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.

David Zoellner Sr. is a financial advisor at Z Advisory Innovations with 35 years of industry experience. He previously worked at Newbridge Securities Corp. for nine years before joining his current firm. He holds Series 63 and Series 65 licenses. Z Advisory Innovations provides portfolio management and tailored investment services to individuals, high-net-worth clients, and business entities. The firm employs a primarily non-discretionary management approach, using tactical asset allocation and fundamental analysis across a diverse range of investment products, including mutual funds, ETFs, and alternative investments.

Mark Herhold is a financial advisor at Security First Financial in Swartz Creek, MI, holding a Series 65 designation with 16 years of industry experience. He has been with Security First Financial since 1999. Security First Financial provides personalized investment management to individuals, families, businesses, and nonprofit organizations, managing approximately $299 million in assets for about 640 family units as of January 2026. The firm operates as a fee-only adviser with a focus on no-load mutual funds, ETFs, and certificates of deposit, employing various analysis methods and managing accounts on a discretionary basis.

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.

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.

James Barrett is a financial advisor with Acorn Wealth Advisors, LLC in Grand Blanc, MI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Acorn Wealth Advisors since 2014 and previously worked at Purshe Kaplan Sterling Investments from 2014 to 2018. He holds a long-term care insurance license. Acorn Wealth Advisors provides investment advisory and financial planning services to private clients and institutional entities, tailoring portfolios to clients’ objectives, tax considerations, and risk tolerances. The firm employs a variety of investment strategies and platforms, including discretionary and non-discretionary management, third-party managers, and automated ETF portfolios through Betterment.

James Kruzan is a Certified Financial Planner (CFP®) with 43 years of experience in the financial services industry. He is currently with Kaydan Wealth Management, Inc. and has previously worked for Raymond James Financial and Raymond James Financial Services. 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, offering personalized wealth management and discretionary investment management services. The firm integrates comprehensive financial planning with portfolio oversight, emphasizing fundamental analysis and coordinated client service.

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.

Todd Tarantino is a CFP® professional with 20 years of industry experience. He has worked with Acorn Wealth Advisors, LLC since 2014 and previously spent eight years at Ameriprise. In addition to his advisory role, he holds insurance licenses for life, disability, annuities, and long-term care through Ash Brokerage. Acorn Wealth Advisors serves individuals as well as institutional and tax-exempt clients, offering investment advisory and financial planning services. The firm combines in-house portfolio construction and quantitative analysis with third-party platforms and managers, tailoring investment recommendations to client goals and risk tolerance.

Jennifer Slater is a CFP® professional with 15 years of experience in financial advising. She has worked at Kaydan Wealth Management, Inc. since 2018 and previously held roles at Raymond James Financial Services Advisors and Shard Financial. She is also a licensed insurance agent. 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 uses fundamental analysis and individualized portfolio construction with both modeled and customized strategies implemented on a discretionary basis.

Chase Poulson is a financial advisor at Kaydan Wealth Management, Inc. with a Series 65 credential and two years of industry experience. Prior to joining Kaydan Wealth Management in 2024, he worked at Northwestern Mutual and has experience in education from Northwood University and Fenton High School. 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.

Noah Morgan is a CFP® professional with 19 years of industry experience, currently serving at Acorn Wealth Advisors, LLC. His background includes roles at Purshe Kaplan Sterling Investments, Ameriprise, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of advisory work, he owns Ark Tax Service, a tax preparation and bookkeeping business where he is also an enrolled agent. Acorn Wealth Advisors provides investment advisory and financial planning services to individuals and various institutional and tax-exempt clients. The firm uses a combination of in-house portfolio construction and third-party platforms, offering discretionary and non-discretionary asset management tailored to client goals and risk profiles.

Jared Ryan is a CFP® professional with one year of experience at Kaydan Wealth Management, Inc. Prior to joining Kaydan, he worked at Michigan State University and Fenton High School. 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.

Benjamin Oliver is a CFP® with 10 years of industry experience, currently serving as an advisor at Acorn Wealth Advisors, LLC since 2025. He previously worked at AE Financial Services, LLC and Oliver Lagore Vanvalin Investment Group, Inc., as well as Sigma Financial Corporation. Outside of his financial advisory role, Oliver is involved in farming activities as a partner at St. Anastasia Farms. Acorn Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm customizes portfolios based on client objectives and employs a range of strategies, including mutual funds, ETFs, individual equities, fixed income, and options strategies, while also offering third-party program access and multiple account platforms to accommodate diverse client needs.

Christopher Russell is a financial advisor at Acorn Wealth Advisors, LLC with 23 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Acorn Wealth Advisors in 2014, he worked at Purshe Kaplan Sterling Investments from 2016 to 2018. Outside of his advisory role, Russell sells medical insurance products through Blue Cross of Michigan and Blue Care Network of Michigan. Acorn Wealth Advisors provides investment advisory and financial planning services to private clients and institutional entities, tailoring portfolios to client objectives using a range of investment strategies and third-party platforms. The firm offers both discretionary and non-discretionary asset management and employs multiple account platforms to address diverse client needs.

Robert Puz is a financial advisor with Mainstay Capital Management, LLC, holding Series 63, 65, and 66 licenses and possessing 24 years of industry experience. His prior roles include positions at Team One Credit Union, LPL Financial, SPC, and Sigma Financial Corporation. Mainstay Capital Management provides comprehensive wealth management and retirement-plan services to individual investors, trusts, corporate accounts, and workplace-savings participants. The firm uses a tactical asset-allocation approach and discretionary portfolio management, emphasizing workplace savings plan management tailored to specific employer plan options.

Thomas Whited is a CFP® professional affiliated with Mainstay Capital Management, LLC, with 17 years of industry experience. His career includes roles at Mercer Global Advisors, Great Lakes Wealth, Scottrade, TD Ameritrade, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. Mainstay Capital Management provides comprehensive wealth management and retirement-plan services for individual investors, trust and corporate accounts, and workplace-savings participants. The firm employs a tactical asset-allocation approach across various investment vehicles and emphasizes workplace savings plan management for specific employer plan populations.

Jeremiah Ludington is a financial advisor at Mainstay Capital Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at Mainstay since 2019, following four years at Zhang Financial LLC. Mainstay Capital Management is an independent, fee-only registered investment adviser managing approximately $4.52 billion in client assets. The firm serves individuals, retirees, and workplace retirement plan participants, offering tactical asset allocation and comprehensive wealth management including dedicated 401(k) portfolio management and financial planning through its Mainstay Compass program.

Paul Austin is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Mainstay Capital Management, LLC. He has prior experience at firms including Insight Wealth Strategies and Farther Finance Advisors. Outside of his advisory role, Austin tutors students preparing for the CFP exam through Breakthrough Exam Prep. Mainstay Capital Management provides wealth management and retirement-plan services for individual investors, trusts, corporations, and workplace savings participants. The firm employs discretionary portfolio management with a tactical asset-allocation strategy and emphasizes tailored 401(k) portfolio services for employer plan populations.