Rico Camerone is a financial advisor with New Era Investments LLC in Southfield, MI, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. His prior work includes roles at Camerone Wealth Management, Purshe Kaplan Sterling Investments, Capital Analysts, and Lincoln Investment. Outside of advisory work, he owns TheWebTide, a marketing business focused on running campaigns and website maintenance for small businesses. New Era Investments LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, employing a strategy based on modern portfolio theory that includes both long- and short-term trading across various asset classes. The firm also offers discretionary management and utilizes third-party money managers as appropriate.

Haryanto Sastro is a financial advisor with Safe Future Wealth Partners LLC in Novi, MI, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. He has been with Safe Future Wealth Partners since 2021 and previously worked at Aegis Wealth Management, Inc. and Aegis Financial, where he serves as Regional Vice President. Safe Future Wealth Partners provides ongoing portfolio management and financial planning for individual clients, often referring to unaffiliated third-party advisers for discretionary management. The firm uses model allocations and third-party portfolios for implementation and offers both discretionary and non-discretionary arrangements while also providing insurance products through an affiliated agency separately from advisory services.

Dewey Steffen is a financial advisor at Great Lakes Wealth, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments since 2016. Steffen serves on the Board of Trustees for William Beaumont Hospital. Great Lakes Wealth, LLC provides asset management, comprehensive wealth management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, trusts, and employer plan sponsors. The firm uses a tiered service model and employs fundamental, technical, and cyclical analysis to build tailored portfolios that include a variety of investment strategies and asset classes.

James Burns is a CFP® with 12 years of industry experience, currently serving at Ontrack Wealth Management since 2020. His prior experience includes roles at Bank of America, Merrill, and Vintage Financial Services. OnTrack Wealth Management offers financial planning, investment management, retirement plan consulting, and basic personal tax return preparation to individuals, high-net-worth clients, and charitable organizations. The firm combines fundamental and technical analysis, applies Modern Portfolio Theory, and emphasizes passive, low-cost funds to construct client-specific portfolios, typically providing comprehensive planning alongside ongoing portfolio management.

Anthony Mitchell is a Series 65-licensed advisor at Marketocracy Masters Capital Management LLC with four years of industry experience. He has worked at Marketocracy since 2021 and previously held roles at Brown-Forman and Infinium Spirits. Outside of advisory work, he serves as president of Hall of Fame Corp, a technology, finance, and consulting firm, and also leads JGJ Marketing. Marketocracy Masters Capital Management is an internet-based registered investment adviser that uses algorithm-driven portfolio management for individual clients. The firm offers discretionary management of model portfolios through an interactive website and focuses on serving individual investors with low minimums.

Daniel Tacker is a financial advisor at NFI Advisors, Inc. with 15 years of industry experience. He holds the Series 65 designation and has been with NFI Advisors since 1999. NFI Advisors is a small registered investment adviser that provides discretionary portfolio management and assistance selecting other advisers to individuals, trusts, estates, and a private investment fund. The firm focuses on suitability-driven, discretionary management using model portfolios, laddered U.S. Treasury bond allocations, and option writing, and it manages multiple private placement funds for accredited and qualified investors.

Jonathan Thomason is a financial advisor at Agile Wealth Partners with 12 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade Investment Management and Scottrade. Agile Wealth Partners serves individuals, families, closely held businesses, and pension or profit-sharing plans, managing approximately $26 million in client assets. The firm offers comprehensive financial planning, discretionary investment management, and business consulting, using a tactical asset allocation approach combined with fundamental and technical analysis.

Anne Nichols is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Fern Capital Inc. since 2016. She is a board member of the Eagle Capital Growth Fund, a closed-end fund. Fern Capital serves individual and high-net-worth clients with discretionary portfolio management, investment consulting, and qualified plan consulting. The firm focuses on fundamental analysis emphasizing earnings growth and investment-grade, intermediate-term fixed income, managing approximately $71 million across a small client base.

Ian Porzondek is a financial advisor at Affinity Wealth Management, LLC in Plymouth, MI, holding a Series 65 designation. He has experience at Saint Clair Systems and Suburban Ford of Sterling Heights prior to joining Affinity Wealth Management in 2025. Porzondek is also a licensed insurance agent engaged in insurance sales through The Affinity Group of Companies. Affinity Wealth Management provides portfolio management and creates Investment Policy Statements tailored to clients’ goals, time horizons, and risk tolerance. The firm serves individuals and high-net-worth clients, employing a long-term trading approach that integrates charting, fundamental and technical analysis, and modern portfolio theory across a broad investable universe.

Michael Windle II is a financial advisor with Custom Wealth Management, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has held leadership roles in several affiliated firms, including Custom Wealth Solutions, Custom Tax Solutions, and Custom Insurance Solutions. Outside of his financial services work, he is involved with Dark Side of Bricks, a business focused on selling LEGO products. Custom Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, families, and trusts with discretionary investment management, financial planning, and consulting services. The firm uses an active, asset-allocation approach that incorporates fundamental, quantitative, and technical analysis, and it specializes in bank-issued structured notes with downside protection features.

Paige Millikin is a CFP® and holds a Series 65 license with three years of industry experience. She currently works at Sage Wealth Planning, where she has been employed since 2022. Her prior experience includes roles at Advanced Wealth Strategies and Custom Accounting, as well as multiple positions at Central Michigan University. Sage Wealth Planning provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a primarily passive investment approach with diversified portfolios and offers services under ERISA fiduciary standards.

Mark Kidd is a financial advisor at Kidd Financial Planning, LLC with one year of industry experience. He holds the PFS™ designation and has prior experience at Norton & Kidd CPAs PC and Kindlinger & Company PC. In addition to his advisory role, he is a shareholder in a CPA and tax/accounting firm. Kidd Financial Planning, LLC provides investment management, financial planning, and retirement-plan advisory services to individual investors, trusts, charitable organizations, small businesses, and participant-directed retirement plans. The firm’s investment approach focuses on passive, asset-class diversification and long-term buy-and-hold strategies, using mutual funds, ETFs, and third-party managers.

ABOUT THRIVE RETIREMENT SPECIALISTS Standing out from our industry’s b#llsh!t, we introduce a new business model that applies the latest retirement research to deliver “reality-based” retirement planning, representing an evolutionary step forward in how people prepare for and thrive during retirement. We arm you with a framework to make better decisions based on your unique circumstances, enabling you to avoid unnecessary sacrifices symptomatic of following conventional “rules of thumb” intended for the masses. The result is living a more rewarding life optimized for contentment. ThriveRetire is an all-in-one, flat-fee service that includes: • Retirement Planning • Tax Planning • Investment Management • And more! ABOUT MICHAEL NEMICK, CFP® Prior to founding Thrive Retirement Specialists, Mike was a Senior Financial Planner, serving high-net-worth clients and mentoring other financial planners. Mike has guided more than 240 high-net-worth individuals and families with aggregate investable assets of nearly $500 million on all aspects of their financial well-being, including retirement planning, investments, tax planning and preparation, and goal clarification. EDUCATION: • BBA of Personal Financial Planning, Western Michigan University CREDENTIALS: • CERTIFIED FINANICAL PLANNERTM (CFP®)

Eric Daniel is a financial advisor with Daniel Investment Group Inc. in Royal Oak, MI, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Commonwealth Financial Network from 1997 to 2021 and again from 2022 to 2025, alongside his ongoing role at Daniel Investment Group since 1997. Daniel Investment Group Inc. is an SEC-registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs a fee-oriented, fiduciary, and cost-sensitive approach using customizable model portfolios, managing approximately $210 million across about 214 client relationships.

Timothy Hooker is a financial advisor with Dynamic Wealth Solutions LLC in Southfield, MI, holding a Series 65 designation and 11 years of industry experience. He has been involved with Born Free Capital Management L.L.C. since 2014 and has longstanding roles at Wayne State University and St. Mary’s Preparatory. Dynamic Wealth Solutions LLC serves individuals, high-net-worth clients, trusts, estates, foundations, small businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm uses a disciplined, model-based asset allocation approach combined with fundamental security analysis and a proprietary “TREAT” framework, providing services that include option overlay strategies and ERISA plan advisory roles.

William Mack is a Certified Financial Planner® with 16 years of industry experience. He has worked at a mutual fund management company and has been associated with CND Financial since 2008, as well as operating William Mack & Associates, Inc. since 1992. CND Financial is a fee-only registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages individualized portfolios primarily through diversified allocations to no-load mutual funds and ETFs, employing both fundamental and technical analysis with a focus on longer-term holdings.

Brittany Ringo is a Certified Financial Planner (CFP®) with 11 years of industry experience. She has worked at Autumn Financial Advisors, LLC since 2017 and previously was with Buttonwood Financial Advisors and Ringo & Associates, P.C. Certified Public Accountants. Autumn Financial Advisors is a two-advisor state-registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm employs a blend of passive and active strategies informed by quantitative, cyclical, and technical analysis, tailoring portfolios to client objectives and risk tolerances.

Peter Mendler is a financial advisor at Raider Dennis Agency with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Avenue Securities, AE Wealth Management, Global Financial Private Capital, and GF Investment Services. Mendler is a vice president and 50% owner of Raider Dennis Agency, where he is involved in sales and management. Raider Dennis Agency provides investment advisory services to individual and high-net-worth clients, focusing on asset management through model portfolios on a sponsored wrap-fee platform. The firm uses cyclical analysis and third-party model managers via AE Wealth’s platform, primarily managing accounts on a non-discretionary basis while maintaining active insurance brokerage and broker-dealer affiliations.

Donald McLeod is a financial advisor at Alpha Asset Advisors LLC with 57 years of industry experience. He holds Series 65 and Series 63 designations and has worked with several firms including Geneos Wealth Management Inc and The McLeod Group Inc. Outside of his advisory role, he is the owner of The McLeod Group Inc, which provides employee benefit services, and owns The McLeod-Koski Agency Inc, a fixed insurance agency. 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 strategy focused on stocks with strong free cash flow and a history of increasing dividends.

Lisa Camerone is a financial advisor with New Era Investments LLC, holding Series 63 and Series 65 designations and 15 years of industry experience. She has previously worked at Lincoln Investment and Capital Analysts, among other firms. In addition to her advisory role, she is involved in managing insurance agencies offering fixed and traditional insurance products as well as life, health, and disability coverage. New Era Investments LLC provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing modern portfolio theory and a range of investment strategies including mutual funds, ETFs, annuities, private placements, and non-U.S. securities. The firm offers discretionary management and third-party money manager selection, with regular portfolio reviews aligned to client risk tolerance and objectives.