Gaetano Cappelletti is a CFA® charterholder with 15 years of industry experience, currently serving as the sole advisor at Affinity Financial Advisory in Allen Park, MI. He has been with Affinity Financial Advisory since 2005. Affinity Financial Advisory primarily serves individual investors, including high-net-worth clients, as well as businesses and charities, offering discretionary portfolio management alongside comprehensive financial advisory services such as cash-flow planning, tax and estate considerations, and retirement planning. The firm employs a technical analysis-driven investment approach and provides a range of service options tailored to client needs.

Erica Hall is a financial advisor with Erica Hall Wealth Advisors, LLC, located in Southfield, MI. She holds a Series 66 designation and has 15 years of industry experience, having led her own firm since 2010. Erica Hall Wealth Advisors provides financial planning and investment management services to individuals, families, professionals, business owners, trusts, estates, and charitable organizations. The firm uses an active management approach under a fiduciary standard, supported by educational seminars and workshops on topics such as retirement planning and financial basics.

Paul Erickson is a financial advisor with Alpha Asset Advisors LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Alpha Asset Advisors since 2011 and also owns Royal Oak Financial Advisors, where he spends a significant portion of his time. Additionally, he is a licensed independent insurance agent involved in insurance sales on a limited basis. Alpha Asset Advisors primarily serves individual clients through a sub-advisory model, managing discretionary accounts identified by unaffiliated primary advisers. The firm employs a rules-based dividend-growth investment strategy focused on stocks with a history of increasing dividend payouts and conducts semiannual account reviews.

Charles O'Connor is a financial advisor with O'Connor Financial Group, LLC in Royal Oak, MI, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial and O'Connor Financial Group since 2010. Outside of advisory work, he is a licensed notary. O'Connor Financial Group provides investment management and financial consulting to individuals, trusts, estates, charitable organizations, and retirement and business entities. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis, offers both discretionary and non-discretionary management, and employs option strategies alongside equity and fixed-income allocations.

Charles O'Connor is a financial advisor with O'Connor Financial Group, LLC in Royal Oak, Michigan. He holds a Series 66 designation and has 18 years of industry experience. O'Connor has been with his current firm since 2011 and also maintains an affiliation with LPL Financial LLC. In addition to his advisory work, he is a licensed notary. O'Connor Financial Group, LLC provides investment management and financial consulting services to individuals, trusts, estates, charitable organizations, and retirement and business entities. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis, implements option strategies, and conducts ongoing portfolio monitoring with at least quarterly reviews.

Sarah Kleinstiver is a financial advisor at Fairlane Investment Advisors Inc. with 10 years of industry experience. She holds a Series 65 designation and has been with Fairlane since 2007. Fairlane Investment Advisors serves individual and high-net-worth clients with discretionary portfolio management and ongoing consultation. The firm manages employer-sponsored retirement accounts at the participant level and offers written financial planning and limited planning support for asset-management clients. Their investment approach includes model asset-allocation programs tailored to client risk profiles, a Dynamic Tactical Asset Allocation strategy, and a Strategic Equity strategy focused on dividend-paying stocks.

Ronald Doyle is a CFA® charterholder based in Livonia, MI, with eight years of industry experience. He has been with MeadowBrook Investment Advisors LLC since 1999. Outside of his advisory role, he is involved in managing a ski-in/ski-out rental condo in Park City, Utah. MeadowBrook Investment Advisors is an employee-owned firm that provides discretionary portfolio management to individuals, trusts, foundations, and charitable organizations, employing a research-driven approach focused on fundamental analysis, valuation, diversification, and portfolio risk control.

Gary Zarb is a financial advisor with The Wolter Group, Inc. in Livonia, MI, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He previously worked at Advanced Financial Planning from 2002 to 2019 before joining The Wolter Group in 2018. The Wolter Group, Inc. provides customized wealth management and financial planning services to individual and high-net-worth clients. The firm employs a blend of fundamental and technical analysis to implement strategic and tactical asset allocation, tailoring portfolios to client-specific circumstances and managing approximately $50.8 million in discretionary assets.

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.

John Dyer is a financial advisor at Alpha Asset Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Key Management Group and Ameriprise Financial Services, Inc. In addition to his advisory role, he is a licensed insurance agent. Alpha Asset Advisors primarily serves individual clients through a sub-advisory model, managing discretionary accounts identified by unaffiliated primary advisers. The firm uses a rules-based dividend-growth investment strategy focused on stocks that pay dividends from free cash flow with a history of increasing payouts.

Robert Bolden Jr. is an advisor at CIG Asset Management, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Arnold & Mote Wealth Management and PFS Investments. He is also the sole owner and advisor at Bolden Wealth Management, a Registered Investment Advisor. CIG Asset Management provides wealth management, comprehensive financial planning, and discretionary portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a strategic asset allocation approach with both strategic and tactical models, offering diversified exposure across multiple asset classes and managing approximately $192 million in assets under management.

Brandon Klemm is a financial advisor at AFS Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked with AFS Wealth Management since 2020. Prior to that, he was employed at Power Home Remodeling Group for one year. AFS Wealth Management serves individual and high-net-worth clients, trusts, estates, and small businesses by providing discretionary portfolio management and financial planning services. The firm integrates asset allocation, fundamental, quantitative, and technical analysis to create individualized portfolios, while also offering affiliated tax and insurance services.

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.

Kenneth Chaput is a financial advisor at CIG Asset Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with CIG Asset Management since 2013, serving also as the firm’s Chief Compliance Officer. Additionally, he is a 50% owner and vice-president of Northstar Financial Enterprises, a holding company related to a formerly registered broker-dealer and insurance agency. CIG Asset Management provides wealth management, financial planning, and discretionary portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a strategic and dynamic asset allocation approach, incorporates ESG-screened models, and offers diversified investments across multiple asset classes, along with sub-advisory services and management of private pooled investment vehicles.

Miles Jamieson is a financial advisor at Daniel Investment Group Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at Commonwealth Financial Network as well as roles in academic institutions including Wayne State University and Davidson College. Daniel Investment Group provides discretionary asset management and financial planning services to individuals, qualified retirement plans, and charitable organizations. The firm manages approximately $210 million in assets with a small advisory team and employs a fee-oriented, fiduciary approach that emphasizes cost sensitivity and individualized planning.

John Edmonds is a financial advisor at LightSquare Wealth Management, LLC with 18 years of industry experience. He has held positions at Raymond James & Associates Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Edmonds is also the owner of En Passant, LLC and LightSquare Insurance Agency, which facilitates insurance commissions. LightSquare Wealth Management serves individual clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm uses a variety of investment instruments and analytical methods to construct individualized portfolios and provides ongoing monitoring and due diligence on recommended sub-advisors.

Austin Cavanaugh is a financial advisor at Paragon Investing, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Paragon Investing, he worked for Prospect Capital Restaurants and Little Caesars Enterprises. Paragon Investing provides discretionary and non-discretionary portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, businesses, and other investment advisers. The firm’s investment approach includes customized asset allocation using fundamental and technical analysis, ETF and mutual fund selection, and both long- and short-term strategies, with a primary goal of preserving purchasing power over the long term.

Matthew Holody is a financial advisor at Affinity Financial Advisory with 14 years of industry experience. He holds a Series 65 designation and has worked since 2009 as Controller and CPA for Flat Rock Metal Inc., a steel parts manufacturer for the automotive industry, where he manages accounting operations. Affinity Financial Advisory primarily serves individual investors, including high-net-worth clients, as well as businesses and charities. The firm provides discretionary portfolio management and comprehensive financial advisory services, utilizing a technical analysis approach and a three-part client profiling process to guide investment decisions.

Erik Ringo is a CFA® charterholder and holds a Series 65 license, with eight years of industry experience. He has worked at Autumn Financial Advisors, LLC since 2017, following prior roles at Buttonwood Financial Advisors and T. Rowe Price. Autumn Financial Advisors is a small, state-registered firm serving individual and high-net-worth clients through comprehensive financial planning and discretionary investment management. The firm employs a diversified investment process combining active, passive, and quantitative strategies, with portfolios tailored to client-specific investment policy statements.

Joseph Kubic is a financial advisor at Fairlane Investment Advisors Inc with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fairlane since 1984. Fairlane Investment Advisors serves individual investors, including high-net-worth and non-HNW clients, providing discretionary portfolio management and tailored financial planning. The firm employs model asset allocation strategies with individual customization and manages employer retirement plan assets at the participant level.