Michael Reiterman is a CFP®-certified financial advisor at Kaydan Wealth Management, Inc. in Fenton, MI, with one year of industry experience. Prior to joining Kaydan, he worked at LPL Financial LLC for three years and has held various roles at Michigan State University. Kaydan Wealth Management serves individual and high-net-worth clients with personalized wealth management and discretionary investment management, combining comprehensive financial planning with portfolio oversight. The firm’s investment approach is grounded in fundamental analysis and emphasizes collaboration with clients’ other advisers.

Brian Lakkides is a financial advisor at Financial Freedom House with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cygnet Financial Planning, Inc. (dba Financial Freedom House) since 2010 and at Triad Advisors, Inc. from 2005 to 2016. He serves as president of Fiduciary Firewall Consulting, Inc., providing ERISA compliance and consulting services, and is a board member and instructor at the Cygnet Institute of Personal Financial Literacy, a nonprofit organization offering financial education. Additionally, he officiates USSF sanctioned youth and adult soccer matches as a Grade 7 referee. Financial Freedom House offers investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, and qualified retirement plan sponsors. The firm uses a fiduciary approach with strategic asset allocation primarily through ETFs and passively managed funds, employing tools like Monte Carlo simulation and ongoing financial plan modeling to assess goal probabilities.

James Barrett is a financial advisor with Acorn Wealth Advisors, LLC in Grand Blanc, MI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Acorn Wealth Advisors since 2014 and previously worked at Purshe Kaplan Sterling Investments from 2014 to 2018. He holds a long-term care insurance license. Acorn Wealth Advisors provides investment advisory and financial planning services to private clients and institutional entities, tailoring portfolios to clients’ objectives, tax considerations, and risk tolerances. The firm employs a variety of investment strategies and platforms, including discretionary and non-discretionary management, third-party managers, and automated ETF portfolios through Betterment.

James Kruzan is a CFP® with 43 years of industry experience, currently serving at Kaydan Wealth Management, Inc. He has worked with Raymond James Financial Services Advisors since 2009 and has been involved with Kaydan Wealth Management since 2005. Kruzan is also the owner of Asset & Risk Management, Inc., a support company based in Fenton, MI. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm’s investment approach emphasizes fundamental analysis and individualized portfolio construction, offering both modeled and customized strategies implemented on a discretionary basis.

Adam Smart is a Series 65-licensed advisor at Verde Capital Management, Inc. in Clarkston, MI, with six years at the firm and a total of three years of industry experience. Prior to joining Verde, he worked at Ralco Industries for six years. Outside of his advisory role, he serves as secretary of the Pontiac Community Foundation, chairs the development committee at Central Detroit Christian, and is a leadership team member at the Church of The Holy Redeemer. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses by providing investment management, fiduciary services for qualified retirement plans, and financial planning. The firm employs a combined fundamental and technical analysis investment approach with diversified fund menus and may use derivatives and synthetic strategies to manage exposure or enhance portfolio efficiency.

Brian Mcisaac is a financial advisor with Financial Freedom House in Waterford, MI, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He previously worked for Munder Capital Management | Victory Capital for 20 years before joining Financial Freedom House, where he has been since 2020. Financial Freedom House serves individuals, high-net-worth clients, and qualified retirement plan sponsors with investment advisory, portfolio management, and financial planning services. The firm employs a fiduciary-based approach focused on Modern Portfolio Theory and strategic asset allocation using primarily ETFs, no-load index funds, and passively managed institutional funds.

Mathew Britt is a financial advisor at Kaydan Wealth Management, Inc. with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Raymond James Financial Services and Asset & Risk Management. From 2017 to 2019, he was involved with Hikestyle LLC. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm’s investment approach emphasizes fundamental analysis and individualized portfolio construction, offering both modeled and customized strategies implemented on a discretionary basis.

Hannah Bennett is a financial advisor with Verde Capital Management, Inc. She holds the Series 66 designation and has one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank and J.P. Morgan Securities. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses. The firm combines fundamental and technical analysis in its investment process and offers a range of services including discretionary and non-discretionary management, 401(k) advisory, tax preparation, and financial coaching programs.

Aaron Cary is a financial advisor at Financial Freedom House with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Financial Freedom House since 2012, including a period affiliated with Triad Advisors. He is also appointed as an insurance agent, soliciting life, disability, and fixed annuity products. Financial Freedom House provides investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, and qualified retirement plan sponsors. The firm employs a fiduciary investment approach centered on Modern Portfolio Theory, strategic asset allocation using ETFs and index funds, and uses Monte Carlo simulation and ongoing financial-plan modeling to assess goal probabilities.

Benjamin Foor is a financial advisor at Verde Capital Management, Inc. in Clarkston, MI, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Verde Capital Management, he worked at The Budd Group and Jackson National Life Distributors LLC. He has been involved in a small exterior lighting business, which he is currently winding down to service past customers on a limited basis without new sales. Verde Capital Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses, offering investment management, fiduciary services for qualified retirement plans, and financial planning. The firm combines fundamental and technical analysis, employs diversified fund menus and synthetic strategies, and provides both discretionary and non-discretionary management along with educational seminars and multi-tiered financial coaching programs.

Todd Tarantino is a CFP® with 19 years of industry experience, currently serving as an advisor at Acorn Wealth Advisors, LLC since 2014. He holds a Series 63 license and is also licensed to sell life, disability, annuities, and long-term care insurance through Ash Brokerage. Acorn Wealth Advisors provides investment advisory and financial planning services to private clients and institutional entities, tailoring portfolios based on client objectives, risk tolerance, and tax considerations. The firm utilizes a variety of investment strategies and platforms, including discretionary and non-discretionary asset management, and offers access to third-party programs such as Betterment and American Funds.

Morgan Cinader is a financial advisor with Verde Capital Management, Inc., holding a Series 65 designation and one year of industry experience. Prior to joining Verde Capital Management, Morgan worked at Michigan State University College of Human Medicine and Hope College. Outside of finance, Morgan teaches barre fitness classes at Pure Barre Clarkston. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses, offering investment management, fiduciary services for qualified retirement plans, and financial planning. The firm’s investment approach integrates fundamental and technical analysis with diversified asset allocation and uses both discretionary and non-discretionary management strategies.

Carl Szasz is a financial advisor at Verde Capital Management, Inc. with 17 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Verde Capital Management since 2008. Outside of his advisory role, Mr. Szasz owns and manages Verde Real Estate and is a partner in Narrin Farms, LLC, a lakefront horse farm. He also serves as President of the Starbluff Homeowner's Association and manages Millpond Bed and Breakfast, an Airbnb rental property. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses by providing investment management, fiduciary services, and financial planning. The firm employs a blend of fundamental and technical analysis, offers diversified fund menus, and uses synthetic instruments as part of its investment approach.

Eric Tomaszewski is a Series 66-licensed financial advisor with 14 years of industry experience, currently serving at Verde Capital Management, Inc. since 2013. He contributes to the Index Cooperative, a decentralized community focused on developing and promoting crypto structured tokens, assisting their institutional business team and broader community. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses, offering investment management, fiduciary services for qualified retirement plans, and financial planning. The firm employs a combination of fundamental and technical analysis with diversified fund menus and may use derivatives and synthetic strategies to manage portfolio exposure and efficiency.

Jennifer Slater is a CFP® professional with 15 years of experience in financial advising. She has worked at Kaydan Wealth Management, Inc. since 2018 and previously held roles at Raymond James Financial Services Advisors and Shard Financial. She is also a licensed insurance agent. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm uses fundamental analysis and individualized portfolio construction with both modeled and customized strategies implemented on a discretionary basis.

Keenan Casey is a CFP® with nine years of industry experience, currently serving as an investment advisor representative at Boldin Advisors and Core Planning, LLC. He has worked at firms including Facet Wealth and USAA in various financial planning roles. Mr. Casey divides his time evenly between both firms. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on retirement guidance and investment consultations. The firm employs Modern Portfolio Theory to build diversified portfolios using low-cost index funds and ETFs, operating as a fee-only adviser without discretionary authority over client accounts.

Theodore Lakkides is a CFP® with 44 years of experience in financial planning. He has been with Financial Freedom House since 1982, including its predecessor entities, and previously worked at Triad Advisors, Inc. He serves as president, board member, and instructor for the Cygnet Institute of Personal Financial Literacy, a nonprofit organization providing financial education workshops and seminars. Financial Freedom House offers investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, and qualified retirement plan sponsors. The firm employs a fiduciary approach with strategic asset allocation based on Modern Portfolio Theory, using primarily ETFs and no-load index funds.

Chase Poulson is a financial advisor at Kaydan Wealth Management, Inc. with a Series 65 credential and two years of industry experience. Prior to joining Kaydan Wealth Management in 2024, he worked at Northwestern Mutual and has experience in education from Northwood University and Fenton High School. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm’s investment approach emphasizes fundamental analysis and individualized portfolio construction, offering both modeled and customized strategies implemented on a discretionary basis.

Matthew Hart is a financial advisor at Verde Capital Management, Inc. in Clarkston, MI, holding a Series 66 designation with five years of industry experience. His prior roles include positions at CG Advisory Services, Evangelista & Associates, and Geneos Wealth Management. Verde Capital Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses, offering investment management, fiduciary services for retirement plans, and financial planning. The firm employs a combined fundamental and technical analysis approach with diversified fund menus and may use derivatives and synthetic strategies to manage portfolio exposure and efficiency.

Noah Morgan is a CFP® professional with 18 years of experience in the financial industry. He is currently with Acorn Wealth Advisors, LLC, where he has worked since 2014, and previously worked at Purshe Kaplan Sterling Investments from 2014 to 2018. Outside of his advisory role, Morgan owns and operates Ark Tax Service, providing tax preparation and bookkeeping services, and holds an Enrolled Agent designation. Acorn Wealth Advisors offers investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies tailored to client objectives, utilizing mutual funds, ETFs, equities, fixed income, and options strategies, and provides access to third-party programs including an automated TAMP through Betterment.