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.

Kristian Kalaj is the principal advisor at Kalaj Capital in Novi, Michigan, holding a Series 65 designation with two years of industry experience. He has worked as an independent contractor in general contracting since 2014, dedicating about 10 hours per week to this activity. Kalaj Capital provides asset management and financial planning services, offering continuous supervision of custodial accounts and comprehensive financial plans that cover tax planning, retirement, insurance, and other personal financial matters. The firm employs a combination of fundamental and technical analysis across various investment strategies, managing accounts on a separate-account basis with discretionary authority granted by clients.

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.

Paul Cerro is a financial advisor at Cedar Grove Capital Management with one year of industry experience. He holds Series 65 and Series 63 licenses and also works as a Financial Analyst for Seed Health, a small consumer goods company. His prior experience includes roles at Bank of America/Merrill Lynch and various health and technology companies. Cedar Grove Capital Management provides discretionary portfolio management to individual and high-net-worth clients, focusing on a range of asset classes including U.S. equities, fixed income, ETFs, commodities, and international securities. The firm’s investment approach is based on fundamental analysis and offers performance-based fee arrangements to qualified clients.

Corey Voorman is a financial advisor at Voorman Investment Counsel LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Berndt & Associates, Karstens Investment Counsel, Bank of America, and Merrill Lynch. Outside of his advisory role, he serves on the board of Rooted Ministries Inc., participates in a musical project called The City Inside, and is Vice President of the Sigma Chi Detroit Alumni Chapter. Voorman Investment Counsel LLC provides fee-only investment advisory services to individuals, trusts, estates, corporations, charitable organizations, and pension or profit-sharing plans. The firm employs a combination of fundamental, technical, and charting analysis, offering both long- and short-term strategies tailored to client objectives, risk tolerance, and liquidity needs.

Hussien Fawaz is a CFP® professional with 17 years of industry experience, operating through Ydream Financial Services, Inc. in Canton, MI. He has been with YDFS since 2003 and also owns a separate accounting, tax, and technology consulting business. Ydream Financial Services provides personalized financial planning and investment management to a diverse client base including individuals, small business owners, corporate executives, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a financial-planning-led investment approach that emphasizes long-term passive strategies supplemented by fundamental, technical, and cyclical analysis, managing client portfolios on an individualized, discretionary basis.

Robert Solway is the sole advisor at Nylrem Asset Management, LLC, an independent firm based in Huntington Woods, MI. He holds a Series 65 designation and has 10 years of industry experience, all with Nylrem since 2016. Nylrem Asset Management provides investment advice, portfolio management, and financial planning to private and high-net-worth individuals. The firm operates on an hourly, consultative basis without discretionary trading authority, focusing on long-term, diversified asset allocation with attention to tax implications and after-tax performance.

Sevag Vartanian is the sole advisor at Vartanian Capital Management in Novi, MI, holding Series 63 and Series 66 licenses with 26 years of industry experience. Prior to founding his firm in 2019, he worked at Cambridge Investment Research Inc for five years. He is also involved with DGC Leasing, LLC, an equipment leasing business. Vartanian Capital Management provides discretionary and non-discretionary investment management to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs fundamental analysis with a long-term strategy tailored to each client’s financial and tax situation, and is notable for its focus on servicing charitable and private foundations.

Keith Southwick is a CFP® and ChFC® with 14 years of industry experience. He has been with Straitgate Financial L.L.C. since 2010, where he serves as the sole advisor. StraitGate Financial L.L.C. offers comprehensive financial and investment planning primarily for individuals and couples, as well as trusts, estates, charitable organizations, and corporations. The firm uses model portfolios and third-party money managers via the AssetMark platform, maintaining a primarily non-discretionary asset base while providing clients with regular reports and quarterly reviews.

David manages the finances for a group of families and business owners in Oakland County, Michigan. His expertise includes investment advisement, risk management, education planning, longevity planning, social security planning, estate planning, tax consultations, life insurance, charitable giving, and Medicare resources. He prioritizes meaningful personal relationships and provides honest advice. David attended Central Michigan University where he earned his Bachelor’s degree majoring in Personal Financial Planning. After graduation, he gained experience working as a financial advisor for two Fortune 500 firms over seven years before opening his independent practice, Deller Wealth Management, in 2018. Clients deserve personalized solutions from professionals they know and trust. David’s focus is getting to know you and your family financially in order to understand your goals. He provides a tailored approach to best meet your financial objectives. David is dedicated to providing the latest technology and resources to his clients in an endeavor to create an ideal client experience. “How can I help? It’s a simple but powerful question. I’d love to hear your story, learn who you are and how I can help.”

Gregory Brown is a CFP® and holds a Series 65 license, with 14 years of experience in financial advising. He has been the sole advisor at Pathway Financial Planning, LLC since 2011. Pathway Financial Planning is a fee-only, independent registered investment adviser serving individual clients, including high-net-worth households. The firm offers discretionary portfolio management and comprehensive wealth management services, emphasizing low-cost, tax-aware, evidence-based portfolio construction with a focus on strategic asset allocation across global asset classes.

William Shelmon is a financial advisor at Paycheck to Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Toyota Motor of North America since 1990 as a product design engineer and executive project manager focused on investigating new technologies. Paycheck to Wealth provides fee-based investment advice and financial planning primarily to individual clients, offering subscription-based services, seminars, and employee-education workshops. The firm emphasizes passive, asset-class investing using low-cost index funds and model portfolios, incorporating statistical analysis and semi-annual portfolio monitoring.

Brian Heal is the principal advisor at Heal Financial LLC in Novi, Michigan, holding Series 63 and Series 65 licenses with 19 years of industry experience. His prior roles include positions at Sports & Entertainment Investment Advisors, The Heal Agency, NYLIFE Securities, PKS Financial Corp, Major League Financial Group, and Woodbury Financial Services. He is also an independent insurance agent. Heal Financial, LLC provides discretionary investment management and financial planning services to individuals, trusts, and pension and profit-sharing plans. The firm employs a model-based approach featuring diversified portfolios, including a specialized Sports & Entertainment model, and integrates both long- and short-term holdings with options strategies.

David Salehi is the principal advisor at Salehi Wealth Management, LLC in Dearborn, MI, with two years of industry experience. He holds a Series 65 credential and previously worked at Blue Chip Partners, LLC. Salehi served at the University of Michigan from 2021 to 2025. Salehi Wealth Management serves individual and high-net-worth clients, managing approximately $15.3 million across about 51 client relationships. The firm combines fundamental and technical analysis within a Modern Portfolio Theory framework, blending passive and active strategies, and may manage alternative investments and held-away accounts. It offers discretionary investment management and integrated financial planning on a fee-only basis.

George Papadopoulos is the sole advisor at George Papadopoulos, CPA/PFS, CFP®, an independent firm based in Ann Arbor, MI. He holds the CFP® designation along with Series 63 and 65 licenses and has 15 years of industry experience. In addition to his advisory work, he contributes original content to financial industry publications and manages an online blog unrelated to finance. The firm provides ongoing wealth management and consultation services primarily to individual clients, including high-net-worth individuals, integrating annual federal and state tax return preparation into its services. The investment approach is based on Modern Portfolio Theory with a focus on strategic, long-term asset allocation using mutual funds and ETFs, and the firm manages accounts on a limited discretionary basis with regular client reviews.

Eric Holmes is the principal advisor at Reliance Capital Holdings, LLC, an independent firm based in Southfield, MI. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Holmes has worked with firms including American Portfolios and Chelsea Square, and also oversees Excell Diabetic Supply, a mail-order diabetic supplies business. Reliance Capital Holdings provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm’s investment approach combines fundamental and technical analysis across various asset classes and includes the use of third-party money managers.

Scott Wloszek is a Series 65-licensed financial advisor with six years of industry experience. He founded SW Advisors, LLC in 2019 after seven years at Clarkston Capital Partners. Outside of his advisory work, he coaches youth soccer teams in Royal Oak, Michigan. SW Advisors, LLC provides discretionary portfolio management and customized trade execution services to individuals, high-net-worth clients, corporations, charities, and institutions. The firm employs a technical-analysis-driven investment approach and offers institutional portfolio execution with transaction-cost analysis reporting, managing approximately $16 million across 63 client accounts.

Renee Skiver is the principal advisor at Skiver Investment Services with 29 years of industry experience. She previously worked at Next Financial Group Inc before founding her independent firm in 2018. In addition to her advisory role, she is an independent insurance agent offering life insurance, fixed annuities, long-term care, and property and casualty coverage. Skiver Investment Services is a state-registered independent firm providing discretionary portfolio management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm employs a customized, predominantly long-term investment approach using fundamental, cyclical, and charting analysis to manage portfolios consisting of individual stocks, mutual funds, ETFs, and bonds.

David Brock is the principal advisor at The Brock Group, LLC, an independent registered investment adviser based in Plymouth, Michigan. He holds Series 65 and Series 66 licenses and has 16 years of industry experience. In addition to his work as a financial advisor since 2006, he has been an independent insurance agent selling fixed insurance and annuity products since 2003. The Brock Group serves individuals, trusts, estates, and business entities by providing portfolio management and investment consulting, emphasizing diversification and low-cost mutual funds and index strategies. The firm manages approximately $93.9 million for about 253 clients and combines ongoing management with project-based services.

Elisha Krohner is the sole advisor at Efficient Planning Solutions LLC in Oak Park, MI, holding a Series 65 designation with five years of industry experience. Prior to founding the firm in 2021, Krohner spent 11 years at Beth Medrash Govoha. Efficient Planning Solutions LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm employs an evidence-based investment approach focused on strategic asset allocation and global diversification, typically utilizing passively managed mutual funds and ETFs alongside fixed-income securities.