Albert Carlson is a financial advisor with FSA Advisors, Inc. in Troy, MI, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at AE Financial Services, LLC, Independence Capital Company, and long-term involvement with Financial Services of America and Carlson Holdings. Outside of advisory services, he is involved in selling life, health insurance, and annuities. FSA Advisors provides portfolio management and financial planning to individuals, high-net-worth clients, and businesses. The firm uses fundamental analysis and modern portfolio theory with a long-term focus and tailored asset allocations, offering discretionary portfolio management and financial planning on a fixed-fee or hourly basis.

Brett Long is a CFP® professional with 10 years of industry experience, currently with Taylor & Morgan Asset Management, LLC d/b/a TM Advisors. He has worked at Taylor Capital LLC since 2022 and was previously with Plante Moran Financial Advisors from 2015 to 2022. Outside of his advisory role, he serves as a consultant for Taylor Capital, providing investment analysis and compliance oversight for a private real estate fund. TM Advisors offers discretionary portfolio management and financial planning services to individuals and pension and profit-sharing plans. The firm employs fundamental and cyclical analysis across a broad range of investment instruments and is affiliated with related private investment vehicles and an accounting practice.

Elizabeth Ottaway is a financial advisor with Pointe Capital Management LLC, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. She has been with Pointe Capital Management since 2015. Ottaway serves on the corporate committee at the St. Vincent and Sarah Fisher Center and chairs the investment committees for both the Young Women’s Home Association and the Tau Beta Association. Pointe Capital Management provides discretionary and non-discretionary investment management and retirement plan advisory services to individuals, high-net-worth clients, institutions, trusts, and 401(k) plan sponsors. The firm employs a long-term, low-turnover investment approach centered on a proprietary five-step, sector-specific valuation process for its Large Cap Value strategy.

Brendan Knight is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding a Series 65 credential with one year of industry experience. Prior to joining FSA Advisors, he worked at United Wholesale Mortgage and held roles outside the financial industry including at BJ's Wholesale Club and Dave's Pizza Buffet. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs fundamental analysis and modern portfolio theory with a focus on long-term trading and tailored asset allocations across mutual funds, fixed income, REITs, annuities, and ETFs.

Jacob Raska is a financial advisor at Carrera Capital Advisors with eight years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2016 to 2024. He is a Series 63 and Series 65 license holder. Outside of his advisory role, he is involved in alternative insurance arrangements for clients unable to receive Northwestern Mutual benefits. Carrera Capital Advisors serves individual clients, retirement plans, trusts, foundations, and institutional entities, offering discretionary portfolio management and financial planning. The firm uses a multifaceted investment process incorporating quantitative tools, fundamental analysis, technical patterns, and machine-learning techniques to build diversified, tax-aware portfolios.

Joel Northam Jr. is a Series 65 licensed advisor with two years of industry experience, currently with Golden Reserve Retirement, LLC in Troy, MI. His prior work includes roles at Polo Drive Wealth and JD Mellberg. Northam also holds a licensed insurance agent designation through an affiliate of Golden Reserve Retirement, offering insurance products and services. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading, diversification, and tailored financial plans. The firm integrates estate-planning and tax services within a negotiated fixed annual fee structure.

Michael Bisaro is a financial advisor with StraightLine in Troy, MI, holding Series 63 and 65 licenses and 23 years of industry experience. He has been with StraightLine Group, LLC since 2004. Outside of his advisory role, he is involved with Questal, Inc., a financial wellness company that provides digital tools and personalized coaching, and he has a passive interest in Solar 26 LLC, an entity related to alternative energy asset holdings. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by offering investment management, financial planning, and retirement education services. The firm uses institutional research and proprietary model portfolios to guide investment decisions, employing techniques such as modern portfolio theory and quantitative analysis.

Madison Clement is a financial advisor at Carrera Capital Advisors with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and PNC. Madison also holds a real estate license that is currently on hold and not active for transactions. Carrera Capital Advisors serves individuals, retirement plans, foundations, and institutions, offering financial planning, portfolio management, and consulting. The firm uses a combination of macroeconomic, fundamental, and behavioral analysis with proprietary quantitative and machine-learning tools to build diversified, tax-aware portfolios tailored to client objectives.

Joseph Klimowicz is a financial advisor with FSA Advisors, Inc. in Troy, MI, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Financial Services of America and 1st State Bank. FSA Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm combines fundamental analysis with modern portfolio theory and a long-term trading horizon, typically using mutual funds, fixed income, ETFs, REITs, and annuities to implement client portfolios.

Bryan Long is a CFP® with nine years of industry experience, currently serving at Taylor & Morgan Asset Management, LLC d/b/a TM Advisors. He has worked with Taylor & Morgan since 2017 and also holds a consulting role with Taylor Capital LLC, a private real estate investment fund. Prior to this, he was associated with Regulus Advisors, LLC and Saginaw Valley State University. Taylor & Morgan Asset Management provides discretionary portfolio management and financial planning services to individuals and pension and profit-sharing plans. The firm employs fundamental and cyclical analysis across a variety of instruments and is notable for its affiliated professional activities, including legal, accounting, and private real estate investment services.

Jordan Neumann is a financial advisor at Vertrix Wealth Management, LLC in Troy, MI, holding a Series 65 designation with five years of industry experience. Prior to joining Vertrix Wealth Management in 2026, he worked at Greystone Financial Group, LLC for eight years and had shorter tenures at Financial Focus, LPL, Kroger, and Quicken Loans. Vertrix Wealth Management advises individuals, trusts, estates, small businesses, and employer-sponsored retirement plans, offering portfolio management and retirement plan consulting. The firm employs a tactical, risk-management oriented investment approach that combines fundamental and technical analysis with dynamic asset allocation.

Kristie Guadiano is a financial advisor at Vertrix Wealth Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Greystone Financial Group and Polaris Greystone Financial Group. Kristie serves as a board member of the Sentinel Group advisory partner board. Vertrix Wealth Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to a range of clients including plan sponsors, trusts, businesses, and individuals. The firm employs a tactical investment approach that integrates fundamental and technical analysis and offers specialized retirement plan fiduciary services alongside active, research-driven portfolio management.

Bryan Franco is a CFA® charterholder with 13 years of industry experience. He is currently with Carrera Capital Advisors and has previously worked at firms including Cirrus Capital, LLC and Northwestern Mutual Investment Services LLC. Carrera Capital Advisors serves individuals, retirement plans, foundations, and other institutions with financial planning, portfolio management, and consulting. The firm combines macroeconomic, fundamental, and behavioral analysis with quantitative and AI techniques to construct diversified, tax-aware portfolios tailored to client objectives.

Corey Davis is a Series 65-licensed advisor with Golden Reserve Retirement, LLC in Troy, MI, bringing four years of industry experience. Prior to joining Golden Reserve, he worked at EHG Wealth Management LLC and Mattson Financial Services, LLC. Outside of financial advising, he owns Corey Davis Films, LLC, a wedding videography business. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification using primarily passive, low-cost investments. The firm integrates estate-planning legal and tax services within its fee structure and emphasizes tailored client documentation and portfolio monitoring.

Cameron Cahill is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential. He joined the firm in 2025 and has prior experience working at TFG Advisors and in various roles outside the financial industry. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individuals, institutions, and sovereign wealth funds. The firm uses a combination of fundamental, technical, and cyclical analysis alongside proprietary market valuation models and frequently employs third-party managers and alternative investments.

Jonathan Arntz is an associate advisor with SEIA and holds Series 63 and Series 65 licenses. He has two years of experience in the financial industry, previously working at Cedar Brook Group for four years and in construction from 2011 to 2020. Outside of advisory work, he is involved in property management. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable entities through a multi-team advisory platform of approximately 140 advisors. The firm combines strategic asset allocation with tactical adjustments using quantitative and qualitative research, offering both discretionary and predominantly non-discretionary investment management alongside comprehensive financial planning and consulting services.

Alexander Rasky Jr. is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include nine years at Legend Equities Corp. and nine years with Lincoln Investment. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Shiv Enakar is a financial advisor at M HOLDINGS SECURITIES, Inc. with four years of industry experience. He holds the CFP® designation and the Series 66 license. His prior experience includes roles at Fidelity Investments, Verity Wealth Partners, and Ameriprise. Outside of advising, he is involved in the selling of sports and concert tickets. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm provides a broad mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory.

Tiffany Young is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her previous roles include positions at Purshe Kaplan Sterling Investments, Coppell Advisory Solutions (dba Fusion Capital Management), CoreCap Advisors, and VFG Associates. Outside of her advisory work, she serves as a lay ministry leader and parishioner at Our Lady of Good Counsel, where she participates in liturgical duties. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm focuses on discretionary portfolio management using a primarily top-down, tactical asset allocation process complemented by fundamental, quantitative, and technical analysis.

Cartier Zori is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and four years of industry experience. Prior to joining Plante Moran Financial Advisors in 2022, Cartier worked at Plante Moran from 2017 to 2022 and at Phoenix Advisors, LLC from 2016 to 2017. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio advisory services.