Shawn Mueller is the principal of Mueller Asset Management in Southfield, MI, holding a Series 66 license with 14 years of industry experience. His prior roles include positions at AE Wealth Management, J.W. Cole Advisors, Kelly Capital Partners, J.P. Morgan Securities, Wells Fargo Advisors, PNC Wealth Management, and Merrill. He is also involved in insurance and annuity sales through Mueller Retirement Planning. Mueller Asset Management provides discretionary and non-discretionary portfolio management services primarily to individual and high-net-worth clients, managing approximately $45 million in assets. The firm utilizes a combination of fundamental, quantitative, technical, and modern portfolio theory analyses to create diversified portfolios, typically working with mutual funds, equities, fixed income, ETFs, and other securities.

Michael Bink is a financial advisor at Equivest Financial Advisors LLC with 11 years of industry experience. He holds a Series 65 designation and also works as a senior business analyst at Cooper Standard Automotive, a tier 1 automotive supplier, where he evaluates and implements software solutions. Equivest Financial Advisors LLC provides personalized financial planning and discretionary portfolio management for individuals, high-net-worth clients, trusts, estates, and small businesses. The firm uses a goals-based, core-and-satellite investment approach emphasizing globally diversified, low-cost ETFs and selected stocks, managing client accounts on a discretionary basis through a limited set of model portfolios.

Joseph Nelson is a CFP® professional with 33 years of industry experience currently serving as an advisor at Emde Wealth Management LLC. His prior experience includes roles at BlackRock Investment, LLC and Aurora Securities. Outside of finance, he is a songwriter and music publisher and serves as a board member and treasurer for his homeowners association. Emde Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans and other business entities. The firm provides comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting, managing customized portfolios that include a range of asset classes and alternative investments.

Anmar Sarafa is a CFA charterholder with 33 years of industry experience and has been with Steward Capital Management since 2000. He is the sole advisor at the firm and holds Series 63 and Series 65 licenses. Outside of his advisory role, Sarafa is the managing member of several entities related to Frankenmuth Brewery, where he oversees strategic investment decisions and capital expenditures. Steward Capital Management is an SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, trusts, and private investment funds. The firm employs a core/satellite Global Diversified Balanced strategy using ETFs and individual securities, and is known for sponsoring private funds and managing affiliated real estate entities.

David Patterson is a CFP® professional with 16 years of industry experience and has been with Patterson Advisors, LLC since 2005. Based in Waterford, MI, he is part of a two-advisor firm focused on comprehensive financial planning and investment analysis. Patterson Advisors serves individual investors, including high-net-worth clients and family trust beneficiaries, offering tailored services such as goal-based planning, investment recommendations, and ongoing financial support. The firm employs a disciplined, asset-allocation approach using diversified portfolios and maintains a fee-for-service model without discretionary trading authority.

Carl Bradley Jr. is a financial advisor at Wittenberg Investments Inc. with one year of industry experience. He holds a Series 65 designation and has worked at the Oakland County Road Commission as an appraiser since 2011. Outside of his advisory role, he is president of Maverick Investments LLC, a real estate investment company. 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 uses fundamental analysis to construct portfolios with a variety of investment vehicles and offers pension consulting with a focus on ERISA compliance.

Sean Ryan is a CFP® professional with eight years of experience, currently serving as an advisor at Moore Financial Strategies, LLC since 2013. He is based in Sylvan Lake, MI, and works alongside one other advisor at the firm. Moore Financial Strategies provides holistic financial planning and advisory services to middle-income individuals and families without minimum asset requirements. The firm employs a tax-aware, goals-driven approach that incorporates public research and client-specific factors to develop non-discretionary, educational advice, primarily delivered through flat-fee retainer engagements.

Nicholas Daniel is a CFP® with 34 years of experience in the financial industry. He is affiliated with Daniel Investment Group Inc., where he has worked since 1997, and previously held positions at Commonwealth Equity Services, Inc. and Commonwealth Financial Network. Daniel Investment Group provides discretionary asset management and financial planning to individuals, qualified retirement plans, charitable organizations, and other advisory clients. The firm manages approximately $210 million in assets with a small team of three advisors and emphasizes a fee-oriented, fiduciary approach that incorporates cost sensitivity, individualized planning, and customizable model portfolios.

Tommi Harris is a financial advisor with Ecos Wealth Advisors and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including 15 years at Verde Capital Management before joining Ecos Wealth Advisors in 2023. Harris is also the president of VERDE Insurance Agency LLC. Ecos Wealth Advisors provides investment advisory and financial planning services to individual clients, high-net-worth households, employer-sponsored retirement plans, and business entities. The firm implements discretionary, long-term investment strategies tailored to client goals and maintains ongoing portfolio management and planning services.

John Somerville is a CFP® with four years of experience at Somerville Associates and ten years at Creative Edge Partners, LLC, a marketing and advertising agency where he serves as president and owner. His responsibilities at Creative Edge Partners include client management, graphic design, website development, video production, digital advertising, and strategic marketing planning. Somerville Associates serves individual and high-net-worth clients, trusts, estates, charitable institutions, and business entities with investment supervisory services and comprehensive financial planning. The firm employs fundamental analysis to identify investments with moderate valuations for potential appreciation and provides ongoing portfolio monitoring and formal semi-annual reviews.

Kyle Henris is a CFP® professional with six years of industry experience, currently serving as an advisor at Freedom Formula Wealth Management. His prior experience includes roles at Northwestern Mutual and founding several ventures, including Life Beyond Lattes LLC, an online course business. He is also involved with InvestCEO and Henris Capital LLC. Freedom Formula Wealth Management provides discretionary investment management and comprehensive financial planning for individual and high-net-worth clients, combining fundamental, technical, and charting analysis with both passive and active investment strategies. The firm emphasizes regular portfolio reviews and monthly written updates for financial planning clients.

David Boike is a financial advisor at Retirement Resources, LLC with 16 years of industry experience. He holds the ChFC® designation and a Series 63 license. Prior to joining Retirement Resources in 2009, he worked at Global Financial Private Capital, LLC. In addition to his advisory role, he is also an independent insurance agent. Retirement Resources, LLC specializes in retirement income planning and provides financial planning and asset management services to individual clients. The firm manages approximately $166 million in client assets and offers discretionary portfolio management with a combination of fundamental, technical, and charting analysis.

Phillip Putney is a financial advisor with AFS Wealth Management, LLC, holding the PFS™ designation and Series 63 license, with 16 years of industry experience. He previously worked at Brookstone Capital Management LLC for two years before joining AFS Wealth Management in 2017. Outside of his advisory role, he owns and operates several non-investment businesses, including a certified public accounting firm and tax planning services. AFS Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and small businesses, providing discretionary portfolio management and financial planning. The firm integrates investment advisory services with affiliated tax and insurance businesses, constructing individualized portfolios using a combination of asset allocation and various analytical approaches.

Rico Camerone is a financial advisor with New Era Investments LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 27 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Lincoln Investment, and has been associated with New Era Investments LLC since 1993. Camerone serves on the boards of Haven of Hope and Family Assistance for Renaissance Men, both nonprofit organizations focused on community support. New Era Investments LLC advises individuals and high-net-worth clients with portfolio management and financial planning services, employing a modern portfolio theory-based approach that includes discretionary management and third-party money managers. The firm offers a broad range of investment vehicles and conducts regular account reviews to align portfolios with client objectives.

Douglas Wickham is a financial advisor with Sculati Wealth Management, LLC, holding a Series 65 designation. He has one year of industry experience and previously worked at Huntington National Bank, MRM, ARCH Cutting Tools, Cognizant, Groundspeed Analytics, Consumers Energy, and TechSmith Corporation. Sculati Wealth Management provides personalized financial planning and discretionary wealth management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm operates as a fee-only adviser, combining fundamental, technical, and cyclical analysis in its investment approach while managing approximately $381 million with a compact advisory team.

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.

Richard Crandall is a financial advisor with EPI Financial Group in Troy, MI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has held roles at several related entities, including as owner and president of Crandalling, Inc., an insurance sales and services business. Crandall also serves as an independent insurance agent with EPI Protection, LLC. EPI Financial Group provides investment advisory and financial planning services primarily to non-high-net-worth individual households, charitable organizations, and business entities. The firm utilizes a sub-adviser platform for discretionary portfolio management and offers ongoing financial planning without a separate planning fee.

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.

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.