David Peters is the principal of Alliance Advisors Wealth Management LLC in Novi, MI, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Regulus Advisors, Regal Investment Advisors, Royal Alliance, Concorde Investment Services, and Capital Asset Advisory Services. In addition to his advisory role, he is the owner and a licensed insurance agent for Alliance Advisors Financial Services LLC, dedicating time to insurance products. Alliance Advisors Wealth Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combination of fundamental and technical analysis with long- and short-term strategies, integrating risk management through diversified allocations and regular account reviews.

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.

Michael Rudy is a CFP® and Series 63-registered financial advisor with 15 years of experience. He has operated Wolakota Financial Advisors since 2006 in Ypsilanti, MI. In addition to financial planning and tax preparation, Rudy provides psychoanalytic psychotherapy focused on money-related issues, a practice he has maintained since 1976. Wolakota Financial Advisors serves individual clients with personal portfolio management and comprehensive financial planning, incorporating fundamental analysis and asset-allocation strategies that consider age, net worth, income, and tax factors. The firm operates as a fee-only, single-advisor practice and offers additional services including tax preparation and psychological counseling.

Richard Griffin Jr. is the principal of Rickstar Financial, LLC, an independent advisory firm based in Ypsilanti, Michigan. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Griffin also engages in insurance sales as a licensed agent. Rickstar Financial provides portfolio management services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a multi-method investment approach incorporating charting, cyclical, fundamental, quantitative, and technical analysis, and it manages accounts with Schwab Institutional while documenting client risk profiles in investment policy statements.

Andrew Chong is a financial advisor at MGC Capital with a Series 65 designation and three years of industry experience. Prior to his current role, he was involved with his own professional dentistry corporation and spent four years at the University of Michigan. MGC Capital is an independent advisory firm that provides portfolio management and investment advisory services to individuals, high-net-worth clients, and business entities. The firm employs a variety of analytical methods and option strategies to tailor portfolios according to each client’s investment policy statement and risk profile.

Jeffrey Guy is a CFP® with 23 years of experience in financial advising. He is the principal of Verdura Wealth Management, LLC, an independent firm he founded in 2023, and has held roles at Veritas Capital Advisors and Kovack Advisors. He also maintains an insurance practice focused on fixed insurance sales. Verdura Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors with discretionary asset management, financial planning, and pension consulting. The firm customizes portfolios based on client objectives and employs multiple analysis techniques, offering specialized ERISA plan services as a limited-scope 3(21) fiduciary.

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.

Pia Bennett is a financial advisor with Select Financial Services Group, Inc. in Ann Arbor, MI. She holds Series 63 and Series 65 designations and has 29 years of industry experience. She has worked at Select Financial Services Group since 2003 and at Commonwealth Equity Services, Inc. since 1999. Outside of her advisory role, she is co-owner of BluePath, LLC, a private entity unrelated to investment activities. Select Financial Services Group, Inc. is a single-advisor independent firm providing comprehensive financial planning to retail and high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on planning services and does not manage client accounts or hold custody of assets, instead using fundamental and technical analysis along with third-party research to support recommendations.

Derek Elleman is a financial advisor at Ridge Investment Advisors with six years of industry experience. He holds a Series 65 designation and has previously worked at Redhawk Wealth Advisors, Bondurant Investment Management, and KW Andersen Investment Group. He is also the managing member of Elleman Investment Management, LLC. Ridge Investment Advisors manages discretionary, actively managed equity and fixed-income portfolios for individuals, trusts, and corporations. The firm uses a fundamentally driven, bottom-up investment approach, focusing on U.S. large-cap equities and investment-grade fixed income, and serves both individual and institutional clients.

Stephen Braun is a Series 65 licensed financial advisor with Liberty Financial Planning, Inc. in Canton, MI, where he has worked since 2002. He has 15 years of industry experience. Outside of his advisory role, he is involved in public speaking through Liberty Family Resources, LLC. Liberty Financial Planning serves individuals and families with comprehensive financial planning and consulting on a fee-only basis. The firm provides asset-allocation advice and specific investment recommendations without discretionary authority or custody of client assets, focusing on low-cost funds and a buy-and-hold strategy.

Christopher Robbins is a financial advisor with Grand Street Wealth Management, LLC in Ann Arbor, MI. He holds a Series 65 designation and has 13 years of industry experience. Robbins has been with Grand Street Wealth Management since 2012 and concurrently works as a pilot for Delta Airlines. Grand Street Wealth Management is a solo independent advisory firm serving individuals and charitable organizations with discretionary wealth management and comprehensive financial planning. The firm follows an investment approach based on peer-reviewed academic research, focusing on long-term holdings and diversified portfolios constructed from documented Investment Policy Statements.

Corey Wangler is a Series 65 licensed financial advisor at Paragon Investing, LLC with seven years of industry experience. His prior roles include positions at Sunpointe, LLC, where he served on the investment committee, and Mercer Investment Consulting, LLC. Paragon Investing provides investment advisory and financial planning services to individuals, high-net-worth clients, other investment advisers, and businesses. The firm tailors advice based on client objectives and employs a range of investment strategies, including asset allocation, fundamental and technical analysis, and the use of both liquid and restricted-access funds.

John Somerville is a CFP® with four years of experience at Somerville Associates and ten years at Creative Edge Partners, LLC, a marketing and advertising agency where he serves as president and owner. His responsibilities at Creative Edge Partners include client management, graphic design, website development, video production, digital advertising, and strategic marketing planning. Somerville Associates serves individual and high-net-worth clients, trusts, estates, charitable institutions, and business entities with investment supervisory services and comprehensive financial planning. The firm employs fundamental analysis to identify investments with moderate valuations for potential appreciation and provides ongoing portfolio monitoring and formal semi-annual reviews.

Phillip Putney is a financial advisor with AFS Wealth Management, LLC, holding the PFS™ designation and Series 63 license, with 16 years of industry experience. He previously worked at Brookstone Capital Management LLC for two years before joining AFS Wealth Management in 2017. Outside of his advisory role, he owns and operates several non-investment businesses, including a certified public accounting firm and tax planning services. AFS Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and small businesses, providing discretionary portfolio management and financial planning. The firm integrates investment advisory services with affiliated tax and insurance businesses, constructing individualized portfolios using a combination of asset allocation and various analytical approaches.

Rico Camerone is a financial advisor with New Era Investments LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 27 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Lincoln Investment, and has been associated with New Era Investments LLC since 1993. Camerone serves on the boards of Haven of Hope and Family Assistance for Renaissance Men, both nonprofit organizations focused on community support. New Era Investments LLC advises individuals and high-net-worth clients with portfolio management and financial planning services, employing a modern portfolio theory-based approach that includes discretionary management and third-party money managers. The firm offers a broad range of investment vehicles and conducts regular account reviews to align portfolios with client objectives.

Douglas Wickham is a financial advisor with Sculati Wealth Management, LLC, holding a Series 65 designation. He has one year of industry experience and previously worked at Huntington National Bank, MRM, ARCH Cutting Tools, Cognizant, Groundspeed Analytics, Consumers Energy, and TechSmith Corporation. Sculati Wealth Management provides personalized financial planning and discretionary wealth management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm operates as a fee-only adviser, combining fundamental, technical, and cyclical analysis in its investment approach while managing approximately $381 million with a compact advisory team.

Breann Mulligan is a financial advisor at Coriander Financial Group LLC with Series 65 registration and one year of industry experience. Prior to joining Coriander Financial Group, she held roles in the beauty and fitness industries. Outside of financial advising, she is affiliated with businesses including London Beauty and Lily Grace. Coriander Financial Group LLC is an independent investment adviser serving individuals, high-net-worth individuals, and trusts with wealth management, financial planning, portfolio management, and tax strategy services. The firm constructs customized long-term portfolios combining passive index ETFs and actively managed securities, offering discretionary management and an integrated tax-strategy practice.

Stacy Starr is a CFP® and holds a Series 65 license with three years of industry experience. She has worked at Old Oak Financial Planning, Inc. since 2022 and previously spent eight years at Quicken Loans. Old Oak Financial Planning, Inc. serves individual and high-net-worth clients with comprehensive financial planning and ongoing investment management. The firm employs a holistic, asset-allocation driven approach using fundamental and technical analysis, offering both discretionary and non-discretionary engagements with no account minimums.

Vikas Arora is a financial advisor at Kava Financial LLC with a Series 65 designation and one year of experience in advisory services. Prior to his current role, he has worked at General Motors since 2016. Kava Financial LLC provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, emphasizing documented client goals and a diversified investment process that incorporates multiple analysis methods and both long- and short-term strategies. The firm offers educational seminars and requires clients to use Fidelity Brokerage Services LLC as custodian.

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.