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.

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.

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 in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Her prior roles include positions at Wealthcare Advisory Partners LLC and Integrated Wealth Concepts LLC. Outside of advisory work, she is involved in a family business, Keating & Associates Corp. Wealth Management Services, LLC offers fee-based financial planning and investment advisory consultations to individuals, trusts, estates, and charitable organizations. The firm provides written financial plans and time-limited consultations based on fundamental analysis and long-term asset allocation, with implementation handled by clients or through affiliated broker-dealer relationships.

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 the 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 advises individual and high-net-worth clients through discretionary portfolio management and financial planning. The firm employs a range of investment analysis techniques and offers services including Certified Divorce Financial Analyst support, with client accounts custodied at Schwab Institutional.

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.

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 has worked at Raymond James Financial Services and Southworth & Wilson Inc. prior to joining his current firm. 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 uses a combination of investment approaches, including technical and fundamental methods, and offers a subscription newsletter with specific buy and sell recommendations to its 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.

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 32 years of industry experience, currently serving at EverythingHR Financial Services LLC since 2017. Her previous roles include positions at Ameriprise Financial Services, Inc. and UBS Financial Services. Outside of her financial advisory work, she owns El Shaddai Consulting LLC, which provides human resources products and services. EverythingHR Financial Services LLC offers portfolio management and investment-advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs client-specific Investment Policy Statements and a long-term trading approach supported by modern portfolio theory, quantitative analysis, and technical analysis.