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.

Miles Jamieson is a financial advisor at Daniel Investment Group Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at Commonwealth Financial Network as well as roles in academic institutions including Wayne State University and Davidson College. Daniel Investment Group provides discretionary asset management and financial planning services to individuals, qualified retirement plans, and charitable organizations. The firm manages approximately $210 million in assets with a small advisory team and employs a fee-oriented, fiduciary approach that emphasizes cost sensitivity and individualized planning.

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.

Austin Cavanaugh is a financial advisor at Paragon Investing, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Paragon Investing, he worked for Prospect Capital Restaurants and Little Caesars Enterprises. Paragon Investing provides discretionary and non-discretionary portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, businesses, and other investment advisers. The firm’s investment approach includes customized asset allocation using fundamental and technical analysis, ETF and mutual fund selection, and both long- and short-term strategies, with a primary goal of preserving purchasing power over the long term.

Roger Henriquez Casanova is a CFA® charterholder with over a decade of experience in the financial industry, currently serving at INTI LLC since 2022. His prior roles include positions at Credicorp Capital and Banco de Credito del Peru. INTI LLC provides portfolio management primarily to individual and high-net-worth clients, offering personalized asset allocation and security selection with discretionary authority. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, and serves a significant non-U.S. client base with access to a range of investment opportunities including venture capital and private placements.

Matthew Holody is a financial advisor at Affinity Financial Advisory with 14 years of industry experience. He holds a Series 65 designation and has worked since 2009 as Controller and CPA for Flat Rock Metal Inc., a steel parts manufacturer for the automotive industry, where he manages accounting operations. Affinity Financial Advisory primarily serves individual investors, including high-net-worth clients, as well as businesses and charities. The firm provides discretionary portfolio management and comprehensive financial advisory services, utilizing a technical analysis approach and a three-part client profiling process to guide investment decisions.

Erik Ringo is a CFA® charterholder and holds a Series 65 license, with eight years of industry experience. He has worked at Autumn Financial Advisors, LLC since 2017, following prior roles at Buttonwood Financial Advisors and T. Rowe Price. Autumn Financial Advisors is a small, state-registered firm serving individual and high-net-worth clients through comprehensive financial planning and discretionary investment management. The firm employs a diversified investment process combining active, passive, and quantitative strategies, with portfolios tailored to client-specific investment policy statements.

Theresa Collins is a financial advisor at Paragon Retirement Planning, Inc. in Troy, MI, holding a Series 65 designation with two years of industry experience. She has worked at Paragon Retirement Planning since 2022 and has prior experience at Financial Services of America from 2006 to 2017. Outside of her advisory role, Collins acts as an independent insurance agent. Paragon Retirement Planning serves individual and high-net-worth clients, offering comprehensive and single-issue financial planning and consulting with a typical account minimum of $100,000. The firm’s investment approach utilizes model portfolios managed by unaffiliated sub-advisors, focusing on asset allocation while retaining responsibility for client relationships and periodic reviews.

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.

Scott Salaske is a financial advisor at FirstMetric, LLC with eight years of industry experience. He holds a Series 65 credential and has been with FirstMetric since 2017. Prior to this, he took a planned break from the industry between 2015 and 2017. FirstMetric serves individuals, trusts, foundations, estates, business entities, qualified retirement plans, and charitable organizations by providing discretionary investment advisory and portfolio management alongside financial planning and legacy securities transition guidance. The firm employs a passive, asset-class investment approach using low-cost index mutual funds and ETFs, emphasizing long-term, buy-and-hold strategies with integrated tax-aware practices.

Peter Labrash is a financial advisor at Paragon Retirement Planning, Inc. in Troy, MI, holding a Series 66 designation with two years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance, Prudential Financial Planning Services, and other firms. Paragon Retirement Planning serves individual and high-net-worth clients with comprehensive and single-issue financial planning, generally requiring a $100,000 account minimum. The firm emphasizes suitable asset allocation through model portfolio strategies managed by unaffiliated sub-advisors and third-party investment advisers while retaining responsibility for client relationships and reviews.

Jack Findley is a Series 65-licensed advisor at Trustee Empowerment & Protection, Inc. He has experience in related fields spanning over a decade, including roles as CEO/CRO of Decision Technologies Corp. and CEO of Sterling Signal, LLC, a commercial signage producer. His work at Decision Technologies involves licensing proprietary software to Trustee Empowerment & Protection, Inc. Trustee Empowerment & Protection, Inc. serves retirement plan sponsors, trustees, and individual investors through an internet-based platform that refers clients to a network of registered investment advisers. The firm provides a decision-assistance service using a patented application to evaluate and compare mutual funds and ETFs within defined contribution plans, focusing on non-discretionary, process-driven reviews.