Kyle Otis is a financial advisor at Greenway Financial, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at CanTerra, LLC, United Wholesale Mortgage, Noho Hospitality, and the University of Michigan. Greenway Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach emphasizes asset allocation across equities, fixed income, and cash, utilizing mutual funds, ETFs, and a concentrated stock portfolio with model portfolios rebalanced as needed.

Gary Zarb is a financial advisor with The Wolter Group, Inc. in Livonia, MI, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He previously worked at Advanced Financial Planning from 2002 to 2019 before joining The Wolter Group in 2018. The Wolter Group, Inc. provides customized wealth management and financial planning services to individual and high-net-worth clients. The firm employs a blend of fundamental and technical analysis to implement strategic and tactical asset allocation, tailoring portfolios to client-specific circumstances and managing approximately $50.8 million in discretionary assets.

William Lethemon III is a financial advisor with Money Evolution in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. His career includes roles at LPL Financial and Wells Fargo Clearing, and he has operated Lethemon Financial since 2009. He produces content for his website and YouTube channel and hosts a podcast aimed at financial advisors. Additionally, he serves as a precinct delegate for Bloomfield Township. Money Evolution is a state-registered investment adviser offering financial planning, hourly consulting, and retirement-plan consulting to individuals, high-net-worth families, and pension plan clients. The firm uses a planning-based approach that integrates fundamental and technical analysis and delivers services on a modular basis without taking custody of client assets.

Joseph Uppleger IV is a financial advisor with Safe Future Wealth Partners LLC based in Novi, Michigan. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked at Aegis Wealth Management, Inc. and has experience in other sectors including security and logistics services. Safe Future Wealth Partners serves individual clients with portfolio management and financial planning, often referring clients to unaffiliated third-party advisers for discretionary management. The firm uses Investment Policy Statements and model portfolios as part of its implementation, generally relying on third-party managers for trade execution and portfolio management.

Edward Somerville is a financial advisor with Somerville Associates in West Bloomfield, MI, holding a Series 65 designation and 15 years of industry experience. He has been with Somerville Associates since 1998, a small firm with two advisors. Somerville Associates serves individual and high-net-worth clients, trusts, estates, charitable institutions, and business entities, offering comprehensive investment supervisory services and financial planning. The firm employs fundamental analysis to identify investments with moderate valuations and manages portfolios on both discretionary and non-discretionary bases.

Edward Petersmarck is a financial advisor at Bridgeriver Advisors LLC with four years of industry experience. He holds a Series 65 designation and has worked at New Horizon Retirement Advisors, Bridgeriver Advisors LLC, Cetera Investment Advisers LLC, Cetera Advisor Networks, and M&O Marketing. Bridgeriver Advisors serves individual clients, including both high-net-worth and non-high-net-worth individuals, as well as select business entities. The firm provides personalized portfolio management and financial planning with a focus on non-discretionary management, using asset-allocation analysis and client-specific factors to construct customized portfolios.

Joseph Desteiger is a CFP® professional with 13 years of experience currently advising at Gunder Wealth Management, LLC. He previously worked at McFawn Financial Services Group and Raymond James Financial Services Advisors. Gunder Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm uses a modern portfolio theory approach that combines passive and active investments, including alternative assets and socially responsible ETFs, with ongoing portfolio supervision tailored to client objectives.

Nathan Hawrot is a CFP® professional with 13 years of industry experience, currently serving at Sculati Wealth Management, LLC since 2012. He holds a Series 65 license and works out of Bloomfield Hills, MI. Sculati Wealth Management is a fee-only advisory firm that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a blend of fundamental, technical, and cyclical analysis in portfolio construction and offers complimentary financial planning to both clients and prospects.

John Dyer is a financial advisor with Royal Oak Wealth Advisors LLC, holding a Series 66 designation and bringing 21 years of industry experience. His prior work includes significant tenures at Key Management Group and Ameriprise Financial Services, Inc. He is also involved as Chief Operating Officer and Investment Adviser Representative at Alpha Asset Advisors, LLC. Alpha Asset Advisors primarily serves individual clients through a sub-advisory model, managing discretionary accounts with a rules-based dividend-growth strategy focused on stocks that pay dividends from free cash flow and have a history of increasing payouts. The firm conducts semiannual account reviews and relies on primary advisers for client suitability information while exercising investment discretion.

David Debenedictis is a ChFC® credentialed financial advisor with 14 years of industry experience, practicing at Northpoint Financial in Birmingham, MI. He has been associated with Northpoint Financial since 1982. Outside of his advisory role, he is president and sole shareholder of a life insurance sales agency and is involved in a wine education and travel business. Northpoint Financial provides comprehensive financial planning and advisory services primarily to high-net-worth individuals, focusing on estate planning, retirement modeling, and income tax planning. The firm emphasizes long-term investment strategies using a proprietary financial independence model and coordinates client relationships with various professionals while relying on external brokers and money managers for investment execution.

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, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Her prior roles include positions at Wealthcare Advisory Partners LLC and Integrated Wealth Concepts LLC. Outside of advisory work, she is involved in a family business, Keating & Associates Corp. Wealth Management Services, LLC offers fee-based financial planning and investment advisory consultations to individuals, trusts, estates, and charitable organizations. The firm provides written financial plans and time-limited consultations based on fundamental analysis and long-term asset allocation, with implementation handled by clients or through affiliated broker-dealer relationships.

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.

John Oliver is a financial advisor with Agile Wealth Partners in Northville, MI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Executive Wealth Management and LPL Financial. Outside of his advisory work, he is an independent insurance agent selling fixed annuities and life insurance, and he owns a marketing and consulting services business. Agile Wealth Partners provides comprehensive financial planning and discretionary investment management to individuals, families, closely held businesses, and pension or profit-sharing plans. The firm employs a tactical asset allocation strategy using proprietary model portfolios and integrates financial planning with ongoing investment management and estate planning support.

Brandon Klemm is a financial advisor at AFS Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked with AFS Wealth Management since 2020. Prior to that, he was employed at Power Home Remodeling Group for one year. AFS Wealth Management serves individual and high-net-worth clients, trusts, estates, and small businesses by providing discretionary portfolio management and financial planning services. The firm integrates asset allocation, fundamental, quantitative, and technical analysis to create individualized portfolios, while also offering affiliated tax and insurance services.

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 with 37 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., alongside his longstanding role at The Financial Center. Outside of financial advising, he is an independent insurance agent. The Financial Center serves individuals, businesses, charitable organizations, estates, and trusts by providing fee-based financial planning, consultations, educational seminars, and referrals to third-party advisers. The firm focuses on long-term, tailored financial planning and project-based consultations, with implementation and account management arranged through third-party providers.

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.

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.