Justin Hathaway is a financial advisor with EPI Financial Group in Troy, MI, holding a Series 65 credential and five years of industry experience. Prior to joining EPI Financial Group, he worked at Bill Marsh and AT&T. Outside of his advisory role, he owns and operates Not Another TCG LLC, a business involved in buying and selling antiques and collectibles. 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 employs a sub-adviser platform for discretionary portfolio management and offers financial planning without a separate planning fee.

Louis Melone is a CFP® with 30 years of industry experience, currently serving as an advisor at Melone Private Wealth, LLC since 2020. His prior experience includes roles at LPL Financial, Budd, Melone & Co. LLC, and Wells Fargo Advisors Financial Network. Outside of advising, he is an author working on a book. Melone Private Wealth, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized investment advisory and financial planning services, employing a blend of active and passive strategies with a long-term investment horizon, and manages most client assets on a discretionary basis.

Albert Lalonde is a Series 65-licensed financial advisor with Kaizen Wealth Management, LLC, where he has worked for 10 years. He has a total of 9 years of industry experience and previously worked with Kaizen Financial Group, LLC. Lalonde also manages an insurance services business as a managing member and insurance agent. Kaizen Wealth Management provides financial planning and consulting primarily to individual and high-net-worth clients, serving as an introducer and liaison to third-party money managers rather than directly managing client assets. The firm prepares tailored financial plans and coordinates with other professionals while relying on referrals and fee-sharing arrangements with external investment managers.

Ryan Knaack is a financial advisor at Wealthy Intentions with five years of industry experience. He holds a Series 65 designation and has previously worked at Rocket Companies, FCA USA, Conifer Insurance, Sun Communities, and BDO USA. In addition to his advisory role, he serves as a Senior External Reporting Analyst at Rocket Companies, focusing on SEC filings. Wealthy Intentions provides investment management, comprehensive financial and business planning, and tax preparation services primarily to individual clients. The firm uses a passive investment approach based on Modern Portfolio Theory, combining diversified portfolios of index mutual funds and ETFs with fundamental and cyclical analysis to tailor portfolios to clients’ risk and investment objectives.

Walter Maziarz is a financial advisor with Trinity Wealth Solutions LLC in Sterling Heights, MI, holding a Series 66 designation and 28 years of industry experience. He has owned and operated multiple related businesses focused on financial services and tax planning since the mid-1990s. Maziarz also serves on the boards of several nonprofit organizations that promote Polish culture and investment opportunities in the Detroit area. Trinity Wealth Solutions is a state-registered independent advisory firm serving individuals, families, trusts, estates, and retirement-plan participants. The firm offers wealth management, retirement and estate planning, comprehensive financial planning, and income tax planning and preparation, utilizing a combination of TAMP-managed strategies and direct securities tailored through a proprietary asset-allocation model.

Todd Moss is a Certified Financial Planner® with 20 years of industry experience. He has been with Greystone Financial Group, LLC since 2020 and previously worked at related entities including Polaris Greystone Financial Group and Greystone Financial Group, Inc. He is also an agent for two commercial and real estate firms, TeamMoss LLC and TeamMoss II LLC. Greystone Financial Group serves individual and high-net-worth clients, as well as pension and profit-sharing plans and businesses, offering investment management, financial planning, and pension consulting. The firm employs a tactical investment approach combining fundamental and technical analysis with active portfolio management across ETFs, equities, and fixed income.

Felicia Harris is a CFP® with 32 years of industry experience, currently serving at EverythingHR Financial Services LLC since 2017. She previously worked at Ameriprise Financial Services, Inc. beginning in 2009. Outside of financial advising, Harris is involved in human resources consulting and workforce development through ownership of El Shaddai Consulting LLC and related entities. EverythingHR Financial Services LLC provides portfolio management and investment-advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm manages approximately $23 million in assets across about 90 client accounts, emphasizing client-specific Investment Policy Statements and a long-term trading approach supported by quantitative and technical analysis.

Catherine Toone is a financial advisor with Stalt Financial, LLC in Troy, Michigan. She holds a Series 65 credential and has two years of industry experience. Her prior work includes roles at Brookstone Wealth Advisors, Advanced Capital Group, Core Financial Group, and Retirement Resources. She is also a licensed insurance agent. Stalt Financial provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, business owners, and entities. The firm’s approach combines proprietary research and third-party analytics with diversified portfolios primarily using ETFs, mutual funds, fixed income, and selected insurance products.

Colin Overweg is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Advize Wealth Management in Rochester, MI, where he has worked since 2018, following roles at Waddell & Reed, Inc. and Cetera Advisors LLC. He is also licensed to sell life and health insurance and may receive additional compensation from these sales. Advize Wealth Management serves individual and high-net-worth clients with wealth management, investment management, financial planning, and employee benefit plan advisory services. The firm emphasizes asset allocation and predominantly passive investing, utilizing index funds, ETFs, and technology-driven model portfolios.

Nicholas Salomon is a financial advisor at J2 Capital Management, Inc. He holds the Series 65 designation and has four years of industry experience. Prior to joining J2 Capital Management, he worked at Northwestern Mutual and VNN. In addition to his advisory role, he is licensed to assist clients with life, long-term care, and disability insurance, and provides seasonal tax preparation services. J2 Capital Management offers 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 variety of analytical methods and utilizes artificial intelligence tools under human supervision, and it extends its reach through subadvisory strategies and third-party solicitors.

Zhaoji Yang is a CFA® charterholder with one year of industry experience, currently advising at Rochester Wealth Strategies, LLC. Prior to this role, he spent eight years at Joshua Analytical Research, LLC and ten years at Flexible Plan Investments, Ltd. Outside of his financial advisory work, he is employed by LanguageLine Solutions, Inc. Rochester Wealth Strategies provides wealth management and comprehensive financial planning to individuals, trusts, and institutional sponsors. The firm employs a planning-centric investment process focused on fundamental analysis and primarily ETF-based portfolios tailored to clients’ risk tolerance and liquidity needs.

Gary Aidem is a financial advisor with A & L Financial Services, LLC in Rochester, MI, holding a Series 65 designation and 15 years of industry experience. He has been with A & L Financial since 2000. Outside of his advisory role, he is employed as a loan officer at St. James Mortgage Corp., assisting qualified individuals with residential mortgage acquisition. A & L Financial Services provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm employs a mix of fundamental, technical, and cyclical analysis, including option-writing strategies, and operates on a fee-only, principal-led basis.

Timothy Lata is a financial advisor with Wealth Management Services, LLC, holding the ChFC® designation and a Series 63 license, and has 33 years of industry experience. His career includes roles at LPL Financial and Wealthcare Advisory Partners LLC. Wealth Management Services LLC provides fee-based financial planning and investment advisory consultation for individuals, trusts, estates, and charitable organizations. The firm focuses on written financial plans and time-limited consultations, using fundamental analysis and a long-term asset allocation approach tailored to clients' goals, risk tolerance, and tax considerations.

Steven Kuza is a CFP® and ChFC® with 16 years of experience in financial services. He is currently with Oxford Harriman Private Wealth Management and previously spent a decade with Northwestern Mutual in various roles. Outside of financial advising, Kuza hosts a dental-specific podcast and authors a leadership-focused newsletter. 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 with continuous monitoring and rebalancing, incorporating both third-party managers and proprietary model portfolios.

Noah Wolthuis is a CFP® with five years of industry experience currently affiliated with On Point CRNA. His prior roles include positions at Barnhart Wealth Management LLC, Zhang Financial LLC, and PrairieView Partners, among others. On Point CRNA is an SEC-registered adviser serving individual and high-net-worth clients with a two-advisor team managing approximately $100 million. The firm employs a passive, model-portfolio approach focused on diversified, risk-based allocations using ETFs and index mutual funds, and offers bundled services including discretionary investment management, financial planning, tax preparation, and payroll facilitation.

Michael Schuchard is the principal of Schuchard Capital Management Inc in Sterling Heights, MI, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has managed Schuchard Capital Management since 1989. The firm provides discretionary investment supervisory services and financial planning to individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations, serving both high-net-worth and retail investors. Its investment approach emphasizes asset allocation based on historical asset-class relationships, low-cost index funds and ETFs, and regular rebalancing to control risk.

Troy Williams is a CFA® charterholder with one year of experience at Miller Capital. Prior to joining Miller Capital, he held positions at Stout, General Motors, Azimuth Capital Management, Owens Corning, and Hantz Financial Services. His career also includes academic experience as a full-time student at Wayne State University and Grosse Pointe North. Miller Capital provides discretionary investment management, portfolio advice, and wealth management services to individuals, trusts, pension plans, corporations, and charitable entities. The firm emphasizes fundamental analysis, tax-aware portfolio customization, and fiduciary responsibility, managing a high level of assets with a focus on personalized investment strategies.

Daniel Zech is a financial advisor at Stalt Financial, LLC in Troy, MI, holding CFP®, ChFC®, and Series 66 credentials with nine years of industry experience. His prior experience includes roles at MML Investors Services, FAI Advisors, The O.N. Equity Sales Company, and Ohio National Financial Services. Outside of advisory work, he is a co-owner of Lone Light Spirits, LLC, a distillery company, though he is not currently active in this business. Stalt Financial, a two-advisor firm, provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, including high-net-worth clients, as well as business owners and entities. The firm’s investment approach integrates proprietary research, third-party analytics, and diversification, utilizing ETFs, mutual funds, fixed income, and selected insurance products, with additional services that include retirement, tax, risk management, and estate planning.

Joseph Elias is a Series 65-licensed financial advisor with Wealthy Intentions in Sterling Heights, MI, bringing three years of industry experience. He has worked at Rocket Mortgage since 2015. Wealthy Intentions is a small independent advisory firm that serves individual clients with investment management, financial and business planning, and tax preparation services. The firm uses a passive investment approach based on Modern Portfolio Theory, tailoring diversified portfolios with index funds and ETFs according to each client’s risk objectives.

Paul Dunbar is a financial advisor with M1 Capital Management LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at M1 Capital Management since 2011 and was also affiliated with Purshe Kaplan Sterling from 2011 to 2021. Outside of his advisory role, he is a licensed real estate agent representing buyers and sellers of Northern Michigan lakefront properties. M1 Capital Management provides discretionary portfolio management and financial and tax planning for individual clients, including many high-net-worth individuals, as well as pension, profit-sharing, charitable, and business clients. The firm employs a tactical asset-allocation approach primarily through diversified ETFs and fixed-income instruments, tailoring portfolios based on client risk and objectives.