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 designation and one year of industry experience. Lubana has worked exclusively with Kava Financial since 2026. Kava Financial LLC provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm bases its investment process on documented client goals and employs a combination of analytical methods across various asset classes, offering periodic educational seminars and requiring clients to use Fidelity Brokerage Services LLC as custodian.

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.

Jeremiah Whiddon is a CFP® and registered investment advisor with OnTrack Wealth Management, based in Canton, MI. He has six years of experience at OnTrack Wealth Management and previously worked for six years at Atlas Oil Company. OnTrack Wealth Management serves individuals, high-net-worth clients, and charitable organizations, providing financial planning, investment management, retirement plan consulting, and basic personal tax return preparation. The firm combines fundamental and technical analysis with Modern Portfolio Theory to construct portfolios, emphasizing comprehensive planning paired with ongoing portfolio management.

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.

David Armstrong is a CFP® professional with 16 years of experience at Pinnacle Investment Advisors, LLC, where he has worked since 1998. He is also a tax partner and full-time employee at Edwards, Ellis, Stanley, Armstrong, Bowren & Co, a CPA firm providing tax and audit services to individuals and businesses since 1992. Pinnacle Investment Advisors offers financial planning and investment management to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach combining passive index funds with selective active investments and maintains formal ties to the accounting profession through its advisors’ employment at a CPA firm.

Jeff Cheek is a financial advisor at Palatine Hill Wealth Management with 16 years of industry experience. He holds a Series 65 designation and has worked at firms including Advisory Services Network, Stratos Wealth Advisors, and Telemus Capital. Outside of his advisory role, he manages a cryptocurrency mining operation through Mining Tendies, LLC. Palatine Hill Wealth Management serves individuals, retirement plans, trusts, foundations, charities, and corporate clients, managing approximately $296 million across 279 clients. The firm employs a disciplined investment process guided by written client profiles and plans, coordinating with other professional advisors and utilizing sub-advisors and outsourced tools to support its multi-advisor team.

Frederick Fragner is a financial advisor at Sage Hill Capital in Ann Arbor, MI, holding a Series 65 credential with 15 years of industry experience. He has been with Sage Hill Capital since 2011 and worked briefly at Telemus Investment Management, LLC in 2011. Sage Hill Capital advises individual and high-net-worth clients through discretionary portfolio management and financial planning services, offering customized portfolios based on client-specific factors. The firm manages approximately $214 million across around 79 client relationships and provides specialized services, including assistance with endorsement or marketing contract negotiations for professional athletes.

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.

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.

Eve Gaiser is a financial advisor with Pinnacle Wealth Management, Inc. in Brighton, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Pinnacle Wealth Management and Berthel Fisher & Company Financial Services since 2013. In addition to her advisory work, she is also a licensed insurance agent, selling life and fixed insurance products. Pinnacle Wealth Management advises individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and pension consulting through a tiered planning process, with services ranging from investment audits to tax and estate planning, and provides client education and wrap fee programs.

Austin Kent is a financial advisor at Windrock Wealth Management in Ann Arbor, MI, holding a Series 65 designation with two years of industry experience. Prior to joining Windrock, he worked at MariPau Wealth Management and has experience with Inveniam.io and several other firms. Windrock Wealth Management serves high-net-worth individuals, family offices, and retirement-plan sponsors by providing discretionary portfolio management, family office solutions, and fiduciary retirement-plan consulting. The firm employs a macroeconomic, multi-year asset-allocation approach across traditional and alternative investments and offers clients access to private placement opportunities alongside standard advisory services.

Michael Lebowski is a financial advisor at Oikonomos Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and operates an accounting firm, Michael Lebowski PLLC, where he is a licensed Certified Public Accountant. Additionally, he is a licensed real estate agent affiliated with National Realty Centers and holds a life insurance producer license. Oikonomos Asset Management provides portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals. The firm employs a range of investment strategies and typically seeks discretionary authority to manage client portfolios under a fiduciary standard.

Wilton Baker is a financial advisor with Nautica Asset Management LLC in Canton, MI, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He is also the managing director of Nautica Insurance Group LLC and has operated as an independent insurance agent under Dave Baker - Sole Proprietor since 1993, with insurance sales representing a significant part of his activities. Nautica Asset Management LLC serves a small client base with investment management and financial planning focused on individuals and pension or profit-sharing plans. The firm employs fundamental, technical, and cyclical analysis through client-specific policy statements and emphasizes retirement income planning using bucket strategies, combining securities with insurance products.

John Oliver is a financial advisor at Agile Wealth Partners with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AGILE WEALTH, LLC, Executive Wealth Management, LPL Financial, and Uvest Financial Services Group. Outside of advisory work, he is an Independent Insurance Agent and owns a marketing and consulting business. Agile Wealth Partners serves individual and high-net-worth clients, corporations, and pension or profit-sharing plans, managing approximately $32 million across about 40 client relationships. The firm employs a tactical asset-allocation approach with discretionary portfolio management and comprehensive financial planning, including estate-planning support and business consulting for family or closely held companies.

Thomas Norris is a financial advisor at NFI Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with NFI Advisors since 2004. He is also the owner and president of Norris Financial, an accounting and tax consulting firm. NFI Advisors is a small SEC-registered firm serving individual clients, trusts, estates, and private investment funds. The firm offers discretionary portfolio management with tailored investment strategies, including an options-based Hedge Strategies program for accredited investors and management of multiple private funds.

David Robertson is a financial advisor with The Financial Center, LLC in Novi, MI, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., alongside his longstanding role at The Financial Center. Outside of financial advising, he is an independent insurance agent. The Financial Center serves individuals, businesses, charitable organizations, estates, and trusts by providing fee-based financial planning, consultations, educational seminars, and referrals to third-party advisers. The firm focuses on long-term, tailored financial planning and project-based consultations, with implementation and account management arranged through third-party providers.

Cheri Young is a financial advisor with Forever Young Integrated Wealth in Brighton, MI, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has worked at several firms, including Purshe Kaplan Sterling Investments and Questar Asset Management. Outside of her advisory role, she owns a tax advisory business. Forever Young Integrated Wealth provides discretionary asset management and portfolio management to individuals, high-net-worth clients, and business entities, utilizing a combination of Modern Portfolio Theory and qualitative, quantitative, and risk analysis to tailor strategies. The firm employs SEI-managed account solutions alongside custom portfolios and conducts quarterly reviews with a focus on rebalancing and tax-loss harvesting.

Christopher Burrell is a financial advisor at Estate Performance Advisors L.L.C. in Brighton, MI, holding a Series 65 credential with eight years of industry experience. He has worked at Estate Performance Advisors since 2019 and previously at Questar Asset Management from 2017 to 2019. Outside of advisory roles, he is involved as an insurance agent and vice president in insurance marketing, focusing on agent recruiting and training. Estate Performance Advisors L.L.C. provides discretionary investment management through SEI Investments’ programs, offering financial planning and consulting services primarily to individual investors. The firm uses SEI-developed model portfolios and mutual funds, overseeing account selection and management while partnering with other advisers through tri-party co-advisory arrangements.