Timothy Hooker is a financial advisor with Dynamic Wealth Solutions LLC in Southfield, MI, holding a Series 65 designation and 11 years of industry experience. He has been involved with Born Free Capital Management L.L.C. since 2014 and has longstanding roles at Wayne State University and St. Mary’s Preparatory. Dynamic Wealth Solutions LLC serves individuals, high-net-worth clients, trusts, estates, foundations, small businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm uses a disciplined, model-based asset allocation approach combined with fundamental security analysis and a proprietary “TREAT” framework, providing services that include option overlay strategies and ERISA plan advisory roles.

William Mack is a Certified Financial Planner® with 16 years of industry experience. He has worked at a mutual fund management company and has been associated with CND Financial since 2008, as well as operating William Mack & Associates, Inc. since 1992. CND Financial is a fee-only registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages individualized portfolios primarily through diversified allocations to no-load mutual funds and ETFs, employing both fundamental and technical analysis with a focus on longer-term holdings.

Kenneth Schroeder is a financial advisor with Estate Performance Advisors L.L.C. in Brighton, MI, holding a Series 65 credential and bringing eight years of industry experience. Prior to joining Estate Performance Advisors in 2019, he worked at Questar Asset Management, Inc. from 2017 to 2019. Outside of his advisory role, Schroeder serves as president of two insurance-related businesses, Estate Preservation Agency, Inc. and Golden Age Marketing, Inc. Estate Performance Advisors L.L.C. provides discretionary investment management primarily through SEI Investments’ model portfolios and mutual fund solutions, serving clients with over $30 million in assets under management. The firm offers financial planning and consulting services while overseeing client accounts within SEI’s platform.

Christopher Emde is a financial advisor with Emde Wealth Management LLC in Bloomfield Hills, MI, holding a Series 66 designation and 19 years of industry experience. He has been with Emde Wealth Management and Regulus, LLC since 2016. Outside of advisory services, he is a licensed insurance agent selling health and life insurance as well as fixed annuities. Emde Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and other business entities, managing approximately $45 million across 75 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting, employing individualized asset-allocation strategies that include U.S. and international equities, fixed income, ETFs, mutual funds, alternative investments, and private placements.

Brittany Ringo is a Certified Financial Planner (CFP®) with 11 years of industry experience. She has worked at Autumn Financial Advisors, LLC since 2017 and previously was with Buttonwood Financial Advisors and Ringo & Associates, P.C. Certified Public Accountants. Autumn Financial Advisors is a two-advisor state-registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm employs a blend of passive and active strategies informed by quantitative, cyclical, and technical analysis, tailoring portfolios to client objectives and risk tolerances.

Jeffery Cooper is a financial advisor at Cornerstone Alternatives with a Series 65 credential and one year of industry experience. He has held executive roles outside of finance, including serving as Vice President of Product Safety and Product Compliance at ZF Automotive since 2004. Cornerstone Alternatives primarily serves individual and high-net-worth investors, focusing on private market offerings such as private placements, closed-end funds, and special-purpose vehicle private funds. The firm emphasizes tactical asset allocation using fundamental, technical, and cyclical analysis, and provides both discretionary management and non-discretionary advisory services.

Thomas Duncan is a financial advisor at Vision Capital Partners in Ann Arbor, MI, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Triad Advisors, LLC from 2006 to 2024. In addition to his advisory role, Duncan serves as president of an S-Corp involved in managing his business practice. Vision Capital Partners provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a modern portfolio theory-based approach with diversified, low-cost allocations tailored to client goals, and offers additional services such as family office support and business succession planning.

Brian Stone is a Series 66-licensed financial advisor with 17 years of industry experience. He has been with Greystone Financial Group, LLC since 2020 and previously worked at Polaris Greystone Financial Group, LLC from 2015 to 2020. Greystone Financial Group serves individual and high-net-worth clients, pension and profit-sharing plans, and other businesses by providing discretionary and non-discretionary investment management, financial planning, and pension consulting services. The firm employs a tactical investment approach that combines fundamental and technical analysis with active portfolio adjustments aimed at managing downside risk and pursuing risk-adjusted returns across various asset classes.

David Sculati is a financial advisor at Sculati Wealth Management, LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 designations with 16 years of industry experience. He has been with Sculati Wealth Management since 2012. Sculati Wealth Management offers personalized financial planning and discretionary wealth management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm operates as a fee-only adviser, providing financial plans at no additional cost for fee-only clients, and employs a mix of fundamental, technical, and cyclical analysis to manage approximately $381 million with a compact advisory team.

Peter Mendler is a financial advisor at Raider Dennis Agency with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Avenue Securities, AE Wealth Management, Global Financial Private Capital, and GF Investment Services. Mendler is a vice president and 50% owner of Raider Dennis Agency, where he is involved in sales and management. Raider Dennis Agency provides investment advisory services to individual and high-net-worth clients, focusing on asset management through model portfolios on a sponsored wrap-fee platform. The firm uses cyclical analysis and third-party model managers via AE Wealth’s platform, primarily managing accounts on a non-discretionary basis while maintaining active insurance brokerage and broker-dealer affiliations.

Nicholas Loberg is a financial advisor with Greystone Financial Group, LLC, holding Series 63 and Series 65 designations and eight years of industry experience. He has previously worked at Concorde Investment Services, Concorde Asset Management, Spectrum Financial Resources, and other firms. In addition to advisory work, he serves as Director of Brokerage Operations and Operations Manager for related Concorde entities. Greystone Financial Group manages approximately $495 million in assets for individual clients, high-net-worth households, businesses, and retirement plans. The firm employs a tactical investment approach that adjusts portfolio weightings based on market conditions using a combination of fundamental, technical, and macroeconomic analysis.

Lisa Camerone is a financial advisor with New Era Investments LLC, holding Series 63 and Series 65 designations and 15 years of industry experience. She has previously worked at Lincoln Investment and Capital Analysts, among other firms. In addition to her advisory role, she is involved in managing insurance agencies offering fixed and traditional insurance products as well as life, health, and disability coverage. New Era Investments LLC provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing modern portfolio theory and a range of investment strategies including mutual funds, ETFs, annuities, private placements, and non-U.S. securities. The firm offers discretionary management and third-party money manager selection, with regular portfolio reviews aligned to client risk tolerance and objectives.

Scott Goldberg is a financial advisor with Oxford Harriman Private Wealth Management, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been associated with Equity Planning Group, Inc. since 2000. Additionally, Mr. Goldberg is independently licensed as a mortgage loan officer, engaging in client education and market review within the mortgage sector. Oxford Harriman Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension plans, and business entities with asset and portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored, multi-asset investment approach, utilizing individual securities and third-party managers, alongside services for execution and custody through several major platforms.

Mark Garbacik is a CFP® professional with 16 years of experience in financial advising. He has been with Old Oak Financial Planning, Inc. since 2005. The firm serves individual and high-net-worth clients with comprehensive financial planning, ongoing investment management, and focused modular planning engagements. Old Oak’s investment approach is holistic and asset-allocation driven, utilizing fundamental and technical analysis to manage portfolios primarily with mutual funds, ETFs, and individual stocks and bonds.

Michael Bytnar is a financial advisor at Affinity Wealth Management, LLC with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Affinity Wealth Management in 2025, he worked at TFG Financial Advisors, LLC and Berthel Fisher & Company Financial Services, Inc. He is also a co-founder of Affinity Asset Management and The Affinity Group of Companies, where he has held leadership roles since 2010. Affinity Wealth Management, LLC provides portfolio management services primarily to individuals and high-net-worth clients. The firm employs a long-term trading approach that integrates charting, fundamental and technical analysis, and modern portfolio theory, offering a broad investable universe that includes mutual funds, ETFs, fixed income, real estate funds, annuities, commodities, private placements, and venture capital.

Scott Wolter is the President, CCO, and CEO of The Wolter Group, Inc., with 35 years of experience in the financial services industry. He holds Series 63 and Series 65 licenses and has worked at Stonex Securities Inc. and Advanced Financial Planning d/b/a The Cadez Group, LTD. Outside of his advisory roles, he is an instructor at Suburban Hockey Schools, where he teaches hockey skills. The Wolter Group, Inc. provides customized wealth management and financial planning services to individual and high-net-worth clients, managing approximately $50.8 million in discretionary assets. The firm combines discretionary portfolio management with comprehensive planning tailored to client-specific circumstances, employing both fundamental and technical analysis with strategic and tactical asset allocation.

Eric Hornyak is a financial advisor with Emde Wealth Management LLC in Bloomfield Hills, MI, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. He has previously worked at Aurora Securities, Secure Investors Group, Secure Asset Management, LLC, and continues to own Hornyak Financial Group, which provides life, health, property, and casualty insurance sales and service. Emde Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and other business entities, managing approximately $45 million across about 75 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting, employing individualized asset-allocation strategies that may include U.S. and international equities, fixed income, ETFs, mutual funds, alternative investments, and private placements.

Taylor Eagle is a financial advisor at Agile Wealth Partners with three years of industry experience. He holds a Series 65 designation and previously worked at Mitovation, Inc. and Innovative Biotherapies. Agile Wealth Partners serves individuals, families, closely held businesses, and pension or profit-sharing plans, managing approximately $26 million in client assets. The firm uses proprietary model allocations and a tactical asset allocation approach, integrating financial planning with discretionary investment management and business consulting services.

Kripy Lubana is a financial advisor at Kava Financial LLC with a Series 65 credential and one year of industry experience. Prior to joining Kava Financial, Lubana spent ten years in an unspecified role outside the advisory industry. Kava Financial LLC provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm emphasizes a documented investment approach that incorporates multiple analysis techniques and offers periodic educational seminars and workshops.

Stuart Raider is a ChFC® credentialed financial advisor with 40 years of experience, currently serving at Raider Dennis Agency in Farmington, MI. He has held positions at Madison Avenue Securities, AE Wealth Management, and Global Financial Private Capital. Raider is also president of the Michigan Jewish Sports Foundation, a philanthropic organization. Raider Dennis Agency provides investment advisory services to individual and high-net-worth clients, managing portfolios primarily on a non-discretionary basis using model portfolios through AE Wealth’s platform. The firm combines investment advisory with active insurance brokerage and life-settlement facilitation.