Eric Seger is a Certified Financial Planner® with 26 years of industry experience. He is a principal and 50% owner at Integrated Capital Management and has worked there since 2016. Prior to that, he was with First Heartland Consultants, Inc. from 2008 to 2016 and Osaic FA, Inc. from 2005 to 2008. Seger serves as a financial presenter for the Older Person's Commission and is a board member at Michigan State University’s engineering program. Integrated Capital Management advises individuals, high-net-worth clients, trusts, charitable organizations, and businesses, with a focus on professionals such as physicians, corporate executives, and small business owners. The firm uses a written financial-planning process to create customized asset allocations, typically implemented through ETFs, mutual funds, equities, and bonds, managing client accounts primarily on a discretionary basis.

Alan Aidem is a Series 65 licensed financial advisor with two years of industry experience. He is currently with A & L Financial Services, LLC and previously worked at Valassis for five years. A & L Financial Services provides personalized financial planning and discretionary asset management primarily to individual and high net worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios on a discretionary basis, incorporating option-writing strategies and permitting borrowing within managed accounts.

John Benedict is a financial advisor at J2 Capital Management, Inc. in Troy, Michigan, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J2 Capital Management since 2010, with prior experience at Alpha Cubed Investments LLC and Node AI, Inc. He is a 50% shareholder of J2 Capital Management and serves as Chief Investment Officer and in client relationship management. J2 Capital Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as corporations and other investment advisers. The firm uses a combination of charting, fundamental, technical, and cyclical analysis, incorporating artificial intelligence tools subject to human review, and offers subadvisory strategies that extend its client base beyond typical retail investors.

Reno Frazzitta is a CFP® professional with 13 years of experience in financial advising, currently serving as the sole advisor at Smart Money Financial Advisors, LLC since 2015. He has over 30 years of experience as an independent insurance agent. Frazzitta is the managing member and founder of Retirement Learning Academy, which provides educational workshops on retirement planning, tax planning, Social Security, and Medicare. He also serves as Chapter President of the American Financial Education Alliance in the Oakland/Macomb area of Michigan, conducting financial literacy seminars. Smart Money Financial Advisors, LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients, utilizing a long-term investment approach based on Modern Portfolio Theory. The firm emphasizes documented client goals and risk tolerance, discretionary management, and ongoing portfolio monitoring.

Michael Aidem is a financial advisor at A & L Financial Services, LLC with four years of industry experience. He holds a Series 65 designation and has been with A & L Financial Services since 2021. Prior to his advisory role, he worked in the restaurant industry for six years. A & L Financial Services provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm operates on a fee-only basis, employs option-writing strategies as part of its portfolio construction, and emphasizes individualized plan reviews and coordination with outside professionals.

Cathy Navarreross is a financial advisor at Integrated Capital Management with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Integrated Capital Management since 2016, previously spending six years with First Heartland Consultants, Inc. Outside of her advisory work, she is involved with the Lions Club in Hadley, Michigan, where she serves as vice president. Integrated Capital Management advises individuals, high-net-worth clients, trusts, charitable organizations, and businesses, with a focus on professionals such as physicians, corporate executives, and small business owners. The firm uses a comprehensive financial-planning process to tailor asset-allocation decisions and typically manages client accounts on a discretionary basis, incorporating client-specific tax and compensation considerations into their recommendations.

Eric Moss is a financial advisor at Greystone Financial Group, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at TD Ameritrade and J.P. Morgan Securities. Greystone Financial Group serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, corporations, and other businesses, managing approximately $495 million in client assets. The firm employs a tactical investment approach that combines fundamental and technical analysis with macroeconomic indicators to actively adjust portfolio weightings.

William Lethemon III is a financial advisor with Money Evolution in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. His career includes roles at LPL Financial and Wells Fargo Clearing, and he has operated Lethemon Financial since 2009. He produces content for his website and YouTube channel and hosts a podcast aimed at financial advisors. Additionally, he serves as a precinct delegate for Bloomfield Township. Money Evolution is a state-registered investment adviser offering financial planning, hourly consulting, and retirement-plan consulting to individuals, high-net-worth families, and pension plan clients. The firm uses a planning-based approach that integrates fundamental and technical analysis and delivers services on a modular basis without taking custody of client assets.

Edward Petersmarck is a financial advisor at Bridgeriver Advisors LLC with four years of industry experience. He holds a Series 65 designation and has worked at New Horizon Retirement Advisors, Bridgeriver Advisors LLC, Cetera Investment Advisers LLC, Cetera Advisor Networks, and M&O Marketing. Bridgeriver Advisors serves individual clients, including both high-net-worth and non-high-net-worth individuals, as well as select business entities. The firm provides personalized portfolio management and financial planning with a focus on non-discretionary management, using asset-allocation analysis and client-specific factors to construct customized portfolios.

Donald Carnaghi is a financial advisor with Premier Estate Planners, LLC in Clinton Township, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Premier Estate Planners since 2002 and previously at Secure Asset Management, LLC from 2022 to 2025. Carnaghi is also involved with Macomb Marketing LLC and is a licensed insurance agent. Premier Estate Planners advises individuals, trusts, estates, charitable organizations, and business entities, providing wealth management services including portfolio management, third-party adviser selection, and savings plan management. The firm manages both discretionary and non-discretionary accounts and emphasizes model portfolios, often using ETFs, while serving a large client base with a small advisory team.

Jeffrey Covert is a CFP® with nine years of experience in the financial industry. He is currently with Team Covert, LLC and also owns and operates Team Covert Financial & Tax Planning Group, LLC, where he provides tax planning and insurance services as a CPA and insurance agent. His prior experience includes roles at Wealth for You Financial, LLC, Barnett Financial & Tax, Inc., and Hantz Financial Services, Inc. Team Covert, LLC serves individual and high-net-worth clients with portfolio management, comprehensive financial planning, and targeted consulting. The firm employs customized portfolios using model strategies and sub-advisers, and integrates tax and insurance services through affiliated businesses.

Julie Keating is a financial advisor with Wealth Management Services, LLC, holding Series 65 and Series 63 designations and 12 years of industry experience. She has worked with several firms, including Wealthcare Advisory Partners LLC and LPL Financial. Outside of her advisory work, she is involved in a family business, Keating & Associates Corp. Wealth Management Services LLC provides fee-based financial planning and investment advisory consultations to individuals, trusts, estates, and charitable organizations. The firm delivers written financial plans and time-limited consultations based on fundamental analysis and long-term asset allocation, with implementation carried out through advisors in their separate capacities.

Thomas Mazza is a financial advisor with Premier Estate Planners, LLC in Clinton Township, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Premier Estate Planners since 2002 and previously at Secure Asset Management, LLC. Mazza is also a licensed insurance agent and involved with Macomb Marketing LLC. Premier Estate Planners serves individuals, trusts, estates, charitable organizations, and business entities by providing wealth management services including portfolio management, third-party adviser selection, and modular financial planning. The firm manages both discretionary and non-discretionary accounts and employs model portfolios, often using ETFs, while overseeing more than $226 million in client assets.

John Salomon Jr. is a CFP® professional with 22 years of experience in the financial industry. He is a principal and part-owner of J2 Capital Management, Inc., where he has worked since 2010, and he also operates Salomon and Associates PLLC, a CPA firm specializing in tax preparation. His prior roles include a position at Alpha Cubed Investments LLC and involvement with Node AI, Inc. Outside of financial advising, he manages tax services through his CPA firm. J2 Capital Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as corporations and other investment advisers. The firm employs a range of analytical methods and incorporates artificial intelligence tools to support compliance and operations, while also offering subadvisory strategies and managing digital-asset accounts.

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.

Gregory Carrico is a financial advisor at Legacy Wealth Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Legacy Wealth Advisors since 2016. In addition to his advisory role, Carrico is president of Contour Insurance Solutions LLC, where he is involved in the sale of insurance products and services. Legacy Wealth Advisors serves individual and high-net-worth clients with discretionary asset management, financial planning, and management of variable annuity and life products. The firm tailors portfolios based on client goals, time horizons, and risk tolerances, and offers additional services such as estate-document work and personal tax planning for clients with $500,000 or more invested.

Brian Franke is a Certified Financial Planner® with 19 years of industry experience. He is a principal and 50% owner of Integrated Capital Management and has previously worked at firms including Purshe Kaplan Sterling Investments, First Heartland Consultants, Inc., and UBS Financial Services. Franke serves on the executive board of Michigan State University for non-investment-related activities. Integrated Capital Management advises individuals, high-net-worth clients, trusts, charitable organizations, and businesses, with experience serving professionals such as physicians, corporate executives, and small business owners. The firm employs a written financial-planning process to guide customized asset allocations, typically managed on a discretionary basis using ETFs, mutual funds, individual equities, and bonds.

Mark Miller is a CFA® charterholder with 16 years of industry experience, serving as a financial advisor at Miller Capital since 1999. He holds the Series 63 designation and is based in Troy, MI. In addition to his advisory role, Miller serves as a co-trustee for several personal and family trusts, managing investment-related responsibilities in a fiduciary capacity. Miller Capital provides discretionary investment management, portfolio advice, and financial planning services to individuals, trusts, pension and profit-sharing plans, corporations, foundations, and charitable organizations. The firm emphasizes fundamental analysis and tax-aware portfolio construction, managing a high level of assets per advisor with predominantly discretionary accounts and maintaining formal compliance and ethical standards.

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.