Kenneth Allen

Kyle Henris is a CFP® certificant and Series 63 license holder based in Rochester, MI, with experience in financial advising since 2015. He has worked at Northwestern Mutual and has led multiple ventures, including Henris Capital LLC and Life Beyond Lattes LLC, a digital education business. Since 2025, he has been the sole advisor at Freedom Formula Wealth Management. Freedom Formula Wealth Management provides discretionary investment management and financial planning services to individuals, including high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis, using both passive and active investment strategies, and typically operates with discretionary trading authority on an institutional brokerage platform.

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 with a Series 65 credential and one year of industry experience. Prior to joining FUTR Wealth Management, he held roles at SeamlessAI, where he currently serves as a Sales Manager, as well as at Globe Life: American Income, Demand Capture, Tattle, and TE Connectivity. FUTR Wealth Management is an investment manager offering financial planning and portfolio management services to individuals, high-net-worth clients, and business entities. The firm employs a multi-method investment approach incorporating various strategies such as long-term investing, options, and venture capital, and emphasizes tailored model allocations without investment discretion or custody of client assets.

John Campbell is a CFP® professional with five years of experience in the financial advisory industry. He is the sole advisor at Namesake Group, an independent registered investment adviser, and has prior experience at Diversified Portfolios, Inc., Equity Experts, and Plante Moran Financial Advisors. Outside of his advisory work, he is involved with Oak Street Design LLC, a residential design firm where he manages bookkeeping, client relations, and business development. Namesake Group provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, businesses, and institutional clients. The firm employs model portfolios combined with fundamental analysis and modern portfolio theory, focusing on ETFs and mutual funds, and offers pension consulting and participant education services.

David Matt is the president of Ruby Financial and holds Series 65 and Series 66 licenses. He has 15 years of industry experience and has been with Ruby Financial since 2006. In addition to investment advisory services, he maintains life, health, and accident insurance licenses to provide insurance products to clients as needed. Ruby Financial offers investment advisory and financial planning services on a non-discretionary basis, serving a range of clients including individuals, high-net-worth clients, businesses, trusts, and charitable institutions. The firm integrates fundamental, technical, and cyclical analysis in its recommendations and also provides insurance products, solicitor services, and third-party money manager recommendations.

Michael Kastler is a financial advisor with Kastler Financial Planning in Ortonville, MI, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Garrett Investment Advisors. He serves on the Alumni Board of Notre Dame Preparatory School, assisting with alumni activities. Kastler Financial Planning is an independent, fee-only advisory firm focusing on financial and retirement planning for individuals, particularly those in or nearing retirement. The firm employs a predominantly passive investment approach based on Modern Portfolio Theory and offers a range of planning services alongside investment management through a major custodian.