Fadi Issa is a financial advisor at Boardwalk Wealth Management in Ann Arbor, MI, holding a Series 66 designation with seven years of industry experience. He previously worked at Bank of America and Merrill Lynch, and he has experience managing a food service business. Outside of advisory services, Issa serves as CFO for Transmed Mobility, a non-medical emergency transportation provider for group homes. Boardwalk Wealth Management offers investment management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a passive investment approach using index funds and ETFs supplemented by various analytical methods and provides pension consulting and employee benefit plan services uncommon among firms of similar size.

Eric Holmes is the principal of Reliance Capital Holdings, LLC, an independent advisory firm based in Southfield, Michigan. He holds the Series 63 and Series 66 designations and has 20 years of industry experience. In addition to his work in financial advising, Holmes oversees operations for 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 employs a combined fundamental and technical analysis approach to build diversified portfolios and offers ongoing portfolio supervision, including the selection and monitoring of third-party money managers.

Peter Savarino is the sole advisor at Creo Global Capital LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has led Creo Global Capital since 2013, providing investment management and advisory services. Creo Global Capital LLC serves primarily high-net-worth individuals, trusts, and other individual clients, offering tailored portfolio management and investment advice across equities, ETFs, mutual funds, and occasional private placements. The firm constructs diversified, tax-aware portfolios with a focus on both macroeconomic themes and individual security selection, operating a non-discretionary advisory model and sponsoring a simplified wrap fee program.

David Brock is the principal advisor at The Brock Group, LLC, an independent registered investment adviser based in Plymouth, Michigan. He holds Series 65 and Series 66 licenses and has 16 years of industry experience. In addition to his work as a financial advisor since 2006, he has been an independent insurance agent selling fixed insurance and annuity products since 2003. The Brock Group serves individuals, trusts, estates, and business entities by providing portfolio management and investment consulting, emphasizing diversification and low-cost mutual funds and index strategies. The firm manages approximately $93.9 million for about 253 clients and combines ongoing management with project-based services.

Kenneth Basel is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Stepping Stone Advisors, LLC since 2018. He previously worked at Charles Schwab & Co., Inc. and concurrently holds a position as a Personal Financial Counselor with the Department of Defense/Office of the Secretary of Defense. Stepping Stone Advisors is a single-advisor firm providing comprehensive financial planning and customized investment management to individuals, families, and high-net-worth clients. The firm emphasizes holistic planning and utilizes a blend of passive management and various analytical methods to guide investment decisions, delivering services through written plans and subscription-based engagements without accepting custody of client assets.

Thomas Hardy is a CFP® professional with 15 years of experience in financial advising. He has led Hardy Financial Planning since 2007 and has served as an Adjunct Professor of Finance at Cleary University since 2004, where he teaches courses in Finance, Investing, and Financial Planning. Hardy Financial Planning is an independent firm serving individuals, trusts, estates, and business entities with fee-only financial planning, investment advisory, and consulting services. The firm offers tailored portfolio management that incorporates both fundamental and technical analysis, including options strategies, and provides retirement-plan consulting for employers.

Staying on top of your personal finances can be daunting. I get it. Like everyone else, you have a family, a career, and a half dozen hobbies to which you’d love to devote more time. That’s great! Those are all important things, and you shouldn’t feel guilty about devoting time to those areas of life. But let’s be honest, it’s easy for your finances to get pushed to the background. Who really wants to spend their very limited free time writing out a budget, much less a five-year plan or a list of life goals! Do you feel that even if you had a spare moment to contemplate your financial well-being, you wouldn’t even know where to begin? Perfect! That’s where I come in. I want to help you de-mystify your finances. I want to help you get organized. It IS possible to be at peace with your finances. You don’t have to feel like you’re continuously playing catch-up. Let’s roll up our sleeves together and get started! Why? Because you DO have goals and dreams– and those dreams deserve a fighting chance! Together we’ll use a systematic and comprehensive approach to develop a plan that is completely tailored to you, to your life, and your needs. At Bespoke Planning, my standard of success is simple: to provide a bespoke planning experience that is tailored to each individual client. I’m not a mass market kind of guy. If you’re looking for a mass market experience, or you’re simply looking for an “investment guy,” I’m not it. As a financial planner, I truly love helping clients work through their most difficult financial issues so that they can achieve their goals and live their best life. My wife may think I’m crazy because I spend my free time reading through tax guides and countless blog posts on personal finance– but hey, I love what I do. I feel truly blessed to have found a career about which I am so passionate. I get to see people realize their dreams, mostly by helping them with a lot of the nerdy, nitty-gritty stuff that normal people find to be, quite frankly, super boring. Although the process can be challenging at times, I believe that the results will be richly rewarding! I want to hear you describe your vision of a meaningful life.

Artur Engler Pinto is a financial advisor with Engler Financial in Ann Arbor, MI, holding Series 65 and Series 63 licenses and one year of industry experience. He previously worked at Prostatis Financial Advisors Group and several other firms. Engler Financial LLC provides portfolio management and financial planning services to individuals, high-net-worth individuals, and businesses, combining fundamental analysis with modern portfolio theory and tailoring asset allocation to client risk tolerance and objectives.

David Peters is a financial advisor with Alliance Advisors Wealth Management LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at several firms, including Royal Alliance and Capital Asset Advisory Services, before joining his current firm in 2018. In addition to his advisory role, Mr. Peters is a licensed insurance agent and directs an affiliated insurance business. Alliance Advisors Wealth Management provides discretionary investment management and financial planning services to individual and institutional clients. The firm uses a combination of fundamental and technical analysis and incorporates options strategies for hedging and income, with risk management integrated into portfolio construction and ongoing account reviews.

Antonio Stokes is the principal of Antonio Stokes Advisors and holds a Series 66 designation with 14 years of industry experience. His work history includes roles at Avantax Wealth Management and Goldstar Mortgage Financial. Outside of financial advising, he is the owner of Michigan Golf Tour Inc. and teaches golf at Southfield Christian School. Antonio Stokes Advisors provides asset management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor investment programs, with a focus on both discretionary and non-discretionary portfolio management and pension/ERISA plan services.

Brian Middaugh is a financial advisor at Sea Suite Financial LLC in Redford, MI. He holds Series 65 and Series 66 licenses and has three years of industry experience. Prior to founding Sea Suite Financial in 2025, he worked at Edward Jones and has experience in public sector roles and community health organizations. Outside of finance, Middaugh owns an art business creating laser and wood-based artwork. Sea Suite Financial provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and nonprofit organizations. The firm employs a short-term focused investment approach using low-cost mutual funds and ETFs, individual securities, and may utilize independent managers while overseeing due diligence.

Michael Rudy is a CFP® and Series 63-registered financial advisor with 15 years of experience. He has operated Wolakota Financial Advisors since 2006 in Ypsilanti, MI. In addition to financial planning and tax preparation, Rudy provides psychoanalytic psychotherapy focused on money-related issues, a practice he has maintained since 1976. Wolakota Financial Advisors serves individual clients with personal portfolio management and comprehensive financial planning, incorporating fundamental analysis and asset-allocation strategies that consider age, net worth, income, and tax factors. The firm operates as a fee-only, single-advisor practice and offers additional services including tax preparation and psychological counseling.

Richard Griffin Jr. is the principal of Rickstar Financial, LLC, a firm he has been affiliated with since 2014. He holds Series 63 and Series 65 licenses and has 29 years of experience in the financial industry. His career includes roles at NewBridge Securities Corporation, Nfsg Corporation, Osaic FA, Inc., and Merrill. In addition to advisory services, he is licensed to sell insurance products. Rickstar Financial, LLC provides portfolio management services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a multi-method investment approach, including charting, cyclical, fundamental, and technical analysis, and uses long-term trading and margin transactions, while documenting client risk profiles through investment policy statements.

Andrew Chong is a financial advisor at MGC Capital with a Series 65 designation and three years of industry experience. Prior to his current role, he was involved with his own professional dentistry corporation and spent four years at the University of Michigan. MGC Capital is an independent advisory firm that provides portfolio management and investment advisory services to individuals, high-net-worth clients, and business entities. The firm employs a variety of analytical methods and option strategies to tailor portfolios according to each client’s investment policy statement and risk profile.

Jeffrey Guy is a CFP® with 23 years of experience in financial advising. He is the principal of Verdura Wealth Management, LLC, an independent firm he founded in 2023, and has held roles at Veritas Capital Advisors and Kovack Advisors. He also maintains an insurance practice focused on fixed insurance sales. Verdura Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors with discretionary asset management, financial planning, and pension consulting. The firm customizes portfolios based on client objectives and employs multiple analysis techniques, offering specialized ERISA plan services as a limited-scope 3(21) fiduciary.

Pia Bennett is a financial advisor with Select Financial Services Group, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 credentials and totaling 29 years of industry experience. She has worked at Select Financial Services Group since 2003 and previously at Commonwealth Equity Services, Inc. Bennett is also involved as a co-owner of BluePath, LLC, a private entity unrelated to investment activities. Select Financial Services Group, Inc. is an independent, single-advisor firm offering comprehensive financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm focuses on written financial plans and offers optional annual updates, using fundamental and technical analysis while typically outsourcing implementation through affiliated broker-dealer channels.

Stephen Braun is a financial advisor at Liberty Financial Planning, Inc. in Canton, MI, with 16 years of industry experience. He holds a Series 65 designation and has been with Liberty Financial Planning since 2002. Outside of his advisory work, he is involved in public speaking through Liberty Family Resources, LLC, where he schedules and delivers presentations. Liberty Financial Planning serves individuals and families seeking objective, fee-only financial advice, focusing on written financial plans and ongoing consulting engagements. The firm emphasizes an asset-allocation approach using low-cost index funds and maintains client control over asset implementation without discretionary trading authority or percentage-based fees.

Christopher Robbins is a financial advisor with Grand Street Wealth Management, LLC in Ann Arbor, MI. He holds a Series 65 designation and has 13 years of industry experience. Robbins has been with Grand Street Wealth Management since 2012 and concurrently works as a pilot for Delta Airlines. Grand Street Wealth Management is a solo independent advisory firm serving individuals and charitable organizations with discretionary wealth management and comprehensive financial planning. The firm follows an investment approach based on peer-reviewed academic research, focusing on long-term holdings and diversified portfolios constructed from documented Investment Policy Statements.

Shawn Mueller is the principal of Mueller Asset Management in Southfield, MI, holding a Series 66 license with 14 years of industry experience. His prior roles include positions at AE Wealth Management, J.W. Cole Advisors, Kelly Capital Partners, J.P. Morgan Securities, Wells Fargo Advisors, PNC Wealth Management, and Merrill. He is also involved in insurance and annuity sales through Mueller Retirement Planning. Mueller Asset Management provides discretionary and non-discretionary portfolio management services primarily to individual and high-net-worth clients, managing approximately $45 million in assets. The firm utilizes a combination of fundamental, quantitative, technical, and modern portfolio theory analyses to create diversified portfolios, typically working with mutual funds, equities, fixed income, ETFs, and other securities.

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.