Nicholas Salomon is a financial advisor at J2 Capital Management, Inc. He holds the Series 65 designation and has four years of industry experience. Prior to joining J2 Capital Management, he worked at Northwestern Mutual and VNN. In addition to his advisory role, he is licensed to assist clients with life, long-term care, and disability insurance, and provides seasonal tax preparation services. J2 Capital Management offers 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 variety of analytical methods and utilizes artificial intelligence tools under human supervision, and it extends its reach through subadvisory strategies and third-party solicitors.

Timothy Lata is a financial advisor with Wealth Management Services, LLC, holding the ChFC® designation and a Series 63 license, and has 33 years of industry experience. His career includes roles at LPL Financial and Wealthcare Advisory Partners LLC. Wealth Management Services LLC provides fee-based financial planning and investment advisory consultation for individuals, trusts, estates, and charitable organizations. The firm focuses on written financial plans and time-limited consultations, using fundamental analysis and a long-term asset allocation approach tailored to clients' goals, risk tolerance, and tax considerations.

Steven Kuza is a CFP® and ChFC® with 16 years of experience in financial services. He is currently with Oxford Harriman Private Wealth Management and previously spent a decade with Northwestern Mutual in various roles. Outside of financial advising, Kuza hosts a dental-specific podcast and authors a leadership-focused newsletter. 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 with continuous monitoring and rebalancing, incorporating both third-party managers and proprietary model portfolios.

Adam Funk is a CFP® with 15 years of industry experience and is a principal at Savings Coach, LLC in Troy, MI. He has worked at Savings Coach since 2006 and previously held roles at Zeiders Enterprises, Inc. Funk also holds licenses as an independent insurance agent and mortgage loan originator, and he provides tax preparation services. Savings Coach serves individual clients and small businesses, focusing on beginning savers and those aged 20–50. The firm offers portfolio management, financial planning, coaching, and a selection-and-monitoring service for third-party advisers, using an investment approach that emphasizes value, safety, quality, and risk control.

Darryl Duerbusch is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2009. He also operates Global Financial Planning Group, LLC, where he provides comprehensive financial planning and serves as a fixed annuities and life insurance agent. Additionally, he is a commissioned Notary Public in Macomb County, Michigan. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of investment solutions, combining large-scale advisory operations with insurance and lending services.

Troy Williams is a CFA® charterholder with one year of experience at Miller Capital. Prior to joining Miller Capital, he held positions at Stout, General Motors, Azimuth Capital Management, Owens Corning, and Hantz Financial Services. His career also includes academic experience as a full-time student at Wayne State University and Grosse Pointe North. Miller Capital provides discretionary investment management, portfolio advice, and wealth management services to individuals, trusts, pension plans, corporations, and charitable entities. The firm emphasizes fundamental analysis, tax-aware portfolio customization, and fiduciary responsibility, managing a high level of assets with a focus on personalized investment strategies.

Daniel Zech is a financial advisor at Stalt Financial, LLC in Troy, MI, holding CFP®, ChFC®, and Series 66 credentials with nine years of industry experience. His prior experience includes roles at MML Investors Services, FAI Advisors, The O.N. Equity Sales Company, and Ohio National Financial Services. Outside of advisory work, he is a co-owner of Lone Light Spirits, LLC, a distillery company, though he is not currently active in this business. Stalt Financial, a two-advisor firm, provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, including high-net-worth clients, as well as business owners and entities. The firm’s investment approach integrates proprietary research, third-party analytics, and diversification, utilizing ETFs, mutual funds, fixed income, and selected insurance products, with additional services that include retirement, tax, risk management, and estate planning.

Paul Dunbar is a financial advisor with M1 Capital Management LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at M1 Capital Management since 2011 and was also affiliated with Purshe Kaplan Sterling from 2011 to 2021. Outside of his advisory role, he is a licensed real estate agent representing buyers and sellers of Northern Michigan lakefront properties. M1 Capital Management provides discretionary portfolio management and financial and tax planning for individual clients, including many high-net-worth individuals, as well as pension, profit-sharing, charitable, and business clients. The firm employs a tactical asset-allocation approach primarily through diversified ETFs and fixed-income instruments, tailoring portfolios based on client risk and objectives.

Jared Kohlenberg is a financial advisor at Redwood Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley, and Purshe Kaplan Sterling Investments. He also played football at the University of Michigan. Redwood Wealth Management provides discretionary portfolio management and financial planning services to individuals, corporations, and other entities. The firm offers tailored investment policies and a range of investment options, combining various analytical approaches and manager due diligence in its investment process.

Jack Yarosh is a financial advisor at Verde Capital Management, Inc. with six years of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual and various other organizations. Outside of advising, he is a minority owner of Millpond Bed and Breakfast LLC, a historic property with multiple Airbnb rental units in Clarkston, Michigan. Verde Capital Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses with investment management, fiduciary services, and financial planning. The firm’s investment process incorporates fundamental and technical analysis and utilizes diversified fund menus along with derivatives and synthetic strategies to manage portfolios.

Christopher Brittingham is a CFP® professional affiliated with Diversified Portfolios, Inc. in Bloomfield Hills, MI, with three years of industry experience. His prior roles include positions at Financial Engines Advisors, L.L.C., and he has also been involved with the Fellowship Of Christian Athletes. Diversified Portfolios, Inc. provides discretionary investment management and financial planning to a range of clients including individuals, pension plans, charitable organizations, corporations, and trusts. The firm emphasizes long-term asset allocation, broad diversification, and the use of low-cost passive and enhanced index funds, incorporating third-party analytics and alternative investment strategies such as collateralized loan obligations and reinsurance-linked securities.

Nathan Bohannon is a financial advisor at MKD Wealth with 15 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to his current role, he worked at MKD Wealth Coaches, LLC and its predecessor firm from 2009 to the present. Outside of advising, he is a licensed independent insurance agent authorized to sell life, disability, and long-term care insurance. MKD Wealth provides investment management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm manages approximately $425 million in assets and employs a range of portfolio models across risk profiles using mutual funds, ETFs, individual securities, and alternative investments.

David Martin is a financial advisor at Gainplan LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Gainplan since 2015. Gainplan LLC provides investment advisory and financial planning services to individuals, trusts, pension plans, and corporate clients. The firm employs a factor-based, top-down investment process combining tactical and strategic asset allocation, utilizing ETFs, mutual funds, individual securities, and derivatives, and offers discretionary portfolio management with periodic reviews.

William Hubbard is a financial advisor at Cirrus Capital LLC with 10 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at Cirrus Capital since 2017. Prior to that, he was employed at Flexible Plan Investments and Fundbase. Cirrus Capital LLC serves individual and high-net-worth clients, corporations, and retirement plans, offering discretionary portfolio management, sub-advisory services, and retirement plan consulting. The firm employs a hybrid investment approach combining quantitative and fundamental analysis, routinely monitoring and rebalancing portfolios while incorporating alternative investments and short selling when appropriate.

Thomas Trouba is a financial advisor with Solyco Wealth LLC in Birmingham, Michigan, holding Series 65 and Series 63 licenses. He has one year of industry experience and has previously worked at Affinity Insurance Partners and other companies in insurance and entertainment. Trouba is also a licensed real estate broker and life insurance agent, with commission-based life insurance sales comprising a significant part of his business over the past four years. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and financial planning. The firm employs a mix of fundamental and technical analysis across various investment vehicles and provides additional tax preparation and accounting services through an affiliated entity.

Jake Powers is a CFA® charterholder with two years of industry experience. He is currently with Modell Capital Management LLC and has previously worked at Clarkston Capital Partners, LLC. Modell Capital Management LLC provides discretionary asset management to a diverse range of individual and institutional clients, including trusts, retirement plans, foundations, and insurance companies. The firm employs a quality- and valuation-driven equity process focused on long-term compounding and emphasizes capital preservation and income in its fixed-income strategies.

Michael Vendittelli is a CFP® professional with 13 years of industry experience, currently serving at ISTO Advisors, LLC since 2020. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities LLC from 2015 to 2020. Outside of his financial advisory work, he is a musician and general partner in Greenstreet Band LLC, a classic rock and blues band. ISTO Advisors, LLC serves individuals, families, trusts, estates, retirement plans, and corporate entities with comprehensive wealth management, financial planning, and multigenerational coaching programs. The firm operates under a fiduciary standard and uses a broad range of investment options, incorporating third-party sub-advisers and technology to tailor strategies to client objectives and risk tolerances.

Jeffrey Ivory is a CFP® professional with 17 years of experience in the financial industry. He has been with Gainplan LLC since 2015. In addition to his advisory role, he teaches financial classes to individuals transitioning from their current employers and holds a non-variable insurance licensing background. Gainplan LLC provides investment advisory and financial planning services to individuals, trusts, pension, and corporate clients. The firm employs a factor-based, top-down investment approach using tactical and strategic asset allocation models, incorporating ETFs, mutual funds, individual securities, and derivatives.

Cassandra Beardslee is a CFP® and holds a Series 66 license with 13 years of industry experience. She has been with MKD Wealth since 2016, currently working as part of a six-advisor team. She is also licensed as an independent insurance agent, authorized to sell life, disability, and long-term care insurance. MKD Wealth provides investment management, financial planning, family office coordination, and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm uses model portfolios across various risk levels, incorporating mutual funds, ETFs, individual securities, independent managers, and alternative investments.

David Laidlaw is a financial advisor at Spectrum Financial Resources in Troy, MI, with 24 years of industry experience. He holds a Series 66 designation and has been associated with Spectrum Financial since 2014. In addition to his financial advisory role, he operates a law office providing legal and tax preparation services and acts as a notary public. Spectrum Financial Resources offers financial planning, advisory consulting, and portfolio management to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs a mixed investment approach combining fundamental, technical, and cyclical analysis with both long-term holdings and short-term trading strategies.