Brian Middaugh is a financial advisor at Sea Suite Financial LLC in Redford, MI. He holds Series 65 and Series 66 licenses and has three years of industry experience. Prior to founding Sea Suite Financial in 2025, he worked at Edward Jones and has experience in public sector roles and community health organizations. Outside of finance, Middaugh owns an art business creating laser and wood-based artwork. Sea Suite Financial provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and nonprofit organizations. The firm employs a short-term focused investment approach using low-cost mutual funds and ETFs, individual securities, and may utilize independent managers while overseeing due diligence.

Michael Prus is the president and founder of Scale Investment Group, an independent advisory firm. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including roles at Investment Counsel Inc and Freedom One Financial Group. Scale Investment Group serves individuals and institutional clients with a focus on retirement plan management, pension consulting, and sub-advisory services. The firm emphasizes low-cost, diversified portfolios using both quantitative and qualitative fund selection, offering discretionary and non-discretionary management alongside regular fund reviews and consulting projects.

Jeffrey Guy is a CFP® with 23 years of experience in financial advising. He is the principal of Verdura Wealth Management, LLC, an independent firm he founded in 2023, and has held roles at Veritas Capital Advisors and Kovack Advisors. He also maintains an insurance practice focused on fixed insurance sales. Verdura Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors with discretionary asset management, financial planning, and pension consulting. The firm customizes portfolios based on client objectives and employs multiple analysis techniques, offering specialized ERISA plan services as a limited-scope 3(21) fiduciary.

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.

James Fydroski is a CFP® professional with 16 years of experience at Haas Financial Services Inc, where he has worked since 2010. He serves as treasurer for the Rotary Club of Milford, MI, and has been the editor of the Michigan Nut Growers Newsletter since 1991. Haas Financial Services Inc provides investment advisory and financial planning services to individuals, trusts, estates, and small businesses. The firm employs an active, trend- and momentum-based investment approach through its proprietary Haas Financial Money Management Program and offers both fee-based portfolio management and commissionable insurance products.

Derek Elleman is a financial advisor at Ridge Investment Advisors in Brighton, MI, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Redhawk Wealth Advisors Inc., Bondurant Investment Management, and KW Andersen Investment Group. He is also the managing member of Elleman Investment Management, LLC. Ridge Investment Advisors offers discretionary, actively managed equity and fixed-income portfolios for individuals, trusts, and corporations, tailoring allocations based on client goals, time horizon, and risk tolerance. The firm uses a fundamentally driven, bottom-up investment process focusing on U.S. large-cap, high-quality equities and investment-grade fixed income, serving a mix of corporate and individual clients.

Brenda Oldham is a financial advisor at RAM Legacy Wealth Management with 23 years of industry experience. She holds Series 63 and Series 65 designations and has held roles at Calton & Associates, Inc. and IAMS Wealth Management, LLC. Outside of her advisory work, she is the president of Michigan Women in Insurance and Financial Services and is an author of a financial literacy novel. RAM Legacy Wealth Management is a state-registered investment adviser serving individuals, trusts, estates, high-net-worth clients, and retirement plans. The firm provides discretionary portfolio management, ERISA plan consulting, and tailored financial planning with a focus on limited-scope fiduciary services and a variety of fee arrangements.

Christopher Berry is a Series 65-licensed financial advisor with eight years of industry experience. He is the sole advisor at Castle Wealth Group Investments LLC, an independent firm based in Brighton, MI. Berry also practices law through an affiliated legal firm, Castle Wealth Group Legal, which he has operated since 2005. Castle Wealth Group Investments LLC manages approximately $62.1 million for around 96 individual and high-net-worth clients, offering discretionary asset management, financial planning, and consulting services. The firm uses a variety of analytical methods to construct and monitor portfolios and operates with a single advisory professional across six offices.

Michael Bink is a financial advisor at Equivest Financial Advisors LLC with 11 years of industry experience. He holds a Series 65 designation and also works as a senior business analyst at Cooper Standard Automotive, a tier 1 automotive supplier, where he evaluates and implements software solutions. Equivest Financial Advisors LLC provides personalized financial planning and discretionary portfolio management for individuals, high-net-worth clients, trusts, estates, and small businesses. The firm uses a goals-based, core-and-satellite investment approach emphasizing globally diversified, low-cost ETFs and selected stocks, managing client accounts on a discretionary basis through a limited set of model portfolios.

David Patterson is a CFP® professional with 16 years of industry experience and has been with Patterson Advisors, LLC since 2005. Based in Waterford, MI, he is part of a two-advisor firm focused on comprehensive financial planning and investment analysis. Patterson Advisors serves individual investors, including high-net-worth clients and family trust beneficiaries, offering tailored services such as goal-based planning, investment recommendations, and ongoing financial support. The firm employs a disciplined, asset-allocation approach using diversified portfolios and maintains a fee-for-service model without discretionary trading authority.

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.

Corey Wangler is a Series 65 licensed advisor with eight years of industry experience. He is currently with Paragon Investing, LLC, where he has worked since 2021. His prior experience includes roles at Sunpointe, LLC and Mercer Investment Consulting, LLC. Wangler also serves as a committee member on the investment committee of Sunpointe LLC. Paragon Investing provides investment advisory and financial planning services to individuals, high net worth clients, businesses, and other investment advisers. The firm offers tailored investment approaches including discretionary and non-discretionary managed accounts, utilizing asset allocation, fundamental and technical analysis, and a variety of investment vehicles.

John Somerville is a CFP® with four years of experience at Somerville Associates and ten years at Creative Edge Partners, LLC, a marketing and advertising agency where he serves as president and owner. His responsibilities at Creative Edge Partners include client management, graphic design, website development, video production, digital advertising, and strategic marketing planning. Somerville Associates serves individual and high-net-worth clients, trusts, estates, charitable institutions, and business entities with investment supervisory services and comprehensive financial planning. The firm employs fundamental analysis to identify investments with moderate valuations for potential appreciation and provides ongoing portfolio monitoring and formal semi-annual reviews.

Phillip Putney is a financial advisor with AFS Wealth Management, LLC, holding the PFS™ designation and Series 63 license, with 16 years of industry experience. He previously worked at Brookstone Capital Management LLC for two years before joining AFS Wealth Management in 2017. Outside of his advisory role, he owns and operates several non-investment businesses, including a certified public accounting firm and tax planning services. AFS Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and small businesses, providing discretionary portfolio management and financial planning. The firm integrates investment advisory services with affiliated tax and insurance businesses, constructing individualized portfolios using a combination of asset allocation and various analytical approaches.

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.

Stacy Starr is a CFP® and holds a Series 65 license with three years of industry experience. She has worked at Old Oak Financial Planning, Inc. since 2022 and previously spent eight years at Quicken Loans. Old Oak Financial Planning, Inc. serves individual and high-net-worth clients with comprehensive financial planning and ongoing investment management. The firm employs a holistic, asset-allocation driven approach using fundamental and technical analysis, offering both discretionary and non-discretionary engagements with no account minimums.

Vikas Arora is a financial advisor at Kava Financial LLC with a Series 65 designation and one year of experience in advisory services. Prior to his current role, he has worked at General Motors since 2016. Kava Financial LLC provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, emphasizing documented client goals and a diversified investment process that incorporates multiple analysis methods and both long- and short-term strategies. The firm offers educational seminars and requires clients to use Fidelity Brokerage Services LLC as custodian.

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.

Haryanto Sastro is a financial advisor with Safe Future Wealth Partners LLC in Novi, MI, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. He has been with Safe Future Wealth Partners since 2021 and previously worked at Aegis Wealth Management, Inc. and Aegis Financial, where he serves as Regional Vice President. Safe Future Wealth Partners provides ongoing portfolio management and financial planning for individual clients, often referring to unaffiliated third-party advisers for discretionary management. The firm uses model allocations and third-party portfolios for implementation and offers both discretionary and non-discretionary arrangements while also providing insurance products through an affiliated agency separately from advisory services.