Thomas Norris is a financial advisor at NFI Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with NFI Advisors since 2004. He is also the owner and president of Norris Financial, an accounting and tax consulting firm. NFI Advisors is a small SEC-registered firm serving individual clients, trusts, estates, and private investment funds. The firm offers discretionary portfolio management with tailored investment strategies, including an options-based Hedge Strategies program for accredited investors and management of multiple private funds.

David Robertson is a financial advisor with The Financial Center, LLC in Novi, MI, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., alongside his longstanding role at The Financial Center. Outside of financial advising, he is an independent insurance agent. The Financial Center serves individuals, businesses, charitable organizations, estates, and trusts by providing fee-based financial planning, consultations, educational seminars, and referrals to third-party advisers. The firm focuses on long-term, tailored financial planning and project-based consultations, with implementation and account management arranged through third-party providers.

Cheri Young is a financial advisor with Forever Young Integrated Wealth in Brighton, MI, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has worked at several firms, including Purshe Kaplan Sterling Investments and Questar Asset Management. Outside of her advisory role, she owns a tax advisory business. Forever Young Integrated Wealth provides discretionary asset management and portfolio management to individuals, high-net-worth clients, and business entities, utilizing a combination of Modern Portfolio Theory and qualitative, quantitative, and risk analysis to tailor strategies. The firm employs SEI-managed account solutions alongside custom portfolios and conducts quarterly reviews with a focus on rebalancing and tax-loss harvesting.

Christopher Burrell is a financial advisor at Estate Performance Advisors L.L.C. in Brighton, MI, holding a Series 65 credential with eight years of industry experience. He has worked at Estate Performance Advisors since 2019 and previously at Questar Asset Management from 2017 to 2019. Outside of advisory roles, he is involved as an insurance agent and vice president in insurance marketing, focusing on agent recruiting and training. Estate Performance Advisors L.L.C. provides discretionary investment management through SEI Investments’ programs, offering financial planning and consulting services primarily to individual investors. The firm uses SEI-developed model portfolios and mutual funds, overseeing account selection and management while partnering with other advisers through tri-party co-advisory arrangements.

Mark Wojno is a financial advisor with Pinnacle Wealth Management, Inc. in Brighton, MI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has also operated his own CPA and tax preparation practice since 1985. Wojno’s outside activities include tax preparation and accounting services under his CPA license. Pinnacle Wealth Management, Inc. serves individual investors, pension and profit-sharing plans, 401(k) plans, charitable organizations, and corporate entities, managing approximately $118 million in discretionary assets. The firm offers customized portfolio management and tiered financial planning packages, along with educational retirement classes and various consulting services.

Eric Solomon is a Series 65-licensed advisor at Safe Future Wealth Partners LLC with one year of industry experience. Before joining Safe Future Wealth Partners, he worked at ERS Financial LLC, Integrated Capital Management, Paragon Retirement Planning, and held a long tenure at Ford Motor from 1989 to 2020. Safe Future Wealth Partners serves individual clients by providing ongoing portfolio management and financial planning, often referring clients to unaffiliated third-party advisers for discretionary management. The firm uses model allocations and third-party portfolios to implement investment strategies and monitors outside managers rather than directly managing client trades.

Matthew Saltzgaber is a financial advisor at Vision Wealth Management, Inc., holding a Series 66 designation with 12 years of industry experience. His career includes roles at LPL Financial, FSC Securities Corp, and ZF TRW Automotive Holdings Corp. He is involved in investment advisory services through Vision Wealth Management, an independent registered investment advisor. Vision Wealth Management serves individuals, corporations, charities, and retirement plans by providing financial planning, portfolio management, and consulting services. The firm utilizes customized portfolios based on model allocations and integrates third-party manager access alongside LPL Financial’s solutions, managing approximately $81 million for over 400 clients.

Daniel Krug is a financial advisor with Daniel Krug & Associates in Clarkston, MI, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at his current firm since 2004 and previously was associated with Global Financial Private Capital, LLC and G.F. Investment Services, LLC. Outside of advising, he serves as a trustee managing trust finances for two non-securities clients. Daniel Krug & Associates serves individual and high-net-worth clients with investment management, financial planning, and insurance product recommendations. The firm uses third-party model portfolios and selected sub-advisers on the AssetMark platform, combining various analytical methods, and also operates as a licensed insurance agency offering insurance and annuity products alongside educational seminars and personalized tax-preparation vouchers for select clients.

David Zoellner Jr is a financial advisor at Z Advisory Innovations with 6 years of industry experience. He holds a Series 66 designation and previously worked at NewBridge Securities Corporation and Valvoline Instant Oil Change. Z Advisory Innovations provides portfolio management and tailored investment services to individuals, high-net-worth clients, and business entities. The firm employs a primarily non-discretionary approach, using tactical asset allocation and fundamental analysis to build and monitor diversified model portfolios that include mutual funds, ETFs (including Bitcoin ETFs), stocks, bonds, options, closed-end funds, and alternative investments.

Alexander Finsterwald is a financial advisor at RHL Group, LLC with one year of industry experience. He holds the Series 65 designation and has worked previously at Acorn Wealth Advisors, LLC, First State Bank, Level One Bank/First Merchants Bank, and Chemical Bank/TCF Bank/Huntington Bank. RHL Group, LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charities, and business entities. The firm employs a long-term investment approach grounded in fundamental, quantitative, and modern portfolio theory to build diversified portfolios tailored to client objectives.

Michael Recchia is a financial advisor at Oikonomos Asset Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Q3 Asset Management Corporation and Hantz Financial Services prior to joining Oikonomos in 2022. Oikonomos Asset Management offers portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals. The firm employs a range of analytical approaches and securities, providing tailored Investment Policy Statements and typically managing accounts on a discretionary basis with a fiduciary standard for retirement assets.

David Zoellner Sr. is a financial advisor at Z Advisory Innovations with 35 years of industry experience. He previously worked at Newbridge Securities Corp. for nine years before joining his current firm. He holds Series 63 and Series 65 licenses. Z Advisory Innovations provides portfolio management and tailored investment services to individuals, high-net-worth clients, and business entities. The firm employs a primarily non-discretionary management approach, using tactical asset allocation and fundamental analysis across a diverse range of investment products, including mutual funds, ETFs, and alternative investments.

Michael Reed is a financial advisor at Nardis Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Fisher Investments, Personal Capital Advisors, and Mainstay Capital Management. Nardis Advisors serves individuals, pension and profit-sharing plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, third-party manager selection, and consulting. The firm customizes portfolios across multiple asset classes, offers socially responsible investment options, and maintains a cross-border operating posture with offices in multiple locations and a notable client base outside the United States.

Nicholas Bour is a financial advisor at Inspire Wealth Advisory LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Brookwood Investment Group and Redwood Private Wealth LLC. In addition to his advisory role, he is active as a licensed insurance producer through Executive Financial Group. Inspire Wealth Advisory LLC provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) services for individuals, trusts, business owners, and retirement plans. The firm utilizes the UX Wealth platform and third-party managers to implement customized investment strategies.

John Pelon is a financial advisor at Patrick Financial Group LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at ATS Capital Advisors and Advance Capital Services. Pelon also serves as President and Chief Compliance Officer of ATS Capital Advisors. Patrick Financial Group, LLC provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, charitable organizations, foundations, trusts, and estates. The firm customizes portfolios based on client objectives and risk tolerances, primarily using no-load mutual funds and ETFs, with ongoing rebalancing and portfolio supervision.

Eric Little is a Series 65 licensed advisor with eight years of industry experience. He has worked at Estate Performance Advisors L.L.C. since 2019 and previously spent two years at Questar Asset Management, Inc. In addition to his advisory role, he operates an affiliated insurance agency, Estate Preservation Agency Inc. Estate Performance Advisors L.L.C. provides discretionary investment management primarily through SEI Investments’ model portfolios and mutual fund solutions, serving clients with over $30 million in assets under management. The firm also offers financial planning and consulting services and collaborates with other advisers via SEI’s platform.

Patricia Walton is a CFP® professional with 17 years at Rachor Investment Advisory Services, LLC and a total of 10 years of industry experience. She has worked exclusively at Rachor since 2009. Rachor Investment Advisory Services provides personalized discretionary and non-discretionary investment advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and businesses. The firm employs an evidence-based Diversified Strategy primarily using ETFs and mutual funds, alongside a Concentrated Strategy involving third-party private money managers, and also offers financial planning services including lifetime cash-flow projections at no additional charge.

Bethany Yerk is a financial advisor at Rachor Investment Advisory Services, LLC and holds the ChFC® designation. She has 1 year of industry experience and has been with Rachor Investment Advisory Services since 2016. Rachor Investment Advisory Services provides personalized discretionary and non-discretionary investment advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and businesses. The firm employs both a Diversified Strategy, focused on ETFs and mutual funds, and a Concentrated Strategy using third-party private money managers, offering financial planning services including lifetime cash-flow projections at no additional charge.

Jon Rothenberg is a financial advisor at Greenway Financial, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Silberberg & Rothenberg Plc. Outside of his advisory role, he is the managing member of JD Rothenberg & Associates, a CPA tax preparation, accounting, and business consulting firm, and is CEO and majority owner of a film production company, Say There There Productions, LLC. Greenway Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, portfolio management, and retirement plan consulting. The firm emphasizes asset allocation across equities, fixed income, and cash, utilizing mutual funds, ETFs, and a concentrated stock portfolio, and offers both discretionary and non-discretionary management.

Mark Young is a financial advisor at Forever Young Integrated Wealth with 13 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including PURSHE KAPLAN STERLING INVESTMENTS, Pinnacle Wealth Management, and Questar Asset Management. Outside of advisory services, he operates a sole proprietorship involved in cryptocurrency mining. Forever Young Integrated Wealth provides discretionary asset management and portfolio management services to individuals, high-net-worth clients, and business entities. The firm employs an investment approach combining Modern Portfolio Theory with qualitative and quantitative analysis and offers SEI-managed account solutions alongside custom portfolios.