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.

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 at Ecos Wealth Advisors with 15 years of industry experience. Prior to joining Ecos Wealth Advisors in 2023, Harris worked for Verde Capital Management from 2008 to 2023. Harris is also the president of VERDE Insurance Agency LLC. Ecos Wealth Advisors serves individual clients, including high-net-worth households, employer-sponsored retirement plans, and business entities. The firm provides discretionary portfolio management and comprehensive financial planning, tailoring investment strategies to client goals and conducting ongoing reviews.

Corey Wangler is a Series 65 licensed financial advisor at Paragon Investing, LLC with seven years of industry experience. His prior roles include positions at Sunpointe, LLC, where he served on the investment committee, and Mercer Investment Consulting, LLC. Paragon Investing provides investment advisory and financial planning services to individuals, high-net-worth clients, other investment advisers, and businesses. The firm tailors advice based on client objectives and employs a range of investment strategies, including asset allocation, fundamental and technical analysis, and the use of both liquid and restricted-access funds.

John Somerville is a CFP® with four years of experience at Somerville Associates and ten years at Creative Edge Partners, LLC, a marketing and advertising agency where he serves as president and owner. His responsibilities at Creative Edge Partners include client management, graphic design, website development, video production, digital advertising, and strategic marketing planning. Somerville Associates serves individual and high-net-worth clients, trusts, estates, charitable institutions, and business entities with investment supervisory services and comprehensive financial planning. The firm employs fundamental analysis to identify investments with moderate valuations for potential appreciation and provides ongoing portfolio monitoring and formal semi-annual reviews.

Kyle Henris is a CFP® professional with six years of industry experience, currently serving as an advisor at Freedom Formula Wealth Management. His prior experience includes roles at Northwestern Mutual and founding several ventures, including Life Beyond Lattes LLC, an online course business. He is also involved with InvestCEO and Henris Capital LLC. Freedom Formula Wealth Management provides discretionary investment management and comprehensive financial planning for individual and high-net-worth clients, combining fundamental, technical, and charting analysis with both passive and active investment strategies. The firm emphasizes regular portfolio reviews and monthly written updates for financial planning clients.