Vikas Arora is a financial advisor at Kava Financial LLC with a Series 65 designation and one year of experience in advisory services. Prior to his current role, he has worked at General Motors since 2016. Kava Financial LLC provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, emphasizing documented client goals and a diversified investment process that incorporates multiple analysis methods and both long- and short-term strategies. The firm offers educational seminars and requires clients to use Fidelity Brokerage Services LLC as custodian.

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.

Haryanto Sastro is a financial advisor with Safe Future Wealth Partners LLC in Novi, MI, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. He has been with Safe Future Wealth Partners since 2021 and previously worked at Aegis Wealth Management, Inc. and Aegis Financial, where he serves as Regional Vice President. Safe Future Wealth Partners provides ongoing portfolio management and financial planning for individual clients, often referring to unaffiliated third-party advisers for discretionary management. The firm uses model allocations and third-party portfolios for implementation and offers both discretionary and non-discretionary arrangements while also providing insurance products through an affiliated agency separately from advisory services.

Adam Hirzel is a CFP® professional with seven years of industry experience, currently serving as an advisor at Stratus Advisory Group, Inc. since 2013. He has been associated with related entities including Stratus Financial Services Corporation and Stratus Financial Corporation since 2009. Stratus Advisory Group provides tailored financial planning, consulting, and portfolio management services to individual clients—including both high-net-worth and non-high-net-worth households—as well as small to mid-size businesses. The firm employs a fundamental investment approach supplemented by cyclical and technical analysis, and offers both discretionary and non-discretionary account management.

Dewey Steffen is a financial advisor at Great Lakes Wealth, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments since 2016. Steffen serves on the Board of Trustees for William Beaumont Hospital. Great Lakes Wealth, LLC provides asset management, comprehensive wealth management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, trusts, and employer plan sponsors. The firm uses a tiered service model and employs fundamental, technical, and cyclical analysis to build tailored portfolios that include a variety of investment strategies and asset classes.

James Burns is a CFP® with 12 years of industry experience, currently serving at Ontrack Wealth Management since 2020. His prior experience includes roles at Bank of America, Merrill, and Vintage Financial Services. OnTrack Wealth Management offers financial planning, investment management, retirement plan consulting, and basic personal tax return preparation to individuals, high-net-worth clients, and charitable organizations. The firm combines fundamental and technical analysis, applies Modern Portfolio Theory, and emphasizes passive, low-cost funds to construct client-specific portfolios, typically providing comprehensive planning alongside ongoing portfolio management.

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.

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.

Neil Davis is a financial advisor with Dynamic Asset Management Group LLC in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Cetera Wealth Services, LLC, Dynamic Asset Management Group, LLC, and Concourse Financial Group Securities Inc. Outside of advisory work, Davis provides consulting services to Socios Holdings on business financials in preparation for a company pre-listing. Dynamic Asset Management Group offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm manages approximately $71 million in assets across about 349 client accounts, utilizing model portfolios based on modern portfolio theory and implementing allocations mainly through mutual funds and ETFs.

Daniel Tacker is a financial advisor at NFI Advisors, Inc. with 15 years of industry experience. He holds the Series 65 designation and has been with NFI Advisors since 1999. NFI Advisors is a small registered investment adviser that provides discretionary portfolio management and assistance selecting other advisers to individuals, trusts, estates, and a private investment fund. The firm focuses on suitability-driven, discretionary management using model portfolios, laddered U.S. Treasury bond allocations, and option writing, and it manages multiple private placement funds for accredited and qualified investors.

Peter Hamburger is a financial advisor with Prosperity Wealth Strategies LLC in Bloomfield Hills, MI, holding Series 65 and Series 66 designations and 18 years of industry experience. He previously worked for nine years at J.P. Morgan Chase and its affiliated investment management entities. Prosperity Wealth Strategies is a small discretionary investment adviser serving individual and high-net-worth clients, managing approximately $95 million across 55 client relationships. The firm focuses on ongoing portfolio management and comprehensive financial planning, applying Modern Portfolio Theory with a long-term trading approach and operating under fiduciary standards, primarily using mutual funds, equities, fixed income, and ETFs.

Jonathan Thomason is a financial advisor at Agile Wealth Partners with 12 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade Investment Management and Scottrade. Agile Wealth Partners serves individuals, families, closely held businesses, and pension or profit-sharing plans, managing approximately $26 million in client assets. The firm offers comprehensive financial planning, discretionary investment management, and business consulting, using a tactical asset allocation approach combined with fundamental and technical analysis.

Jeremy Kaplan is a CFP®-certified financial advisor with two years of industry experience, currently associated with Oxford Harriman Private Wealth Management in Bloomfield Hills, MI. His prior roles include positions at Lincoln Investment and Thurston Springer Financial. Outside of advisory work, he has provided consulting services to an e-commerce company focused on product initiatives. Oxford Harriman Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm employs a tailored, multi-asset investment approach that includes a variety of securities and alternative investments, utilizing third-party managers and platform services for execution and custody.

Clint Kraft is a financial advisor at Kraft Capital with a Series 65 designation and two years of industry experience. Prior to joining Kraft Capital, he worked at Morgan Stanley and has experience in educational and community settings through roles at Michigan State University and Saline High School. Kraft Capital provides investment management, financial planning, retirement plan consulting, income tax preparation, and educational seminars to individuals, businesses, and charitable organizations. The firm uses a mix of passive and active investment vehicles tailored to client goals and typically manages accounts on a discretionary basis while also offering retirement plan advisory services for employers.

Jason Moore is a CFP® professional with 15 years of experience in financial advising. He has been with Moore Financial Strategies, LLC since 2005. Moore Financial Strategies provides holistic financial planning and advisory services to middle-income individuals and families without minimum net-worth or asset requirements. The firm employs a tax-aware, goals-driven approach using public research and client-specific factors to shape recommendations, operating on a fee-only, flat-fee retainer model and emphasizing educational, non-discretionary advice.

Kevin Chupack is a financial advisor at Greenway Financial, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Greenway Financial since 2017, following prior roles at Highpoint Advisor Group, LLC and LPL Financial LLC. Outside of advising, he works as a licensed insurance agent involved in life insurance sales. Greenway Financial, LLC serves individuals, including high net worth clients, as well as pension and profit-sharing plans, offering financial planning, discretionary portfolio management, and ERISA non-fiduciary retirement-plan consulting. The firm employs an asset allocation approach with ETF/mutual-fund models and concentrated stock portfolios, managing approximately $151 million for about 239 clients.

Michael Tituskin is a financial advisor at Northpoint Financial in Birmingham, MI, with 15 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with Northpoint Financial since 2000. In addition to his advisory role, he operates Tituskin & Associates LLC, a tax return preparation business. Northpoint Financial provides comprehensive financial planning and advisory services primarily for high-net-worth clients, focusing on estate planning, retirement modeling, and income tax planning. The firm emphasizes long-term investment strategies using a proprietary personal-financial-independence model and coordinates client relationships with other professionals without accepting discretionary trading authority or custody of assets.