Anthony Mitchell is a Series 65-licensed advisor at Marketocracy Masters Capital Management LLC with four years of industry experience. He has worked at Marketocracy since 2021 and previously held roles at Brown-Forman and Infinium Spirits. Outside of advisory work, he serves as president of Hall of Fame Corp, a technology, finance, and consulting firm, and also leads JGJ Marketing. Marketocracy Masters Capital Management is an internet-based registered investment adviser that uses algorithm-driven portfolio management for individual clients. The firm offers discretionary management of model portfolios through an interactive website and focuses on serving individual investors with low minimums.

Jonathan Thomason is a financial advisor at Agile Wealth Partners with 12 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade Investment Management and Scottrade. Agile Wealth Partners serves individuals, families, closely held businesses, and pension or profit-sharing plans, managing approximately $26 million in client assets. The firm offers comprehensive financial planning, discretionary investment management, and business consulting, using a tactical asset allocation approach combined with fundamental and technical analysis.

Ian Porzondek is a financial advisor at Affinity Wealth Management, LLC in Plymouth, MI, holding a Series 65 designation. He has experience at Saint Clair Systems and Suburban Ford of Sterling Heights prior to joining Affinity Wealth Management in 2025. Porzondek is also a licensed insurance agent engaged in insurance sales through The Affinity Group of Companies. Affinity Wealth Management provides portfolio management and creates Investment Policy Statements tailored to clients’ goals, time horizons, and risk tolerance. The firm serves individuals and high-net-worth clients, employing a long-term trading approach that integrates charting, fundamental and technical analysis, and modern portfolio theory across a broad investable universe.

Michael Windle II is a financial advisor with Custom Wealth Management, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has held leadership roles in several affiliated firms, including Custom Wealth Solutions, Custom Tax Solutions, and Custom Insurance Solutions. Outside of his financial services work, he is involved with Dark Side of Bricks, a business focused on selling LEGO products. Custom Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, families, and trusts with discretionary investment management, financial planning, and consulting services. The firm uses an active, asset-allocation approach that incorporates fundamental, quantitative, and technical analysis, and it specializes in bank-issued structured notes with downside protection features.

Paige Millikin is a CFP® and holds a Series 65 license with three years of industry experience. She currently works at Sage Wealth Planning, where she has been employed since 2022. Her prior experience includes roles at Advanced Wealth Strategies and Custom Accounting, as well as multiple positions at Central Michigan University. Sage Wealth Planning provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a primarily passive investment approach with diversified portfolios and offers services under ERISA fiduciary standards.

Mark Kidd is a financial advisor at Kidd Financial Planning, LLC with one year of industry experience. He holds the PFS™ designation and has prior experience at Norton & Kidd CPAs PC and Kindlinger & Company PC. In addition to his advisory role, he is a shareholder in a CPA and tax/accounting firm. Kidd Financial Planning, LLC provides investment management, financial planning, and retirement-plan advisory services to individual investors, trusts, charitable organizations, small businesses, and participant-directed retirement plans. The firm’s investment approach focuses on passive, asset-class diversification and long-term buy-and-hold strategies, using mutual funds, ETFs, and third-party managers.

William Mack is a Certified Financial Planner® with 16 years of industry experience. He has worked at a mutual fund management company and has been associated with CND Financial since 2008, as well as operating William Mack & Associates, Inc. since 1992. CND Financial is a fee-only registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages individualized portfolios primarily through diversified allocations to no-load mutual funds and ETFs, employing both fundamental and technical analysis with a focus on longer-term holdings.

Brittany Ringo is a Certified Financial Planner (CFP®) with 11 years of industry experience. She has worked at Autumn Financial Advisors, LLC since 2017 and previously was with Buttonwood Financial Advisors and Ringo & Associates, P.C. Certified Public Accountants. Autumn Financial Advisors is a two-advisor state-registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm employs a blend of passive and active strategies informed by quantitative, cyclical, and technical analysis, tailoring portfolios to client objectives and risk tolerances.

Peter Mendler is a financial advisor at Raider Dennis Agency with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Avenue Securities, AE Wealth Management, Global Financial Private Capital, and GF Investment Services. Mendler is a vice president and 50% owner of Raider Dennis Agency, where he is involved in sales and management. Raider Dennis Agency provides investment advisory services to individual and high-net-worth clients, focusing on asset management through model portfolios on a sponsored wrap-fee platform. The firm uses cyclical analysis and third-party model managers via AE Wealth’s platform, primarily managing accounts on a non-discretionary basis while maintaining active insurance brokerage and broker-dealer affiliations.

Michael Bytnar is a financial advisor at Affinity Wealth Management, LLC with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Affinity Wealth Management in 2025, he worked at TFG Financial Advisors, LLC and Berthel Fisher & Company Financial Services, Inc. He is also a co-founder of Affinity Asset Management and The Affinity Group of Companies, where he has held leadership roles since 2010. Affinity Wealth Management, LLC provides portfolio management services primarily to individuals and high-net-worth clients. The firm employs a long-term trading approach that integrates charting, fundamental and technical analysis, and modern portfolio theory, offering a broad investable universe that includes mutual funds, ETFs, fixed income, real estate funds, annuities, commodities, private placements, and venture capital.

Scott Wolter is the President, CCO, and CEO of The Wolter Group, Inc., with 35 years of experience in the financial services industry. He holds Series 63 and Series 65 licenses and has worked at Stonex Securities Inc. and Advanced Financial Planning d/b/a The Cadez Group, LTD. Outside of his advisory roles, he is an instructor at Suburban Hockey Schools, where he teaches hockey skills. The Wolter Group, Inc. provides customized wealth management and financial planning services to individual and high-net-worth clients, managing approximately $50.8 million in discretionary assets. The firm combines discretionary portfolio management with comprehensive planning tailored to client-specific circumstances, employing both fundamental and technical analysis with strategic and tactical asset allocation.

Taylor Eagle is a financial advisor at Agile Wealth Partners with three years of industry experience. He holds a Series 65 designation and previously worked at Mitovation, Inc. and Innovative Biotherapies. Agile Wealth Partners serves individuals, families, closely held businesses, and pension or profit-sharing plans, managing approximately $26 million in client assets. The firm uses proprietary model allocations and a tactical asset allocation approach, integrating financial planning with discretionary investment management and business consulting services.

Kripy Lubana is a financial advisor at Kava Financial LLC with a Series 65 credential and one year of industry experience. Prior to joining Kava Financial, Lubana spent ten years in an unspecified role outside the advisory industry. Kava Financial LLC provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm emphasizes a documented investment approach that incorporates multiple analysis techniques and offers periodic educational seminars and workshops.

Stuart Raider is a ChFC® credentialed financial advisor with 40 years of experience, currently serving at Raider Dennis Agency in Farmington, MI. He has held positions at Madison Avenue Securities, AE Wealth Management, and Global Financial Private Capital. Raider is also president of the Michigan Jewish Sports Foundation, a philanthropic organization. Raider Dennis Agency provides investment advisory services to individual and high-net-worth clients, managing portfolios primarily on a non-discretionary basis using model portfolios through AE Wealth’s platform. The firm combines investment advisory with active insurance brokerage and life-settlement facilitation.

Dale Embry is a financial advisor at MeadowBrook Investment Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has been with the firm since 1999. MeadowBrook Investment Advisors is an employee-owned firm that provides discretionary portfolio management services to individuals, trusts, foundations, and charitable organizations. The firm employs a research-driven approach focused on fundamental analysis, valuation, diversification, and portfolio risk control, tailoring strategies to each client’s risk profile and tax situation.

Jeremiah Whiddon is a CFP® and registered investment advisor with OnTrack Wealth Management, based in Canton, MI. He has six years of experience at OnTrack Wealth Management and previously worked for six years at Atlas Oil Company. OnTrack Wealth Management serves individuals, high-net-worth clients, and charitable organizations, providing financial planning, investment management, retirement plan consulting, and basic personal tax return preparation. The firm combines fundamental and technical analysis with Modern Portfolio Theory to construct portfolios, emphasizing comprehensive planning paired with ongoing portfolio management.

Gaetano Cappelletti is a CFA® charterholder with 15 years of industry experience, currently serving as the sole advisor at Affinity Financial Advisory in Allen Park, MI. He has been with Affinity Financial Advisory since 2005. Affinity Financial Advisory primarily serves individual investors, including high-net-worth clients, as well as businesses and charities, offering discretionary portfolio management alongside comprehensive financial advisory services such as cash-flow planning, tax and estate considerations, and retirement planning. The firm employs a technical analysis-driven investment approach and provides a range of service options tailored to client needs.

Erica Hall is a financial advisor with Erica Hall Wealth Advisors, LLC, located in Southfield, MI. She holds a Series 66 designation and has 15 years of industry experience, having led her own firm since 2010. Erica Hall Wealth Advisors provides financial planning and investment management services to individuals, families, professionals, business owners, trusts, estates, and charitable organizations. The firm uses an active management approach under a fiduciary standard, supported by educational seminars and workshops on topics such as retirement planning and financial basics.

Sarah Kleinstiver is a financial advisor at Fairlane Investment Advisors Inc. with 10 years of industry experience. She holds a Series 65 designation and has been with Fairlane since 2007. Fairlane Investment Advisors serves individual and high-net-worth clients with discretionary portfolio management and ongoing consultation. The firm manages employer-sponsored retirement accounts at the participant level and offers written financial planning and limited planning support for asset-management clients. Their investment approach includes model asset-allocation programs tailored to client risk profiles, a Dynamic Tactical Asset Allocation strategy, and a Strategic Equity strategy focused on dividend-paying stocks.

Ronald Doyle is a CFA® charterholder based in Livonia, MI, with eight years of industry experience. He has been with MeadowBrook Investment Advisors LLC since 1999. Outside of his advisory role, he is involved in managing a ski-in/ski-out rental condo in Park City, Utah. MeadowBrook Investment Advisors is an employee-owned firm that provides discretionary portfolio management to individuals, trusts, foundations, and charitable organizations, employing a research-driven approach focused on fundamental analysis, valuation, diversification, and portfolio risk control.