Elisha Krohner is the sole advisor at Efficient Planning Solutions LLC in Oak Park, MI, holding a Series 65 designation with five years of industry experience. Prior to founding the firm in 2021, Krohner spent 11 years at Beth Medrash Govoha. Efficient Planning Solutions LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm employs an evidence-based investment approach focused on strategic asset allocation and global diversification, typically utilizing passively managed mutual funds and ETFs alongside fixed-income securities.

Dan Barish is the sole advisor at DIB Investment Management LLC in Farmington Hills, MI, holding Series 63 and Series 65 licenses with 35 years of industry experience. Since 2004, he has worked with Lasalle St. Securities. In addition to his advisory role, he has an interest in fixed insurance. DIB Investment Management LLC provides non-discretionary investment management to individuals, trusts, and investment companies using formula-driven model equity strategies focused on growth or value. The firm builds portfolios primarily from individual equities and offers ongoing client consultation while maintaining client control over trade execution.

Thomas Campbell is the sole advisor at Pointe Equity Partners LLC, an independent registered investment adviser based in Grosse Pointe Farms, MI. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Campbell has worked at J.W. Cole Financial, Inc. since 2008 and has been operating Campbell Financial Services since 1994. Pointe Equity Partners manages approximately $15 million for about 20 individual clients, providing portfolio management and financial planning services. The firm employs an individualized investment process tailored to each client’s objectives and risk tolerance, with Campbell serving as the primary contact for all client matters.

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 with three years of industry experience. He holds the Series 65 and Series 66 designations. Prior to founding Sea Suite Financial in 2025, he worked at Edward Jones and held roles with Wayne County and Wayne County Healthy Communities. Outside of finance, Middaugh owns an art business focused on creating pieces using lasers and wood. Sea Suite Financial provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and non-profit organizations. The firm uses a short-term focused approach with low-cost mutual funds and ETFs, individual securities, and may incorporate unaffiliated Independent Managers while overseeing due diligence. Its client base uniquely includes institutional clients alongside individual investors.

Lance Turner is a financial advisor at Anomaly Advisors with 10 years of industry experience. He holds a Series 66 designation and has operated his own financial services firm since 2015. In addition to his advisory work, he maintains active insurance and real estate licenses used solely for educational and advisory purposes. Anomaly Advisors provides financial planning, investment consultation, and portfolio management services to individuals, high-net-worth clients, and small businesses, emphasizing a Modern Portfolio Theory-based approach with diversified, tax-efficient, low-cost investments and periodic rebalancing. The firm also offers educational workshops and facilitates implementation through recommended custodians and sub-advisors.

Raja Elachkar is the sole advisor at RK Asset Management, an independent firm based in Grosse Point, MI. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Elachkar has been with RK Asset Management since 1996. RK Asset Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as state and municipal entities. The firm also serves as a sub-adviser to larger broker-dealers and manages concentrated equity portfolios using a bottom-up, fundamental analysis approach focused on long-term capital appreciation.

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.

Brian Teets is a financial advisor at Legacy Investment Advisors LLC with a Series 65 credential and two years of industry experience. He has worked at Legacy Investment Advisors since 2023 and has been associated with Safe Haven Wealth Management since 2013. Prior to his financial advisory roles, he worked with Dearborn Schools for 27 years. Legacy Investment Advisors LLC provides ongoing portfolio management to individual and high-net-worth clients, offering both discretionary and non-discretionary services. The firm uses multiple methods of analysis, including charting, fundamental, quantitative, and technical approaches, and employs both long-term and short-term trading strategies.

Nicholas Daniel is a CFP® with 34 years of experience in the financial industry. He is affiliated with Daniel Investment Group Inc., where he has worked since 1997, and previously held positions at Commonwealth Equity Services, Inc. and Commonwealth Financial Network. Daniel Investment Group provides discretionary asset management and financial planning to individuals, qualified retirement plans, charitable organizations, and other advisory clients. The firm manages approximately $210 million in assets with a small team of three advisors and emphasizes a fee-oriented, fiduciary approach that incorporates cost sensitivity, individualized planning, and customizable model portfolios.

Erin Shelton is a Series 65–licensed financial advisor with Key Concerns Inc in Wyandotte, MI, where she has worked since 2008. She has 15 years of industry experience. Outside of her advisory role, she is involved in the rare coin business through Farmington Valley Rare Coins and facilitates estate planning data gathering for Doyle Law PC. Key Concerns Inc serves individual clients and small business retirement plans by selecting and monitoring third-party money managers and providing financial planning and consulting. The firm matches clients to unaffiliated advisers based on personalized investment policies and performs ongoing due diligence without providing discretionary portfolio management itself.

Steven Sicklesteel is a CFP® professional with 15 years of experience, currently serving at DWP in Grosse Pointe Farms, MI. He has worked at Deseranno Corp since 2007. DWP provides personalized financial planning and investment management to individual clients, including high-net-worth individuals, as well as institutional entities such as pension plans, trusts, and charitable organizations. The firm employs a tailored investment approach combining fundamental and cyclical analysis, offering both discretionary and non-discretionary management across a broad range of investment types.

Matthew Sumnicht is a financial advisor at Bowline Financial, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co, and AXA Advisors, LLC. He is independently licensed to sell insurance products and receives commissions when acting in that capacity. Bowline Financial serves individuals, business entities, trusts, estates, charitable organizations, and qualified retirement plans, offering comprehensive financial planning and investment management. The firm uses a strategic asset-allocation framework and combines various analytical methods, including technical, fundamental, quantitative, and qualitative analysis, to tailor portfolios aligned with clients’ risk tolerance and objectives.

Alandress Gardner is a financial advisor at DWP with 15 years of industry experience. Gardner holds Series 63 and Series 65 licenses and has been with Deseranno Wealth Management since 2008. Gardner also operates Gardner Financial and Life Planning, providing investment advice primarily through a relationship with Deseranno Wealth Management. DWP offers personalized financial planning and investment management to individual and institutional clients, including high-net-worth individuals and various business entities. The firm employs a mix of fundamental and cyclical analysis, manages approximately $195.1 million in discretionary assets, and maintains a broad investment approach that includes equities, municipal securities, options, futures, and other instruments.

Rico Camerone is a financial advisor with New Era Investments LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 27 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Lincoln Investment, and has been associated with New Era Investments LLC since 1993. Camerone serves on the boards of Haven of Hope and Family Assistance for Renaissance Men, both nonprofit organizations focused on community support. New Era Investments LLC advises individuals and high-net-worth clients with portfolio management and financial planning services, employing a modern portfolio theory-based approach that includes discretionary management and third-party money managers. The firm offers a broad range of investment vehicles and conducts regular account reviews to align portfolios with client objectives.

Douglas Wickham is a financial advisor with Sculati Wealth Management, LLC, holding a Series 65 designation. He has one year of industry experience and previously worked at Huntington National Bank, MRM, ARCH Cutting Tools, Cognizant, Groundspeed Analytics, Consumers Energy, and TechSmith Corporation. Sculati Wealth Management provides personalized financial planning and discretionary wealth management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm operates as a fee-only adviser, combining fundamental, technical, and cyclical analysis in its investment approach while managing approximately $381 million with a compact advisory team.

Jeffrey Brayton is a financial advisor at Lakeshore Financial Planning Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services, Inc. and Brayton Asset Management. Outside of his advisory role, he is also licensed as a life insurance agent. Lakeshore Financial Planning provides discretionary portfolio management and financial planning services to individuals, charitable organizations, and an investment club. The firm uses diversified model portfolios with mutual funds, ETFs, and other securities, employing both fundamental and technical analysis and offering clients discretionary trading authority.

Rico Camerone is a financial advisor with New Era Investments LLC in Southfield, MI, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. His prior work includes roles at Camerone Wealth Management, Purshe Kaplan Sterling Investments, Capital Analysts, and Lincoln Investment. Outside of advisory work, he owns TheWebTide, a marketing business focused on running campaigns and website maintenance for small businesses. New Era Investments LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, employing a strategy based on modern portfolio theory that includes both long- and short-term trading across various asset classes. The firm also offers discretionary management and utilizes third-party money managers as appropriate.

Jordan Rosenberg is a financial advisor with Rosenberg Wealth Advisors in Birmingham, MI, holding a Series 66 designation and 15 years of industry experience. He previously worked at Robert Baird & Co. for 15 years before joining Rosenberg Wealth Advisors in 2026. Outside of his advisory role, he is involved as an owner and partner in non-investment business ventures. Rosenberg Wealth Advisors provides discretionary investment management, model-based portfolio management, and financial planning services to individuals, high-net-worth clients, charitable organizations, businesses, and retirement plans. The firm manages approximately $231 million in discretionary assets for around 156 clients, utilizing a mix of low-cost diversified mutual funds and ETFs alongside individual securities and alternative investments, applying fundamental analysis with a long-term focus.

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.