Anthony Guido Forlini

I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.

Sara Frazier is a CFP® and holds a Series 65 license, currently serving as an advisor at Arrowroot Family Office, LLC. She has six years of prior experience at another financial services firm. Arrowroot Family Office provides investment advisory and financial planning services to a diverse range of clients, including individuals, families, trusts, charitable organizations, and corporations. The firm emphasizes customized asset allocation using advanced analytics and offers both discretionary and non-discretionary asset management, incorporating ETFs, mutual funds, and individual securities as directed by clients.

Amanda Nowinski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has held roles at Christian Financial Credit Union and CUSO Financial Services, LP over the past decade. Outside of her advisory work, she serves as a notary and performs financial institution duties at Christian Financial Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

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.

David Rakecky is a CFP® with three years of industry experience, currently serving as the sole advisor at Tetra Wealth Management in Grosse Pointe Shores, MI. His background includes roles at Raymond James & Associates and Rocket Mortgage, as well as leadership in affiliated businesses such as Tetra Insurance Agency LLC, Tetra Tax LLC, and Tetra Home Loans. Tetra Wealth Management serves individuals, families, and employers seeking retirement-plan advice through discretionary portfolio management and integrated financial planning. The firm distinguishes itself by offering a suite of affiliated businesses—including mortgage origination, insurance, and tax preparation—with specific disclosures and safeguards for referral and joint engagements.

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.