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 with Prosperity Wealth Strategies LLC in Bloomfield Hills, MI, holding Series 65 and Series 66 designations and 18 years of industry experience. He previously worked for nine years at J.P. Morgan Chase and its affiliated investment management entities. Prosperity Wealth Strategies is a small discretionary investment adviser serving individual and high-net-worth clients, managing approximately $95 million across 55 client relationships. The firm focuses on ongoing portfolio management and comprehensive financial planning, applying Modern Portfolio Theory with a long-term trading approach and operating under fiduciary standards, primarily using mutual funds, equities, fixed income, and ETFs.

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 previously worked at Sage Capital Management, LLC, LPL Financial LLC, and Highpoint Advisor Group, LLC. In addition to his advisory role, he is also an insurance agent involved in life insurance sales. Greenway Financial, LLC 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 investment approach centered on asset allocation with both ETF/mutual fund models and concentrated stock portfolios, utilizing third-party platforms and subadvisors.

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.

John Hirzel is a CFP® professional with 12 years of industry experience, currently serving at Stratus Advisory Group, Inc. He has been with Stratus Advisory Group since 2013 and holds leadership roles in affiliated non-investment related entities, including a tax planning and accounting firm and an insurance agency. Stratus Advisory Group serves individual clients, including high-net-worth and non-HNW households, as well as small to mid-size businesses, providing tailored financial planning, consulting, and portfolio management. The firm employs a fundamental investment approach supplemented by cyclical and technical methods and offers both discretionary and non-discretionary services.

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.

Mark Kidd is a financial advisor at Kidd Financial Planning, LLC with one year of industry experience. He holds the PFS™ designation and has prior experience at Norton & Kidd CPAs PC and Kindlinger & Company PC. In addition to his advisory role, he is a shareholder in a CPA and tax/accounting firm. 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’s investment approach focuses on passive, asset-class diversification and long-term buy-and-hold strategies, using mutual funds, ETFs, and third-party managers.

Jacob Corey is a financial advisor at Retirement Resources, LLC with a Series 65 designation and two years of industry experience. He has previously worked at State Farm and Chase Bank. Retirement Resources, LLC provides financial planning and asset management services focused on retirement income planning, managing approximately $166 million in client assets through discretionary portfolio management and a combination of fundamental, technical, and charting analyses. The firm also offers educational newsletters and free workshops to clients and prospects.

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David Petoskey is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes multiple roles at LPL Financial and leadership positions at Wealthcare Advisory Partners and Wealth Management Services, LLC. He serves on the Financial Sustainability Committee for Bloomfield Township and is a notary. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, using a goals-based planning process supported by proprietary software and an evidence-based investment framework that incorporates behavioral economics.

Eric Daniel is a financial advisor with Daniel Investment Group Inc. in Royal Oak, MI, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Commonwealth Financial Network from 1997 to 2021 and again from 2022 to 2025, alongside his ongoing role at Daniel Investment Group since 1997. Daniel Investment Group Inc. is an SEC-registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs a fee-oriented, fiduciary, and cost-sensitive approach using customizable model portfolios, managing approximately $210 million across about 214 client relationships.

Jeffrey Kaplan is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Oxford Harriman Private Wealth Management and has previously worked at Lincoln Investment and Thurston Springer Financial. Kaplan is also involved in estate planning through a family LLC and serves as a trustee on various matters. Oxford Harriman Private Wealth Management is an SEC-registered firm that serves individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm uses a tailored, multi-asset investment approach with continuous monitoring, offering a range of services from asset management to financial planning and retirement consulting.