James L'esperance is a financial advisor at Barking Sands Capital in Troy, MI, holding the ChFC® designation and Series 63 license, with 19 years of industry experience. He has operated The L'esperance Group, LLC since 2004. Outside of his advisory role, he is involved in a licensed insurance agency selling and servicing fixed insurance products such as life insurance and annuities. Barking Sands Capital provides personalized, fee-based investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-equity strategy combined with diversified options and uses third-party managers when appropriate, managing approximately $45 million in primarily discretionary assets for about 85 clients.

Kenneth Wittenberg is a financial advisor at Wittenberg Investments Inc. with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wittenberg Investments since 2018, previously working at Secure Asset Management. Wittenberg Investments Inc. provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses fundamental analysis to construct portfolios and offers services such as Investment Policy Statement creation, ongoing monitoring, and pension consulting, managing approximately $89 million in discretionary assets with a small advisory team.

Paige Weymouth is a CFP® professional at Palatine Hill Wealth Management with three years of industry experience. She has worked at several firms including Northwestern Mutual, Ascent Wealth Partners, and Ross Hoezee. Prior to her financial advisory career, she was employed at the Law Offices of Barton C Rachwal. Palatine Hill Wealth Management is a registered investment adviser serving individuals, employee-sponsored retirement plans, trusts, foundations, charities, and corporate clients. The firm manages approximately $296 million for nearly 279 clients, offering discretionary and non-discretionary investment management, integrated financial planning, and retirement plan consulting.

Kyle Whipple is a financial advisor at Custom Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has previously worked at AE Wealth Management, Kalos Capital, and C. Curtis Financial Group. In addition to his advisory role, he is a partner and financial advisor at Custom Wealth Solutions, where he is involved in insurance sales and services. Custom Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, families, and trusts with discretionary investment management, financial planning, and limited consulting services. The firm utilizes an active, asset-allocation approach and has a specialization in bank-issued structured notes, supported by an affiliated insurance agency.

Scott Carty is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Custom Wealth Management in Plymouth, MI. His prior roles include positions at Oliver Lagore Vanvalin Investment Group, AE Wealth Management, and Sigma Planning Corporation. Outside of his advisory work, he volunteers as a soccer coach at Plymouth Christian Academy. Custom Wealth Management is an SEC-registered investment adviser that provides discretionary investment management, integrated financial planning, and consulting services to individuals, families, and trusts. The firm focuses on an active, asset-allocation approach and has specialization in bank-issued structured notes, supported by an affiliated insurance agency offering life, long-term care, and annuity products.

Joshua Raider is a financial advisor with Raider Dennis Agency and holds a Series 65 designation. He has eight years of experience with the firm, including four years in the industry. Raider Dennis Agency provides investment advisory services to individual and high-net-worth clients, utilizing model portfolios on a wrap-fee platform. The firm employs cyclical analysis and third-party model managers accessed via AE Wealth’s platform, primarily managing accounts on a non-discretionary basis while maintaining active insurance brokerage and securities activities.

Walter Maziarz is a financial advisor with Trinity Wealth Solutions LLC in Sterling Heights, MI, holding a Series 66 designation and 28 years of industry experience. He has owned and operated multiple related businesses focused on financial services and tax planning since the mid-1990s. Maziarz also serves on the boards of several nonprofit organizations that promote Polish culture and investment opportunities in the Detroit area. Trinity Wealth Solutions is a state-registered independent advisory firm serving individuals, families, trusts, estates, and retirement-plan participants. The firm offers wealth management, retirement and estate planning, comprehensive financial planning, and income tax planning and preparation, utilizing a combination of TAMP-managed strategies and direct securities tailored through a proprietary asset-allocation model.

Robert Murphy is a financial advisor at Pinnacle Wealth Management Group, Inc. in Plymouth, MI, holding a Series 65 designation with six years of industry experience. He has been with Pinnacle Wealth Management Group since 2017. Pinnacle Wealth Management Group serves individual, high-net-worth, and corporate clients, offering financial planning, discretionary portfolio management, and a wrap-fee Platinum family-office program. The firm uses strategic asset allocation with tactical rebalancing and manages accounts primarily on a discretionary basis through model strategies that include equities, fixed income, mutual funds, ETFs, and alternatives.

Jonathan Carender is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Paragon Investing, LLC with six years at the firm and five years of total industry experience. Prior to joining Paragon Investing in 2020, he worked at Scio Software and TKS Industrial Company. Paragon Investing provides investment advisory and financial planning services to individuals, high-net-worth clients, other investment advisers, and businesses. The firm employs a tailored approach using asset allocation, dollar-cost averaging, fundamental and technical analysis, and a range of investment vehicles including mutual funds, ETFs, and restricted-access funds.

Brett Kidd is a financial advisor at Kidd Financial Planning, LLC with the PFS™ designation and one year of experience in financial planning. He has also worked at Norton & Kidd CPAs for ten years. Kidd Financial Planning, LLC provides investment management, financial planning, and retirement-plan advisory services to individual investors, trusts, charitable organizations, small businesses, and participant-directed retirement plans. The firm emphasizes passive, diversified, long-term investment strategies using mutual funds and ETFs and employs quantitative tools and third-party managers to manage client portfolios.

Rocco Scarsella is a financial advisor with The Financial Center, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. since 2008. Outside of his advisory role, Scarsella serves as president of NICTON Inc., a company that owns an office building, and is involved in tax planning and business consulting through related entities. The Financial Center provides fee-based financial planning, general consultations, and educational seminars to individuals, high-net-worth clients, corporations, charitable organizations, estates, and trusts. The firm focuses on delivering tailored financial plans and project-based advice without exercising investment discretion, with implementation handled through third-party affiliates.

Kevin Adams is the sole advisor at the Law Office of Kevin Adams, PLLC in Livonia, MI. He holds a Series 65 designation and has 11 years of experience in the financial industry. He has practiced as an estate and tax attorney at his law office since 2000. The firm provides legal and tax services focused on estate planning, probate, trusts, and tax planning, and refers clients to third-party financial advisors rather than offering direct investment management. It emphasizes matching clients with suitable advisors through documented referral agreements and client disclosures.

Sean Kelly is a financial advisor at Kelly Wealth Management, Inc. in Royal Oak, MI, holding a Series 65 designation with four years of industry experience. Prior to his current role since 2023, he worked at J.W. Cole Advisors, Inc. and has experience in construction and property restoration. He is also active as an insurance agent through Copper Partners II DBA Kelly Capital Partners. Kelly Wealth Management provides discretionary investment advisory and portfolio management services primarily to individual investors. The firm manages $160.6 million in discretionary assets and offers tailored investment strategies that may include asset allocation, dollar-cost averaging, and both long- and short-term purchases, utilizing third-party sub-advisers and wrap-fee programs.

Ina Fernandez is a financial advisor at Fern Capital Inc. with 11 years of industry experience. She holds Series 63 and Series 65 designations and has been with Fern Capital since 2015. Fern Capital serves individual and high-net-worth clients by providing discretionary portfolio management, investment consulting, and qualified plan consulting. The firm manages approximately $71 million through a two-advisor team and employs client-specific investment policies focused on fundamental analysis, earnings growth, and investment-grade fixed income.

Eddison Millington II is a financial advisor with Pinnacle Wealth Management Group, Inc. in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Pinnacle Wealth Management Group and Private Client Services LLC since 2017, and previously with SEI Investments Management Corp and SEI Investments Distribution Co from 2015 to 2017. Pinnacle Wealth Management Group serves individual, high-net-worth, and corporate clients by providing personalized financial planning, discretionary portfolio management, and a wrap-fee Platinum family-office program. The firm uses strategic asset allocation with tactical rebalancing across model strategies and offers integrated services that coordinate with outside professionals while managing client portfolios primarily on a discretionary basis.

Gerald Dehondt is a CFA® charterholder and Series 63 licensee with 16 years of industry experience. He has worked at SS&H Financial Advisors, Inc. since 2019 and has been with Jerrmar Capital Management, Inc. since 2004. SS&H Financial Advisors is an independent SEC-registered investment adviser serving individuals, trusts, charitable organizations, and foundations with portfolios of at least $350,000. The firm combines fundamental and technical analysis with macroeconomic monitoring to guide security selection and emphasizes risk management and asset protection across a broad range of investment vehicles.

Lyndon Davis is a financial advisor at LightSquare Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Bank of America, and Merrill Lynch. Outside of his advisory role, he writes books and content on finance and personal money management. LightSquare Wealth Management serves individual clients—including high-net-worth and ultra-high-net-worth individuals—trusts, retirement plans, and business entities. The firm offers asset management, financial planning, and retirement plan consulting, employing a variety of investment instruments and analytical methods to construct individualized portfolios.

Nicholas Hopwood is a CFP® professional with 26 years of industry experience. He is currently with Peak Wealth Management, LLC in Plymouth, MI, where he has worked since 2010. Prior to that, he was with Regulus Advisors and Mutual Securities, Inc. Outside of his advisory practice, he is a member and passive investor in Omnevo Fitness. Peak Wealth Management primarily serves individual and high-net-worth clients, offering financial planning, coaching, and discretionary portfolio management. The firm uses fundamental and technical analysis to guide investment decisions and manages assets through a wrap-fee program while also recommending institutional strategists via the Envestnet platform.

Arthur Cole is a financial advisor with CND Financial in Livonia, MI, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 15 years of industry experience and is also president and CPA of Cole, Newton & Duran, a certified public accounting firm. In addition to his advisory role, he serves as CFO of MI Pharm, a long-term care pharmacy, and owns several non-investment related businesses. CND Financial is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers tailored portfolio management and financial planning services, employing a range of model strategies primarily using no-load mutual funds and ETFs, with quarterly portfolio reviews and limited-discretionary management.

Mary Kelly is a financial advisor at Kelly Wealth Management, Inc. in Royal Oak, MI, holding a Series 65 designation with six years of industry experience. She previously worked at J.W. Cole Advisors, INC. and is also involved with Copper Partners II, Inc. d/b/a Kelly Capital Partners. Alongside her advisory role, she is a licensed insurance agent and sells various insurance products. Kelly Wealth Management provides investment advisory services to individual and high-net-worth clients, offering discretionary portfolio management, written investment strategies, and financial planning. The firm customizes advice based on client objectives and risk tolerance, employing methods such as strategic asset allocation and dollar-cost averaging, and may utilize third-party sub-advisers and wrap fee programs.