Philip Michalek is the sole advisor at PDM Investment Services, LLC, an independent firm based in Lake Orion, MI. He holds a Series 65 designation and has 15 years of industry experience. Michalek has led PDM Investment Services since 2005. PDM Investment Services advises individual investors, including some high-net-worth households, providing portfolio analysis, discretionary management, and financial planning. The firm employs a combination of strategic adaptive and tactical equity allocation, using proprietary rating models and a long-term market indicator to guide investment decisions.

Brandon Mc Lane is a financial advisor at FUTR Wealth Management LLC in Shelby Township, MI, holding a Series 65 designation. He has no prior industry experience and previously held a sales manager position at SeamlessAI. FUTR Wealth Management is an independent SEC-registered advisory firm that offers financial planning and portfolio management across a broad range of instruments, employing multiple analytic methods and a diverse investment strategy that includes alternative and illiquid assets. The firm serves high-net-worth individuals and business entities but reported no assets under management or client accounts as of December 2025.

John Campbell is a CFP® and Series 65–licensed financial advisor with five years of industry experience. He is the sole advisor at Namesake Group, an independent firm he joined in 2023. Prior to that, he worked at Diversified Portfolios, Inc. and Equity Experts, and he also serves as president of Oak Street Design LLC, a residential design firm owned by his wife. Namesake Group provides investment advisory services to individuals, charitable organizations, corporations, and employee benefit plans. The firm offers discretionary portfolio management, financial planning, pension consulting, and a Personal CFO Stewardship service that integrates broader financial administration with investment oversight. The firm customizes investment advice using model portfolios focused on ETFs and mutual funds, incorporates fundamental analysis and modern portfolio theory, and conducts regular account reviews, coordinating with clients’ tax and legal advisors.

David Matt is the president of Ruby Financial, an independent advisory firm in Washington, Michigan. He holds Series 65 and Series 66 licenses and has 16 years of industry experience. Matt has led Ruby Financial since its inception in 2006. He also maintains life, health, and accident insurance licenses to offer insurance products as needed by his clients. Ruby Financial provides investment advisory and financial planning services on a non-discretionary, individualized basis, serving individuals, high-net-worth clients, businesses, trusts, charitable institutions, and other institutional types. The firm combines fundamental, technical, and cyclical analysis in its recommendations and also offers insurance products and third-party manager solicitations, which is uncommon among similar firms.

Michael Kastler is the sole advisor at Kastler Financial Planning in Ortonville, MI, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and several wealth management firms. Kastler serves on the alumni board of Notre Dame Preparatory School, assisting with alumni activities such as annual homecoming events. Kastler Financial Planning is a fee-only, state-registered advisory firm focusing on financial and retirement planning for individuals in or nearing retirement. The firm employs a predominantly passive investment approach based on Modern Portfolio Theory, offering primarily fixed, tiered, and hourly billing arrangements and providing both planning and discretionary investment management services.

Troy Emmerich is a financial advisor at Meadowbrook Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Flexible Plan Investments Ltd and as an independent contractor prior to his current roles. Outside of advisory work, he serves as a finance and treasury analyst at Mersino Management Company, LLC, a dewatering, rental, manufacturing, and trenching firm. Meadowbrook Asset Management provides investment advisory and financial planning services to pooled vehicles, institutional clients, and small-business plan sponsors. The firm’s investment approach combines active management with Modern Portfolio Theory, Core+Satellite, and value-oriented strategies, and it offers both discretionary and non-discretionary portfolio management along with retirement-plan consulting and employee-benefit advice.

Joseph Venegas is the principal of JDV Wealth Advisors, LLC, an independent firm based in Goodrich, Michigan. He holds a Series 66 designation and has 17 years of industry experience. In addition to his advisory role, Venegas is involved in independent insurance sales, tax preparation services, and serves as a high school football and baseball coach. JDV Wealth Advisors provides personalized financial planning and portfolio management services to individual clients, emphasizing individualized asset allocation and Modern Portfolio Theory. The firm generally operates on a non-discretionary basis and often acts as a co-advisor when recommending third-party investment managers.

Erik Klumpp is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Chessie Advisors, LLC. He founded Chessie Tax, LLC, a tax preparation service focused on personal and small business returns, and is also the founder and Director of Tax Operations at Magni Publicani, LLP (DBA Student Loan Tax Experts), which specializes in personal income tax preparation. Chessie Advisors is an independent, fee-only firm serving individuals and families, including high-net-worth clients, trusts, pension plans, charitable organizations, and small businesses. The firm employs a Modern Portfolio Theory-based Core + Satellite investment approach and integrates ongoing financial planning into its discretionary portfolio management services.

Michael Skrzypczak is the sole advisor at Triumph Investment Advisory Group, LLC in Rochester, MI, holding a Series 65 designation with 11 years of industry experience. He has been self-employed since 2010. Triumph Investment Advisory Group provides fee-based investment advisory and money-management services to individuals, high-net-worth clients, trusts, and charitable entities, along with financial and retirement planning. The firm employs a client-focused, value-oriented investment approach and offers educational seminars, regular portfolio reviews, and flexible financial planning options.

Alan Dishow is the sole advisor at Dishow Wealth Management LLC and holds a Series 65 designation. He has no prior industry experience but has been an adjunct finance professor at Davenport University since 2020 and works part-time assisting with operations at a family-owned gas station. Dishow Wealth Management LLC is a newly registered investment manager that plans to serve retirement plans, small businesses, and individual and high-net-worth investors. The firm offers discretionary and non-discretionary portfolio management, custom portfolio construction, and financial planning, combining fundamental, technical, and macroeconomic analysis to build diversified portfolios.

Thomas Graber is a CFP® and ChFC® with 35 years of industry experience. He is the principal at Impact Investment Strategies, Inc., an independent firm he has led since 2021. Prior to this, he spent over a decade with Raymond James Financial and operated Impact Benefits, Inc., where he provided non-variable insurance services. Impact Investment Strategies serves individuals, high-net-worth clients, families, and businesses by offering discretionary and non-discretionary investment management, comprehensive financial planning, and qualified retirement plan consulting. The firm uses a proprietary strategic asset-allocation framework and multiple analytical methods to tailor and monitor portfolios, and it provides qualified plan consulting including fiduciary services and educational seminars.

David Cretcher is a financial advisor at Weather Eye Advisors, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked at Castle Tax Defense, Inc. since 2021 alongside his role at Weather Eye Advisors, which he joined in 2012. Weather Eye Advisors provides investment advisory and financial planning services to individuals, families, corporations, and non-U.S. clients. The firm employs an All-Weather, macro-driven investment approach focused on risk management and income-producing instruments, with services that include portfolio management, tax and financial planning, and insurance advice.

Michael Miley is a financial advisor with New View Financial, LLC in Auburn Hills, MI, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Sigma Financial Corporation and operated Miley Financial before founding his current firm in 2018. New View Financial is a state-registered, fee-only investment adviser serving individuals, families, trusts, estates, and small businesses. The firm provides personalized investment management and financial consulting, utilizing a range of analytical methods and typically recommending exchange-traded funds and no-load mutual funds, while also accommodating sophisticated strategies such as option contracts.

Kenneth Allen is a CFP® with 17 years of industry experience. He is the managing member and Chief Compliance Officer of Allen Financial Management, an independent firm he founded in 2010. He has worked at Mutual Securities, Inc. since 2015. In addition to his advisory work, he is also licensed to provide term life and universal life insurance services. Allen Financial Management provides discretionary portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a variety of analytical approaches and trading strategies to tailor portfolios primarily through mutual funds and exchange-traded funds.

Michael Prus is the president and founder of Scale Investment Group, an independent advisory firm. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including roles at Investment Counsel Inc and Freedom One Financial Group. Scale Investment Group serves individuals and institutional clients with a focus on retirement plan management, pension consulting, and sub-advisory services. The firm emphasizes low-cost, diversified portfolios using both quantitative and qualitative fund selection, offering discretionary and non-discretionary management alongside regular fund reviews and consulting projects.

David Patterson is a CFP® professional with 16 years of industry experience and has been with Patterson Advisors, LLC since 2005. Based in Waterford, MI, he is part of a two-advisor firm focused on comprehensive financial planning and investment analysis. Patterson Advisors serves individual investors, including high-net-worth clients and family trust beneficiaries, offering tailored services such as goal-based planning, investment recommendations, and ongoing financial support. The firm employs a disciplined, asset-allocation approach using diversified portfolios and maintains a fee-for-service model without discretionary trading authority.

Tommi Harris is a financial advisor with Ecos Wealth Advisors and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including 15 years at Verde Capital Management before joining Ecos Wealth Advisors in 2023. Harris is also the president of VERDE Insurance Agency LLC. Ecos Wealth Advisors provides investment advisory and financial planning services to individual clients, high-net-worth households, employer-sponsored retirement plans, and business entities. The firm implements discretionary, long-term investment strategies tailored to client goals and maintains ongoing portfolio management and planning services.

Kyle Henris is a CFP® professional with six years of industry experience, currently serving as an advisor at Freedom Formula Wealth Management. His prior experience includes roles at Northwestern Mutual and founding several ventures, including Life Beyond Lattes LLC, an online course business. He is also involved with InvestCEO and Henris Capital LLC. Freedom Formula Wealth Management provides discretionary investment management and comprehensive financial planning for individual and high-net-worth clients, combining fundamental, technical, and charting analysis with both passive and active investment strategies. The firm emphasizes regular portfolio reviews and monthly written updates for financial planning clients.

David Boike is a financial advisor at Retirement Resources, LLC with 16 years of industry experience. He holds the ChFC® designation and a Series 63 license. Prior to joining Retirement Resources in 2009, he worked at Global Financial Private Capital, LLC. In addition to his advisory role, he is also an independent insurance agent. Retirement Resources, LLC specializes in retirement income planning and provides financial planning and asset management services to individual clients. The firm manages approximately $166 million in client assets and offers discretionary portfolio management with a combination of fundamental, technical, and charting analysis.

Daniel Chapman Jr. is a financial advisor at Retirement Resources, LLC in Auburn Hills, MI, holding a Series 65 designation with 14 years of industry experience. He has been with Retirement Resources since 2011. Retirement Resources, LLC provides financial planning and ongoing asset management focused on retirement income planning for individual clients. The firm offers discretionary portfolio management using a mix of fundamental, technical, and charting analysis, along with educational newsletters and free workshops.