David Sutts is a financial advisor at R.J. Sutts & Company with 29 years of experience in the industry. He holds a Series 65 designation and has been with the firm since its founding in 1997. R.J. Sutts & Company provides investment advisory services to individuals, families, and trusts, focusing on risk assessment, investment strategy, portfolio management, and withdrawal planning. The firm manages approximately $9.7 million on a discretionary basis for about 40 clients, utilizing technical, fundamental, and macroeconomic analysis to construct diversified portfolios primarily composed of no-load mutual funds and ETFs.

Jody Medford is a CFP® professional with 16 years of industry experience and serves as the sole advisor at Lineguard Investments, LLC. He has been with Lineguard since its founding in 2011. Lineguard Investments provides discretionary investment management and limited financial planning to individuals, high-net-worth clients, trusts, estates, pension plans, corporations, and charitable organizations. The firm focuses on customized portfolios using mutual funds, ETFs, and individual securities, employing a quantitative, income-driven rebalancing strategy while serving a diverse client base that includes charitable organizations.

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.”

Thomas Jones is a CFP® and holds a Series 66 license, with 15 years of experience in financial advising. He is the sole advisor at Thomas Jones Financial LLC, which he founded in 2009. In addition to his financial advisory work, Jones is also an attorney operating Thomas Jones Legal PLC, providing general legal services and dedicating approximately half of his professional time to legal practice. Thomas Jones Financial LLC primarily serves individual investors, business entities, estates, and trusts, offering fee-only, non-discretionary investment management and financial planning. The firm employs a top-down investment approach focused on strategic asset allocation, low-cost funds, and after-tax outcomes, and integrates affiliated legal services including estate planning and tax preparation.

Kevin Delaere is a CFP® and PFS™ credentialed advisor with 23 years of industry experience. He is the principal of GK Private Wealth Partners LLC, an independent advisory firm he joined in 2023 after 20 years at Linsco/Private Ledger Corp. In addition to his advisory role, he is a shareholder at Groen, Kluka & Company, where he prepares financial statements and tax returns for individuals and small businesses. GK Private Wealth Partners is a fee-only firm serving individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm offers discretionary investment management, financial planning, and retirement plan consulting, using a blend of passive and active strategies aligned with clients’ risk tolerance and tax considerations.

Kimberly Wiggins is a financial advisor at Investors Management Services Inc with a Series 65 credential and six years of industry experience. She has been with Investors Management Services since 2006. Outside of her advisory role, she is the managing partner of Riviera Mack, LLC, where she oversees bookkeeping and maintenance responsibilities. Investors Management Services Inc, founded in 1968, provides discretionary asset management and comprehensive wealth-planning services to individuals, retirement accounts, trusts, estates, charitable organizations, pensions, and corporations. The firm emphasizes asset allocation based on fundamental and quantitative analysis, serving a small client base with fully discretionary management.

Warren Mcintyre is a CFP® professional with 15 years of industry experience. He has been the sole advisor at Visionquest Financial Planning LLC since 2002. VisionQuest Financial Planning LLC offers project-based financial planning and investment consultation services primarily to individuals and families, as well as to businesses, trusts, estates, and charitable organizations. The firm operates on a non-discretionary, fee-for-service model, emphasizing long-term, fundamental buy-and-hold investment strategies with diversified asset allocation and low-cost mutual funds and ETFs.

John Daniel is the sole advisor at Daniel Investments, Inc. in Troy, Michigan, holding a Series 65 designation with 16 years of industry experience. He has been with Daniel Investments since 1997. Daniel Investments provides discretionary and non-discretionary investment management services to individuals, families, small business owners, and small nonprofit organizations, including endowment funds and foundations. The firm’s investment approach is based on fundamental analysis with a long-term holding orientation and portfolios tailored to clients’ income needs, growth objectives, and risk tolerance.

Ryan Murray is a CFP® and Series 65-registered financial advisor with three years of industry experience. He is the owner of Murray Strategic Investment LLC, an independent investment advisory firm based in Detroit, MI, and also operates Murray Mortgage Solutions, a mortgage brokerage. His prior work includes positions at Northern Trust and United Wholesale Mortgage. Murray Strategic Investment LLC offers investment management, financial planning, and retirement plan advisory services to individual and institutional clients. The firm employs a Modern Portfolio Theory-based approach, combining passive funds with fundamental and technical analysis, and provides both non-discretionary and discretionary investment options.

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.

Carl Gill is a financial advisor with Asset Preservation Capital, LTD in Troy, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with several firms, including Healthview Asset Management, Elevated Performance Investment Group, and his own Asset Preservation Capital entities. In addition to advising, he owns and operates a tax preparation business. Asset Preservation Capital primarily serves individual clients, offering comprehensive financial planning, targeted consulting, and discretionary portfolio management. The firm utilizes customized, asset-allocation driven portfolios and collaborates with third-party advisers, managing approximately $16 million across about 100 client relationships.

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.

Paul Huebner is a financial advisor with Park Investments and Consulting LLC in Grosse Pointe Farms, MI. He holds Series 65 and Series 66 licenses and has 16 years of industry experience, including 14 years at Pointe Capital Management LLC. Park Investments & Consulting is an independent, fee-only registered investment adviser that provides comprehensive wealth management and consultation services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based, strategic asset allocation approach with a long-term orientation and emphasizes active client participation in defining investment objectives and risk tolerance.

Mena Ghattas is a financial advisor with Henchmen Partners in Troy, MI, holding a Series 65 designation and two years of industry experience. He has worked at Henchmen Partners since 2022 and concurrently serves as a Senior Manager at Niterra, an automotive supplier. Henchmen Partners provides ongoing portfolio management to individual clients, including high-net-worth individuals, tailoring Investment Policy Statements to clients’ goals and risk tolerances. The firm’s investment approach combines fundamental analysis with long-term trading and options strategies across various asset classes, operating primarily with discretionary trading authority.

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.

Terry Maxwell is the sole advisor at Maxwell Investment Advisory Services, an independent firm based in Troy, MI. He holds Series 63 and Series 65 designations and has 30 years of industry experience, having led his advisory practice since 1985. Maxwell Investment Advisory Services provides ongoing investment advice, trade execution, performance monitoring, and portfolio management for individual and high-net-worth clients. The firm emphasizes diversification and low-cost investing using no-load mutual funds and ETFs, tailoring allocations based on risk tolerance and conducting at least annual reviews.

Thomas Campbell is the sole advisor at Pointe Equity Partners LLC, an independent registered investment adviser based in Grosse Pointe Farms, MI. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Campbell has worked at J.W. Cole Financial, Inc. since 2008 and has been operating Campbell Financial Services since 1994. Pointe Equity Partners manages approximately $15 million for about 20 individual clients, providing portfolio management and financial planning services. The firm employs an individualized investment process tailored to each client’s objectives and risk tolerance, with Campbell serving as the primary contact for all client matters.

Satish Dharwadkar is a financial advisor at Mangotree Capital, LLC, holding a Series 66 designation with 21 years of industry experience. He has been with Mangotree Capital since 2012. Mangotree Capital provides discretionary portfolio management, ERISA plan advisory, and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm manages approximately $38.9 million on a discretionary basis and uses in-house model portfolios that combine active and passive strategies, including long–short and options trading, tailored to clients’ risk profiles and objectives.

Michael Nummer is a CFP® with 32 years of industry experience, currently serving as the sole advisor at Mcn Investment Management Co. He previously worked at Commonwealth Financial Network and Wells Fargo Advisors Financial Network, LLC. Outside of financial advising, he owns a vehicle parts business and is involved in cattle ownership and sales. Mcn Investment Management Co. provides discretionary portfolio management and retirement plan consulting to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm uses proprietary model portfolios and fundamental analysis for investment decisions, offering non-ERISA retirement plan consulting services that are uncommon among similar-sized firms.

Leyland Lindie Jr. is a financial advisor at Christ Capital Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Foguth Financial Group and Alight Financial Solutions. Prior to his advisory career, Lindie had roles across financial services and legislative support. Christ Capital Advisors provides discretionary portfolio management, financial planning, and qualified retirement-plan advisory services to individuals, corporations, and other businesses. The firm employs a multi-strategy investment approach focused on long-term asymmetric appreciation, uncorrelated returns, and capital preservation, utilizing ETFs, direct indexing, tax-loss harvesting, and outside manager recommendations.