Christopher Nemes is a financial advisor at The Nemes Rush Group, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial and Deloitte Tax LLP. Nemes also serves as a guest lecturer at the University of Detroit Mercy and Detroit Central High School and is a board member of Legatus Ann Arbor. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and business consulting. The firm uses a combination of fundamental and technical analysis with both long- and short-term strategies and offers discretionary and non-discretionary mandates.

Robert Schmansky is a ChFC® credentialed financial advisor with 17 years of industry experience. He is currently with Pathworks Financial, Inc., where he has worked for two years, and has been associated with Clear Financial Advisors, LLC since 2011. Outside of his advisory roles, he is involved in tax preparation services through Royal Oak Tax Preparation Services, LLC. Pathworks Financial, Inc. is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, small businesses, and estates. The firm employs academic investment frameworks to build diversified asset-allocation models and offers services including asset management, financial planning, retirement consulting, estate planning support, and family office services.

Steven Bernier is a financial advisor with MPM Wealth Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at MPM Wealth Advisors since 2006 and was previously with Purshe Kaplan Sterling Investments from 2020. Bernier is also a licensed independent insurance agent. MPM Wealth Advisors serves individual clients, pension and employee benefit plans, trusts, and other entities, offering investment advisory and financial planning services. The firm emphasizes diversified portfolios built mainly from low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and manages approximately $1.04 billion in assets.

Nickolas Roeder is a financial advisor at CIG Asset Management, Inc. in Southfield, MI, holding a Series 66 designation with nine years of industry experience. He previously worked at Fidelity Brokerage Services LLC and Scottrade before joining CIG Capital Advisors in 2024. CIG Asset Management provides wealth management, financial planning, and discretionary portfolio management services to a range of clients including individuals, trusts, charitable organizations, and corporations. The firm employs an asset allocation framework that integrates strategic and dynamic models across multiple asset classes and offers SRI/ESG screened portfolios, managing accounts primarily on a discretionary basis.

Charles Nemes is a CFP® with 39 years of industry experience and is a principal at The Nemes Rush Group, LLC. He has worked at Raymond James & Associates and currently holds roles at Alden Investment Group and Silverwood Risk Management, LLC. Nemes also serves as Treasurer for a nonprofit association related to Lake Charlevoix. The Nemes Rush Group, LLC provides portfolio management, financial planning, retirement plan consulting, and business consulting services to individuals, corporations, charities, and pension plans. The firm employs both fundamental and technical analysis with a range of trading strategies and offers tailored written financial plans along with fiduciary retirement plan support.

John Goff is a CFP® certificant with 21 years of industry experience, currently serving as an advisor at Retirement Income Solutions, Inc. since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in two real estate holdings companies in Ann Arbor, MI. Retirement Income Solutions, Inc. serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities with discretionary portfolio management, retirement and financial planning, and retirement plan consulting. The firm employs a committee-driven, active management approach with customized portfolios and manages multi-billion dollar assets with a relatively small team of 12 advisors.

Daniel Dusina is a CFA® charterholder with 10 years of industry experience. He has worked at Blue Chip Partners, LLC since 2021 and was previously employed at BlackRock Investments LLC from 2015 to 2021. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm emphasizes tailored relationships and customized asset-allocation models, supported by a network of affiliated tax and estate planning service providers.

Andrea Russo is a financial advisor at Darden Wealth Group in Ann Arbor, MI, holding Series 63 and Series 65 licenses with 20 years of industry experience. Prior to joining Darden Wealth Group in 2026, Russo worked at Altrius Capital Management over multiple periods totaling approximately 12 years, and briefly at Kroon & Mitchell in 2023. Darden Wealth Group serves private individuals, university faculty, business owners, foundations, educational institutions, and nonprofit organizations, offering comprehensive wealth management, financial planning, retirement and pension consulting, and business-owner advisory. The firm’s investment approach combines fundamental analysis with multi-year horizons and tactical allocations, utilizing individual securities alongside ETFs and mutual funds.

Amanda Lehnert is a CFP® and Series 65 credentialed advisor with seven years of industry experience. She has been with Sigma Investment Counselors since 2015, working within a team of 11 advisors based in Northville, MI. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management services to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm uses a client-specific financial model and investment policy statement to implement diversified portfolios combining ETFs, individual equities, and fixed-income holdings, relying on both quantitative tools and qualitative research.

Steve Alexandrowski is a CFP® professional with 15 years of industry experience, currently serving at GEM Asset Management, LLC since 2001. He is based in Plymouth, MI, and is part of a four-advisor team. GEM Asset Management serves individual and high-net-worth clients, qualified retirement plans, charitable institutions, and foundations by providing discretionary investment management and standalone financial planning. The firm employs globally diversified, factor-driven portfolios emphasizing low-cost passive funds and selectively uses active managers, integrating proprietary models and derivative strategies for complex positions and tax-sensitive transitions.

Christopher Frayne is a CFP®, CFA®, and Series 65 credentialed advisor with 16 years of industry experience. He has worked at Sigma Investment Counselors since 2006. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management services to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm employs a client-specific financial model and diversified portfolios that include ETFs, equities, and fixed-income holdings, utilizing both quantitative and qualitative research tools.

Mark Peyser is a financial advisor at Retirement Income Solutions, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Institutional Investments Inc. and McDonald Partners LLC. Retirement Income Solutions, Inc. serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities by providing discretionary portfolio management, retirement and financial planning, and retirement plan consulting. The firm employs a committee-driven, active management approach and manages multi-billion dollars on a discretionary basis with a relatively small team of 12 advisors.

Mallory Hunt is a financial advisor with Center for Financial Planning Inc. in Southfield, MI, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, J.P. Morgan Securities, and Chase Investment Services. Center for Financial Planning Inc. provides financial planning and investment management to individuals, high-net-worth households, trusts, estates, and charitable organizations, managing approximately $1.97 billion in assets. The firm emphasizes strategic asset allocation and diversification, offering both discretionary and non-discretionary portfolio management alongside access to Raymond James–administered programs.

Michael Mullenax is a CFP® professional at Sigma Investment Counselors with two years of industry experience. He has been with Sigma since 2022 and previously worked at Michigan State University and Karl's Cabin. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm emphasizes client-specific financial models and diversified portfolios, blending ETFs, individual equities, and fixed-income holdings, while employing both quantitative and qualitative research tools.

Linda Meadows is a financial advisor at Columbia Asset Management, L.L.C. in Ann Arbor, MI, holding a Series 65 designation with nine years of industry experience. She has been with Columbia Asset Management since 2005. Columbia Asset Management provides wealth management and discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm customizes portfolios using a mix of equities, fixed-income securities, mutual funds, and ETFs, employing fundamental analysis alongside Modern Portfolio Theory with a long-term orientation.

Ellis Liddell is a financial advisor at ELE Advisory Services, Inc. with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been involved in multiple business ventures including coaching, motivational speaking, mortgage services, and charitable work through the ELE Cares Foundation. Liddell is also a board member of the Educators With Purpose foundation. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars to individuals, business owners, and charitable organizations. The firm emphasizes fundamental analysis and customized Investment Policy Statements, managing portfolios across a range of asset classes while typically maintaining non-discretionary client accounts.

Mary Sheahan is a financial advisor with Center for Financial Planning Inc. in Southfield, MI. She holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining her current firm, she worked at Raymond James Financial Services, The Fiduciary Alliance, and Ameriprise. Outside of advising, she has experience in educational and religious organizations. Center for Financial Planning, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm manages approximately $1.97 billion in assets, offering financial planning and investment management that emphasizes strategic asset allocation and diversification across multiple asset classes.

Alan Brilliant is a financial advisor at Provizr in Ann Arbor, MI, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has worked at Four Financial Management since 2016 and has been associated with Provizr since 2015 and LPL Financial since 2008. Outside of advising, he is also an author, dedicating time to writing beginning in 2023. Provizr primarily serves current and former employees of select public and non-profit institutions, offering financial planning, discretionary portfolio management focused on plan-offered investments, and estate settlement assistance. The firm employs a core asset-allocation approach with monthly tactical rotations driven by a proprietary algorithm, managing approximately $59.7 million across about 108 clients.

Alexander La Londe is a financial advisor at Retirement Income Solutions, Inc. with one year of industry experience. He holds the Series 65 designation and has been with Retirement Income Solutions since 2016, working in various capacities over the years. The firm manages approximately $3 billion for over 1,200 clients through a 16-advisor team, serving individuals, trusts, retirement plans, nonprofits, and other entities. Retirement Income Solutions employs an active management approach guided by a structured investment process and offers services including asset management, retirement planning, and retirement plan consulting.

David Mcneely is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Darden Wealth Group in Ann Arbor, MI. His prior roles include positions at Bank of America, Merrill Lynch, and SunTrust Investment Services. Darden Wealth Group provides wealth management and financial planning services primarily to private individuals, university faculty, business owners, foundations, and not-for-profit organizations. The firm employs a fundamental, bottom-up investment approach combined with macroeconomic and technical analysis, managing portfolios through a mix of individual stocks, bonds, and ETFs.