Bloom Advisors, Inc., established in 1995, is a Registered Investment Adviser specializing in professional money management services for individual investors and businesses. The firm, founded by Ken Bloom and Rick Bloom, operates on a discretionary, no-commission, fee-only basis. Bloom Advisors constructs diversified investment portfolios using no-load mutual funds and ETFs, emphasizing factors like fund performance, management continuity, and cost efficiency. The minimum account size for their services is $250,000, with total client assets managed amounting to $1,305,417,356 as of 12/31/2023. Fees are assessed quarterly based on the average daily balance, with accounts ranging from $250,000 to $1 million incurring a 1% annual fee, and accounts over $1 million charged 0.75% per annum. Bloom Advisors does not accept performance-based or side-by-side fees to align with long-term client goals. The firm's investment strategies focus on strategic asset allocation, investment selection, portfolio construction, monitoring, and rebalancing to maximize returns while managing risks. Bloom Advisors has a clean disciplinary record and does not engage in principal trading or agency cross transactions. Clients' accounts are held by third-party custodians, and the firm has discretionary authority over investments, with clients retaining the right to limit this authority. Bloom Advisors does not handle proxy voting for client securities and has a transparent fee structure with no financial difficulties reported.

Blue Chip Partners, LLC is a financial advisory firm based in Farmington Hills, Michigan. It currently has approximately $1,042,895,791 of assets under management and employs about 25 people. Blue Chip Partners, LLC uses a fee structure of a percentage of assets under your management and fixed fees.

Wasserman Wealth Management, LLC, established in 2003, is a registered investment adviser specializing in managing investment portfolios for individuals, trusts, charitable organizations, small businesses, and qualified retirement plans. The firm designs personalized investment policy statements based on client objectives and risk profiles, utilizing passive and evidence-based mutual funds and ETFs, primarily from Dimensional Fund Advisors. Clients' assets are allocated based on their Investment Policy, with a focus on long-term investment strategies rooted in Modern Portfolio Theory. WWM offers wealth management consultations covering various financial areas and may provide advisory services to employee retirement benefit plans. The firm charges annual fees based on a percentage of assets advised, with a minimum account size of $500,000 for individual fixed income securities management. WWM does not charge performance-based fees and acts as a fiduciary, requiring written authority for investment discretion. Clients receive quarterly performance reports and custodial statements, with account reviews conducted quarterly. The firm does not vote proxies on behalf of clients and has no financial commitments affecting its ability to meet client obligations. For more information, visit www.wassermanwealth.com or contact (248) 626-3900.

The Enterprise Investment Company, operating as Pappas Financial, was established in 1985 by Norman Arthur Pappas. The firm primarily recommends clients to unaffiliated advisers or provides discretionary and non-discretionary portfolio management. EIC is a registered investment adviser with the SEC and offers financial planning services. Clients may be referred to limited partnerships or hedge funds. EIC provides discretionary or non-discretionary portfolio management based on clients' financial circumstances and investment objectives. The firm manages dynamic portfolio strategies with varying asset allocations. EIC charges fees based on a percentage of assets under management, ranging from 0.25% to 1.25%. Financial planning clients may be charged hourly fees ranging from $50 to $350. The firm does not have any disciplinary history and provides services to high net-worth individuals, trusts, estates, corporations, and other entities. EIC uses fundamental security analysis and primarily recommends unaffiliated sub-advisers for investment management services. Clients are encouraged to contact the firm with any changes to their financial situation. The firm does not maintain custody of client funds and may have investment discretion over client accounts. Clients retain the authority to vote on securities held in their accounts. Norman Arthur Pappas, Gil J. Feldman, and Adam J Offerman are the key investment adviser representatives at EIC. Norman Pappas is the President and Chief Compliance Officer, while Gil Feldman and Adam Offerman are Investment Adviser Representatives. The firm's principal business is estate and financial planning, and clients may be referred to the affiliated broker-dealer for securities services. The firm's representatives do not have any disciplinary history and may receive additional compensation for securities transactions through the broker-dealer. Norman Pappas supervises the firm's operations and client advice.

FAI Advisors, Inc. is an SEC-registered investment adviser established in 2006, located in Farmington Hills, MI. The firm offers investment management services on a discretionary basis, tailoring portfolios to individual client needs and goals. Clients retain ownership of securities, and advisory accounts are managed based on client objectives. FAI may engage sub-advisers like SEI Investments Management Corporation for portfolio management. The firm charges annual fees based on a tiered percentage of assets under management. Consulting services are also available, with fees determined by service complexity. FAI Advisors acts as a fiduciary for clients, providing continuous advice and maintaining client suitability information. Investment strategies include fundamental and technical analysis, asset allocation, and mutual fund/ETF analysis. The firm discloses potential conflicts of interest, including insurance-related activities and compensation arrangements. Clients have the right to terminate agreements and choose insurance providers. FAI Advisors does not vote proxies for clients and does not engage in principal or agency cross transactions. Clients are responsible for directing custodians on voting proxies and legal proceedings. The firm emphasizes transparency, client education, and adherence to fiduciary duties.

GPM Growth Investors, Inc. is an independent, employee-owned investment management firm based in Bloomfield Hills, Michigan, founded in 1993 by Timothy Griffin. The firm specializes in managing money for a diverse client base and providing financial planning services. GPM offers two distinct portfolio strategies: 100% Stock and Balanced, with a focus on long-term growth and income. The firm's investment philosophy centers on owning competitively advantaged and attractively valued companies for sustained growth. GPM also offers ETF-Based portfolios for clients at earlier wealth accumulation stages or below standard account minimum sizes. GPM operates as a registered investment adviser, acting in the best interests of clients. The firm charges management fees based on a percentage of assets under management, with a standard minimum account size of $1,000,000 for individual securities accounts and $100,000 for ETF-based accounts. GPM does not charge performance-based fees and maintains investment discretion to make buy/sell decisions aligned with client objectives. The team at GPM, including Brittney Della Torre, Joseph Griffin, and Timothy Griffin, are experienced professionals committed to delivering high-quality investment guidance and client service. The firm's investment strategies are guided by a disciplined approach focused on long-term wealth preservation and growth. GPM's client-centric approach emphasizes transparency, open communication, and client engagement to ensure a tailored investment experience.