Rocky Istvan is a financial advisor at Daniel Krug & Associates with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Daniel Krug & Associates since 2008, including prior experience at Global Financial Private Capital, LLC and G.F. Investment Services, LLC. Daniel Krug & Associates serves individual and high-net-worth clients with investment management, ongoing financial planning, and insurance product recommendations. The firm uses third-party model portfolios and sub-advisers on the AssetMark platform, combining various analytical methods and providing clients with educational materials such as newsletters and 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.

Liam Casey is a Series 65 licensed advisor at Patrick Financial Group LLC with one year of industry experience. Prior to his advisory role, he worked at Casey Fence Co. and held various positions including roles at Hope College and Detroit Catholic Central. Patrick Financial Group, LLC is an independent registered investment adviser serving individuals, trusts, foundations, and charitable organizations. The firm provides discretionary portfolio management primarily using no-load mutual funds and ETFs, with a client base that includes a wide range of investment profiles from conservative income to aggressive growth.

Jason Moore is a CFP® professional with 21 years at Moore Financial Strategies, LLC and 16 years of industry experience. He is based in Sylvan Lake, MI, where he provides financial planning services through his firm. Moore Financial Strategies is a fee-only, holistic financial planning firm that serves primarily middle-income individuals and families. The firm offers comprehensive services including tax planning, estate-plan review, insurance analysis, retirement planning, and small-business planning, delivering advice through retainers, project engagements, and short financial reviews rather than ongoing discretionary portfolio management.

Kevin Chupack is a financial advisor at Greenway Financial, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Highpoint Advisor Group, LPL Financial, and Sage Capital Management. In addition to his advisory role, he is active as a licensed insurance agent, spending part of his time on life insurance sales. Greenway Financial 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, using third-party platforms and subadvisors while managing approximately $151 million for around 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 Series 65 licensed financial advisor with 16 years of industry experience, currently serving at Retirement Resources, LLC since 2009. He previously worked at Global Financial Private Capital, LLC for one year. In addition to his advisory role, he is a licensed insurance agent, allocating about 20% of his time to this activity. Retirement Resources, LLC is a small advisory team specializing in retirement income planning, providing financial planning and asset management services to individual clients. The firm employs a combination of fundamental, technical, and charting analysis in discretionary portfolio management and offers educational newsletters and free workshops.

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.

Jeffery Cooper is a financial advisor at Cornerstone Alternatives with a Series 65 credential and one year of industry experience. He has held executive roles outside of finance, including serving as Vice President of Product Safety and Product Compliance at ZF Automotive since 2004. Cornerstone Alternatives primarily serves individual and high-net-worth investors, focusing on private market offerings such as private placements, closed-end funds, and special-purpose vehicle private funds. The firm emphasizes tactical asset allocation using fundamental, technical, and cyclical analysis, and provides both discretionary management and non-discretionary advisory services.

Sarah Fletcher is a financial advisor at Team Covert, LLC with two years of industry experience. She holds a Series 65 designation and has worked at several firms including Merrill Lynch and Barnett Financial & Tax, Inc. Outside of advising, she is also licensed to sell insurance products. Team Covert, LLC serves individual and high-net-worth clients by providing portfolio management, comprehensive financial planning, and targeted financial consulting. The firm customizes portfolios using model strategies and a recommended sub-adviser for trading, while also offering integrated tax and insurance services through affiliated entities.

Brian Stone is a Series 66-licensed financial advisor with 17 years of industry experience. He has been with Greystone Financial Group, LLC since 2020 and previously worked at Polaris Greystone Financial Group, LLC from 2015 to 2020. Greystone Financial Group serves individual and high-net-worth clients, pension and profit-sharing plans, and other businesses by providing discretionary and non-discretionary investment management, financial planning, and pension consulting services. The firm employs a tactical investment approach that combines fundamental and technical analysis with active portfolio adjustments aimed at managing downside risk and pursuing risk-adjusted returns across various asset classes.