Jeffrey Covert is a CFP® with nine years of experience in the financial industry. He is currently with Team Covert, LLC and also owns and operates Team Covert Financial & Tax Planning Group, LLC, where he provides tax planning and insurance services as a CPA and insurance agent. His prior experience includes roles at Wealth for You Financial, LLC, Barnett Financial & Tax, Inc., and Hantz Financial Services, Inc. Team Covert, LLC serves individual and high-net-worth clients with portfolio management, comprehensive financial planning, and targeted consulting. The firm employs customized portfolios using model strategies and sub-advisers, and integrates tax and insurance services through affiliated businesses.

Julie Keating is a financial advisor with Wealth Management Services, LLC in Bloomfield Hills, MI. She holds Series 65 and Series 63 licenses and has 12 years of industry experience, including roles at Wealthcare Advisory Partners LLC, Integrated Wealth Concepts LLC, and LPL Financial. Additionally, she is involved in a family business, Keating & Associates Corp. Wealth Management Services LLC provides fee-based financial planning and investment advisory consultation primarily to individuals, trusts, estates, and charitable organizations. The firm focuses on written financial plans and time-limited consultations grounded in fundamental analysis and long-term asset allocation, with implementation typically carried out by clients or through affiliated broker-dealer representatives.

Jacob Smith is a financial advisor with Third Sigma Investment Advisors LLC and holds a Series 66 license. He has two years of industry experience and previously worked at Thrivent Financial, Ally Bank, and Ford Motor Credit Company. Smith serves as a board member for Teen HYPE, a Detroit-area nonprofit focused on youth education and leadership development. Third Sigma Investment Advisors LLC provides discretionary portfolio management and investment consulting to individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm uses a combination of active and passive investments with a focus on tax-efficient, customized asset allocation, managing primarily larger and institutional accounts on a discretionary, fee-only basis.

Thomas Norris is a financial advisor at NFI Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with NFI Advisors since 2004. He is also the owner and president of Norris Financial, an accounting and tax consulting firm. NFI Advisors is a small SEC-registered firm serving individual clients, trusts, estates, and private investment funds. The firm offers discretionary portfolio management with tailored investment strategies, including an options-based Hedge Strategies program for accredited investors and management of multiple private funds.

David Robertson is a financial advisor with The Financial Center, LLC in Novi, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been associated with The Financial Center since 2001 and has worked with Cambridge Investment Research since 2008. Outside of his advisory work, he operates as an independent insurance agent for various companies. The Financial Center provides fee-based financial planning, consultations, and educational seminars to individuals, high-net-worth clients, corporations, charitable organizations, estates, and trusts. The firm delivers tailored long-term financial plans and project-based advice without exercising investment discretion, relying on third-party affiliates for implementation and portfolio management.

John Salomon Jr. is a CFP® professional with 22 years of experience in the financial industry. He is a principal and part-owner of J2 Capital Management, Inc., where he has worked since 2010, and he also operates Salomon and Associates PLLC, a CPA firm specializing in tax preparation. His prior roles include a position at Alpha Cubed Investments LLC and involvement with Node AI, Inc. Outside of financial advising, he manages tax services through his CPA firm. J2 Capital Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as corporations and other investment advisers. The firm employs a range of analytical methods and incorporates artificial intelligence tools to support compliance and operations, while also offering subadvisory strategies and managing digital-asset accounts.

Kenneth Chaput is a financial advisor at CIG Asset Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with CIG Asset Management since 2013, serving also as the firm’s Chief Compliance Officer. Additionally, he is a 50% owner and vice-president of Northstar Financial Enterprises, a holding company related to a formerly registered broker-dealer and insurance agency. CIG Asset Management provides wealth management, financial planning, and discretionary portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a strategic and dynamic asset allocation approach, incorporates ESG-screened models, and offers diversified investments across multiple asset classes, along with sub-advisory services and management of private pooled investment vehicles.

Miles Jamieson is a financial advisor at Daniel Investment Group Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at Commonwealth Financial Network as well as roles in academic institutions including Wayne State University and Davidson College. Daniel Investment Group provides discretionary asset management and financial planning services to individuals, qualified retirement plans, and charitable organizations. The firm manages approximately $210 million in assets with a small advisory team and employs a fee-oriented, fiduciary approach that emphasizes cost sensitivity and individualized planning.

Julie Lobaza is a financial advisor at Rochester Wealth Strategies, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Rochester Wealth Strategies since 2018. In addition to her advisory role, she owns a technology consulting firm serving small and mid-sized businesses. Rochester Wealth Strategies provides wealth management and comprehensive financial planning to individuals, trusts, and institutional sponsors. The firm employs a planning-centric investment process focused on strategic, primarily ETF-based portfolios tailored to client risk tolerance and reviewed regularly.

Angela Zangarola is a financial advisor at Quantum Wealth Strategies, LLC with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Sigma Planning Corporation and Raymond James & Associates. Angela is also a licensed insurance agent appointed with various insurance companies. Quantum Wealth Strategies advises individual and high-net-worth clients through discretionary portfolio management and financial planning. The firm employs a range of investment analysis techniques and offers services including Certified Divorce Financial Analyst support, with client accounts custodied at Schwab Institutional.

John Edmonds is a financial advisor at LightSquare Wealth Management, LLC with 18 years of industry experience. He has held positions at Raymond James & Associates Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Edmonds is also the owner of En Passant, LLC and LightSquare Insurance Agency, which facilitates insurance commissions. LightSquare Wealth Management serves individual clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm uses a variety of investment instruments and analytical methods to construct individualized portfolios and provides ongoing monitoring and due diligence on recommended sub-advisors.

Austin Cavanaugh is a financial advisor at Paragon Investing, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Paragon Investing, he worked for Prospect Capital Restaurants and Little Caesars Enterprises. Paragon Investing provides discretionary and non-discretionary portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, businesses, and other investment advisers. The firm’s investment approach includes customized asset allocation using fundamental and technical analysis, ETF and mutual fund selection, and both long- and short-term strategies, with a primary goal of preserving purchasing power over the long term.

Brian Franke is a CFP® professional with 18 years of industry experience. He is a principal and private wealth advisor at Integrated Capital Management, where he has worked since 2016. Prior to that, he spent seven years at First Heartland Capital Inc. Franke serves on the executive board of Michigan State University. Integrated Capital Management advises individuals, high-net-worth clients, trusts, charitable organizations, and businesses, with expertise serving professionals such as physicians and corporate executives. The firm provides comprehensive financial planning and discretionary portfolio management, using a written planning process to tailor asset allocation and incorporate client-specific compensation and tax complexities.

Mark Miller is a CFA® charterholder and Series 63 licensee with 15 years of industry experience. He has been with Miller Capital since 1999 and serves as co-trustee for several trusts in a personal fiduciary capacity. Miller Capital provides discretionary investment management, portfolio analysis, and wealth-management advice to individuals and institutional clients. The firm emphasizes fundamental analysis and tailored portfolio construction, managing approximately $239.7 million across 74 clients as of early 2025.

Theresa Collins is a financial advisor at Paragon Retirement Planning, Inc. in Troy, MI, holding a Series 65 designation with two years of industry experience. She has worked at Paragon Retirement Planning since 2022 and has prior experience at Financial Services of America from 2006 to 2017. Outside of her advisory role, Collins acts as an independent insurance agent. Paragon Retirement Planning serves individual and high-net-worth clients, offering comprehensive and single-issue financial planning and consulting with a typical account minimum of $100,000. The firm’s investment approach utilizes model portfolios managed by unaffiliated sub-advisors, focusing on asset allocation while retaining responsibility for client relationships and periodic reviews.

Stephen Richardson is a financial advisor at Quantum Wealth Strategies, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services and Southworth & Wilson Inc. prior to joining his current firm. Quantum Wealth Strategies provides discretionary portfolio management and financial planning to individual and high-net-worth clients, managing approximately $32.2 million across about 67 client relationships. The firm uses a combination of investment approaches, including technical and fundamental methods, and offers a subscription newsletter with specific buy and sell recommendations to its clients.

Jane Lowry is a financial advisor at Motive Wealth Advisors, LLC in Birmingham, MI, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Ducker Worldwide and other firms from 2014 to 2022. Motive Wealth Advisors serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans, offering investment management and financial planning with a focus on diversified, risk-based portfolios using both active and passive strategies. The firm manages approximately $318 million across about 80 client relationships and conducts due diligence on independent third-party advisers, a practice that distinguishes it within the industry.

Eric Solomon is a Series 65-licensed advisor at Safe Future Wealth Partners LLC with one year of industry experience. Before joining Safe Future Wealth Partners, he worked at ERS Financial LLC, Integrated Capital Management, Paragon Retirement Planning, and held a long tenure at Ford Motor from 1989 to 2020. Safe Future Wealth Partners serves individual clients by providing ongoing portfolio management and financial planning, often referring clients to unaffiliated third-party advisers for discretionary management. The firm uses model allocations and third-party portfolios to implement investment strategies and monitors outside managers rather than directly managing client trades.

Joseph Berishaj is a financial advisor at Retirement Systems LLC in Bloomfield Hills, MI, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and Cambridge Investment Research, Inc. He also has experience outside finance, having worked briefly at Emagine Entertainment. Retirement Systems LLC provides discretionary asset management, financial planning, and ERISA 3(21) fiduciary services to individuals and retirement plans, focusing on tailored investment strategies and participant education for qualified employer plans.

Matthew Saltzgaber is a financial advisor at Vision Wealth Management, Inc., holding a Series 66 designation with 12 years of industry experience. His career includes roles at LPL Financial, FSC Securities Corp, and ZF TRW Automotive Holdings Corp. He is involved in investment advisory services through Vision Wealth Management, an independent registered investment advisor. Vision Wealth Management serves individuals, corporations, charities, and retirement plans by providing financial planning, portfolio management, and consulting services. The firm utilizes customized portfolios based on model allocations and integrates third-party manager access alongside LPL Financial’s solutions, managing approximately $81 million for over 400 clients.