Darryl Duerbusch is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2009. He also operates Global Financial Planning Group, LLC, where he provides comprehensive financial planning and serves as a fixed annuities and life insurance agent. Additionally, he is a commissioned Notary Public in Macomb County, Michigan. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of investment solutions, combining large-scale advisory operations with insurance and lending services.

Nicole Schmitt is a CFP®-certified financial advisor with 15 years of industry experience. She currently works at Lightsquare Wealth Management, LLC and has previously held positions at JPMorgan Securities, Morgan Stanley Smith Barney, and Wells Fargo Advisors. Nicole also operated Schmitt Consulting from 2016 to 2020. Lightsquare Wealth Management advises individuals—including high-net-worth clients—as well as trusts, retirement plans, corporations, and other business entities. The firm offers discretionary asset management, financial planning, and consulting services, employing a variety of investment strategies and conducting due diligence on third-party money managers to align with client goals.

Deanna Harless is a CFP® with 16 years of industry experience, currently serving at Bernard Wealth Management Corp. She has worked at several firms including Sequoia Financial Group, Creative Planning, and Securities America. Bernard Wealth Management serves individuals, businesses, corporate retirement plans, and charitable organizations with discretionary portfolio management and financial planning services. The firm manages approximately $314 million in client assets using model portfolios that combine mutual funds, ETFs, and select individual stocks guided by quantitative and fundamental research.

Troy Williams is a CFA® charterholder with one year of experience at Miller Capital. Prior to joining Miller Capital, he held positions at Stout, General Motors, Azimuth Capital Management, Owens Corning, and Hantz Financial Services. His career also includes academic experience as a full-time student at Wayne State University and Grosse Pointe North. Miller Capital provides discretionary investment management, portfolio advice, and wealth management services to individuals, trusts, pension plans, corporations, and charitable entities. The firm emphasizes fundamental analysis, tax-aware portfolio customization, and fiduciary responsibility, managing a high level of assets with a focus on personalized investment strategies.

Daniel Zech is a CFP® and ChFC® with nine years of experience in financial advising. He is currently with Stalt Financial, LLC, where he has worked since 2022, and previously held roles at MML Investors Services, LLC and FAI Advisors, Inc. Outside of his advisory work, Zech is a co-owner of Lone Light Spirits, LLC, a distillery company, though he is not actively involved in the business. Stalt Financial, LLC provides portfolio management and financial planning services to individuals, business owners, and entities, managing approximately $21.1 million in assets. The firm uses proprietary and third-party research, diversified ETFs, and licensed model portfolios, focusing on investment strategies that balance downside protection with growth potential, and also offers small business consulting and educational workshops.

William Turner is a financial advisor at Furthermore Wealth with Series 63 and Series 65 credentials and 48 years of industry experience. His prior roles include positions at Cetera Wealth Services, Ameriprise Financial Services, Concorde Investment Services, and Wells Fargo Clearing among others. Outside of his advisory work, he is involved in sales, marketing, accounting, human resources, and management at MTF Management Incorporated. Furthermore Wealth offers ongoing portfolio management to individual and high-net-worth clients, focusing on diversified investments across mutual funds, equities, ETFs, and fixed-income securities. The firm’s investment approach combines fundamental analysis, modern portfolio theory, and technical analysis, typically operating with discretionary trading authority.

Joseph Elias is a Series 65-licensed financial advisor with Wealthy Intentions in Sterling Heights, MI, bringing three years of industry experience. He has worked at Rocket Mortgage since 2015. Wealthy Intentions is a small independent advisory firm that serves individual clients with investment management, financial and business planning, and tax preparation services. The firm uses a passive investment approach based on Modern Portfolio Theory, tailoring diversified portfolios with index funds and ETFs according to each client’s risk objectives.

Paul Dunbar is a financial advisor with M1 Capital Management LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with M1 Capital since 2011, following roles at Purshe Kaplan Sterling and Thinkorswim Advisors. Outside of financial advising, he is a licensed real estate agent representing buyers and sellers of lakefront properties in Northern Michigan. M1 Capital Management advises primarily individual clients, including many high-net-worth individuals, through discretionary portfolio management and financial and tax planning services. The firm uses a tactical, actively managed asset allocation approach implemented mainly via ETFs, with customized portfolio management tailored to each client’s risk tolerance and goals.

Daniel Stavale is a financial advisor with Paragon Retirement Planning, Inc., holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He is also the president of College Planning Solutions, LLC, which assists college-bound students in finding suitable colleges and securing scholarships. Additionally, Stavale works as an independent insurance agent offering various insurance products, including fixed index annuities. Paragon Retirement Planning serves individual and high-net-worth clients, providing comprehensive and single-issue financial planning and consulting with a typical account minimum of $100,000. The firm employs a model portfolio approach, allocating assets among third-party sub-advisors while maintaining client relationships and overseeing portfolio reviews.

Benjamin Barnhart is a CFP® professional with 12 years of industry experience, currently serving as an advisor at On Point CRNA. His prior roles include positions at Barnhart Wealth Management, Charles Schwab, TD Ameritrade Investment Management, and Scottrade. On Point CRNA is an SEC-registered adviser managing approximately $100 million across 183 accounts, offering discretionary investment management and financial planning services to individual and high-net-worth clients. The firm employs a passive, model-portfolio approach primarily using ETFs and index mutual funds and provides additional services such as tax preparation and payroll facilitation.

Douglas Cook is a financial advisor with M1 Capital Management LLC in Troy, MI, holding Series 63 and 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Charles Schwab, Fidelity, and Integrity Alliance. Outside of his advisory work, he is the principal real estate investor at CGT Enterprises. M1 Capital Management primarily serves individual clients, including many high-net-worth individuals, offering discretionary portfolio management, financial planning, and tax planning services. The firm employs a tactical, actively managed approach focused on ETFs, supplemented by CMOs and options, with portfolios tailored to client risk tolerance and objectives.

Elmo Wedderburn is a financial advisor with EverythingHR Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining EverythingHR in 2017, he worked at Charles Schwab for ten years and Ameriprise Advisor Services for two years. Wedderburn also has a longstanding role with Southwest Airlines as a customer service airline ticket agent. His outside activities include serving on the board of a charter school in Oakland and participating as an election inspector in San Francisco. EverythingHR Financial Services LLC provides portfolio management and investment-advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $23 million in assets across about 90 client accounts using client-specific Investment Policy Statements and a long-term trading approach informed by modern portfolio theory, quantitative, and technical analysis.

Katie Fredlund is a financial advisor at Kaizen Wealth Management, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at American Health Plans and Meridian Health Plans, as well as operating insurance services through Kaizen Financial, Inc. and a sole proprietorship. Kaizen Wealth Management, LLC provides financial planning and consulting to individual and high-net-worth clients, primarily acting as an introducer and liaison to third-party money managers. The firm delivers tailored financial plans and coordinates with other professionals while relying on third-party managers for investment management.

Kenneth Bernard is a CFA® charterholder with 16 years of industry experience. He is a principal at Bernard Wealth Management Corp., where he has worked since 2011, and previously was with GPM Growth Investors, Inc. He holds a life insurance license in Michigan and may recommend insurance products in addition to his advisory work. Bernard Wealth Management Corp. serves individuals, businesses, corporate retirement plans, and charitable organizations by providing discretionary portfolio management and fixed-fee or hourly financial planning. The firm manages approximately $314 million in assets across 327 relationships, employing model portfolios that combine mutual funds, ETFs, and selected individual stocks tailored to client goals and risk tolerances.

Richard Aubuchon is a financial advisor with FSA Advisors, Inc. in Troy, MI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Hantz Group and various non-financial firms such as Great Oaks Country Club and Top Golf. Outside of advisory work, he is involved in insurance sales. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm emphasizes fundamental analysis and modern portfolio theory in its investment approach, offering discretionary management and tailored asset allocations across multiple asset classes.

Bryce Gray is a financial advisor with Generational Wealth Advisors, holding a Series 65 credential and seven years of industry experience. He has worked with Talis Advisory Services and Generational Equity and maintains several business interests including a single-member law firm and an accounting firm that provides investment advisory services to businesses. Generational Wealth Advisors offers discretionary investment management, financial planning, and risk-management advice to a diverse client base including individuals, trusts, foundations, pension plans, business entities, and charitable organizations. The firm employs a multi-team advisory model and an investment approach based on Modern Portfolio Theory, utilizing institutional-share mutual funds, ETFs, and separately managed accounts with long-term portfolio management and periodic rebalancing.

Christopher Brittingham is a CFP® with three years of industry experience, currently serving as a financial advisor at Diversified Portfolios, Inc. He previously worked at Financial Engines Advisors, L.L.C. and has experience with the Fellowship Of Christian Athletes. Diversified Portfolios, Inc. provides discretionary investment management and financial planning to a diverse client base including high-net-worth individuals, pension plans, and charitable organizations. The firm emphasizes long-term asset allocation, broad diversification, and low-cost passive and enhanced index funds, incorporating alternative strategies such as collateralized loan obligations and reinsurance-linked securities.

Nathan Bohannon is a financial advisor at MKD Wealth with 15 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to his current role, he worked at MKD Wealth Coaches, LLC and its predecessor firm from 2009 to the present. Outside of advising, he is a licensed independent insurance agent authorized to sell life, disability, and long-term care insurance. MKD Wealth provides investment management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm manages approximately $425 million in assets and employs a range of portfolio models across risk profiles using mutual funds, ETFs, individual securities, and alternative investments.

Timothy Sullivan is a financial advisor at Strategic Wealth Advisors Group, Inc. with 15 years of industry experience. He holds a Series 65 designation and has worked at the firm since 2014. In addition to his advisory role, he is the CEO and founder of Strategic Wealth Insurance Group, where he focuses on life insurance, annuity, and federal employee benefits sales. Strategic Wealth Advisors Group serves individual clients, including high-net-worth households, offering financial planning, consulting, and discretionary investment management. The firm primarily allocates client assets to independent registered managers and provides ERISA plan services, along with public educational seminars on investment topics.

Kenneth Arafat is a financial advisor at Strategic Wealth Advisors Group, Inc. in Utica, MI. He holds a Series 65 designation and has been with the firm for one year. Prior to joining the firm, he worked in retail and food service industries. Strategic Wealth Advisors Group serves individual clients, including high-net-worth individuals, offering financial planning, consulting, discretionary investment management, and retirement-plan advisory services. The firm primarily allocates client assets to independent managers and conducts ongoing monitoring, combining fundamental and technical analysis in its planning approach.