Anita Prasky is a CFA® charterholder with 15 years of industry experience and serves as the sole advisor at Weil Enterprises, Inc., where she has worked since 1981. Weil Enterprises provides tailored investment advice and portfolio management to individuals, high-net-worth individuals, and corporate clients. The firm emphasizes fundamental analysis and a long-term investment approach, managing accounts on a non-discretionary basis with a focus on low turnover, tax considerations, and minimizing brokerage costs.

Raphael Hofmann is a financial advisor at Association Financial Services, LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Capital Analysts, LLC and Lincoln Investment Planning, Inc. Outside of his advisory role, Hofmann is a managing member of a firearms retail and manufacturing business and serves as a public notary. Association Financial Services primarily serves individual and small business clients with retirement, education, investment, and insurance planning. The firm offers discretionary portfolio management combined with financial consulting, incorporating both securities and non‑security investments such as fixed and fixed‑indexed annuities, and conducts educational workshops for clients.

George Calvert is a CFP® professional with 16 years of industry experience, operating as the sole advisor at Calvert Planning Corporation in Troy, MI. He has led Calvert Planning Corporation since 1998. Outside of his advisory work, he serves as a non-voting board member of Windy Acquisition, LLC, a role he has held since 2006. Calvert Planning Corporation provides investment management, retirement planning, and comprehensive financial planning services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and businesses. The firm’s non-discretionary investment approach emphasizes asset allocation using primarily no-load mutual funds and ETFs, supported by fundamental research and occasional technical analysis.

Michael Krencicki is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Global Wealth Advisors LLC in Troy, MI. He has been with the firm since 2006. Outside of his advisory role, he is also engaged as an independent insurance agent. Global Wealth Advisors LLC provides fee-based asset management, financial planning, and retirement plan services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a modern portfolio theory and global diversification approach, primarily using mutual funds and ETFs, and offers discretionary portfolio management with ongoing monitoring and periodic reviews.

Michael Cho is a financial advisor at Armor Wealth Strategies, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cutter & Company, Inc and Morgan Stanley Smith Barney LLC. Outside of advising, Cho serves as a fencing referee and volunteers as treasurer for the Disability Network of Oakland and Macomb Counties. Armor Wealth Strategies is a small advisory firm serving individual and high-net-worth clients with discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services. The firm tailors portfolios to client goals and risk tolerances, employing a range of investment strategies and providing ongoing monitoring and quarterly reviews.

Brewster Smith is a CFP® professional with nine years of industry experience. He has been with The Financial Planning Company in Royal Oak, MI since 2016. The Financial Planning Company offers financial planning and discretionary investment management to individuals, high-net-worth individuals, qualified retirement plans, and trusts. The firm uses a long-term strategic asset allocation approach combined with enhanced indexing, quarterly rebalancing, and inputs from Morningstar and Dimensional Fund Advisors to construct portfolios tailored to client goals and risk tolerances.

Jeffrey Belmonte is a CFP® professional with 17 years of industry experience. He is the sole advisor at Summitview Advisors, an independent firm he has led since 2018. Prior to founding Summitview Advisors, he worked at Advanced Asset Management LLC and provided leadership coaching at 2-0 Leadership Coaching. Summitview Advisors serves individual clients, trusts, qualified retirement plans, corporations, and charitable organizations by offering portfolio management along with comprehensive and project-based financial planning. The firm’s investment approach emphasizes strategic asset allocation combined with fundamental and cyclical analysis and includes a diversified mix of asset classes and investment strategies.

Jeffrey Grad is the principal of Grad Wealth Management PLLC in Livonia, MI, where he has worked since 2024. He holds a Series 66 designation and has six years of industry experience. Prior to founding his firm, he worked at Founders Financial Securities, LLC for five years. Outside of advisory work, he owns Grad & Shoemaker, PC, a tax and accounting practice. Grad Wealth Management provides financial planning, consulting, and retirement plan services to individuals, high-net-worth clients, and business entities. The firm matches client objectives and risk profiles to third-party model portfolios, monitors those managers regularly, and offers written financial plans and hourly consulting engagements.

Tarek Abouljoud is a CFA® charterholder with 15 years of industry experience and has been the sole advisor at Abram Asset Management since 2009. He is also a partner in Gourmet Food Holdings, a food distribution business where he contributes to recipe development and management. Abram Asset Management offers discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a research-driven, balanced approach to portfolio management, incorporating fundamental and technical analysis, credit-spread comparisons, and proprietary timing models, with strategies tailored to client risk tolerance and liquidity needs.

Jonathan Marko is a financial advisor at Ballers and Associates with eight years of industry experience. He holds a Series 65 designation and has maintained a concurrent legal career as an attorney at Rasor Law Firm for over 15 years. His advisory work is affiliated with his law practice, creating a niche that combines legal and financial referral services. Ballers and Associates specializes in connecting clients with legal judgments or settlements to third-party investment advisers rather than managing portfolios directly. The firm operates on a referral basis, partnering with established advisors while maintaining a legal-centric focus uncommon among independent advisory firms.

Thomas Horton is a CFP® professional with 16 years of industry experience. He has operated Horton Financial Planning LLC since 2004, serving clients from Farmington Hills, MI. Horton Financial Planning LLC is an independent, fee-only advisory firm that offers hourly, as-needed financial planning and investment advice primarily to individual clients. The firm emphasizes comprehensive planning and a long-term, buy-and-hold investment approach focused on passive, low-cost index funds with periodic rebalancing.

In Soo Suh is the sole advisor at FITSHA Consulting and holds a Series 65 designation. Suh has approximately one year of experience in financial advisory services, following prior roles at Scout Motors, Freudenburg EPS, Stoneridge, Aptiv, and GM. Outside of advisory work, Suh is a licensed real estate professional and occasionally provides engineering consulting. FITSHA Consulting serves both institutional and individual clients, offering financial planning, discretionary portfolio management, and retirement plan consulting. The firm’s investment approach focuses on asset allocation and model portfolios with ongoing monitoring, and it provides participant education, seminars, and hourly planning engagements.

Anne Breuch is a financial advisor at Wolverine Wealth Advisory Services Inc. in Bloomfield Hills, MI, with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wolverine Wealth Advisory Services since 2008. Wolverine Wealth Advisory Services, Inc. provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts and estates, as well as pension and profit-sharing plans and charitable organizations. The firm manages client accounts using written investment policy statements and assumes 3(38) fiduciary responsibility for plan investment selection, working with institutional fund families such as SEI and Dimensional.

Alan Caldwell is a CFP® with seven years of experience in financial advising. He is the sole advisor at On Track to Retire LLC, an independent firm based in Livonia, MI. His work history includes roles at Origin Financial and involvement with several organizations focused on economic solutions and financial coaching. Prior to his advisory career, he was involved with Real Baked Goods for three years. On Track to Retire LLC provides financial planning and investment advice to individuals and high-net-worth clients. The firm focuses on client-specific plans and employs a fixed and hourly fee model, avoiding percentage-of-assets billing and discretionary trading.

Ilirjan Shkurti is a CFA charterholder and registered Series 66 advisor with 12 years of industry experience. He founded Whistle Stop Financial Advice in 2024 after working at Ameriprise and Hantz Financial Services. In addition to his advisory role, he serves part-time as a physician financial counselor at Henry Ford Health. Whistle Stop Financial Advice offers advice-only financial planning services on an hourly basis, focusing on passive investment strategies using index mutual funds and ETFs. The firm does not provide discretionary portfolio management or custody of assets, emphasizing individualized, point-in-time planning engagements.

Bryan Mortenson is the sole advisor at Long Lake Capital Management, LLC in Birmingham, MI, holding a Series 65 designation with 13 years of industry experience. He has led Long Lake Capital Management since 2014. Bryan serves on the Board of Directors at Nexteon, an aviation software company, where he participates in board meetings and engages with management and investors. Long Lake Capital Management is an independent advisory firm providing discretionary portfolio management through separately managed long/short accounts to individuals, high-net-worth investors, and corporate clients. The firm employs a value-oriented, special-situations investment approach based on fundamental, bottom-up research and offers tailored investment solutions, including client-imposed restrictions.

Matthew Cook is a CFA® charterholder and Series 63 registered advisor with 21 years of industry experience. He has been the principal of Cook & Associates since 2010 and has also been affiliated with LPL Financial LLC since 2009. Outside of his advisory role, he owns an insurance agency specializing in non-variable life insurance. Cook & Associates is an independent registered investment adviser managing approximately $56.6 million for about 89 clients. The firm provides individualized portfolio management and manager-selection services primarily to individuals, including high-net-worth clients, and certain charitable organizations, focusing on long-term investment strategies based on fundamental analysis and asset allocation.

Merid Amde is the sole advisor at M.A. Global Investment Advisor, LLC and holds Series 63 and Series 66 designations with 35 years of industry experience. He founded M.A. Global Investment Advisor, LLC, where he has worked since 2014, and previously worked at Investshares Advisor Group, LLC and InvestShares. Outside of advising, he is also actively involved as an insurance agent, dedicating approximately half of his professional time to this activity. M.A. Global Investment Advisor, LLC provides non-discretionary asset management and referrals to third-party managers for individuals and business entities. The firm offers tailored investment recommendations based on clients’ goals and risk tolerance and supplements its advisory services with educational seminars, workshops, and an affiliated insurance business.

Daniel Casey is the sole advisor at Bridgeriver Advisors LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has operated Bridgeriver Advisors since 2006. In addition to his advisory role, Casey works as a licensed insurance agent and provides consulting services on wills and trusts in collaboration with law firms. Bridgeriver Advisors LLC serves individual investors, high-net-worth clients, and business entities by offering personalized portfolio management and investment advice, along with access to insurance products through an affiliated insurance agency. The firm employs an asset-allocation approach using third-party research and computer models, managing client accounts on a non-discretionary basis with regular reviews.

Jarryd Smith is a financial advisor at Harbor Light Planning with five years of industry experience. He holds a Series 65 designation and has previously worked at Portfolio Solutions and CACI International. Harbor Light Planning is an independent, fee-only firm serving individuals and families with a focus on tax-aware, holistic financial and life planning. The firm combines comprehensive planning, investment management, and individual tax return preparation within a retainer-style advisory model.