Joseph Vitale is a financial advisor at Vitale Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience owning and managing insurance and real estate businesses. Vitale also owns Trinity Realty Inc. and SSJ Properties, which are real estate-related ventures. Vitale Wealth Management provides discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm uses model-based portfolio management incorporating fundamental, technical, and cyclical analysis, serving roughly 396 client relationships with a three-advisor team.

Julie Lobaza is a financial advisor at Rochester Wealth Strategies, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Rochester Wealth Strategies since 2018. In addition to her advisory role, she owns a technology consulting firm serving small and mid-sized businesses. Rochester Wealth Strategies provides wealth management and comprehensive financial planning to individuals, trusts, and institutional sponsors. The firm employs a planning-centric investment process focused on strategic, primarily ETF-based portfolios tailored to client risk tolerance and reviewed regularly.

Angela Zangarola is a financial advisor at Quantum Wealth Strategies, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Sigma Planning Corporation and Raymond James & Associates. Angela is also a licensed insurance agent appointed with various insurance companies. Quantum Wealth Strategies provides discretionary portfolio management and financial planning to individual and high-net-worth clients, managing approximately $32.2 million across about 67 client relationships. The firm employs a diverse investment approach combining charting, cyclical, fundamental, quantitative, technical, and modern portfolio theory methods, and offers clients ongoing monitoring and regular reporting.

Stephen Richardson is a financial advisor at Quantum Wealth Strategies, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors Inc. from 2017 to 2023. Quantum Wealth Strategies provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, managing approximately $32.2 million across about 67 client relationships. The firm uses a combination of investment methods and both long- and short-term strategies, offering clients ongoing monitoring and reporting along with a subscription newsletter at no extra charge.

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.

Krisstin Petersmarck is a financial advisor at New Horizon Retirement Advisors with three years of industry experience. She holds a Series 65 designation and has worked at KMP Financial LLC, Bridgeriver Advisors, and Roots Wealth Partners. In addition to her advisory role, she is an independent licensed insurance agent and founder of New Horizon Retirement Solutions, Inc. New Horizon Retirement Advisors provides retirement-focused portfolio management and advisory services to individual and high-net-worth clients. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to build long-term portfolios, offering both discretionary and non-discretionary management while maintaining fiduciary standards.

Justin Hathaway is a financial advisor with EPI Financial Group in Troy, MI, holding a Series 65 credential and five years of industry experience. Prior to joining EPI Financial Group, he worked at Bill Marsh and AT&T. Outside of his advisory role, he owns and operates Not Another TCG LLC, a business involved in buying and selling antiques and collectibles. 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 employs a sub-adviser platform for discretionary portfolio management and offers financial planning without a separate planning fee.

Louis Melone is a CFP® with 30 years of industry experience, currently serving as an advisor at Melone Private Wealth, LLC since 2020. His prior experience includes roles at LPL Financial, Budd, Melone & Co. LLC, and Wells Fargo Advisors Financial Network. Outside of advising, he is an author working on a book. Melone Private Wealth, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized investment advisory and financial planning services, employing a blend of active and passive strategies with a long-term investment horizon, and manages most client assets on a discretionary basis.

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.

Albert Lalonde is a Series 65-licensed financial advisor with Kaizen Wealth Management, LLC, where he has worked for 10 years. He has a total of 9 years of industry experience and previously worked with Kaizen Financial Group, LLC. Lalonde also manages an insurance services business as a managing member and insurance agent. Kaizen Wealth Management provides financial planning and consulting primarily to individual and high-net-worth clients, serving as an introducer and liaison to third-party money managers rather than directly managing client assets. The firm prepares tailored financial plans and coordinates with other professionals while relying on referrals and fee-sharing arrangements with external investment managers.

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.

Todd Moss is a Certified Financial Planner® with 20 years of industry experience. He has been with Greystone Financial Group, LLC since 2020 and previously worked at related entities including Polaris Greystone Financial Group and Greystone Financial Group, Inc. He is also an agent for two commercial and real estate firms, TeamMoss LLC and TeamMoss II LLC. Greystone Financial Group serves individual and high-net-worth clients, as well as pension and profit-sharing plans and businesses, offering investment management, financial planning, and pension consulting. The firm employs a tactical investment approach combining fundamental and technical analysis with active portfolio management across ETFs, equities, and fixed income.

Felicia Harris is a CFP® with 33 years of industry experience, currently serving as an advisor at EverythingHR Financial Services LLC since 2017. Her prior experience includes roles at Ameriprise Financial Services and UBS Financial Services. Outside of her financial advisory work, she is involved in human resources and workforce development through her ownership of El Shaddai Consulting LLC and related businesses. EverythingHR Financial Services LLC provides portfolio management and investment-advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm manages approximately $23 million across 90 client accounts using client-specific Investment Policy Statements and a long-term trading approach supported by quantitative and technical analysis.

Catherine Toone is a financial advisor at Stalt Financial, LLC with three years of industry experience. She holds a Series 65 designation and has worked at multiple firms, including Brookstone Wealth Advisors and Advanced Capital Group. In addition to her advisory role, she is a licensed insurance agent. Stalt Financial, LLC provides portfolio management and financial planning services to individuals, business owners, and entities, utilizing a combination of proprietary research, third-party analytics, diversified ETFs, and defined-outcome strategies. The firm serves client accounts through institutional custodians and employs licensed third-party model portfolios alongside digital platforms.

Colin Overweg is a financial advisor at Advize Wealth Management with 11 years of industry experience. He holds the CFP® and Series 66 designations and has worked at firms including WealthSource Partners, Waddell & Reed, and Cetera Advisors. He is also licensed to sell life and health insurance and may engage in product sales with clients. Advize Wealth Management advises individuals, high-net-worth clients, and employer plan sponsors, providing wealth management, investment management, and financial planning services. The firm emphasizes passive investing through strategic and tactical asset allocation and utilizes technology-enabled platforms alongside custodial relationships to implement client strategies.

Nicholas Harajli is a financial advisor at Vitale Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Hantz Financial Services, United Wholesale Mortgage, and Best Buy. Vitale Wealth Management provides discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm manages approximately $117 million across about 396 client relationships using model-based portfolio management and a combination of fundamental, technical, and cyclical analysis.

Zhaoji Yang is a CFA® charterholder with one year of industry experience, currently advising at Rochester Wealth Strategies, LLC. Prior to this role, he spent eight years at Joshua Analytical Research, LLC and ten years at Flexible Plan Investments, Ltd. Outside of his financial advisory work, he is employed by LanguageLine Solutions, Inc. Rochester Wealth Strategies provides wealth management and comprehensive financial planning to individuals, trusts, and institutional sponsors. The firm employs a planning-centric investment process focused on fundamental analysis and primarily ETF-based portfolios tailored to clients’ risk tolerance and liquidity needs.

Gary Aidem is a Series 65 licensed advisor at A & L Financial Services, LLC with 16 years of industry experience. He has been with A & L Financial since 2000 and also works as a loan officer at St. James Mortgage Corp., assisting clients with residential mortgages. A & L Financial Services provides personalized financial planning and discretionary asset management primarily for individual and high net worth clients. The firm uses a fee-only, percentage-of-assets approach and employs fundamental, technical, and cyclical analysis alongside option-writing strategies and borrowing within managed accounts.

Noah Wolthuis is a CFP® with five years of industry experience currently affiliated with On Point CRNA. His prior roles include positions at Barnhart Wealth Management LLC, Zhang Financial LLC, and PrairieView Partners, among others. On Point CRNA is an SEC-registered adviser serving individual and high-net-worth clients with a two-advisor team managing approximately $100 million. The firm employs a passive, model-portfolio approach focused on diversified, risk-based allocations using ETFs and index mutual funds, and offers bundled services including discretionary investment management, financial planning, tax preparation, and payroll facilitation.