Thomas Jones is a CFP® and holds a Series 66 license, with 15 years of experience in financial advising. He is the sole advisor at Thomas Jones Financial LLC, which he founded in 2009. In addition to his financial advisory work, Jones is also an attorney operating Thomas Jones Legal PLC, providing general legal services and dedicating approximately half of his professional time to legal practice. Thomas Jones Financial LLC primarily serves individual investors, business entities, estates, and trusts, offering fee-only, non-discretionary investment management and financial planning. The firm employs a top-down investment approach focused on strategic asset allocation, low-cost funds, and after-tax outcomes, and integrates affiliated legal services including estate planning and tax preparation.

Michael Skrzypczak is the sole advisor at Triumph Investment Advisory Group, LLC in Rochester, MI, holding a Series 65 designation with 11 years of industry experience. He has been self-employed since 2010. Triumph Investment Advisory Group provides fee-based investment advisory and money-management services to individuals, high-net-worth clients, trusts, and charitable entities, along with financial and retirement planning. The firm employs a client-focused, value-oriented investment approach and offers educational seminars, regular portfolio reviews, and flexible financial planning options.

Alan Dishow is the sole advisor at Dishow Wealth Management LLC and holds a Series 65 designation. He has no prior industry experience but has been an adjunct finance professor at Davenport University since 2020 and works part-time assisting with operations at a family-owned gas station. Dishow Wealth Management LLC is a newly registered investment manager that plans to serve retirement plans, small businesses, and individual and high-net-worth investors. The firm offers discretionary and non-discretionary portfolio management, custom portfolio construction, and financial planning, combining fundamental, technical, and macroeconomic analysis to build diversified portfolios.

Thomas Graber is a CFP® and ChFC® with 35 years of industry experience. He is the principal at Impact Investment Strategies, Inc., an independent firm he has led since 2021. Prior to this, he spent over a decade with Raymond James Financial and operated Impact Benefits, Inc., where he provided non-variable insurance services. Impact Investment Strategies serves individuals, high-net-worth clients, families, and businesses by offering discretionary and non-discretionary investment management, comprehensive financial planning, and qualified retirement plan consulting. The firm uses a proprietary strategic asset-allocation framework and multiple analytical methods to tailor and monitor portfolios, and it provides qualified plan consulting including fiduciary services and educational seminars.

David Cretcher is a financial advisor at Weather Eye Advisors, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked at Castle Tax Defense, Inc. since 2021 alongside his role at Weather Eye Advisors, which he joined in 2012. Weather Eye Advisors provides investment advisory and financial planning services to individuals, families, corporations, and non-U.S. clients. The firm employs an All-Weather, macro-driven investment approach focused on risk management and income-producing instruments, with services that include portfolio management, tax and financial planning, and insurance advice.

Michael Shanku is the sole advisor at MJS Capital Inc. in Chesterfield, MI, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been leading MJS Capital, Inc. since 2010. MJS Capital, Inc. manages approximately $2.9 million in assets for 11 individual clients, focusing on discretionary portfolio management with ongoing account reviews. The firm emphasizes a managed relationship approach, utilizing various investment strategies and risk assessments.

William Shelmon is a financial advisor at Paycheck to Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Toyota Motor of North America since 1990 as a product design engineer and executive project manager focused on investigating new technologies. Paycheck to Wealth provides fee-based investment advice and financial planning primarily to individual clients, offering subscription-based services, seminars, and employee-education workshops. The firm emphasizes passive, asset-class investing using low-cost index funds and model portfolios, incorporating statistical analysis and semi-annual portfolio monitoring.

Howard Bayliss is a financial advisor at Core Financial Planning in Bloomfield Hills, MI, holding a Series 65 designation with 15 years of industry experience. He has been with Core Financial Planning since 2008. Core Financial Planning is an independent, fee-only fiduciary firm serving individuals, families, trusts, and retirement plan participants through financial and tax planning. The firm emphasizes disciplined asset allocation with a focus on equities, global diversification, and high-quality fixed income, providing tailored investment advice without discretionary management or commission-based products.

Kevin Delaere is a CFP® and PFS™ credentialed advisor with 23 years of industry experience. He is the principal of GK Private Wealth Partners LLC, an independent advisory firm he joined in 2023 after 20 years at Linsco/Private Ledger Corp. In addition to his advisory role, he is a shareholder at Groen, Kluka & Company, where he prepares financial statements and tax returns for individuals and small businesses. GK Private Wealth Partners is a fee-only firm serving individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm offers discretionary investment management, financial planning, and retirement plan consulting, using a blend of passive and active strategies aligned with clients’ risk tolerance and tax considerations.

Kimberly Wiggins is a financial advisor at Investors Management Services Inc with a Series 65 credential and six years of industry experience. She has been with Investors Management Services since 2006. Outside of her advisory role, she is the managing partner of Riviera Mack, LLC, where she oversees bookkeeping and maintenance responsibilities. Investors Management Services Inc, founded in 1968, provides discretionary asset management and comprehensive wealth-planning services to individuals, retirement accounts, trusts, estates, charitable organizations, pensions, and corporations. The firm emphasizes asset allocation based on fundamental and quantitative analysis, serving a small client base with fully discretionary management.

Warren Mcintyre is a CFP® professional with 15 years of industry experience. He has been the sole advisor at Visionquest Financial Planning LLC since 2002. VisionQuest Financial Planning LLC offers project-based financial planning and investment consultation services primarily to individuals and families, as well as to businesses, trusts, estates, and charitable organizations. The firm operates on a non-discretionary, fee-for-service model, emphasizing long-term, fundamental buy-and-hold investment strategies with diversified asset allocation and low-cost mutual funds and ETFs.

John Daniel is the sole advisor at Daniel Investments, Inc. in Troy, Michigan, holding a Series 65 designation with 16 years of industry experience. He has been with Daniel Investments since 1997. Daniel Investments provides discretionary and non-discretionary investment management services to individuals, families, small business owners, and small nonprofit organizations, including endowment funds and foundations. The firm’s investment approach is based on fundamental analysis with a long-term holding orientation and portfolios tailored to clients’ income needs, growth objectives, and risk tolerance.

Michael Miley is a financial advisor with New View Financial, LLC in Auburn Hills, MI, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Sigma Financial Corporation and operated Miley Financial before founding his current firm in 2018. New View Financial is a state-registered, fee-only investment adviser serving individuals, families, trusts, estates, and small businesses. The firm provides personalized investment management and financial consulting, utilizing a range of analytical methods and typically recommending exchange-traded funds and no-load mutual funds, while also accommodating sophisticated strategies such as option contracts.

Michael Palazzolo is a CFP® professional with 14 years of industry experience and has been leading Fintentional LLC since 2016. Based in Birmingham, MI, he operates as the sole advisor at his independent firm. Fintentional LLC provides fee-only financial planning and investment advisory services to individuals and families, focusing on passive management through low-cost index funds and ETFs and offering non-discretionary investment assistance. The firm serves both individual and high-net-worth clients and coordinates with other professionals for services such as tax planning and preparation.

Carl Gill is a financial advisor with Asset Preservation Capital, LTD in Troy, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with several firms, including Healthview Asset Management, Elevated Performance Investment Group, and his own Asset Preservation Capital entities. In addition to advising, he owns and operates a tax preparation business. Asset Preservation Capital primarily serves individual clients, offering comprehensive financial planning, targeted consulting, and discretionary portfolio management. The firm utilizes customized, asset-allocation driven portfolios and collaborates with third-party advisers, managing approximately $16 million across about 100 client relationships.

Eric Holmes is the principal advisor at Reliance Capital Holdings, LLC, an independent firm based in Southfield, MI. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Holmes has worked with firms including American Portfolios and Chelsea Square, and also oversees 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’s investment approach combines fundamental and technical analysis across various asset classes and includes the use of third-party money managers.

Scott Wloszek is a Series 65-licensed financial advisor with six years of industry experience. He founded SW Advisors, LLC in 2019 after seven years at Clarkston Capital Partners. Outside of his advisory work, he coaches youth soccer teams in Royal Oak, Michigan. SW Advisors, LLC provides discretionary portfolio management and customized trade execution services to individuals, high-net-worth clients, corporations, charities, and institutions. The firm employs a technical-analysis-driven investment approach and offers institutional portfolio execution with transaction-cost analysis reporting, managing approximately $16 million across 63 client accounts.

Paul Huebner is a financial advisor with Park Investments and Consulting LLC in Grosse Pointe Farms, MI. He holds Series 65 and Series 66 licenses and has 16 years of industry experience, including 14 years at Pointe Capital Management LLC. Park Investments & Consulting is an independent, fee-only registered investment adviser that provides comprehensive wealth management and consultation services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based, strategic asset allocation approach with a long-term orientation and emphasizes active client participation in defining investment objectives and risk tolerance.

Anthony Desantis is the sole advisor at Affluent Solutions, LLC, an independent firm based in Beverly Hills, Michigan. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 15 years of industry experience. He has been with Affluent Solutions since 2001. Affluent Solutions serves individual and high-net-worth clients, typically requiring a minimum investment of $25,000. The firm provides investor coaching, financial planning, and advisory services, operating as a co-advisor that refers assets to an unaffiliated SEC-registered money manager who implements investment decisions and maintains custody.

Mena Ghattas is a financial advisor with Henchmen Partners in Troy, MI, holding a Series 65 designation and two years of industry experience. He has worked at Henchmen Partners since 2022 and concurrently serves as a Senior Manager at Niterra, an automotive supplier. Henchmen Partners provides ongoing portfolio management to individual clients, including high-net-worth individuals, tailoring Investment Policy Statements to clients’ goals and risk tolerances. The firm’s investment approach combines fundamental analysis with long-term trading and options strategies across various asset classes, operating primarily with discretionary trading authority.