Michael Schuchard is the principal of Schuchard Capital Management Inc in Sterling Heights, MI, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has managed Schuchard Capital Management since 1989. The firm provides discretionary investment supervisory services and financial planning to individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations, serving both high-net-worth and retail investors. Its investment approach emphasizes asset allocation based on historical asset-class relationships, low-cost index funds and ETFs, and regular rebalancing to control risk.

Mary Kelly is a financial advisor at Kelly Wealth Management, Inc. in Royal Oak, MI, holding a Series 65 designation with six years of industry experience. She previously worked at J.W. Cole Advisors, INC. and is also involved with Copper Partners II, Inc. d/b/a Kelly Capital Partners. Alongside her advisory role, she is a licensed insurance agent and sells various insurance products. Kelly Wealth Management provides investment advisory services to individual and high-net-worth clients, offering discretionary portfolio management, written investment strategies, and financial planning. The firm customizes advice based on client objectives and risk tolerance, employing methods such as strategic asset allocation and dollar-cost averaging, and may utilize third-party sub-advisers and wrap fee programs.

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.

Deanna Harless is a Certified Financial Planner® with 16 years of industry experience. She is currently with Bernard Wealth Management Corp., where she has worked since 2018, including a brief tenure at Creative Planning, LLC. Her background also includes experience at Securities America Inc. Bernard Wealth Management serves individuals, businesses, corporate retirement plans, and charitable organizations through discretionary portfolio management and financial planning. The firm manages approximately $314 million in client assets, employing model portfolios that combine mutual funds, ETFs, and selected individual stocks, with investment strategies tailored to client risk tolerance and life changes.

Antashe Howard is a Series 65-licensed financial advisor at Nubian Square Investment Advisors, LLC with four years of industry experience. His prior roles include positions at Mariner Wealth Advisors and Eaton Vance Investment Counsel. Outside of advising, he is an agent for a life insurance business. Nubian Square Investment Advisors serves individuals, high-net-worth clients, and charitable organizations by providing investment management and financial planning services. The firm employs a combination of in-house and third-party portfolio management strategies, emphasizing long-term orientation while incorporating alternative approaches when appropriate, and maintains a formal impact investing due-diligence practice.

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.

Joseph Elias is a Series 65-licensed financial advisor with Wealthy Intentions in Sterling Heights, MI, bringing three years of industry experience. He has worked at Rocket Mortgage since 2015. Wealthy Intentions is a small independent advisory firm that serves individual clients with investment management, financial and business planning, and tax preparation services. The firm uses a passive investment approach based on Modern Portfolio Theory, tailoring diversified portfolios with index funds and ETFs according to each client’s risk objectives.

Daniel Stavale is a financial advisor at Paragon Retirement Planning, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Paragon since 2016. He is also president of College Planning Solutions, LLC, a firm that assists college-bound students in selecting suitable colleges and obtaining scholarships. Paragon Retirement Planning serves individual and high-net-worth clients, managing approximately $50 million across about 125 relationships. The firm emphasizes tailored asset allocation through third-party sub-advisors and provides ongoing oversight without directly managing client portfolios.

Douglas Cook is a financial advisor with M1 Capital Management LLC in Troy, MI, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior work includes roles at Charles Schwab and Integrity Alliance, LLC. Outside of advisory work, he is a principal real estate investor with CGT Enterprises. M1 Capital Management provides discretionary portfolio management and financial planning mainly for high net worth individuals, as well as pension plans, charities, and businesses. The firm employs a tactical asset allocation strategy primarily using ETFs and incorporates fixed-income diversification, options strategies, and tax considerations into its tailored investment programs.

Elmo Wedderburn is a financial advisor with EverythingHR Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with EverythingHR Financial Services since 2017 and also has a longstanding role at Southwest Airlines. Outside of his advisory work, he serves on the board of directors for a charter school in Oakland, California, and participates as an investment-related industry arbitrator. EverythingHR Financial Services LLC provides portfolio management and investment-advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm focuses on client-specific Investment Policy Statements, employing modern portfolio theory and quantitative analysis in a long-term trading approach, managing approximately $23 million across about 90 client accounts.

Katie Fredlund is a financial advisor at Kaizen Wealth Management, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at American Health Plans and Meridian Health Plans, as well as operating insurance services through Kaizen Financial, Inc. and a sole proprietorship. Kaizen Wealth Management, LLC provides financial planning and consulting to individual and high-net-worth clients, primarily acting as an introducer and liaison to third-party money managers. The firm delivers tailored financial plans and coordinates with other professionals while relying on third-party managers for investment management.

Kenneth Bernard is a CFA® charterholder with 16 years of industry experience. He has been with Bernard Wealth Management Corp. for 15 years. In addition to his advisory role, he is licensed to recommend life insurance products in Michigan and is appointed with Jackson National Life and Brighthouse Financial. Bernard Wealth Management serves individuals, businesses, corporate retirement plans, and charitable organizations by providing discretionary portfolio management and financial planning services. The firm manages approximately $314 million in client assets using model portfolios that combine mutual funds, ETFs, and selected individual stocks based on quantitative and fundamental analysis.

Richard Aubuchon is a financial advisor with FSA Advisors, Inc. in Troy, MI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Hantz Group and various non-financial firms such as Great Oaks Country Club and Top Golf. Outside of advisory work, he is involved in insurance sales. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm emphasizes fundamental analysis and modern portfolio theory in its investment approach, offering discretionary management and tailored asset allocations across multiple asset classes.

Bryce Gray is a financial advisor with Generational Wealth Advisors, holding a Series 65 credential and seven years of industry experience. He has worked with Talis Advisory Services and Generational Equity and maintains several business interests including a single-member law firm and an accounting firm that provides investment advisory services to businesses. Generational Wealth Advisors offers discretionary investment management, financial planning, and risk-management advice to a diverse client base including individuals, trusts, foundations, pension plans, business entities, and charitable organizations. The firm employs a multi-team advisory model and an investment approach based on Modern Portfolio Theory, utilizing institutional-share mutual funds, ETFs, and separately managed accounts with long-term portfolio management and periodic rebalancing.

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.

Timothy Sullivan is a financial advisor at Strategic Wealth Advisors Group, Inc. with 15 years of industry experience. He holds a Series 65 designation and has worked at the firm since 2014. In addition to his advisory role, he is the CEO and founder of Strategic Wealth Insurance Group, where he focuses on life insurance, annuity, and federal employee benefits sales. Strategic Wealth Advisors Group serves individual clients, including high-net-worth households, offering financial planning, consulting, and discretionary investment management. The firm primarily allocates client assets to independent registered managers and provides ERISA plan services, along with public educational seminars on investment topics.

Kenneth Arafat is a financial advisor at Strategic Wealth Advisors Group, Inc. in Utica, MI. He holds a Series 65 designation and has been with the firm for one year. Prior to joining the firm, he worked in retail and food service industries. Strategic Wealth Advisors Group serves individual clients, including high-net-worth individuals, offering financial planning, consulting, discretionary investment management, and retirement-plan advisory services. The firm primarily allocates client assets to independent managers and conducts ongoing monitoring, combining fundamental and technical analysis in its planning approach.

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.