Gregory Neino is a CFP® professional with 19 years of industry experience, currently serving at RetireMitten Financial LLC. Prior to joining RetireMitten in 2024, he worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for 16 years. RetireMitten Financial LLC serves individual and high-net-worth clients, trusts, corporations, and multi-generational families, offering discretionary investment management and financial planning services. The firm emphasizes passive portfolio construction using stocks and ETFs, guided by client-specific investment policies and periodic reviews, and is noted for its planning related to Canadian-U.S. cross-border financial considerations.

Kenneth Schroeder is a financial advisor with Estate Performance Advisors L.L.C. in Brighton, MI, holding a Series 65 credential and bringing eight years of industry experience. Prior to joining Estate Performance Advisors in 2019, he worked at Questar Asset Management, Inc. from 2017 to 2019. Outside of his advisory role, Schroeder serves as president of two insurance-related businesses, Estate Preservation Agency, Inc. and Golden Age Marketing, 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 offers financial planning and consulting services while overseeing client accounts within SEI’s platform.

Erin Preston is a CFP® professional with 16 years of industry experience, serving clients at Patterson Advisors since 2005. She operates within a small, two-advisor firm based in Waterford, MI. Patterson Advisors provides comprehensive financial planning and investment analysis to individual investors, including high-net-worth clients and trustees or beneficiaries of family trusts. The firm employs a goal-based planning approach and a broadly diversified asset allocation methodology, focusing on no-load mutual funds, ETFs, and other low-cost investment vehicles.

Peter Mendler is a financial advisor at Raider Dennis Agency with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Avenue Securities, AE Wealth Management, Global Financial Private Capital, and GF Investment Services. Mendler is a vice president and 50% owner of Raider Dennis Agency, where he is involved in sales and management. Raider Dennis Agency provides investment advisory services to individual and high-net-worth clients, focusing on asset management through model portfolios on a sponsored wrap-fee platform. The firm uses cyclical analysis and third-party model managers via AE Wealth’s platform, primarily managing accounts on a non-discretionary basis while maintaining active insurance brokerage and broker-dealer affiliations.

Andrew Perri is a financial advisor at Pinnacle Wealth Management, Inc. in Brighton, MI, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Pinnacle Wealth Management since 2007. In addition to his advisory role, he owns and operates Pinnacle Tax Advisory, LLC, where he provides tax preparation, planning, and consultation services. Pinnacle Wealth Management, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, 401(k) plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and pension consulting through discretionary and non-discretionary services, using a tiered planning approach and client education programs.

Mark Garbacik is a CFP® professional with 16 years of experience in financial advising. He has been with Old Oak Financial Planning, Inc. since 2005. The firm serves individual and high-net-worth clients with comprehensive financial planning, ongoing investment management, and focused modular planning engagements. Old Oak’s investment approach is holistic and asset-allocation driven, utilizing fundamental and technical analysis to manage portfolios primarily with mutual funds, ETFs, and individual stocks and bonds.

Scott Wolter is the President, CCO, and CEO of The Wolter Group, Inc., with 35 years of experience in the financial services industry. He holds Series 63 and Series 65 licenses and has worked at Stonex Securities Inc. and Advanced Financial Planning d/b/a The Cadez Group, LTD. Outside of his advisory roles, he is an instructor at Suburban Hockey Schools, where he teaches hockey skills. The Wolter Group, Inc. provides customized wealth management and financial planning services to individual and high-net-worth clients, managing approximately $50.8 million in discretionary assets. The firm combines discretionary portfolio management with comprehensive planning tailored to client-specific circumstances, employing both fundamental and technical analysis with strategic and tactical asset allocation.

Mitchell De Brincat is a financial advisor at Ecos Wealth Advisors with a Series 65 credential and no prior industry experience. His background includes roles at Saginaw Valley State University and Farm Bureau. Ecos Wealth Advisors offers investment advisory and financial planning services to individual clients—including high-net-worth households—as well as to employer-sponsored retirement plans and business entities. The firm employs customized, long-term investment strategies supported by fundamental, quantitative, technical, and modern portfolio theory approaches.

Taylor Eagle is a financial advisor at Agile Wealth Partners with three years of industry experience. He holds a Series 65 designation and previously worked at Mitovation, Inc. and Innovative Biotherapies. Agile Wealth Partners serves individuals, families, closely held businesses, and pension or profit-sharing plans, managing approximately $26 million in client assets. The firm uses proprietary model allocations and a tactical asset allocation approach, integrating financial planning with discretionary investment management and business consulting services.

Kripy Lubana is a financial advisor at Kava Financial LLC with a Series 65 credential and one year of industry experience. Prior to joining Kava Financial, Lubana spent ten years in an unspecified role outside the advisory industry. Kava Financial LLC provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm emphasizes a documented investment approach that incorporates multiple analysis techniques and offers periodic educational seminars and workshops.

Stuart Raider is a ChFC® credentialed financial advisor with 40 years of experience, currently serving at Raider Dennis Agency in Farmington, MI. He has held positions at Madison Avenue Securities, AE Wealth Management, and Global Financial Private Capital. Raider is also president of the Michigan Jewish Sports Foundation, a philanthropic organization. Raider Dennis Agency provides investment advisory services to individual and high-net-worth clients, managing portfolios primarily on a non-discretionary basis using model portfolios through AE Wealth’s platform. The firm combines investment advisory with active insurance brokerage and life-settlement facilitation.

Dale Embry is a financial advisor at MeadowBrook Investment Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has been with the firm since 1999. MeadowBrook Investment Advisors is an employee-owned firm that provides discretionary portfolio management services to individuals, trusts, foundations, and charitable organizations. The firm employs a research-driven approach focused on fundamental analysis, valuation, diversification, and portfolio risk control, tailoring strategies to each client’s risk profile and tax situation.

Hunter Fougner is a financial advisor at Ecos Wealth Advisors in Clarkston, MI, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Hantz Financial Services Inc. and Whirlpool Corporation. Ecos Wealth Advisors provides investment advisory and financial planning services to individual clients, employer-sponsored retirement plans, and business entities. The firm employs long-term, discretionary strategies tailored to client goals and conducts ongoing portfolio management and comprehensive financial planning.

Paul Day is a financial advisor at Pinnacle Wealth Management, Inc. in Brighton, MI, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Thrivent Financial. Pinnacle Wealth Management serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate entities, managing approximately $118 million in discretionary assets. The firm offers tiered financial planning and portfolio management services, including both discretionary and non-discretionary options, and provides adult education retirement classes alongside other advisory consulting services.

Sarah Kleinstiver is a financial advisor at Fairlane Investment Advisors Inc. with 10 years of industry experience. She holds a Series 65 designation and has been with Fairlane since 2007. Fairlane Investment Advisors serves individual and high-net-worth clients with discretionary portfolio management and ongoing consultation. The firm manages employer-sponsored retirement accounts at the participant level and offers written financial planning and limited planning support for asset-management clients. Their investment approach includes model asset-allocation programs tailored to client risk profiles, a Dynamic Tactical Asset Allocation strategy, and a Strategic Equity strategy focused on dividend-paying stocks.

Ronald Doyle is a CFA® charterholder based in Livonia, MI, with eight years of industry experience. He has been with MeadowBrook Investment Advisors LLC since 1999. Outside of his advisory role, he is involved in managing a ski-in/ski-out rental condo in Park City, Utah. MeadowBrook Investment Advisors is an employee-owned firm that provides discretionary portfolio management to individuals, trusts, foundations, and charitable organizations, employing a research-driven approach focused on fundamental analysis, valuation, diversification, and portfolio risk control.

Kyle Otis is a financial advisor at Greenway Financial, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at CanTerra, LLC, United Wholesale Mortgage, Noho Hospitality, and the University of Michigan. 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’s investment approach emphasizes asset allocation across equities, fixed income, and cash, utilizing mutual funds, ETFs, and a concentrated stock portfolio with model portfolios rebalanced as needed.

Gary Zarb is a financial advisor with The Wolter Group, Inc. in Livonia, MI, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He previously worked at Advanced Financial Planning from 2002 to 2019 before joining The Wolter Group in 2018. The Wolter Group, Inc. provides customized wealth management and financial planning services to individual and high-net-worth clients. The firm employs a blend of fundamental and technical analysis to implement strategic and tactical asset allocation, tailoring portfolios to client-specific circumstances and managing approximately $50.8 million in discretionary assets.

Joseph Uppleger IV is a financial advisor with Safe Future Wealth Partners LLC based in Novi, Michigan. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked at Aegis Wealth Management, Inc. and has experience in other sectors including security and logistics services. Safe Future Wealth Partners serves individual clients with portfolio management and financial planning, often referring clients to unaffiliated third-party advisers for discretionary management. The firm uses Investment Policy Statements and model portfolios as part of its implementation, generally relying on third-party managers for trade execution and portfolio management.

Edward Somerville is a financial advisor with Somerville Associates in West Bloomfield, MI, holding a Series 65 designation and 15 years of industry experience. He has been with Somerville Associates since 1998, a small firm with two advisors. Somerville Associates serves individual and high-net-worth clients, trusts, estates, charitable institutions, and business entities, offering comprehensive investment supervisory services and financial planning. The firm employs fundamental analysis to identify investments with moderate valuations and manages portfolios on both discretionary and non-discretionary bases.