Daniel Krug is a financial advisor with Daniel Krug & Associates in Clarkston, MI, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at his current firm since 2018 and has prior experience at Global Financial Private Capital, LLC and G.F. Investment Services, LLC. Outside of his advisory role, he serves as a trustee managing trust finances for non-securities clients. Daniel Krug & Associates provides investment management and integrated financial planning services to individual and high-net-worth clients, overseeing approximately $130.9 million across about 218 accounts. The firm utilizes a wrap-fee platform with model portfolios and third-party sub-advisers, offers educational newsletters and retirement workshops, and is licensed as an insurance agency able to recommend annuities and other insurance products.

RetireMitten Financial specializes in helping family’s transition into retirement. We are also experts in cross-border financial planning, specifically helping families that have worked in both the U.S. and Canada. In order to help families realize their dream of a successful retirement, we go through a three-step process. Step 1: The Retirement Roadmap Initially, we go through a comprehensive retirement plan and goal setting process. What do you want your ideal retirement to look like? How do you envision spending your newfound free time? Great, let's put together a plan so that you can stop worrying, and start enjoying retirement. Step 2: The Retirement Paycheck Once goals are established, we now need to build an investment portfolio to help meet those goals. We believe in a cash-flow matching investment strategy. Cash-flow matching involves creating a monthly “retirement paycheck”, to help meet your goals. This allows you to feel comfortable generating a steady stream of income, regardless of the ups and down of the stock market. Step 3: On-going Planning and Support The initial plan and investment strategy are only the beginning. Things change a lot in retirement. The stock market, your goals, and your life are ever changing. So should your retirement plan. Our systematic approach to meetings allows us to consistently change your plan as soon as your goals change. That European river cruise you woke up last night dreaming about, let’s figure out how to make it a reality. Looking for a Stress-Free and Fulfilling Retirement? If you are looking for an experienced financial planner to help guide you through retirement, let’s talk.

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 five years of industry experience. He holds a Series 66 designation and previously worked at NewBridge Securities Corporation, Valvoline Instant Oil Change, Rockwells, and The Dock on Montrose Beach. Z Advisory Innovations provides portfolio management and tailored investment services to individuals, high-net-worth clients, and business entities. The firm manages model portfolios using tactical asset allocation and fundamental analysis, offering a range of investment options including mutual funds, ETFs (such as Bitcoin ETFs), stocks, bonds, options, closed-end funds, and alternative investments, operating mainly on a non-discretionary basis.

Michael Brasza is a CFP® with 17 years of industry experience. He is currently with RetireMitten Financial LLC, where he has worked since 2022 following 14 years at Mainstay Capital Management. RetireMitten Financial LLC serves individuals, high-net-worth clients, trusts, corporations, and multi-generational families, offering discretionary investment management and written financial planning services. The firm’s investment approach emphasizes passive portfolio construction with stocks and ETFs, guided by client-specific Investment Policy Statements and periodic reviews.

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 with Stalt Financial, LLC in Troy, Michigan. She holds a Series 65 credential and has two years of industry experience. Her prior work includes roles at Brookstone Wealth Advisors, Advanced Capital Group, Core Financial Group, and Retirement Resources. She is also a licensed insurance agent. Stalt Financial provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, business owners, and entities. The firm’s approach combines proprietary research and third-party analytics with diversified portfolios primarily using ETFs, mutual funds, fixed income, and selected insurance products.

Colin Overweg is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Advize Wealth Management in Rochester, MI, where he has worked since 2018, following roles at Waddell & Reed, Inc. and Cetera Advisors LLC. He is also licensed to sell life and health insurance and may receive additional compensation from these sales. Advize Wealth Management serves individual and high-net-worth clients with wealth management, investment management, financial planning, and employee benefit plan advisory services. The firm emphasizes asset allocation and predominantly passive investing, utilizing index funds, ETFs, and technology-driven model portfolios.

Nicholas Salomon is a financial advisor at J2 Capital Management, Inc. He holds the Series 65 designation and has four years of industry experience. Prior to joining J2 Capital Management, he worked at Northwestern Mutual and VNN. In addition to his advisory role, he is licensed to assist clients with life, long-term care, and disability insurance, and provides seasonal tax preparation services. J2 Capital Management offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as corporations and other investment advisers. The firm employs a variety of analytical methods and utilizes artificial intelligence tools under human supervision, and it extends its reach through subadvisory strategies and third-party solicitors.

Nicholas Harajli is a Series 66-registered advisor at Vitale Wealth Management with two years of industry experience. He previously worked at Hantz Financial Services and United Wholesale Mortgage, and earlier held roles at Best Buy. Vitale Wealth Management serves individual and high-net-worth clients through discretionary asset management and hourly financial planning. The firm manages approximately $101.8 million in discretionary assets across about 383 client relationships, using model-based portfolios and multiple analytical approaches while maintaining co-advisor partnerships for select strategies.

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 financial advisor with A & L Financial Services, LLC in Rochester, MI, holding a Series 65 designation and 15 years of industry experience. He has been with A & L Financial since 2000. Outside of his advisory role, he is employed as a loan officer at St. James Mortgage Corp., assisting qualified individuals with residential mortgage acquisition. A & L Financial Services provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm employs a mix of fundamental, technical, and cyclical analysis, including option-writing strategies, and operates on a fee-only, principal-led basis.

Timothy Lata is a financial advisor with Wealth Management Services, LLC, holding the ChFC® designation and a Series 63 license, and has 33 years of industry experience. His career includes roles at LPL Financial and Wealthcare Advisory Partners LLC. Wealth Management Services LLC provides fee-based financial planning and investment advisory consultation for individuals, trusts, estates, and charitable organizations. The firm focuses on written financial plans and time-limited consultations, using fundamental analysis and a long-term asset allocation approach tailored to clients' goals, risk tolerance, and tax considerations.

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.