Roger Steed is the sole advisor at KRS Capital Management, LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has led KRS Capital Management since 2007. KRS Capital Management offers investment management and project-based financial planning to individuals, high-net-worth clients, pension plans, trusts, estates, and business or charitable entities. The firm employs a tailored approach using asset allocation and a combination of fundamental, technical, and cyclical analysis, and provides clients with a weekly market commentary and periodic newsletter.

Elisha Krohner is the sole advisor at Efficient Planning Solutions LLC in Oak Park, MI, holding a Series 65 designation with five years of industry experience. Prior to founding the firm in 2021, Krohner spent 11 years at Beth Medrash Govoha. Efficient Planning Solutions LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm employs an evidence-based investment approach focused on strategic asset allocation and global diversification, typically utilizing passively managed mutual funds and ETFs alongside fixed-income securities.

Dan Barish is a financial advisor at DIB Investment Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lasalle St. Securities since 2004. In addition to his advisory role, he maintains an unrelated business interest outside of investment management. DIB Investment Management LLC provides non-discretionary investment management to individuals, trusts, and investment companies through formula-driven model equity strategies focused on growth or value. The firm builds portfolios primarily from individual equities and offers ongoing consultation services while clients retain control over trade execution.

David Peters is the principal of Alliance Advisors Wealth Management LLC in Novi, MI, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Regulus Advisors, Regal Investment Advisors, Royal Alliance, Concorde Investment Services, and Capital Asset Advisory Services. In addition to his advisory role, he is the owner and a licensed insurance agent for Alliance Advisors Financial Services LLC, dedicating time to insurance products. Alliance Advisors Wealth Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combination of fundamental and technical analysis with long- and short-term strategies, integrating risk management through diversified allocations and regular account reviews.

Terry Maxwell is the sole advisor at Maxwell Investment Advisory Services, an independent firm based in Troy, MI. He holds Series 63 and Series 65 designations and has 30 years of industry experience, having led his advisory practice since 1985. Maxwell Investment Advisory Services provides ongoing investment advice, trade execution, performance monitoring, and portfolio management for individual and high-net-worth clients. The firm emphasizes diversification and low-cost investing using no-load mutual funds and ETFs, tailoring allocations based on risk tolerance and conducting at least annual reviews.

Antonio Stokes is the principal of Antonio Stokes Advisors and holds a Series 66 designation with 14 years of industry experience. His work history includes roles at Avantax Wealth Management and Goldstar Mortgage Financial. Outside of financial advising, he is the owner of Michigan Golf Tour Inc. and teaches golf at Southfield Christian School. Antonio Stokes Advisors provides asset management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor investment programs, with a focus on both discretionary and non-discretionary portfolio management and pension/ERISA plan services.

Brian Middaugh is a financial advisor at Sea Suite Financial LLC in Redford, MI, holding Series 65 and Series 66 licenses with three years of industry experience. Prior to founding Sea Suite Financial in 2025, he was involved with BoxIncluded L.L.C., an art business specializing in creating art with lasers and wood. He has also worked in community health and county government roles. Sea Suite Financial provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and nonprofit organizations. The firm employs a short-term focused investment approach using low-cost mutual funds, ETFs, individual stocks, bonds, and CDs, and uniquely serves institutional clients including businesses and nonprofits.

Michael Prus is the president and founder of Scale Investment Group, an independent investment advisory firm. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Prior to founding Scale Investment Group in 2010, he worked at Freedom One Financial Group and Investment Counsel Inc. Scale Investment Group provides investment advisory and consulting services to individual and institutional clients, including ERISA-qualified retirement plans and other advisers. The firm focuses on low-cost, diversified portfolios using a combination of quantitative and qualitative fund selection, offering both discretionary and non-discretionary management along with pension consulting and sub-advisory services.

Satish Dharwadkar is a financial advisor at Mangotree Capital, LLC, holding a Series 66 designation with 21 years of industry experience. He has been with Mangotree Capital since 2012. Mangotree Capital provides discretionary portfolio management, ERISA plan advisory, and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm manages approximately $38.9 million on a discretionary basis and uses in-house model portfolios that combine active and passive strategies, including long–short and options trading, tailored to clients’ risk profiles and objectives.

Michael Nummer is a CFP® with 32 years of industry experience, currently serving as the sole advisor at Mcn Investment Management Co. He previously worked at Commonwealth Financial Network and Wells Fargo Advisors Financial Network, LLC. Outside of financial advising, he owns a vehicle parts business and is involved in cattle ownership and sales. Mcn Investment Management Co. provides discretionary portfolio management and retirement plan consulting to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm uses proprietary model portfolios and fundamental analysis for investment decisions, offering non-ERISA retirement plan consulting services that are uncommon among similar-sized firms.

Jeffrey Guy is a CFP® with 23 years of experience in financial advising. He is the principal of Verdura Wealth Management, LLC, an independent firm he founded in 2023, and has held roles at Veritas Capital Advisors and Kovack Advisors. He also maintains an insurance practice focused on fixed insurance sales. Verdura Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors with discretionary asset management, financial planning, and pension consulting. The firm customizes portfolios based on client objectives and employs multiple analysis techniques, offering specialized ERISA plan services as a limited-scope 3(21) fiduciary.

Lance Turner is a financial advisor at Anomaly Advisors with 10 years of industry experience. He holds a Series 66 designation and has operated his own financial services firm since 2015. In addition to his advisory work, he maintains active insurance and real estate licenses used solely for educational and advisory purposes. Anomaly Advisors provides financial planning, investment consultation, and portfolio management services to individuals, high-net-worth clients, and small businesses, emphasizing a Modern Portfolio Theory-based approach with diversified, tax-efficient, low-cost investments and periodic rebalancing. The firm also offers educational workshops and facilitates implementation through recommended custodians and sub-advisors.

James Fydroski is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Haas Financial Services Inc since 2010. He holds Series 63 and Series 65 licenses and has been treasurer for the Rotary Club of Milford, MI since 1999. Additionally, he has edited the Michigan Nut Growers Newsletter since 1991. Haas Financial Services Inc provides investment advisory and financial planning services to individuals, trusts, estates, and small businesses. The firm employs a proprietary money management program focused on active, trend- and momentum-based strategies with risk controls, and serves clients through both fee-based and commissionable insurance products.

Leyland Lindie Jr. is a financial advisor at Christ Capital Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Foguth Financial Group and Alight Financial Solutions. Prior to his advisory career, Lindie had roles across financial services and legislative support. Christ Capital Advisors provides discretionary portfolio management, financial planning, and qualified retirement-plan advisory services to individuals, corporations, and other businesses. The firm employs a multi-strategy investment approach focused on long-term asymmetric appreciation, uncorrelated returns, and capital preservation, utilizing ETFs, direct indexing, tax-loss harvesting, and outside manager recommendations.

Nagi Reddy Nallavelli is a financial advisor with Birmingham Capital LLC, holding Series 63 and Series 65 designations and over 22 years of industry experience. He previously worked at J.P. Morgan Private Bank and Securities, Cetera Advisor Networks, and Voya Financial Advisors. Nallavelli serves as Managing Director and Head of the Private Client Group at Birmingham Capital and its DBA, Supreme Alliance LLC. Birmingham Capital provides discretionary investment management, wealth management, and financial planning services to a diverse client base, including pension plans, trusts, municipalities, and individuals. The firm offers ERISA 3(38) fiduciary services and employs a long-term, ETF- and mutual fund-based investment approach, with a focus on selecting and overseeing unaffiliated independent managers.

Dwight Labadie, Jr is a financial advisor at Griffon Investment Advisors Incorporated with 15 years of industry experience. He holds a Series 65 designation and has worked at Griffon Investment Advisors since 2017, following a 19-year tenure at Griffon Capital Management. Outside of his advisory role, he teaches at 160 Driving Academy in Plant City, Florida. Griffon Investment Advisors, Inc. provides discretionary portfolio management to individuals and various institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term investment horizon, combining quantitative and qualitative equity analysis with socially responsible criteria, and offers a balanced strategy featuring a 60/40 equity-to-bond allocation. Its small, relationship-oriented structure is notable for accepting institutional mandates and coordinating with clients’ other advisors on trust and estate matters.

Shawn Mueller is a financial advisor at Mueller Asset Management with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Wells Fargo Advisors, and AE Wealth Management. In addition to his advisory role, he is involved in insurance and annuity sales through Mueller Retirement Planning. Mueller Asset Management provides portfolio management and prepares individualized Investment Policy Statements for individuals and high-net-worth clients across a broad range of securities. The firm uses a combination of analytical approaches and implements long-term trading alongside options strategies, typically seeking discretionary trading authority and conducting regular client reviews.

Michael Bink is a financial advisor at Equivest Financial Advisors LLC with over 10 years of industry experience. He holds the Series 65 designation and has been with Equivest since 2015. In addition to his advisory role, he works as a senior business analyst for Cooper Standard Automotive, where he evaluates and implements software solutions. Equivest Financial Advisors LLC provides personalized financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a goals-based, core-and-satellite investment approach focusing on globally diversified, low-cost ETFs and selected individual stocks, with active managers used selectively.

Joseph Nelson is a CFP® professional with 33 years of industry experience currently serving as an advisor at Emde Wealth Management LLC. His prior experience includes roles at BlackRock Investment, LLC and Aurora Securities. Outside of finance, he is a songwriter and music publisher and serves as a board member and treasurer for his homeowners association. Emde Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans and other business entities. The firm provides comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting, managing customized portfolios that include a range of asset classes and alternative investments.

Anmar Sarafa is a CFA charterholder with 33 years of industry experience and has been with Steward Capital Management since 2000. He is the sole advisor at the firm and holds Series 63 and Series 65 licenses. Outside of his advisory role, Sarafa is the managing member of several entities related to Frankenmuth Brewery, where he oversees strategic investment decisions and capital expenditures. Steward Capital Management is an SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, trusts, and private investment funds. The firm employs a core/satellite Global Diversified Balanced strategy using ETFs and individual securities, and is known for sponsoring private funds and managing affiliated real estate entities.