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.

Steven Sicklesteel is a CFP® professional with 15 years of experience, currently serving at DWP in Grosse Pointe Farms, MI. He has worked at Deseranno Corp since 2007. DWP provides personalized financial planning and investment management to individual clients, including high-net-worth individuals, as well as institutional entities such as pension plans, trusts, and charitable organizations. The firm employs a tailored investment approach combining fundamental and cyclical analysis, offering both discretionary and non-discretionary management across a broad range of investment types.

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.

Matthew Sumnicht is a financial advisor with Bowline Financial, LLC, holding a Series 66 designation and 11 years of industry experience. He previously worked at MML Investors Services, LLC, MassMutual Life Insurance Co, and AXA Advisors, LLC. In addition to his advisory role, he is independently licensed to sell insurance products and receives commissions for these sales. Bowline Financial serves individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and qualified retirement plans. The firm offers financial planning, investment management, qualified plan consulting, and business consulting services, utilizing strategic asset allocation and proprietary methodologies to build customized portfolios.

David Boike is a financial advisor with Retirement Resources, LLC in Auburn Hills, MI. He holds the ChFC® designation and Series 63 license and has 16 years of industry experience. Boike has worked at Global Financial Private Capital, LLC since 2010 and Retirement Resources since 2009. He is also an independent insurance agent, dedicating approximately 20% of his time to this activity. Retirement Resources, LLC primarily serves individual clients with a focus on retirement income planning, providing ongoing asset management, comprehensive and modular financial planning, and consultations for corporate benefit plan sponsors. The firm manages about $143 million for roughly 374 clients and employs a three-advisor team.

Alandress Gardner is a financial advisor at DWP with 15 years of industry experience. Gardner holds Series 63 and Series 65 licenses and has been with Deseranno Wealth Management since 2008. Gardner also operates Gardner Financial and Life Planning, providing investment advice primarily through a relationship with Deseranno Wealth Management. DWP offers personalized financial planning and investment management to individual and institutional clients, including high-net-worth individuals and various business entities. The firm employs a mix of fundamental and cyclical analysis, manages approximately $195.1 million in discretionary assets, and maintains a broad investment approach that includes equities, municipal securities, options, futures, and other instruments.

Nickolas Roeder is a financial advisor at CIG Asset Management, Inc. in Southfield, MI, holding a Series 66 designation with nine years of industry experience. He previously worked at Fidelity Brokerage Services LLC and Scottrade before joining CIG Capital Advisors in 2024. CIG Asset Management provides wealth management, financial planning, and discretionary portfolio management services to a range of clients including individuals, trusts, charitable organizations, and corporations. The firm employs an asset allocation framework that integrates strategic and dynamic models across multiple asset classes and offers SRI/ESG screened portfolios, managing accounts primarily on a discretionary basis.

Rico Camerone is a financial advisor with New Era Investments LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 27 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Lincoln Investment, and has been associated with New Era Investments LLC since 1993. Camerone serves on the boards of Haven of Hope and Family Assistance for Renaissance Men, both nonprofit organizations focused on community support. New Era Investments LLC advises individuals and high-net-worth clients with portfolio management and financial planning services, employing a modern portfolio theory-based approach that includes discretionary management and third-party money managers. The firm offers a broad range of investment vehicles and conducts regular account reviews to align portfolios with client objectives.

Douglas Wickham is a financial advisor with Sculati Wealth Management, LLC, holding a Series 65 designation. He has one year of industry experience and previously worked at Huntington National Bank, MRM, ARCH Cutting Tools, Cognizant, Groundspeed Analytics, Consumers Energy, and TechSmith Corporation. Sculati Wealth Management provides personalized financial planning and discretionary wealth management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm operates as a fee-only adviser, combining fundamental, technical, and cyclical analysis in its investment approach while managing approximately $381 million with a compact advisory team.

Jeffrey Brayton is a financial advisor at Lakeshore Financial Planning Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services, Inc. and Brayton Asset Management. Outside of his advisory role, he is also licensed as a life insurance agent. Lakeshore Financial Planning provides discretionary portfolio management and financial planning services to individuals, charitable organizations, and an investment club. The firm uses diversified model portfolios with mutual funds, ETFs, and other securities, employing both fundamental and technical analysis and offering clients discretionary trading authority.

Rico Camerone is a financial advisor with New Era Investments LLC in Southfield, MI, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. His prior work includes roles at Camerone Wealth Management, Purshe Kaplan Sterling Investments, Capital Analysts, and Lincoln Investment. Outside of advisory work, he owns TheWebTide, a marketing business focused on running campaigns and website maintenance for small businesses. New Era Investments LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, employing a strategy based on modern portfolio theory that includes both long- and short-term trading across various asset classes. The firm also offers discretionary management and utilizes third-party money managers as appropriate.

Richard Crandall is a financial advisor with EPI Financial Group in Troy, MI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has held roles at several related entities, including as owner and president of Crandalling, Inc., an insurance sales and services business. Crandall also serves as an independent insurance agent with EPI Protection, LLC. EPI Financial Group provides investment advisory and financial planning services primarily to non-high-net-worth individual households, charitable organizations, and business entities. The firm utilizes a sub-adviser platform for discretionary portfolio management and offers ongoing financial planning without a separate planning fee.

Jordan Rosenberg is a financial advisor with Rosenberg Wealth Advisors in Birmingham, MI, holding a Series 66 designation and 15 years of industry experience. He previously worked at Robert Baird & Co. for 15 years before joining Rosenberg Wealth Advisors in 2026. Outside of his advisory role, he is involved as an owner and partner in non-investment business ventures. Rosenberg Wealth Advisors provides discretionary investment management, model-based portfolio management, and financial planning services to individuals, high-net-worth clients, charitable organizations, businesses, and retirement plans. The firm manages approximately $231 million in discretionary assets for around 156 clients, utilizing a mix of low-cost diversified mutual funds and ETFs alongside individual securities and alternative investments, applying fundamental analysis with a long-term focus.

Daniel Chapman Jr. is a financial advisor at Retirement Resources, LLC in Auburn Hills, MI, holding a Series 65 designation with 14 years of industry experience. He has been with Retirement Resources since 2011. Retirement Resources, LLC provides financial planning and ongoing asset management focused on retirement income planning for individual clients. The firm offers discretionary portfolio management using a mix of fundamental, technical, and charting analysis, along with educational newsletters and free workshops.

Jeffrey Bruss is a financial advisor at Legacy Wealth Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Legacy Wealth Advisors since 2015. In addition to his advisory role, he is an attorney specializing in estate planning, estate administration, and real estate law at Stewart and Bruss, PC, and he is active as a real estate broker through Bruss Realty, LLC. He also serves on the board of directors for FreeStar Financial Credit Union. Legacy Wealth Advisors serves individual and high-net-worth clients with discretionary asset management, financial planning, and management of variable annuity and variable life products. The firm builds portfolios tailored to client goals, using various analytical methods and provides additional services including estate-document work and personal tax planning for clients with $500,000 or more invested.

Anthony Mitchell is a Series 65-licensed advisor at Marketocracy Masters Capital Management LLC with four years of industry experience. He has worked at Marketocracy since 2021 and previously held roles at Brown-Forman and Infinium Spirits. Outside of advisory work, he serves as president of Hall of Fame Corp, a technology, finance, and consulting firm, and also leads JGJ Marketing. Marketocracy Masters Capital Management is an internet-based registered investment adviser that uses algorithm-driven portfolio management for individual clients. The firm offers discretionary management of model portfolios through an interactive website and focuses on serving individual investors with low minimums.

Robert Stapleton is a financial advisor with M1 Capital Management LLC in Bloomfield Hills, MI, holding a Series 65 credential and 14 years of industry experience. He has been with M1 Capital Management since 2011. Outside of his advisory role, he is a partner in several investment-related partnerships focused on real estate and real estate lending. M1 Capital Management provides discretionary portfolio management and financial and tax planning primarily for individual clients, including many high-net-worth individuals, as well as pension, profit-sharing, charitable, and business clients. The firm emphasizes tactical asset allocation through diversified ETFs and fixed-income strategies, managing approximately $406 million in client assets.

Richard Bone is the principal of Bone Asset Management in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses with 36 years of industry experience. His prior work includes twelve years at Harbor Financial Services, LLC, and over two decades as an insurance non-variable agent. Since 2004, he has been involved with the Detroit Institute of Arts. Bone Asset Management serves individual clients, high-net-worth individuals, families, and related entities, managing approximately $65 million across a few hundred household accounts. The firm provides fee-only financial planning and ongoing portfolio management, combining fundamental, technical, and cyclical analysis with both non-discretionary recommendations and discretionary oversight of third-party sub-advisors.

Amy Mclandress is a financial advisor at Private Wealth Consulting, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Seacrest Wealth Management, LLC since 2014. Private Wealth Consulting provides discretionary asset management and financial planning to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a tailored investment approach combining fundamental, technical, charting, and cyclical analysis, managing approximately $259 million across 140 client relationships.