Antonio De Sano is a CFP® with 14 years of industry experience, currently serving as a financial professional at Third Sigma Investment Advisors LLC. His prior roles include positions at M1 Wealth Advisors, Cetera Investment Advisers LLC, Ameriprise Financial Services, Royal Alliance Associates Inc, and UBS Financial Services Inc. He is also active with M1 Wealth Advisors in a financial services capacity. Third Sigma Investment Advisors LLC provides discretionary portfolio management and investment consulting to individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm emphasizes cost-effective implementation using a combination of active managers and low-cost mutual funds and ETFs, with a focus on tax-efficient transitions and customized asset allocation.

Reno Frazzitta is a CFP® professional with 13 years of experience in financial advising, currently serving as the sole advisor at Smart Money Financial Advisors, LLC since 2015. He has over 30 years of experience as an independent insurance agent. Frazzitta is the managing member and founder of Retirement Learning Academy, which provides educational workshops on retirement planning, tax planning, Social Security, and Medicare. He also serves as Chapter President of the American Financial Education Alliance in the Oakland/Macomb area of Michigan, conducting financial literacy seminars. Smart Money Financial Advisors, LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients, utilizing a long-term investment approach based on Modern Portfolio Theory. The firm emphasizes documented client goals and risk tolerance, discretionary management, and ongoing portfolio monitoring.

Paul Erickson is an advisor at Royal Oak Wealth Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Royal Oak Wealth Advisors since 2011, including a current role at Royal Oak Financial Advisors, LLC which he co-owns. He is also co-owner of Alpha Asset Advisors, where he is a licensed independent insurance agent. Royal Oak Wealth Advisors LLC provides discretionary portfolio management primarily for individual and high net worth clients, focusing on a rules-based, dividend-growth investment strategy with a longer-term horizon. The firm operates mainly as a sub-adviser, managing accounts on behalf of unaffiliated primary advisers while handling discretionary trades and portfolio reviews.

Charles O'Connor Sr. is a financial advisor with O'Connor Financial Group, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at LPL Financial since 2010 and previously at Merrill from 2006 to 2010. Outside of advising, he is a licensed notary. O'Connor Financial Group is a state-registered investment adviser managing approximately $82.9 million for around 270 clients, primarily individuals, trusts, estates, and retirement plans. The firm uses a variety of strategies, including equity selection, mutual funds, fixed income, alternative investments, and options, tailoring portfolios to client risk tolerance and goals.

Joshua Miller is a financial advisor at Savings Coach, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC, Advantasure, Beaumont Health, and Centria Healthcare. He is also a licensed insurance agent, though he does not spend time on insurance activities during trading or non-trading hours. Savings Coach, LLC provides investment advisory, financial planning, and behavioral coaching primarily to beginning savers and clients aged 20 to 50. The firm emphasizes individualized asset allocation with a focus on value, safety, quality, and risk control, offering both discretionary portfolio management and non-discretionary coaching services.

Charles O'Connor is a financial advisor with O'Connor Financial Group, LLC in Royal Oak, Michigan. He holds a Series 66 designation and has 18 years of industry experience. O'Connor has been with his current firm since 2011 and also maintains an affiliation with LPL Financial LLC. In addition to his advisory work, he is a licensed notary. O'Connor Financial Group, LLC provides investment management and financial consulting services to individuals, trusts, estates, charitable organizations, and retirement and business entities. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis, implements option strategies, and conducts ongoing portfolio monitoring with at least quarterly reviews.

Kevin Weingarden is a Series 65-licensed advisor with four years of experience at Wittenberg Investments Inc. and his own accounting firm, Kevin Weingarden CPA LLC. He previously spent 14 years at Einstandig, Kline, & Meehan, LLP. Wittenberg Investments Inc. provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm focuses on fundamental analysis and offers services such as investment policy statement creation, portfolio monitoring, and ERISA-consistent pension consulting.

Joseph Desteiger is a CFP®-designated financial advisor at Gunder Wealth Management, LLC with 13 years of industry experience. He previously worked at McFawn Financial Services Group and Raymond James Financial Services Advisors. Gunder Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering investment management, comprehensive financial planning, and retirement plan consulting. The firm employs a investment approach based on modern portfolio theory and strategic asset allocation, utilizing both passive and active vehicles and third-party independent managers where appropriate.

John Dyer is a financial advisor at Royal Oak Wealth Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Key Management Group and Ameriprise Financial Services, Inc. He also serves as Chief Operating Officer and Investment Adviser Representative at Alpha Asset Advisors, LLC. Royal Oak Wealth Advisors LLC provides discretionary portfolio management primarily for individual and high net worth clients, specializing in a rules-based, dividend-growth investment strategy with a longer-term horizon. The firm mainly acts as a sub-adviser, managing accounts on behalf of unaffiliated primary advisers.

Donald Carnaghi is a financial advisor with Premier Estate Planners, LLC in Clinton Township, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Premier Estate Planners since 2002 and previously at Secure Asset Management, LLC from 2022 to 2025. Carnaghi is also involved with Macomb Marketing LLC and is a licensed insurance agent. Premier Estate Planners advises individuals, trusts, estates, charitable organizations, and business entities, providing wealth management services including portfolio management, third-party adviser selection, and savings plan management. The firm manages both discretionary and non-discretionary accounts and emphasizes model portfolios, often using ETFs, while serving a large client base with a small advisory team.

David Debenedictis is a ChFC® credentialed financial advisor with 14 years of industry experience, practicing at Northpoint Financial in Birmingham, MI. He has been associated with Northpoint Financial since 1982. Outside of his advisory role, he is president and sole shareholder of a life insurance sales agency and is involved in a wine education and travel business. Northpoint Financial provides comprehensive financial planning and advisory services primarily to high-net-worth individuals, focusing on estate planning, retirement modeling, and income tax planning. The firm emphasizes long-term investment strategies using a proprietary financial independence model and coordinates client relationships with various professionals while relying on external brokers and money managers for investment execution.

Thomas Mazza is a financial advisor with Premier Estate Planners, LLC in Clinton Township, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Premier Estate Planners since 2002 and previously at Secure Asset Management, LLC. Mazza is also a licensed insurance agent and involved with Macomb Marketing LLC. Premier Estate Planners serves individuals, trusts, estates, charitable organizations, and business entities by providing wealth management services including portfolio management, third-party adviser selection, and modular financial planning. The firm manages both discretionary and non-discretionary accounts and employs model portfolios, often using ETFs, while overseeing more than $226 million in client assets.

Jacob Smith is a financial advisor with Third Sigma Investment Advisors LLC and holds a Series 66 license. He has two years of industry experience and previously worked at Thrivent Financial, Ally Bank, and Ford Motor Credit Company. Smith serves as a board member for Teen HYPE, a Detroit-area nonprofit focused on youth education and leadership development. Third Sigma Investment Advisors LLC provides discretionary portfolio management and investment consulting to individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm uses a combination of active and passive investments with a focus on tax-efficient, customized asset allocation, managing primarily larger and institutional accounts on a discretionary, fee-only basis.

John Salomon Jr. is a CFP® professional with 22 years of experience in the financial industry. He is a principal and part-owner of J2 Capital Management, Inc., where he has worked since 2010, and he also operates Salomon and Associates PLLC, a CPA firm specializing in tax preparation. His prior roles include a position at Alpha Cubed Investments LLC and involvement with Node AI, Inc. Outside of financial advising, he manages tax services through his CPA firm. J2 Capital Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as corporations and other investment advisers. The firm employs a range of analytical methods and incorporates artificial intelligence tools to support compliance and operations, while also offering subadvisory strategies and managing digital-asset accounts.

Miles Jamieson is a financial advisor at Daniel Investment Group Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at Commonwealth Financial Network as well as roles in academic institutions including Wayne State University and Davidson College. Daniel Investment Group provides discretionary asset management and financial planning services to individuals, qualified retirement plans, and charitable organizations. The firm manages approximately $210 million in assets with a small advisory team and employs a fee-oriented, fiduciary approach that emphasizes cost sensitivity and individualized planning.

Gregory Carrico is a financial advisor at Legacy Wealth Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Legacy Wealth Advisors since 2016. In addition to his advisory role, Carrico is president of Contour Insurance Solutions LLC, where he is involved in the sale of insurance products and services. Legacy Wealth Advisors serves individual and high-net-worth clients with discretionary asset management, financial planning, and management of variable annuity and life products. The firm tailors portfolios based on client goals, time horizons, and risk tolerances, and offers additional services such as estate-document work and personal tax planning for clients with $500,000 or more invested.

Austin Cavanaugh is a financial advisor at Paragon Investing, LLC with one year of industry experience. He holds a Series 65 designation. Prior to his current role, he worked for Prospect Capital Restaurants and Little Caesars Enterprises. Paragon Investing provides investment advisory and financial planning services to individuals, high net worth clients, businesses, and other investment advisers. The firm offers tailored investment strategies that consider client objectives and risk tolerance, using various approaches including asset allocation, technical and fundamental analysis, and a range of investment vehicles.

Mark Miller is a CFA® charterholder with 16 years of industry experience, serving as a financial advisor at Miller Capital since 1999. He holds the Series 63 designation and is based in Troy, MI. In addition to his advisory role, Miller serves as a co-trustee for several personal and family trusts, managing investment-related responsibilities in a fiduciary capacity. Miller Capital provides discretionary investment management, portfolio advice, and financial planning services to individuals, trusts, pension and profit-sharing plans, corporations, foundations, and charitable organizations. The firm emphasizes fundamental analysis and tax-aware portfolio construction, managing a high level of assets per advisor with predominantly discretionary accounts and maintaining formal compliance and ethical standards.

Theresa Collins is a financial advisor at Paragon Retirement Planning, Inc. in Troy, MI, holding a Series 65 designation with two years of industry experience. She has worked at Paragon Retirement Planning since 2022 and has prior experience at Financial Services of America from 2006 to 2017. Outside of her advisory role, Collins acts as an independent insurance agent. Paragon Retirement Planning serves individual and high-net-worth clients, offering comprehensive and single-issue financial planning and consulting with a typical account minimum of $100,000. The firm’s investment approach utilizes model portfolios managed by unaffiliated sub-advisors, focusing on asset allocation while retaining responsibility for client relationships and periodic reviews.

Darren Brennan is a CFP®-certified financial advisor at Lakeshore Financial Planning Inc. with 13 years of industry experience. His prior work includes roles at Kaydan Wealth Management, Raymond James Financial Services, Mercer Global Advisors, and Equitable Advisors. Lakeshore Financial Planning Inc. provides discretionary portfolio management and incidental financial planning to individuals, charitable organizations, and investment clubs. The firm uses client-tailored strategies implemented through firm-developed model portfolios diversified among investment styles and asset classes, primarily via mutual funds and ETFs.