Darryl Duerbusch is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2009. He also operates Global Financial Planning Group, LLC, where he provides comprehensive financial planning and serves as a fixed annuities and life insurance agent. Additionally, he is a commissioned Notary Public in Macomb County, Michigan. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of investment solutions, combining large-scale advisory operations with insurance and lending services.

Deanna Harless is a Certified Financial Planner® with 16 years of industry experience. She is currently with Bernard Wealth Management Corp., where she has worked since 2018, including a brief tenure at Creative Planning, LLC. Her background also includes experience at Securities America Inc. Bernard Wealth Management serves individuals, businesses, corporate retirement plans, and charitable organizations through discretionary portfolio management and financial planning. The firm manages approximately $314 million in client assets, employing model portfolios that combine mutual funds, ETFs, and selected individual stocks, with investment strategies tailored to client risk tolerance and life changes.

Antashe Howard is a Series 65-licensed financial advisor at Nubian Square Investment Advisors, LLC with four years of industry experience. His prior roles include positions at Mariner Wealth Advisors and Eaton Vance Investment Counsel. Outside of advising, he is an agent for a life insurance business. Nubian Square Investment Advisors serves individuals, high-net-worth clients, and charitable organizations by providing investment management and financial planning services. The firm employs a combination of in-house and third-party portfolio management strategies, emphasizing long-term orientation while incorporating alternative approaches when appropriate, and maintains a formal impact investing due-diligence practice.

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.

Daniel Stavale is a financial advisor at Paragon Retirement Planning, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Paragon since 2016. He is also president of College Planning Solutions, LLC, a firm that assists college-bound students in selecting suitable colleges and obtaining scholarships. Paragon Retirement Planning serves individual and high-net-worth clients, managing approximately $50 million across about 125 relationships. The firm emphasizes tailored asset allocation through third-party sub-advisors and provides ongoing oversight without directly managing client portfolios.

Douglas Cook is a financial advisor with M1 Capital Management LLC in Troy, MI, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior work includes roles at Charles Schwab and Integrity Alliance, LLC. Outside of advisory work, he is a principal real estate investor with CGT Enterprises. M1 Capital Management provides discretionary portfolio management and financial planning mainly for high net worth individuals, as well as pension plans, charities, and businesses. The firm employs a tactical asset allocation strategy primarily using ETFs and incorporates fixed-income diversification, options strategies, and tax considerations into its tailored investment programs.

Elmo Wedderburn is a financial advisor with EverythingHR Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with EverythingHR Financial Services since 2017 and also has a longstanding role at Southwest Airlines. Outside of his advisory work, he serves on the board of directors for a charter school in Oakland, California, and participates as an investment-related industry arbitrator. EverythingHR Financial Services LLC provides portfolio management and investment-advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm focuses on client-specific Investment Policy Statements, employing modern portfolio theory and quantitative analysis in a long-term trading approach, managing approximately $23 million across about 90 client accounts.

Kenneth Bernard is a CFA® charterholder with 16 years of industry experience. He has been with Bernard Wealth Management Corp. for 15 years. In addition to his advisory role, he is licensed to recommend life insurance products in Michigan and is appointed with Jackson National Life and Brighthouse Financial. Bernard Wealth Management serves individuals, businesses, corporate retirement plans, and charitable organizations by providing discretionary portfolio management and financial planning services. The firm manages approximately $314 million in client assets using model portfolios that combine mutual funds, ETFs, and selected individual stocks based on quantitative and fundamental analysis.

Richard Aubuchon is a financial advisor with FSA Advisors, Inc. in Troy, MI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Hantz Group and various non-financial firms such as Great Oaks Country Club and Top Golf. Outside of advisory work, he is involved in insurance sales. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm emphasizes fundamental analysis and modern portfolio theory in its investment approach, offering discretionary management and tailored asset allocations across multiple asset classes.

Bryce Gray is a financial advisor with Generational Wealth Advisors, holding a Series 65 credential and seven years of industry experience. He has worked with Talis Advisory Services and Generational Equity and maintains several business interests including a single-member law firm and an accounting firm that provides investment advisory services to businesses. Generational Wealth Advisors offers discretionary investment management, financial planning, and risk-management advice to a diverse client base including individuals, trusts, foundations, pension plans, business entities, and charitable organizations. The firm employs a multi-team advisory model and an investment approach based on Modern Portfolio Theory, utilizing institutional-share mutual funds, ETFs, and separately managed accounts with long-term portfolio management and periodic rebalancing.

Timothy Sullivan is a financial advisor at Strategic Wealth Advisors Group, Inc. with 15 years of industry experience. He holds a Series 65 designation and has worked at the firm since 2014. In addition to his advisory role, he is the CEO and founder of Strategic Wealth Insurance Group, where he focuses on life insurance, annuity, and federal employee benefits sales. Strategic Wealth Advisors Group serves individual clients, including high-net-worth households, offering financial planning, consulting, and discretionary investment management. The firm primarily allocates client assets to independent registered managers and provides ERISA plan services, along with public educational seminars on investment topics.

Kenneth Arafat is a financial advisor at Strategic Wealth Advisors Group, Inc. in Utica, MI. He holds a Series 65 designation and has been with the firm for one year. Prior to joining the firm, he worked in retail and food service industries. Strategic Wealth Advisors Group serves individual clients, including high-net-worth individuals, offering financial planning, consulting, discretionary investment management, and retirement-plan advisory services. The firm primarily allocates client assets to independent managers and conducts ongoing monitoring, combining fundamental and technical analysis in its planning approach.

Jeffrey Furest is a CFP® professional with over 41 years of experience in the financial industry. He has been with First Financial Coaching, Inc. since 2009 and previously worked at Triad Advisors, Inc. from 2010 to 2017. Outside of advisory services, he is involved in life and disability insurance sales through an insurance agency where he serves as vice president. First Financial Coaching, Inc. provides investment advisory services, retirement plan consulting, and financial education to individuals, families, business owners, and corporations. The firm offers non-discretionary investment advice and collaborates with a third-party asset manager for discretionary portfolio management, emphasizing financial education and written analysis as part of its service offering.

David Laidlaw is a financial advisor at Spectrum Financial Resources in Troy, MI, with 24 years of industry experience. He holds a Series 66 designation and has been associated with Spectrum Financial since 2014. In addition to his financial advisory role, he operates a law office providing legal and tax preparation services and acts as a notary public. Spectrum Financial Resources offers financial planning, advisory consulting, and portfolio management to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs a mixed investment approach combining fundamental, technical, and cyclical analysis with both long-term holdings and short-term trading strategies.

Lucian Harbar II is a financial advisor at Spectrum Financial Resources with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously with Securities America Advisors, Inc. and Securities America, Inc. outside of his advisory role, he owns Bunch Tax Service, a tax preparation and accounting business. Spectrum Financial Resources provides investment advisory and planning services to individuals, business entities, and various organizations. The firm offers customized portfolio management and financial planning, often using mutual funds, ETFs, equities, and fixed income securities, with both discretionary and non-discretionary management options.

Jeffery Bleim is a financial advisor at FSA Advisors, Inc., with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles in financial services firms since 2002. Outside of advisory work, he serves as CFO of Hatty Group Inc., a staffing firm. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs fundamental analysis and modern portfolio theory with a long-term focus, offering tailored asset allocations and discretionary portfolio management.

Michael Sarcheck is a financial advisor with First Financial Coaching, Inc. in Mt. Clemens, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with First Financial Coaching since 2010 and also works with First Financial Services of Michigan. Outside of advising, he is active as a licensed life insurance agent and is involved in managing a real estate rental business. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers non-discretionary investment advice and financial analysis, often working with a third-party asset manager for discretionary portfolio management while emphasizing investment education and client workshops.

Natalie Snyder is a Series 65-licensed financial advisor at VIMA, LLC with two years of industry experience. She has been with VIMA since 2021. VIMA, LLC is a mid-sized advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm uses a top-down, sector-level screening process and may employ covered-call option writing, hedging with cash positions, and margin trading when authorized by clients.