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.

Lyndon Davis is a financial advisor with Lightsquare Wealth Management, LLC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Raymond James & Associates, Bank of America, and Merrill Lynch. Davis is also an author of finance and personal money management books and content. Lightsquare Wealth Management, LLC serves individuals, including high-net-worth clients, as well as trusts, retirement plans, corporations, and other business entities. The firm provides discretionary asset management and financial planning, utilizing a combination of fundamental, quantitative, technical, and sector analysis, and may incorporate various investment strategies tailored to client objectives.

Steven Kuza is a CFP® and ChFC® with 16 years of experience in financial services. He is currently with Oxford Harriman Private Wealth Management and previously spent a decade with Northwestern Mutual in various roles. Outside of financial advising, Kuza hosts a dental-specific podcast and authors a leadership-focused newsletter. Oxford Harriman Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm employs a tailored, multi-asset investment approach with continuous monitoring and rebalancing, incorporating both third-party managers and proprietary model 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.

Adam Funk is a CFP® with 15 years of industry experience and is a principal at Savings Coach, LLC in Troy, MI. He has worked at Savings Coach since 2006 and previously held roles at Zeiders Enterprises, Inc. Funk also holds licenses as an independent insurance agent and mortgage loan originator, and he provides tax preparation services. Savings Coach serves individual clients and small businesses, focusing on beginning savers and those aged 20–50. The firm offers portfolio management, financial planning, coaching, and a selection-and-monitoring service for third-party advisers, using an investment approach that emphasizes value, safety, quality, and risk control.

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.

Kevin Kral is a CFP® and PFS™ credentialed advisor with 16 years of industry experience. He has been the principal of Kral Financial Advisors, LLC since 2006. In addition to his advisory work, he owns a separate tax preparation business that provides seasonal tax services. Kral Financial Advisors, LLC offers fee-only investment management, financial planning, and consultation services to individuals, high-net-worth clients, and trusts and estates. The firm’s investment approach focuses on asset allocation and fundamental analysis within a long-term, buy-and-hold strategy, primarily using no-load mutual funds and ETFs.

Theodore Bugenski is a CFP® with 20 years of industry experience, currently serving as the sole advisor at CND Financial. He has been with Executive Financial Securities, Inc. dba CND Financial since 2008 and has worked at William Mack & Associates, Inc. since 1992. CND Financial provides discretionary investment management and hourly financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $199 million in assets for about 189 clients, employing diversified allocations to no-load mutual funds and ETFs across tailored model strategies based on each client’s risk profile and time horizon.

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.

Alan Gildenberg is a financial advisor at Sculati Wealth Management, LLC with 32 years of industry experience. He has held roles at Sculati Wealth Management since 2017 and previously worked at Stifel Nicolaus & Co Inc from 2013 to 2017. Outside of advisory work, he is involved in business strategy and management for a roofing company and a sports management firm, and he advises an event planning company. Sculati Wealth Management is a fee-only advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a blend of fundamental, technical, and cyclical analysis to build portfolios and routinely provides complimentary financial planning to clients and prospects.