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.

Michael Prus is the president and founder of Scale Investment Group, an independent advisory firm. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including roles at Investment Counsel Inc and Freedom One Financial Group. Scale Investment Group serves individuals and institutional clients with a focus on retirement plan management, pension consulting, and sub-advisory services. The firm emphasizes low-cost, diversified portfolios using both quantitative and qualitative fund selection, offering discretionary and non-discretionary management alongside regular fund reviews and consulting projects.

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 33 years of industry experience. He is the principal of Mcn Investment Management Co. in Troy, MI, where he has worked since 2019. Prior to that, he held positions at Commonwealth Financial Network and Wells Fargo Advisors. Outside of advisory services, he owns SAS Gear Corp., 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 employs proprietary model portfolios and offers negotiable qualified-plan consulting, including participant enrollment and education.

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 16 years of experience at Haas Financial Services Inc, where he has worked since 2010. He serves as treasurer for the Rotary Club of Milford, MI, and has been the editor of 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 an active, trend- and momentum-based investment approach through its proprietary Haas Financial Money Management Program and offers both fee-based portfolio management and commissionable insurance products.

Leyland Lindie Jr. is a financial advisor at Christ Capital Advisors in Troy, MI, holding Series 66 and Series 63 licenses with six years of industry experience. His prior roles include positions at Foguth Financial Group, Alight Financial Solutions, and J.P. Morgan Securities LLC. Christ Capital Advisors provides discretionary portfolio management, financial planning, and qualified retirement-plan advisory services to individuals, high-net-worth clients, corporations, and businesses. The firm employs a multi-strategy investment approach emphasizing long-term asymmetric appreciation, uncorrelated returns, and capital preservation, using primarily ETFs and other exchange-traded products.

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 the principal of Mueller Asset Management in Southfield, MI, holding a Series 66 license with 14 years of industry experience. His prior roles include positions at AE Wealth Management, J.W. Cole Advisors, Kelly Capital Partners, J.P. Morgan Securities, Wells Fargo Advisors, PNC Wealth Management, and Merrill. He is also involved in insurance and annuity sales through Mueller Retirement Planning. Mueller Asset Management provides discretionary and non-discretionary portfolio management services primarily to individual and high-net-worth clients, managing approximately $45 million in assets. The firm utilizes a combination of fundamental, quantitative, technical, and modern portfolio theory analyses to create diversified portfolios, typically working with mutual funds, equities, fixed income, ETFs, and other securities.

Michael Bink is a financial advisor at Equivest Financial Advisors LLC with 11 years of industry experience. He holds a Series 65 designation and also works as a senior business analyst at Cooper Standard Automotive, a tier 1 automotive supplier, where he evaluates and implements software solutions. Equivest Financial Advisors LLC provides personalized financial planning and discretionary portfolio management for individuals, high-net-worth clients, trusts, estates, and small businesses. The firm uses a goals-based, core-and-satellite investment approach emphasizing globally diversified, low-cost ETFs and selected stocks, managing client accounts on a discretionary basis through a limited set of model portfolios.

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.

David Patterson is a CFP® professional with 16 years of industry experience and has been with Patterson Advisors, LLC since 2005. Based in Waterford, MI, he is part of a two-advisor firm focused on comprehensive financial planning and investment analysis. Patterson Advisors serves individual investors, including high-net-worth clients and family trust beneficiaries, offering tailored services such as goal-based planning, investment recommendations, and ongoing financial support. The firm employs a disciplined, asset-allocation approach using diversified portfolios and maintains a fee-for-service model without discretionary trading authority.

Carl Bradley Jr. is a financial advisor at Wittenberg Investments Inc. with one year of industry experience. He holds a Series 65 designation and has worked at the Oakland County Road Commission as an appraiser since 2011. Outside of his advisory role, he is president of Maverick Investments LLC, a real estate investment company. Wittenberg Investments Inc. provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses fundamental analysis to construct portfolios with a variety of investment vehicles and offers pension consulting with a focus on ERISA compliance.

Sean Ryan is a CFP® professional with eight years of experience, currently serving as an advisor at Moore Financial Strategies, LLC since 2013. He is based in Sylvan Lake, MI, and works alongside one other advisor at the firm. Moore Financial Strategies provides holistic financial planning and advisory services to middle-income individuals and families without minimum asset requirements. The firm employs a tax-aware, goals-driven approach that incorporates public research and client-specific factors to develop non-discretionary, educational advice, primarily delivered through flat-fee retainer engagements.

Nicholas Daniel is a CFP® with 34 years of experience in the financial industry. He is affiliated with Daniel Investment Group Inc., where he has worked since 1997, and previously held positions at Commonwealth Equity Services, Inc. and Commonwealth Financial Network. Daniel Investment Group provides discretionary asset management and financial planning to individuals, qualified retirement plans, charitable organizations, and other advisory clients. The firm manages approximately $210 million in assets with a small team of three advisors and emphasizes a fee-oriented, fiduciary approach that incorporates cost sensitivity, individualized planning, and customizable model portfolios.

Tommi Harris is a financial advisor with Ecos Wealth Advisors and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including 15 years at Verde Capital Management before joining Ecos Wealth Advisors in 2023. Harris is also the president of VERDE Insurance Agency LLC. Ecos Wealth Advisors provides investment advisory and financial planning services to individual clients, high-net-worth households, employer-sponsored retirement plans, and business entities. The firm implements discretionary, long-term investment strategies tailored to client goals and maintains ongoing portfolio management and planning services.

Corey Wangler is a Series 65 licensed advisor with eight years of industry experience. He is currently with Paragon Investing, LLC, where he has worked since 2021. His prior experience includes roles at Sunpointe, LLC and Mercer Investment Consulting, LLC. Wangler also serves as a committee member on the investment committee of Sunpointe LLC. Paragon Investing provides investment advisory and financial planning services to individuals, high net worth clients, businesses, and other investment advisers. The firm offers tailored investment approaches including discretionary and non-discretionary managed accounts, utilizing asset allocation, fundamental and technical analysis, and a variety of investment vehicles.