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 at Integrated Capital Management with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Integrated Capital Management since 2016, previously spending six years with First Heartland Consultants, Inc. Outside of her advisory work, she is involved with the Lions Club in Hadley, Michigan, where she serves as vice president. Integrated Capital Management advises individuals, high-net-worth clients, trusts, charitable organizations, and businesses, with a focus on professionals such as physicians, corporate executives, and small business owners. The firm uses a comprehensive financial-planning process to tailor asset-allocation decisions and typically manages client accounts on a discretionary basis, incorporating client-specific tax and compensation considerations into their recommendations.

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 Royal Oak Wealth Advisors LLC in Royal Oak, MI, holding Series 63 and 66 designations and over 20 years of industry experience. He has worked at Royal Oak Financial Advisors, LLC since 2017 and Royal Oak Wealth Advisors, LLC since 2011, with prior experience at Capital Asset Advisory Services, LLC and Wells Fargo Clearing. He is also a co-owner of Alpha Asset Advisors and a licensed insurance agent. Alpha Asset Advisors serves individual clients primarily through a sub-advisory model, managing discretionary accounts for unaffiliated primary advisers. The firm employs a rules-based dividend-growth strategy focused on stocks with increasing dividend payouts and typically holds investments long term.

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.

Joshua Miller is a financial advisor at Savings Coach, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC, Advantasure, Beaumont Health, and Centria Healthcare. He is also a licensed insurance agent, though he does not spend time on insurance activities during trading or non-trading hours. Savings Coach, LLC provides investment advisory, financial planning, and behavioral coaching primarily to beginning savers and clients aged 20 to 50. The firm emphasizes individualized asset allocation with a focus on value, safety, quality, and risk control, offering both discretionary portfolio management and non-discretionary coaching services.

Charles O'Connor is a financial advisor with O'Connor Financial Group, LLC in Royal Oak, Michigan. He holds a Series 66 designation and has 18 years of industry experience. O'Connor has been with his current firm since 2011 and also maintains an affiliation with LPL Financial LLC. In addition to his advisory work, he is a licensed notary. O'Connor Financial Group, LLC provides investment management and financial consulting services to individuals, trusts, estates, charitable organizations, and retirement and business entities. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis, implements option strategies, and conducts ongoing portfolio monitoring with at least quarterly reviews.

Kevin Weingarden is a Series 65-licensed advisor with four years of experience at Wittenberg Investments Inc. and his own accounting firm, Kevin Weingarden CPA LLC. He previously spent 14 years at Einstandig, Kline, & Meehan, LLP. Wittenberg Investments Inc. provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm focuses on fundamental analysis and offers services such as investment policy statement creation, portfolio monitoring, and ERISA-consistent pension consulting.

William Lethemon III is a financial advisor with Money Evolution in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. His career includes roles at LPL Financial and Wells Fargo Clearing, and he has operated Lethemon Financial since 2009. He produces content for his website and YouTube channel and hosts a podcast aimed at financial advisors. Additionally, he serves as a precinct delegate for Bloomfield Township. Money Evolution is a state-registered investment adviser offering financial planning, hourly consulting, and retirement-plan consulting to individuals, high-net-worth families, and pension plan clients. The firm uses a planning-based approach that integrates fundamental and technical analysis and delivers services on a modular basis without taking custody of client assets.

Edward Petersmarck is a financial advisor at Bridgeriver Advisors LLC with four years of industry experience. He holds a Series 65 designation and has worked at New Horizon Retirement Advisors, Bridgeriver Advisors LLC, Cetera Investment Advisers LLC, Cetera Advisor Networks, and M&O Marketing. Bridgeriver Advisors serves individual clients, including both high-net-worth and non-high-net-worth individuals, as well as select business entities. The firm provides personalized portfolio management and financial planning with a focus on non-discretionary management, using asset-allocation analysis and client-specific factors to construct customized portfolios.

Joseph Desteiger is a CFP® professional with 13 years of experience currently advising at Gunder Wealth Management, LLC. He previously worked at McFawn Financial Services Group and Raymond James Financial Services Advisors. Gunder Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm uses a modern portfolio theory approach that combines passive and active investments, including alternative assets and socially responsible ETFs, with ongoing portfolio supervision tailored to client objectives.

Nathan Hawrot is a CFP® professional with 13 years of industry experience, currently serving at Sculati Wealth Management, LLC since 2012. He holds a Series 65 license and works out of Bloomfield Hills, MI. Sculati Wealth Management is a fee-only advisory firm that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a blend of fundamental, technical, and cyclical analysis in portfolio construction and offers complimentary financial planning to both clients and prospects.

John Dyer is a financial advisor with Royal Oak Wealth Advisors LLC, holding a Series 66 designation and bringing 21 years of industry experience. His prior work includes significant tenures at Key Management Group and Ameriprise Financial Services, Inc. He is also involved as Chief Operating Officer and Investment Adviser Representative at Alpha Asset Advisors, LLC. Alpha Asset Advisors primarily serves individual clients through a sub-advisory model, managing discretionary accounts with a rules-based dividend-growth strategy focused on stocks that pay dividends from free cash flow and have a history of increasing payouts. The firm conducts semiannual account reviews and relies on primary advisers for client suitability information while exercising investment discretion.

Donald Carnaghi is a financial advisor with Premier Estate Planners, LLC in Clinton Township, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Premier Estate Planners since 2002 and previously at Secure Asset Management, LLC from 2022 to 2025. Carnaghi is also involved with Macomb Marketing LLC and is a licensed insurance agent. Premier Estate Planners advises individuals, trusts, estates, charitable organizations, and business entities, providing wealth management services including portfolio management, third-party adviser selection, and savings plan management. The firm manages both discretionary and non-discretionary accounts and emphasizes model portfolios, often using ETFs, while serving a large client base with a small advisory team.

David Debenedictis is a ChFC® credentialed financial advisor with 14 years of industry experience, practicing at Northpoint Financial in Birmingham, MI. He has been associated with Northpoint Financial since 1982. Outside of his advisory role, he is president and sole shareholder of a life insurance sales agency and is involved in a wine education and travel business. Northpoint Financial provides comprehensive financial planning and advisory services primarily to high-net-worth individuals, focusing on estate planning, retirement modeling, and income tax planning. The firm emphasizes long-term investment strategies using a proprietary financial independence model and coordinates client relationships with various professionals while relying on external brokers and money managers for investment execution.

Jeffrey Covert is a CFP® with nine years of experience in the financial industry. He is currently with Team Covert, LLC and also owns and operates Team Covert Financial & Tax Planning Group, LLC, where he provides tax planning and insurance services as a CPA and insurance agent. His prior experience includes roles at Wealth for You Financial, LLC, Barnett Financial & Tax, Inc., and Hantz Financial Services, Inc. Team Covert, LLC serves individual and high-net-worth clients with portfolio management, comprehensive financial planning, and targeted consulting. The firm employs customized portfolios using model strategies and sub-advisers, and integrates tax and insurance services through affiliated businesses.

Julie Keating is a financial advisor with Wealth Management Services, LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Her prior roles include positions at Wealthcare Advisory Partners LLC and Integrated Wealth Concepts LLC. Outside of advisory work, she is involved in a family business, Keating & Associates Corp. Wealth Management Services, LLC offers fee-based financial planning and investment advisory consultations to individuals, trusts, estates, and charitable organizations. The firm provides written financial plans and time-limited consultations based on fundamental analysis and long-term asset allocation, with implementation handled by clients or through affiliated broker-dealer relationships.

Thomas Mazza is a financial advisor with Premier Estate Planners, LLC in Clinton Township, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Premier Estate Planners since 2002 and previously at Secure Asset Management, LLC. Mazza is also a licensed insurance agent and involved with Macomb Marketing LLC. Premier Estate Planners serves individuals, trusts, estates, charitable organizations, and business entities by providing wealth management services including portfolio management, third-party adviser selection, and modular financial planning. The firm manages both discretionary and non-discretionary accounts and employs model portfolios, often using ETFs, while overseeing more than $226 million in client assets.

Jacob Smith is a financial advisor with Third Sigma Investment Advisors LLC and holds a Series 66 license. He has two years of industry experience and previously worked at Thrivent Financial, Ally Bank, and Ford Motor Credit Company. Smith serves as a board member for Teen HYPE, a Detroit-area nonprofit focused on youth education and leadership development. 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 uses a combination of active and passive investments with a focus on tax-efficient, customized asset allocation, managing primarily larger and institutional accounts on a discretionary, fee-only basis.

John Salomon Jr. is a CFP® professional with 22 years of experience in the financial industry. He is a principal and part-owner of J2 Capital Management, Inc., where he has worked since 2010, and he also operates Salomon and Associates PLLC, a CPA firm specializing in tax preparation. His prior roles include a position at Alpha Cubed Investments LLC and involvement with Node AI, Inc. Outside of financial advising, he manages tax services through his CPA firm. 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 employs a range of analytical methods and incorporates artificial intelligence tools to support compliance and operations, while also offering subadvisory strategies and managing digital-asset accounts.