Taylor Eagle is a financial advisor at Agile Wealth Partners with three years of industry experience. He holds a Series 65 designation and previously worked at Mitovation, Inc. and Innovative Biotherapies. Agile Wealth Partners serves individuals, families, closely held businesses, and pension or profit-sharing plans, managing approximately $26 million in client assets. The firm uses proprietary model allocations and a tactical asset allocation approach, integrating financial planning with discretionary investment management and business consulting services.

Kripy Lubana is a financial advisor at Kava Financial LLC with a Series 65 credential and one year of industry experience. Prior to joining Kava Financial, Lubana spent ten years in an unspecified role outside the advisory industry. Kava Financial LLC provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm emphasizes a documented investment approach that incorporates multiple analysis techniques and offers periodic educational seminars and workshops.

Eric Seger is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is a principal advisor and 50% owner at Integrated Capital Management in Bloomfield Hills, MI, where he has worked for the past 10 years. His prior experience includes roles at Purshe Kaplan Sterling Investments and First Heartland Capital. Seger serves as a financial presenter for the Older Person’s Commission and is a board member at Michigan State University’s AES program, contributing to educational improvements. Integrated Capital Management provides financial planning, discretionary portfolio management, retirement plan consulting, and advisory services to individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm emphasizes a written financial-planning process tailored to client-specific compensation and tax complexities, managing accounts primarily on a discretionary basis using ETFs, mutual funds, equities, and bonds.

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.

Jeremiah Whiddon is a CFP® and registered investment advisor with OnTrack Wealth Management, based in Canton, MI. He has six years of experience at OnTrack Wealth Management and previously worked for six years at Atlas Oil Company. OnTrack Wealth Management serves individuals, high-net-worth clients, and charitable organizations, providing financial planning, investment management, retirement plan consulting, and basic personal tax return preparation. The firm combines fundamental and technical analysis with Modern Portfolio Theory to construct portfolios, emphasizing comprehensive planning paired with ongoing portfolio management.

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.

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.

Cathy Navarreross is a financial advisor with Integrated Capital Management, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at Integrated Capital Management since 2016 and previously at First Heartland Capital, Inc. Outside of her advisory role, she is involved in charitable work as the vice president of the Lions Club in Hadley, MI, and has experience distributing essential oils. Integrated Capital Management serves individuals, high-net-worth clients, trusts, charitable organizations, and businesses, with specialized experience advising professionals such as physicians and corporate executives. The firm provides comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, using a written financial-planning process that incorporates client-specific tax and compensation factors into customized asset allocations.

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 Alpha Asset Advisors LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Alpha Asset Advisors since 2011 and also owns Royal Oak Financial Advisors, where he spends a significant portion of his time. Additionally, he is a licensed independent insurance agent involved in insurance sales on a limited basis. Alpha Asset Advisors primarily serves individual clients through a sub-advisory model, managing discretionary accounts identified by unaffiliated primary advisers. The firm employs a rules-based dividend-growth investment strategy focused on stocks with a history of increasing dividend payouts and conducts semiannual account reviews.

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.