Randolph Redmond is a financial advisor at RHL Group, LLC with 33 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at RHL Group since 2009, with a ten-year tenure at Cambridge Investment Research Advisors prior to his current role. Outside of his advisory work, he owns Organized Legacy Program, LLC, which organizes clients’ post-death wishes into comprehensive summary books. RHL Group, LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, pension plans, charities, and business entities. The firm employs a long-term investment approach that integrates fundamental, quantitative, and modern portfolio theory to build diversified portfolios and offers discretionary and non-discretionary portfolio management alongside specialized consulting services.

Eve Gaiser is a financial advisor with Pinnacle Wealth Management, Inc. in Brighton, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Pinnacle Wealth Management and Berthel Fisher & Company Financial Services since 2013. In addition to her advisory work, she is also a licensed insurance agent, selling life and fixed insurance products. Pinnacle Wealth Management advises individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and pension consulting through a tiered planning process, with services ranging from investment audits to tax and estate planning, and provides client education and wrap fee programs.

Paul Puro is a financial advisor at RHL Group, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Cambridge Investment Research Advisors, Inc. for ten years. Outside of his advisory role, Paul is an independent insurance agent representing various companies and owns Puro Financial Services, LLC. RHL Group, LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charities, and business entities. The firm employs a long-term investment approach using fundamental, quantitative, and modern portfolio theory to build diversified portfolios, offering both discretionary and non-discretionary management along with retirement-plan consulting and specialized product management.

Cheri Young is a financial advisor with Forever Young Integrated Wealth, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has worked at firms including Purshe Kaplan Sterling Investments and Questar Capital Corporation. Young also owns an affiliated tax advisory business. Forever Young Integrated Wealth provides discretionary asset management and account services using model portfolios and custom managed-account solutions. The firm serves individuals, high-net-worth investors, and business entities, employing methods such as modern portfolio theory and quantitative analysis, and maintains affiliations with broker-dealer and tax advisory businesses.

Christopher Burrell is a financial advisor at Estate Performance Advisors L.L.C. in Brighton, MI, holding a Series 65 credential with eight years of industry experience. He has worked at Estate Performance Advisors since 2019 and previously at Questar Asset Management from 2017 to 2019. Outside of advisory roles, he is involved as an insurance agent and vice president in insurance marketing, focusing on agent recruiting and training. Estate Performance Advisors L.L.C. provides discretionary investment management through SEI Investments’ programs, offering financial planning and consulting services primarily to individual investors. The firm uses SEI-developed model portfolios and mutual funds, overseeing account selection and management while partnering with other advisers through tri-party co-advisory arrangements.

Mark Wojno is a financial advisor at Pinnacle Wealth Management, Inc. in Brighton, Michigan, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Pinnacle Wealth Management since 2013. Wojno also operates as a CPA providing accounting and tax preparation services through his separate CPA practice. Pinnacle Wealth Management advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, 401(k) plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and pension consulting services, utilizing a tiered planning process and tailored investment strategies.

Alexander Finsterwald is a financial advisor at RHL Group, LLC with one year of industry experience. He holds the Series 65 designation and has worked previously at Acorn Wealth Advisors, LLC, First State Bank, Level One Bank/First Merchants Bank, and Chemical Bank/TCF Bank/Huntington Bank. RHL Group, LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charities, and business entities. The firm employs a long-term investment approach grounded in fundamental, quantitative, and modern portfolio theory to build diversified portfolios tailored to client objectives.

Nicholas Bour is a financial advisor at Inspire Wealth Advisory LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Brookwood Investment Group and Redwood Private Wealth LLC. In addition to his advisory role, he is active as a licensed insurance producer through Executive Financial Group. Inspire Wealth Advisory LLC provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) services for individuals, trusts, business owners, and retirement plans. The firm utilizes the UX Wealth platform and third-party managers to implement customized investment strategies.

Eric Little is a Series 65 licensed advisor with eight years of industry experience. He has worked at Estate Performance Advisors L.L.C. since 2019 and previously spent two years at Questar Asset Management, Inc. In addition to his advisory role, he operates an affiliated insurance agency, Estate Preservation Agency Inc. Estate Performance Advisors L.L.C. provides discretionary investment management primarily through SEI Investments’ model portfolios and mutual fund solutions, serving clients with over $30 million in assets under management. The firm also offers financial planning and consulting services and collaborates with other advisers via SEI’s platform.

Patricia Walton is a CFP® professional with 17 years at Rachor Investment Advisory Services, LLC and a total of 10 years of industry experience. She has worked exclusively at Rachor since 2009. Rachor Investment Advisory Services provides personalized discretionary and non-discretionary investment advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and businesses. The firm employs an evidence-based Diversified Strategy primarily using ETFs and mutual funds, alongside a Concentrated Strategy involving third-party private money managers, and also offers financial planning services including lifetime cash-flow projections at no additional charge.

Bethany Yerk is a financial advisor at Rachor Investment Advisory Services, LLC and holds the ChFC® designation. She has 1 year of industry experience and has been with Rachor Investment Advisory Services since 2016. Rachor Investment Advisory Services provides personalized discretionary and non-discretionary investment advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and businesses. The firm employs both a Diversified Strategy, focused on ETFs and mutual funds, and a Concentrated Strategy using third-party private money managers, offering financial planning services including lifetime cash-flow projections at no additional charge.

Mark Young is a financial advisor with Forever Young Integrated Wealth, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Pinnacle Wealth Management, PURSHE KAPLAN STERLING INVESTMENTS, and Questar Asset Management. Outside of advisory work, he operates a cryptocurrency mining business and provides technology support through an affiliated tax advisory firm. Forever Young Integrated Wealth offers discretionary asset management and account services using model portfolios and managed-account platforms. The firm serves individuals, high-net-worth investors, and business entities, employing portfolio construction methods such as modern portfolio theory and quantitative analysis while utilizing third-party sub-advisors and institutional SEI model programs.

Alec Copeland is a financial advisor at Strickler Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at JP Morgan Chase and Xanterra Travel Collection. Outside of financial advising, he is involved in landscaping and cleaning services through Flaunt Salon. Strickler Investment Services provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs an active, asset-allocation-focused approach using diversified holdings and third-party model managers, and offers additional services including financial planning, estate planning coordination, and tax preparation through affiliated entities.

Jacob Kasperski is a financial advisor at A Smarter Way to Invest with three years of industry experience. He holds a Series 65 designation and also serves as Portfolio Manager at Entry Point Advisor Network, a service provider supporting insurance agents and investment advisors. His prior experience includes roles in education and small business ownership. A Smarter Way to Invest provides third-party investment advisory services to registered investment adviser firms, offering systematically managed strategies that combine fundamental and technical analysis. The firm focuses on institutional and RIA clients, delivering proprietary models and customized solutions rather than serving individual retail investors.

Michael Reiterman is a CFP®-certified financial advisor at Kaydan Wealth Management, Inc. in Fenton, MI, with one year of industry experience. Prior to joining Kaydan, he worked at LPL Financial LLC for three years and has held various roles at Michigan State University. Kaydan Wealth Management serves individual and high-net-worth clients with personalized wealth management and discretionary investment management, combining comprehensive financial planning with portfolio oversight. The firm’s investment approach is grounded in fundamental analysis and emphasizes collaboration with clients’ other advisers.

Luka Zachary is a financial advisor at Strickler Investment Services, LLC in Brighton, MI, holding a Series 65 designation with one year of industry experience. Prior to joining Strickler Investment Services, he was a student for nine years and was unemployed for one year. Strickler Investment Services provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm emphasizes an active, asset-allocation-focused approach with diversified holdings and employs third-party model managers alongside custodial and execution platform services.

Benjamin Luppino is an advisor at Caitlin John, LLC with Series 63 and Series 65 credentials and no prior industry experience. He has a 25-year background at Denso International America and currently serves as Chief Strategy Officer at Bharat Forge America, a company focused on design and engineering for automotive and heavy truck markets. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and institutions, providing investment management, financial planning, and consulting services. The firm offers personalized investment programs that combine active and passive management across a broad range of instruments and operates both wrap and non-wrap account arrangements.

James Kruzan is a CFP® with 43 years of industry experience, currently serving at Kaydan Wealth Management, Inc. He has worked with Raymond James Financial Services Advisors since 2009 and has been involved with Kaydan Wealth Management since 2005. Kruzan is also the owner of Asset & Risk Management, Inc., a support company based in Fenton, MI. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm’s investment approach emphasizes fundamental analysis and individualized portfolio construction, offering both modeled and customized strategies implemented on a discretionary basis.

Nathan Meyer is a CFP® with six years of industry experience, currently affiliated with Caitlin John, LLC. He has worked at several firms including Guardian Pointe Private Wealth Management and A Smarter Way To Invest, Inc. Meyer is also the Director of Compliance and Operations at Entry Point Advisor Network, a service provider for insurance agents and investment advisors. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions, offering investment management, financial planning, consulting, and qualified retirement plan services. The firm delivers personalized investment programs through a team of registered investment adviser representatives, utilizing a mix of active and passive management, third-party portfolio managers, and a broad range of financial instruments.

Mathew Britt is a financial advisor at Kaydan Wealth Management, Inc. with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Raymond James Financial Services and Asset & Risk Management. From 2017 to 2019, he was involved with Hikestyle LLC. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm’s investment approach emphasizes fundamental analysis and individualized portfolio construction, offering both modeled and customized strategies implemented on a discretionary basis.