Daniel Chapman Jr. is a financial advisor at Retirement Resources, LLC in Auburn Hills, MI, holding a Series 65 designation with 14 years of industry experience. He has been with Retirement Resources since 2011. Retirement Resources, LLC provides financial planning and ongoing asset management focused on retirement income planning for individual clients. The firm offers discretionary portfolio management using a mix of fundamental, technical, and charting analysis, along with educational newsletters and free workshops.

Robert Stapleton Jr. is a Series 65-credentialed financial advisor with 15 years of industry experience, currently serving at M1 Capital Management LLC since 2011. Prior to this, he spent a brief period at Thinkorswim Advisors, Inc. Outside of his advisory role, he is involved as a partner in several investment-related entities focusing on real estate and real estate loans. M1 Capital Management primarily advises individual and high-net-worth clients, offering discretionary portfolio management along with financial and tax planning services. The firm’s investment approach centers on tactical, actively managed asset allocation using ETFs and proprietary models, with portfolios tailored to each client’s risk tolerance and objectives.

Richard Bone is the principal of Bone Asset Management in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses with 36 years of industry experience. He previously worked at Harbor Financial Services, LLC for 12 years and has been involved in the insurance industry for over two decades. Bone has also been associated with the Detroit Institute of Arts since 2004. Bone Asset Management provides financial planning and ongoing portfolio management to individuals, high-net-worth clients, families, and related entities. The firm uses a mosaic investment approach that integrates fundamental, technical, and cyclical analysis, tailoring strategies to clients’ objectives and risk tolerance, and employs independent sub-advisors for active management on designated portions of client accounts.

Amy Mclandress is a financial advisor with Private Wealth Consulting, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked for SeaCrest Wealth Management, LLC for 12 years before joining Private Wealth Consulting in 2026. Private Wealth Consulting provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a tailored investment approach combining fundamental, technical, charting, and cyclical analysis, managing approximately $259 million across about 140 client relationships.

Neil Davis is a financial advisor with Dynamic Asset Management Group LLC in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Cetera Wealth Services, LLC, Dynamic Asset Management Group, LLC, and Concourse Financial Group Securities Inc. Outside of advisory work, Davis provides consulting services to Socios Holdings on business financials in preparation for a company pre-listing. Dynamic Asset Management Group offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm manages approximately $71 million in assets across about 349 client accounts, utilizing model portfolios based on modern portfolio theory and implementing allocations mainly through mutual funds and ETFs.

Daniel Tacker is a financial advisor at NFI Advisors, Inc. with 15 years of industry experience. He holds the Series 65 designation and has been with NFI Advisors since 1999. NFI Advisors is a small registered investment adviser that provides discretionary portfolio management and assistance selecting other advisers to individuals, trusts, estates, and a private investment fund. The firm focuses on suitability-driven, discretionary management using model portfolios, laddered U.S. Treasury bond allocations, and option writing, and it manages multiple private placement funds for accredited and qualified investors.

Xenia Woltmann is a financial advisor with Rochester Wealth Strategies, LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Her prior roles include positions at CITIZENS Bank and PNC Investments, with a long tenure at PNC Bank. Outside of financial services, she is co-owner of RX Holdings LLC, which focuses on deliveries and market testing for merchants, as well as being involved in the sales of apparel and jewelry. Rochester Wealth Strategies provides wealth management and comprehensive financial planning to individuals, trusts, and institutional sponsors, utilizing a planning-centric investment process with primarily ETF-based portfolios tailored to client needs. The firm offers a range of services including discretionary and non-discretionary investment management, pension consulting, and support for donor-advised funds and annuities.

Peter Hamburger is a financial advisor at Prosperity Wealth Strategies LLC with 19 years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at JPMorgan Chase and UBS Financial Services. Prosperity Wealth Strategies is a discretionary investment adviser serving individual and high-net-worth clients, managing approximately $95 million across 55 client relationships. The firm provides portfolio management and comprehensive financial planning, applying Modern Portfolio Theory with a long-term investment approach.

Rocky Istvan is a financial advisor at Daniel Krug & Associates with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Daniel Krug & Associates since 2008, including prior experience at Global Financial Private Capital, LLC and G.F. Investment Services, LLC. Daniel Krug & Associates serves individual and high-net-worth clients with investment management, ongoing financial planning, and insurance product recommendations. The firm uses third-party model portfolios and sub-advisers on the AssetMark platform, combining various analytical methods and providing clients with educational materials such as newsletters and seminars.

Jonathan Thomason is a financial advisor at Agile Wealth Partners with 12 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade Investment Management and Scottrade. Agile Wealth Partners serves individuals, families, closely held businesses, and pension or profit-sharing plans, managing approximately $26 million in client assets. The firm offers comprehensive financial planning, discretionary investment management, and business consulting, using a tactical asset allocation approach combined with fundamental and technical analysis.

Jeremy Kaplan is a CFP®-certified financial advisor with two years of industry experience, currently associated with Oxford Harriman Private Wealth Management in Bloomfield Hills, MI. His prior roles include positions at Lincoln Investment and Thurston Springer Financial. Outside of advisory work, he has provided consulting services to an e-commerce company focused on product initiatives. Oxford Harriman Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm employs a tailored, multi-asset investment approach that includes a variety of securities and alternative investments, utilizing third-party managers and platform services for execution and custody.

Anne Nichols is a CFA® charterholder with 10 years of industry experience and has been with Fern Capital Inc. since 2016. She serves as a board member of the Eagle Capital Growth Fund. Fern Capital Inc. provides discretionary portfolio management and investment consulting services to individual and high-net-worth clients, managing approximately $71 million across a small client base with a focus on fundamental analysis emphasizing earnings growth and investment-grade fixed income.

Jason Moore is a CFP® professional with 21 years at Moore Financial Strategies, LLC and 16 years of industry experience. He is based in Sylvan Lake, MI, where he provides financial planning services through his firm. Moore Financial Strategies is a fee-only, holistic financial planning firm that serves primarily middle-income individuals and families. The firm offers comprehensive services including tax planning, estate-plan review, insurance analysis, retirement planning, and small-business planning, delivering advice through retainers, project engagements, and short financial reviews rather than ongoing discretionary portfolio management.

Kevin Chupack is a financial advisor at Greenway Financial, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Highpoint Advisor Group, LPL Financial, and Sage Capital Management. In addition to his advisory role, he is active as a licensed insurance agent, spending part of his time on life insurance sales. Greenway Financial serves individuals, including high net worth clients, as well as pension and profit-sharing plans, offering financial planning, discretionary portfolio management, and ERISA non-fiduciary retirement-plan consulting. The firm employs an asset allocation approach with ETF/mutual fund models and concentrated stock portfolios, using third-party platforms and subadvisors while managing approximately $151 million for around 239 clients.

Michael Tituskin is a financial advisor at Northpoint Financial in Birmingham, MI, with 15 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with Northpoint Financial since 2000. In addition to his advisory role, he operates Tituskin & Associates LLC, a tax return preparation business. Northpoint Financial provides comprehensive financial planning and advisory services primarily for high-net-worth clients, focusing on estate planning, retirement modeling, and income tax planning. The firm emphasizes long-term investment strategies using a proprietary personal-financial-independence model and coordinates client relationships with other professionals without accepting discretionary trading authority or custody of assets.

Dominic Garcia is a financial advisor at Rochester Wealth Strategies, LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for 11 years and Private Advisor Group, LLC for one year. Rochester Wealth Strategies provides wealth management and comprehensive financial planning services to individuals, trusts, and institutional sponsors. The firm employs a planning-centric investment approach focused on strategic, primarily ETF-based portfolios tailored to clients’ risk tolerance and liquidity needs, and offers additional services including pension consulting and donor-advised fund support.

Laura Hartman is a financial advisor at Rosenberg Wealth Advisors in Birmingham, MI, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Rofi LLC, Robert W. Baird & Co. Incorporated, UBS Financial Services, Inc., Raymond James & Associates, Inc., ABC Vintage, LLC, and Revive. Rosenberg Wealth Advisors provides discretionary investment management, model-based portfolio management, and financial planning to individuals, high-net-worth individuals, charitable organizations, businesses, and retirement plans. The firm primarily constructs client portfolios using model portfolios of low-cost, diversified mutual funds and ETFs, while incorporating individual stocks, bonds, and alternative investments as appropriate, with ongoing oversight of unaffiliated Independent Managers.

David Leszcynski is a financial advisor with Global Financial Planning Group, LLC in Troy, MI, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Global Financial Planning Group since 2002 and has worked at LPL Financial LLC since 2009. Global Financial Planning Group, LLC provides wealth and estate management, financial planning, and portfolio management services to individuals, trusts, pension plans, and other entities, managing approximately $135 million in client assets. The firm offers tailored investment strategies and sponsors a wrap fee program that combines management, transaction, and administrative services into a single fee.

Richard Mida Jr. is a financial advisor at Palatine Hill Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Canopy Wealth Management and Northwestern Mutual. He serves as a director for Motor City Polo, overseeing club operations. Palatine Hill Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, foundations, charities, and corporate clients. The firm manages approximately $296 million for around 279 clients, offering investment management, financial planning, and retirement plan consulting guided by written client profiles and coordinated with other professional advisors.

Vita Romberger is a financial advisor at Ecos Wealth Advisors with two years of industry experience. She holds a Series 65 designation and has previously worked at Foguth Financial Group. Ecos Wealth Advisors provides investment advisory and financial planning services to individual clients, including high-net-worth households, as well as employer-sponsored retirement plans and business entities. The firm employs discretionary, long-term strategies tailored to client goals, combining fundamental, quantitative, technical, and modern-portfolio-theory methods.