Zachary Fellows is a CFA® charterholder with 11 years of industry experience, currently serving at Managed Asset Portfolios, LLC. He has been with the firm since 2015, holding multiple roles over that period. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, institutions, trusts, and mutual funds. The firm employs a bottom-up, fundamental value research approach focused on high-quality companies and manages a range of strategies including fixed-income, balanced, and global equity portfolios.

Catharine Betzig is a financial advisor at Diversified Portfolios, Inc. with five years of industry experience. She holds the Series 66 designation and has worked at firms including JPMorgan Securities LLC, Morgan Stanley, and The Northern Trust Company. Diversified Portfolios, Inc. provides discretionary investment management and wealth-management services to 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, supported by proprietary analytics from Dimensional Fund Advisors.

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 15 years of industry experience. She has worked at Lifecycle Financial Planners Inc. since 2017 and previously spent 15 years at Cambridge Connection, Inc. Lifecycle Financial Planners serves individuals, families, small businesses, trusts, estates, and charitable organizations with comprehensive financial life planning and investment advisory services on a fee-only retainer basis. The firm uses a holistic, client-centered process that incorporates Functional Asset Allocation and behavioral tools, offering tailored, ongoing services including investment management, tax planning, and estate guidance.

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 with Stoney Creek Advisors LLC in Rochester Hills, MI, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Ameriprise Financial Services, Smith and Associates, and JPMorgan Chase Bank. He serves as Treasurer on the Board of Directors for the Italian American Club of Livonia Charitable Foundation, where he helps organize cultural events and scholarship efforts. Stoney Creek Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a documented Investment Policy Statement, model portfolios, and various analytical methods to manage accounts, offering services such as third-party money manager selection and held-away 401(k) account management.

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.

Jonathan Furest is a Series 65-licensed financial advisor with nine years of industry experience. He has been with First Financial Coaching, Inc. since 2014 and is also involved with Furest Furest Services, Inc. Outside of his advisory role, he serves on the Board of Directors for the Central Macomb Optimist Foundation and participates in the NextGen Macomb networking group. First Financial Coaching, Inc. provides investment advisory services, retirement plan consulting, and financial education to individuals, families, business owners, and corporations. The firm delivers non-discretionary investment recommendations and partners with a third-party asset manager for discretionary portfolio management, emphasizing financial education and written analysis as part of its service offering.

Adam Simon is a financial advisor with CPR Investments Inc. in Rochester, MI, holding Series 65 and Series 63 licenses and 16 years of industry experience. He has worked with multiple related firms since 2010 and serves as a firefighter and paramedic for the Clinton Township Fire Department, a role he has held for over 20 years. Additionally, he preaches occasionally 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 uses multi-manager portfolios combining in-house tactical models and third-party sub-advisors to pursue defensive, tactical, and absolute-return strategies on a discretionary basis.

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 is currently with Integrated Investment Consultants, LLC and has worked at Northpointe Capital, LLC since 2000. Integrated Investment Consultants serves a diverse client base including individuals, pension plans, trusts, nonprofits, corporations, and government entities. The firm employs a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory, offering tailored portfolios through a range of investment vehicles and providing specialized consulting for family offices, nonprofit endowments, and plan sponsors.