Tommi Harris is a financial advisor with Ecos Wealth Advisors and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including 15 years at Verde Capital Management before joining Ecos Wealth Advisors in 2023. Harris is also the president of VERDE Insurance Agency LLC. Ecos Wealth Advisors provides investment advisory and financial planning services to individual clients, high-net-worth households, employer-sponsored retirement plans, and business entities. The firm implements discretionary, long-term investment strategies tailored to client goals and maintains ongoing portfolio management and planning services.

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 at Retirement Resources, LLC with 16 years of industry experience. He holds the ChFC® designation and a Series 63 license. Prior to joining Retirement Resources in 2009, he worked at Global Financial Private Capital, LLC. In addition to his advisory role, he is also an independent insurance agent. Retirement Resources, LLC specializes in retirement income planning and provides financial planning and asset management services to individual clients. The firm manages approximately $166 million in client assets and offers discretionary portfolio management with a combination of fundamental, technical, and charting analysis.

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 Jr. is a Series 65-credentialed financial advisor with 15 years of industry experience, currently serving at M1 Capital Management LLC since 2011. Prior to this, he spent a brief period at Thinkorswim Advisors, Inc. Outside of his advisory role, he is involved as a partner in several investment-related entities focusing on real estate and real estate loans. M1 Capital Management primarily advises individual and high-net-worth clients, offering discretionary portfolio management along with financial and tax planning services. The firm’s investment approach centers on tactical, actively managed asset allocation using ETFs and proprietary models, with portfolios tailored to each client’s risk tolerance and objectives.

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. He previously worked at Harbor Financial Services, LLC for 12 years and has been involved in the insurance industry for over two decades. Bone has also been associated with the Detroit Institute of Arts since 2004. Bone Asset Management provides financial planning and ongoing portfolio management to individuals, high-net-worth clients, families, and related entities. The firm uses a mosaic investment approach that integrates fundamental, technical, and cyclical analysis, tailoring strategies to clients’ objectives and risk tolerance, and employs independent sub-advisors for active management on designated portions of client accounts.

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 at Prosperity Wealth Strategies LLC with 19 years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at JPMorgan Chase and UBS Financial Services. Prosperity Wealth Strategies is a discretionary investment adviser serving individual and high-net-worth clients, managing approximately $95 million across 55 client relationships. The firm provides portfolio management and comprehensive financial planning, applying Modern Portfolio Theory with a long-term investment approach.

Rocky Istvan is a financial advisor at Daniel Krug & Associates with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Daniel Krug & Associates since 2008, including prior experience at Global Financial Private Capital, LLC and G.F. Investment Services, LLC. Daniel Krug & Associates serves individual and high-net-worth clients with investment management, ongoing financial planning, and insurance product recommendations. The firm uses third-party model portfolios and sub-advisers on the AssetMark platform, combining various analytical methods and providing clients with educational materials such as newsletters and seminars.

Jeremy Kaplan is a CFP®-certified financial advisor with two years of industry experience, currently associated with Oxford Harriman Private Wealth Management in Bloomfield Hills, MI. His prior roles include positions at Lincoln Investment and Thurston Springer Financial. Outside of advisory work, he has provided consulting services to an e-commerce company focused on product initiatives. Oxford Harriman Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm employs a tailored, multi-asset investment approach that includes a variety of securities and alternative investments, utilizing third-party managers and platform services for execution and custody.

Jason Moore is a CFP® professional with 21 years at Moore Financial Strategies, LLC and 16 years of industry experience. He is based in Sylvan Lake, MI, where he provides financial planning services through his firm. Moore Financial Strategies is a fee-only, holistic financial planning firm that serves primarily middle-income individuals and families. The firm offers comprehensive services including tax planning, estate-plan review, insurance analysis, retirement planning, and small-business planning, delivering advice through retainers, project engagements, and short financial reviews rather than ongoing discretionary portfolio management.

Nickolas Daniels is a Series 65-licensed advisor with Trinity Wealth Solutions LLC, where he has worked since 2026. He also maintains a legal practice through the Law Office of Nickolas Daniels, PLC, active since 2009. Trinity Wealth Solutions is a state-registered independent advisory firm serving individuals, families, trusts, estates, and retirement-plan participants. The firm manages approximately $53 million across 100 clients and offers wealth management, retirement and estate planning, comprehensive financial planning, and income tax planning and preparation as distinct services.

Dominic Garcia is a financial advisor at Rochester Wealth Strategies, LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for 11 years and Private Advisor Group, LLC for one year. Rochester Wealth Strategies provides wealth management and comprehensive financial planning services to individuals, trusts, and institutional sponsors. The firm employs a planning-centric investment approach focused on strategic, primarily ETF-based portfolios tailored to clients’ risk tolerance and liquidity needs, and offers additional services including pension consulting and donor-advised fund support.

Laura Hartman is a financial advisor at Rosenberg Wealth Advisors in Birmingham, MI, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Rofi LLC, Robert W. Baird & Co. Incorporated, UBS Financial Services, Inc., Raymond James & Associates, Inc., ABC Vintage, LLC, and Revive. Rosenberg Wealth Advisors provides discretionary investment management, model-based portfolio management, and financial planning to individuals, high-net-worth individuals, charitable organizations, businesses, and retirement plans. The firm primarily constructs client portfolios using model portfolios of low-cost, diversified mutual funds and ETFs, while incorporating individual stocks, bonds, and alternative investments as appropriate, with ongoing oversight of unaffiliated Independent Managers.

David Leszcynski is a financial advisor with Global Financial Planning Group, LLC in Troy, MI, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Global Financial Planning Group since 2002 and has worked at LPL Financial LLC since 2009. Global Financial Planning Group, LLC provides wealth and estate management, financial planning, and portfolio management services to individuals, trusts, pension plans, and other entities, managing approximately $135 million in client assets. The firm offers tailored investment strategies and sponsors a wrap fee program that combines management, transaction, and administrative services into a single fee.

Richard Mida Jr. is a financial advisor at Palatine Hill Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Canopy Wealth Management and Northwestern Mutual. He serves as a director for Motor City Polo, overseeing club operations. Palatine Hill Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, foundations, charities, and corporate clients. The firm manages approximately $296 million for around 279 clients, offering investment management, financial planning, and retirement plan consulting guided by written client profiles and coordinated with other professional advisors.

Vita Romberger is a financial advisor at Ecos Wealth Advisors with two years of industry experience. She holds a Series 65 designation and has previously worked at Foguth Financial Group. Ecos Wealth Advisors provides investment advisory and financial planning services to individual clients, including high-net-worth households, as well as employer-sponsored retirement plans and business entities. The firm employs discretionary, long-term strategies tailored to client goals, combining fundamental, quantitative, technical, and modern-portfolio-theory methods.

Jacob Corey is a financial advisor at Retirement Resources, LLC with a Series 65 designation and two years of industry experience. He has previously worked at State Farm and Chase Bank. Retirement Resources, LLC provides financial planning and asset management services focused on retirement income planning, managing approximately $166 million in client assets through discretionary portfolio management and a combination of fundamental, technical, and charting analyses. The firm also offers educational newsletters and free workshops to clients and prospects.