Nickolas Daniels is a Series 65-licensed advisor with Trinity Wealth Solutions LLC, where he has worked since 2026. He also maintains a legal practice through the Law Office of Nickolas Daniels, PLC, active since 2009. Trinity Wealth Solutions is a state-registered independent advisory firm serving individuals, families, trusts, estates, and retirement-plan participants. The firm manages approximately $53 million across 100 clients and offers wealth management, retirement and estate planning, comprehensive financial planning, and income tax planning and preparation as distinct services.

David Leszcynski is a financial advisor with Global Financial Planning Group, LLC in Troy, MI, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Global Financial Planning Group since 2002 and has worked at LPL Financial LLC since 2009. Global Financial Planning Group, LLC provides wealth and estate management, financial planning, and portfolio management services to individuals, trusts, pension plans, and other entities, managing approximately $135 million in client assets. The firm offers tailored investment strategies and sponsors a wrap fee program that combines management, transaction, and administrative services into a single fee.

ABOUT THRIVE RETIREMENT SPECIALISTS Standing out from our industry’s b#llsh!t, we introduce a new business model that applies the latest retirement research to deliver “reality-based” retirement planning, representing an evolutionary step forward in how people prepare for and thrive during retirement. We arm you with a framework to make better decisions based on your unique circumstances, enabling you to avoid unnecessary sacrifices symptomatic of following conventional “rules of thumb” intended for the masses. The result is living a more rewarding life optimized for contentment. ThriveRetire is an all-in-one, flat-fee service that includes: • Retirement Planning • Tax Planning • Investment Management • And more! ABOUT MICHAEL NEMICK, CFP® Prior to founding Thrive Retirement Specialists, Mike was a Senior Financial Planner, serving high-net-worth clients and mentoring other financial planners. Mike has guided more than 240 high-net-worth individuals and families with aggregate investable assets of nearly $500 million on all aspects of their financial well-being, including retirement planning, investments, tax planning and preparation, and goal clarification. EDUCATION: • BBA of Personal Financial Planning, Western Michigan University CREDENTIALS: • CERTIFIED FINANICAL PLANNERTM (CFP®)

Eric Daniel is a financial advisor with Daniel Investment Group Inc. in Royal Oak, MI, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Commonwealth Financial Network from 1997 to 2021 and again from 2022 to 2025, alongside his ongoing role at Daniel Investment Group since 1997. Daniel Investment Group Inc. is an SEC-registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs a fee-oriented, fiduciary, and cost-sensitive approach using customizable model portfolios, managing approximately $210 million across about 214 client relationships.

Eric Smith is a financial advisor with Trustee Empowerment & Protection, Inc. He holds a Series 65 designation and has 16 years of industry experience. He has been affiliated with CSSC Investment Advisory Services, Inc. and Consulting Services Support Corporation since 1998. Outside of his advisory work, Smith serves as Director and Executive Vice President of the Shaolin Do Association, Inc., a martial arts trade association. Trustee Empowerment & Protection, Inc. provides decision-assistance services for retirement plan sponsors and trustees through an internet-based platform that refers clients to a network of registered investment advisers. The firm uses a patented application to score and rank investment options and supports non-discretionary, process-driven plan reviews.

John Herbert is a financial advisor at Bowline Financial, LLC with 11 years of industry experience. He holds the CFP® designation and Series 65 and Series 63 licenses. Prior to Bowline Financial, he worked at MML Investors Services, Mass Mutual, and Axa Advisors. Herbert is independently licensed to sell insurance products and receives commissions for these sales. Bowline Financial serves individuals, business entities, trusts, estates, charitable organizations, and qualified retirement plans, providing comprehensive financial planning and investment management. The firm uses a strategic asset-allocation approach tailored to client goals and employs a range of analysis techniques alongside third-party platforms to offer tax-efficient portfolio management and access to less-common investment vehicles.

Logan Bauer is a Series 65-licensed financial advisor with Paragon Retirement Planning, Inc. in Troy, MI, with one year of industry experience. His prior roles include positions at Foguth Wealth Management, Comerica Bank, and Raymond James. Paragon Retirement Planning serves individual and high-net-worth clients, offering comprehensive and single-issue financial planning with a minimum account size generally required. The firm employs a model portfolio strategy approach using unaffiliated sub-advisors for portfolio management while maintaining responsibility for client relationships and reviews.

Suzanne Antonelli is a CFP® professional with 15 years of experience in financial advising. She has worked with Sigma Investment Counselors for six years before founding Antonelli Financial Advisors, LLC, where she has been advising clients for nine years. Antonelli Financial Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a modern portfolio theory approach to build globally diversified portfolios and customizes financial planning services according to client needs, managing approximately $229 million across 189 client relationships.

Donald McLeod is a financial advisor at Alpha Asset Advisors LLC with 57 years of industry experience. He holds Series 65 and Series 63 designations and has worked with several firms including Geneos Wealth Management Inc and The McLeod Group Inc. Outside of his advisory role, he is the owner of The McLeod Group Inc, which provides employee benefit services, and owns The McLeod-Koski Agency Inc, a fixed insurance agency. Alpha Asset Advisors primarily serves individual clients through a sub-advisory model, managing discretionary accounts identified by unaffiliated primary advisers. The firm employs a rules-based dividend-growth strategy focused on stocks with strong free cash flow and a history of increasing dividends.

Robert Sinnaeve is a Series 65-licensed advisor with SS&H Financial Advisors, Inc. in Troy, MI, where he has worked since 1992, totaling 34 years with the firm and 15 years of industry experience. SS&H Financial Advisors is an SEC-registered independent investment adviser serving individuals, trusts, charitable organizations, and foundations with portfolios of at least $350,000. The firm manages approximately $347 million across 249 accounts, using a combination of fundamental and technical analysis alongside macroeconomic monitoring to guide security selection, emphasizing risk management and asset protection.

Ryan Malloch is a financial advisor at Third Sigma Investment Advisors LLC with 25 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Cetera Advisors LLC, M1 Capital Management, and Malloch Capital Management. Malloch teaches financial education courses as adjunct faculty at Macomb Community College. Third Sigma Investment Advisors LLC provides discretionary portfolio management and investment consulting to individuals, trusts, estates, charitable organizations, and pension plans. The firm focuses on cost-effective implementation using a mix of active and passive investments, customized asset allocation, and tax-efficient transitions, primarily managing larger, customized accounts and institutional retirement plans.

James Westwood is a financial advisor at Alpha Asset Advisors LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Royal Oak Financial Advisors, WFG Investments, and Capital Asset Advisory Services. Westwood serves as a trustee of the Skala Irrevocable Life Insurance Trust. Alpha Asset Advisors primarily serves individual clients through a sub-advisory model, managing discretionary accounts identified by unaffiliated primary advisers. The firm employs a rules-based dividend-growth strategy focused on stocks that pay dividends from free cash flow and have a history of increasing payouts.

Antonio De Sano is a CFP® with 14 years of industry experience, currently serving as a financial professional at Third Sigma Investment Advisors LLC. His prior roles include positions at M1 Wealth Advisors, Cetera Investment Advisers LLC, Ameriprise Financial Services, Royal Alliance Associates Inc, and UBS Financial Services Inc. He is also active with M1 Wealth Advisors in a financial services capacity. Third Sigma Investment Advisors LLC provides discretionary portfolio management and investment consulting to individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm emphasizes cost-effective implementation using a combination of active managers and low-cost mutual funds and ETFs, with a focus on tax-efficient transitions and customized asset allocation.

Paul Erickson is a financial advisor with Alpha Asset Advisors LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Alpha Asset Advisors since 2011 and also owns Royal Oak Financial Advisors, where he spends a significant portion of his time. Additionally, he is a licensed independent insurance agent involved in insurance sales on a limited basis. Alpha Asset Advisors primarily serves individual clients through a sub-advisory model, managing discretionary accounts identified by unaffiliated primary advisers. The firm employs a rules-based dividend-growth investment strategy focused on stocks with a history of increasing dividend payouts and conducts semiannual account reviews.

Charles O'Connor is a financial advisor with O'Connor Financial Group, LLC in Royal Oak, MI, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial and O'Connor Financial Group since 2010. Outside of advisory work, he is a licensed notary. O'Connor Financial Group provides investment management and financial consulting to individuals, trusts, estates, charitable organizations, and retirement and business entities. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis, offers both discretionary and non-discretionary management, and employs option strategies alongside equity and fixed-income allocations.

Joshua Miller is a financial advisor at Savings Coach, LLC with two years of industry experience. He previously worked at LPL Financial LLC and Advantasure, among other firms. Miller holds the Series 66 designation. Savings Coach, LLC provides investment advisory, financial planning, and behavioral coaching primarily to beginning savers and clients aged 20 to 50. The firm emphasizes individualized asset allocation with a focus on value, safety, quality, and risk control, offering discretionary portfolio management alongside non-discretionary coaching and planning services.

Charles O'Connor is a financial advisor with O'Connor Financial Group, LLC in Royal Oak, Michigan. He holds a Series 66 designation and has 18 years of industry experience. O'Connor has been with his current firm since 2011 and also maintains an affiliation with LPL Financial LLC. In addition to his advisory work, he is a licensed notary. O'Connor Financial Group, LLC provides investment management and financial consulting services to individuals, trusts, estates, charitable organizations, and retirement and business entities. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis, implements option strategies, and conducts ongoing portfolio monitoring with at least quarterly reviews.

Kevin Weingarden is a Series 65-licensed advisor with four years of experience at Wittenberg Investments Inc. and his own accounting firm, Kevin Weingarden CPA LLC. He previously spent 14 years at Einstandig, Kline, & Meehan, LLP. Wittenberg Investments Inc. provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm focuses on fundamental analysis and offers services such as investment policy statement creation, portfolio monitoring, and ERISA-consistent pension consulting.

John Dyer is a financial advisor at Alpha Asset Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Key Management Group and Ameriprise Financial Services, Inc. In addition to his advisory role, he is a licensed insurance agent. Alpha Asset Advisors primarily serves individual clients through a sub-advisory model, managing discretionary accounts identified by unaffiliated primary advisers. The firm uses a rules-based dividend-growth investment strategy focused on stocks that pay dividends from free cash flow with a history of increasing payouts.

Jacob Smith is a financial advisor with Third Sigma Investment Advisors LLC and holds a Series 66 license. He has two years of industry experience and previously worked at Thrivent Financial, Ally Bank, and Ford Motor Credit Company. Smith serves as a board member for Teen HYPE, a Detroit-area nonprofit focused on youth education and leadership development. Third Sigma Investment Advisors LLC provides discretionary portfolio management and investment consulting to individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm uses a combination of active and passive investments with a focus on tax-efficient, customized asset allocation, managing primarily larger and institutional accounts on a discretionary, fee-only basis.