William Winn is a financial advisor at Fiducial Partners LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with Retirement Wealth Advisors and Newbridge Financial Group. In addition to financial advising, he is an independent insurance agent and owns a business selling life insurance, Medicare supplement, and annuity products. Fiducial Partners LLC provides discretionary investment management to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm tailors investment strategies using fundamental and technical analysis, active allocation, and risk management, typically managing accounts on a discretionary basis with quarterly reviews.

Julie Quick, CFP®, BFA™, CDFA® is founder of Cultivate Financial Wellness, a virtual practice where she caters her services to helping women all over the US navigate the financial challenges experienced before, during and after divorce. Working with a wide variety of clients throughout her 25+ year career has taught her that financial planning is about much more than numbers—it’s about paying attention to the values, emotions and life experiences of each individual person. Women, in particular, face unique financial challenges. These may include the long-term effects of the gender wage gap, time out of the workforce to care for family members, and longer life expectancies - all of which can be compounded by a divorce. Julie harnesses her personal and professional experience to help women move from feelings of uncertainty and insecurity to financial empowerment. Julie lives in Howell, Michigan, with her firefighter husband, Jeff, and their dog, Luger. When she isn’t working she enjoys all things fitness, traveling and working on home-improvement projects.

Allen Romain is a CFP® professional with 16 years of experience at Independent Financial Services. He has been involved in farming since 1988 and serves as adjunct faculty at Cleary University. Independent Financial Services provides investment advisory and comprehensive financial planning services to individual clients, focusing on client-directed portfolio construction with an emphasis on retirement planning, tax awareness, risk management, and wealth accumulation. The firm operates primarily on a non-discretionary basis and also offers insurance products as part of its financial planning services.

Angela Barbash is a financial advisor at Revalue LLC with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Revalue and its affiliated entity Reconsider since 2012, with a brief tenure at Symmetry Financial in 2016. Revalue serves individual investors across wealth levels and mission-driven institutional clients, offering financial consulting, investor guidance, and discretionary investment management. The firm employs a values-driven, fundamental investment process with an ESG overlay and provides services through various engagement models, including subscription-based education, consulting, and full investment management.

Andrew Perri is a financial advisor at Pinnacle Wealth Management, Inc. in Brighton, MI, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Pinnacle Wealth Management since 2007 and also owns and operates Pinnacle Tax Advisory, LLC, providing tax preparation, planning, and consultation services. Pinnacle Wealth Management serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate entities, managing approximately $118 million in discretionary assets. The firm offers portfolio management, multi-tiered financial planning, pension consulting, and 401(k) services, employing both discretionary and non-discretionary strategies with customized and model portfolios.

Paul Day is a financial advisor at Pinnacle Wealth Management, Inc. in Brighton, MI, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Thrivent Financial. Pinnacle Wealth Management serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate entities, managing approximately $118 million in discretionary assets. The firm offers tiered financial planning and portfolio management services, including both discretionary and non-discretionary options, and provides adult education retirement classes alongside other advisory consulting services.

Eve Gaiser is a financial advisor with Pinnacle Wealth Management, Inc. in Brighton, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Pinnacle Wealth Management and Berthel Fisher & Company Financial Services since 2013. In addition to her advisory work, she is also a licensed insurance agent, selling life and fixed insurance products. Pinnacle Wealth Management advises individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and pension consulting through a tiered planning process, with services ranging from investment audits to tax and estate planning, and provides client education and wrap fee programs.

Mark Wojno is a financial advisor with Pinnacle Wealth Management, Inc. in Brighton, MI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has also operated his own CPA and tax preparation practice since 1985. Wojno’s outside activities include tax preparation and accounting services under his CPA license. Pinnacle Wealth Management, Inc. serves individual investors, pension and profit-sharing plans, 401(k) plans, charitable organizations, and corporate entities, managing approximately $118 million in discretionary assets. The firm offers customized portfolio management and tiered financial planning packages, along with educational retirement classes and various consulting services.

Michael Gorsline is a financial advisor at Evergreen Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Evergreen Wealth Management since 2015, previously working at Evergreen Financial Group. Outside of his advisory role, Gorsline is an independent licensed insurance agent and dedicates part of his professional time to offering insurance products. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory, focusing on long-term trading and diversified asset allocation.

Joseph Morphew is a Series 65-licensed financial advisor with one year of industry experience, currently with MDRN Capital. His prior experience includes positions at Raymond James Financial Services and ownership of Morphew Insurance Group. Outside of financial services, he is CEO of La Boutique, a women’s clothing consignment shop in Howell, Michigan. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning through a multi-advisor team. The firm employs a primarily long-term investment approach, utilizing unaffiliated independent managers and low-cost funds.

Jeffrey Gorsline is a financial advisor at Evergreen Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Evergreen Wealth Management since 2015. Outside of his advisory role, he managed Weekend Survival Kits, Inc. for over a decade and serves as managing member and general partner of Evergreen Capital Funds, LLC, a private investment partnership focused on value investing. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans with discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory to pursue long-term trading and diversified asset allocation.

Cooper Gross is a financial advisor at Evergreen Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Plante Moran Financial Advisors, LLC. Before entering the financial advisory field, he spent four years at Michigan State University and six years with Williamston Community Schools. Evergreen Wealth Management provides discretionary portfolio management, pension consulting, and related advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to guide investment decisions, creating client-specific Investment Policy Statements with regular monitoring and reporting.

Duane Johnson is a financial advisor at Consolidated Portfolio Review Corp with 25 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Vanderbilt Financial Group, Executive Wealth Management, Private Client Services, TD Ameritrade, and Charles Schwab. Johnson is also the founder and principal of Quarters Wealth Management LLC. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering both proprietary and third-party investment solutions.

Stacey Hanson is a financial advisor at Fifth Third Securities, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities and Fifth Third since 2007. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Paul Petroff is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Fifth Third Securities since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Joshua Flint is a financial advisor with Principal Financial Services, holding a Series 66 designation and three years of industry experience. Prior to joining Principal, he worked at Williamston Elementary School and was a full-time student for five years. He is also involved in the sales of fixed insurance products, including fixed life, fixed annuities, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Michael Miller is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior work includes roles at Thrivent Financial, MML Investors Services, and MassMutual. He is also associated with Endependence Financial, where he is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser that serves a broad range of clients, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting both advisor-managed and third-party models.

Matthew Schartow is a financial advisor with Empower Advisory Group based in Perry, MI. He holds Series 63 and Series 65 credentials and has three years of industry experience. Prior to joining Empower, he worked for Alerus Financial from 2016 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Heather Aeschliman is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Creative Planning with nine years of industry experience. She previously worked at Founders Financial Securities LLC and Jones Retirement Advisors, among other firms. Outside of her advisory role, she serves on the boards of Howell Rotary, Livingston County Catholic Charities, and Amber Reinek House, a 501(c)(3) home for women in recovery. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio management and private market investment options.

Benjamin Eichler is a financial advisor with Principal Financial Services in Williamston, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Whippletree Financial PC, Principal Securities INC, and Principal Life Insurance Company since 2013. Eichler serves as a board member of the Kiwanis Club of Williamston and the Williamston Schools Robotics Boosters, and he is president of the Williamston Schools Foundation, a local school endowment fund. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.