Derek Elleman is a financial advisor at Ridge Investment Advisors in Brighton, MI, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Redhawk Wealth Advisors Inc., Bondurant Investment Management, and KW Andersen Investment Group. He is also the managing member of Elleman Investment Management, LLC. Ridge Investment Advisors offers discretionary, actively managed equity and fixed-income portfolios for individuals, trusts, and corporations, tailoring allocations based on client goals, time horizon, and risk tolerance. The firm uses a fundamentally driven, bottom-up investment process focusing on U.S. large-cap, high-quality equities and investment-grade fixed income, serving a mix of corporate and individual clients.

Brenda Oldham is a financial advisor at RAM Legacy Wealth Management with 23 years of industry experience. She holds Series 63 and Series 65 designations and has held roles at Calton & Associates, Inc. and IAMS Wealth Management, LLC. Outside of her advisory work, she is the president of Michigan Women in Insurance and Financial Services and is an author of a financial literacy novel. RAM Legacy Wealth Management is a state-registered investment adviser serving individuals, trusts, estates, high-net-worth clients, and retirement plans. The firm provides discretionary portfolio management, ERISA plan consulting, and tailored financial planning with a focus on limited-scope fiduciary services and a variety of fee arrangements.

Christopher Berry is a Series 65-licensed financial advisor with eight years of industry experience. He is the sole advisor at Castle Wealth Group Investments LLC, an independent firm based in Brighton, MI. Berry also practices law through an affiliated legal firm, Castle Wealth Group Legal, which he has operated since 2005. Castle Wealth Group Investments LLC manages approximately $62.1 million for around 96 individual and high-net-worth clients, offering discretionary asset management, financial planning, and consulting services. The firm uses a variety of analytical methods to construct and monitor portfolios and operates with a single advisory professional across six offices.

Michael Bink is a financial advisor at Equivest Financial Advisors LLC with 11 years of industry experience. He holds a Series 65 designation and also works as a senior business analyst at Cooper Standard Automotive, a tier 1 automotive supplier, where he evaluates and implements software solutions. Equivest Financial Advisors LLC provides personalized financial planning and discretionary portfolio management for individuals, high-net-worth clients, trusts, estates, and small businesses. The firm uses a goals-based, core-and-satellite investment approach emphasizing globally diversified, low-cost ETFs and selected stocks, managing client accounts on a discretionary basis through a limited set of model portfolios.

David Patterson is a CFP® professional with 16 years of industry experience and has been with Patterson Advisors, LLC since 2005. Based in Waterford, MI, he is part of a two-advisor firm focused on comprehensive financial planning and investment analysis. Patterson Advisors serves individual investors, including high-net-worth clients and family trust beneficiaries, offering tailored services such as goal-based planning, investment recommendations, and ongoing financial support. The firm employs a disciplined, asset-allocation approach using diversified portfolios and maintains a fee-for-service model without discretionary trading authority.

Corey Wangler is a Series 65 licensed advisor with eight years of industry experience. He is currently with Paragon Investing, LLC, where he has worked since 2021. His prior experience includes roles at Sunpointe, LLC and Mercer Investment Consulting, LLC. Wangler also serves as a committee member on the investment committee of Sunpointe LLC. Paragon Investing provides investment advisory and financial planning services to individuals, high net worth clients, businesses, and other investment advisers. The firm offers tailored investment approaches including discretionary and non-discretionary managed accounts, utilizing asset allocation, fundamental and technical analysis, and a variety of investment vehicles.

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.

Phillip Putney is a financial advisor with AFS Wealth Management, LLC, holding the PFS™ designation and Series 63 license, with 16 years of industry experience. He previously worked at Brookstone Capital Management LLC for two years before joining AFS Wealth Management in 2017. Outside of his advisory role, he owns and operates several non-investment businesses, including a certified public accounting firm and tax planning services. AFS Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and small businesses, providing discretionary portfolio management and financial planning. The firm integrates investment advisory services with affiliated tax and insurance businesses, constructing individualized portfolios using a combination of asset allocation and various analytical approaches.

Stacy Starr is a CFP® and holds a Series 65 license with three years of industry experience. She has worked at Old Oak Financial Planning, Inc. since 2022 and previously spent eight years at Quicken Loans. Old Oak Financial Planning, Inc. serves individual and high-net-worth clients with comprehensive financial planning and ongoing investment management. The firm employs a holistic, asset-allocation driven approach using fundamental and technical analysis, offering both discretionary and non-discretionary engagements with no account minimums.

Vikas Arora is a financial advisor at Kava Financial LLC with a Series 65 designation and one year of experience in advisory services. Prior to his current role, he has worked at General Motors since 2016. Kava Financial LLC provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, emphasizing documented client goals and a diversified investment process that incorporates multiple analysis methods and both long- and short-term strategies. The firm offers educational seminars and requires clients to use Fidelity Brokerage Services LLC as custodian.

Haryanto Sastro is a financial advisor with Safe Future Wealth Partners LLC in Novi, MI, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. He has been with Safe Future Wealth Partners since 2021 and previously worked at Aegis Wealth Management, Inc. and Aegis Financial, where he serves as Regional Vice President. Safe Future Wealth Partners provides ongoing portfolio management and financial planning for individual clients, often referring to unaffiliated third-party advisers for discretionary management. The firm uses model allocations and third-party portfolios for implementation and offers both discretionary and non-discretionary arrangements while also providing insurance products through an affiliated agency separately from advisory services.

Adam Hirzel is a CFP® professional with seven years of industry experience, currently serving as an advisor at Stratus Advisory Group, Inc. since 2013. He has been associated with related entities including Stratus Financial Services Corporation and Stratus Financial Corporation since 2009. Stratus Advisory Group provides tailored financial planning, consulting, and portfolio management services to individual clients—including both high-net-worth and non-high-net-worth households—as well as small to mid-size businesses. The firm employs a fundamental investment approach supplemented by cyclical and technical analysis, and offers both discretionary and non-discretionary account management.

Dewey Steffen is a financial advisor at Great Lakes Wealth, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments since 2016. Steffen serves on the Board of Trustees for William Beaumont Hospital. Great Lakes Wealth, LLC provides asset management, comprehensive wealth management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, trusts, and employer plan sponsors. The firm uses a tiered service model and employs fundamental, technical, and cyclical analysis to build tailored portfolios that include a variety of investment strategies and asset classes.

James Burns is a CFP® with 12 years of industry experience, currently serving at Ontrack Wealth Management since 2020. His prior experience includes roles at Bank of America, Merrill, and Vintage Financial Services. OnTrack Wealth Management offers financial planning, investment management, retirement plan consulting, and basic personal tax return preparation to individuals, high-net-worth clients, and charitable organizations. The firm combines fundamental and technical analysis, applies Modern Portfolio Theory, and emphasizes passive, low-cost funds to construct client-specific portfolios, typically providing comprehensive planning alongside ongoing portfolio management.

Francis Bonner is a financial advisor at Estate Performance Advisors L.L.C. in Brighton, MI, holding a Series 65 designation. He has five years of experience with Estate Preservation Agency and previously worked five years at ATI Physical Therapy. Estate Performance Advisors L.L.C. offers discretionary asset management primarily through SEI’s managed account solutions, along with financial planning and consulting services. The firm conducts ongoing portfolio monitoring and periodic client reviews while utilizing third-party platforms and model programs.

Daniel Tacker is a financial advisor at NFI Advisors, Inc. with 15 years of industry experience. He holds the Series 65 designation and has been with NFI Advisors since 1999. NFI Advisors is a small registered investment adviser that provides discretionary portfolio management and assistance selecting other advisers to individuals, trusts, estates, and a private investment fund. The firm focuses on suitability-driven, discretionary management using model portfolios, laddered U.S. Treasury bond allocations, and option writing, and it manages multiple private placement funds for accredited and qualified investors.

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.

Liam Casey is a Series 65 licensed advisor at Patrick Financial Group LLC with one year of industry experience. Prior to his advisory role, he worked at Casey Fence Co. and held various positions including roles at Hope College and Detroit Catholic Central. Patrick Financial Group, LLC is an independent registered investment adviser serving individuals, trusts, foundations, and charitable organizations. The firm provides discretionary portfolio management primarily using no-load mutual funds and ETFs, with a client base that includes a wide range of investment profiles from conservative income to aggressive growth.

John Hirzel is a CFP® professional with 12 years of industry experience, currently serving at Stratus Advisory Group, Inc. He has been with Stratus Advisory Group since 2013 and holds leadership roles in affiliated non-investment related entities, including a tax planning and accounting firm and an insurance agency. Stratus Advisory Group serves individual clients, including high-net-worth and non-HNW households, as well as small to mid-size businesses, providing tailored financial planning, consulting, and portfolio management. The firm employs a fundamental investment approach supplemented by cyclical and technical methods and offers both discretionary and non-discretionary services.

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.