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.

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. He holds a Series 65 designation and has two years of industry experience, including prior roles at Blue Chip Partners, LLC. Salehi is a recent University of Michigan graduate. Salehi Wealth Management provides fee-only investment management and financial planning to individuals and high-net-worth clients, combining passive and active funds with individual securities. The firm incorporates alternative investments and applies multiple analytical approaches while offering portfolio supervision and written financial plans as part of its service.

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.

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.

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.

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.

David Peters is the principal of Alliance Advisors Wealth Management LLC in Novi, MI, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Regulus Advisors, Regal Investment Advisors, Royal Alliance, Concorde Investment Services, and Capital Asset Advisory Services. In addition to his advisory role, he is the owner and a licensed insurance agent for Alliance Advisors Financial Services LLC, dedicating time to insurance products. Alliance Advisors Wealth Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combination of fundamental and technical analysis with long- and short-term strategies, integrating risk management through diversified allocations and regular account reviews.

Antonio Stokes is the principal of Antonio Stokes Advisors and holds a Series 66 designation with 14 years of industry experience. His work history includes roles at Avantax Wealth Management and Goldstar Mortgage Financial. Outside of financial advising, he is the owner of Michigan Golf Tour Inc. and teaches golf at Southfield Christian School. Antonio Stokes Advisors provides asset management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor investment programs, with a focus on both discretionary and non-discretionary portfolio management and pension/ERISA plan services.

Brian Middaugh is a financial advisor at Sea Suite Financial LLC in Redford, MI, holding Series 65 and Series 66 licenses with three years of industry experience. Prior to founding Sea Suite Financial in 2025, he was involved with BoxIncluded L.L.C., an art business specializing in creating art with lasers and wood. He has also worked in community health and county government roles. Sea Suite Financial provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and nonprofit organizations. The firm employs a short-term focused investment approach using low-cost mutual funds, ETFs, individual stocks, bonds, and CDs, and uniquely serves institutional clients including businesses and nonprofits.

Jeffrey Guy is a CFP® with 23 years of experience in financial advising. He is the principal of Verdura Wealth Management, LLC, an independent firm he founded in 2023, and has held roles at Veritas Capital Advisors and Kovack Advisors. He also maintains an insurance practice focused on fixed insurance sales. Verdura Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors with discretionary asset management, financial planning, and pension consulting. The firm customizes portfolios based on client objectives and employs multiple analysis techniques, offering specialized ERISA plan services as a limited-scope 3(21) fiduciary.

Raja Elachkar is the sole advisor at RK Asset Management, an independent firm based in Grosse Point, MI. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Elachkar has been with RK Asset Management since 1996. RK Asset Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as state and municipal entities. The firm also serves as a sub-adviser to larger broker-dealers and manages concentrated equity portfolios using a bottom-up, fundamental analysis approach focused on long-term capital appreciation.

Shawn Mueller is a financial advisor at Mueller Asset Management with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Wells Fargo Advisors, and AE Wealth Management. In addition to his advisory role, he is involved in insurance and annuity sales through Mueller Retirement Planning. Mueller Asset Management provides portfolio management and prepares individualized Investment Policy Statements for individuals and high-net-worth clients across a broad range of securities. The firm uses a combination of analytical approaches and implements long-term trading alongside options strategies, typically seeking discretionary trading authority and conducting regular client reviews.

Brian Teets is a financial advisor at Legacy Investment Advisors LLC with a Series 65 credential and two years of industry experience. He has worked at Legacy Investment Advisors since 2023 and has been associated with Safe Haven Wealth Management since 2013. Prior to his financial advisory roles, he worked with Dearborn Schools for 27 years. Legacy Investment Advisors LLC provides ongoing portfolio management to individual and high-net-worth clients, offering both discretionary and non-discretionary services. The firm uses multiple methods of analysis, including charting, fundamental, quantitative, and technical approaches, and employs both long-term and short-term trading strategies.

Nicholas Daniel is a CFP® with 34 years of experience in the financial industry. He is affiliated with Daniel Investment Group Inc., where he has worked since 1997, and previously held positions at Commonwealth Equity Services, Inc. and Commonwealth Financial Network. Daniel Investment Group provides discretionary asset management and financial planning to individuals, qualified retirement plans, charitable organizations, and other advisory clients. The firm manages approximately $210 million in assets with a small team of three advisors and emphasizes a fee-oriented, fiduciary approach that incorporates cost sensitivity, individualized planning, and customizable model portfolios.

Erin Shelton is a Series 65–licensed financial advisor with Key Concerns Inc in Wyandotte, MI, where she has worked since 2008. She has 15 years of industry experience. Outside of her advisory role, she is involved in the rare coin business through Farmington Valley Rare Coins and facilitates estate planning data gathering for Doyle Law PC. Key Concerns Inc serves individual clients and small business retirement plans by selecting and monitoring third-party money managers and providing financial planning and consulting. The firm matches clients to unaffiliated advisers based on personalized investment policies and performs ongoing due diligence without providing discretionary portfolio management itself.

John Somerville is a CFP® with four years of experience at Somerville Associates and ten years at Creative Edge Partners, LLC, a marketing and advertising agency where he serves as president and owner. His responsibilities at Creative Edge Partners include client management, graphic design, website development, video production, digital advertising, and strategic marketing planning. Somerville Associates serves individual and high-net-worth clients, trusts, estates, charitable institutions, and business entities with investment supervisory services and comprehensive financial planning. The firm employs fundamental analysis to identify investments with moderate valuations for potential appreciation and provides ongoing portfolio monitoring and formal semi-annual reviews.

Steven Sicklesteel is a CFP® professional with 15 years of experience, currently serving at DWP in Grosse Pointe Farms, MI. He has worked at Deseranno Corp since 2007. DWP provides personalized financial planning and investment management to individual clients, including high-net-worth individuals, as well as institutional entities such as pension plans, trusts, and charitable organizations. The firm employs a tailored investment approach combining fundamental and cyclical analysis, offering both discretionary and non-discretionary management across a broad range of investment types.