Sean Ryan is a CFP® professional with eight years of experience, currently serving as an advisor at Moore Financial Strategies, LLC since 2013. He is based in Sylvan Lake, MI, and works alongside one other advisor at the firm. Moore Financial Strategies provides holistic financial planning and advisory services to middle-income individuals and families without minimum asset requirements. The firm employs a tax-aware, goals-driven approach that incorporates public research and client-specific factors to develop non-discretionary, educational advice, primarily delivered through flat-fee retainer engagements.

Tommi Harris is a financial advisor at Ecos Wealth Advisors with 15 years of industry experience. Prior to joining Ecos Wealth Advisors in 2023, Harris worked for Verde Capital Management from 2008 to 2023. Harris is also the president of VERDE Insurance Agency LLC. Ecos Wealth Advisors serves individual clients, including high-net-worth households, employer-sponsored retirement plans, and business entities. The firm provides discretionary portfolio management and comprehensive financial planning, tailoring investment strategies to client goals and conducting ongoing reviews.

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.

Daniel Chapman Jr. is a financial advisor at Retirement Resources, LLC in Auburn Hills, MI, holding a Series 65 designation with 14 years of industry experience. He has been with Retirement Resources since 2011. Retirement Resources, LLC provides financial planning and ongoing asset management focused on retirement income planning for individual clients. The firm offers discretionary portfolio management using a mix of fundamental, technical, and charting analysis, along with educational newsletters and free workshops.

Robert Stapleton is a financial advisor with M1 Capital Management LLC in Bloomfield Hills, MI, holding a Series 65 credential and 14 years of industry experience. He has been with M1 Capital Management since 2011. Outside of his advisory role, he is a partner in several investment-related partnerships focused on real estate and real estate lending. M1 Capital Management provides discretionary portfolio management and financial and tax planning primarily for individual clients, including many high-net-worth individuals, as well as pension, profit-sharing, charitable, and business clients. The firm emphasizes tactical asset allocation through diversified ETFs and fixed-income strategies, managing approximately $406 million in client assets.

Richard Bone is the principal of Bone Asset Management in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses with 36 years of industry experience. His prior work includes twelve years at Harbor Financial Services, LLC, and over two decades as an insurance non-variable agent. Since 2004, he has been involved with the Detroit Institute of Arts. Bone Asset Management serves individual clients, high-net-worth individuals, families, and related entities, managing approximately $65 million across a few hundred household accounts. The firm provides fee-only financial planning and ongoing portfolio management, combining fundamental, technical, and cyclical analysis with both non-discretionary recommendations and discretionary oversight of third-party sub-advisors.

Xenia Woltmann is a financial advisor with Rochester Wealth Strategies, LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Her prior roles include positions at CITIZENS Bank and PNC Investments, with a long tenure at PNC Bank. Outside of financial services, she is co-owner of RX Holdings LLC, which focuses on deliveries and market testing for merchants, as well as being involved in the sales of apparel and jewelry. Rochester Wealth Strategies provides wealth management and comprehensive financial planning to individuals, trusts, and institutional sponsors, utilizing a planning-centric investment process with primarily ETF-based portfolios tailored to client needs. The firm offers a range of services including discretionary and non-discretionary investment management, pension consulting, and support for donor-advised funds and annuities.

Rocky Istvan is a financial advisor at Daniel Krug & Associates with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with the firm since 2008. His career also includes roles at Global Financial Private Capital, LLC, and G.F. Investment Services, LLC. Daniel Krug & Associates provides investment management and integrated financial planning services primarily to individual and high-net-worth clients, managing approximately $130.9 million across about 218 accounts. The firm uses a wrap-fee platform sponsored by AssetMark and offers ongoing portfolio supervision, educational newsletters, and retirement-focused seminars.

Jeremy Kaplan is a CFP®-certified financial advisor with two years of industry experience, currently associated with Oxford Harriman Private Wealth Management in Bloomfield Hills, MI. His prior roles include positions at Lincoln Investment and Thurston Springer Financial. Outside of advisory work, he has provided consulting services to an e-commerce company focused on product initiatives. Oxford Harriman Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm employs a tailored, multi-asset investment approach that includes a variety of securities and alternative investments, utilizing third-party managers and platform services for execution and custody.

Jason Moore is a CFP® professional with 15 years of experience in financial advising. He has been with Moore Financial Strategies, LLC since 2005. Moore Financial Strategies provides holistic financial planning and advisory services to middle-income individuals and families without minimum net-worth or asset requirements. The firm employs a tax-aware, goals-driven approach using public research and client-specific factors to shape recommendations, operating on a fee-only, flat-fee retainer model and emphasizing educational, non-discretionary advice.

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.

Dominic Garcia is a financial advisor at Rochester Wealth Strategies, LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for 11 years and Private Advisor Group, LLC for one year. Rochester Wealth Strategies provides wealth management and comprehensive financial planning services to individuals, trusts, and institutional sponsors. The firm employs a planning-centric investment approach focused on strategic, primarily ETF-based portfolios tailored to clients’ risk tolerance and liquidity needs, and offers additional services including pension consulting and donor-advised fund support.

Vita Romberger is a financial advisor at Ecos Wealth Advisors with two years of industry experience. She holds a Series 65 designation and has previously worked at Foguth Financial Group. Ecos Wealth Advisors provides investment advisory and financial planning services to individual clients, including high-net-worth households, as well as employer-sponsored retirement plans and business entities. The firm employs discretionary, long-term strategies tailored to client goals, combining fundamental, quantitative, technical, and modern-portfolio-theory methods.

Jacob Corey is a financial advisor at Retirement Resources, LLC with a Series 65 designation and two years of industry experience. He has previously worked at State Farm and Chase Bank. Retirement Resources, LLC provides financial planning and asset management services focused on retirement income planning, managing approximately $166 million in client assets through discretionary portfolio management and a combination of fundamental, technical, and charting analyses. The firm also offers educational newsletters and free workshops to clients and prospects.

David Petoskey is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes multiple roles at LPL Financial and leadership positions at Wealthcare Advisory Partners and Wealth Management Services, LLC. He serves on the Financial Sustainability Committee for Bloomfield Township and is a notary. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, using a goals-based planning process supported by proprietary software and an evidence-based investment framework that incorporates behavioral economics.

Jeffrey Kaplan is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Oxford Harriman Private Wealth Management and has previously worked at Lincoln Investment and Thurston Springer Financial. Kaplan is also involved in estate planning through a family LLC and serves as a trustee on various matters. Oxford Harriman Private Wealth Management is an SEC-registered firm that serves individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm uses a tailored, multi-asset investment approach with continuous monitoring, offering a range of services from asset management to financial planning and retirement consulting.

David Boike is a financial advisor with Retirement Resources, LLC in Auburn Hills, MI, holding a Series 65 designation and 15 years of industry experience. He has worked with Global Financial Private Capital, LLC since 2010 and has been with Retirement Resources since 2009. Boike is also a licensed insurance agent, dedicating approximately 20% of his time to that activity. Retirement Resources, LLC serves individual clients with a focus on retirement income planning, providing ongoing asset management, comprehensive and modular financial planning, and consultations. The firm manages about $143 million for roughly 374 clients and operates a three-advisor team.

Gregory Neino is a CFP® professional with 19 years of industry experience, currently serving at RetireMitten Financial LLC. Prior to joining RetireMitten in 2024, he worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for 16 years. RetireMitten Financial LLC serves individual and high-net-worth clients, trusts, corporations, and multi-generational families, offering discretionary investment management and financial planning services. The firm emphasizes passive portfolio construction using stocks and ETFs, guided by client-specific investment policies and periodic reviews, and is noted for its planning related to Canadian-U.S. cross-border financial considerations.