John Herbert is a CFP® professional with 11 years of industry experience. He is currently with Bowline Financial, LLC, where he has worked since 2020, following roles at MML Investors Services, Mass Mutual, and Axa Advisors. Herbert is independently licensed to sell insurance products. Bowline Financial serves individuals, business entities, trusts, estates, charitable organizations, and qualified retirement plans. The firm offers comprehensive financial planning and investment management using a strategic asset-allocation framework tailored to clients’ risk tolerance and objectives, with access to a range of investment vehicles including cryptocurrencies and structured notes.

Logan Bauer is a Series 65-licensed financial advisor with Paragon Retirement Planning, Inc. in Troy, MI, with one year of industry experience. His prior roles include positions at Foguth Wealth Management, Comerica Bank, and Raymond James. Paragon Retirement Planning serves individual and high-net-worth clients, offering comprehensive and single-issue financial planning with a minimum account size generally required. The firm employs a model portfolio strategy approach using unaffiliated sub-advisors for portfolio management while maintaining responsibility for client relationships and reviews.

Suzanne Antonelli is a CFP® professional with 15 years of experience in financial advising. She has worked with Sigma Investment Counselors for six years before founding Antonelli Financial Advisors, LLC, where she has been advising clients for nine years. Antonelli Financial Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a modern portfolio theory approach to build globally diversified portfolios and customizes financial planning services according to client needs, managing approximately $229 million across 189 client relationships.

Donald McLeod is a financial advisor with Royal Oak Wealth Advisors LLC, holding Series 63 and Series 65 designations and over 57 years of industry experience. He has held various roles at firms including Alpha Asset Advisors LLC, Geneos Wealth Management Inc, and his own businesses such as The McLeod Group Inc and McLeod Financial Services Inc. Outside of his advisory work, McLeod owns and operates several non-investment related businesses that provide employee benefit services and fixed insurance agency representation. Alpha Asset Advisors primarily serves individual clients through a sub-advisory model, managing discretionary accounts identified by unaffiliated primary advisers. The firm employs a rules-based dividend-growth investment strategy with a long-term holding focus and conducts semiannual account reviews while relying on primary advisers for client suitability updates.

Robert Sinnaeve is a financial advisor with SS&H Financial Advisors, Inc., holding a Series 65 designation and 16 years of industry experience. He has been with SS&H Financial Advisors since 1992. SS&H Financial Advisors, Inc. is an independently owned SEC-registered investment adviser that provides portfolio management and financial advisory services to individuals, trusts, charitable organizations, and foundations, typically serving clients with a minimum of $350,000 in investable assets. The firm emphasizes realistic investment objectives and risk management, utilizing both fundamental and technical analysis across a broad range of publicly traded securities.

Ryan Malloch is a financial advisor at Third Sigma Investment Advisors LLC with 26 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Cetera Advisors LLC and M1 Capital Management. In addition to his advisory roles, he teaches financial education classes as adjunct faculty at Macomb Community College. Third Sigma serves individuals, trusts, estates, charitable organizations, corporations, and pension plans, providing discretionary portfolio management and comprehensive financial planning. The firm utilizes a diversified asset allocation strategy combining active managers with low-cost mutual funds and ETFs, and typically manages portfolios on a discretionary basis with an emphasis on cost-effective implementation and systematic rebalancing.

James Westwood is a financial advisor at Royal Oak Wealth Advisors LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Royal Oak Financial Advisors, WFG Investments, Capital Asset Advisory Services, Alpha Asset Advisors, and Wells Fargo Clearing. Westwood is also a trustee of the Skala Irrevocable Life Insurance Trust. Alpha Asset Advisors primarily serves individual clients through a sub-advisory model, managing discretionary accounts identified by unaffiliated primary advisers. The firm employs a rules-based dividend-growth strategy focused on stocks with a history of increasing payouts and conducts semiannual account reviews.

Antonio De Sano is a CFP® with 14 years of industry experience, currently serving as a financial professional at Third Sigma Investment Advisors LLC. His prior roles include positions at M1 Wealth Advisors, Cetera Investment Advisers LLC, Ameriprise Financial Services, Royal Alliance Associates Inc, and UBS Financial Services Inc. He is also active with M1 Wealth Advisors in a financial services capacity. Third Sigma Investment Advisors LLC provides discretionary portfolio management and investment consulting to individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm emphasizes cost-effective implementation using a combination of active managers and low-cost mutual funds and ETFs, with a focus on tax-efficient transitions and customized asset allocation.

Paul Erickson is a financial advisor at Royal Oak Wealth Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Royal Oak Financial Advisors, Alpha Asset Advisors, Capital Asset Advisory Services, and Wells Fargo Clearing. Erickson is co-owner of Alpha Asset Advisors and also acts as a licensed independent insurance agent. Alpha Asset Advisors primarily serves individual clients through a sub-advisory model, managing approximately $13.1 million in discretionary assets as of early 2026. The firm employs a rules-based dividend-growth strategy focused on stocks with a history of increasing payouts and conducts semiannual account reviews while relying on primary advisers for client suitability information.

Charles O'Connor is a financial advisor with O'Connor Financial Group, LLC in Royal Oak, MI, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial and O'Connor Financial Group since 2010. Outside of advisory work, he is a licensed notary. O'Connor Financial Group provides investment management and financial consulting to individuals, trusts, estates, charitable organizations, and retirement and business entities. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis, offers both discretionary and non-discretionary management, and employs option strategies alongside equity and fixed-income allocations.

Joshua Miller is a financial advisor at Savings Coach, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC, Advantasure, Beaumont Health, and Centria Healthcare. He is also a licensed insurance agent, though he does not spend time on insurance activities during trading or non-trading hours. Savings Coach, LLC provides investment advisory, financial planning, and behavioral coaching primarily to beginning savers and clients aged 20 to 50. The firm emphasizes individualized asset allocation with a focus on value, safety, quality, and risk control, offering both discretionary portfolio management and non-discretionary coaching services.

Charles O'Connor is a financial advisor with O'Connor Financial Group, LLC in Royal Oak, Michigan. He holds a Series 66 designation and has 18 years of industry experience. O'Connor has been with his current firm since 2011 and also maintains an affiliation with LPL Financial LLC. In addition to his advisory work, he is a licensed notary. O'Connor Financial Group, LLC provides investment management and financial consulting services to individuals, trusts, estates, charitable organizations, and retirement and business entities. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis, implements option strategies, and conducts ongoing portfolio monitoring with at least quarterly reviews.

Kevin Weingarden is a Series 65-licensed advisor with four years of experience at Wittenberg Investments Inc. and his own accounting firm, Kevin Weingarden CPA LLC. He previously spent 14 years at Einstandig, Kline, & Meehan, LLP. 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 focuses on fundamental analysis and offers services such as investment policy statement creation, portfolio monitoring, and ERISA-consistent pension consulting.

John Dyer is a financial advisor at Royal Oak Wealth Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Alpha Asset Advisors, LLC, Royal Oak Financial Advisors, LLC, Key Management Group, and Ameriprise Financial Services, Inc. He is also a licensed insurance agent. Alpha Asset Advisors primarily serves individual clients through a sub-advisory model, managing discretionary accounts for unaffiliated primary advisers. The firm employs a rules-based dividend-growth investment strategy with a long-term holding horizon.

Jacob Smith is a financial advisor with Third Sigma Investment Advisors LLC and holds a Series 66 license. He has two years of industry experience and previously worked at Thrivent Financial, Ally Bank, and Ford Motor Credit Company. Smith serves as a board member for Teen HYPE, a Detroit-area nonprofit focused on youth education and leadership development. Third Sigma Investment Advisors LLC provides discretionary portfolio management and investment consulting to individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm uses a combination of active and passive investments with a focus on tax-efficient, customized asset allocation, managing primarily larger and institutional accounts on a discretionary, fee-only basis.

Miles Jamieson is a financial advisor at Daniel Investment Group Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at Commonwealth Financial Network as well as roles in academic institutions including Wayne State University and Davidson College. Daniel Investment Group provides discretionary asset management and financial planning services to individuals, qualified retirement plans, and charitable organizations. The firm manages approximately $210 million in assets with a small advisory team and employs a fee-oriented, fiduciary approach that emphasizes cost sensitivity and individualized planning.

Austin Cavanaugh is a financial advisor at Paragon Investing, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Paragon Investing, he worked for Prospect Capital Restaurants and Little Caesars Enterprises. Paragon Investing provides discretionary and non-discretionary portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, businesses, and other investment advisers. The firm’s investment approach includes customized asset allocation using fundamental and technical analysis, ETF and mutual fund selection, and both long- and short-term strategies, with a primary goal of preserving purchasing power over the long term.

Theresa Collins is a financial advisor at Paragon Retirement Planning, Inc. in Troy, MI, holding a Series 65 designation with two years of industry experience. She has worked at Paragon Retirement Planning since 2022 and has prior experience at Financial Services of America from 2006 to 2017. Outside of her advisory role, Collins acts as an independent insurance agent. Paragon Retirement Planning serves individual and high-net-worth clients, offering comprehensive and single-issue financial planning and consulting with a typical account minimum of $100,000. The firm’s investment approach utilizes model portfolios managed by unaffiliated sub-advisors, focusing on asset allocation while retaining responsibility for client relationships and periodic reviews.

Darren Brennan is a CFP® with 13 years of industry experience, currently serving as an advisor at Lakeshore Financial Planning Inc. He previously worked at Kaydan Wealth Management, Inc. for nine years and has experience with Raymond James Financial Services, Mercer Global Advisors, and Equitable Advisors. Outside of his advisory role, he is a licensed insurance agent. Lakeshore Financial Planning Inc. manages discretionary portfolios and provides financial planning to individuals, charitable organizations, and investment clubs. The firm uses diversified, client-specific model portfolios and employs both fundamental and technical analysis to guide investment strategies.

Scott Salaske is a financial advisor at FirstMetric, LLC with eight years of industry experience. He holds a Series 65 credential and has been with FirstMetric since 2017. Prior to this, he took a planned break from the industry between 2015 and 2017. FirstMetric serves individuals, trusts, foundations, estates, business entities, qualified retirement plans, and charitable organizations by providing discretionary investment advisory and portfolio management alongside financial planning and legacy securities transition guidance. The firm employs a passive, asset-class investment approach using low-cost index mutual funds and ETFs, emphasizing long-term, buy-and-hold strategies with integrated tax-aware practices.