Mitchell De Brincat is a financial advisor at Ecos Wealth Advisors with a Series 65 credential and no prior industry experience. His background includes roles at Saginaw Valley State University and Farm Bureau. Ecos Wealth Advisors offers investment advisory and financial planning services to individual clients—including high-net-worth households—as well as to employer-sponsored retirement plans and business entities. The firm employs customized, long-term investment strategies supported by fundamental, quantitative, technical, and modern portfolio theory approaches.

Eric Hornyak is a financial advisor with Emde Wealth Management LLC in Bloomfield Hills, MI, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. He has previously worked at Aurora Securities, Secure Investors Group, Secure Asset Management, LLC, and continues to own Hornyak Financial Group, which provides life, health, property, and casualty insurance sales and service. Emde Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and other business entities, managing approximately $45 million across about 75 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting, employing individualized asset-allocation strategies that may include U.S. and international equities, fixed income, ETFs, mutual funds, alternative investments, and private placements.

Ryan Malloch is a financial advisor at Third Sigma Investment Advisors LLC with 26 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Cetera Advisors LLC and M1 Capital Management. In addition to his advisory roles, he teaches financial education classes as adjunct faculty at Macomb Community College. Third Sigma serves individuals, trusts, estates, charitable organizations, corporations, and pension plans, providing discretionary portfolio management and comprehensive financial planning. The firm utilizes a diversified asset allocation strategy combining active managers with low-cost mutual funds and ETFs, and typically manages portfolios on a discretionary basis with an emphasis on cost-effective implementation and systematic rebalancing.

Scott Nicholson is a financial advisor at Advize Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Calder Capital, Blue Water Asset Management, Benchmark Mortgage, Redfield Financial Group, and Invest Financial Corporation. Nicholson is also licensed to sell life and health insurance and may receive additional compensation from those sales. Advize Wealth Management serves individual and high-net-worth clients by providing wealth management, investment management, comprehensive financial planning, and employee benefit plan advisory services. The firm emphasizes asset allocation and predominantly passive investing through index funds and ETFs, utilizing technology and third-party managers to implement automated and model-driven portfolios.

James Westwood is a financial advisor at Alpha Asset Advisors LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Royal Oak Financial Advisors, WFG Investments, and Capital Asset Advisory Services. Westwood serves as a trustee of the Skala Irrevocable Life Insurance Trust. Alpha Asset Advisors primarily serves individual clients through a sub-advisory model, managing discretionary accounts identified by unaffiliated primary advisers. The firm employs a rules-based dividend-growth strategy focused on stocks that pay dividends from free cash flow and have a history of increasing payouts.

Paul Compeau is a CFP® with eight years of industry experience and is the principal advisor at Bridgewise Wealth Management. His prior roles include positions at Guardian Pointe Private Wealth Management and various Bridgewise-affiliated entities. He serves as Chapter President of the nonprofit American Financial Education Alliance, where he teaches financial planning classes and provides public education. Bridgewise Wealth Management serves individual and high-net-worth clients, trusts, nonprofits, corporations, and retirement plans, offering comprehensive financial planning, discretionary investment management, and consulting services. The firm employs a combination of fundamental, technical, cyclical, and charting analysis, utilizing both active and passive strategies, and manages accounts primarily on a discretionary basis with ongoing portfolio oversight.

Eric Seger is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is a principal advisor and 50% owner at Integrated Capital Management in Bloomfield Hills, MI, where he has worked for the past 10 years. His prior experience includes roles at Purshe Kaplan Sterling Investments and First Heartland Capital. Seger serves as a financial presenter for the Older Person’s Commission and is a board member at Michigan State University’s AES program, contributing to educational improvements. Integrated Capital Management provides financial planning, discretionary portfolio management, retirement plan consulting, and advisory services to individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm emphasizes a written financial-planning process tailored to client-specific compensation and tax complexities, managing accounts primarily on a discretionary basis using ETFs, mutual funds, equities, and bonds.

Brian Smith is a financial advisor at Dynamic Wealth Solutions LLC with 11 years of industry experience. He holds a Series 65 designation and has been affiliated with Michigan State University since 2011. Dynamic Wealth Solutions LLC serves individuals, high-net-worth clients, trusts, estates, foundations, small businesses, and retirement plans. The firm employs disciplined, model-based asset allocation supplemented by fundamental security analysis and a structured framework addressing various client factors, offering portfolio management, financial planning, and consulting services.

When I was 5 years old, I started going to work with my dad at one of his 7 diners. We’d get on the road around 6 AM. I was allowed a day-old doughnut from the freezer for breakfast – white-iced, raspberry jelly-filled was my go-to. He usually zapped it too long in the microwave, making the jelly in the middle piping hot. I was great at peeling hardboiled eggs, restocking the candy case, and tallying up carry-out receipts – I loved every minute of it! Dad always said my maiden name, Bassano, meant “hard-worker.” I firmly believe that tongue-in-cheek joke, along with my mom & dad’s entrepreneurial spirit, shaped who I am today. Whether it was graduating college as a double major with honors in 3 years, or cycling the US coast-to-coast in 9 weeks, I put my heart and soul into everything I do. I fully expect the same of myself if given the opportunity to be your financial advisor.

Hunter Fougner is a financial advisor at Ecos Wealth Advisors in Clarkston, MI, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Hantz Financial Services Inc. and Whirlpool Corporation. Ecos Wealth Advisors provides investment advisory and financial planning services to individual clients, employer-sponsored retirement plans, and business entities. The firm employs long-term, discretionary strategies tailored to client goals and conducts ongoing portfolio management and comprehensive financial planning.

Alan Aidem is a financial advisor at A & L Financial Services, LLC with one year of industry experience. He has worked at A & L Financial Services since 2021 and previously held roles at Valassis and Meijer Corp. A & L Financial Services provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients. The fee-only firm manages approximately $53.7 million and employs a combination of fundamental, technical, and cyclical analysis, including option-writing strategies, to build portfolios aligned with clients’ objectives and risk tolerance.

John Benedict is a financial advisor at J2 Capital Management, Inc. in Troy, Michigan, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J2 Capital Management since 2010, with prior experience at Alpha Cubed Investments LLC and Node AI, Inc. He is a 50% shareholder of J2 Capital Management and serves as Chief Investment Officer and in client relationship management. 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 uses a combination of charting, fundamental, technical, and cyclical analysis, incorporating artificial intelligence tools subject to human review, and offers subadvisory strategies that extend its client base beyond typical retail investors.

Antonio De Sano is a CFP® with 14 years of industry experience, currently serving as a financial professional at Third Sigma Investment Advisors LLC. His prior roles include positions at M1 Wealth Advisors, Cetera Investment Advisers LLC, Ameriprise Financial Services, Royal Alliance Associates Inc, and UBS Financial Services Inc. He is also active with M1 Wealth Advisors in a financial services capacity. 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 emphasizes cost-effective implementation using a combination of active managers and low-cost mutual funds and ETFs, with a focus on tax-efficient transitions and customized asset allocation.

Erica Hall is a financial advisor with Erica Hall Wealth Advisors, LLC, located in Southfield, MI. She holds a Series 66 designation and has 15 years of industry experience, having led her own firm since 2010. Erica Hall Wealth Advisors provides financial planning and investment management services to individuals, families, professionals, business owners, trusts, estates, and charitable organizations. The firm uses an active management approach under a fiduciary standard, supported by educational seminars and workshops on topics such as retirement planning and financial basics.

Michael Aidem is a financial advisor at A & L Financial Services, LLC with four years of industry experience. He holds a Series 65 designation and has been with A & L Financial Services since 2021. Prior to his advisory role, he worked in the restaurant industry for six years. A & L Financial Services provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm operates on a fee-only basis, employs option-writing strategies as part of its portfolio construction, and emphasizes individualized plan reviews and coordination with outside professionals.

Cathy Navarreross is a financial advisor with Integrated Capital Management, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at Integrated Capital Management since 2016 and previously at First Heartland Capital, Inc. Outside of her advisory role, she is involved in charitable work as the vice president of the Lions Club in Hadley, MI, and has experience distributing essential oils. Integrated Capital Management serves individuals, high-net-worth clients, trusts, charitable organizations, and businesses, with specialized experience advising professionals such as physicians and corporate executives. The firm provides comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, using a written financial-planning process that incorporates client-specific tax and compensation factors into customized asset allocations.

Randolph Redmond is a financial advisor at RHL Group, LLC with 33 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at RHL Group since 2009, with a ten-year tenure at Cambridge Investment Research Advisors prior to his current role. Outside of his advisory work, he owns Organized Legacy Program, LLC, which organizes clients’ post-death wishes into comprehensive summary books. RHL Group, LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, pension plans, charities, and business entities. The firm employs a long-term investment approach that integrates fundamental, quantitative, and modern portfolio theory to build diversified portfolios and offers discretionary and non-discretionary portfolio management alongside specialized consulting services.

Eric Moss is a financial advisor at Greystone Financial Group, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at TD Ameritrade and J.P. Morgan Securities. Greystone Financial Group serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, corporations, and other businesses, managing approximately $495 million in client assets. The firm employs a tactical investment approach that combines fundamental and technical analysis with macroeconomic indicators to actively adjust portfolio weightings.

Paul Erickson is a financial advisor with Alpha Asset Advisors LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Alpha Asset Advisors since 2011 and also owns Royal Oak Financial Advisors, where he spends a significant portion of his time. Additionally, he is a licensed independent insurance agent involved in insurance sales on a limited basis. Alpha Asset Advisors primarily serves individual clients through a sub-advisory model, managing discretionary accounts identified by unaffiliated primary advisers. The firm employs a rules-based dividend-growth investment strategy focused on stocks with a history of increasing dividend payouts and conducts semiannual account reviews.

Charles O'Connor is a financial advisor with O'Connor Financial Group, LLC in Royal Oak, MI, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial and O'Connor Financial Group since 2010. Outside of advisory work, he is a licensed notary. O'Connor Financial Group provides investment management and financial consulting to individuals, trusts, estates, charitable organizations, and retirement and business entities. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis, offers both discretionary and non-discretionary management, and employs option strategies alongside equity and fixed-income allocations.