David Armstrong is a CFP® professional with 16 years of experience at Pinnacle Investment Advisors, LLC, where he has worked since 1998. He is also a tax partner and full-time employee at Edwards, Ellis, Stanley, Armstrong, Bowren & Co, a CPA firm providing tax and audit services to individuals and businesses since 1992. Pinnacle Investment Advisors offers financial planning and investment management to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach combining passive index funds with selective active investments and maintains formal ties to the accounting profession through its advisors’ employment at a CPA firm.

Dillon Schroeder is a CFP® affiliated with Foresight Capital Management Advisors, Inc. He has three years of industry experience and has worked at Foresight since 2020. Prior to joining the firm, he held roles at Eastern Michigan University and Bedford Hills Golf Course. Foresight Capital Management Advisors, Inc. serves defined contribution plans, endowments, high-net-worth, and individual clients, managing approximately $350 million in assets with a three-advisor team. The firm provides investment management, consulting, and retirement plan services, specializing in institutional clients such as public school retirement plans and consortiums like the Michigan Retirement Investment Consortium.

Erica Hall is a financial advisor with Erica Hall Wealth Advisors, LLC, located in Southfield, MI. She holds a Series 66 designation and has 15 years of industry experience, having led her own firm since 2010. Erica Hall Wealth Advisors provides financial planning and investment management services to individuals, families, professionals, business owners, trusts, estates, and charitable organizations. The firm uses an active management approach under a fiduciary standard, supported by educational seminars and workshops on topics such as retirement planning and financial basics.

Vincent Derks is a financial advisor at INTI LLC with two years of industry experience. He holds a Series 65 designation and has prior work history including roles at the Michigan Office of the Auditor General and Gentherm. Outside of advising, he is employed full time as an IT Auditor with Domino's. INTI LLC provides ongoing portfolio management primarily to individual and high-net-worth clients, offering personalized asset allocation, security selection, and regular portfolio monitoring. The firm employs a blend of fundamental analysis, modern portfolio theory, and technical analysis, with a focus on discretionary portfolio management and access to diverse investment opportunities including non-U.S. securities and alternative assets.

Jeff Cheek is a financial advisor with Palatine Hill Wealth Management in Ann Arbor, MI, holding a Series 65 designation and 15 years of industry experience. Prior to joining Palatine Hill in 2019, he worked at Advisory Services Network, LLC, Stratos Wealth Advisors, and Telemus Capital LLC. Outside of his advisory role, he manages Mining Tendies, LLC, an entity involved in Ethereum cryptocurrency mining. Palatine Hill Wealth Management serves individuals, including high-net-worth clients, as well as employee-sponsored retirement plans, trusts, foundations, charities, and corporate clients. The firm manages approximately $296 million and employs a disciplined investment process guided by written client profiles and plans, offering both discretionary and non-discretionary management alongside integrated financial planning and retirement consulting.

Frederick Fragner is a financial advisor at Sage Hill Capital in Ann Arbor, MI, holding a Series 65 designation with 14 years of industry experience. He has been with Sage Hill Capital since 2011. Sage Hill Capital advises individual and high-net-worth clients through discretionary portfolio management combined with financial planning and consulting at no additional charge for investment management clients. The firm builds customized portfolios tailored to each client’s goals and provides unique services such as assistance with negotiation of endorsements and marketing contracts for professional athletes.

Sarah Kleinstiver is a financial advisor at Fairlane Investment Advisors Inc. with 10 years of industry experience. She holds a Series 65 designation and has been with Fairlane since 2007. Fairlane Investment Advisors serves individual and high-net-worth clients with discretionary portfolio management and ongoing consultation. The firm manages employer-sponsored retirement accounts at the participant level and offers written financial planning and limited planning support for asset-management clients. Their investment approach includes model asset-allocation programs tailored to client risk profiles, a Dynamic Tactical Asset Allocation strategy, and a Strategic Equity strategy focused on dividend-paying stocks.

Ronald Doyle is a CFA® charterholder based in Livonia, MI, with eight years of industry experience. He has been with MeadowBrook Investment Advisors LLC since 1999. Outside of his advisory role, he is involved in managing a ski-in/ski-out rental condo in Park City, Utah. MeadowBrook Investment Advisors is an employee-owned firm that provides discretionary portfolio management to individuals, trusts, foundations, and charitable organizations, employing a research-driven approach focused on fundamental analysis, valuation, diversification, and portfolio risk control.

Mark Adams is a financial advisor at Horizons Planning Corporation with a Series 65 license and four years of industry experience. Prior to joining Horizons Planning in 2022, he worked at Whirlpool Corporation for six years and has a background that includes time at the University of Michigan. He is also an independent life, health, and annuity insurance agent operating a sole proprietorship alongside his advisory work. Horizons Planning Corporation serves individual clients, including high-net-worth households, as well as pension plans, trusts, charitable organizations, and corporations. The firm employs asset allocation principles from Modern Portfolio Theory and generally recommends pooled investment products, offering discretionary management and a menu-driven approach to client services.

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.

Austin Kent is a financial advisor at Windrock Wealth Management in Ann Arbor, MI, holding a Series 65 designation with two years of industry experience. Prior to joining Windrock, he worked at MariPau Wealth Management and has experience with Inveniam.io and several other firms. Windrock Wealth Management serves high-net-worth individuals, family offices, and retirement-plan sponsors by providing discretionary portfolio management, family office solutions, and fiduciary retirement-plan consulting. The firm employs a macroeconomic, multi-year asset-allocation approach across traditional and alternative investments and offers clients access to private placement opportunities alongside standard advisory services.

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.

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.

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.