James Westwood is an advisor with Royal Oak Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at several firms including Wells Fargo Clearing and WFG Investments, Inc., and currently dedicates significant time to Royal Oak Financial Advisors, LLC. Westwood is also a partner and owner of Alpha Asset Advisors and serves as a trustee of the Skala Irrevocable Life Insurance Trust. Royal Oak Wealth Advisors LLC provides discretionary portfolio management primarily for individual and high net worth clients, often acting as a sub-advisor for unaffiliated primary advisers. The firm employs a rules-based, dividend-growth investment strategy focused on companies with strong free cash flow and a history of increasing dividends, typically holding securities for longer than one year.

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® with 26 years of industry experience. He is a principal and 50% owner at Integrated Capital Management and has worked there since 2016. Prior to that, he was with First Heartland Consultants, Inc. from 2008 to 2016 and Osaic FA, Inc. from 2005 to 2008. Seger serves as a financial presenter for the Older Person's Commission and is a board member at Michigan State University’s engineering program. 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 written financial-planning process to create customized asset allocations, typically implemented through ETFs, mutual funds, equities, and bonds, managing client accounts primarily on a discretionary basis.

Stuart Raider is a ChFC® credentialed financial advisor with 40 years of experience, currently serving at Raider Dennis Agency in Farmington, MI. He has held positions at Madison Avenue Securities, AE Wealth Management, and Global Financial Private Capital. Raider is also president of the Michigan Jewish Sports Foundation, a philanthropic organization. Raider Dennis Agency provides investment advisory services to individual and high-net-worth clients, managing portfolios primarily on a non-discretionary basis using model portfolios through AE Wealth’s platform. The firm combines investment advisory with active insurance brokerage and life-settlement facilitation.

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.

Dale Embry is a financial advisor at MeadowBrook Investment Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has been with the firm since 1999. MeadowBrook Investment Advisors is an employee-owned firm that provides discretionary portfolio management services to individuals, trusts, foundations, and charitable organizations. The firm employs a research-driven approach focused on fundamental analysis, valuation, diversification, and portfolio risk control, tailoring strategies to each client’s risk profile and tax situation.

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 Series 65 licensed financial advisor with two years of industry experience. He is currently with A & L Financial Services, LLC and previously worked at Valassis for five years. A & L Financial Services provides personalized financial planning and discretionary asset management primarily to individual and high net worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios on a discretionary basis, incorporating option-writing strategies and permitting borrowing within managed accounts.

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.

Reno Frazzitta is a CFP® professional with 13 years of experience in financial advising, currently serving as the sole advisor at Smart Money Financial Advisors, LLC since 2015. He has over 30 years of experience as an independent insurance agent. Frazzitta is the managing member and founder of Retirement Learning Academy, which provides educational workshops on retirement planning, tax planning, Social Security, and Medicare. He also serves as Chapter President of the American Financial Education Alliance in the Oakland/Macomb area of Michigan, conducting financial literacy seminars. Smart Money Financial Advisors, LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients, utilizing a long-term investment approach based on Modern Portfolio Theory. The firm emphasizes documented client goals and risk tolerance, discretionary management, and ongoing portfolio monitoring.

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 an advisor at Royal Oak Wealth Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Royal Oak Wealth Advisors since 2011, including a current role at Royal Oak Financial Advisors, LLC which he co-owns. He is also co-owner of Alpha Asset Advisors, where he is a licensed independent insurance agent. Royal Oak Wealth Advisors LLC provides discretionary portfolio management primarily for individual and high net worth clients, focusing on a rules-based, dividend-growth investment strategy with a longer-term horizon. The firm operates mainly as a sub-adviser, managing accounts on behalf of unaffiliated primary advisers while handling discretionary trades and portfolio reviews.

Charles O'Connor Sr. is a financial advisor with O'Connor Financial Group, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at LPL Financial since 2010 and previously at Merrill from 2006 to 2010. Outside of advising, he is a licensed notary. O'Connor Financial Group is a state-registered investment adviser managing approximately $82.9 million for around 270 clients, primarily individuals, trusts, estates, and retirement plans. The firm uses a variety of strategies, including equity selection, mutual funds, fixed income, alternative investments, and options, tailoring portfolios to client risk tolerance and goals.

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.