Adam Du Bois is a financial advisor at Cetera with a Series 66 designation and one year of experience in the industry. Outside of advising, he is involved with MoldPro and Caballero Financial Advisory. Adam graduated Magna Cum Laude from Eastern Michigan University, where he studied Business Administration. Cetera Investment Advisers LLC serves a diverse client base, including individuals, corporations, retirement plans, and institutions, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement plan services, utilizing multiple investment platforms and third-party managers.

Jason Mcelroy is a CFP® with 16 years of industry experience and is the principal advisor at Worldwide Capital Advisors, LLC. He has been with Worldwide Capital Advisors since 2012 and also operates Downriver Income Tax, a tax preparation and accounting business he founded. Worldwide Capital Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm develops customized investment programs based on client goals and risk tolerances and offers comprehensive to topic-specific financial planning.

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.

Staying on top of your personal finances can be daunting. I get it. Like everyone else, you have a family, a career, and a half dozen hobbies to which you’d love to devote more time. That’s great! Those are all important things, and you shouldn’t feel guilty about devoting time to those areas of life. But let’s be honest, it’s easy for your finances to get pushed to the background. Who really wants to spend their very limited free time writing out a budget, much less a five-year plan or a list of life goals! Do you feel that even if you had a spare moment to contemplate your financial well-being, you wouldn’t even know where to begin? Perfect! That’s where I come in. I want to help you de-mystify your finances. I want to help you get organized. It IS possible to be at peace with your finances. You don’t have to feel like you’re continuously playing catch-up. Let’s roll up our sleeves together and get started! Why? Because you DO have goals and dreams– and those dreams deserve a fighting chance! Together we’ll use a systematic and comprehensive approach to develop a plan that is completely tailored to you, to your life, and your needs. At Bespoke Planning, my standard of success is simple: to provide a bespoke planning experience that is tailored to each individual client. I’m not a mass market kind of guy. If you’re looking for a mass market experience, or you’re simply looking for an “investment guy,” I’m not it. As a financial planner, I truly love helping clients work through their most difficult financial issues so that they can achieve their goals and live their best life. My wife may think I’m crazy because I spend my free time reading through tax guides and countless blog posts on personal finance– but hey, I love what I do. I feel truly blessed to have found a career about which I am so passionate. I get to see people realize their dreams, mostly by helping them with a lot of the nerdy, nitty-gritty stuff that normal people find to be, quite frankly, super boring. Although the process can be challenging at times, I believe that the results will be richly rewarding! I want to hear you describe your vision of a meaningful life.

Michael Rudy is a CFP® and Series 63-registered financial advisor with 15 years of experience. He has operated Wolakota Financial Advisors since 2006 in Ypsilanti, MI. In addition to financial planning and tax preparation, Rudy provides psychoanalytic psychotherapy focused on money-related issues, a practice he has maintained since 1976. Wolakota Financial Advisors serves individual clients with personal portfolio management and comprehensive financial planning, incorporating fundamental analysis and asset-allocation strategies that consider age, net worth, income, and tax factors. The firm operates as a fee-only, single-advisor practice and offers additional services including tax preparation and psychological counseling.

Brian Teets is a financial advisor at Legacy Investment Advisors LLC with a Series 65 credential and two years of industry experience. He has worked at Legacy Investment Advisors since 2023 and has been associated with Safe Haven Wealth Management since 2013. Prior to his financial advisory roles, he worked with Dearborn Schools for 27 years. Legacy Investment Advisors LLC provides ongoing portfolio management to individual and high-net-worth clients, offering both discretionary and non-discretionary services. The firm uses multiple methods of analysis, including charting, fundamental, quantitative, and technical approaches, and employs both long-term and short-term trading strategies.

Erin Shelton is a Series 65–licensed financial advisor with Key Concerns Inc in Wyandotte, MI, where she has worked since 2008. She has 15 years of industry experience. Outside of her advisory role, she is involved in the rare coin business through Farmington Valley Rare Coins and facilitates estate planning data gathering for Doyle Law PC. Key Concerns Inc serves individual clients and small business retirement plans by selecting and monitoring third-party money managers and providing financial planning and consulting. The firm matches clients to unaffiliated advisers based on personalized investment policies and performs ongoing due diligence without providing discretionary portfolio management itself.

Adam McLaughlin is a financial advisor with River Raisin Investment Partners, Inc. in Monroe, MI, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He worked at LPL Financial for 10 years prior to joining his current firm in 2019. He serves as an alternate board member for the Monroe Charter Township Zoning Board of Appeals. River Raisin Investment Partners serves individual and high-net-worth clients, offering portfolio management and financial planning with an individualized asset-allocation approach that typically involves exchange-traded funds and a mix of fundamental, technical, and tactical analysis.

John Robbins is a CFP® with 39 years of industry experience, currently serving at Jfr Financial Services, Inc. in Trenton, MI, where he has worked for 35 years. He has also held positions at LaSalle St Securities LLC and Lpl Financial LLC. Outside of financial advising, he authored a book titled *A View from the Back Row – What Happened to Our Church?* and serves as trustee managing charitable giving accounts. JFR Financial Services primarily serves individual and high-net-worth clients, offering comprehensive financial planning, investment management, consultations, educational seminars, and income tax-preparation services. The firm manages approximately $277 million on a discretionary basis and emphasizes fundamental, long-term investment analysis tailored to clients’ goals and risk tolerances.

Anthony Harwood is a financial advisor at Harwood Investment Strategies, L.L.C. with eight years of industry experience. He has been with Harwood Investment Strategies since 2017 and holds a Series 65 designation. Prior to his advisory role, he worked at HCR-ManorCare from 2008 to 2017. Harwood Investment Strategies provides investment advisory and portfolio management services to individuals, families, trusts, estates, business entities, and non-profit organizations. The firm serves both retail clients and institutional plan sponsors, offering discretionary and non-discretionary management as well as support for employer-sponsored retirement plans, with an investment approach that combines fundamental analysis and quantitative measures along a generally long-term, value-oriented bias.

David Mcdonald is a financial advisor with MFG Capital, Inc. in Trenton, MI, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at MFG Capital since 2018 and has been involved with McDonald Financial Group since 2013. Outside of his advisory role, he is also active as an insurance agent, selling insurance products. MFG Capital, Inc. provides fee-based investment management and financial planning services to individuals and business entities, managing discretionary portfolios and co-advising some accounts with a third-party manager. The firm emphasizes individualized portfolios based on client goals, time horizons, and risk tolerance, and offers public educational seminars.

Scott Burns is a financial advisor at River Raisin Investment Partners, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Fifth Third Securities. Outside of his advisory role, Burns is an owner of PIN SEEKERS, LLC, a non-investment related business. River Raisin Investment Partners provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a range of investment strategies using ETFs, mutual funds, equities, fixed income, and other securities, with accounts reviewed regularly to align with clients’ objectives and risk tolerance.

Patrick Guentner is a financial advisor with Legacy Investment Advisors LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience and is also a practicing attorney with Guentner, Barbee & Associates PLLC. Outside of his advisory and legal work, he is involved in several business ventures, including retail and sales enterprises. Legacy Investment Advisors LLC provides discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, quantitative, and technical analysis with a limited investment menu that includes mutual funds, fixed income, equities, annuities, and ETFs, including precious-metals ETFs.

Edwin Harwood is a financial advisor at Harwood Investment Strategies, L.L.C. in Monroe, MI, holding a Series 65 designation with 16 years of industry experience. He has been with Harwood Investment Strategies since 2008. Harwood Investment Strategies provides investment advisory and portfolio management services to individuals, families, trusts, estates, business entities, and non-profit organizations. The firm serves both retail clients and institutional plan sponsors, employing a long-term, value-oriented investment approach that includes the use of derivatives and discretionary management for pooled vehicles such as employer-sponsored pension plans.

Craig Sawicki is a financial advisor with JFR Financial Services, Inc. in Trenton, MI, holding Series 63 and Series 66 licenses with 32 years of industry experience. He has worked at LaSalle St Securities since 2019 and previously spent 12 years at LPL Financial. Besides advisory services, he is involved in income tax preparation through JFR Financial Services. JFR Financial Services primarily serves individual and high-net-worth clients, providing financial planning, investment management, educational seminars, and income tax-preparation services. The firm manages approximately $277 million on a discretionary basis for nearly 600 clients, emphasizing long-term, fundamental investment analysis tailored to clients’ goals and risk tolerances.

Jennifer Brown is a financial advisor at Key Concerns Inc with 14 years of industry experience. She holds a Series 65 designation and has worked at Belpointe Asset Management, LLC since 2016 and Key Concerns, Inc. since 2011, as well as a brief tenure at Tuttle Wealth Management. Outside of advisory services, she is involved in tax preparation through Liberty Tax. Key Concerns Inc. serves individual clients and small business retirement plans by selecting and monitoring third-party money managers and providing financial planning and consulting services. The firm focuses on aligning clients’ Personal Investment Policy Statements with appropriate unaffiliated advisers and maintains a formal solicitor role with multiple third-party advisory firms.

Lee Haselschwerdt is an investment advisor representative with Fairway Investment Group, LLC and holds a Series 66 designation. He has one year of experience in the financial industry and a long-standing career as a teacher with Dundee Community Schools since 2002. He is also associated with MEA Financial Services, where he acts as an insurance representative. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm provides fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, focusing on tailored recommendations and predominantly non-discretionary management.

Lowell Conner is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and with 10 years of industry experience. He has been with Fairway Investment Group, Paradigm Equities, Inc., and MEA Financial Services since 2017. Conner is also a licensed insurance representative with MEA Financial Services. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, operating mainly on a non-discretionary basis with a focus on tailored investment recommendations.

Nicholle Zoltaszek is a financial advisor at Success Wealth Management LLC with 16 years of industry experience. She holds a Series 66 designation and has worked previously at Bankers Life and American Senior Benefits. Success Wealth Management LLC serves individual and high-net-worth clients through discretionary asset management, financial planning, and consulting, managing approximately $110.5 million in assets across about 814 client relationships with a team of 15 advisors. The firm applies Modern Portfolio Theory to asset allocation and includes a range of investment options tailored to client risk profiles.

Justin Kowalski is a CFP®-certified financial advisor at Dew Wealth Management with six years of industry experience. Prior to joining Dew Wealth Management in 2023, he worked at Hantz Financial Services and Elite Technical Services. He also operates Justin K Consulting, LLC, where he conducts financial analysis, business valuation, and financial modeling. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering family-office style programs, financial planning, retirement consulting, and investment management. The firm provides both discretionary and non-discretionary investment management and coordinates with other client professionals as part of its service model.