Julie Keating is a financial advisor with Wealth Management Services, LLC in Bloomfield Hills, MI. She holds Series 65 and Series 63 licenses and has 12 years of industry experience, including roles at Wealthcare Advisory Partners LLC, Integrated Wealth Concepts LLC, and LPL Financial. Additionally, she is involved in a family business, Keating & Associates Corp. Wealth Management Services LLC provides fee-based financial planning and investment advisory consultation primarily to individuals, trusts, estates, and charitable organizations. The firm focuses on written financial plans and time-limited consultations grounded in fundamental analysis and long-term asset allocation, with implementation typically carried out by clients or through affiliated broker-dealer representatives.

John Oliver is a financial advisor with Agile Wealth Partners in Northville, MI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Executive Wealth Management and LPL Financial. Outside of his advisory work, he is an independent insurance agent selling fixed annuities and life insurance, and he owns a marketing and consulting services business. Agile Wealth Partners provides comprehensive financial planning and discretionary investment management to individuals, families, closely held businesses, and pension or profit-sharing plans. The firm employs a tactical asset allocation strategy using proprietary model portfolios and integrates financial planning with ongoing investment management and estate planning support.

Brandon Klemm is a financial advisor at AFS Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked with AFS Wealth Management since 2020. Prior to that, he was employed at Power Home Remodeling Group for one year. AFS Wealth Management serves individual and high-net-worth clients, trusts, estates, and small businesses by providing discretionary portfolio management and financial planning services. The firm integrates asset allocation, fundamental, quantitative, and technical analysis to create individualized portfolios, while also offering affiliated tax and insurance services.

Thomas Norris is a financial advisor at NFI Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with NFI Advisors since 2004. He is also the owner and president of Norris Financial, an accounting and tax consulting firm. NFI Advisors is a small SEC-registered firm serving individual clients, trusts, estates, and private investment funds. The firm offers discretionary portfolio management with tailored investment strategies, including an options-based Hedge Strategies program for accredited investors and management of multiple private funds.

David Robertson is a financial advisor with The Financial Center, LLC in Novi, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been associated with The Financial Center since 2001 and has worked with Cambridge Investment Research since 2008. Outside of his advisory work, he operates as an independent insurance agent for various companies. The Financial Center provides fee-based financial planning, consultations, and educational seminars to individuals, high-net-worth clients, corporations, charitable organizations, estates, and trusts. The firm delivers tailored long-term financial plans and project-based advice without exercising investment discretion, relying on third-party affiliates for implementation and portfolio management.

Kenneth Chaput is a financial advisor at CIG Asset Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with CIG Asset Management since 2013, serving also as the firm’s Chief Compliance Officer. Additionally, he is a 50% owner and vice-president of Northstar Financial Enterprises, a holding company related to a formerly registered broker-dealer and insurance agency. CIG Asset Management provides wealth management, financial planning, and discretionary portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a strategic and dynamic asset allocation approach, incorporates ESG-screened models, and offers diversified investments across multiple asset classes, along with sub-advisory services and management of private pooled investment vehicles.

John Edmonds is a financial advisor at LightSquare Wealth Management, LLC with 18 years of industry experience. He has held positions at Raymond James & Associates Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Edmonds is also the owner of En Passant, LLC and LightSquare Insurance Agency, which facilitates insurance commissions. LightSquare Wealth Management serves individual clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm uses a variety of investment instruments and analytical methods to construct individualized portfolios and provides ongoing monitoring and due diligence on recommended sub-advisors.

Brian Franke is a CFP® professional with 18 years of industry experience. He is a principal and private wealth advisor at Integrated Capital Management, where he has worked since 2016. Prior to that, he spent seven years at First Heartland Capital Inc. Franke serves on the executive board of Michigan State University. Integrated Capital Management advises individuals, high-net-worth clients, trusts, charitable organizations, and businesses, with expertise serving professionals such as physicians and corporate executives. The firm provides comprehensive financial planning and discretionary portfolio management, using a written planning process to tailor asset allocation and incorporate client-specific compensation and tax complexities.

Jane Lowry is a financial advisor at Motive Wealth Advisors, LLC in Birmingham, MI, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Ducker Worldwide and other firms from 2014 to 2022. Motive Wealth Advisors serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans, offering investment management and financial planning with a focus on diversified, risk-based portfolios using both active and passive strategies. The firm manages approximately $318 million across about 80 client relationships and conducts due diligence on independent third-party advisers, a practice that distinguishes it within the industry.

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.

Joseph Berishaj is a financial advisor at Retirement Systems LLC in Bloomfield Hills, MI, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and Cambridge Investment Research, Inc. He also has experience outside finance, having worked briefly at Emagine Entertainment. Retirement Systems LLC provides discretionary asset management, financial planning, and ERISA 3(21) fiduciary services to individuals and retirement plans, focusing on tailored investment strategies and participant education for qualified employer plans.

Matthew Saltzgaber is a financial advisor at Vision Wealth Management, Inc., holding a Series 66 designation with 12 years of industry experience. His career includes roles at LPL Financial, FSC Securities Corp, and ZF TRW Automotive Holdings Corp. He is involved in investment advisory services through Vision Wealth Management, an independent registered investment advisor. Vision Wealth Management serves individuals, corporations, charities, and retirement plans by providing financial planning, portfolio management, and consulting services. The firm utilizes customized portfolios based on model allocations and integrates third-party manager access alongside LPL Financial’s solutions, managing approximately $81 million for over 400 clients.

Krisstin Petersmarck is a financial advisor at New Horizon Retirement Advisors with three years of industry experience. She holds a Series 65 designation and has worked at KMP Financial LLC, Bridgeriver Advisors, and Roots Wealth Partners. In addition to her advisory role, she is an independent licensed insurance agent and founder of New Horizon Retirement Solutions, Inc. New Horizon Retirement Advisors provides retirement-focused portfolio management and advisory services to individual and high-net-worth clients. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to build long-term portfolios, offering both discretionary and non-discretionary management while maintaining fiduciary standards.

Osman Minkara is a managing principal and investment advisor representative at CIG Asset Management, Inc. with 32 years of industry experience. He is also the managing principal of CIG Capital Advisors and the managing member and majority owner of CIG Venture Management, LLC, which manages various special purpose vehicles and a private equity fund. CIG Asset Management provides wealth management, financial planning, and discretionary portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs an asset allocation framework that integrates strategic and dynamic models across multiple asset classes and offers socially responsible investment options.

Jason Close is a CFP® and CFA® with 12 years of industry experience. He has worked at Motive Wealth Advisors, LLC since 2021 and previously held roles at tru Independence Asset Management, LLC, Wealthcare Advisors, LLC, and Planning Alternatives Ltd. He is involved in administrative and financial management activities through affiliated entities. Motive Wealth Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a diversified, risk-based investment approach using both active and passive strategies and provides discretionary and non-discretionary management, financial planning, and pension consulting.

Louis Melone is a CFP® with 30 years of industry experience, currently serving as an advisor at Melone Private Wealth, LLC since 2020. His prior experience includes roles at LPL Financial, Budd, Melone & Co. LLC, and Wells Fargo Advisors Financial Network. Outside of advising, he is an author working on a book. Melone Private Wealth, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized investment advisory and financial planning services, employing a blend of active and passive strategies with a long-term investment horizon, and manages most client assets on a discretionary basis.

James Niedzinski is a CFP® with 19 years of industry experience, currently serving as an advisor at Motive Wealth Advisors, LLC since 2021. His prior roles include positions at Tru Independence Asset Management, Wealthcare Advisors, and Planning Alternatives. He also acts as a power of attorney and co-trustee for his parents' revocable living trust. Motive Wealth Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, business entities, charitable organizations, and retirement plans. The firm offers investment management and financial planning services, employing diversified, risk-based portfolios with both active and passive strategies and conducts due diligence on independent third-party advisers.

David Zoellner Jr is a financial advisor at Z Advisory Innovations with five years of industry experience. He holds a Series 66 designation and previously worked at NewBridge Securities Corporation, Valvoline Instant Oil Change, Rockwells, and The Dock on Montrose Beach. Z Advisory Innovations provides portfolio management and tailored investment services to individuals, high-net-worth clients, and business entities. The firm manages model portfolios using tactical asset allocation and fundamental analysis, offering a range of investment options including mutual funds, ETFs (such as Bitcoin ETFs), stocks, bonds, options, closed-end funds, and alternative investments, operating mainly on a non-discretionary basis.

Kiernan Easton is a financial advisor at Dynamic Wealth Solutions LLC with 11 years of industry experience. He holds Series 65 and Series 63 designations and has been with the firm since 2015. Dynamic Wealth Solutions LLC serves a diverse client base including individuals, trusts, estates, foundations, corporations, and retirement plans, managing approximately $102 million in assets. The firm employs a disciplined investment process based on fundamental analysis and asset allocation, supported by a structured framework and technology tools, and offers services ranging from discretionary asset management to retirement plan advisory.