Dominic Arnold is a CFP® and holds a Series 65 license, with nine years at Northern Financial Advisors, Inc. and a total of five years in the financial industry. Before joining the firm, he worked at Wyndgate Country Club and has spent over a decade coaching part time at Flipspot Gymnastics and Cheer. Northern Financial Advisors, Inc. is a fee-only registered investment adviser serving individuals and high-net-worth clients and families. The firm offers holistic financial planning and discretionary portfolio management, using its Functional Asset Allocation™ framework to tailor portfolios based on clients’ personal circumstances.

Brittney Della Torre is a financial advisor at GPM Growth Investors, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Griffin Portfolio Management Corp. since 2018, following two years at Financial Independence, LLC. GPM Growth Investors is an employee-owned investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm focuses on long-term ownership of competitively advantaged U.S. companies through a disciplined valuation process and offers stock-focused, balanced, and actively managed ETF-based portfolios combined with comprehensive financial planning.

David Ficarra is a financial advisor with Discipline Wealth Solutions, Inc. in Sterling Heights, MI, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has held roles at Tax Solutions Consultants, LLC, CPR Financial Group LLC, and Capital Markets IQ, LLC. Outside of advisory work, he provides tax preparation, accounting, and business plan review services as a tax accountant. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other advisors by offering discretionary and non-discretionary managed accounts, sub-advisory relationships, retirement plan consulting, cash management, and financial planning. The firm’s approach includes tailored portfolios using asset allocation, technical analysis, and both long- and short-term trading, with oversight of internal and third-party managers.

Pamela Landy is a CFP® professional with 16 years of experience in financial advising. She has worked at Lifecycle Financial Planners Inc. since 2017 and previously spent 15 years at Cambridge Connection, Inc. She is based in Bloomfield Hills, MI. Lifecycle Financial Planners is a fee-only advisory firm that serves individuals, families, small businesses, trusts, estates, and charitable organizations. The firm employs a holistic financial life planning process and applies Functional Asset Allocation alongside modern portfolio theory to tailor investment strategies according to each client’s life stage and goals.

John Dankovich is a financial advisor at MKD Wealth with 21 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to his current role, he worked at Cumberland Trust and has been involved with MKD Wealth Coaches, LLC and its predecessor firm since 2007. Outside of advising, he is also an attorney and an independent insurance agent licensed to sell life, disability, long-term care insurance, and annuities. MKD Wealth provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $425 million in assets and employs a diversified investment approach that includes mutual funds, ETFs, individual securities, independent managers, and alternative investments.

Katharine Wagner is a CFP® with 12 years of industry experience, currently serving as an advisor at Diversified Portfolios, Inc. since 2015. She holds a Series 65 registration and is based in Bloomfield Hills, MI. Diversified Portfolios, Inc. is a team of nine advisors managing approximately $1.66 billion for individuals, qualified retirement plans, charitable organizations, corporations, and trusts. The firm emphasizes long-term asset allocation, broad diversification, and cost-conscious use of low-cost passive and enhanced index funds, supplemented by selective active fixed-income investments.

Andrew Mc Lane is a CFP® professional with 10 years of experience, currently serving at Northern Financial Advisors, Inc. in Bloomfield Hills, MI, where he has worked since 2013. He is part of a six-advisor team focused on financial planning and investment management. Northern Financial Advisors serves individual and high-net-worth clients with holistic financial planning and discretionary investment management. The firm’s Functional Asset Allocation™ framework aligns portfolios with clients’ life circumstances and tax considerations, offering tailored strategies through retainer-based engagements that often include tax preparation.

With more than 15 years of experience in the wealth management industry, Carla founded Ametrine Wealth with the vision of helping people–particularly women–take control of their financial futures. She prides herself on creating a compassionate, trusting environment for clients and removing the barriers that keep people from setting and achieving their financial goals. Carla’s clients value her financial planning insight, ability to break down complex topics, attention to detail, and approachable demeanor. Originally from Massachusetts, Carla initially envisioned a career in science. She graduated magna cum laude from Washington and Lee University and received a Masters in chemistry from Northwestern University. However, long hours in the lab made her realize her preference for engaging with people over compounds, and she decided to put her analytical skills to use in the financial sector. Carla holds an MBA in Finance and General Management from the University of Chicago Booth School of Business and is a Certified Financial Planner Practitioner(TM). Carla lives in Lake Orion with her husband, Jarod, and her two greatest accomplishments, daughters Brinley and Chloe.

Emily Pehlis is a financial advisor at Strategic Wealth Advisors Group, Inc. with three years of industry experience. She holds the Series 66 designation and has previously worked at MassMutual Great Lakes and Dynamic BDC. Strategic Wealth Advisors Group serves individual clients, including high-net-worth households, through financial planning, consulting, and discretionary investment management. The firm primarily allocates client assets to independent registered managers and offers ERISA plan services along with public educational seminars on investment topics.

Angelo D'orazio is a financial advisor at Stoney Creek Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Ameriprise and J.P. Morgan Securities LLC. Outside of his advisory role, he serves as treasurer on the board of the Italian American Club of Livonia Charitable Foundation, which supports Italian culture and scholarships. Stoney Creek Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm uses a documented Investment Policy Statement, model portfolios, and a mix of analytical methods to manage investments, with at least quarterly account reviews and rebalancing.

William Caton is a financial advisor at William Mack & Associates Inc with two years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC and several other companies outside the financial sector, including Door Dash and United Wholesale Mortgage. William Mack & Associates is a fee-only, SEC-registered investment adviser serving individuals, trusts, retirement plans, and other entities. The firm manages approximately $820 million for about 957 clients through a team of ten advisers, focusing on diversified, tax-efficient, and low-cost investment strategies using no-load mutual funds and ETFs across multiple model portfolios.

Michael Maley is a financial advisor with VIMA, LLC in Troy, Michigan, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with VIMA since 2014 and operates an additional business under the name Maley Investment Group. VIMA serves individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-focused investment approach and manages approximately $150 million in assets across a 12-advisor team.

Christopher Roumayeh is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at San Blas Securities, Capital Asset Advisory Service, Bank of America, and Merrill. Outside of advisory work, he is a partner in Team Renegade, LLC, a technology business. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing over $1 billion in assets for individuals, businesses, and retirement plans. The firm primarily provides non-discretionary portfolio management and financial planning, employing a mix of fundamental, technical, and qualitative analysis in client portfolio construction.

Jonathan Furest is a Series 65 licensed advisor with First Financial Coaching, Inc. in Mt. Clemens, MI, where he has worked for 10 years. He is also involved with Furest Furest Services, Inc. Since 2014, Furest serves on the board of the Central Macomb Optimist Foundation and participates in the NextGen Macomb networking group. First Financial Coaching serves individuals, families, business owners, and corporate clients by providing non-discretionary investment advisory and retirement plan consulting, financial education, and analysis services. The firm operates primarily through co-advisory relationships for discretionary management and emphasizes client approval for transactions and ongoing portfolio oversight.

Adam Simon is a financial advisor with CPR Investments Inc. in Rochester, MI, holding Series 65 and Series 63 licenses and possessing 16 years of industry experience. His career includes roles at CPR Financial Group LLC, Ausdal Financial Partners, and HBW Securities LLC. Outside of finance, Simon serves as a firefighter and paramedic with the Clinton Township Fire Department and occasionally preaches at Woodside Bible Church. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm constructs multi-manager portfolios combining tactical models and third-party advisors, emphasizing defensive positioning and ongoing portfolio monitoring.

James Maendel is a financial advisor with Vestech Asset Management Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked at Vestech since 2018 and concurrently at Amerco since 2015, where he manages interstate corporate relocations and traffic logistics. Maendel is also an author and technical reviewer for John Wiley & Sons, contributing to the "For Dummies" book series. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both discretionary management and project-based planning engagements.

Michael Madison is a CFA® charterholder with 23 years of experience in the investment industry. He has been with DeRoy & Devereaux Private Investment Counsel, Inc. since 2003. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and other institutional investors, including municipalities. The firm employs a bottom-up, value-oriented approach focused on fundamental analysis to build concentrated equity portfolios and diversified bond strategies managed individually with a long-term perspective.

Steven Husovsky is a financial advisor at Managed Asset Portfolios, LLC in Rochester, MI, holding a Series 65 designation with 10 years of industry experience. He has been with Managed Asset Portfolios since 2015. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, pension and profit-sharing plans, government plans, trusts, estates, and investment companies. The firm’s investment approach emphasizes fundamental, value-oriented equity analysis and detailed fixed-income research, incorporating tools such as the Bloomberg MAC-3 risk model and using derivatives and income-oriented allocations where appropriate.

Jeffrey Petherick is a CFA® charterholder with 17 years of industry experience. He has worked at Northpointe Capital, LLC for 19 years before joining Integrated Investment Consultants, LLC. Integrated Investment Consultants, LLC manages approximately $1.08 billion for a diverse client base, including individual, high-net-worth, and institutional clients. The firm uses a fundamental analysis approach combined with Modern Portfolio Theory to tailor portfolios according to clients’ risk tolerance, time horizon, and liquidity needs.

Deanna K Inney is a Series 65-licensed advisor with William Mack & Associates Inc, where she has been working since 2004. She is based in Troy, MI, and is part of a team of ten advisors. William Mack & Associates is a fee-only, SEC-registered investment adviser managing approximately $820 million for around 957 clients, including individuals, trusts, and retirement plans. The firm focuses on diversified, tax-efficient, low-cost investment strategies using no-load mutual funds and ETFs across six model portfolios with a long-term orientation and periodic rebalancing.