Sonya Palumbo

Frank Crosby is a Series 65-licensed financial advisor with Jamerson-Crosby Investment Advisors LLC in Detroit, MI, bringing 12 years of industry experience. He concurrently works as a full-time research scientist at the U.S. Department of Defense's Naval Surface Warfare Center in Panama City, Florida. Jamerson-Crosby Investment Advisors LLC offers investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, foundations, and endowments. The firm employs a quantitative and economic analysis-driven investment process, combining long-term asset allocation with ongoing monitoring and rebalancing, and provides free services to nonprofit charitable organizations.

Jason Mcelroy is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Worldwide Capital Advisors, LLC. He previously worked at First Allied Advisory Services, Inc. and First Allied Securities. In addition to his financial advisory role, he owns and operates Downriver Income Tax, a tax preparation and accounting business. Worldwide Capital Advisors, LLC offers discretionary asset management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm manages approximately $84.3 million in assets across about 380 client relationships, using a range of analysis methods and providing tailored investment strategies with ongoing portfolio monitoring.

Anthony Daneshyar is a financial advisor at Measured Path Capital, LLC in Canton, Michigan. He holds the Series 66 designation and has experience working at firms including Populus Group, LPL Enterprise, and PRUCO Securities, as well as a long tenure at Ford Motor Company. His background includes roles in both the financial services industry and corporate sector. Measured Path Capital, LLC is a Michigan state-registered investment adviser that provides non-discretionary portfolio management, coordinates financial planning through third-party firms, and offers hourly consulting and investment education. The firm focuses on diversified, low-cost investment vehicles and combines fundamental and technical analysis to inform timing and risk management.

Peter Bakalis is the sole advisor at Bakalis Financial Inc. in Trenton, MI, holding Series 63 and Series 66 credentials with 13 years of industry experience. His prior work includes roles at D.H. Hill Advisors, DH Hill Securities, Spc, and Sigma Financial Corporation. Outside of financial advising, he has owned and operated Maalouf Salon since 2009 and maintains an independent insurance agency. Bakalis Financial Inc. provides portfolio management services to individual and high-net-worth clients, utilizing a combination of analytic techniques and modern portfolio theory within a long-term trading framework. The firm manages approximately $26 million in client assets and offers both discretionary and non-discretionary investment mandates.

Christopher Ford is the sole advisor at Ford Financial Fitness, LLC, an independent, fee-only registered investment adviser. He holds a Series 65 designation and has one year of experience in investment advisory services. Ford also works as a mortgage originator at Rocket Mortgage, where he has been employed since 2010. Ford Financial Fitness provides discretionary and non-discretionary investment management as well as financial planning services primarily for high-net-worth individuals. The firm employs a mix of passive and active investment strategies based on fundamental and cyclical analysis, and it offers clients options for socially conscious investing and customizable restrictions.

Alan Caldwell is a CFP® and Series 65-licensed advisor with six years of industry experience. He is the principal of On Track to Retire LLC, where he has worked since 2019. His prior experience includes roles at Origin Financial and several community-focused organizations. On Track to Retire LLC offers financial planning and investment advice to individuals and high-net-worth clients, emphasizing customized plans that incorporate fundamental analysis and modern portfolio theory. The firm uses a fee structure based on fixed and hourly planning fees and does not manage assets on a discretionary basis.