Michael Kastler is the sole advisor at Kastler Financial Planning in Ortonville, MI, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Garrett Investment Advisors. Kastler serves on the alumni board of Notre Dame Preparatory School, assisting with alumni activities. Kastler Financial Planning is a fee-only, state-registered advisory firm specializing in financial and retirement planning primarily for clients in or near retirement. The firm employs a predominantly passive investment approach based on Modern Portfolio Theory, offering planning and investment management with flat-fee, tiered, and hourly billing structures.

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.

Troy Emmerich is a financial advisor at Meadowbrook Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Flexible Plan Investments Ltd and as an independent contractor prior to his current roles. Outside of advisory work, he serves as a finance and treasury analyst at Mersino Management Company, LLC, a dewatering, rental, manufacturing, and trenching firm. Meadowbrook Asset Management provides investment advisory and financial planning services to pooled vehicles, institutional clients, and small-business plan sponsors. The firm’s investment approach combines active management with Modern Portfolio Theory, Core+Satellite, and value-oriented strategies, and it offers both discretionary and non-discretionary portfolio management along with retirement-plan consulting and employee-benefit advice.

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.

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.

Erik Klumpp is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Chessie Advisors, LLC. He founded Chessie Tax, LLC, a tax preparation service focused on personal and small business returns, and is also the founder and Director of Tax Operations at Magni Publicani, LLP (DBA Student Loan Tax Experts), which specializes in personal income tax preparation. Chessie Advisors is an independent, fee-only firm serving individuals and families, including high-net-worth clients, trusts, pension plans, charitable organizations, and small businesses. The firm employs a Modern Portfolio Theory-based Core + Satellite investment approach and integrates ongoing financial planning into its discretionary portfolio management services.

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.

Peter Kennedy is a CFA® charterholder based in Birmingham, MI, with seven years of experience at Kennedy Investment Counsel LLC and 40 years at Comerica, Inc. He leads Kennedy Investment Counsel LLC, an independent firm specializing in portfolio management for high-net-worth individuals and charitable organizations. The firm creates individualized investment plans and employs a mix of charting, fundamental, quantitative, and technical analysis to build long-term portfolios. Kennedy Investment Counsel maintains a boutique practice with a very small client base, offering highly individualized oversight without using third-party subadvisers or wrap fee programs.

Michael Skrzypczak is the sole advisor at Triumph Investment Advisory Group, LLC in Rochester, MI, holding a Series 65 designation with 11 years of industry experience. He has been self-employed since 2010. Triumph Investment Advisory Group provides fee-based investment advisory and money-management services to individuals, high-net-worth clients, trusts, and charitable entities, along with financial and retirement planning. The firm employs a client-focused, value-oriented investment approach and offers educational seminars, regular portfolio reviews, and flexible financial planning options.

Alan Dishow is the sole advisor at Dishow Wealth Management LLC and holds a Series 65 designation. He has no prior industry experience but has been an adjunct finance professor at Davenport University since 2020 and works part-time assisting with operations at a family-owned gas station. Dishow Wealth Management LLC is a newly registered investment manager that plans to serve retirement plans, small businesses, and individual and high-net-worth investors. The firm offers discretionary and non-discretionary portfolio management, custom portfolio construction, and financial planning, combining fundamental, technical, and macroeconomic analysis to build diversified portfolios.

Thomas Graber is a CFP® and ChFC® with 35 years of industry experience. He is the principal at Impact Investment Strategies, Inc., an independent firm he has led since 2021. Prior to this, he spent over a decade with Raymond James Financial and operated Impact Benefits, Inc., where he provided non-variable insurance services. Impact Investment Strategies serves individuals, high-net-worth clients, families, and businesses by offering discretionary and non-discretionary investment management, comprehensive financial planning, and qualified retirement plan consulting. The firm uses a proprietary strategic asset-allocation framework and multiple analytical methods to tailor and monitor portfolios, and it provides qualified plan consulting including fiduciary services and educational seminars.

David Cretcher is a financial advisor at Weather Eye Advisors, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked at Castle Tax Defense, Inc. since 2021 alongside his role at Weather Eye Advisors, which he joined in 2012. Weather Eye Advisors provides investment advisory and financial planning services to individuals, families, corporations, and non-U.S. clients. The firm employs an All-Weather, macro-driven investment approach focused on risk management and income-producing instruments, with services that include portfolio management, tax and financial planning, and insurance advice.

Howard Bayliss is a financial advisor at Core Financial Planning in Bloomfield Hills, MI, holding a Series 65 designation with 15 years of industry experience. He has been with Core Financial Planning since 2008. Core Financial Planning is an independent, fee-only fiduciary firm serving individuals, families, trusts, and retirement plan participants through financial and tax planning. The firm emphasizes disciplined asset allocation with a focus on equities, global diversification, and high-quality fixed income, providing tailored investment advice without discretionary management or commission-based products.

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.

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.

Michael Miley is a financial advisor with New View Financial, LLC in Auburn Hills, MI, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Sigma Financial Corporation and operated Miley Financial before founding his current firm in 2018. New View Financial is a state-registered, fee-only investment adviser serving individuals, families, trusts, estates, and small businesses. The firm provides personalized investment management and financial consulting, utilizing a range of analytical methods and typically recommending exchange-traded funds and no-load mutual funds, while also accommodating sophisticated strategies such as option contracts.

Michael Palazzolo is a CFP® professional with 14 years of industry experience and has been leading Fintentional LLC since 2016. Based in Birmingham, MI, he operates as the sole advisor at his independent firm. Fintentional LLC provides fee-only financial planning and investment advisory services to individuals and families, focusing on passive management through low-cost index funds and ETFs and offering non-discretionary investment assistance. The firm serves both individual and high-net-worth clients and coordinates with other professionals for services such as tax planning and preparation.