Donald McLeod is a financial advisor at Royal Oak Wealth Advisors LLC with 57 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms, including Alpha Asset Advisors LLC and Geneos Wealth Management Inc. He is also president and owner of The McLeod Group Inc, which provides employee benefit services separate from investment advisory activities. 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 consistent dividend increases and conducts semiannual account reviews.

Shane Kinney is a financial advisor at EPI Financial Group with a Series 66 designation and two years of industry experience. His prior roles include work at Hantz Financial Services and operating an entertainment business, Beyond the Score, where he creates and produces content for a monetized YouTube channel. He is also involved with EPI Protection, LLC as an insurance agent. EPI Financial Group provides investment advisory and financial planning services primarily to non-high-net-worth individual households, charitable organizations, and business entities. The firm uses a sub-adviser platform for discretionary portfolio management and offers ongoing financial planning without a planning fee, integrating insurance services through its affiliated insurance agents.

Robert Sinnaeve is a Series 65-licensed advisor with SS&H Financial Advisors, Inc. in Troy, MI, where he has worked since 1992, totaling 34 years with the firm and 15 years of industry experience. SS&H Financial Advisors is an SEC-registered independent investment adviser serving individuals, trusts, charitable organizations, and foundations with portfolios of at least $350,000. The firm manages approximately $347 million across 249 accounts, using a combination of fundamental and technical analysis alongside macroeconomic monitoring to guide security selection, emphasizing risk management and asset protection.

Ryan Riker is a financial advisor with EPI Financial Group in Troy, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Alliance Benefit Group of Michigan. He is also engaged in insurance sales and services through EPI Protection, LLC, an insurance agency where he spends a significant portion of his time. EPI Financial Group provides investment advisory and financial planning services primarily to non‑high‑net‑worth individuals, charitable organizations, and business entities. The firm implements client investment programs via a sub‑adviser platform and offers discretionary portfolio management alongside free ongoing financial planning and consulting.

Ryan Malloch is a financial advisor at Third Sigma Investment Advisors LLC with 26 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Cetera Advisors LLC and M1 Capital Management. In addition to his advisory roles, he teaches financial education classes as adjunct faculty at Macomb Community College. Third Sigma serves individuals, trusts, estates, charitable organizations, corporations, and pension plans, providing discretionary portfolio management and comprehensive financial planning. The firm utilizes a diversified asset allocation strategy combining active managers with low-cost mutual funds and ETFs, and typically manages portfolios on a discretionary basis with an emphasis on cost-effective implementation and systematic rebalancing.

James Westwood is a financial advisor at Royal Oak Wealth Advisors LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Royal Oak Financial Advisors, WFG Investments, Capital Asset Advisory Services, Alpha Asset Advisors, and Wells Fargo Clearing. Westwood is also a trustee of the Skala Irrevocable Life Insurance Trust. 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 a history of increasing payouts and conducts semiannual account reviews.

Paul Compeau is a CFP® with eight years of industry experience and is the principal advisor at Bridgewise Wealth Management. His prior roles include positions at Guardian Pointe Private Wealth Management and various Bridgewise-affiliated entities. He serves as Chapter President of the nonprofit American Financial Education Alliance, where he teaches financial planning classes and provides public education. Bridgewise Wealth Management serves individual and high-net-worth clients, trusts, nonprofits, corporations, and retirement plans, offering comprehensive financial planning, discretionary investment management, and consulting services. The firm employs a combination of fundamental, technical, cyclical, and charting analysis, utilizing both active and passive strategies, and manages accounts primarily on a discretionary basis with ongoing portfolio oversight.

John Benedict is a financial advisor at J2 Capital Management, Inc. in Troy, Michigan, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J2 Capital Management since 2010, with prior experience at Alpha Cubed Investments LLC and Node AI, Inc. He is a 50% shareholder of J2 Capital Management and serves as Chief Investment Officer and in client relationship management. J2 Capital Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as corporations and other investment advisers. The firm uses a combination of charting, fundamental, technical, and cyclical analysis, incorporating artificial intelligence tools subject to human review, and offers subadvisory strategies that extend its client base beyond typical retail investors.

Antonio De Sano is a CFP® with 14 years of industry experience, currently serving as a financial professional at Third Sigma Investment Advisors LLC. His prior roles include positions at M1 Wealth Advisors, Cetera Investment Advisers LLC, Ameriprise Financial Services, Royal Alliance Associates Inc, and UBS Financial Services Inc. He is also active with M1 Wealth Advisors in a financial services capacity. Third Sigma Investment Advisors LLC provides discretionary portfolio management and investment consulting to individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm emphasizes cost-effective implementation using a combination of active managers and low-cost mutual funds and ETFs, with a focus on tax-efficient transitions and customized asset allocation.

Paul Erickson is a financial advisor at Royal Oak Wealth Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Royal Oak Financial Advisors, Alpha Asset Advisors, Capital Asset Advisory Services, and Wells Fargo Clearing. Erickson is co-owner of Alpha Asset Advisors and also acts as a licensed independent insurance agent. Alpha Asset Advisors primarily serves individual clients through a sub-advisory model, managing approximately $13.1 million in discretionary assets as of early 2026. The firm employs a rules-based dividend-growth strategy focused on stocks with a history of increasing payouts and conducts semiannual account reviews while relying on primary advisers for client suitability information.

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.

Joshua Miller is a financial advisor at Savings Coach, LLC with two years of industry experience. He previously worked at LPL Financial LLC and Advantasure, among other firms. Miller holds the Series 66 designation. Savings Coach, LLC provides investment advisory, financial planning, and behavioral coaching primarily to beginning savers and clients aged 20 to 50. The firm emphasizes individualized asset allocation with a focus on value, safety, quality, and risk control, offering discretionary portfolio management alongside non-discretionary coaching and planning services.

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.

Kevin Weingarden is a Series 65-licensed advisor with four years of experience at Wittenberg Investments Inc. and his own accounting firm, Kevin Weingarden CPA LLC. He previously spent 14 years at Einstandig, Kline, & Meehan, LLP. Wittenberg Investments Inc. provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm focuses on fundamental analysis and offers services such as investment policy statement creation, portfolio monitoring, and ERISA-consistent pension consulting.

John Dyer is a financial advisor at Royal Oak Wealth Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Alpha Asset Advisors, LLC, Royal Oak Financial Advisors, LLC, Key Management Group, and Ameriprise Financial Services, Inc. He is also a licensed insurance agent. Alpha Asset Advisors primarily serves individual clients through a sub-advisory model, managing discretionary accounts for unaffiliated primary advisers. The firm employs a rules-based dividend-growth investment strategy with a long-term holding horizon.

Donald Carnaghi is a financial advisor with Premier Estate Planners, LLC in Clinton Township, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Premier Estate Planners since 2002 and previously at Secure Asset Management, LLC from 2022 to 2025. Carnaghi is also involved with Macomb Marketing LLC and is a licensed insurance agent. Premier Estate Planners advises individuals, trusts, estates, charitable organizations, and business entities, providing wealth management services including portfolio management, third-party adviser selection, and savings plan management. The firm manages both discretionary and non-discretionary accounts and emphasizes model portfolios, often using ETFs, while serving a large client base with a small advisory team.

Thomas Mazza is a financial advisor with Premier Estate Planners, LLC in Clinton Township, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Premier Estate Planners since 2002 and previously at Secure Asset Management, LLC. Mazza is also a licensed insurance agent and involved with Macomb Marketing LLC. Premier Estate Planners serves individuals, trusts, estates, charitable organizations, and business entities by providing wealth management services including portfolio management, third-party adviser selection, and modular financial planning. The firm manages both discretionary and non-discretionary accounts and employs model portfolios, often using ETFs, while overseeing more than $226 million in client assets.

Jacob Smith is a financial advisor with Third Sigma Investment Advisors LLC and holds a Series 66 license. He has two years of industry experience and previously worked at Thrivent Financial, Ally Bank, and Ford Motor Credit Company. Smith serves as a board member for Teen HYPE, a Detroit-area nonprofit focused on youth education and leadership development. Third Sigma Investment Advisors LLC provides discretionary portfolio management and investment consulting to individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm uses a combination of active and passive investments with a focus on tax-efficient, customized asset allocation, managing primarily larger and institutional accounts on a discretionary, fee-only basis.

John Salomon Jr. is a CFP® professional with 22 years of experience in the financial industry. He is a principal and part-owner of J2 Capital Management, Inc., where he has worked since 2010, and he also operates Salomon and Associates PLLC, a CPA firm specializing in tax preparation. His prior roles include a position at Alpha Cubed Investments LLC and involvement with Node AI, Inc. Outside of financial advising, he manages tax services through his CPA firm. J2 Capital Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as corporations and other investment advisers. The firm employs a range of analytical methods and incorporates artificial intelligence tools to support compliance and operations, while also offering subadvisory strategies and managing digital-asset accounts.

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.