Kevin Weingarden is a Series 65-licensed advisor with four years of experience at Wittenberg Investments Inc. and his own accounting firm, Kevin Weingarden CPA LLC. He previously spent 14 years at Einstandig, Kline, & Meehan, LLP. Wittenberg Investments Inc. provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm focuses on fundamental analysis and offers services such as investment policy statement creation, portfolio monitoring, and ERISA-consistent pension consulting.

William Lethemon III is a financial advisor with Money Evolution in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. His career includes roles at LPL Financial and Wells Fargo Clearing, and he has operated Lethemon Financial since 2009. He produces content for his website and YouTube channel and hosts a podcast aimed at financial advisors. Additionally, he serves as a precinct delegate for Bloomfield Township. Money Evolution is a state-registered investment adviser offering financial planning, hourly consulting, and retirement-plan consulting to individuals, high-net-worth families, and pension plan clients. The firm uses a planning-based approach that integrates fundamental and technical analysis and delivers services on a modular basis without taking custody of client assets.

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 13 years of experience currently advising at Gunder Wealth Management, LLC. He previously worked at McFawn Financial Services Group and Raymond James Financial Services Advisors. Gunder Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm uses a modern portfolio theory approach that combines passive and active investments, including alternative assets and socially responsible ETFs, with ongoing portfolio supervision tailored to client objectives.

Donald Carnaghi is a financial advisor with Premier Estate Planners, LLC in Clinton Township, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Premier Estate Planners since 2002 and previously at Secure Asset Management, LLC from 2022 to 2025. Carnaghi is also involved with Macomb Marketing LLC and is a licensed insurance agent. Premier Estate Planners advises individuals, trusts, estates, charitable organizations, and business entities, providing wealth management services including portfolio management, third-party adviser selection, and savings plan management. The firm manages both discretionary and non-discretionary accounts and emphasizes model portfolios, often using ETFs, while serving a large client base with a small advisory team.

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.

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, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Her prior roles include positions at Wealthcare Advisory Partners LLC and Integrated Wealth Concepts LLC. Outside of advisory work, she is involved in a family business, Keating & Associates Corp. Wealth Management Services, LLC offers fee-based financial planning and investment advisory consultations to individuals, trusts, estates, and charitable organizations. The firm provides written financial plans and time-limited consultations based on fundamental analysis and long-term asset allocation, with implementation handled by clients or through affiliated broker-dealer relationships.

Thomas Mazza is a financial advisor with Premier Estate Planners, LLC in Clinton Township, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Premier Estate Planners since 2002 and previously at Secure Asset Management, LLC. Mazza is also a licensed insurance agent and involved with Macomb Marketing LLC. Premier Estate Planners serves individuals, trusts, estates, charitable organizations, and business entities by providing wealth management services including portfolio management, third-party adviser selection, and modular financial planning. The firm manages both discretionary and non-discretionary accounts and employs model portfolios, often using ETFs, while overseeing more than $226 million in client assets.

Jacob Smith is a financial advisor with Third Sigma Investment Advisors LLC and holds a Series 66 license. He has two years of industry experience and previously worked at Thrivent Financial, Ally Bank, and Ford Motor Credit Company. Smith serves as a board member for Teen HYPE, a Detroit-area nonprofit focused on youth education and leadership development. Third Sigma Investment Advisors LLC provides discretionary portfolio management and investment consulting to individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm uses a combination of active and passive investments with a focus on tax-efficient, customized asset allocation, managing primarily larger and institutional accounts on a discretionary, fee-only basis.

John Salomon Jr. is a CFP® professional with 22 years of experience in the financial industry. He is a principal and part-owner of J2 Capital Management, Inc., where he has worked since 2010, and he also operates Salomon and Associates PLLC, a CPA firm specializing in tax preparation. His prior roles include a position at Alpha Cubed Investments LLC and involvement with Node AI, Inc. Outside of financial advising, he manages tax services through his CPA firm. J2 Capital Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as corporations and other investment advisers. The firm employs a range of analytical methods and incorporates artificial intelligence tools to support compliance and operations, while also offering subadvisory strategies and managing digital-asset accounts.

Julie Lobaza is a financial advisor at Rochester Wealth Strategies, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Rochester Wealth Strategies since 2018. In addition to her advisory role, she owns a technology consulting firm serving small and mid-sized businesses. Rochester Wealth Strategies provides wealth management and comprehensive financial planning to individuals, trusts, and institutional sponsors. The firm employs a planning-centric investment process focused on strategic, primarily ETF-based portfolios tailored to client risk tolerance and reviewed regularly.

Angela Zangarola is a financial advisor at Quantum Wealth Strategies, LLC with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Sigma Planning Corporation and Raymond James & Associates. Angela is also a licensed insurance agent appointed with various insurance companies. Quantum Wealth Strategies advises individual and high-net-worth clients through discretionary portfolio management and financial planning. The firm employs a range of investment analysis techniques and offers services including Certified Divorce Financial Analyst support, with client accounts custodied at Schwab Institutional.

Gregory Carrico is a financial advisor at Legacy Wealth Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Legacy Wealth Advisors since 2016. In addition to his advisory role, Carrico is president of Contour Insurance Solutions LLC, where he is involved in the sale of insurance products and services. Legacy Wealth Advisors serves individual and high-net-worth clients with discretionary asset management, financial planning, and management of variable annuity and life products. The firm tailors portfolios based on client goals, time horizons, and risk tolerances, and offers additional services such as estate-document work and personal tax planning for clients with $500,000 or more invested.

Brian Franke is a CFP® professional with 18 years of industry experience. He is a principal and private wealth advisor at Integrated Capital Management, where he has worked since 2016. Prior to that, he spent seven years at First Heartland Capital Inc. Franke serves on the executive board of Michigan State University. Integrated Capital Management advises individuals, high-net-worth clients, trusts, charitable organizations, and businesses, with expertise serving professionals such as physicians and corporate executives. The firm provides comprehensive financial planning and discretionary portfolio management, using a written planning process to tailor asset allocation and incorporate client-specific compensation and tax complexities.

Mark Miller is a CFA® charterholder with 16 years of industry experience, serving as a financial advisor at Miller Capital since 1999. He holds the Series 63 designation and is based in Troy, MI. In addition to his advisory role, Miller serves as a co-trustee for several personal and family trusts, managing investment-related responsibilities in a fiduciary capacity. Miller Capital provides discretionary investment management, portfolio advice, and financial planning services to individuals, trusts, pension and profit-sharing plans, corporations, foundations, and charitable organizations. The firm emphasizes fundamental analysis and tax-aware portfolio construction, managing a high level of assets per advisor with predominantly discretionary accounts and maintaining formal compliance and ethical standards.

Theresa Collins is a financial advisor at Paragon Retirement Planning, Inc. in Troy, MI, holding a Series 65 designation with two years of industry experience. She has worked at Paragon Retirement Planning since 2022 and has prior experience at Financial Services of America from 2006 to 2017. Outside of her advisory role, Collins acts as an independent insurance agent. Paragon Retirement Planning serves individual and high-net-worth clients, offering comprehensive and single-issue financial planning and consulting with a typical account minimum of $100,000. The firm’s investment approach utilizes model portfolios managed by unaffiliated sub-advisors, focusing on asset allocation while retaining responsibility for client relationships and periodic reviews.

Stephen Richardson is a financial advisor at Quantum Wealth Strategies, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services and Southworth & Wilson Inc. prior to joining his current firm. Quantum Wealth Strategies provides discretionary portfolio management and financial planning to individual and high-net-worth clients, managing approximately $32.2 million across about 67 client relationships. The firm uses a combination of investment approaches, including technical and fundamental methods, and offers a subscription newsletter with specific buy and sell recommendations to its clients.

Jane Lowry is a financial advisor at Motive Wealth Advisors, LLC in Birmingham, MI, holding a Series 65 designation with two years of industry experience. She previously worked at Ducker Worldwide from 2014 to 2017. Motive Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, business entities, charitable organizations, and pension and profit-sharing plans. The firm provides discretionary investment management, financial planning, pension consulting, and oversees independent third-party advisers, employing both active and passive investment strategies implemented through diversified, risk-based portfolios.

Joseph Berishaj is a financial advisor at Retirement Systems LLC in Bloomfield Hills, MI, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and Cambridge Investment Research, Inc. He also has experience outside finance, having worked briefly at Emagine Entertainment. Retirement Systems LLC provides discretionary asset management, financial planning, and ERISA 3(21) fiduciary services to individuals and retirement plans, focusing on tailored investment strategies and participant education for qualified employer plans.