Kenneth Sherman Allen

Philip Michalek is the sole advisor at PDM Investment Services, LLC, an independent firm based in Lake Orion, MI. He holds a Series 65 designation and has 15 years of industry experience. Michalek has led PDM Investment Services since 2005. PDM Investment Services advises individual investors, including some high-net-worth households, providing portfolio analysis, discretionary management, and financial planning. The firm employs a combination of strategic adaptive and tactical equity allocation, using proprietary rating models and a long-term market indicator to guide investment decisions.

Brandon Mc Lane is a financial advisor at FUTR Wealth Management LLC in Shelby Township, MI, holding a Series 65 designation. He has no prior industry experience and previously held a sales manager position at SeamlessAI. FUTR Wealth Management is an independent SEC-registered advisory firm that offers financial planning and portfolio management across a broad range of instruments, employing multiple analytic methods and a diverse investment strategy that includes alternative and illiquid assets. The firm serves high-net-worth individuals and business entities but reported no assets under management or client accounts as of December 2025.

John Campbell is a CFP® and Series 65–licensed financial advisor with five years of industry experience. He is the sole advisor at Namesake Group, an independent firm he joined in 2023. Prior to that, he worked at Diversified Portfolios, Inc. and Equity Experts, and he also serves as president of Oak Street Design LLC, a residential design firm owned by his wife. Namesake Group provides investment advisory services to individuals, charitable organizations, corporations, and employee benefit plans. The firm offers discretionary portfolio management, financial planning, pension consulting, and a Personal CFO Stewardship service that integrates broader financial administration with investment oversight. The firm customizes investment advice using model portfolios focused on ETFs and mutual funds, incorporates fundamental analysis and modern portfolio theory, and conducts regular account reviews, coordinating with clients’ tax and legal advisors.

David Matt is the president of Ruby Financial, an independent advisory firm in Washington, Michigan. He holds Series 65 and Series 66 licenses and has 16 years of industry experience. Matt has led Ruby Financial since its inception in 2006. He also maintains life, health, and accident insurance licenses to offer insurance products as needed by his clients. Ruby Financial provides investment advisory and financial planning services on a non-discretionary, individualized basis, serving individuals, high-net-worth clients, businesses, trusts, charitable institutions, and other institutional types. The firm combines fundamental, technical, and cyclical analysis in its recommendations and also offers insurance products and third-party manager solicitations, which is uncommon among similar firms.

Michael Kastler is the sole advisor at Kastler Financial Planning in Ortonville, MI, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and several wealth management firms. Kastler serves on the alumni board of Notre Dame Preparatory School, assisting with alumni activities such as annual homecoming events. Kastler Financial Planning is a fee-only, state-registered advisory firm focusing on financial and retirement planning for individuals in or nearing retirement. The firm employs a predominantly passive investment approach based on Modern Portfolio Theory, offering primarily fixed, tiered, and hourly billing arrangements and providing both planning and discretionary investment management services.

Troy Emmerich is a financial advisor at Meadowbrook Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Flexible Plan Investments Ltd and as an independent contractor prior to his current roles. Outside of advisory work, he serves as a finance and treasury analyst at Mersino Management Company, LLC, a dewatering, rental, manufacturing, and trenching firm. Meadowbrook Asset Management provides investment advisory and financial planning services to pooled vehicles, institutional clients, and small-business plan sponsors. The firm’s investment approach combines active management with Modern Portfolio Theory, Core+Satellite, and value-oriented strategies, and it offers both discretionary and non-discretionary portfolio management along with retirement-plan consulting and employee-benefit advice.