David Robertson

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

Peter Mc Caffrey is a financial advisor at Sound Financial Planning LLC in Bloomfield Hills, MI. He holds a Series 65 designation and has one year of industry experience. Outside of financial advising, he has been a professional cellist with the Detroit Symphony Orchestra since 2012. Sound Financial Planning LLC provides fee-only, advice-only financial planning to individuals and high-net-worth clients, focusing on diversified, passive investment strategies and comprehensive financial planning without managing client assets or exercising investment discretion.

Kevin Radell is a CFP® professional with 20 years of experience in financial advising. He is the principal at Predmore Advisors LLC and has previously worked at Morgan Stanley and The Prudential Insurance Company of America. Outside of his advisory role, he is involved in fine art sales through Predmore Fine Art LLC and provides business consulting via Predmore Holdings Inc. Predmore Advisors LLC primarily manages pooled vehicles and institutional assets while also serving individual clients. The firm offers investment advisory services including retirement strategy analysis, cash-flow budgeting, diversification and insurance recommendations, and tax and estate planning, generally on a non-discretionary basis.

Bassam Salem is a financial advisor at Objective Investments, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at InvestShares Advisor Group Inc., InvestShares, and Wunderlich Securities, Inc. He has been with Objective Investments since 2018. Objective Investments provides fee-based investment management services to individuals, high-net-worth clients, corporations, and qualified retirement plans. The firm offers tailored portfolios using a variety of analytical methods and serves as a limited-scope ERISA 3(21) fiduciary for employer-sponsored retirement plans.

Daniel Lee is a CFA® charterholder and Series 63 licensee with five years of industry experience. He is the principal of AD Quatenus Management Group LLC, where he has worked since 2020. Prior to founding the firm, Lee was a private investor and worked with the UAW Retiree Medical Benefits Trust. He also operates a separate mergers and acquisitions advisory business. AD Quatenus Management Group LLC is a fee-only financial and life planning firm that provides personalized, tax-focused financial planning and investment services to individuals and institutional clients. The firm emphasizes tailored advice through documented client objectives and employs asset allocation, manager selection, and fundamental analysis to build portfolios, including active trading strategies.