Scott Carty is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Custom Wealth Management in Plymouth, MI. His prior roles include experience at AE Wealth Management LLC, Oliver Lagore Vanvalin Investment Group, and Sigma Financial Corporation. Outside of his advisory work, he volunteers as a soccer coach at Plymouth Christian Academy. Custom Wealth Management, LLC serves individuals, high-net-worth clients, families, and trusts, providing discretionary investment management and integrated financial planning. The firm uses an active, asset-allocation approach and has a specialization in bank-issued structured notes, supported by an affiliated insurance agency that offers additional insurance products.

Albert Lalonde is a Series 65-licensed financial advisor with Kaizen Wealth Management, LLC, where he has worked for 10 years. He has a total of 9 years of industry experience and previously worked with Kaizen Financial Group, LLC. Lalonde also manages an insurance services business as a managing member and insurance agent. Kaizen Wealth Management provides financial planning and consulting primarily to individual and high-net-worth clients, serving as an introducer and liaison to third-party money managers rather than directly managing client assets. The firm prepares tailored financial plans and coordinates with other professionals while relying on referrals and fee-sharing arrangements with external investment managers.

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.

Ryan Knaack is a financial advisor at Wealthy Intentions with five years of industry experience. He holds a Series 65 designation and has previously worked at Rocket Companies, FCA USA, Conifer Insurance, Sun Communities, and BDO USA. In addition to his advisory role, he serves as a Senior External Reporting Analyst at Rocket Companies, focusing on SEC filings. Wealthy Intentions provides investment management, comprehensive financial and business planning, and tax preparation services primarily to individual clients. The firm uses a passive investment approach based on Modern Portfolio Theory, combining diversified portfolios of index mutual funds and ETFs with fundamental and cyclical analysis to tailor portfolios to clients’ risk and investment objectives.

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.

David Zoellner Sr. is a financial advisor at Z Advisory Innovations with 35 years of industry experience. He previously worked at Newbridge Securities Corp. for nine years before joining his current firm. He holds Series 63 and Series 65 licenses. Z Advisory Innovations provides portfolio management and tailored investment services to individuals, high-net-worth clients, and business entities. The firm employs a primarily non-discretionary management approach, using tactical asset allocation and fundamental analysis across a diverse range of investment products, including mutual funds, ETFs, and alternative investments.

Michael Reed is a financial advisor at Nardis Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Fisher Investments, Personal Capital Advisors, and Mainstay Capital Management. Nardis Advisors serves individuals, pension and profit-sharing plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, third-party manager selection, and consulting. The firm customizes portfolios across multiple asset classes, offers socially responsible investment options, and maintains a cross-border operating posture with offices in multiple locations and a notable client base outside the United States.

Todd Moss is a Certified Financial Planner® with 20 years of industry experience. He has been with Greystone Financial Group, LLC since 2020 and previously worked at related entities including Polaris Greystone Financial Group and Greystone Financial Group, Inc. He is also an agent for two commercial and real estate firms, TeamMoss LLC and TeamMoss II LLC. Greystone Financial Group serves individual and high-net-worth clients, as well as pension and profit-sharing plans and businesses, offering investment management, financial planning, and pension consulting. The firm employs a tactical investment approach combining fundamental and technical analysis with active portfolio management across ETFs, equities, and fixed income.

Felicia Harris is a CFP® with 33 years of industry experience, currently serving as an advisor at EverythingHR Financial Services LLC since 2017. Her prior experience includes roles at Ameriprise Financial Services and UBS Financial Services. Outside of her financial advisory work, she is involved in human resources and workforce development through her ownership of El Shaddai Consulting LLC and related businesses. EverythingHR Financial Services LLC provides portfolio management and investment-advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm manages approximately $23 million across 90 client accounts using client-specific Investment Policy Statements and a long-term trading approach supported by quantitative and technical analysis.

Catherine Toone is a financial advisor at Stalt Financial, LLC with three years of industry experience. She holds a Series 65 designation and has worked at multiple firms, including Brookstone Wealth Advisors and Advanced Capital Group. In addition to her advisory role, she is a licensed insurance agent. Stalt Financial, LLC provides portfolio management and financial planning services to individuals, business owners, and entities, utilizing a combination of proprietary research, third-party analytics, diversified ETFs, and defined-outcome strategies. The firm serves client accounts through institutional custodians and employs licensed third-party model portfolios alongside digital platforms.

Jonathan Carender is a CFP®-credentialed financial advisor with six years of industry experience, currently serving at Paragon Investing, LLC since 2020. His prior work includes roles at Scio Software and TKS Industrial Company. Paragon Investing provides investment advisory and financial planning services to individuals, high net worth clients, businesses, and other investment advisers. The firm offers discretionary and non-discretionary managed accounts along with standalone or bundled planning services, tailoring investment processes to client objectives using a mix of asset allocation strategies and fund types.

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.

Michael Moon is a financial advisor at Furthermore Wealth with Series 63 and Series 66 credentials and four years of industry experience. Before joining Furthermore Wealth in 2026, he worked at Cetera Wealth Services and Ameriprise Financial, and he held a long-term engineering role at RCO Engineering. Moon is also involved in non-investment business activities, including ownership of several entities primarily for tax purposes and property management. Furthermore Wealth provides ongoing portfolio management to individual and high-net-worth clients, employing a disciplined investment process that combines fundamental analysis, modern portfolio theory, and technical analysis. The firm manages diversified portfolios with discretionary trading authority, focusing on mutual funds, equities, ETFs, and fixed-income securities.

Timothy Lata is a financial advisor with Wealth Management Services, LLC in Bloomfield Hills, MI. He holds the ChFC® designation and the Series 63 license and has 34 years of industry experience. His prior work includes roles at LPL Financial and Securities America Advisors, Inc. Wealth Management Services LLC provides fee-based financial planning and investment advisory consultations to individuals, trusts, estates, and charitable organizations. The firm delivers written financial plans and time-limited consultations based on fundamental analysis and long-term asset allocation, without managing client assets or exercising investment discretion.

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.

Gerald Dehondt is a CFA® charterholder with 16 years of industry experience. He has worked at SS&H Financial Advisors, Inc. since 2019 and previously spent 15 years at Jerrmar Capital Management, Inc. He holds a Series 63 license. SS&H Financial Advisors, Inc. is an independently owned SEC-registered investment adviser that serves individuals, trusts, charitable organizations, and foundations, generally with at least $350,000 available for investment. The firm focuses on realistic investment objectives and risk management, utilizing fundamental and technical analysis to manage diversified portfolios on a primarily discretionary basis.

Robert Rahaim is a CFP® with 17 years of industry experience and is currently affiliated with DWP. He has worked at DeSeranno Corp. since 2003. DWP provides personalized financial planning and investment management to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs fundamental and cyclical analysis with a range of investment strategies and manages approximately $195.1 million in discretionary assets through a four-advisor team.