James Macbeth IV is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including roles at JPMORGAN Chase Bank, N.A. and PNC Investments. Macbeth operates out of Huntington Woods, MI. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates ESG criteria when recommending investment strategies.

Daniel Dobbins is the principal of Dobbins Capital Management in Taylor, MI, with 14 years of experience in financial advising. He is also an active attorney specializing in estate planning, trusts, and corporate law, and has been an independent insurance agent since 1975. Prior to founding his advisory firm in 2013, he maintained a legal practice and insurance agency. Dobbins Capital Management primarily serves individual clients, trusts, estates, and small retirement plans, focusing on portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control through individualized asset allocation and often works with third-party advisers in a non-discretionary capacity.

Ruben Ramirez is a financial advisor at MSP Investment Advisors, LLC with the PFS™ designation and two years of industry experience. He is also a partner at Mellen, Smith & Pivoz PLC, a public accounting firm. MSP Investment Advisors operates as a solicitor, referring primarily individual clients and certain entities to independent, SEC-registered investment advisers. The firm does not provide portfolio management or custody of assets and is notable for its affiliation with a public accounting practice.

Vito Gioia II is a financial advisor at Quarton Capital Partners with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Solyco Wealth, Key Bank, and Fifth Third Securities. Outside of his advisory work, he serves as First Vice President of the Detroit Athletic Club. Quarton Capital Partners is a small firm with two advisors, offering supported financial advisory services.

Jeffry Campeau is a Series 65-credentialed financial advisor with nine years of experience at MSP Investment Advisors, LLC. He is also a partner at Mellen, Smith & Pivoz, PLC, a CPA firm where he has worked full-time since 1989. MSP Investment Advisors operates as a solicitor, referring individual clients and various entities to independent, SEC-registered investment advisers without providing portfolio management or investment discretion. The firm is notable for its affiliation with a public accounting practice and its referral-based compensation structure.

Curtis Trimble is a financial advisor at Quarton Capital Partners with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services and Solyco Wealth. Outside of advising, he serves as a director at Solyco Core Partners and is a part owner and member of Poppleton Partners, a lower middle market bank. Quarton Capital Partners is a small supported firm that provides advisory services tailored to individual client needs.