James L'esperance is a financial advisor at Barking Sands Capital in Troy, MI, holding the ChFC® designation and Series 63 license, with 19 years of industry experience. He has operated The L'esperance Group, LLC since 2004. Outside of his advisory role, he is involved in a licensed insurance agency selling and servicing fixed insurance products such as life insurance and annuities. Barking Sands Capital provides personalized, fee-based investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-equity strategy combined with diversified options and uses third-party managers when appropriate, managing approximately $45 million in primarily discretionary assets for about 85 clients.

Kenneth Wittenberg is a financial advisor at Wittenberg Investments Inc. with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wittenberg Investments since 2018, previously working at Secure Asset Management. Wittenberg Investments Inc. provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses fundamental analysis to construct portfolios and offers services such as Investment Policy Statement creation, ongoing monitoring, and pension consulting, managing approximately $89 million in discretionary assets with a small advisory team.

Paige Weymouth is a CFP® professional at Palatine Hill Wealth Management with three years of industry experience. She has worked at several firms including Northwestern Mutual, Ascent Wealth Partners, and Ross Hoezee. Prior to her financial advisory career, she was employed at the Law Offices of Barton C Rachwal. Palatine Hill Wealth Management is a registered investment adviser serving individuals, employee-sponsored retirement plans, trusts, foundations, charities, and corporate clients. The firm manages approximately $296 million for nearly 279 clients, offering discretionary and non-discretionary investment management, integrated financial planning, and retirement plan consulting.

Kyle Whipple is a financial advisor at Custom Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has worked previously at AE Wealth Management, LLC, Kalos Capital, and C. Curtis Financial Group. Outside of his advisory role, he is a partner and financial advisor involved in insurance sales through Custom Wealth Solutions. Custom Wealth Management serves individuals, high-net-worth clients, families, and trusts with discretionary investment management, integrated financial planning, and limited consulting services. The firm uses an active, asset-allocation approach incorporating fundamental, quantitative, and technical analysis, and has a specialization in bank-issued structured notes and related services.

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.

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.

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.

Robert Murphy is a financial advisor at Pinnacle Wealth Management Group, Inc. in Plymouth, MI. He holds a Series 65 designation and has six years of industry experience, all with Pinnacle. Pinnacle Wealth Management Group, Inc. serves individual and high-net-worth clients, offering discretionary investment management, comprehensive financial planning, and a family office program for clients meeting a $1 million threshold. The firm employs strategic and tactical asset allocation across a diverse investable universe and manages approximately $243 million for about 200 clients.

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.

Colin Overweg is a financial advisor at Advize Wealth Management with 11 years of industry experience. He holds the CFP® and Series 66 designations and has worked at firms including WealthSource Partners, Waddell & Reed, and Cetera Advisors. He is also licensed to sell life and health insurance and may engage in product sales with clients. Advize Wealth Management advises individuals, high-net-worth clients, and employer plan sponsors, providing wealth management, investment management, and financial planning services. The firm emphasizes passive investing through strategic and tactical asset allocation and utilizes technology-enabled platforms alongside custodial relationships to implement client strategies.

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.

Zhaoji Yang is a CFA® charterholder with one year of industry experience, currently advising at Rochester Wealth Strategies, LLC. Prior to this role, he spent eight years at Joshua Analytical Research, LLC and ten years at Flexible Plan Investments, Ltd. Outside of his financial advisory work, he is employed by LanguageLine Solutions, Inc. 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 fundamental analysis and primarily ETF-based portfolios tailored to clients’ risk tolerance and liquidity needs.

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.

Gary Aidem is a Series 65 licensed advisor at A & L Financial Services, LLC with 16 years of industry experience. He has been with A & L Financial since 2000 and also works as a loan officer at St. James Mortgage Corp., assisting clients with residential mortgages. A & L Financial Services provides personalized financial planning and discretionary asset management primarily for individual and high net worth clients. The firm uses a fee-only, percentage-of-assets approach and employs fundamental, technical, and cyclical analysis alongside option-writing strategies and borrowing within managed accounts.

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.