Paul Cerro is a financial advisor at Cedar Grove Capital Management with one year of industry experience. He holds Series 65 and Series 63 licenses and also works as a Financial Analyst for Seed Health, a small consumer goods company. His prior experience includes roles at Bank of America/Merrill Lynch and various health and technology companies. Cedar Grove Capital Management provides discretionary portfolio management to individual and high-net-worth clients, focusing on a range of asset classes including U.S. equities, fixed income, ETFs, commodities, and international securities. The firm’s investment approach is based on fundamental analysis and offers performance-based fee arrangements to qualified clients.

David Kubicek is a CFP® with 15 years of industry experience, currently serving as the sole advisor at the Institute of Trade Management in Farmington Hills, MI. He has been with Shoku Group, L.L.C. d.b.a. Institute of Trade Management since 1997. The Institute of Trade Management provides financial consulting and investment advice to individuals, corporate pension and profit-sharing plans, charitable and nonprofit institutions, and corporations. The firm offers customized advice based on fundamental analysis with some technical analysis for timing and also provides litigation support, treasury and cash-management consulting, and broader management consulting 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.

David Sutts is a financial advisor at R.J. Sutts & Company with 29 years of experience in the industry. He holds a Series 65 designation and has been with the firm since its founding in 1997. R.J. Sutts & Company provides investment advisory services to individuals, families, and trusts, focusing on risk assessment, investment strategy, portfolio management, and withdrawal planning. The firm manages approximately $9.7 million on a discretionary basis for about 40 clients, utilizing technical, fundamental, and macroeconomic analysis to construct diversified portfolios primarily composed of no-load mutual funds and ETFs.

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.

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.

Devin Bone is a financial advisor at Forsythia Financial with two years of industry experience. He holds a Series 65 designation and has a background as a partner at the law firm Paesano Akkashian, PC, where he specializes in commercial litigation and securities law matters. Bone balances his advisory role with legal practice, overseeing litigation and transactional work as well as supervising other attorneys. Forsythia Financial provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm combines macroeconomic asset-allocation strategies with detailed company research across various investment types, leveraging Bone’s legal expertise in securities and estate planning as a distinctive aspect of its approach.

William Shelmon is a financial advisor at Paycheck to Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Toyota Motor of North America since 1990 as a product design engineer and executive project manager focused on investigating new technologies. Paycheck to Wealth provides fee-based investment advice and financial planning primarily to individual clients, offering subscription-based services, seminars, and employee-education workshops. The firm emphasizes passive, asset-class investing using low-cost index funds and model portfolios, incorporating statistical analysis and semi-annual portfolio monitoring.

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.

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.

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, with two years of industry experience. He holds a Series 65 credential and previously worked at Blue Chip Partners, LLC. Salehi served at the University of Michigan from 2021 to 2025. Salehi Wealth Management serves individual and high-net-worth clients, managing approximately $15.3 million across about 51 client relationships. The firm combines fundamental and technical analysis within a Modern Portfolio Theory framework, blending passive and active strategies, and may manage alternative investments and held-away accounts. It offers discretionary investment management and integrated financial planning on a fee-only basis.

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.

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.

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.