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 two years of industry experience. He previously worked at LPL Financial LLC and Advantasure, among other firms. Miller holds the Series 66 designation. 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 discretionary portfolio management alongside non-discretionary coaching and planning 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.

Sarah Kleinstiver is a financial advisor at Fairlane Investment Advisors Inc. with 10 years of industry experience. She holds a Series 65 designation and has been with Fairlane since 2007. Fairlane Investment Advisors serves individual and high-net-worth clients with discretionary portfolio management and ongoing consultation. The firm manages employer-sponsored retirement accounts at the participant level and offers written financial planning and limited planning support for asset-management clients. Their investment approach includes model asset-allocation programs tailored to client risk profiles, a Dynamic Tactical Asset Allocation strategy, and a Strategic Equity strategy focused on dividend-paying stocks.

Ronald Doyle is a CFA® charterholder based in Livonia, MI, with eight years of industry experience. He has been with MeadowBrook Investment Advisors LLC since 1999. Outside of his advisory role, he is involved in managing a ski-in/ski-out rental condo in Park City, Utah. MeadowBrook Investment Advisors is an employee-owned firm that provides discretionary portfolio management to individuals, trusts, foundations, and charitable organizations, employing a research-driven approach focused on fundamental analysis, valuation, diversification, and portfolio risk control.

Kyle Otis is a financial advisor at Greenway Financial, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at CanTerra, LLC, United Wholesale Mortgage, Noho Hospitality, and the University of Michigan. Greenway Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach emphasizes asset allocation across equities, fixed income, and cash, utilizing mutual funds, ETFs, and a concentrated stock portfolio with model portfolios rebalanced as needed.

Gary Zarb is a financial advisor with The Wolter Group, Inc. in Livonia, MI, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He previously worked at Advanced Financial Planning from 2002 to 2019 before joining The Wolter Group in 2018. The Wolter Group, Inc. provides customized wealth management and financial planning services to individual and high-net-worth clients. The firm employs a blend of fundamental and technical analysis to implement strategic and tactical asset allocation, tailoring portfolios to client-specific circumstances and managing approximately $50.8 million in discretionary assets.

William Lethemon III is a financial advisor with Money Evolution in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously operated Lethemon Financial and has been associated with LPL Financial since 2009. Outside of advisory work, he produces educational content through a blog and YouTube channel focused on financial topics and hosts a podcast aimed at other financial advisors. He also serves as a precinct delegate in Bloomfield Township. Money Evolution is a Michigan-registered investment adviser that provides financial planning, retirement plan consulting, and hourly consulting to individuals, high-net-worth families, and pension plans. The firm uses a planning-based approach combining fundamental and technical analysis and offers services on an hourly or fixed-fee basis rather than charging based on assets under management.

Edward Somerville is a financial advisor with Somerville Associates in West Bloomfield, MI, holding a Series 65 designation and 15 years of industry experience. He has been with Somerville Associates since 1998, a small firm with two advisors. Somerville Associates serves individual and high-net-worth clients, trusts, estates, charitable institutions, and business entities, offering comprehensive investment supervisory services and financial planning. The firm employs fundamental analysis to identify investments with moderate valuations and manages portfolios on both discretionary and non-discretionary bases.

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 12 years of industry experience. He is currently a financial advisor at Gunder Wealth Management, LLC, where he has worked since 2020. Prior to this, he was associated with McFawn Financial Services Group and Raymond James Financial Services Advisors, Inc. Gunder Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors by providing investment management, financial planning, and retirement plan consulting. The firm employs a strategy based on modern portfolio theory and strategic asset allocation, utilizing both passive and active investment vehicles and third-party independent managers to align portfolios with 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 at Alpha Asset Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Key Management Group and Ameriprise Financial Services, Inc. In addition to his advisory role, he is a licensed insurance agent. Alpha Asset Advisors primarily serves individual clients through a sub-advisory model, managing discretionary accounts identified by unaffiliated primary advisers. The firm uses a rules-based dividend-growth investment strategy focused on stocks that pay dividends from free cash flow with a history of increasing payouts.

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.

Robert Bolden Jr. is an advisor at CIG Asset Management, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Arnold & Mote Wealth Management and PFS Investments. He is also the sole owner and advisor at Bolden Wealth Management, a Registered Investment Advisor. CIG Asset Management provides wealth management, comprehensive financial planning, and discretionary portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a strategic asset allocation approach with both strategic and tactical models, offering diversified exposure across multiple asset classes and managing approximately $192 million in assets under management.

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.

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.