Philip Tribble is a CFP® professional with nine years of industry experience, currently operating Tribble Financial Planning in Ann Arbor, MI. He previously worked at Arbor Trust Wealth Advisors and AXA Network. Outside of financial advising, he serves as a paid high school football official in Michigan, a role he has held intermittently over the past nine years. Tribble Financial Planning is an independent, fee-only advisory firm focused on financial planning for individual clients through both ongoing and project-based engagements. The firm emphasizes comprehensive written plans covering retirement, tax, estate, and other areas, providing investment analysis and asset allocation recommendations without managing client assets or custody.

Robert Oliver is a CFP® and CFA® with 15 years of industry experience. He founded Oliver Financial Planning LLC in Ann Arbor, MI, and has been leading the firm since 2005. In addition to his advisory work, he serves as the administrative manager of a family investment-related business for his wife's parents. Oliver Financial Planning is an independent, fee-only registered investment adviser that provides ongoing financial planning and investment advice to individuals, including some high-net-worth clients, as well as two privately held Florida limited-liability companies. The firm emphasizes a buy-hold-and-rebalance approach using primarily low-cost mutual funds and ETFs, and operates under a fixed program and hourly fee model without discretionary management or custody of client assets.

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.

Samuel Fineberg is the sole advisor at Fineberg Wealth Management, LLC in Ann Arbor, MI, holding a Series 66 designation with 13 years of industry experience. He has managed his independent advisory firm since 2012. Outside of his advisory role, he has been involved in rental property management since 2008. Fineberg Wealth Management serves individual clients by providing discretionary investment supervisory and portfolio management services without account minimums. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to build diversified portfolios and employs various trading strategies, conducting regular account reviews.

Craig Mckee is the principal of XLM Capital Management, an independent advisory firm based in Dexter, MI. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Mckee has led XLM Capital Management since its founding in 2003. XLM Capital Management provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals, estates, and businesses. The firm focuses on direct equity and options strategies, constructing concentrated portfolios tailored to each client's objectives and risk tolerance without using pooled vehicles or mutual funds.

Robert Laura is an investment advisor with Wealth & Wellness Group, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been involved with Synergos Financial Group since 2009 and leads Wealth & Wellness Group since 2025. In addition to his advisory work, he is a member of Retirement Project LLC, an education-focused entity where he develops content and workshops. Wealth & Wellness Group offers portfolio management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, estates, and certain employee benefit plans. The firm employs a diversified investment approach based on modern portfolio theory and fundamental analysis and provides both discretionary and non-discretionary management alongside standalone financial planning and second-opinion services.

Surin Mong is a financial advisor at Milieu Personal Finance LLC with a Series 65 credential and one year of industry experience. He has prior experience at Choate, Hall & Stewart and several biotechnology firms, and is currently employed as an Associate Director of Licensing at the University of Michigan, where he focuses on developing and licensing academic innovations. Milieu Personal Finance LLC provides fee-only financial planning and discretionary investment management primarily for individual clients, including both non–high-net-worth and high-net-worth individuals. The firm combines modern portfolio theory with passive and active strategies, offers ESG options, and emphasizes serving non-HNW clients through comprehensive and project-based engagements.

Christopher Noble is a Series 65-licensed financial advisor based in Ann Arbor, MI, and the sole advisor at Greydog Financial. He has over seven years of experience in financial services, including prior roles at Cabinetworks Group and a 15-year tenure at Kellogg Company. His firm focuses on comprehensive and project-based financial planning and ongoing financial education rather than asset management. Greydog Financial serves individual clients, including high-net-worth individuals, by providing written financial plans and educational offerings without exercising investment discretion or managing assets. The firm emphasizes passive, asset-class–based investment recommendations and offers stand-alone educational services and flexible billing arrangements uncommon in the industry.

Edward Ledermann is a financial advisor at Whale Shark Financial LLC with nine years of industry experience. He holds a Series 65 credential and has previously worked at Revalue LLC and SW North America, Inc. Outside of Whale Shark Financial, Mr. Ledermann provides accounting services to nonprofits. Whale Shark Financial offers discretionary portfolio management and one-time financial planning to both high-net-worth and non-high-net-worth individual clients. The firm manages client assets directly, employs written Investment Policy Statements, and uses fundamental analysis and modern portfolio theory with a long-term trading orientation.

William Winn is a financial advisor with Fiducial Partners LLC in Brighton, MI, holding Series 65 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Wealth Financial Advisory Services, Retirement Wealth Advisors, and Newbridge Financial Group, where he remains involved. In addition to advisory work, he is an independent insurance agent and owns Newbridge Financial Group, which offers life insurance, Medicare supplement, and annuity sales. Fiducial Partners LLC provides discretionary investment management to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm constructs portfolios using equities, mutual funds, ETFs, and fixed income, managing accounts primarily on a discretionary basis with tailored strategies based on fundamental and technical analysis.

Brent Bell is a CFP® professional with eight years of experience in financial planning and investment advisory. He is the principal at Bell Financial Planning and has held roles at Tempus Wealth Planning, fpPathfinder, McCarthy Tax Preparation, Blend Financial, Planning Alternatives Ltd, and Leonetti & Associates. In addition to advisory work, he contributes to fpPathfinder by reviewing financial planning resources for accuracy. Bell Financial Planning provides investment management and retirement-plan advisory services to both institutional and individual clients, including employer-sponsored pension plans and high-net-worth individuals. The firm employs a Modern Portfolio Theory-based approach using third-party managers and offers flexible financial planning services with alternative billing structures.

Steven Pierce is the principal of Pierce Financial LLC in Ann Arbor, MI, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Chisholm & Darden Investment Advisors and LPL Financial LLC. Pierce serves as a volunteer board member of the Ann Arbor Symphony Orchestra. Pierce Financial LLC provides investment advisory services to individuals, charitable organizations, and business entities, including ongoing portfolio management and pension/401(k) consulting. The firm employs a combination of charting, cyclical and fundamental analysis, and uses both long- and short-term trading techniques, including options and margin, while offering pension consulting services alongside active trading strategies.

Belle Eve believes that every woman has the innate ability to achieve financial freedom and success, and the purpose is to be the trusted partner on this journey. My commitment to women-focused financial planning stems from recognizing the unique challenges and opportunities that women encounter in their lives. Through customized and holistic financial solutions, I aim to break down barriers and promote financial inclusivity for women of all financial backgrounds. With over five decades of life experience, I understand firsthand the unique financial considerations that come with being a woman over 50, from education planning to retirement planning to wealth management and beyond. My personal journey has taught me the importance of adaptability, resilience, and strategic financial planning, and I am passionate about sharing that knowledge with others. Moreover, my experience includes navigating a significant windfall which has provided me with invaluable insights into the complexities of sudden wealth management. a successful transition from retirement to a thriving second career, and a track record of three successful business ventures, my credentials as a Certified Financial Planner (CFP) and Certified Public Accountant (CPA) reflect my commitment to achieving excellence in the field of financial planning. Growing up with limited means, I am not just a financial advisor; I am a financial navigator who has walked the path you are on. I am uniquely positioned to provide you with expert guidance, tailored solutions, and a deep understanding of your financial goals. Together, we can create a roadmap to financial success, ensuring your financial future is as bright and secure as it deserves to be.

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.

David Palmer is a financial advisor with Wealth Management Partners of Michigan, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Wealth Management Partners of MI since 2003. Palmer serves as corporate secretary for Palmer Productions Group Inc., a business owned by his wife, in name only to meet state corporate requirements. Wealth Management Partners of MI is a fee-only advisory firm serving individual retail investors and sponsors of smaller retirement plans. The firm employs a client-driven process to develop investment profiles and policy statements, favoring long-term, passive portfolios constructed from ETFs, institutional no-load mutual funds, and managed futures, typically providing non-discretionary advice coordinated with third-party portfolio managers.

Jesse Geary is a financial advisor at Geddi Capital LLC with a Series 65 credential and four years of industry experience. He has worked in nonprofit roles focused on domestic violence intervention and grant writing since 2017. Geddi Capital provides portfolio management and financial planning primarily for individual clients, managing about $3.1 million across roughly 53 accounts. The firm uses a tactical, macro-driven investment approach that integrates predictive economic models, quantitative signals, and tax-aware strategies.

Charlie Cook is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He is the principal of Coriander Financial Group LLC, an independent firm he joined in 2024 after 11 years at Columbia Asset Management LLC. In addition to his advisory role, he owns and operates a tax preparation business serving select individual clients. Coriander Financial Group provides wealth management services to individuals, high-net-worth clients, and trusts, combining discretionary portfolio management with comprehensive financial planning and tax-strategy services. The firm employs a long-term, tax-aware investment approach that integrates passive index allocations with actively managed securities and emphasizes strategies such as tax-loss harvesting and Roth conversion timing.

Fadi Issa is a financial advisor at Boardwalk Wealth Management in Ann Arbor, MI, holding a Series 66 designation with seven years of industry experience. Prior to founding his firm, he worked at Bank of America and Merrill Lynch. He also serves as CFO of Transmed Mobility, a non-medical emergency transportation service for group homes. Boardwalk Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses with investment management, financial planning, and employee benefit plan services. The firm primarily employs passive investment strategies using low-cost index funds and ETFs, while also providing pension and employee benefit plan consulting.

Michael Demeyere is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Summit Wealth Strategies Group, LLC since 2009. Prior to founding the firm, he was associated with Cynosure Financial, Inc. for ten years. Summit Wealth Strategies Group is an independent, fee-only registered investment adviser providing investment management, financial planning, and consultation services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm also manages corporate and institutional retirement plans and offers non-investment business consulting, emphasizing long-term asset allocation and diversification through individualized portfolio management.