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.

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.

Michael Moon is a financial advisor at Furthermore Wealth with Series 63 and Series 66 credentials and four years of industry experience. Before joining Furthermore Wealth in 2026, he worked at Cetera Wealth Services and Ameriprise Financial, and he held a long-term engineering role at RCO Engineering. Moon is also involved in non-investment business activities, including ownership of several entities primarily for tax purposes and property management. Furthermore Wealth provides ongoing portfolio management to individual and high-net-worth clients, employing a disciplined investment process that combines fundamental analysis, modern portfolio theory, and technical analysis. The firm manages diversified portfolios with discretionary trading authority, focusing on mutual funds, equities, ETFs, and fixed-income securities.

Gerald Dehondt is a CFA® charterholder with 16 years of industry experience. He has worked at SS&H Financial Advisors, Inc. since 2019 and previously spent 15 years at Jerrmar Capital Management, Inc. He holds a Series 63 license. SS&H Financial Advisors, Inc. is an independently owned SEC-registered investment adviser that serves individuals, trusts, charitable organizations, and foundations, generally with at least $350,000 available for investment. The firm focuses on realistic investment objectives and risk management, utilizing fundamental and technical analysis to manage diversified portfolios on a primarily discretionary basis.

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.

Michael Schuchard is the principal of Schuchard Capital Management Inc in Sterling Heights, MI, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has managed Schuchard Capital Management since 1989. The firm provides discretionary investment supervisory services and financial planning to individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations, serving both high-net-worth and retail investors. Its investment approach emphasizes asset allocation based on historical asset-class relationships, low-cost index funds and ETFs, and regular rebalancing to control risk.

Adam Funk is a CFP® with 15 years of industry experience and is a principal at Savings Coach, LLC in Troy, MI. He has worked at Savings Coach since 2006 and previously held roles at Zeiders Enterprises, Inc. Funk also holds licenses as an independent insurance agent and mortgage loan originator, and he provides tax preparation services. Savings Coach serves individual clients and small businesses, focusing on beginning savers and those aged 20–50. The firm offers portfolio management, financial planning, coaching, and a selection-and-monitoring service for third-party advisers, using an investment approach that emphasizes value, safety, quality, and risk control.

Darryl Duerbusch is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2009. He also operates Global Financial Planning Group, LLC, where he provides comprehensive financial planning and serves as a fixed annuities and life insurance agent. Additionally, he is a commissioned Notary Public in Macomb County, Michigan. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of investment solutions, combining large-scale advisory operations with insurance and lending services.

Troy Williams is a CFA® charterholder with one year of experience at Miller Capital. Prior to joining Miller Capital, he held positions at Stout, General Motors, Azimuth Capital Management, Owens Corning, and Hantz Financial Services. His career also includes academic experience as a full-time student at Wayne State University and Grosse Pointe North. Miller Capital provides discretionary investment management, portfolio advice, and wealth management services to individuals, trusts, pension plans, corporations, and charitable entities. The firm emphasizes fundamental analysis, tax-aware portfolio customization, and fiduciary responsibility, managing a high level of assets with a focus on personalized investment strategies.

Daniel Zech is a CFP® and ChFC® with nine years of experience in financial advising. He is currently with Stalt Financial, LLC, where he has worked since 2022, and previously held roles at MML Investors Services, LLC and FAI Advisors, Inc. Outside of his advisory work, Zech is a co-owner of Lone Light Spirits, LLC, a distillery company, though he is not actively involved in the business. Stalt Financial, LLC provides portfolio management and financial planning services to individuals, business owners, and entities, managing approximately $21.1 million in assets. The firm uses proprietary and third-party research, diversified ETFs, and licensed model portfolios, focusing on investment strategies that balance downside protection with growth potential, and also offers small business consulting and educational workshops.

William Turner is a financial advisor at Furthermore Wealth with Series 63 and Series 65 credentials and 48 years of industry experience. His prior roles include positions at Cetera Wealth Services, Ameriprise Financial Services, Concorde Investment Services, and Wells Fargo Clearing among others. Outside of his advisory work, he is involved in sales, marketing, accounting, human resources, and management at MTF Management Incorporated. Furthermore Wealth offers ongoing portfolio management to individual and high-net-worth clients, focusing on diversified investments across mutual funds, equities, ETFs, and fixed-income securities. The firm’s investment approach combines fundamental analysis, modern portfolio theory, and technical analysis, typically operating with discretionary trading authority.

Joseph Elias is a Series 65-licensed financial advisor with Wealthy Intentions in Sterling Heights, MI, bringing three years of industry experience. He has worked at Rocket Mortgage since 2015. Wealthy Intentions is a small independent advisory firm that serves individual clients with investment management, financial and business planning, and tax preparation services. The firm uses a passive investment approach based on Modern Portfolio Theory, tailoring diversified portfolios with index funds and ETFs according to each client’s risk objectives.

Daniel Stavale is a financial advisor with Paragon Retirement Planning, Inc., holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He is also the president of College Planning Solutions, LLC, which assists college-bound students in finding suitable colleges and securing scholarships. Additionally, Stavale works as an independent insurance agent offering various insurance products, including fixed index annuities. Paragon Retirement Planning serves individual and high-net-worth clients, providing comprehensive and single-issue financial planning and consulting with a typical account minimum of $100,000. The firm employs a model portfolio approach, allocating assets among third-party sub-advisors while maintaining client relationships and overseeing portfolio reviews.

Benjamin Barnhart is a CFP® professional with 12 years of industry experience, currently serving as an advisor at On Point CRNA. His prior roles include positions at Barnhart Wealth Management, Charles Schwab, TD Ameritrade Investment Management, and Scottrade. On Point CRNA is an SEC-registered adviser managing approximately $100 million across 183 accounts, offering discretionary investment management and financial planning services to individual and high-net-worth clients. The firm employs a passive, model-portfolio approach primarily using ETFs and index mutual funds and provides additional services such as tax preparation and payroll facilitation.

Douglas Cook is a financial advisor with M1 Capital Management LLC in Troy, MI, holding Series 63 and 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Charles Schwab, Fidelity, and Integrity Alliance. Outside of his advisory work, he is the principal real estate investor at CGT Enterprises. M1 Capital Management primarily serves individual clients, including many high-net-worth individuals, offering discretionary portfolio management, financial planning, and tax planning services. The firm employs a tactical, actively managed approach focused on ETFs, supplemented by CMOs and options, with portfolios tailored to client risk tolerance and objectives.

Elmo Wedderburn is a financial advisor with EverythingHR Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining EverythingHR in 2017, he worked at Charles Schwab for ten years and Ameriprise Advisor Services for two years. Wedderburn also has a longstanding role with Southwest Airlines as a customer service airline ticket agent. His outside activities include serving on the board of a charter school in Oakland and participating as an election inspector in San Francisco. EverythingHR Financial Services LLC provides portfolio management and investment-advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $23 million in assets across about 90 client accounts using client-specific Investment Policy Statements and a long-term trading approach informed by modern portfolio theory, quantitative, and technical analysis.

Katie Fredlund is a financial advisor at Kaizen Wealth Management, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at American Health Plans and Meridian Health Plans, as well as operating insurance services through Kaizen Financial, Inc. and a sole proprietorship. Kaizen Wealth Management, LLC provides financial planning and consulting to individual and high-net-worth clients, primarily acting as an introducer and liaison to third-party money managers. The firm delivers tailored financial plans and coordinates with other professionals while relying on third-party managers for investment management.

Richard Aubuchon is a financial advisor with FSA Advisors, Inc. in Troy, MI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Hantz Group and various non-financial firms such as Great Oaks Country Club and Top Golf. Outside of advisory work, he is involved in insurance sales. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm emphasizes fundamental analysis and modern portfolio theory in its investment approach, offering discretionary management and tailored asset allocations across multiple asset classes.