Mark Miller is a CFA® charterholder and Series 63 licensee with 15 years of industry experience. He has been with Miller Capital since 1999 and serves as co-trustee for several trusts in a personal fiduciary capacity. Miller Capital provides discretionary investment management, portfolio analysis, and wealth-management advice to individuals and institutional clients. The firm emphasizes fundamental analysis and tailored portfolio construction, managing approximately $239.7 million across 74 clients as of early 2025.

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.

Stephen Richardson is a financial advisor at Quantum Wealth Strategies, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services and Southworth & Wilson Inc. prior to joining his current firm. Quantum Wealth Strategies provides discretionary portfolio management and financial planning to individual and high-net-worth clients, managing approximately $32.2 million across about 67 client relationships. The firm uses a combination of investment approaches, including technical and fundamental methods, and offers a subscription newsletter with specific buy and sell recommendations to its clients.

Scott Salaske is a financial advisor at FirstMetric, LLC with eight years of industry experience. He holds a Series 65 credential and has been with FirstMetric since 2017. Prior to this, he took a planned break from the industry between 2015 and 2017. FirstMetric serves individuals, trusts, foundations, estates, business entities, qualified retirement plans, and charitable organizations by providing discretionary investment advisory and portfolio management alongside financial planning and legacy securities transition guidance. The firm employs a passive, asset-class investment approach using low-cost index mutual funds and ETFs, emphasizing long-term, buy-and-hold strategies with integrated tax-aware practices.

Krisstin Petersmarck is a financial advisor at New Horizon Retirement Advisors with three years of industry experience. She holds a Series 65 designation and has worked at KMP Financial LLC, Bridgeriver Advisors, and Roots Wealth Partners. In addition to her advisory role, she is an independent licensed insurance agent and founder of New Horizon Retirement Solutions, Inc. New Horizon Retirement Advisors provides retirement-focused portfolio management and advisory services to individual and high-net-worth clients. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to build long-term portfolios, offering both discretionary and non-discretionary management while maintaining fiduciary standards.

Peter Labrash is a financial advisor at Paragon Retirement Planning, Inc. in Troy, MI, holding a Series 66 designation with two years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance, Prudential Financial Planning Services, and other firms. Paragon Retirement Planning serves individual and high-net-worth clients with comprehensive and single-issue financial planning, generally requiring a $100,000 account minimum. The firm emphasizes suitable asset allocation through model portfolio strategies managed by unaffiliated sub-advisors and third-party investment advisers while retaining responsibility for client relationships and reviews.

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.

Jack Findley is a Series 65-licensed advisor at Trustee Empowerment & Protection, Inc. He has experience in related fields spanning over a decade, including roles as CEO/CRO of Decision Technologies Corp. and CEO of Sterling Signal, LLC, a commercial signage producer. His work at Decision Technologies involves licensing proprietary software to Trustee Empowerment & Protection, Inc. Trustee Empowerment & Protection, Inc. serves retirement plan sponsors, trustees, and individual investors through an internet-based platform that refers clients to a network of registered investment advisers. The firm provides a decision-assistance service using a patented application to evaluate and compare mutual funds and ETFs within defined contribution plans, focusing on non-discretionary, process-driven reviews.

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.

Kelly L'esperance is a financial advisor at Barking Sands Capital with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has led The L'esperance Group, LLC since 2011. L'esperance is also licensed as an insurance agent in Michigan and Minnesota, dedicating part of her time to this activity. Barking Sands Capital provides personalized, fee-based investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages primarily discretionary assets using a core-equity strategy supplemented by dividend-paying equities, bonds, ETFs, and third-party managers when appropriate.

James L'esperance is a financial advisor at Barking Sands Capital in Troy, MI, holding the ChFC® designation and Series 63 license, with 19 years of industry experience. He has operated The L'esperance Group, LLC since 2004. Outside of his advisory role, he is involved in a licensed insurance agency selling and servicing fixed insurance products such as life insurance and annuities. Barking Sands Capital provides personalized, fee-based investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-equity strategy combined with diversified options and uses third-party managers when appropriate, managing approximately $45 million in primarily discretionary assets for about 85 clients.

Kenneth Wittenberg is a financial advisor at Wittenberg Investments Inc. with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wittenberg Investments since 2018, previously working at Secure Asset Management. 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 and offers services such as Investment Policy Statement creation, ongoing monitoring, and pension consulting, managing approximately $89 million in discretionary assets with a small advisory team.

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.