Xenia Woltmann is a financial advisor with Rochester Wealth Strategies, LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Her prior roles include positions at CITIZENS Bank and PNC Investments, with a long tenure at PNC Bank. Outside of financial services, she is co-owner of RX Holdings LLC, which focuses on deliveries and market testing for merchants, as well as being involved in the sales of apparel and jewelry. Rochester Wealth Strategies provides wealth management and comprehensive financial planning to individuals, trusts, and institutional sponsors, utilizing a planning-centric investment process with primarily ETF-based portfolios tailored to client needs. The firm offers a range of services including discretionary and non-discretionary investment management, pension consulting, and support for donor-advised funds and annuities.

Jeremy Kaplan is a CFP®-certified financial advisor with two years of industry experience, currently associated with Oxford Harriman Private Wealth Management in Bloomfield Hills, MI. His prior roles include positions at Lincoln Investment and Thurston Springer Financial. Outside of advisory work, he has provided consulting services to an e-commerce company focused on product initiatives. Oxford Harriman Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm employs a tailored, multi-asset investment approach that includes a variety of securities and alternative investments, utilizing third-party managers and platform services for execution and custody.

Nickolas Daniels is a Series 65-licensed advisor with Trinity Wealth Solutions LLC, where he has worked since 2026. He also maintains a legal practice through the Law Office of Nickolas Daniels, PLC, active since 2009. Trinity Wealth Solutions is a state-registered independent advisory firm serving individuals, families, trusts, estates, and retirement-plan participants. The firm manages approximately $53 million across 100 clients and offers wealth management, retirement and estate planning, comprehensive financial planning, and income tax planning and preparation as distinct services.

Dominic Garcia is a financial advisor at Rochester Wealth Strategies, LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for 11 years and Private Advisor Group, LLC for one year. Rochester Wealth Strategies provides wealth management and comprehensive financial planning services to individuals, trusts, and institutional sponsors. The firm employs a planning-centric investment approach focused on strategic, primarily ETF-based portfolios tailored to clients’ risk tolerance and liquidity needs, and offers additional services including pension consulting and donor-advised fund support.

Jacob Corey is a financial advisor at Retirement Resources, LLC with a Series 65 designation and two years of industry experience. He has previously worked at State Farm and Chase Bank. Retirement Resources, LLC provides financial planning and asset management services focused on retirement income planning, managing approximately $166 million in client assets through discretionary portfolio management and a combination of fundamental, technical, and charting analyses. The firm also offers educational newsletters and free workshops to clients and prospects.

David Petoskey is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes multiple roles at LPL Financial and leadership positions at Wealthcare Advisory Partners and Wealth Management Services, LLC. He serves on the Financial Sustainability Committee for Bloomfield Township and is a notary. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, using a goals-based planning process supported by proprietary software and an evidence-based investment framework that incorporates behavioral economics.

Jeffrey Kaplan is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Oxford Harriman Private Wealth Management and has previously worked at Lincoln Investment and Thurston Springer Financial. Kaplan is also involved in estate planning through a family LLC and serves as a trustee on various matters. Oxford Harriman Private Wealth Management is an SEC-registered firm that serves individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm uses a tailored, multi-asset investment approach with continuous monitoring, offering a range of services from asset management to financial planning and retirement consulting.

David Boike is a Series 65 licensed financial advisor with 16 years of industry experience, currently serving at Retirement Resources, LLC since 2009. He previously worked at Global Financial Private Capital, LLC for one year. In addition to his advisory role, he is a licensed insurance agent, allocating about 20% of his time to this activity. Retirement Resources, LLC is a small advisory team specializing in retirement income planning, providing financial planning and asset management services to individual clients. The firm employs a combination of fundamental, technical, and charting analysis in discretionary portfolio management and offers educational newsletters and free workshops.

Christopher Emde is a financial advisor with Emde Wealth Management LLC in Bloomfield Hills, MI, holding a Series 66 designation and 19 years of industry experience. He has been with Emde Wealth Management and Regulus, LLC since 2016. Outside of advisory services, he is a licensed insurance agent selling health and life insurance as well as fixed annuities. Emde Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and other business entities, managing approximately $45 million across 75 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting, employing individualized asset-allocation strategies that include U.S. and international equities, fixed income, ETFs, mutual funds, alternative investments, and private placements.

Richard Russo II is a CFP® professional with eight years of industry experience, currently serving as an advisor at Freedom Formula Wealth Management. His prior experience includes roles at Just West Inc. and Russo Insurance Agency. Freedom Formula Wealth Management provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and charting analysis to implement client-specific asset allocation, with regular portfolio reviews and monthly written plan updates for financial planning clients.

Sarah Fletcher is a financial advisor at Team Covert, LLC with two years of industry experience. She holds a Series 65 designation and has worked at several firms including Merrill Lynch and Barnett Financial & Tax, Inc. Outside of advising, she is also licensed to sell insurance products. Team Covert, LLC serves individual and high-net-worth clients by providing portfolio management, comprehensive financial planning, and targeted financial consulting. The firm customizes portfolios using model strategies and a recommended sub-adviser for trading, while also offering integrated tax and insurance services through affiliated entities.

Brian Stone is a Series 66-licensed financial advisor with 17 years of industry experience. He has been with Greystone Financial Group, LLC since 2020 and previously worked at Polaris Greystone Financial Group, LLC from 2015 to 2020. Greystone Financial Group serves individual and high-net-worth clients, pension and profit-sharing plans, and other businesses by providing discretionary and non-discretionary investment management, financial planning, and pension consulting services. The firm employs a tactical investment approach that combines fundamental and technical analysis with active portfolio adjustments aimed at managing downside risk and pursuing risk-adjusted returns across various asset classes.

Shane Kinney is a financial advisor at EPI Financial Group with a Series 66 designation and two years of industry experience. His prior roles include work at Hantz Financial Services and operating an entertainment business, Beyond the Score, where he creates and produces content for a monetized YouTube channel. He is also involved with EPI Protection, LLC as an insurance agent. EPI Financial Group provides investment advisory and financial planning services primarily to non-high-net-worth individual households, charitable organizations, and business entities. The firm uses a sub-adviser platform for discretionary portfolio management and offers ongoing financial planning without a planning fee, integrating insurance services through its affiliated insurance agents.

Nicholas Loberg is a financial advisor with Greystone Financial Group, LLC, holding Series 63 and Series 65 designations and eight years of industry experience. He has previously worked at Concorde Investment Services, Concorde Asset Management, Spectrum Financial Resources, and other firms. In addition to advisory work, he serves as Director of Brokerage Operations and Operations Manager for related Concorde entities. Greystone Financial Group manages approximately $495 million in assets for individual clients, high-net-worth households, businesses, and retirement plans. The firm employs a tactical investment approach that adjusts portfolio weightings based on market conditions using a combination of fundamental, technical, and macroeconomic analysis.

Scott Goldberg is a financial advisor at Oxford Harriman Private Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Equity Planning Group, Inc. for 26 years. In addition to his advisory role, he is independently licensed as a mortgage loan officer. Oxford Harriman Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm offers a tailored, multi-asset investment approach, comprehensive portfolio management, financial planning, and consulting services, utilizing third-party managers and custodial platforms for execution and administration.

Ryan Riker is a financial advisor at EPI Financial Group in Troy, MI, holding Series 65 and Series 63 licenses with 10 years of industry experience. His work history includes roles at Prudential Insurance Company of America and ABG Portfolio Strategies, Inc. In addition to advisory services, he dedicates approximately half of his time to insurance sales and services through EPI Protection, LLC. EPI Financial Group serves individuals, charitable organizations, and business entities, focusing primarily on non-high-net-worth households. The firm provides discretionary portfolio management via sub-advisers and offers ongoing financial planning without a planning fee, utilizing both fundamental and technical analysis in its investment approach.

Branden Carney is a CFP® with 8 years of industry experience, currently serving as an advisor at Melone Private Wealth, LLC since 2020. His prior roles include positions at Portfolio Solutions LLC, Fratarcangeli Wealth Management, State Farm Insurance, and Plante Moran Financial Advisors. In addition to his advisory work, he engages in insurance sales. Melone Private Wealth, LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by providing customized investment advisory and financial planning services. The firm constructs portfolios blending active and passive strategies, primarily using ETFs, mutual funds, closed-end funds, and municipal securities, with a focus on long-term investment horizons and discretionary asset management.

Eric Hornyak is a financial advisor with Emde Wealth Management LLC in Bloomfield Hills, MI, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. He has previously worked at Aurora Securities, Secure Investors Group, Secure Asset Management, LLC, and continues to own Hornyak Financial Group, which provides life, health, property, and casualty insurance sales and service. Emde Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and other business entities, managing approximately $45 million across about 75 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting, employing individualized asset-allocation strategies that may include U.S. and international equities, fixed income, ETFs, mutual funds, alternative investments, and private placements.

Scott Nicholson is a financial advisor at Advize Wealth Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Calder Capital, Blue Water Asset Management, Benchmark Mortgage, Redfield Financial Group, and Invest Financial Corporation. He is also licensed to sell life and health insurance and may engage in related product sales with clients. Advize Wealth Management advises individuals, high-net-worth clients, and employer plan sponsors, offering wealth management, investment management, and financial planning services. The firm emphasizes strategic and tactical asset allocation with a focus on passive investing, utilizing outside managers and technology-enabled platforms such as Betterment for Advisors and Altruist to implement client strategies.

Paul Compeau is a CFP® with eight years of industry experience and is the principal advisor at Bridgewise Wealth Management. His prior roles include positions at Guardian Pointe Private Wealth Management and various Bridgewise-affiliated entities. He serves as Chapter President of the nonprofit American Financial Education Alliance, where he teaches financial planning classes and provides public education. Bridgewise Wealth Management serves individual and high-net-worth clients, trusts, nonprofits, corporations, and retirement plans, offering comprehensive financial planning, discretionary investment management, and consulting services. The firm employs a combination of fundamental, technical, cyclical, and charting analysis, utilizing both active and passive strategies, and manages accounts primarily on a discretionary basis with ongoing portfolio oversight.