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.

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.

Kendra Mc Kinney is a financial advisor with Pinnacle Wealth Management Group, Inc. in Plymouth, MI, holding a Series 65 designation and six years of industry experience. She has worked at Pinnacle Wealth Management Group since 2017 and previously held a position at Jaggaer from 2009 to 2017. Outside of advisory services, she is also a licensed insurance agent. Pinnacle Wealth Management Group serves individual and high-net-worth clients, providing discretionary investment management, comprehensive financial planning, and a family office “Platinum Program” for clients meeting a $1 million threshold. The firm employs strategic and tactical asset allocation across a broad investable universe, managing about $243 million for roughly 200 clients through customized and model portfolio strategies.

Jon Rothenberg is a financial advisor at Greenway Financial, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Silberberg & Rothenberg Plc. Outside of his advisory role, he is the managing member of JD Rothenberg & Associates, a CPA tax preparation, accounting, and business consulting firm, and is CEO and majority owner of a film production company, Say There There Productions, LLC. 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 emphasizes asset allocation across equities, fixed income, and cash, utilizing mutual funds, ETFs, and a concentrated stock portfolio, and offers both discretionary and non-discretionary management.

James Pilat is a financial advisor at Peak Wealth Management, LLC in Plymouth, MI, with 12 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Mutual Securities, Inc., Regulus Advisors, LPL Financial, and Axa Advisors. Pilat also engages in insurance sales as an independent agent. Peak Wealth Management primarily serves individual and high-net-worth clients, offering financial planning, a financial coaching program, and discretionary portfolio management. The firm uses a combination of fundamental and technical analysis to create tailored model portfolios and manages approximately $446 million in discretionary assets across three advisors.

Daniel Cesta is a financial advisor at Pinnacle Wealth Management Group, Inc. in Plymouth, MI, holding the CFP® designation with 30 years of industry experience. He has worked with Private Client Services and Pinnacle Wealth Management Group since 2016. Outside of advisory services, he serves as president of a local condo association. Pinnacle Wealth Management Group advises individual and high-net-worth clients, offering discretionary investment management, comprehensive financial planning, and a family office Platinum Program for clients with $1 million or more in assets. The firm employs strategic and tactical asset allocation across a diverse investable universe, managing approximately $243 million for around 200 clients.

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.

Preston Gee is a financial advisor at Peak Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Central Michigan University and in the retail and entertainment sectors. Outside of advising, he is involved in managing rental properties. Peak Wealth Management serves individual clients, including high-net-worth households, by offering financial planning and discretionary portfolio management. The firm combines fundamental and technical analysis and utilizes institutional strategists through the Envestnet platform, managing portfolios primarily on a discretionary basis with quarterly reviews.