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.

Cathy Navarreross is a financial advisor at Integrated Capital Management with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Integrated Capital Management since 2016, previously spending six years with First Heartland Consultants, Inc. Outside of her advisory work, she is involved with the Lions Club in Hadley, Michigan, where she serves as vice president. Integrated Capital Management advises individuals, high-net-worth clients, trusts, charitable organizations, and businesses, with a focus on professionals such as physicians, corporate executives, and small business owners. The firm uses a comprehensive financial-planning process to tailor asset-allocation decisions and typically manages client accounts on a discretionary basis, incorporating client-specific tax and compensation considerations into their recommendations.

Randolph Redmond is a financial advisor at RHL Group, LLC with 33 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at RHL Group since 2009, with a ten-year tenure at Cambridge Investment Research Advisors prior to his current role. Outside of his advisory work, he owns Organized Legacy Program, LLC, which organizes clients’ post-death wishes into comprehensive summary books. RHL Group, LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, pension plans, charities, and business entities. The firm employs a long-term investment approach that integrates fundamental, quantitative, and modern portfolio theory to build diversified portfolios and offers discretionary and non-discretionary portfolio management alongside specialized consulting services.

Eric Moss is a financial advisor at Greystone Financial Group, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at TD Ameritrade and J.P. Morgan Securities. Greystone Financial Group serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, corporations, and other businesses, managing approximately $495 million in client assets. The firm employs a tactical investment approach that combines fundamental and technical analysis with macroeconomic indicators to actively adjust portfolio weightings.

Kyle Otis is a financial advisor at Greenway Financial, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at CanTerra, LLC, United Wholesale Mortgage, Noho Hospitality, and the University of Michigan. Greenway Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach emphasizes asset allocation across equities, fixed income, and cash, utilizing mutual funds, ETFs, and a concentrated stock portfolio with model portfolios rebalanced as needed.

William Lethemon III is a financial advisor with Money Evolution in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously operated Lethemon Financial and has been associated with LPL Financial since 2009. Outside of advisory work, he produces educational content through a blog and YouTube channel focused on financial topics and hosts a podcast aimed at other financial advisors. He also serves as a precinct delegate in Bloomfield Township. Money Evolution is a Michigan-registered investment adviser that provides financial planning, retirement plan consulting, and hourly consulting to individuals, high-net-worth families, and pension plans. The firm uses a planning-based approach combining fundamental and technical analysis and offers services on an hourly or fixed-fee basis rather than charging based on assets under management.

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.

Edward Somerville is a financial advisor with Somerville Associates in West Bloomfield, MI, holding a Series 65 designation and 15 years of industry experience. He has been with Somerville Associates since 1998, a small firm with two advisors. Somerville Associates serves individual and high-net-worth clients, trusts, estates, charitable institutions, and business entities, offering comprehensive investment supervisory services and financial planning. The firm employs fundamental analysis to identify investments with moderate valuations and manages portfolios on both discretionary and non-discretionary bases.

Edward Petersmarck is a financial advisor at Bridgeriver Advisors LLC with four years of industry experience. He holds a Series 65 designation and has worked at New Horizon Retirement Advisors, Bridgeriver Advisors LLC, Cetera Investment Advisers LLC, Cetera Advisor Networks, and M&O Marketing. Bridgeriver Advisors serves individual clients, including both high-net-worth and non-high-net-worth individuals, as well as select business entities. The firm provides personalized portfolio management and financial planning with a focus on non-discretionary management, using asset-allocation analysis and client-specific factors to construct customized portfolios.

Joseph Desteiger is a CFP® professional with 12 years of industry experience. He is currently a financial advisor at Gunder Wealth Management, LLC, where he has worked since 2020. Prior to this, he was associated with McFawn Financial Services Group and Raymond James Financial Services Advisors, Inc. Gunder Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors by providing investment management, financial planning, and retirement plan consulting. The firm employs a strategy based on modern portfolio theory and strategic asset allocation, utilizing both passive and active investment vehicles and third-party independent managers to align portfolios with client objectives.

Nathan Hawrot is a CFP® professional with 13 years of industry experience, currently serving at Sculati Wealth Management, LLC since 2012. He holds a Series 65 license and works out of Bloomfield Hills, MI. Sculati Wealth Management is a fee-only advisory firm that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a blend of fundamental, technical, and cyclical analysis in portfolio construction and offers complimentary financial planning to both clients and prospects.

Michael Lebowski is a financial advisor at Oikonomos Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and operates an accounting firm, Michael Lebowski PLLC, where he is a licensed Certified Public Accountant. Additionally, he is a licensed real estate agent affiliated with National Realty Centers and holds a life insurance producer license. Oikonomos Asset Management provides portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals. The firm employs a range of investment strategies and typically seeks discretionary authority to manage client portfolios under a fiduciary standard.

David Debenedictis is a ChFC® credentialed financial advisor with 14 years of industry experience, practicing at Northpoint Financial in Birmingham, MI. He has been associated with Northpoint Financial since 1982. Outside of his advisory role, he is president and sole shareholder of a life insurance sales agency and is involved in a wine education and travel business. Northpoint Financial provides comprehensive financial planning and advisory services primarily to high-net-worth individuals, focusing on estate planning, retirement modeling, and income tax planning. The firm emphasizes long-term investment strategies using a proprietary financial independence model and coordinates client relationships with various professionals while relying on external brokers and money managers for investment execution.

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.

Jeffrey Covert is a CFP® with nine years of experience in the financial industry. He is currently with Team Covert, LLC and also owns and operates Team Covert Financial & Tax Planning Group, LLC, where he provides tax planning and insurance services as a CPA and insurance agent. His prior experience includes roles at Wealth for You Financial, LLC, Barnett Financial & Tax, Inc., and Hantz Financial Services, Inc. Team Covert, LLC serves individual and high-net-worth clients with portfolio management, comprehensive financial planning, and targeted consulting. The firm employs customized portfolios using model strategies and sub-advisers, and integrates tax and insurance services through affiliated businesses.

Julie Keating is a financial advisor with Wealth Management Services, LLC in Bloomfield Hills, MI. She holds Series 65 and Series 63 licenses and has 12 years of industry experience, including roles at Wealthcare Advisory Partners LLC, Integrated Wealth Concepts LLC, and LPL Financial. Additionally, she is involved in a family business, Keating & Associates Corp. Wealth Management Services LLC provides fee-based financial planning and investment advisory consultation primarily to individuals, trusts, estates, and charitable organizations. The firm focuses on written financial plans and time-limited consultations grounded in fundamental analysis and long-term asset allocation, with implementation typically carried out by clients or through affiliated broker-dealer representatives.

Paul Puro is a financial advisor at RHL Group, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Cambridge Investment Research Advisors, Inc. for ten years. Outside of his advisory role, Paul is an independent insurance agent representing various companies and owns Puro Financial Services, LLC. RHL Group, LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charities, and business entities. The firm employs a long-term investment approach using fundamental, quantitative, and modern portfolio theory to build diversified portfolios, offering both discretionary and non-discretionary management along with retirement-plan consulting and specialized product management.

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.