Gary Zarb is a financial advisor with The Wolter Group, Inc. in Livonia, MI, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He previously worked at Advanced Financial Planning from 2002 to 2019 before joining The Wolter Group in 2018. The Wolter Group, Inc. provides customized wealth management and financial planning services to individual and high-net-worth clients. The firm employs a blend of fundamental and technical analysis to implement strategic and tactical asset allocation, tailoring portfolios to client-specific circumstances and managing approximately $50.8 million in discretionary assets.

Joseph Uppleger IV is a financial advisor with Safe Future Wealth Partners LLC based in Novi, Michigan. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked at Aegis Wealth Management, Inc. and has experience in other sectors including security and logistics services. Safe Future Wealth Partners serves individual clients with portfolio management and financial planning, often referring clients to unaffiliated third-party advisers for discretionary management. The firm uses Investment Policy Statements and model portfolios as part of its implementation, generally relying on third-party managers for trade execution and portfolio management.

John Dyer is a financial advisor at Alpha Asset Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Key Management Group and Ameriprise Financial Services, Inc. In addition to his advisory role, he is a licensed insurance agent. Alpha Asset Advisors primarily serves individual clients through a sub-advisory model, managing discretionary accounts identified by unaffiliated primary advisers. The firm uses a rules-based dividend-growth investment strategy focused on stocks that pay dividends from free cash flow with a history of increasing payouts.

Robert Bolden Jr. is an advisor at CIG Asset Management, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Arnold & Mote Wealth Management and PFS Investments. He is also the sole owner and advisor at Bolden Wealth Management, a Registered Investment Advisor. CIG Asset Management provides wealth management, comprehensive financial planning, and discretionary portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a strategic asset allocation approach with both strategic and tactical models, offering diversified exposure across multiple asset classes and managing approximately $192 million in assets under management.

Wilton Baker is a financial advisor with Nautica Asset Management LLC in Canton, MI, holding Series 63 and Series 65 credentials and 10 years of industry experience. He serves as Managing Director of Nautica Insurance Group LLC and has operated an independent insurance agency since 1993, dedicating approximately half of his professional time to insurance-related activities. His background includes leadership roles across related firms with a focus on retirement income and benefits. Nautica Asset Management advises individual investors and pension or profit-sharing plans, managing about $1 million in assets for a small client base. The firm offers portfolio management and tiered financial planning services, combining securities and insurance products tailored to client objectives and risk tolerance through documented investment policy statements and regular reviews.

Ethan Delaney is a financial advisor at Millennium Personal Finance, LLC with a Series 65 designation and one year of industry experience. Prior to joining Millennium Personal Finance in 2026, he worked at Hantz Financial Services and held roles outside the financial industry, including positions at Benito's Pizza and Pro Fireworks. He has also been involved in education with Eastern Michigan University and local public schools. Millennium Personal Finance is an independent advisory firm providing holistic financial planning and portfolio management for individual and high-net-worth clients. The firm offers personalized financial plans, discretionary and non-discretionary portfolio management, and tax services, emphasizing customized asset allocations aligned with clients’ risk profiles through diversified investments and ongoing account monitoring.

John Oliver is a financial advisor with Agile Wealth Partners in Northville, MI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Executive Wealth Management and LPL Financial. Outside of his advisory work, he is an independent insurance agent selling fixed annuities and life insurance, and he owns a marketing and consulting services business. Agile Wealth Partners provides comprehensive financial planning and discretionary investment management to individuals, families, closely held businesses, and pension or profit-sharing plans. The firm employs a tactical asset allocation strategy using proprietary model portfolios and integrates financial planning with ongoing investment management and estate planning support.

Brandon Klemm is a financial advisor at AFS Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked with AFS Wealth Management since 2020. Prior to that, he was employed at Power Home Remodeling Group for one year. AFS Wealth Management serves individual and high-net-worth clients, trusts, estates, and small businesses by providing discretionary portfolio management and financial planning services. The firm integrates asset allocation, fundamental, quantitative, and technical analysis to create individualized portfolios, while also offering affiliated tax and insurance services.

Thomas Norris is a financial advisor at NFI Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with NFI Advisors since 2004. He is also the owner and president of Norris Financial, an accounting and tax consulting firm. NFI Advisors is a small SEC-registered firm serving individual clients, trusts, estates, and private investment funds. The firm offers discretionary portfolio management with tailored investment strategies, including an options-based Hedge Strategies program for accredited investors and management of multiple private funds.

David Robertson is a financial advisor with The Financial Center, LLC in Novi, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been associated with The Financial Center since 2001 and has worked with Cambridge Investment Research since 2008. Outside of his advisory work, he operates as an independent insurance agent for various companies. The Financial Center provides fee-based financial planning, consultations, and educational seminars to individuals, high-net-worth clients, corporations, charitable organizations, estates, and trusts. The firm delivers tailored long-term financial plans and project-based advice without exercising investment discretion, relying on third-party affiliates for implementation and portfolio management.

Kenneth Chaput is a financial advisor at CIG Asset Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with CIG Asset Management since 2013, serving also as the firm’s Chief Compliance Officer. Additionally, he is a 50% owner and vice-president of Northstar Financial Enterprises, a holding company related to a formerly registered broker-dealer and insurance agency. CIG Asset Management provides wealth management, financial planning, and discretionary portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a strategic and dynamic asset allocation approach, incorporates ESG-screened models, and offers diversified investments across multiple asset classes, along with sub-advisory services and management of private pooled investment vehicles.

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.

John Edmonds is a financial advisor at LightSquare Wealth Management, LLC with 18 years of industry experience. He has held positions at Raymond James & Associates Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Edmonds is also the owner of En Passant, LLC and LightSquare Insurance Agency, which facilitates insurance commissions. LightSquare Wealth Management serves individual clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm uses a variety of investment instruments and analytical methods to construct individualized portfolios and provides ongoing monitoring and due diligence on recommended sub-advisors.

Austin Cavanaugh is a financial advisor at Paragon Investing, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Paragon Investing, he worked for Prospect Capital Restaurants and Little Caesars Enterprises. Paragon Investing provides discretionary and non-discretionary portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, businesses, and other investment advisers. The firm’s investment approach includes customized asset allocation using fundamental and technical analysis, ETF and mutual fund selection, and both long- and short-term strategies, with a primary goal of preserving purchasing power over the long term.

Roger Henriquez Casanova is a CFA® charterholder with over a decade of experience in the financial industry, currently serving at INTI LLC since 2022. His prior roles include positions at Credicorp Capital and Banco de Credito del Peru. INTI LLC provides portfolio management primarily to individual and high-net-worth clients, offering personalized asset allocation and security selection with discretionary authority. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, and serves a significant non-U.S. client base with access to a range of investment opportunities including venture capital and private placements.

Matthew Holody is a financial advisor at Affinity Financial Advisory with 14 years of industry experience. He holds a Series 65 designation and has worked since 2009 as Controller and CPA for Flat Rock Metal Inc., a steel parts manufacturer for the automotive industry, where he manages accounting operations. Affinity Financial Advisory primarily serves individual investors, including high-net-worth clients, as well as businesses and charities. The firm provides discretionary portfolio management and comprehensive financial advisory services, utilizing a technical analysis approach and a three-part client profiling process to guide investment decisions.

Erik Ringo is a CFA® charterholder and holds a Series 65 license, with eight years of industry experience. He has worked at Autumn Financial Advisors, LLC since 2017, following prior roles at Buttonwood Financial Advisors and T. Rowe Price. Autumn Financial Advisors is a small, state-registered firm serving individual and high-net-worth clients through comprehensive financial planning and discretionary investment management. The firm employs a diversified investment process combining active, passive, and quantitative strategies, with portfolios tailored to client-specific investment policy statements.

Joseph Kubic is a financial advisor at Fairlane Investment Advisors Inc with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fairlane since 1984. Fairlane Investment Advisors serves individual investors, including high-net-worth and non-HNW clients, providing discretionary portfolio management and tailored financial planning. The firm employs model asset allocation strategies with individual customization and manages employer retirement plan assets at the participant level.

Patrick Guentner is a financial advisor with Legacy Investment Advisors LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience and is also a practicing attorney with Guentner, Barbee & Associates PLLC. Outside of his advisory and legal work, he is involved in several business ventures, including retail and sales enterprises. Legacy Investment Advisors LLC provides discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, quantitative, and technical analysis with a limited investment menu that includes mutual funds, fixed income, equities, annuities, and ETFs, including precious-metals ETFs.

Eric Solomon is a Series 65-licensed advisor at Safe Future Wealth Partners LLC with one year of industry experience. Before joining Safe Future Wealth Partners, he worked at ERS Financial LLC, Integrated Capital Management, Paragon Retirement Planning, and held a long tenure at Ford Motor from 1989 to 2020. Safe Future Wealth Partners serves individual clients by providing ongoing portfolio management and financial planning, often referring clients to unaffiliated third-party advisers for discretionary management. The firm uses model allocations and third-party portfolios to implement investment strategies and monitors outside managers rather than directly managing client trades.