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.

Francis Bonner is a financial advisor at Estate Performance Advisors L.L.C. in Brighton, MI, holding a Series 65 designation. He has five years of experience with Estate Preservation Agency and previously worked five years at ATI Physical Therapy. Estate Performance Advisors L.L.C. offers discretionary asset management primarily through SEI’s managed account solutions, along with financial planning and consulting services. The firm conducts ongoing portfolio monitoring and periodic client reviews while utilizing third-party platforms and model programs.

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.

Rocky Istvan is a financial advisor at Daniel Krug & Associates with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with the firm since 2008. His career also includes roles at Global Financial Private Capital, LLC, and G.F. Investment Services, LLC. Daniel Krug & Associates provides investment management and integrated financial planning services primarily to individual and high-net-worth clients, managing approximately $130.9 million across about 218 accounts. The firm uses a wrap-fee platform sponsored by AssetMark and offers ongoing portfolio supervision, educational newsletters, and retirement-focused seminars.

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.

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.

John Hirzel is a CFP® professional with 12 years of industry experience, currently serving at Stratus Advisory Group, Inc. He has been with Stratus Advisory Group since 2013 and holds leadership roles in affiliated non-investment related entities, including a tax planning and accounting firm and an insurance agency. Stratus Advisory Group serves individual clients, including high-net-worth and non-HNW households, as well as small to mid-size businesses, providing tailored financial planning, consulting, and portfolio management. The firm employs a fundamental investment approach supplemented by cyclical and technical methods and offers both discretionary and non-discretionary services.

Vita Romberger is a financial advisor at Ecos Wealth Advisors with two years of industry experience. She holds a Series 65 designation and has previously worked at Foguth Financial Group. Ecos Wealth Advisors provides investment advisory and financial planning services to individual clients, including high-net-worth households, as well as employer-sponsored retirement plans and business entities. The firm employs discretionary, long-term strategies tailored to client goals, combining fundamental, quantitative, technical, and modern-portfolio-theory methods.

Jacob Corey is a financial advisor at Retirement Resources, LLC with a Series 65 designation and two years of industry experience. He has previously worked at State Farm and Chase Bank. Retirement Resources, LLC provides financial planning and asset management services focused on retirement income planning, managing approximately $166 million in client assets through discretionary portfolio management and a combination of fundamental, technical, and charting analyses. The firm also offers educational newsletters and free workshops to clients and prospects.

David Petoskey is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes multiple roles at LPL Financial and leadership positions at Wealthcare Advisory Partners and Wealth Management Services, LLC. He serves on the Financial Sustainability Committee for Bloomfield Township and is a notary. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, using a goals-based planning process supported by proprietary software and an evidence-based investment framework that incorporates behavioral economics.

Jeffrey Kaplan is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Oxford Harriman Private Wealth Management and has previously worked at Lincoln Investment and Thurston Springer Financial. Kaplan is also involved in estate planning through a family LLC and serves as a trustee on various matters. Oxford Harriman Private Wealth Management is an SEC-registered firm that serves individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm uses a tailored, multi-asset investment approach with continuous monitoring, offering a range of services from asset management to financial planning and retirement consulting.

Nicole Wirick is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Prosperity Wealth Strategies LLC since 2019. She previously worked at Planning Alternatives Ltd. and Wealthcare Advisors. Nicole is a licensed attorney in Michigan but does not practice law. Prosperity Wealth Strategies is a small discretionary investment adviser managing approximately $95 million for individual and high-net-worth clients. The firm provides ongoing portfolio management and comprehensive financial planning, using Modern Portfolio Theory with a long-term trading approach across mutual funds, equities, fixed income, and ETFs.

David Boike is a financial advisor with Retirement Resources, LLC in Auburn Hills, MI, holding a Series 65 designation and 15 years of industry experience. He has worked with Global Financial Private Capital, LLC since 2010 and has been with Retirement Resources since 2009. Boike is also a licensed insurance agent, dedicating approximately 20% of his time to that activity. Retirement Resources, LLC serves individual clients with a focus on retirement income planning, providing ongoing asset management, comprehensive and modular financial planning, and consultations. The firm manages about $143 million for roughly 374 clients and operates a three-advisor team.

Gregory Neino is a CFP® professional with 19 years of industry experience, currently serving at RetireMitten Financial LLC. Prior to joining RetireMitten in 2024, he worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for 16 years. RetireMitten Financial LLC serves individual and high-net-worth clients, trusts, corporations, and multi-generational families, offering discretionary investment management and financial planning services. The firm emphasizes passive portfolio construction using stocks and ETFs, guided by client-specific investment policies and periodic reviews, and is noted for its planning related to Canadian-U.S. cross-border financial considerations.

Timothy Hooker is a financial advisor with Dynamic Wealth Solutions LLC in Southfield, MI, holding a Series 65 designation and 11 years of industry experience. He has been involved with Born Free Capital Management L.L.C. since 2014 and has longstanding roles at Wayne State University and St. Mary’s Preparatory. Dynamic Wealth Solutions LLC serves individuals, high-net-worth clients, trusts, estates, foundations, small businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm uses a disciplined, model-based asset allocation approach combined with fundamental security analysis and a proprietary “TREAT” framework, providing services that include option overlay strategies and ERISA plan advisory roles.

Kenneth Schroeder is a financial advisor with Estate Performance Advisors L.L.C. in Brighton, MI, holding a Series 65 credential and bringing eight years of industry experience. Prior to joining Estate Performance Advisors in 2019, he worked at Questar Asset Management, Inc. from 2017 to 2019. Outside of his advisory role, Schroeder serves as president of two insurance-related businesses, Estate Preservation Agency, Inc. and Golden Age Marketing, Inc. Estate Performance Advisors L.L.C. provides discretionary investment management primarily through SEI Investments’ model portfolios and mutual fund solutions, serving clients with over $30 million in assets under management. The firm offers financial planning and consulting services while overseeing client accounts within SEI’s platform.

Erin Preston is a CFP® professional with 16 years of industry experience, serving clients at Patterson Advisors since 2005. She operates within a small, two-advisor firm based in Waterford, MI. Patterson Advisors provides comprehensive financial planning and investment analysis to individual investors, including high-net-worth clients and trustees or beneficiaries of family trusts. The firm employs a goal-based planning approach and a broadly diversified asset allocation methodology, focusing on no-load mutual funds, ETFs, and other low-cost investment vehicles.

Christopher Emde is a financial advisor with Emde Wealth Management LLC in Bloomfield Hills, MI, holding a Series 66 designation and 19 years of industry experience. He has been with Emde Wealth Management and Regulus, LLC since 2016. Outside of advisory services, he is a licensed insurance agent selling health and life insurance as well as fixed annuities. Emde Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and other business entities, managing approximately $45 million across 75 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting, employing individualized asset-allocation strategies that include U.S. and international equities, fixed income, ETFs, mutual funds, alternative investments, and private placements.