Donald McLeod is a financial advisor with Royal Oak Wealth Advisors LLC, holding Series 65 and Series 63 designations and bringing 57 years of industry experience. His career includes roles at multiple firms, including over two decades running McLeod Financial Services Inc. and The McLeod Group Inc., where he also provides employee benefit services. He is the owner of The McLeod-Koski Agency Inc., an independent fixed insurance agency. Royal Oak Wealth Advisors LLC manages discretionary portfolios 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 portfolios on behalf of unaffiliated primary advisers while maintaining a small, selective client base.

Shane Kinney is a financial advisor at EPI Financial Group with a Series 66 designation and two years of industry experience. His prior roles include work at Hantz Financial Services and operating an entertainment business, Beyond the Score, where he creates and produces content for a monetized YouTube channel. He is also involved with EPI Protection, LLC as an insurance agent. EPI Financial Group provides investment advisory and financial planning services primarily to non-high-net-worth individual households, charitable organizations, and business entities. The firm uses a sub-adviser platform for discretionary portfolio management and offers ongoing financial planning without a planning fee, integrating insurance services through its affiliated insurance agents.

Robert Sinnaeve is a financial advisor with SS&H Financial Advisors, Inc., holding a Series 65 designation and 16 years of industry experience. He has been with SS&H Financial Advisors since 1992. SS&H Financial Advisors, Inc. is an independently owned SEC-registered investment adviser that provides portfolio management and financial advisory services to individuals, trusts, charitable organizations, and foundations, typically serving clients with a minimum of $350,000 in investable assets. The firm emphasizes realistic investment objectives and risk management, utilizing both fundamental and technical analysis across a broad range of publicly traded securities.

Nicholas Loberg is a financial advisor with Greystone Financial Group, LLC, holding Series 63 and Series 65 designations and eight years of industry experience. He has previously worked at Concorde Investment Services, Concorde Asset Management, Spectrum Financial Resources, and other firms. In addition to advisory work, he serves as Director of Brokerage Operations and Operations Manager for related Concorde entities. Greystone Financial Group manages approximately $495 million in assets for individual clients, high-net-worth households, businesses, and retirement plans. The firm employs a tactical investment approach that adjusts portfolio weightings based on market conditions using a combination of fundamental, technical, and macroeconomic analysis.

Lisa Camerone is a financial advisor with New Era Investments LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at several firms, including Lincoln Investment and Capital Analysts, and is involved in managing fixed and traditional insurance products through her roles in affiliated insurance agencies. New Era Investments LLC advises individual and high-net-worth clients, providing ongoing portfolio management and financial planning that incorporates modern portfolio theory and both long- and short-term trading strategies. The firm utilizes third-party money managers when appropriate and conducts regular account reviews to align portfolios with client objectives and risk tolerance.

Scott Goldberg is a financial advisor at Oxford Harriman Private Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Equity Planning Group, Inc. for 26 years. In addition to his advisory role, he is independently licensed as a mortgage loan officer. Oxford Harriman Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm offers a tailored, multi-asset investment approach, comprehensive portfolio management, financial planning, and consulting services, utilizing third-party managers and custodial platforms for execution and administration.

Ryan Riker is a financial advisor at EPI Financial Group in Troy, MI, holding Series 65 and Series 63 licenses with 10 years of industry experience. His work history includes roles at Prudential Insurance Company of America and ABG Portfolio Strategies, Inc. In addition to advisory services, he dedicates approximately half of his time to insurance sales and services through EPI Protection, LLC. EPI Financial Group serves individuals, charitable organizations, and business entities, focusing primarily on non-high-net-worth households. The firm provides discretionary portfolio management via sub-advisers and offers ongoing financial planning without a planning fee, utilizing both fundamental and technical analysis in its investment approach.

Branden Carney is a CFP® with 8 years of industry experience, currently serving as an advisor at Melone Private Wealth, LLC since 2020. His prior roles include positions at Portfolio Solutions LLC, Fratarcangeli Wealth Management, State Farm Insurance, and Plante Moran Financial Advisors. In addition to his advisory work, he engages in insurance sales. Melone Private Wealth, LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by providing customized investment advisory and financial planning services. The firm constructs portfolios blending active and passive strategies, primarily using ETFs, mutual funds, closed-end funds, and municipal securities, with a focus on long-term investment horizons and discretionary asset management.

Michael Bytnar is a financial advisor at Affinity Wealth Management, LLC with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Affinity Wealth Management in 2025, he worked at TFG Financial Advisors, LLC and Berthel Fisher & Company Financial Services, Inc. He is also a co-founder of Affinity Asset Management and The Affinity Group of Companies, where he has held leadership roles since 2010. Affinity Wealth Management, LLC provides portfolio management services primarily to individuals and high-net-worth clients. The firm employs a long-term trading approach that integrates charting, fundamental and technical analysis, and modern portfolio theory, offering a broad investable universe that includes mutual funds, ETFs, fixed income, real estate funds, annuities, commodities, private placements, and venture capital.

Scott Wolter is the President, CCO, and CEO of The Wolter Group, Inc., with 35 years of experience in the financial services industry. He holds Series 63 and Series 65 licenses and has worked at Stonex Securities Inc. and Advanced Financial Planning d/b/a The Cadez Group, LTD. Outside of his advisory roles, he is an instructor at Suburban Hockey Schools, where he teaches hockey skills. The Wolter Group, Inc. provides customized wealth management and financial planning services to individual and high-net-worth clients, managing approximately $50.8 million in discretionary assets. The firm combines discretionary portfolio management with comprehensive planning tailored to client-specific circumstances, employing both fundamental and technical analysis with strategic and tactical asset allocation.

Eric Hornyak is a financial advisor with Emde Wealth Management LLC in Bloomfield Hills, MI, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. He has previously worked at Aurora Securities, Secure Investors Group, Secure Asset Management, LLC, and continues to own Hornyak Financial Group, which provides life, health, property, and casualty insurance sales and service. Emde Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and other business entities, managing approximately $45 million across about 75 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting, employing individualized asset-allocation strategies that may include U.S. and international equities, fixed income, ETFs, mutual funds, alternative investments, and private placements.

Ryan Malloch is a financial advisor at Third Sigma Investment Advisors LLC with 26 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Cetera Advisors LLC and M1 Capital Management. In addition to his advisory roles, he teaches financial education classes as adjunct faculty at Macomb Community College. Third Sigma serves individuals, trusts, estates, charitable organizations, corporations, and pension plans, providing discretionary portfolio management and comprehensive financial planning. The firm utilizes a diversified asset allocation strategy combining active managers with low-cost mutual funds and ETFs, and typically manages portfolios on a discretionary basis with an emphasis on cost-effective implementation and systematic rebalancing.

Scott Nicholson is a financial advisor at Advize Wealth Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Calder Capital, Blue Water Asset Management, Benchmark Mortgage, Redfield Financial Group, and Invest Financial Corporation. He is also licensed to sell life and health insurance and may engage in related product sales with clients. Advize Wealth Management advises individuals, high-net-worth clients, and employer plan sponsors, offering wealth management, investment management, and financial planning services. The firm emphasizes strategic and tactical asset allocation with a focus on passive investing, utilizing outside managers and technology-enabled platforms such as Betterment for Advisors and Altruist to implement client strategies.

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.

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 designation and one year of industry experience. Lubana has worked exclusively with Kava Financial since 2026. Kava Financial LLC provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm bases its investment process on documented client goals and employs a combination of analytical methods across various asset classes, offering periodic educational seminars and requiring clients to use Fidelity Brokerage Services LLC as custodian.

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.