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.

Sarah Fletcher is a financial advisor at Team Covert, LLC with two years of industry experience. She holds a Series 65 designation and has worked at several firms including Merrill Lynch and Barnett Financial & Tax, Inc. Outside of advising, she is also licensed to sell insurance products. Team Covert, LLC serves individual and high-net-worth clients by providing portfolio management, comprehensive financial planning, and targeted financial consulting. The firm customizes portfolios using model strategies and a recommended sub-adviser for trading, while also offering integrated tax and insurance services through affiliated entities.

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.

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.

Mitchell De Brincat is a financial advisor at Ecos Wealth Advisors with a Series 65 credential and no prior industry experience. His background includes roles at Saginaw Valley State University and Farm Bureau. Ecos Wealth Advisors offers investment advisory and financial planning services to individual clients—including high-net-worth households—as well as to employer-sponsored retirement plans and business entities. The firm employs customized, long-term investment strategies supported by fundamental, quantitative, technical, and modern portfolio theory approaches.

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.

Eric Seger is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is a principal advisor and 50% owner at Integrated Capital Management in Bloomfield Hills, MI, where he has worked for the past 10 years. His prior experience includes roles at Purshe Kaplan Sterling Investments and First Heartland Capital. Seger serves as a financial presenter for the Older Person’s Commission and is a board member at Michigan State University’s AES program, contributing to educational improvements. Integrated Capital Management provides financial planning, discretionary portfolio management, retirement plan consulting, and advisory services to individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm emphasizes a written financial-planning process tailored to client-specific compensation and tax complexities, managing accounts primarily on a discretionary basis using ETFs, mutual funds, equities, and bonds.

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.

Brian Smith is a financial advisor at Dynamic Wealth Solutions LLC with 11 years of industry experience. He holds a Series 65 designation and has been affiliated with Michigan State University since 2011. Dynamic Wealth Solutions LLC serves individuals, high-net-worth clients, trusts, estates, foundations, small businesses, and retirement plans. The firm employs disciplined, model-based asset allocation supplemented by fundamental security analysis and a structured framework addressing various client factors, offering portfolio management, financial planning, and consulting services.

Dale Embry is a financial advisor at MeadowBrook Investment Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has been with the firm since 1999. MeadowBrook Investment Advisors is an employee-owned firm that provides discretionary portfolio management services to individuals, trusts, foundations, and charitable organizations. The firm employs a research-driven approach focused on fundamental analysis, valuation, diversification, and portfolio risk control, tailoring strategies to each client’s risk profile and tax situation.

Hunter Fougner is a financial advisor at Ecos Wealth Advisors in Clarkston, MI, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Hantz Financial Services Inc. and Whirlpool Corporation. Ecos Wealth Advisors provides investment advisory and financial planning services to individual clients, employer-sponsored retirement plans, and business entities. The firm employs long-term, discretionary strategies tailored to client goals and conducts ongoing portfolio management and comprehensive financial planning.

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.