Michael Stoner is a CFP® professional with eight years of experience at True North Financial Advisors, LLC and over 20 years running Stoner Professional Services, a consulting business serving a small family office with advice on accounting, business, legal, insurance, and tax matters. He is president of Stoner Professional Services, which provides noncustodial investment advice and oversight for private business holdings. True North Financial Advisors provides discretionary portfolio management and financial planning for individual and high-net-worth clients, managing assets internally through custom model portfolios and applying fundamental analysis and modern portfolio theory. The firm maintains a small client base and conducts regular account reviews with a two-advisor team overseeing approximately $50 million in client assets.

Conner Mc Clure is a financial advisor at True North Financial Advisors, LLC with four years of industry experience. His prior work includes roles at MML Investors Services, Mass Mutual Life Insurance Company, Skylight Financial Group, Expansion Group, Roost Enterprises, Prime Social Group, and Traxler Printing. True North Financial Advisors provides discretionary portfolio management and financial planning for individual and high-net-worth clients, managing client assets internally with a focus on customized model portfolios, tax management, and regular account reviews.