Samuel Morley is a financial advisor with Managed Asset Portfolios, LLC, holding Series 65 and Series 63 credentials and eight years of industry experience. His prior work includes roles at Alt Fund Distributors LLC and the University of Michigan. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental value research approach and manages various pooled and model investment vehicles, serving also as a sub-adviser to mutual funds.

Keenan Casey is a CFP® with nine years of industry experience, currently serving as an investment advisor representative at Boldin Advisors and Core Planning, LLC. He has worked at firms including Facet Wealth and USAA in various financial planning roles. Mr. Casey divides his time evenly between both firms. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on retirement guidance and investment consultations. The firm employs Modern Portfolio Theory to build diversified portfolios using low-cost index funds and ETFs, operating as a fee-only adviser without discretionary authority over client accounts.

Theodore Lakkides is a CFP® with 44 years of experience in financial planning. He has been with Financial Freedom House since 1982, including its predecessor entities, and previously worked at Triad Advisors, Inc. He serves as president, board member, and instructor for the Cygnet Institute of Personal Financial Literacy, a nonprofit organization providing financial education workshops and seminars. Financial Freedom House offers investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, and qualified retirement plan sponsors. The firm employs a fiduciary approach with strategic asset allocation based on Modern Portfolio Theory, using primarily ETFs and no-load index funds.

Michael Brasza is a CFP® with 17 years of industry experience. He is currently with RetireMitten Financial LLC, where he has worked since 2022 following 14 years at Mainstay Capital Management. RetireMitten Financial LLC serves individuals, high-net-worth clients, trusts, corporations, and multi-generational families, offering discretionary investment management and written financial planning services. The firm’s investment approach emphasizes passive portfolio construction with stocks and ETFs, guided by client-specific Investment Policy Statements and periodic reviews.

James Waugh is a financial advisor at VIMA, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at VIMA since 2018, following two years at Citizens Securities, Inc. VIMA, LLC is a mid-sized advisory firm serving mainly individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm uses a top-down, sector-level screening process and may implement options strategies and margin trading with client authorization.

Todd Wagenberg is a financial advisor with Integrated Investment Consultants, LLC in Bloomfield Hills, MI. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including nine years at Wells Fargo Clearing prior to joining Integrated Investment Consultants in 2015. Integrated Investment Consultants, LLC manages approximately $1.08 billion for individual, high-net-worth, and institutional clients. The firm employs a fundamental analysis approach combined with Modern Portfolio Theory to tailor portfolios based on client-specific factors and provides discretionary and non-discretionary investment management alongside fiduciary consulting and retirement plan services.

Matthew Hart is a financial advisor at Verde Capital Management, Inc. in Clarkston, MI, holding a Series 66 designation with five years of industry experience. His prior roles include positions at CG Advisory Services, Evangelista & Associates, and Geneos Wealth Management. Verde Capital Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses, offering investment management, fiduciary services for retirement plans, and financial planning. The firm employs a combined fundamental and technical analysis approach with diversified fund menus and may use derivatives and synthetic strategies to manage portfolio exposure and efficiency.

Noah Morgan is a CFP® professional with 19 years of industry experience, currently serving at Acorn Wealth Advisors, LLC. His background includes roles at Purshe Kaplan Sterling Investments, Ameriprise, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of advisory work, he owns Ark Tax Service, a tax preparation and bookkeeping business where he is also an enrolled agent. Acorn Wealth Advisors provides investment advisory and financial planning services to individuals and various institutional and tax-exempt clients. The firm uses a combination of in-house portfolio construction and third-party platforms, offering discretionary and non-discretionary asset management tailored to client goals and risk profiles.

Cynthia Lundberg is a financial advisor at Verde Capital Management, Inc. with 20 years of industry experience. She holds a Series 66 designation and has been with Verde Capital since 2018, following two years at Merrill. Outside of her advisory role, she is involved with Millpond Bed and Breakfast, LLC, contributing to house maintenance and social media marketing, and serves as a representative for Sedera, assisting clients with medical cost sharing membership. Verde Capital Management serves individuals, trusts, estates, and various retirement and business plans, offering investment management, fiduciary services, and financial planning. The firm employs a combined fundamental and technical analysis approach, utilizing diversified assets and synthetic strategies, and provides both discretionary and non-discretionary management along with educational seminars, tax-preparation, and financial coaching programs.

Darwin Moore is a financial advisor at Financial Freedom House in Waterford, MI, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Financial Freedom House since 2016. Outside of his advisory role, he owns and operates 4U, LLC, a transportation and handyman services business. Financial Freedom House provides investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, and qualified retirement plan sponsors. The firm uses Modern Portfolio Theory and strategic asset allocation with primarily passive investment vehicles, delivering advice on a fiduciary basis supported by ongoing financial plan modeling.

Marc Bergeron is a CFP® and holds a Series 65 license with three years of experience in the financial industry. He has worked at Verde Capital Management since 2025 and previously at TFO Wealth Partners. Bergeron is licensed to offer life and disability insurance through a partnership with Policy Genius Pro. Verde Capital Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses. The firm provides investment management, ERISA fiduciary services, and financial planning, utilizing both fundamental and technical analysis along with diversified fund menus and synthetic strategies to manage portfolios.

Ryan Howarth is a financial advisor with UHY Wealth Management RIA LLC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at LPL Enterprise and Prudential Insurance Company of America. Outside of his advisory work, he is the founder and owner of Summit Financial Partners, an entity related to his prior LPL business. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients. The firm employs both fundamental and technical analysis to manage portfolios tailored to client objectives and is notable for its pension consulting focus and oversight procedures related to auditor independence.

Ivan Rose is a Financial Consultant currently serving at Fidelity Investments since 2025. He has previously held financial consulting and advisory roles at Charles Schwab, Edward Jones, and Merrill Lynch, spanning from 2017 to 2025. Ivan emphasizes a team culture in his approach to servicing clients, advocating for collaborative environments to leverage collective knowledge and Fidelity's resources effectively. His professional experience covers a broad range of financial advisory and consulting roles, demonstrating a consistent focus on client service within the financial sector. Outside of his professional life, Ivan engages in family activities and enjoys football, golf, hiking, military service, and running.

Kimberly Accurso is a financial advisor at Verde Capital Management, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo for eight years before joining Verde Capital Management. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses. The firm offers investment management, fiduciary services for qualified retirement plans, and financial planning, combining fundamental and technical analysis with diversified fund menus and the use of derivatives and synthetic strategies to manage portfolios.

Emily Chludzinski is a Certified Financial Planner (CFP®) with 10 years of industry experience. She has worked at Baron Wealth Management since 2022 and previously spent seven years at Plante Moran Financial Advisors. Baron Wealth Management provides fiduciary wealth management and consultation services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm focuses on individualized advice, strategic diversified asset allocation, and regularly reviews portfolios using a combination of internally researched securities, mutual funds, ETFs, and separately managed programs.

Seyedeh Hajimirza is a financial advisor at Verde Capital Management, Inc. with a Series 65 credential and one year of industry experience. Her prior work history includes roles at Deloitte and Whole Foods. Verde Capital Management serves individuals, trusts and estates, retirement plans, and businesses, offering investment management, fiduciary services, and financial planning. The firm combines fundamental and technical analysis, employs diversified fund menus and synthetic strategies, and provides both discretionary and non-discretionary management along with educational seminars and financial coaching programs.

Michael Mazzola is a financial advisor at VIMA, LLC in Troy, MI, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VIMA since 2009. VIMA serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and 401(k) consulting. The firm uses a top-down, sector-focused investment process and customizes portfolios using equities, fixed income, mutual funds, ETFs, and covered call option strategies.

Benjamin Oliver is a CFP® with 10 years of industry experience, currently serving as an advisor at Acorn Wealth Advisors, LLC since 2025. He previously worked at AE Financial Services, LLC and Oliver Lagore Vanvalin Investment Group, Inc., as well as Sigma Financial Corporation. Outside of his financial advisory role, Oliver is involved in farming activities as a partner at St. Anastasia Farms. Acorn Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm customizes portfolios based on client objectives and employs a range of strategies, including mutual funds, ETFs, individual equities, fixed income, and options strategies, while also offering third-party program access and multiple account platforms to accommodate diverse client needs.

Trevor Cope is a financial advisor with UHY Wealth Management RIA LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior work includes roles at LPL Enterprise and Pruco Securities, LLC, as well as Prudential Insurance Company of America. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients. The firm employs both fundamental and technical analysis to manage portfolios and offers discretionary and non-discretionary portfolio management tailored to client objectives.

Christopher Russell is a financial advisor at Acorn Wealth Advisors, LLC with 23 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Acorn Wealth Advisors in 2014, he worked at Purshe Kaplan Sterling Investments from 2016 to 2018. Outside of his advisory role, Russell sells medical insurance products through Blue Cross of Michigan and Blue Care Network of Michigan. Acorn Wealth Advisors provides investment advisory and financial planning services to private clients and institutional entities, tailoring portfolios to client objectives using a range of investment strategies and third-party platforms. The firm offers both discretionary and non-discretionary asset management and employs multiple account platforms to address diverse client needs.