Gaetano Cappelletti is a CFA® charterholder with 15 years of industry experience, currently serving as the sole advisor at Affinity Financial Advisory in Allen Park, MI. He has been with Affinity Financial Advisory since 2005. Affinity Financial Advisory primarily serves individual investors, including high-net-worth clients, as well as businesses and charities, offering discretionary portfolio management alongside comprehensive financial advisory services such as cash-flow planning, tax and estate considerations, and retirement planning. The firm employs a technical analysis-driven investment approach and provides a range of service options tailored to client needs.

David Mcdonald is a financial advisor with MFG Capital, Inc. in Trenton, MI, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at MFG Capital since 2018 and has been involved with McDonald Financial Group since 2013. Outside of his advisory role, he is also active as an insurance agent, selling insurance products. MFG Capital, Inc. provides fee-based investment management and financial planning services to individuals and business entities, managing discretionary portfolios and co-advising some accounts with a third-party manager. The firm emphasizes individualized portfolios based on client goals, time horizons, and risk tolerance, and offers public educational seminars.

Matthew Holody is a financial advisor at Affinity Financial Advisory with 14 years of industry experience. He holds a Series 65 designation and has worked since 2009 as Controller and CPA for Flat Rock Metal Inc., a steel parts manufacturer for the automotive industry, where he manages accounting operations. Affinity Financial Advisory primarily serves individual investors, including high-net-worth clients, as well as businesses and charities. The firm provides discretionary portfolio management and comprehensive financial advisory services, utilizing a technical analysis approach and a three-part client profiling process to guide investment decisions.

Erik Ringo is a CFA® charterholder and holds a Series 65 license, with eight years of industry experience. He has worked at Autumn Financial Advisors, LLC since 2017, following prior roles at Buttonwood Financial Advisors and T. Rowe Price. Autumn Financial Advisors is a small, state-registered firm serving individual and high-net-worth clients through comprehensive financial planning and discretionary investment management. The firm employs a diversified investment process combining active, passive, and quantitative strategies, with portfolios tailored to client-specific investment policy statements.

Patrick Guentner is a financial advisor with Legacy Investment Advisors LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience and is also a practicing attorney with Guentner, Barbee & Associates PLLC. Outside of his advisory and legal work, he is involved in several business ventures, including retail and sales enterprises. Legacy Investment Advisors LLC provides discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, quantitative, and technical analysis with a limited investment menu that includes mutual funds, fixed income, equities, annuities, and ETFs, including precious-metals ETFs.

Kyle Whipple is a financial advisor at Custom Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has previously worked at AE Wealth Management, Kalos Capital, and C. Curtis Financial Group. In addition to his advisory role, he is a partner and financial advisor at Custom Wealth Solutions, where he is involved in insurance sales and services. Custom Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, families, and trusts with discretionary investment management, financial planning, and limited consulting services. The firm utilizes an active, asset-allocation approach and has a specialization in bank-issued structured notes, supported by an affiliated insurance agency.

Scott Carty is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Custom Wealth Management in Plymouth, MI. His prior roles include positions at Oliver Lagore Vanvalin Investment Group, AE Wealth Management, and Sigma Planning Corporation. Outside of his advisory work, he volunteers as a soccer coach at Plymouth Christian Academy. Custom Wealth Management is an SEC-registered investment adviser that provides discretionary investment management, integrated financial planning, and consulting services to individuals, families, and trusts. The firm focuses on an active, asset-allocation approach and has specialization in bank-issued structured notes, supported by an affiliated insurance agency offering life, long-term care, and annuity products.

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.

Jonathan Carender is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Paragon Investing, LLC with six years at the firm and five years of total industry experience. Prior to joining Paragon Investing in 2020, he worked at Scio Software and TKS Industrial Company. Paragon Investing provides investment advisory and financial planning services to individuals, high-net-worth clients, other investment advisers, and businesses. The firm employs a tailored approach using asset allocation, dollar-cost averaging, fundamental and technical analysis, and a range of investment vehicles including mutual funds, ETFs, and restricted-access funds.

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.

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.

Eddison Millington II is a financial advisor with Pinnacle Wealth Management Group, Inc. in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked with SEI Investments Management Corp and SEI Investments Distribution Co. Millington is also a licensed insurance agent engaged in insurance sales alongside his advisory role. Pinnacle Wealth Management Group, Inc. serves individual and high-net-worth clients, offering discretionary investment management, comprehensive financial planning, and a family office “Platinum Program” for clients with at least $1 million in assets. The firm employs a strategic and tactical asset allocation process, managing about $243 million through customized and model portfolios across a broad investable universe.

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.

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.

Antashe Howard is a Series 65-licensed financial advisor at Nubian Square Investment Advisors, LLC with four years of industry experience. His prior roles include positions at Mariner Wealth Advisors and Eaton Vance Investment Counsel. Outside of advising, he is an agent for a life insurance business. Nubian Square Investment Advisors serves individuals, high-net-worth clients, and charitable organizations by providing investment management and financial planning services. The firm employs a combination of in-house and third-party portfolio management strategies, emphasizing long-term orientation while incorporating alternative approaches when appropriate, and maintains a formal impact investing due-diligence practice.

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.

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.