Kenneth Schroeder is a financial advisor with Estate Performance Advisors L.L.C. in Brighton, MI, holding a Series 65 credential and bringing eight years of industry experience. Prior to joining Estate Performance Advisors in 2019, he worked at Questar Asset Management, Inc. from 2017 to 2019. Outside of his advisory role, Schroeder serves as president of two insurance-related businesses, Estate Preservation Agency, Inc. and Golden Age Marketing, Inc. Estate Performance Advisors L.L.C. provides discretionary investment management primarily through SEI Investments’ model portfolios and mutual fund solutions, serving clients with over $30 million in assets under management. The firm offers financial planning and consulting services while overseeing client accounts within SEI’s platform.

Erin Preston is a CFP® professional with 16 years of industry experience, serving clients at Patterson Advisors since 2005. She operates within a small, two-advisor firm based in Waterford, MI. Patterson Advisors provides comprehensive financial planning and investment analysis to individual investors, including high-net-worth clients and trustees or beneficiaries of family trusts. The firm employs a goal-based planning approach and a broadly diversified asset allocation methodology, focusing on no-load mutual funds, ETFs, and other low-cost investment vehicles.

Nicholas Goode is a financial advisor at Altar Rock with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, Vantage Point Planning, and the Center For Wealth Planning Advisors. He is also the president of Renewable Woods LLC, a non-investment-related business. Altar Rock primarily serves high-net-worth individuals, families, and trusts, offering discretionary portfolio management and financial planning. The firm employs a combined qualitative and quantitative investment approach overseen by an Investment Committee, focusing on asset allocation, tax-aware construction, and manager selection, with regular portfolio reviews.

Peter Mendler is a financial advisor at Raider Dennis Agency with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Avenue Securities, AE Wealth Management, Global Financial Private Capital, and GF Investment Services. Mendler is a vice president and 50% owner of Raider Dennis Agency, where he is involved in sales and management. Raider Dennis Agency provides investment advisory services to individual and high-net-worth clients, focusing on asset management through model portfolios on a sponsored wrap-fee platform. The firm uses cyclical analysis and third-party model managers via AE Wealth’s platform, primarily managing accounts on a non-discretionary basis while maintaining active insurance brokerage and broker-dealer affiliations.

Andrew Perri is a financial advisor at Pinnacle Wealth Management, Inc. in Brighton, MI, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Pinnacle Wealth Management since 2007. In addition to his advisory role, he owns and operates Pinnacle Tax Advisory, LLC, where he provides tax preparation, planning, and consultation services. Pinnacle Wealth Management, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, 401(k) plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and pension consulting through discretionary and non-discretionary services, using a tiered planning approach and client education programs.

Mark Garbacik is a CFP® professional with 16 years of experience in financial advising. He has been with Old Oak Financial Planning, Inc. since 2005. The firm serves individual and high-net-worth clients with comprehensive financial planning, ongoing investment management, and focused modular planning engagements. Old Oak’s investment approach is holistic and asset-allocation driven, utilizing fundamental and technical analysis to manage portfolios primarily with mutual funds, ETFs, and individual stocks and bonds.

Mitchell De Brincat is a financial advisor at Ecos Wealth Advisors with a Series 65 credential and no prior industry experience. His background includes roles at Saginaw Valley State University and Farm Bureau. Ecos Wealth Advisors offers investment advisory and financial planning services to individual clients—including high-net-worth households—as well as to employer-sponsored retirement plans and business entities. The firm employs customized, long-term investment strategies supported by fundamental, quantitative, technical, and modern portfolio theory approaches.

Kristine Sherwood is a ChFC® at Rachor Investment Advisory Services, LLC with 6 years of industry experience. She has been with Rachor Investment Advisory Services since 2009. Rachor Investment Advisory Services serves individual and high-net-worth clients, trusts, qualified retirement plans, charitable organizations, and privately held businesses, managing approximately $205 million in discretionary assets. The firm offers portfolio management through diversified and concentrated strategies, financial planning, and plan-level fiduciary services, and is notable for its Michigan public accounting firm license and integration of accounting support within its advisory services.

Stuart Raider is a ChFC® credentialed financial advisor with 40 years of experience, currently serving at Raider Dennis Agency in Farmington, MI. He has held positions at Madison Avenue Securities, AE Wealth Management, and Global Financial Private Capital. Raider is also president of the Michigan Jewish Sports Foundation, a philanthropic organization. Raider Dennis Agency provides investment advisory services to individual and high-net-worth clients, managing portfolios primarily on a non-discretionary basis using model portfolios through AE Wealth’s platform. The firm combines investment advisory with active insurance brokerage and life-settlement facilitation.

Tod Fisher is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Rachor Investment Advisory Services, LLC since 2007. Outside of his advisory role, he is a general partner and drummer in a band called After It All. Rachor Investment Advisory Services manages approximately $205 million in discretionary assets for individual and high-net-worth clients, trusts, qualified retirement plans, charitable organizations, and privately held businesses. The firm offers portfolio management through diversified and concentrated strategies, financial planning, and fiduciary services, supported by its unique combination of investment management and limited accounting capabilities through CPA leadership.

Hunter Fougner is a financial advisor at Ecos Wealth Advisors in Clarkston, MI, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Hantz Financial Services Inc. and Whirlpool Corporation. Ecos Wealth Advisors provides investment advisory and financial planning services to individual clients, employer-sponsored retirement plans, and business entities. The firm employs long-term, discretionary strategies tailored to client goals and conducts ongoing portfolio management and comprehensive financial planning.

Paul Day is a financial advisor at Pinnacle Wealth Management, Inc. in Brighton, MI, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Thrivent Financial. Pinnacle Wealth Management serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate entities, managing approximately $118 million in discretionary assets. The firm offers tiered financial planning and portfolio management services, including both discretionary and non-discretionary options, and provides adult education retirement classes alongside other advisory consulting services.

Randolph Redmond is a financial advisor at RHL Group, LLC with 33 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at RHL Group since 2009, with a ten-year tenure at Cambridge Investment Research Advisors prior to his current role. Outside of his advisory work, he owns Organized Legacy Program, LLC, which organizes clients’ post-death wishes into comprehensive summary books. RHL Group, LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, pension plans, charities, and business entities. The firm employs a long-term investment approach that integrates fundamental, quantitative, and modern portfolio theory to build diversified portfolios and offers discretionary and non-discretionary portfolio management alongside specialized consulting services.

Joseph Uppleger IV is a financial advisor with Safe Future Wealth Partners LLC based in Novi, Michigan. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked at Aegis Wealth Management, Inc. and has experience in other sectors including security and logistics services. Safe Future Wealth Partners serves individual clients with portfolio management and financial planning, often referring clients to unaffiliated third-party advisers for discretionary management. The firm uses Investment Policy Statements and model portfolios as part of its implementation, generally relying on third-party managers for trade execution and portfolio management.

Edward Somerville is a financial advisor with Somerville Associates in West Bloomfield, MI, holding a Series 65 designation and 15 years of industry experience. He has been with Somerville Associates since 1998, a small firm with two advisors. Somerville Associates serves individual and high-net-worth clients, trusts, estates, charitable institutions, and business entities, offering comprehensive investment supervisory services and financial planning. The firm employs fundamental analysis to identify investments with moderate valuations and manages portfolios on both discretionary and non-discretionary bases.

Eve Gaiser is a financial advisor with Pinnacle Wealth Management, Inc. in Brighton, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Pinnacle Wealth Management and Berthel Fisher & Company Financial Services since 2013. In addition to her advisory work, she is also a licensed insurance agent, selling life and fixed insurance products. Pinnacle Wealth Management advises individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and pension consulting through a tiered planning process, with services ranging from investment audits to tax and estate planning, and provides client education and wrap fee programs.

Michael Lebowski is a financial advisor at Oikonomos Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and operates an accounting firm, Michael Lebowski PLLC, where he is a licensed Certified Public Accountant. Additionally, he is a licensed real estate agent affiliated with National Realty Centers and holds a life insurance producer license. Oikonomos Asset Management provides portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals. The firm employs a range of investment strategies and typically seeks discretionary authority to manage client portfolios under a fiduciary standard.

Paul Puro is a financial advisor at RHL Group, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Cambridge Investment Research Advisors, Inc. for ten years. Outside of his advisory role, Paul is an independent insurance agent representing various companies and owns Puro Financial Services, LLC. RHL Group, LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charities, and business entities. The firm employs a long-term investment approach using fundamental, quantitative, and modern portfolio theory to build diversified portfolios, offering both discretionary and non-discretionary management along with retirement-plan consulting and specialized product management.

Thomas Norris is a financial advisor at NFI Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with NFI Advisors since 2004. He is also the owner and president of Norris Financial, an accounting and tax consulting firm. NFI Advisors is a small SEC-registered firm serving individual clients, trusts, estates, and private investment funds. The firm offers discretionary portfolio management with tailored investment strategies, including an options-based Hedge Strategies program for accredited investors and management of multiple private funds.

David Robertson is a financial advisor with The Financial Center, LLC in Novi, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been associated with The Financial Center since 2001 and has worked with Cambridge Investment Research since 2008. Outside of his advisory work, he operates as an independent insurance agent for various companies. The Financial Center provides fee-based financial planning, consultations, and educational seminars to individuals, high-net-worth clients, corporations, charitable organizations, estates, and trusts. The firm delivers tailored long-term financial plans and project-based advice without exercising investment discretion, relying on third-party affiliates for implementation and portfolio management.