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.

Paul Huebner is a financial advisor with Park Investments and Consulting LLC in Grosse Pointe Farms, MI. He holds Series 65 and Series 66 licenses and has 16 years of industry experience, including 14 years at Pointe Capital Management LLC. Park Investments & Consulting is an independent, fee-only registered investment adviser that provides comprehensive wealth management and consultation services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based, strategic asset allocation approach with a long-term orientation and emphasizes active client participation in defining investment objectives and risk tolerance.

Anthony Desantis is the sole advisor at Affluent Solutions, LLC, an independent firm based in Beverly Hills, Michigan. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 15 years of industry experience. He has been with Affluent Solutions since 2001. Affluent Solutions serves individual and high-net-worth clients, typically requiring a minimum investment of $25,000. The firm provides investor coaching, financial planning, and advisory services, operating as a co-advisor that refers assets to an unaffiliated SEC-registered money manager who implements investment decisions and maintains custody.

Herbert Glass is the principal of Glass Retirement Strategies, Inc. in Bingham Farms, MI, with 14 years of industry experience. He holds the ChFC® and Series 63 designations and has been with his current firm since 2009. Outside of investment advisory, he is involved in pension setup and administrative services as well as insurance product sales. Glass Retirement Strategies primarily advises pension, profit-sharing, and 401(k) plans and offers the SEI Asset Allocation Program to high-net-worth individuals, trusts, and institutional clients. The firm focuses on an asset-allocation approach and provides services largely on a non-discretionary basis, combining retirement plan consulting, administration, and participant education.

Mena Ghattas is a financial advisor with Henchmen Partners in Troy, MI, holding a Series 65 designation and two years of industry experience. He has worked at Henchmen Partners since 2022 and concurrently serves as a Senior Manager at Niterra, an automotive supplier. Henchmen Partners provides ongoing portfolio management to individual clients, including high-net-worth individuals, tailoring Investment Policy Statements to clients’ goals and risk tolerances. The firm’s investment approach combines fundamental analysis with long-term trading and options strategies across various asset classes, operating primarily with discretionary trading authority.

Roger Steed is the sole advisor at KRS Capital Management, LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has led KRS Capital Management since 2007. KRS Capital Management offers investment management and project-based financial planning to individuals, high-net-worth clients, pension plans, trusts, estates, and business or charitable entities. The firm employs a tailored approach using asset allocation and a combination of fundamental, technical, and cyclical analysis, and provides clients with a weekly market commentary and periodic newsletter.

Elisha Krohner is the sole advisor at Efficient Planning Solutions LLC in Oak Park, MI, holding a Series 65 designation with five years of industry experience. Prior to founding the firm in 2021, Krohner spent 11 years at Beth Medrash Govoha. Efficient Planning Solutions LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm employs an evidence-based investment approach focused on strategic asset allocation and global diversification, typically utilizing passively managed mutual funds and ETFs alongside fixed-income securities.

Dan Barish is a financial advisor at DIB Investment Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lasalle St. Securities since 2004. In addition to his advisory role, he maintains an unrelated business interest outside of investment management. DIB Investment Management LLC provides non-discretionary investment management to individuals, trusts, and investment companies through formula-driven model equity strategies focused on growth or value. The firm builds portfolios primarily from individual equities and offers ongoing consultation services while clients retain control over trade execution.

Terry Maxwell is the sole advisor at Maxwell Investment Advisory Services, an independent firm based in Troy, MI. He holds Series 63 and Series 65 designations and has 30 years of industry experience, having led his advisory practice since 1985. Maxwell Investment Advisory Services provides ongoing investment advice, trade execution, performance monitoring, and portfolio management for individual and high-net-worth clients. The firm emphasizes diversification and low-cost investing using no-load mutual funds and ETFs, tailoring allocations based on risk tolerance and conducting at least annual reviews.

Thomas Campbell is the sole advisor at Pointe Equity Partners LLC, an independent registered investment adviser based in Grosse Pointe Farms, MI. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Campbell has worked at J.W. Cole Financial, Inc. since 2008 and has been operating Campbell Financial Services since 1994. Pointe Equity Partners manages approximately $15 million for about 20 individual clients, providing portfolio management and financial planning services. The firm employs an individualized investment process tailored to each client’s objectives and risk tolerance, with Campbell serving as the primary contact for all client matters.

Antonio Stokes is the principal of Antonio Stokes Advisors and holds a Series 66 designation with 14 years of industry experience. His work history includes roles at Avantax Wealth Management and Goldstar Mortgage Financial. Outside of financial advising, he is the owner of Michigan Golf Tour Inc. and teaches golf at Southfield Christian School. Antonio Stokes Advisors provides asset management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor investment programs, with a focus on both discretionary and non-discretionary portfolio management and pension/ERISA plan services.

Brian Middaugh is a financial advisor at Sea Suite Financial LLC in Redford, MI, holding Series 65 and Series 66 licenses with three years of industry experience. Prior to founding Sea Suite Financial in 2025, he was involved with BoxIncluded L.L.C., an art business specializing in creating art with lasers and wood. He has also worked in community health and county government roles. Sea Suite Financial provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and nonprofit organizations. The firm employs a short-term focused investment approach using low-cost mutual funds, ETFs, individual stocks, bonds, and CDs, and uniquely serves institutional clients including businesses and nonprofits.

Satish Dharwadkar is a financial advisor at Mangotree Capital, LLC, holding a Series 66 designation with 21 years of industry experience. He has been with Mangotree Capital since 2012. Mangotree Capital provides discretionary portfolio management, ERISA plan advisory, and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm manages approximately $38.9 million on a discretionary basis and uses in-house model portfolios that combine active and passive strategies, including long–short and options trading, tailored to clients’ risk profiles and objectives.

Michael Nummer is a CFP® with 32 years of industry experience, currently serving as the sole advisor at Mcn Investment Management Co. He previously worked at Commonwealth Financial Network and Wells Fargo Advisors Financial Network, LLC. Outside of financial advising, he owns a vehicle parts business and is involved in cattle ownership and sales. Mcn Investment Management Co. provides discretionary portfolio management and retirement plan consulting to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm uses proprietary model portfolios and fundamental analysis for investment decisions, offering non-ERISA retirement plan consulting services that are uncommon among similar-sized firms.

Lance Turner is a financial advisor at Anomaly Advisors with 10 years of industry experience. He holds a Series 66 designation and has operated his own financial services firm since 2015. In addition to his advisory work, he maintains active insurance and real estate licenses used solely for educational and advisory purposes. Anomaly Advisors provides financial planning, investment consultation, and portfolio management services to individuals, high-net-worth clients, and small businesses, emphasizing a Modern Portfolio Theory-based approach with diversified, tax-efficient, low-cost investments and periodic rebalancing. The firm also offers educational workshops and facilitates implementation through recommended custodians and sub-advisors.

Leyland Lindie Jr. is a financial advisor at Christ Capital Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Foguth Financial Group and Alight Financial Solutions. Prior to his advisory career, Lindie had roles across financial services and legislative support. Christ Capital Advisors provides discretionary portfolio management, financial planning, and qualified retirement-plan advisory services to individuals, corporations, and other businesses. The firm employs a multi-strategy investment approach focused on long-term asymmetric appreciation, uncorrelated returns, and capital preservation, utilizing ETFs, direct indexing, tax-loss harvesting, and outside manager recommendations.

Raja Elachkar is the sole advisor at RK Asset Management, an independent firm based in Grosse Point, MI. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Elachkar has been with RK Asset Management since 1996. RK Asset Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as state and municipal entities. The firm also serves as a sub-adviser to larger broker-dealers and manages concentrated equity portfolios using a bottom-up, fundamental analysis approach focused on long-term capital appreciation.

Nagi Reddy Nallavelli is a financial advisor with Birmingham Capital LLC, holding Series 63 and Series 65 designations and over 22 years of industry experience. He previously worked at J.P. Morgan Private Bank and Securities, Cetera Advisor Networks, and Voya Financial Advisors. Nallavelli serves as Managing Director and Head of the Private Client Group at Birmingham Capital and its DBA, Supreme Alliance LLC. Birmingham Capital provides discretionary investment management, wealth management, and financial planning services to a diverse client base, including pension plans, trusts, municipalities, and individuals. The firm offers ERISA 3(38) fiduciary services and employs a long-term, ETF- and mutual fund-based investment approach, with a focus on selecting and overseeing unaffiliated independent managers.

Dwight Labadie, Jr is a financial advisor at Griffon Investment Advisors Incorporated with 15 years of industry experience. He holds a Series 65 designation and has worked at Griffon Investment Advisors since 2017, following a 19-year tenure at Griffon Capital Management. Outside of his advisory role, he teaches at 160 Driving Academy in Plant City, Florida. Griffon Investment Advisors, Inc. provides discretionary portfolio management to individuals and various institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term investment horizon, combining quantitative and qualitative equity analysis with socially responsible criteria, and offers a balanced strategy featuring a 60/40 equity-to-bond allocation. Its small, relationship-oriented structure is notable for accepting institutional mandates and coordinating with clients’ other advisors on trust and estate matters.

Shawn Mueller is a financial advisor at Mueller Asset Management with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Wells Fargo Advisors, and AE Wealth Management. In addition to his advisory role, he is involved in insurance and annuity sales through Mueller Retirement Planning. Mueller Asset Management provides portfolio management and prepares individualized Investment Policy Statements for individuals and high-net-worth clients across a broad range of securities. The firm uses a combination of analytical approaches and implements long-term trading alongside options strategies, typically seeking discretionary trading authority and conducting regular client reviews.