Daniel Krug is a financial advisor with Daniel Krug & Associates in Clarkston, MI, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at his current firm since 2004 and previously was associated with Global Financial Private Capital, LLC and G.F. Investment Services, LLC. Outside of advising, he serves as a trustee managing trust finances for two non-securities clients. Daniel Krug & Associates serves individual and high-net-worth clients with investment management, financial planning, and insurance product recommendations. The firm uses third-party model portfolios and selected sub-advisers on the AssetMark platform, combining various analytical methods, and also operates as a licensed insurance agency offering insurance and annuity products alongside educational seminars and personalized tax-preparation vouchers for select clients.

Krisstin Petersmarck is a financial advisor at New Horizon Retirement Advisors with three years of industry experience. She holds a Series 65 designation and has worked at KMP Financial LLC, Bridgeriver Advisors, and Roots Wealth Partners. In addition to her advisory role, she is an independent licensed insurance agent and founder of New Horizon Retirement Solutions, Inc. New Horizon Retirement Advisors provides retirement-focused portfolio management and advisory services to individual and high-net-worth clients. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to build long-term portfolios, offering both discretionary and non-discretionary management while maintaining fiduciary standards.

Justin Hathaway is a financial advisor with EPI Financial Group in Troy, MI, holding a Series 65 credential and five years of industry experience. Prior to joining EPI Financial Group, he worked at Bill Marsh and AT&T. Outside of his advisory role, he owns and operates Not Another TCG LLC, a business involved in buying and selling antiques and collectibles. 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 employs a sub-adviser platform for discretionary portfolio management and offers financial planning without a separate planning fee.

Louis Melone is a CFP® with 30 years of industry experience, currently serving as an advisor at Melone Private Wealth, LLC since 2020. His prior experience includes roles at LPL Financial, Budd, Melone & Co. LLC, and Wells Fargo Advisors Financial Network. Outside of advising, he is an author working on a book. Melone Private Wealth, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized investment advisory and financial planning services, employing a blend of active and passive strategies with a long-term investment horizon, and manages most client assets on a discretionary basis.

David Zoellner Jr is a financial advisor at Z Advisory Innovations with 6 years of industry experience. He holds a Series 66 designation and previously worked at NewBridge Securities Corporation and Valvoline Instant Oil Change. Z Advisory Innovations provides portfolio management and tailored investment services to individuals, high-net-worth clients, and business entities. The firm employs a primarily non-discretionary approach, using tactical asset allocation and fundamental analysis to build and monitor diversified model portfolios that include mutual funds, ETFs (including Bitcoin ETFs), stocks, bonds, options, closed-end funds, and alternative investments.

Alexander Finsterwald is a financial advisor at RHL Group, LLC with one year of industry experience. He holds the Series 65 designation and has worked previously at Acorn Wealth Advisors, LLC, First State Bank, Level One Bank/First Merchants Bank, and Chemical Bank/TCF Bank/Huntington Bank. RHL Group, LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charities, and business entities. The firm employs a long-term investment approach grounded in fundamental, quantitative, and modern portfolio theory to build diversified portfolios tailored to client objectives.

Michael Recchia is a financial advisor at Oikonomos Asset Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Q3 Asset Management Corporation and Hantz Financial Services prior to joining Oikonomos in 2022. Oikonomos Asset Management offers portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals. The firm employs a range of analytical approaches and securities, providing tailored Investment Policy Statements and typically managing accounts on a discretionary basis with a fiduciary standard for retirement assets.

David Zoellner Sr. is a financial advisor at Z Advisory Innovations with 35 years of industry experience. He previously worked at Newbridge Securities Corp. for nine years before joining his current firm. He holds Series 63 and Series 65 licenses. Z Advisory Innovations provides portfolio management and tailored investment services to individuals, high-net-worth clients, and business entities. The firm employs a primarily non-discretionary management approach, using tactical asset allocation and fundamental analysis across a diverse range of investment products, including mutual funds, ETFs, and alternative investments.

Michael Reed is a financial advisor at Nardis Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Fisher Investments, Personal Capital Advisors, and Mainstay Capital Management. Nardis Advisors serves individuals, pension and profit-sharing plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, third-party manager selection, and consulting. The firm customizes portfolios across multiple asset classes, offers socially responsible investment options, and maintains a cross-border operating posture with offices in multiple locations and a notable client base outside the United States.

Todd Moss is a Certified Financial Planner® with 20 years of industry experience. He has been with Greystone Financial Group, LLC since 2020 and previously worked at related entities including Polaris Greystone Financial Group and Greystone Financial Group, Inc. He is also an agent for two commercial and real estate firms, TeamMoss LLC and TeamMoss II LLC. Greystone Financial Group serves individual and high-net-worth clients, as well as pension and profit-sharing plans and businesses, offering investment management, financial planning, and pension consulting. The firm employs a tactical investment approach combining fundamental and technical analysis with active portfolio management across ETFs, equities, and fixed income.

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.

Nicholas Harajli is a financial advisor at Vitale Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Hantz Financial Services, United Wholesale Mortgage, and Best Buy. Vitale Wealth Management provides discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm manages approximately $117 million across about 396 client relationships using model-based portfolio management and a combination of fundamental, technical, and cyclical analysis.

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.

Timothy Lata is a financial advisor with Wealth Management Services, LLC in Bloomfield Hills, MI. He holds the ChFC® designation and the Series 63 license and has 34 years of industry experience. His prior work includes roles at LPL Financial and Securities America Advisors, Inc. Wealth Management Services LLC provides fee-based financial planning and investment advisory consultations to individuals, trusts, estates, and charitable organizations. The firm delivers written financial plans and time-limited consultations based on fundamental analysis and long-term asset allocation, without managing client assets or exercising investment discretion.

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.