Jody Medford is a CFP® professional with 16 years of industry experience and serves as the sole advisor at Lineguard Investments, LLC. He has been with Lineguard since its founding in 2011. Lineguard Investments provides discretionary investment management and limited financial planning to individuals, high-net-worth clients, trusts, estates, pension plans, corporations, and charitable organizations. The firm focuses on customized portfolios using mutual funds, ETFs, and individual securities, employing a quantitative, income-driven rebalancing strategy while serving a diverse client base that includes charitable organizations.

Peter Kennedy is a CFA® charterholder based in Birmingham, MI, with seven years of experience at Kennedy Investment Counsel LLC and 40 years at Comerica, Inc. He leads Kennedy Investment Counsel LLC, an independent firm specializing in portfolio management for high-net-worth individuals and charitable organizations. The firm creates individualized investment plans and employs a mix of charting, fundamental, quantitative, and technical analysis to build long-term portfolios. Kennedy Investment Counsel maintains a boutique practice with a very small client base, offering highly individualized oversight without using third-party subadvisers or wrap fee programs.

Sevag Vartanian is the sole advisor at Vartanian Capital Management in Novi, MI, holding Series 63 and Series 66 licenses with 26 years of industry experience. Prior to founding his firm in 2019, he worked at Cambridge Investment Research Inc for five years. He is also involved with DGC Leasing, LLC, an equipment leasing business. Vartanian Capital Management provides discretionary and non-discretionary investment management to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs fundamental analysis with a long-term strategy tailored to each client’s financial and tax situation, and is notable for its focus on servicing charitable and private foundations.

David manages the finances for a group of families and business owners in Oakland County, Michigan. His expertise includes investment advisement, risk management, education planning, longevity planning, social security planning, estate planning, tax consultations, life insurance, charitable giving, and Medicare resources. He prioritizes meaningful personal relationships and provides honest advice. David attended Central Michigan University where he earned his Bachelor’s degree majoring in Personal Financial Planning. After graduation, he gained experience working as a financial advisor for two Fortune 500 firms over seven years before opening his independent practice, Deller Wealth Management, in 2018. Clients deserve personalized solutions from professionals they know and trust. David’s focus is getting to know you and your family financially in order to understand your goals. He provides a tailored approach to best meet your financial objectives. David is dedicated to providing the latest technology and resources to his clients in an endeavor to create an ideal client experience. “How can I help? It’s a simple but powerful question. I’d love to hear your story, learn who you are and how I can help.”

Michael Skrzypczak is the sole advisor at Triumph Investment Advisory Group, LLC in Rochester, MI, holding a Series 65 designation with 11 years of industry experience. He has been self-employed since 2010. Triumph Investment Advisory Group provides fee-based investment advisory and money-management services to individuals, high-net-worth clients, trusts, and charitable entities, along with financial and retirement planning. The firm employs a client-focused, value-oriented investment approach and offers educational seminars, regular portfolio reviews, and flexible financial planning options.

Thomas Graber is a CFP® and ChFC® with 35 years of industry experience. He is the principal at Impact Investment Strategies, Inc., an independent firm he has led since 2021. Prior to this, he spent over a decade with Raymond James Financial and operated Impact Benefits, Inc., where he provided non-variable insurance services. Impact Investment Strategies serves individuals, high-net-worth clients, families, and businesses by offering discretionary and non-discretionary investment management, comprehensive financial planning, and qualified retirement plan consulting. The firm uses a proprietary strategic asset-allocation framework and multiple analytical methods to tailor and monitor portfolios, and it provides qualified plan consulting including fiduciary services and educational seminars.

David Cretcher is a financial advisor at Weather Eye Advisors, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked at Castle Tax Defense, Inc. since 2021 alongside his role at Weather Eye Advisors, which he joined in 2012. Weather Eye Advisors provides investment advisory and financial planning services to individuals, families, corporations, and non-U.S. clients. The firm employs an All-Weather, macro-driven investment approach focused on risk management and income-producing instruments, with services that include portfolio management, tax and financial planning, and insurance advice.

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.

Howard Bayliss is a financial advisor at Core Financial Planning in Bloomfield Hills, MI, holding a Series 65 designation with 15 years of industry experience. He has been with Core Financial Planning since 2008. Core Financial Planning is an independent, fee-only fiduciary firm serving individuals, families, trusts, and retirement plan participants through financial and tax planning. The firm emphasizes disciplined asset allocation with a focus on equities, global diversification, and high-quality fixed income, providing tailored investment advice without discretionary management or commission-based products.

Kevin Delaere is a CFP® and PFS™ credentialed financial advisor with 24 years of industry experience. He is the principal of GK Private Wealth Partners LLC, an independent advisory firm he has been with since 2023. Prior to this, he spent 20 years at Linsco/Private Ledger Corp. He is also a shareholder at Groen, Kluka & Company, where he prepares financial statements and tax returns for individuals and small businesses. GK Private Wealth Partners is a fee-only independent firm managing approximately $17 million for around 44 clients. The firm offers discretionary investment management, comprehensive financial planning, and retirement plan consulting for individuals and employer-sponsored plans, often coordinating with outside professionals as needed.

Warren Mcintyre is a CFP® professional with 15 years of industry experience. He has been the sole advisor at Visionquest Financial Planning LLC since 2002. VisionQuest Financial Planning LLC offers project-based financial planning and investment consultation services primarily to individuals and families, as well as to businesses, trusts, estates, and charitable organizations. The firm operates on a non-discretionary, fee-for-service model, emphasizing long-term, fundamental buy-and-hold investment strategies with diversified asset allocation and low-cost mutual funds and ETFs.

John Daniel is the sole advisor at Daniel Investments, Inc. in Troy, Michigan, holding a Series 65 designation with 16 years of industry experience. He has been with Daniel Investments since 1997. Daniel Investments provides discretionary and non-discretionary investment management services to individuals, families, small business owners, and small nonprofit organizations, including endowment funds and foundations. The firm’s investment approach is based on fundamental analysis with a long-term holding orientation and portfolios tailored to clients’ income needs, growth objectives, and risk tolerance.

Michael Miley is a financial advisor with New View Financial, LLC in Auburn Hills, MI, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Sigma Financial Corporation and operated Miley Financial before founding his current firm in 2018. New View Financial is a state-registered, fee-only investment adviser serving individuals, families, trusts, estates, and small businesses. The firm provides personalized investment management and financial consulting, utilizing a range of analytical methods and typically recommending exchange-traded funds and no-load mutual funds, while also accommodating sophisticated strategies such as option contracts.

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.

Carl Gill is a financial advisor with Asset Preservation Capital, LTD in Troy, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with several firms, including Healthview Asset Management, Elevated Performance Investment Group, and his own Asset Preservation Capital entities. In addition to advising, he owns and operates a tax preparation business. Asset Preservation Capital primarily serves individual clients, offering comprehensive financial planning, targeted consulting, and discretionary portfolio management. The firm utilizes customized, asset-allocation driven portfolios and collaborates with third-party advisers, managing approximately $16 million across about 100 client relationships.

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.

Robert Minasian is a financial advisor at Personal Wealth Management, LLC with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Prime Meridian Capital Management, LLC and Novus Investments LLC prior to his current role. Minasian is also involved in providing life insurance and fixed index annuity solutions through independent firms affiliated with his practice. Personal Wealth Management, LLC offers investment supervisory services and financial planning to individuals, business owners, and institutional clients. The firm manages customized portfolios using both fundamental and technical analysis, focusing on long-term holdings with tactical reallocations, and incorporates a range of investment vehicles including ETFs, mutual funds, and insurance products.