Gregory Brown is a CFP® and holds a Series 65 license, with 14 years of experience in financial advising. He has been the sole advisor at Pathway Financial Planning, LLC since 2011. Pathway Financial Planning is a fee-only, independent registered investment adviser serving individual clients, including high-net-worth households. The firm offers discretionary portfolio management and comprehensive wealth management services, emphasizing low-cost, tax-aware, evidence-based portfolio construction with a focus on strategic asset allocation across global asset classes.

Devin Bone is the principal and sole advisor at Forsythia Financial in Bloomfield Hills, MI, with three years of experience in financial advising and a Series 65 credential. He is also a partner and 20% owner of the business law firm Paesano Akkashian, PC, where he specializes in commercial litigation, mergers and acquisitions, and securities law matters. Forsythia Financial provides customized investment management, financial planning, and consulting services to individuals, families, trusts, estates, and small businesses. The firm employs a discretionary approach based on proprietary timing, research, and asset allocation methods, and offers a range of services including portfolio management, standalone planning, and educational workshops.

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.

Brian Heal is the principal advisor at Heal Financial LLC in Novi, Michigan, holding Series 63 and Series 65 licenses with 19 years of industry experience. His prior roles include positions at Sports & Entertainment Investment Advisors, The Heal Agency, NYLIFE Securities, PKS Financial Corp, Major League Financial Group, and Woodbury Financial Services. He is also an independent insurance agent. Heal Financial, LLC provides discretionary investment management and financial planning services to individuals, trusts, and pension and profit-sharing plans. The firm employs a model-based approach featuring diversified portfolios, including a specialized Sports & Entertainment model, and integrates both long- and short-term holdings with options strategies.

David Salehi is the principal advisor at Salehi Wealth Management, LLC in Dearborn, MI, with two years of industry experience. He holds a Series 65 credential and previously worked at Blue Chip Partners, LLC. Salehi served at the University of Michigan from 2021 to 2025. Salehi Wealth Management serves individual and high-net-worth clients, managing approximately $15.3 million across about 51 client relationships. The firm combines fundamental and technical analysis within a Modern Portfolio Theory framework, blending passive and active strategies, and may manage alternative investments and held-away accounts. It offers discretionary investment management and integrated financial planning on a fee-only basis.

George Papadopoulos is the sole advisor at George Papadopoulos, CPA/PFS, CFP®, an independent firm based in Ann Arbor, MI. He holds the CFP® designation along with Series 63 and 65 licenses and has 15 years of industry experience. In addition to his advisory work, he contributes original content to financial industry publications and manages an online blog unrelated to finance. The firm provides ongoing wealth management and consultation services primarily to individual clients, including high-net-worth individuals, integrating annual federal and state tax return preparation into its services. The investment approach is based on Modern Portfolio Theory with a focus on strategic, long-term asset allocation using mutual funds and ETFs, and the firm manages accounts on a limited discretionary basis with regular client reviews.

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.

Eric Holmes is the principal of Reliance Capital Holdings, LLC, an independent advisory firm based in Southfield, Michigan. He holds the Series 63 and Series 66 designations and has 20 years of industry experience. In addition to his work in financial advising, Holmes oversees operations for 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 employs a combined fundamental and technical analysis approach to build diversified portfolios and offers ongoing portfolio supervision, including the selection and monitoring 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.

Renee Skiver is the principal advisor at Skiver Investment Services with 29 years of industry experience. She previously worked at Next Financial Group Inc before founding her independent firm in 2018. In addition to her advisory role, she is an independent insurance agent offering life insurance, fixed annuities, long-term care, and property and casualty coverage. Skiver Investment Services is a state-registered independent firm providing discretionary portfolio management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm employs a customized, predominantly long-term investment approach using fundamental, cyclical, and charting analysis to manage portfolios consisting of individual stocks, mutual funds, ETFs, and bonds.

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.

Herbert Glass is the principal of Glass Retirement Strategies, Inc. in Bingham Farms, MI, with 14 years of industry experience. He holds the ChFC® and Series 63 designations and has been with his current firm since 2009. Outside of investment advisory, he is involved in pension setup and administrative services as well as insurance product sales. Glass Retirement Strategies primarily advises pension, profit-sharing, and 401(k) plans and offers the SEI Asset Allocation Program to high-net-worth individuals, trusts, and institutional clients. The firm focuses on an asset-allocation approach and provides services largely on a non-discretionary basis, combining retirement plan consulting, administration, and participant education.

David Brock is the principal advisor at The Brock Group, LLC, an independent registered investment adviser based in Plymouth, Michigan. He holds Series 65 and Series 66 licenses and has 16 years of industry experience. In addition to his work as a financial advisor since 2006, he has been an independent insurance agent selling fixed insurance and annuity products since 2003. The Brock Group serves individuals, trusts, estates, and business entities by providing portfolio management and investment consulting, emphasizing diversification and low-cost mutual funds and index strategies. The firm manages approximately $93.9 million for about 253 clients and combines ongoing management with project-based services.

Elisha Krohner is the sole advisor at Efficient Planning Solutions LLC in Oak Park, MI, holding a Series 65 designation with five years of industry experience. Prior to founding the firm in 2021, Krohner spent 11 years at Beth Medrash Govoha. Efficient Planning Solutions LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm employs an evidence-based investment approach focused on strategic asset allocation and global diversification, typically utilizing passively managed mutual funds and ETFs alongside fixed-income securities.

Kenneth Basel is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Stepping Stone Advisors, LLC since 2018. He previously worked at Charles Schwab & Co., Inc. and concurrently holds a position as a Personal Financial Counselor with the Department of Defense/Office of the Secretary of Defense. Stepping Stone Advisors is a single-advisor firm providing comprehensive financial planning and customized investment management to individuals, families, and high-net-worth clients. The firm emphasizes holistic planning and utilizes a blend of passive management and various analytical methods to guide investment decisions, delivering services through written plans and subscription-based engagements without accepting custody of client assets.

Dan Barish is the sole advisor at DIB Investment Management LLC in Farmington Hills, MI, holding Series 63 and Series 65 licenses with 35 years of industry experience. Since 2004, he has worked with Lasalle St. Securities. In addition to his advisory role, he has an interest in fixed insurance. DIB Investment Management LLC provides non-discretionary investment management to individuals, trusts, and investment companies using formula-driven model equity strategies focused on growth or value. The firm builds portfolios primarily from individual equities and offers ongoing client consultation while maintaining client control over trade execution.

Staying on top of your personal finances can be daunting. I get it. Like everyone else, you have a family, a career, and a half dozen hobbies to which you’d love to devote more time. That’s great! Those are all important things, and you shouldn’t feel guilty about devoting time to those areas of life. But let’s be honest, it’s easy for your finances to get pushed to the background. Who really wants to spend their very limited free time writing out a budget, much less a five-year plan or a list of life goals! Do you feel that even if you had a spare moment to contemplate your financial well-being, you wouldn’t even know where to begin? Perfect! That’s where I come in. I want to help you de-mystify your finances. I want to help you get organized. It IS possible to be at peace with your finances. You don’t have to feel like you’re continuously playing catch-up. Let’s roll up our sleeves together and get started! Why? Because you DO have goals and dreams– and those dreams deserve a fighting chance! Together we’ll use a systematic and comprehensive approach to develop a plan that is completely tailored to you, to your life, and your needs. At Bespoke Planning, my standard of success is simple: to provide a bespoke planning experience that is tailored to each individual client. I’m not a mass market kind of guy. If you’re looking for a mass market experience, or you’re simply looking for an “investment guy,” I’m not it. As a financial planner, I truly love helping clients work through their most difficult financial issues so that they can achieve their goals and live their best life. My wife may think I’m crazy because I spend my free time reading through tax guides and countless blog posts on personal finance– but hey, I love what I do. I feel truly blessed to have found a career about which I am so passionate. I get to see people realize their dreams, mostly by helping them with a lot of the nerdy, nitty-gritty stuff that normal people find to be, quite frankly, super boring. Although the process can be challenging at times, I believe that the results will be richly rewarding! I want to hear you describe your vision of a meaningful life.

David Peters is a financial advisor with Alliance Advisors Wealth Management LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at several firms, including Royal Alliance and Capital Asset Advisory Services, before joining his current firm in 2018. In addition to his advisory role, Mr. Peters is a licensed insurance agent and directs an affiliated insurance business. Alliance Advisors Wealth Management provides discretionary investment management and financial planning services to individual and institutional clients. The firm uses a combination of fundamental and technical analysis and incorporates options strategies for hedging and income, with risk management integrated into portfolio construction and ongoing account reviews.

Antonio Stokes is the principal of Antonio Stokes Advisors and holds a Series 66 designation with 14 years of industry experience. His work history includes roles at Avantax Wealth Management and Goldstar Mortgage Financial. Outside of financial advising, he is the owner of Michigan Golf Tour Inc. and teaches golf at Southfield Christian School. Antonio Stokes Advisors provides asset management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor investment programs, with a focus on both discretionary and non-discretionary portfolio management and pension/ERISA plan services.

Brian Middaugh is a financial advisor at Sea Suite Financial LLC with three years of industry experience. He holds the Series 65 and Series 66 designations. Prior to founding Sea Suite Financial in 2025, he worked at Edward Jones and held roles with Wayne County and Wayne County Healthy Communities. Outside of finance, Middaugh owns an art business focused on creating pieces using lasers and wood. Sea Suite Financial provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and non-profit organizations. The firm uses a short-term focused approach with low-cost mutual funds and ETFs, individual securities, and may incorporate unaffiliated Independent Managers while overseeing due diligence. Its client base uniquely includes institutional clients alongside individual investors.