Douglas Newport is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Our Investment Guy, an independent wealth management firm he established in 2018. His prior experience includes roles at Commonwealth Financial Network and Fifth Third Securities. Our Investment Guy provides wealth management and investment services to individuals, charitable organizations, corporations, and retirement plans. The firm combines passive and active investment strategies based on individualized policies and offers ongoing retirement plan consulting with a focus on advising plan sponsors and fiduciaries under ERISA.

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.

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.

Kenneth Simmons is the owner and president of Simmons Financial Services, Inc. in Richmond, MI, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been practicing law since 1994, operating an estate planning practice under the d/b/a Heritage Estate Planning. Simmons’s background includes over two decades at Horwitz & Associates, Inc., and he continues to provide estate planning services alongside his financial advisory work. Simmons Financial Services, Inc. offers discretionary investment supervisory services to individual investors, trusts, and estates, managing approximately $1.3 million in discretionary assets. The firm uses a combination of charting, fundamental, and technical analysis to implement portfolios primarily composed of publicly traded equities, bonds, and ETFs, while coordinating estate planning and insurance services through its attorney-led practice.

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.

Michael Shanku is the sole advisor at MJS Capital Inc., an independent registered investment adviser based in Chesterfield, MI. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Since 2010, he has been managing portfolios through MJS Capital Inc. MJS Capital Inc. provides individualized portfolio management services to individual clients, overseeing approximately $2.52 million in assets across 11 accounts. The firm emphasizes documented analysis methods, ongoing monitoring, and security selection as part of its investment approach.

Walter Maziarz is a financial advisor with Trinity Wealth Solutions LLC in Bloomfield Hills, MI. He holds a Series 66 designation and has 27 years of industry experience. In addition to his advisory role, Maziarz is a CPA and owner of multiple tax service businesses. He serves on the boards of several nonprofit organizations focused on promoting Polish culture and history. Trinity Wealth Solutions LLC provides wealth management, financial and retirement planning, and income tax services to individuals, high-net-worth clients, families, trusts, estates, and retirement plan participants. The firm uses a long-term strategic investment approach guided by a proprietary model and offers discretionary and non-discretionary portfolio management primarily through AssetMark and Charles Schwab platforms.

Jonathan Phelan is a CFP® and CFA® with 15 years of experience in financial advising. He has been with Waterford Financial Management, LLC, an independent firm based in New Baltimore, MI, since 2007. Outside of financial advising, he serves as a director of Thompson-Phelan Group, Inc., a general contracting business. Waterford Financial Management provides fiduciary investment management and financial planning primarily for private individuals with tax-qualified and fully taxable accounts. The firm also offers employer consulting, including defined-contribution plan services, and uses a structured investment approach combining modern portfolio theory with intrinsic stock valuation.

Satish Dharwadkar is a financial advisor at MangoTree Capital, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with MangoTree Capital since 2012. MangoTree Capital provides discretionary portfolio management, ERISA plan advisory, and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm customizes investment advice using in-house Tactical and Ultra-Tactical model portfolios that combine active and passive strategies, including long and short positions, options, and occasional short-term trading.

Nagi Reddy Nallavelli is a financial advisor with Supreme Alliance LLC and Birmingham Capital LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at JPMorgan Chase Bank NA, J.P. Morgan Securities, CETERA Advisor Networks LLC, and Voya Financial Advisors. Nallavelli serves as Managing Director and Head of the Private Client Group at Birmingham Capital LLC. Supreme Alliance LLC provides investment advisory and consulting services to a diverse client base, including individuals, pension plans, corporations, charitable organizations, and public entities. The firm employs discretionary managed account programs and third-party investment advisors, offering services such as financial planning, actuarial and benefits consulting, and investment banking activities.

Cory Hamlin is a financial advisor at Kaizen Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked with related firms including Kaizen Financial, Inc., where he is also an insurance agent. Kaizen Wealth Management provides financial planning and consulting services primarily to individual and high-net-worth clients, acting as an introducer to third-party money managers rather than directly managing client assets. The firm delivers tailored financial plans and coordinates with other professionals to support clients’ broader financial needs.

Jeffrey Bruss is a financial advisor at Legacy Wealth Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Legacy Wealth Advisors since 2015. In addition to his advisory role, he is an attorney specializing in estate planning, estate administration, and real estate law at Stewart and Bruss, PC, and he is active as a real estate broker through Bruss Realty, LLC. He also serves on the board of directors for FreeStar Financial Credit Union. Legacy Wealth Advisors serves individual and high-net-worth clients with discretionary asset management, financial planning, and management of variable annuity and variable life products. The firm builds portfolios tailored to client goals, using various analytical methods and provides additional services including estate-document work and personal tax planning for clients with $500,000 or more invested.

Reno Frazzitta is a CFP® professional with 13 years of experience in financial advising, currently serving as the sole advisor at Smart Money Financial Advisors, LLC since 2015. He has over 30 years of experience as an independent insurance agent. Frazzitta is the managing member and founder of Retirement Learning Academy, which provides educational workshops on retirement planning, tax planning, Social Security, and Medicare. He also serves as Chapter President of the American Financial Education Alliance in the Oakland/Macomb area of Michigan, conducting financial literacy seminars. Smart Money Financial Advisors, LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients, utilizing a long-term investment approach based on Modern Portfolio Theory. The firm emphasizes documented client goals and risk tolerance, discretionary management, and ongoing portfolio monitoring.

Donald Carnaghi is a financial advisor with Premier Estate Planners, LLC in Clinton Township, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Premier Estate Planners since 2002 and previously at Secure Asset Management, LLC from 2022 to 2025. Carnaghi is also involved with Macomb Marketing LLC and is a licensed insurance agent. Premier Estate Planners advises individuals, trusts, estates, charitable organizations, and business entities, providing wealth management services including portfolio management, third-party adviser selection, and savings plan management. The firm manages both discretionary and non-discretionary accounts and emphasizes model portfolios, often using ETFs, while serving a large client base with a small advisory team.

Thomas Mazza is a financial advisor with Premier Estate Planners, LLC in Clinton Township, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Premier Estate Planners since 2002 and previously at Secure Asset Management, LLC. Mazza is also a licensed insurance agent and involved with Macomb Marketing LLC. Premier Estate Planners serves individuals, trusts, estates, charitable organizations, and business entities by providing wealth management services including portfolio management, third-party adviser selection, and modular financial planning. The firm manages both discretionary and non-discretionary accounts and employs model portfolios, often using ETFs, while overseeing more than $226 million in client assets.

Angela Zangarola is a financial advisor at Quantum Wealth Strategies, LLC with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Sigma Planning Corporation and Raymond James & Associates. Angela is also a licensed insurance agent appointed with various insurance companies. Quantum Wealth Strategies advises individual and high-net-worth clients through discretionary portfolio management and financial planning. The firm employs a range of investment analysis techniques and offers services including Certified Divorce Financial Analyst support, with client accounts custodied at Schwab Institutional.

Gregory Carrico is a financial advisor at Legacy Wealth Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Legacy Wealth Advisors since 2016. In addition to his advisory role, Carrico is president of Contour Insurance Solutions LLC, where he is involved in the sale of insurance products and services. Legacy Wealth Advisors serves individual and high-net-worth clients with discretionary asset management, financial planning, and management of variable annuity and life products. The firm tailors portfolios based on client goals, time horizons, and risk tolerances, and offers additional services such as estate-document work and personal tax planning for clients with $500,000 or more invested.

Stephen Richardson is a financial advisor with Quantum Wealth Strategies, LLC in Shelby Township, MI. He holds the Series 66 designation and has nine years of industry experience. His prior work includes roles at Raymond James Financial Services and Southworth & Wilson Inc. Quantum Wealth Strategies, LLC serves individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a range of analytical methods and offers services across various investment types while providing a monthly client newsletter.

Albert Lalonde is a Series 65-licensed financial advisor with Kaizen Wealth Management, LLC, where he has worked for 10 years. He has a total of 9 years of industry experience and previously worked with Kaizen Financial Group, LLC. Lalonde also manages an insurance services business as a managing member and insurance agent. Kaizen Wealth Management provides financial planning and consulting primarily to individual and high-net-worth clients, serving as an introducer and liaison to third-party money managers rather than directly managing client assets. The firm prepares tailored financial plans and coordinates with other professionals while relying on referrals and fee-sharing arrangements with external investment managers.

Ryan Knaack is a financial advisor at Wealthy Intentions with five years of industry experience. He holds a Series 65 designation and has previously worked at Rocket Companies, FCA USA, Conifer Insurance, Sun Communities, and BDO USA. In addition to his advisory role, he serves as a Senior External Reporting Analyst at Rocket Companies, focusing on SEC filings. Wealthy Intentions provides investment management, comprehensive financial and business planning, and tax preparation services primarily to individual clients. The firm uses a passive investment approach based on Modern Portfolio Theory, combining diversified portfolios of index mutual funds and ETFs with fundamental and cyclical analysis to tailor portfolios to clients’ risk and investment objectives.