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.

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.

Amy Mclandress is a financial advisor with Private Wealth Consulting, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked for SeaCrest Wealth Management, LLC for 12 years before joining Private Wealth Consulting in 2026. Private Wealth Consulting provides discretionary asset management and financial planning to 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 about 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.

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.

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.

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 previously worked at Sage Capital Management, LLC, LPL Financial LLC, and Highpoint Advisor Group, LLC. In addition to his advisory role, he is also an 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 investment approach centered on asset allocation with both ETF/mutual fund models and concentrated stock portfolios, utilizing third-party platforms and subadvisors.

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.

Laura Hartman is a financial advisor at Rosenberg Wealth Advisors in Birmingham, MI, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Rofi LLC, Robert W. Baird & Co. Incorporated, UBS Financial Services, Inc., Raymond James & Associates, Inc., ABC Vintage, LLC, and Revive. Rosenberg Wealth Advisors provides discretionary investment management, model-based portfolio management, and financial planning to individuals, high-net-worth individuals, charitable organizations, businesses, and retirement plans. The firm primarily constructs client portfolios using model portfolios of low-cost, diversified mutual funds and ETFs, while incorporating individual stocks, bonds, and alternative investments as appropriate, with ongoing oversight of unaffiliated Independent Managers.

Ian Porzondek is a financial advisor at Affinity Wealth Management, LLC in Plymouth, MI, holding a Series 65 designation. He has experience at Saint Clair Systems and Suburban Ford of Sterling Heights prior to joining Affinity Wealth Management in 2025. Porzondek is also a licensed insurance agent engaged in insurance sales through The Affinity Group of Companies. Affinity Wealth Management provides portfolio management and creates Investment Policy Statements tailored to clients’ goals, time horizons, and risk tolerance. The firm serves individuals and high-net-worth clients, employing a long-term trading approach that integrates charting, fundamental and technical analysis, and modern portfolio theory across a broad investable universe.

Michael Windle II is a financial advisor at Custom Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AE Wealth Management and Kalos Management. Outside of his advisory work, he is involved in an entrepreneurial venture selling Legos through Dark Side of Bricks. Custom Wealth Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, families, and trusts. The firm employs an active, asset-allocation approach with a specialization in bank-issued structured notes and integrates investment management with financial planning and insurance services through an affiliated agency.

Paige Millikin is a CFP® and holds a Series 65 license with three years of industry experience. She currently works at Sage Wealth Planning, where she has been employed since 2022. Her prior experience includes roles at Advanced Wealth Strategies and Custom Accounting, as well as multiple positions at Central Michigan University. Sage Wealth Planning provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a primarily passive investment approach with diversified portfolios and offers services under ERISA fiduciary standards.

Richard Mida Jr. is a financial advisor at Palatine Hill Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Canopy Wealth Management and Northwestern Mutual. He serves as a director for Motor City Polo, overseeing club operations. Palatine Hill Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, foundations, charities, and corporate clients. The firm manages approximately $296 million for around 279 clients, offering investment management, financial planning, and retirement plan consulting guided by written client profiles and coordinated with other professional advisors.

Luke Zimmerman is a financial advisor at Millennium Personal Finance, LLC in Ypsilanti, MI, holding a Series 66 designation with six years of industry experience. His work history includes roles at Hantz Financial Services and Hantz Bank, as well as involvement with the University of Michigan. Millennium Personal Finance is a state-registered independent advisory firm that provides holistic financial planning and portfolio management services to individual and high-net-worth clients. The firm employs a customized investment approach with diversified asset allocations and offers additional services including tax preparation and estate-planning consultations.

Mark Kidd is a financial advisor at Kidd Financial Planning, LLC with one year of industry experience. He holds the PFS™ designation and has prior experience at Norton & Kidd CPAs PC and Kindlinger & Company PC. In addition to his advisory role, he is a shareholder in a CPA and tax/accounting firm. Kidd Financial Planning, LLC provides investment management, financial planning, and retirement-plan advisory services to individual investors, trusts, charitable organizations, small businesses, and participant-directed retirement plans. The firm’s investment approach focuses on passive, asset-class diversification and long-term buy-and-hold strategies, using mutual funds, ETFs, and third-party managers.