Joseph Kubic is a financial advisor at Fairlane Investment Advisors Inc with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fairlane since 1984. Fairlane Investment Advisors serves individual investors, including high-net-worth and non-HNW clients, providing discretionary portfolio management and tailored financial planning. The firm employs model asset allocation strategies with individual customization and manages employer retirement plan assets at the participant level.

Eric Solomon is a Series 65-licensed advisor at Safe Future Wealth Partners LLC with one year of industry experience. Before joining Safe Future Wealth Partners, he worked at ERS Financial LLC, Integrated Capital Management, Paragon Retirement Planning, and held a long tenure at Ford Motor from 1989 to 2020. Safe Future Wealth Partners serves individual clients by providing ongoing portfolio management and financial planning, often referring clients to unaffiliated third-party advisers for discretionary management. The firm uses model allocations and third-party portfolios to implement investment strategies and monitors outside managers rather than directly managing client trades.

Julie Hall Labrune is a CFP®-certified financial advisor with 23 years of industry experience, currently with Vision Capital Partners since 2020. Her prior roles include positions at Planning Alternatives LTD and Osaic FA, Inc. She serves on the board of the Financial Planning Association of Michigan and is involved in local community activities as a board member and co-trustee of the Asbury Hill Estate Association. 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, long-term investment approach, emphasizing diversified, low-cost allocations tailored to client objectives, and offers services including family office support and business succession planning.

Holly Casady is a financial advisor with Custom Wealth Management in Plymouth, MI, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at LPL Financial LLC and OLV Investment Group. Custom Wealth Management serves individuals, high-net-worth clients, families, and trusts with discretionary investment management and integrated financial planning. The firm uses an active, asset-allocation approach and specializes in bank-issued structured notes, offering services that include portfolio rebalancing and coordination with tax advisors.

Kiernan Easton is an advisor at Dynamic Wealth Solutions LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Dynamic Wealth Solutions since 2015. Dynamic Wealth Solutions LLC serves individuals, trusts, estates, foundations, corporations, and retirement plans, managing approximately $102 million in assets across roughly 170 clients. The firm uses a fundamental analysis and disciplined asset allocation approach within a TREAT framework, offering discretionary asset management, financial planning, and retirement plan advisory services.

Kyle Whipple is a financial advisor at Custom Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has worked previously at AE Wealth Management, LLC, Kalos Capital, and C. Curtis Financial Group. Outside of his advisory role, he is a partner and financial advisor involved in insurance sales through Custom Wealth Solutions. Custom Wealth Management serves individuals, high-net-worth clients, families, and trusts with discretionary investment management, integrated financial planning, and limited consulting services. The firm uses an active, asset-allocation approach incorporating fundamental, quantitative, and technical analysis, and has a specialization in bank-issued structured notes and related services.

Scott Carty is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Custom Wealth Management in Plymouth, MI. His prior roles include experience at AE Wealth Management LLC, Oliver Lagore Vanvalin Investment Group, and Sigma Financial Corporation. Outside of his advisory work, he volunteers as a soccer coach at Plymouth Christian Academy. Custom Wealth Management, LLC serves individuals, high-net-worth clients, families, and trusts, providing discretionary investment management and integrated financial planning. The firm uses an active, asset-allocation approach and has a specialization in bank-issued structured notes, supported by an affiliated insurance agency that offers additional insurance products.

Laurie Stegenga is a CFP® and PFS™ with 16 years of industry experience. She has been with Foresight Capital Management Advisors, Inc. since 2008. Foresight Capital Management Advisors, Inc. provides investment management, consulting, financial planning, and retirement plan advisory services to institutional clients and high net worth individuals. The firm emphasizes retirement plan participant education and combines model portfolios with manager-of-managers analysis in its advisory approach.

Joshua Raider is a financial advisor with Raider Dennis Agency and holds a Series 65 designation. He has eight years of experience with the firm, including four years in the industry. Raider Dennis Agency provides investment advisory services to individual and high-net-worth clients, utilizing model portfolios on a wrap-fee platform. The firm employs cyclical analysis and third-party model managers accessed via AE Wealth’s platform, primarily managing accounts on a non-discretionary basis while maintaining active insurance brokerage and securities activities.

Thomas Costigan is a CFP® professional with 11 years of industry experience. He has worked at ArborFi Advisors, LLC since 2019 and previously spent 13 years at Exchange Capital Management, Inc. in Ann Arbor, MI. ArborFi Advisors offers comprehensive portfolio management and integrated financial planning primarily for individual clients, including high-net-worth households, as well as a limited number of institutional and fiduciary accounts. The firm employs a goals-based, personalized process focused on long-term, asset-allocation-driven portfolios and incorporates behavioral economics in its investment approach.

Robert Murphy is a financial advisor at Pinnacle Wealth Management Group, Inc. in Plymouth, MI. He holds a Series 65 designation and has six years of industry experience, all with Pinnacle. Pinnacle Wealth Management Group, Inc. serves individual and high-net-worth clients, offering discretionary investment management, comprehensive financial planning, and a family office program for clients meeting a $1 million threshold. The firm employs strategic and tactical asset allocation across a diverse investable universe and manages approximately $243 million for about 200 clients.

Patricia Slocum is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at ArborFi Advisors, LLC since 2019. Prior to this, she worked at Exchange Capital Management, Inc. for five years. She holds Series 63 and Series 65 licenses. ArborFi Advisors provides comprehensive portfolio management and integrated financial planning primarily for individual clients, including high-net-worth households, as well as a limited number of institutional and fiduciary accounts. The firm employs a goals-based, personalized investment approach emphasizing long-term, asset-allocation-driven portfolios, behavioral economics, and ongoing portfolio monitoring.

Andrew Duncan is a financial advisor at Millennium Personal Finance, LLC in Ypsilanti, MI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Simplicity Investments, Fidelity Investments, and Thivent Financial. Outside of finance, Andrew serves as a swim coach at Lincoln High School in Ypsilanti. Millennium Personal Finance is a state-registered independent advisory firm offering holistic financial planning and portfolio management to individual and high-net-worth clients. The firm’s approach involves customized asset allocations aligned with clients’ risk profiles, diversified investments, and both discretionary and non-discretionary portfolio management.

Clint Kraft Sr. is a financial advisor at Kraft Capital in Ann Arbor, MI, holding a Series 65 designation with one year of industry experience. Prior to joining Kraft Capital, he spent 22 years teaching at Milan High School and retired in 2025. He also serves as a part-time instructor for the UA Instructor Training program at Washtenaw Community College, where he helps train trade professional teachers in lesson planning and assessment design. Kraft Capital provides fee-only investment management and financial planning services to individuals, businesses, and charitable organizations. The firm offers individualized financial plans and portfolio management using a combination of fundamental analysis and Modern Portfolio Theory, alongside educational seminars and additional services such as income tax preparation and employee benefit plan consulting.

Brett Kidd is a financial advisor at Kidd Financial Planning, LLC with the PFS™ designation and one year of experience in financial planning. He has also worked at Norton & Kidd CPAs for ten years. Kidd Financial Planning, LLC provides investment management, financial planning, and retirement-plan advisory services to individual investors, trusts, charitable organizations, small businesses, and participant-directed retirement plans. The firm emphasizes passive, diversified, long-term investment strategies using mutual funds and ETFs and employs quantitative tools and third-party managers to manage client portfolios.

Rocco Scarsella is a financial advisor with The Financial Center, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. since 2008. Outside of his advisory role, Scarsella serves as president of NICTON Inc., a company that owns an office building, and is involved in tax planning and business consulting through related entities. The Financial Center provides fee-based financial planning, general consultations, and educational seminars to individuals, high-net-worth clients, corporations, charitable organizations, estates, and trusts. The firm focuses on delivering tailored financial plans and project-based advice without exercising investment discretion, with implementation handled through third-party affiliates.

Kevin Adams is the sole advisor at the Law Office of Kevin Adams, PLLC in Livonia, MI. He holds a Series 65 designation and has 11 years of experience in the financial industry. He has practiced as an estate and tax attorney at his law office since 2000. The firm provides legal and tax services focused on estate planning, probate, trusts, and tax planning, and refers clients to third-party financial advisors rather than offering direct investment management. It emphasizes matching clients with suitable advisors through documented referral agreements and client disclosures.

Ina Fernandez is a financial advisor at Fern Capital Inc. with 11 years of industry experience. She holds Series 63 and Series 65 designations and has been with Fern Capital since 2015. Fern Capital serves individual and high-net-worth clients by providing discretionary portfolio management, investment consulting, and qualified plan consulting. The firm manages approximately $71 million through a two-advisor team and employs client-specific investment policies focused on fundamental analysis, earnings growth, and investment-grade fixed income.

Jeffrey Ellis is a financial advisor with Pinnacle Investment Advisors, LLC, holding a Series 65 license and over 16 years of industry experience. He has been with Pinnacle since 1998 and concurrently serves as the director of the tax department at Edwards, Ellis, Stanley, Armstrong, Bowren & Co., a CPA firm where he has worked since 1992. Pinnacle Investment Advisors provides personalized financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach combining passive index funds with selective active investments, and maintains formal ties to the accounting profession through its advisors’ employment, integrating investment advice with tax and accounting expertise.

Nicholas Hopwood is a CFP® professional with 26 years of industry experience. He is currently with Peak Wealth Management, LLC in Plymouth, MI, where he has worked since 2010. Prior to that, he was with Regulus Advisors and Mutual Securities, Inc. Outside of his advisory practice, he is a member and passive investor in Omnevo Fitness. Peak Wealth Management primarily serves individual and high-net-worth clients, offering financial planning, coaching, and discretionary portfolio management. The firm uses fundamental and technical analysis to guide investment decisions and manages assets through a wrap-fee program while also recommending institutional strategists via the Envestnet platform.