John Cunningham is a CFP® professional with 11 years of experience, currently serving at William Mack & Associates Inc since 2024. He has operated Cunningham & Associates Advisory Services, PLLC since 2011 and previously led Cunningham & Associates, LLC from 2003 to 2024. Outside of investment advisory work, he is involved in tax planning, preparation, business consulting, and provides certain non-investment legal services through separate entities. William Mack & Associates is a multi-team registered investment adviser serving individual and institutional clients, including non-HNW and high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm manages approximately $1.03 billion in discretionary assets, employing a diversified, tax-efficient investment approach primarily using no-load mutual funds and ETFs across tailored model strategies.

Joseph Lasslett is a CFP® and holds a Series 65 license, with 10 years of experience in the financial advisory industry. He has worked at Baron Wealth Management since 2023 and previously spent nine years at Plante Moran Financial Advisors. Lasslett is also a licensed life insurance agent. Baron Wealth Management provides fiduciary wealth management and consultation services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm focuses on individualized advice and diversified asset allocation using a combination of internally researched securities, mutual funds, ETFs, and separately managed programs.

Michael Sarcheck is a financial advisor with First Financial Coaching, Inc. in Mt. Clemens, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with First Financial Coaching since 2010 and also works with First Financial Services of Michigan. Outside of advising, he is active as a licensed life insurance agent and is involved in managing a real estate rental business. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers non-discretionary investment advice and financial analysis, often working with a third-party asset manager for discretionary portfolio management while emphasizing investment education and client workshops.

Natalie Snyder is a Series 65-licensed financial advisor at VIMA, LLC with two years of industry experience. She has been with VIMA since 2021. VIMA, LLC is a mid-sized advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm uses a top-down, sector-level screening process and may employ covered-call option writing, hedging with cash positions, and margin trading when authorized by clients.

James Carroll is a CFA® charterholder with 15 years of industry experience. He has been with Pointe Capital Management LLC since 2014, where he is part of a five-advisor team. 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 uses a long-term, low-turnover investment approach centered on fundamental analysis and a proprietary valuation process, and it employs derivatives and margin in separately managed accounts, which is uncommon among similar advisers.

Joseph Olekszyk is a CFP® and Series 66-licensed advisor at Q3 Asset Management Corporation with 13 years of industry experience. He previously worked at Rehmann Financial for nine years and held positions at Lifetime Financial Growth and Park Avenue Securities. Olekszyk is an officer of Tidewater Technologies, LLC, where he assists with data processing and output review on a limited basis. Q3 Asset Management Corporation manages approximately $727 million in assets for over 3,300 clients through a team of seven advisors. The firm provides discretionary portfolio management combining strategic and tactical allocation, serving both individual and investment company clients, and offers flexible billing and service options including subscription and performance-based fees.

Brendan Bugenski is a CFP® professional with eight years of experience at William Mack & Associates Inc and nine years at The Adams Group. He has been with William Mack & Associates since 2018. 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.

Dennis Prost is a CFP® with 37 years of industry experience, currently serving at VIMA, LLC since 2022. His prior roles include positions at PVG Asset Management Corporation, Harvest Investment Services LLC, and Proequities, Inc. Prost holds Series 63 and Series 65 licenses. VIMA, LLC is a mid-sized advisory firm that serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-level screening process with strategies that may include covered-call option writing and hedging, offering customized portfolios across equities, fixed income, mutual funds, and ETFs.

Phillip Afif is a financial advisor with Royal Oak Financial Advisors, LLC, holding a Series 65 designation and three years of industry experience. He previously worked at Alpha Asset Advisors and has been with Royal Oak Financial Advisors since 2017. Outside of his advisory role, he is a limited partner in a real estate and construction company, SODECO Limited Partnership, though he is not actively engaged in its operations. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and retirement-plan services. The firm employs a model portfolio approach based on client risk tolerance and goals, managing accounts primarily on a discretionary basis.

Frederick Moosherr is a financial advisor at Canopy Wealth Management in Birmingham, MI, holding a Series 65 designation with one year of industry experience. Prior to joining Canopy, he worked at Hebbia and held roles at Luma Language Inc., Mour Inc., and Deloitte. Canopy Wealth Management serves individuals, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm emphasizes individualized investment policy statements, asset allocation, and quantitative tools, offering portfolio management and comprehensive financial planning services.

Evan Pribble is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining FSA Advisors, he held positions at Equitable Advisors LLC and has diverse work experience including roles in education and retail. He is also licensed as an insurance agent, engaged in insurance sales and services. FSA Advisors provides portfolio management and financial planning to individuals, high-net-worth clients, and businesses. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, offering discretionary portfolio management and tailored asset allocations across mutual funds, fixed income, REITs, annuities, and ETFs.

Johnathon Lipka is a financial advisor at FSA Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Clarity In Retirement and AE Wealth Management LLC. Outside of his advisory work, he has been involved with J&A Lipka Life LLC since 2022. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm emphasizes long-term investment strategies based on fundamental analysis and modern portfolio theory, offering tailored asset allocations and discretionary management.

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.

Adam Quiring is a financial advisor at Q3 Asset Management Corporation with 16 years of industry experience. He has been with Q3 since 2009 and holds Series 63 and Series 65 licenses. Additionally, he is an independently licensed insurance agent operating out of the firm’s main office. Q3 Asset Management provides fee-based investment management, financial planning, and consultation services to individuals, retirement plans, trusts, charitable organizations, and other financial professionals. The firm employs a quantitative, statistics-driven approach with actively managed strategies that include market-timing and tactical allocations, managing approximately $795 million across nearly 2,900 accounts.

Kevin McMillan is a financial advisor with Spectrum Financial Resources and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including eight years at J.P. Morgan Securities prior to joining Spectrum Financial Resources in 2020. Spectrum Financial Resources provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio management and financial planning, using a range of investment vehicles such as mutual funds, ETFs, equities, and fixed income securities.

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.

Andrew Morgan is a Series 65 licensed advisor at Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, with eight years of industry experience. He has worked at Taylor & Morgan Asset Management since 2020 and previously at Plante Moran from 2016 to 2020. Outside of his advisory role, Morgan consults on tax and business transactions through an accounting firm and is involved in investment analysis and financial reporting for a real estate-related business. Taylor & Morgan Asset Management provides investment supervisory services and financial planning primarily to individual clients and pension/profit-sharing plans, managing approximately $327 million across 418 accounts. The firm also offers mergers and acquisitions advisory services and employs a variety of investment strategies guided by fundamental and cyclical analysis.

Joshua Kinnee is a CFP® with 15 years of industry experience and currently serves as an advisor at ISTO Advisors, LLC. He previously worked at Wealth Enhancement Advisory Services and LPL Financial from 2014 to 2018. Outside of his advisory role, he serves as Treasurer of the Board of Trustees of Arlington Countryside Church, where he participates in board meetings and oversees church funds. ISTO Advisors provides comprehensive wealth management and financial planning services to individuals, families, trusts, estates, employer retirement plans, and corporate entities. The firm operates under a fiduciary standard and uses a broad investable universe along with third-party sub-advisers to tailor portfolios aligned with client objectives and risk tolerances.

Taylor Cox III is a financial advisor at City Center Advisors, LLC in Troy, Michigan, holding a Series 66 designation with seven years of industry experience. His prior experience includes roles at Morgan Stanley and Benzinga. Outside of his advisory work, he also works as a delivery driver for Doordash. City Center Advisors, LLC provides discretionary investment management, limited-scope financial planning, and retirement plan services to individuals, including high-net-worth clients, as well as businesses and qualified retirement plans. The firm employs a Modern Portfolio Theory-based approach and offers a unified managed account program that incorporates model portfolios, third-party managers, and sub-advisors.

Scott Angebrandt is a financial advisor at Fairway Investment Group, LLC with seven years of industry experience. He holds a Series 66 designation and has worked concurrently at Fairway Investment, MEA Financial Services, and Paradigm Equities since 2018. Outside of his advisory role, Angebrandt is also a teacher at Kent Intermediate School District, where he has been employed since 2019. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm provides portfolio management through LPL Financial-sponsored programs and emphasizes tailored advice based on investor profiles, combining fundamental, technical, and cyclical analysis to inform asset allocation and model selection.