Michael Schuchard is the principal of Schuchard Capital Management Inc in Sterling Heights, MI, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has managed Schuchard Capital Management since 1989. The firm provides discretionary investment supervisory services and financial planning to individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations, serving both high-net-worth and retail investors. Its investment approach emphasizes asset allocation based on historical asset-class relationships, low-cost index funds and ETFs, and regular rebalancing to control risk.

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.

Paul Dunbar is a financial advisor with M1 Capital Management LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with M1 Capital since 2011, following roles at Purshe Kaplan Sterling and Thinkorswim Advisors. Outside of financial advising, he is a licensed real estate agent representing buyers and sellers of lakefront properties in Northern Michigan. M1 Capital Management advises primarily individual clients, including many high-net-worth individuals, through discretionary portfolio management and financial and tax planning services. The firm uses a tactical, actively managed asset allocation approach implemented mainly via ETFs, with customized portfolio management tailored to each client’s risk tolerance and goals.

Benjamin Barnhart is a CFP® professional with 12 years of industry experience, currently serving as an advisor at On Point CRNA. His prior roles include positions at Barnhart Wealth Management, Charles Schwab, TD Ameritrade Investment Management, and Scottrade. On Point CRNA is an SEC-registered adviser managing approximately $100 million across 183 accounts, offering discretionary investment management and financial planning services to individual and high-net-worth clients. The firm employs a passive, model-portfolio approach primarily using ETFs and index mutual funds and provides additional services such as tax preparation and payroll facilitation.

Elmo Wedderburn is a financial advisor with EverythingHR Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining EverythingHR in 2017, he worked at Charles Schwab for ten years and Ameriprise Advisor Services for two years. Wedderburn also has a longstanding role with Southwest Airlines as a customer service airline ticket agent. His outside activities include serving on the board of a charter school in Oakland and participating as an election inspector in San Francisco. EverythingHR Financial Services LLC provides portfolio management and investment-advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $23 million in assets across about 90 client accounts using client-specific Investment Policy Statements and a long-term trading approach informed by modern portfolio theory, quantitative, and technical analysis.

Katie Fredlund is a financial advisor at Kaizen Wealth Management, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at American Health Plans and Meridian Health Plans, as well as operating insurance services through Kaizen Financial, Inc. and a sole proprietorship. Kaizen Wealth Management, LLC provides financial planning and consulting to individual and high-net-worth clients, primarily acting as an introducer and liaison to third-party money managers. The firm delivers tailored financial plans and coordinates with other professionals while relying on third-party managers for investment management.

Jack Yarosh is a financial advisor at Verde Capital Management, Inc. with six years of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual and various other organizations. Outside of advising, he is a minority owner of Millpond Bed and Breakfast LLC, a historic property with multiple Airbnb rental units in Clarkston, Michigan. Verde Capital Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses with investment management, fiduciary services, and financial planning. The firm’s investment process incorporates fundamental and technical analysis and utilizes diversified fund menus along with derivatives and synthetic strategies to manage portfolios.

Timothy Sullivan is a financial advisor at Strategic Wealth Advisors Group, Inc. with 15 years of industry experience. He holds a Series 65 designation and has worked at the firm since 2014. In addition to his advisory role, he is the CEO and founder of Strategic Wealth Insurance Group, where he focuses on life insurance, annuity, and federal employee benefits sales. Strategic Wealth Advisors Group serves individual clients, including high-net-worth households, offering financial planning, consulting, and discretionary investment management. The firm primarily allocates client assets to independent registered managers and provides ERISA plan services, along with public educational seminars on investment topics.

Kenneth Arafat is a financial advisor at Strategic Wealth Advisors Group, Inc. in Utica, MI. He holds a Series 65 designation and has been with the firm for one year. Prior to joining the firm, he worked in retail and food service industries. Strategic Wealth Advisors Group serves individual clients, including high-net-worth individuals, offering financial planning, consulting, discretionary investment management, and retirement-plan advisory services. The firm primarily allocates client assets to independent managers and conducts ongoing monitoring, combining fundamental and technical analysis in its planning approach.

Dominic Stewart is a financial advisor with CPR Investments Inc holding a Series 65 credential. He has one year of industry experience and previously worked at Studio Design & Millwork for eight years while also completing a decade as a full-time student. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm offers multi-manager portfolios combining tactical models with third-party advisors, emphasizing defensive positioning and ongoing model monitoring.

Michael Dzialo is a financial advisor at Managed Asset Portfolios, LLC in Rochester, MI, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Managed Asset Portfolios since 2000. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a range of clients, including individuals, pension and government plans, trusts, and investment companies. The firm’s investment approach emphasizes fundamental, value-oriented equity analysis and detailed fixed-income research, utilizing tools such as the Bloomberg MAC-3 risk model and employing strategies across multi-cap and global portfolios.

Matthew Zajac is a financial advisor with Eagle Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been associated with Eagle Financial Advisors since 2014 and Eagle Financial Group since 2019. Outside of advisory work, he has served as an insurance agent since 2002. Eagle Financial Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, trusts, corporations, and other business entities. The firm manages approximately $113 million in assets, primarily on a non-discretionary basis, employing quantitative techniques and third-party research to develop client-specific investment policies.

William Waggoner II is a financial advisor with Stoney Creek Advisors LLC in Rochester Hills, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stoney Creek Advisors since 2016 and previously worked at Oakland Community College for 22 years. Outside of his advisory role, he is a partner and owner of Stoney Creek Partners, LLC, a life and health insurance agency. Stoney Creek Advisors, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a documented investment policy statement, multiple analytical methods, and offers services including third-party money manager selection, retirement-plan advisory, and held-away 401(k) account management through the Pontera platform.

Natalie Snyder is a Series 65-licensed financial advisor at VIMA, LLC with two years of industry experience. She has been with VIMA since 2021. VIMA, LLC is a mid-sized advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm uses a top-down, sector-level screening process and may employ covered-call option writing, hedging with cash positions, and margin trading when authorized by clients.

Dennis Prost is a CFP® with 37 years of industry experience, currently serving at VIMA, LLC since 2022. His prior roles include positions at PVG Asset Management Corporation, Harvest Investment Services LLC, and Proequities, Inc. Prost holds Series 63 and Series 65 licenses. VIMA, LLC is a mid-sized advisory firm that serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-level screening process with strategies that may include covered-call option writing and hedging, offering customized portfolios across equities, fixed income, mutual funds, and ETFs.

Zachary Fellows is a CFA® charterholder with 11 years of industry experience, currently serving at Managed Asset Portfolios, LLC. He has been with the firm since 2015, holding multiple roles over that period. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, institutions, trusts, and mutual funds. The firm employs a bottom-up, fundamental value research approach focused on high-quality companies and manages a range of strategies including fixed-income, balanced, and global equity portfolios.

Brian Lakkides is a financial advisor at Financial Freedom House with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cygnet Financial Planning, Inc. (dba Financial Freedom House) since 2010 and at Triad Advisors, Inc. from 2005 to 2016. He serves as president of Fiduciary Firewall Consulting, Inc., providing ERISA compliance and consulting services, and is a board member and instructor at the Cygnet Institute of Personal Financial Literacy, a nonprofit organization offering financial education. Additionally, he officiates USSF sanctioned youth and adult soccer matches as a Grade 7 referee. Financial Freedom House offers investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, and qualified retirement plan sponsors. The firm uses a fiduciary approach with strategic asset allocation primarily through ETFs and passively managed funds, employing tools like Monte Carlo simulation and ongoing financial plan modeling to assess goal probabilities.

With more than 15 years of experience in the wealth management industry, Carla founded Ametrine Wealth with the vision of helping people–particularly women–take control of their financial futures. She prides herself on creating a compassionate, trusting environment for clients and removing the barriers that keep people from setting and achieving their financial goals. Carla’s clients value her financial planning insight, ability to break down complex topics, attention to detail, and approachable demeanor. Originally from Massachusetts, Carla initially envisioned a career in science. She graduated magna cum laude from Washington and Lee University and received a Masters in chemistry from Northwestern University. However, long hours in the lab made her realize her preference for engaging with people over compounds, and she decided to put her analytical skills to use in the financial sector. Carla holds an MBA in Finance and General Management from the University of Chicago Booth School of Business and is a Certified Financial Planner Practitioner(TM). Carla lives in Lake Orion with her husband, Jarod, and her two greatest accomplishments, daughters Brinley and Chloe.

Emily Pehlis is a financial advisor at Strategic Wealth Advisors Group, Inc. with three years of industry experience. She holds the Series 66 designation and has previously worked at MassMutual Great Lakes and Dynamic BDC. Strategic Wealth Advisors Group serves individual clients, including high-net-worth households, through financial planning, consulting, and discretionary investment management. The firm primarily allocates client assets to independent registered managers and offers ERISA plan services along with public educational seminars on investment topics.

Angelo D'orazio is a financial advisor at Stoney Creek Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Ameriprise and J.P. Morgan Securities LLC. Outside of his advisory role, he serves as treasurer on the board of the Italian American Club of Livonia Charitable Foundation, which supports Italian culture and scholarships. Stoney Creek Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm uses a documented Investment Policy Statement, model portfolios, and a mix of analytical methods to manage investments, with at least quarterly account reviews and rebalancing.