Anmar Sarafa is a CFA charterholder with 33 years of industry experience and has been with Steward Capital Management since 2000. He is the sole advisor at the firm and holds Series 63 and Series 65 licenses. Outside of his advisory role, Sarafa is the managing member of several entities related to Frankenmuth Brewery, where he oversees strategic investment decisions and capital expenditures. Steward Capital Management is an SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, trusts, and private investment funds. The firm employs a core/satellite Global Diversified Balanced strategy using ETFs and individual securities, and is known for sponsoring private funds and managing affiliated real estate entities.

David Patterson is a CFP® professional with 16 years of industry experience and has been with Patterson Advisors, LLC since 2005. Based in Waterford, MI, he is part of a two-advisor firm focused on comprehensive financial planning and investment analysis. Patterson Advisors serves individual investors, including high-net-worth clients and family trust beneficiaries, offering tailored services such as goal-based planning, investment recommendations, and ongoing financial support. The firm employs a disciplined, asset-allocation approach using diversified portfolios and maintains a fee-for-service model without discretionary trading authority.

Carl Bradley Jr. is a financial advisor at Wittenberg Investments Inc. with one year of industry experience. He holds a Series 65 designation and has worked at the Oakland County Road Commission as an appraiser since 2011. Outside of his advisory role, he is president of Maverick Investments LLC, a real estate investment company. 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 uses fundamental analysis to construct portfolios with a variety of investment vehicles and offers pension consulting with a focus on ERISA compliance.

Sean Ryan is a CFP® professional with eight years of experience, currently serving as an advisor at Moore Financial Strategies, LLC since 2013. He is based in Sylvan Lake, MI, and works alongside one other advisor at the firm. Moore Financial Strategies provides holistic financial planning and advisory services to middle-income individuals and families without minimum asset requirements. The firm employs a tax-aware, goals-driven approach that incorporates public research and client-specific factors to develop non-discretionary, educational advice, primarily delivered through flat-fee retainer engagements.

Tommi Harris is a financial advisor at Ecos Wealth Advisors with 15 years of industry experience. Prior to joining Ecos Wealth Advisors in 2023, Harris worked for Verde Capital Management from 2008 to 2023. Harris is also the president of VERDE Insurance Agency LLC. Ecos Wealth Advisors serves individual clients, including high-net-worth households, employer-sponsored retirement plans, and business entities. The firm provides discretionary portfolio management and comprehensive financial planning, tailoring investment strategies to client goals and conducting ongoing reviews.

Kyle Henris is a CFP® professional with six years of industry experience, currently serving as an advisor at Freedom Formula Wealth Management. His prior experience includes roles at Northwestern Mutual and founding several ventures, including Life Beyond Lattes LLC, an online course business. He is also involved with InvestCEO and Henris Capital LLC. Freedom Formula Wealth Management provides discretionary investment management and comprehensive financial planning for individual and high-net-worth clients, combining fundamental, technical, and charting analysis with both passive and active investment strategies. The firm emphasizes regular portfolio reviews and monthly written updates for financial planning clients.

David Boike is a financial advisor with Retirement Resources, LLC in Auburn Hills, MI. He holds the ChFC® designation and Series 63 license and has 16 years of industry experience. Boike has worked at Global Financial Private Capital, LLC since 2010 and Retirement Resources since 2009. He is also an independent insurance agent, dedicating approximately 20% of his time to this activity. Retirement Resources, LLC primarily serves individual clients with a focus on retirement income planning, providing ongoing asset management, comprehensive and modular financial planning, and consultations for corporate benefit plan sponsors. The firm manages about $143 million for roughly 374 clients and employs a three-advisor team.

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.

Adam Hirzel is a CFP® professional with seven years of industry experience, currently serving as an advisor at Stratus Advisory Group, Inc. since 2013. He has been associated with related entities including Stratus Financial Services Corporation and Stratus Financial Corporation since 2009. Stratus Advisory Group provides tailored financial planning, consulting, and portfolio management services to individual clients—including both high-net-worth and non-high-net-worth households—as well as small to mid-size businesses. The firm employs a fundamental investment approach supplemented by cyclical and technical analysis, and offers both discretionary and non-discretionary account management.

Richard Crandall is a financial advisor with EPI Financial Group in Troy, MI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has held roles at several related entities, including as owner and president of Crandalling, Inc., an insurance sales and services business. Crandall also serves as an independent insurance agent with EPI Protection, LLC. 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 utilizes a sub-adviser platform for discretionary portfolio management and offers ongoing financial planning without a separate planning fee.

Jordan Rosenberg is a financial advisor with Rosenberg Wealth Advisors in Birmingham, MI, holding a Series 66 designation and 15 years of industry experience. He previously worked at Robert Baird & Co. for 15 years before joining Rosenberg Wealth Advisors in 2026. Outside of his advisory role, he is involved as an owner and partner in non-investment business ventures. Rosenberg Wealth Advisors provides discretionary investment management, model-based portfolio management, and financial planning services to individuals, high-net-worth clients, charitable organizations, businesses, and retirement plans. The firm manages approximately $231 million in discretionary assets for around 156 clients, utilizing a mix of low-cost diversified mutual funds and ETFs alongside individual securities and alternative investments, applying fundamental analysis with a long-term focus.

Daniel Chapman Jr. is a financial advisor at Retirement Resources, LLC in Auburn Hills, MI, holding a Series 65 designation with 14 years of industry experience. He has been with Retirement Resources since 2011. Retirement Resources, LLC provides financial planning and ongoing asset management focused on retirement income planning for individual clients. The firm offers discretionary portfolio management using a mix of fundamental, technical, and charting analysis, along with educational newsletters and free workshops.

Robert Stapleton is a financial advisor with M1 Capital Management LLC in Bloomfield Hills, MI, holding a Series 65 credential and 14 years of industry experience. He has been with M1 Capital Management since 2011. Outside of his advisory role, he is a partner in several investment-related partnerships focused on real estate and real estate lending. M1 Capital Management provides discretionary portfolio management and financial and tax planning primarily for individual clients, including many high-net-worth individuals, as well as pension, profit-sharing, charitable, and business clients. The firm emphasizes tactical asset allocation through diversified ETFs and fixed-income strategies, managing approximately $406 million in client assets.

Richard Bone is the principal of Bone Asset Management in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses with 36 years of industry experience. His prior work includes twelve years at Harbor Financial Services, LLC, and over two decades as an insurance non-variable agent. Since 2004, he has been involved with the Detroit Institute of Arts. Bone Asset Management serves individual clients, high-net-worth individuals, families, and related entities, managing approximately $65 million across a few hundred household accounts. The firm provides fee-only financial planning and ongoing portfolio management, combining fundamental, technical, and cyclical analysis with both non-discretionary recommendations and discretionary oversight of third-party sub-advisors.

Amy Mclandress is a financial advisor at Private Wealth Consulting, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Seacrest Wealth Management, LLC since 2014. Private Wealth Consulting provides discretionary asset management and financial planning to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a tailored investment approach combining fundamental, technical, charting, and cyclical analysis, managing approximately $259 million across 140 client relationships.

Neil Davis is a financial advisor with Dynamic Asset Management Group LLC in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Cetera Wealth Services, LLC, Dynamic Asset Management Group, LLC, and Concourse Financial Group Securities Inc. Outside of advisory work, Davis provides consulting services to Socios Holdings on business financials in preparation for a company pre-listing. Dynamic Asset Management Group offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm manages approximately $71 million in assets across about 349 client accounts, utilizing model portfolios based on modern portfolio theory and implementing allocations mainly through mutual funds and ETFs.

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.

Xenia Woltmann is a financial advisor with Rochester Wealth Strategies, LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Her prior roles include positions at CITIZENS Bank and PNC Investments, with a long tenure at PNC Bank. Outside of financial services, she is co-owner of RX Holdings LLC, which focuses on deliveries and market testing for merchants, as well as being involved in the sales of apparel and jewelry. Rochester Wealth Strategies provides wealth management and comprehensive financial planning to individuals, trusts, and institutional sponsors, utilizing a planning-centric investment process with primarily ETF-based portfolios tailored to client needs. The firm offers a range of services including discretionary and non-discretionary investment management, pension consulting, and support for donor-advised funds and annuities.

Peter Hamburger is a financial advisor with Prosperity Wealth Strategies LLC in Bloomfield Hills, MI, holding Series 65 and Series 66 designations and 18 years of industry experience. He previously worked for nine years at J.P. Morgan Chase and its affiliated investment management entities. Prosperity Wealth Strategies is a small discretionary investment adviser serving individual and high-net-worth clients, managing approximately $95 million across 55 client relationships. The firm focuses on ongoing portfolio management and comprehensive financial planning, applying Modern Portfolio Theory with a long-term trading approach and operating under fiduciary standards, primarily using mutual funds, equities, fixed income, and ETFs.

Rocky Istvan is a financial advisor at Daniel Krug & Associates with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with the firm since 2008. His career also includes roles at Global Financial Private Capital, LLC, and G.F. Investment Services, LLC. Daniel Krug & Associates provides investment management and integrated financial planning services primarily to individual and high-net-worth clients, managing approximately $130.9 million across about 218 accounts. The firm uses a wrap-fee platform sponsored by AssetMark and offers ongoing portfolio supervision, educational newsletters, and retirement-focused seminars.