Kyle Henris is a CFP® certificant and Series 63 license holder based in Rochester, MI, with experience in financial advising since 2015. He has worked at Northwestern Mutual and has led multiple ventures, including Henris Capital LLC and Life Beyond Lattes LLC, a digital education business. Since 2025, he has been the sole advisor at Freedom Formula Wealth Management. Freedom Formula Wealth Management provides discretionary investment management and financial planning services to individuals, including high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis, using both passive and active investment strategies, and typically operates with discretionary trading authority on an institutional brokerage platform.

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 with a Series 65 credential and one year of industry experience. Prior to joining FUTR Wealth Management, he held roles at SeamlessAI, where he currently serves as a Sales Manager, as well as at Globe Life: American Income, Demand Capture, Tattle, and TE Connectivity. FUTR Wealth Management is an investment manager offering financial planning and portfolio management services to individuals, high-net-worth clients, and business entities. The firm employs a multi-method investment approach incorporating various strategies such as long-term investing, options, and venture capital, and emphasizes tailored model allocations without investment discretion or custody of client assets.

John Campbell is a CFP® professional with five years of experience in the financial advisory industry. He is the sole advisor at Namesake Group, an independent registered investment adviser, and has prior experience at Diversified Portfolios, Inc., Equity Experts, and Plante Moran Financial Advisors. Outside of his advisory work, he is involved with Oak Street Design LLC, a residential design firm where he manages bookkeeping, client relations, and business development. Namesake Group provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, businesses, and institutional clients. The firm employs model portfolios combined with fundamental analysis and modern portfolio theory, focusing on ETFs and mutual funds, and offers pension consulting and participant education services.

David Matt is the president of Ruby Financial and holds Series 65 and Series 66 licenses. He has 15 years of industry experience and has been with Ruby Financial since 2006. In addition to investment advisory services, he maintains life, health, and accident insurance licenses to provide insurance products to clients as needed. Ruby Financial offers investment advisory and financial planning services on a non-discretionary basis, serving a range of clients including individuals, high-net-worth clients, businesses, trusts, and charitable institutions. The firm integrates fundamental, technical, and cyclical analysis in its recommendations and also provides insurance products, solicitor services, and third-party money manager recommendations.

Michael Kastler is a financial advisor with Kastler Financial Planning in Ortonville, MI, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Garrett Investment Advisors. He serves on the Alumni Board of Notre Dame Preparatory School, assisting with alumni activities. Kastler Financial Planning is an independent, fee-only advisory firm focusing on financial and retirement planning for individuals, particularly those in or nearing retirement. The firm employs a predominantly passive investment approach based on Modern Portfolio Theory and offers a range of planning services alongside investment management through a major custodian.

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.

Joseph Venegas is the principal of JDV Wealth Advisors, LLC, an independent firm based in Goodrich, Michigan. He holds a Series 66 designation and has 17 years of industry experience. In addition to his advisory role, Venegas is involved in independent insurance sales, tax preparation services, and serves as a high school football and baseball coach. JDV Wealth Advisors provides personalized financial planning and portfolio management services to individual clients, emphasizing individualized asset allocation and Modern Portfolio Theory. The firm generally operates on a non-discretionary basis and often acts as a co-advisor when recommending third-party investment managers.

Erik Klumpp is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Chessie Advisors, LLC. He founded Chessie Tax, LLC, a tax preparation service focused on personal and small business returns, and is also the founder and Director of Tax Operations at Magni Publicani, LLP (DBA Student Loan Tax Experts), which specializes in personal income tax preparation. Chessie Advisors is an independent, fee-only firm serving individuals and families, including high-net-worth clients, trusts, pension plans, charitable organizations, and small businesses. The firm employs a Modern Portfolio Theory-based Core + Satellite investment approach and integrates ongoing financial planning into its discretionary portfolio management services.

Michael Skrzypczak is the sole advisor at Triumph Investment Advisory Group, LLC in Rochester, MI, holding a Series 65 designation with 11 years of industry experience. He has been self-employed since 2010. Triumph Investment Advisory Group provides fee-based investment advisory and money-management services to individuals, high-net-worth clients, trusts, and charitable entities, along with financial and retirement planning. The firm employs a client-focused, value-oriented investment approach and offers educational seminars, regular portfolio reviews, and flexible financial planning options.

Alan Dishow is the sole advisor at Dishow Wealth Management LLC and holds a Series 65 designation. He has no prior industry experience but has been an adjunct finance professor at Davenport University since 2020 and works part-time assisting with operations at a family-owned gas station. Dishow Wealth Management LLC is a newly registered investment manager that plans to serve retirement plans, small businesses, and individual and high-net-worth investors. The firm offers discretionary and non-discretionary portfolio management, custom portfolio construction, and financial planning, combining fundamental, technical, and macroeconomic analysis to build diversified portfolios.

Thomas Graber is a CFP® and ChFC® with 35 years of industry experience. He is the principal at Impact Investment Strategies, Inc., an independent firm he has led since 2021. Prior to this, he spent over a decade with Raymond James Financial and operated Impact Benefits, Inc., where he provided non-variable insurance services. Impact Investment Strategies serves individuals, high-net-worth clients, families, and businesses by offering discretionary and non-discretionary investment management, comprehensive financial planning, and qualified retirement plan consulting. The firm uses a proprietary strategic asset-allocation framework and multiple analytical methods to tailor and monitor portfolios, and it provides qualified plan consulting including fiduciary services and educational seminars.

David Cretcher is a financial advisor at Weather Eye Advisors, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked at Castle Tax Defense, Inc. since 2021 alongside his role at Weather Eye Advisors, which he joined in 2012. Weather Eye Advisors provides investment advisory and financial planning services to individuals, families, corporations, and non-U.S. clients. The firm employs an All-Weather, macro-driven investment approach focused on risk management and income-producing instruments, with services that include portfolio management, tax and financial planning, and insurance advice.

Michael Miley is a financial advisor with New View Financial, LLC in Auburn Hills, MI, holding Series 63 and Series 66 designations and 24 years of industry experience. He previously worked at Sigma Financial Corporation and operated Miley Financial before founding New View Financial in 2018. New View Financial provides financial planning, consulting, and investment management services to individuals, families, trusts, estates, and small businesses. The firm employs a customized investment approach that includes fundamental and technical analysis, sector and cyclical analysis, and modern portfolio theory, typically utilizing no-load mutual funds and ETFs alongside other instruments.

Kenneth Allen is a CFP® with 17 years of industry experience. He is the managing member and Chief Compliance Officer of Allen Financial Management, an independent firm he founded in 2010. He has worked at Mutual Securities, Inc. since 2015. In addition to his advisory work, he is also licensed to provide term life and universal life insurance services. Allen Financial Management provides discretionary portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a variety of analytical approaches and trading strategies to tailor portfolios primarily through mutual funds and exchange-traded funds.

Michael Prus is the president and founder of Scale Investment Group, an independent investment advisory firm. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Prior to founding Scale Investment Group in 2010, he worked at Freedom One Financial Group and Investment Counsel Inc. Scale Investment Group provides investment advisory and consulting services to individual and institutional clients, including ERISA-qualified retirement plans and other advisers. The firm focuses on low-cost, diversified portfolios using a combination of quantitative and qualitative fund selection, offering both discretionary and non-discretionary management along with pension consulting and sub-advisory services.

David Patterson is a CFP® professional with 16 years of industry experience. He has been with Patterson Advisors, LLC since 2005. Patterson Advisors provides comprehensive financial planning and portfolio analysis primarily to individual clients, including high-net-worth individuals, trustees, and beneficiaries. The firm uses goal-based planning software and an asset-allocation framework to build diversified portfolios, emphasizing low-cost mutual funds and ETFs, and serves a limited client base with a fee-for-service model.

Tommi Harris is a financial advisor at Ecos Wealth Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Verde Capital Management for 15 years. Harris is also president of VERDE Insurance Agency LLC. Ecos Wealth Advisors is a small registered investment adviser managing approximately $65 million for around 120 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, employing a multi-method investment process within a long-term trading framework.

David Boike is a financial advisor with Retirement Resources, LLC in Auburn Hills, MI. He holds the ChFC® designation and Series 63 license and has 16 years of industry experience. Boike has worked at Global Financial Private Capital, LLC since 2010 and Retirement Resources since 2009. He is also an independent insurance agent, dedicating approximately 20% of his time to this activity. Retirement Resources, LLC primarily serves individual clients with a focus on retirement income planning, providing ongoing asset management, comprehensive and modular financial planning, and consultations for corporate benefit plan sponsors. The firm manages about $143 million for roughly 374 clients and employs a three-advisor team.

Daniel Chapman is a financial advisor at Retirement Resources, LLC in Auburn Hills, MI, holding a Series 65 designation with 13 years of industry experience. He has been with Retirement Resources since 2011. Retirement Resources primarily serves individual clients with a focus on retirement income planning, offering asset management, financial planning, and consultations. The firm manages approximately $143 million for around 374 clients and provides portfolio oversight through Fidelity’s institutional custody platform, incorporating various analysis techniques and third-party sub-advisers.