James T Katikos

Natalie Miller is the principal advisor at Grit and Lavender Financial Planning in Brighton, MI, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch, PNC Investments, and Mass Mutual. Outside of advisory work, Miller provides educational and coaching services through her consulting business and serves as a small business coach and securities licensing instructor. Grit and Lavender Financial Planning serves individual clients with investment management, comprehensive financial planning, and financial coaching. The firm primarily uses a passive investment approach and offers subscription-style services and educational programming to support client implementation and ongoing engagement.

Robert Laura is a financial advisor with Wealth & Wellness Group, LLC in Brighton, MI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been involved with Synergos Financial Group, L.L.C. dba Osborn Wealth Management since 2009 and is also active in educational content development and workshops through Retirement Project LLC. Wealth & Wellness Group provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a tailored portfolio management approach that emphasizes diversification, asset allocation, Modern Portfolio Theory, and fundamental analysis, managing both discretionary and directed client relationships.

William Winn is a financial advisor with Fiducial Partners LLC in Brighton, MI, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Retirement Wealth Advisors and has owned Newbridge Financial Group since 2013. In addition to advising, he operates as an independent insurance agent, offering fixed insurance and related products. Fiducial Partners LLC provides discretionary investment management to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm’s investment approach combines fundamental and technical analysis, active allocation, and position-level risk management, managing accounts primarily on a discretionary basis with regular reviews.

Brent Bell is a CFP® professional with nine years of experience in financial planning and investment advisory. He is the principal advisor at Bell Financial Planning, an independent firm he has led since 2020. His prior roles include positions at Tempus Wealth Planning, fpPathfinder, and McCarthy Tax Preparation. In addition to advising clients, he spends time reviewing financial planning resources for accuracy through his work with fpPathfinder. Bell Financial Planning serves both individual and institutional clients, providing investment management and retirement-plan advisory services. The firm utilizes third-party managers and passive, Modern Portfolio Theory–based allocations, and it offers flexible financial planning options including project, hourly, and subscription-based services.

Scott Chisholm is a financial advisor at C&D Wealth Advisors with 15 years of industry experience. He holds a Series 65 designation and has been associated with Chisholm & Dames, Inc. since 1995. C&D Wealth Advisors, Inc. provides personalized, fee-only investment management and financial planning services to individuals, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm employs a low-turnover, core equities investment approach supported by a proprietary economic model for tactical asset allocation and manages client assets on a discretionary basis.

Julie Quick, CFP®, BFA™, CDFA® is founder of Cultivate Financial Wellness, a virtual practice where she caters her services to helping women all over the US navigate the financial challenges experienced before, during and after divorce. Working with a wide variety of clients throughout her 25+ year career has taught her that financial planning is about much more than numbers—it’s about paying attention to the values, emotions and life experiences of each individual person. Women, in particular, face unique financial challenges. These may include the long-term effects of the gender wage gap, time out of the workforce to care for family members, and longer life expectancies - all of which can be compounded by a divorce. Julie harnesses her personal and professional experience to help women move from feelings of uncertainty and insecurity to financial empowerment. Julie lives in Howell, Michigan, with her firefighter husband, Jeff, and their dog, Luger. When she isn’t working she enjoys all things fitness, traveling and working on home-improvement projects.