Paul Cerro is a financial advisor at Cedar Grove Capital Management with one year of industry experience. He holds the Series 65 and Series 63 licenses. In addition to his advisory role, he serves as a financial analyst for Seed Health, a consumer goods company. Cedar Grove Capital Management is an independent registered investment adviser that provides discretionary portfolio management to individual and high-net-worth clients. The firm focuses primarily on U.S. equities and employs fundamental analysis and regular portfolio monitoring, using both long- and short-term strategies along with options, margin, and short sales.

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.

Robert Solway is the sole advisor at Nylrem Asset Management, LLC, an independent firm based in Huntington Woods, MI. He holds a Series 65 designation and has 10 years of industry experience, all with Nylrem since 2016. Nylrem Asset Management provides investment advice, portfolio management, and financial planning to private and high-net-worth individuals. The firm operates on an hourly, consultative basis without discretionary trading authority, focusing on long-term, diversified asset allocation with attention to tax implications and after-tax performance.

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.

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.

Michael Shanku is the sole advisor at MJS Capital Inc. in Chesterfield, MI, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been leading MJS Capital, Inc. since 2010. MJS Capital, Inc. manages approximately $2.9 million in assets for 11 individual clients, focusing on discretionary portfolio management with ongoing account reviews. The firm emphasizes a managed relationship approach, utilizing various investment strategies and risk assessments.

Kevin Delaere is a CFP® and PFS™ credentialed financial advisor with 24 years of industry experience. He is the principal of GK Private Wealth Partners LLC, an independent advisory firm he has been with since 2023. Prior to this, he spent 20 years at Linsco/Private Ledger Corp. He is also 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 independent firm managing approximately $17 million for around 44 clients. The firm offers discretionary investment management, comprehensive financial planning, and retirement plan consulting for individuals and employer-sponsored plans, often coordinating with outside professionals as needed.

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.

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.

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.

Jonathan Phelan is a CFP® and CFA® with 15 years of experience in financial advising. He has been with Waterford Financial Management, LLC, an independent firm based in New Baltimore, MI, since 2007. Outside of financial advising, he serves as a director of Thompson-Phelan Group, Inc., a general contracting business. Waterford Financial Management provides fiduciary investment management and financial planning primarily for private individuals with tax-qualified and fully taxable accounts. The firm also offers employer consulting, including defined-contribution plan services, and uses a structured investment approach combining modern portfolio theory with intrinsic stock valuation.