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.

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.

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.

Roger Steed is the sole advisor at KRS Capital Management, LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has led KRS Capital Management since 2007. KRS Capital Management offers investment management and project-based financial planning to individuals, high-net-worth clients, pension plans, trusts, estates, and business or charitable entities. The firm employs a tailored approach using asset allocation and a combination of fundamental, technical, and cyclical analysis, and provides clients with a weekly market commentary and periodic newsletter.

Terry Maxwell is the sole advisor at Maxwell Investment Advisory Services, an independent firm based in Troy, MI. He holds Series 63 and Series 65 designations and has 30 years of industry experience, having led his advisory practice since 1985. Maxwell Investment Advisory Services provides ongoing investment advice, trade execution, performance monitoring, and portfolio management for individual and high-net-worth clients. The firm emphasizes diversification and low-cost investing using no-load mutual funds and ETFs, tailoring allocations based on risk tolerance and conducting at least annual reviews.

Satish Dharwadkar is a financial advisor at Mangotree Capital, LLC, holding a Series 66 designation with 21 years of industry experience. He has been with Mangotree Capital since 2012. Mangotree Capital provides discretionary portfolio management, ERISA plan advisory, and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm manages approximately $38.9 million on a discretionary basis and uses in-house model portfolios that combine active and passive strategies, including long–short and options trading, tailored to clients’ risk profiles and objectives.

Michael Nummer is a CFP® with 32 years of industry experience, currently serving as the sole advisor at Mcn Investment Management Co. He previously worked at Commonwealth Financial Network and Wells Fargo Advisors Financial Network, LLC. Outside of financial advising, he owns a vehicle parts business and is involved in cattle ownership and sales. Mcn Investment Management Co. provides discretionary portfolio management and retirement plan consulting to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm uses proprietary model portfolios and fundamental analysis for investment decisions, offering non-ERISA retirement plan consulting services that are uncommon among similar-sized firms.

Leyland Lindie Jr. is a financial advisor at Christ Capital Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Foguth Financial Group and Alight Financial Solutions. Prior to his advisory career, Lindie had roles across financial services and legislative support. Christ Capital Advisors provides discretionary portfolio management, financial planning, and qualified retirement-plan advisory services to individuals, corporations, and other businesses. The firm employs a multi-strategy investment approach focused on long-term asymmetric appreciation, uncorrelated returns, and capital preservation, utilizing ETFs, direct indexing, tax-loss harvesting, and outside manager recommendations.

Nagi Reddy Nallavelli is a financial advisor with Birmingham Capital LLC, holding Series 63 and Series 65 designations and over 22 years of industry experience. He previously worked at J.P. Morgan Private Bank and Securities, Cetera Advisor Networks, and Voya Financial Advisors. Nallavelli serves as Managing Director and Head of the Private Client Group at Birmingham Capital and its DBA, Supreme Alliance LLC. Birmingham Capital provides discretionary investment management, wealth management, and financial planning services to a diverse client base, including pension plans, trusts, municipalities, and individuals. The firm offers ERISA 3(38) fiduciary services and employs a long-term, ETF- and mutual fund-based investment approach, with a focus on selecting and overseeing unaffiliated independent managers.

Dwight Labadie, Jr is a financial advisor at Griffon Investment Advisors Incorporated with 15 years of industry experience. He holds a Series 65 designation and has worked at Griffon Investment Advisors since 2017, following a 19-year tenure at Griffon Capital Management. Outside of his advisory role, he teaches at 160 Driving Academy in Plant City, Florida. Griffon Investment Advisors, Inc. provides discretionary portfolio management to individuals and various institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term investment horizon, combining quantitative and qualitative equity analysis with socially responsible criteria, and offers a balanced strategy featuring a 60/40 equity-to-bond allocation. Its small, relationship-oriented structure is notable for accepting institutional mandates and coordinating with clients’ other advisors on trust and estate matters.

Joseph Nelson is a CFP® professional with 33 years of industry experience currently serving as an advisor at Emde Wealth Management LLC. His prior experience includes roles at BlackRock Investment, LLC and Aurora Securities. Outside of finance, he is a songwriter and music publisher and serves as a board member and treasurer for his homeowners association. Emde Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans and other business entities. The firm provides comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting, managing customized portfolios that include a range of asset classes and alternative investments.

Anmar Sarafa is a CFA charterholder with 33 years of industry experience and has been with Steward Capital Management since 2000. He is the sole advisor at the firm and holds Series 63 and Series 65 licenses. Outside of his advisory role, Sarafa is the managing member of several entities related to Frankenmuth Brewery, where he oversees strategic investment decisions and capital expenditures. Steward Capital Management is an SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, trusts, and private investment funds. The firm employs a core/satellite Global Diversified Balanced strategy using ETFs and individual securities, and is known for sponsoring private funds and managing affiliated real estate entities.

Carl Bradley Jr. is a financial advisor at Wittenberg Investments Inc. with one year of industry experience. He holds a Series 65 designation and has worked at the Oakland County Road Commission as an appraiser since 2011. Outside of his advisory role, he is president of Maverick Investments LLC, a real estate investment company. 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 uses fundamental analysis to construct portfolios with a variety of investment vehicles and offers pension consulting with a focus on ERISA compliance.

Kyle Henris is a CFP® professional with six years of industry experience, currently serving as an advisor at Freedom Formula Wealth Management. His prior experience includes roles at Northwestern Mutual and founding several ventures, including Life Beyond Lattes LLC, an online course business. He is also involved with InvestCEO and Henris Capital LLC. Freedom Formula Wealth Management provides discretionary investment management and comprehensive financial planning for individual and high-net-worth clients, combining fundamental, technical, and charting analysis with both passive and active investment strategies. The firm emphasizes regular portfolio reviews and monthly written updates for financial planning clients.

David Boike is a financial advisor with Retirement Resources, LLC in Auburn Hills, MI. He holds the ChFC® designation and Series 63 license and has 16 years of industry experience. Boike has worked at Global Financial Private Capital, LLC since 2010 and Retirement Resources since 2009. He is also an independent insurance agent, dedicating approximately 20% of his time to this activity. Retirement Resources, LLC primarily serves individual clients with a focus on retirement income planning, providing ongoing asset management, comprehensive and modular financial planning, and consultations for corporate benefit plan sponsors. The firm manages about $143 million for roughly 374 clients and employs a three-advisor team.

Richard Crandall is a financial advisor with EPI Financial Group in Troy, MI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has held roles at several related entities, including as owner and president of Crandalling, Inc., an insurance sales and services business. Crandall also serves as an independent insurance agent with EPI Protection, LLC. EPI Financial Group provides investment advisory and financial planning services primarily to non-high-net-worth individual households, charitable organizations, and business entities. The firm utilizes a sub-adviser platform for discretionary portfolio management and offers ongoing financial planning without a separate planning fee.

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.