Robert Henry is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Stifel Nicolaus & Co Inc, Wells Fargo Advisors LLC, and Citigroup Global Markets. Henry serves on the Mott and Voigtlander Advisory Council for a children's hospital in Ann Arbor, MI. Stifel serves a wide range of clients including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to inform asset allocation and financial planning.

Adam Du Bois is a financial advisor at Cetera with a Series 66 designation and one year of experience in the industry. Outside of advising, he is involved with MoldPro and Caballero Financial Advisory. Adam graduated Magna Cum Laude from Eastern Michigan University, where he studied Business Administration. Cetera Investment Advisers LLC serves a diverse client base, including individuals, corporations, retirement plans, and institutions, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement plan services, utilizing multiple investment platforms and third-party managers.

Kenneth Zehnder is a financial advisor with Able Wealth Management Solutions LLC in Ann Arbor, MI. He holds Series 63 and Series 66 designations and has 15 years of industry experience, including five years at Waddell & Reed, Inc. before joining his current firm in 2019. Able Wealth Management Solutions LLC provides investment advisory and financial planning services to individuals, including high net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm combines passive and active investment strategies with fundamental, technical, cyclical, and charting analysis, and offers a range of portfolio management and planning options, including a wrap fee program and employee benefit plan consulting.

At Iron Branch Wealth we believe that having wealth comes with both opportunity and responsibility. As families accumulate assets, their financial lives naturally become more complex and lines between investments, tax considerations, estate planning, business interests, and long-term goals become blurred. Our goal is to bring clarity and structure to that complexity. We help attorneys and business owners as well as their families coordinate the financial decisions that shape their wealth and legacy, by focusing on how each piece of their financial lives work together to form a long-term strategy spanning multiple generations. Rather than approaching wealth management as a collection of isolated services, we operate as a central advisor for the family. Think of us as the Family CFO, we help organize and guide the broader financial team. This means coordinating with accountants, estate attorneys, and other professionals while integrating investment management, tax awareness, and comprehensive planning into a single framework. Resulting in a more intentional approach to wealth guided by proactive decisions. Our philosophy is grounded in prudence and proactive advice to target an optimized long-term financial plan. By combining these principles, we help clients navigate important life and financial decisions with confidence. The ultimate goal is not simply managing assets, but helping families preserve, grow, and transition wealth so it can support both their current lives and the generations that follow.

Dennis Crawford is a financial advisor at Diversified Consumer Planning LLC in Manchester, MI, holding a Series 65 designation with 14 years of industry experience. He has been with Diversified Consumer Planning LLC since 1988. Diversified Consumer Planning LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations, including specialized service for active-duty and veteran submariners, finance professionals, and technology-oriented clients. The firm uses a data-centric investment process that combines AI and machine-learning models with fundamental, technical, and quantitative analysis to support active management and weekly portfolio reviews.

Pia Bennett is a financial advisor with Select Financial Services Group, Inc. in Ann Arbor, MI. She holds Series 63 and Series 65 designations and has 29 years of industry experience. She has worked at Select Financial Services Group since 2003 and at Commonwealth Equity Services, Inc. since 1999. Outside of her advisory role, she is co-owner of BluePath, LLC, a private entity unrelated to investment activities. Select Financial Services Group, Inc. is a single-advisor independent firm providing comprehensive financial planning to retail and high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on planning services and does not manage client accounts or hold custody of assets, instead using fundamental and technical analysis along with third-party research to support recommendations.

Scott Wiard is a financial advisor with Horizons Planning Corporation in Ann Arbor, MI, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Horizons Planning Corporation since 1988 and serves as its president and sole owner. Outside of his advisory role, he is involved in commercial property management through a partnership unrelated to investment activities. Horizons Planning Corporation advises individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $70 million in client assets and offers services including investment management through its Financial Coaching & Wealth Management program and a proprietary market-timing strategy called Strategic Journal Transfers, alongside financial planning, insurance, and tax consulting.

Michael Wiard is a Series 65-licensed advisor at Horizons Planning Corporation with 16 years of industry experience. He has been with Horizons Planning Corporation since 2006. In addition to his advisory role, he holds a Life, Accident & Health Insurance Agent License in Michigan and operates an insurance business from the firm. Horizons Planning Corporation serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, partnerships, and corporations. The firm employs asset allocation principles based on Modern Portfolio Theory and typically recommends pooled investment products, offering discretionary management and a menu-driven approach to portfolio management, planning, and education.

David Keosaian is a ChFC® credentialed financial advisor with 15 years of experience at Horizons Planning Corporation in Ann Arbor, MI. He has been with the firm since 1993, which operates as a team of four advisors. In addition to his advisory role, Keosaian provides tax preparation and small-business accounting services and offers counseling to military personnel and their families as an independent contractor. Horizons Planning Corporation advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, managing approximately $70 million in client assets. The firm employs a proprietary market-timing service alongside traditional asset-allocation strategies and provides a range of services including financial coaching, investment management, insurance recommendations, and tax or pension consulting.

Dillon Schroeder is a CFP® affiliated with Foresight Capital Management Advisors, Inc. He has three years of industry experience and has worked at Foresight since 2020. Prior to joining the firm, he held roles at Eastern Michigan University and Bedford Hills Golf Course. Foresight Capital Management Advisors, Inc. serves defined contribution plans, endowments, high-net-worth, and individual clients, managing approximately $350 million in assets with a three-advisor team. The firm provides investment management, consulting, and retirement plan services, specializing in institutional clients such as public school retirement plans and consortiums like the Michigan Retirement Investment Consortium.

Mark Adams is a financial advisor at Horizons Planning Corporation with a Series 65 license and four years of industry experience. Prior to joining Horizons Planning in 2022, he worked at Whirlpool Corporation for six years and has a background that includes time at the University of Michigan. He is also an independent life, health, and annuity insurance agent operating a sole proprietorship alongside his advisory work. Horizons Planning Corporation serves individual clients, including high-net-worth households, as well as pension plans, trusts, charitable organizations, and corporations. The firm employs asset allocation principles from Modern Portfolio Theory and generally recommends pooled investment products, offering discretionary management and a menu-driven approach to client services.

Laurie Stegenga is a CFP® and PFS™ with 16 years of industry experience. She has been with Foresight Capital Management Advisors, Inc. since 2008. Foresight Capital Management Advisors, Inc. provides investment management, consulting, financial planning, and retirement plan advisory services to institutional clients and high net worth individuals. The firm emphasizes retirement plan participant education and combines model portfolios with manager-of-managers analysis in its advisory approach.

Thomas Costigan is a CFP® professional with 11 years of industry experience. He has worked at ArborFi Advisors, LLC since 2019 and previously spent 13 years at Exchange Capital Management, Inc. in Ann Arbor, MI. ArborFi Advisors offers comprehensive portfolio management and integrated financial planning primarily for individual clients, including high-net-worth households, as well as a limited number of institutional and fiduciary accounts. The firm employs a goals-based, personalized process focused on long-term, asset-allocation-driven portfolios and incorporates behavioral economics in its investment approach.

Patricia Slocum is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at ArborFi Advisors, LLC since 2019. Prior to this, she worked at Exchange Capital Management, Inc. for five years. She holds Series 63 and Series 65 licenses. ArborFi Advisors provides comprehensive portfolio management and integrated financial planning primarily for individual clients, including high-net-worth households, as well as a limited number of institutional and fiduciary accounts. The firm employs a goals-based, personalized investment approach emphasizing long-term, asset-allocation-driven portfolios, behavioral economics, and ongoing portfolio monitoring.

Patrick Carney is a CFP® professional at Foresight Capital Management Advisors, Inc. with six years at the firm and a total of five years in the financial industry. Prior to his current role, he was involved with Bandits Goalie School for four years. Foresight Capital Management Advisors serves defined contribution plans, endowments, institutional clients, high-net-worth individuals, and others, managing approximately $350 million in assets. The firm focuses on discretionary manager selection, investment consulting, and retirement plan management, with notable involvement in public school retirement plans and consortium work such as the Michigan Retirement Investment Consortium.

Robert Genereaux is a CFP® at Retirement Income Solutions, Inc. in Ann Arbor, MI, with two years of industry experience. His prior roles include positions at Bank of Ann Arbor, Central Michigan University, and Foresight Capital Management Advisors, Inc. Retirement Income Solutions, Inc. serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities by providing discretionary portfolio management, retirement and financial planning, and retirement plan consulting. The firm employs a committee-driven active management approach, including a defined Seasonal Strategy, and manages multi-billion dollars on a discretionary basis with a relatively small team of 12 advisors.

Jeffrey Condon is a Series 66 licensed advisor with six years of industry experience, currently serving at Fairway Investment Group, LLC. His prior roles include positions at Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory work, he assists as a track timer for Adrian Public Schools during the track season. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, operating largely on a non-discretionary basis with tailored recommendations based on fundamental, technical, and cyclical analysis.

Jeffrey Imber is a financial advisor with Imber Financial Group, LLC, holding a Series 65 designation and 15 years of industry experience. He has been involved with multiple firms, including Capital Asset Advisory Services since 2011, Horizons Planning Corp since 2007, and Imber Tax Advisory Group since 2004. He also conducts insurance and advisory services under the dba Imber Wealth Advisors, Inc. Imber Financial Group, LLC provides investment advisory and financial planning services to individuals, high-net-worth households, charitable organizations, and participants in employer-sponsored retirement plans. The firm uses fundamental analysis and modern portfolio theory, managing accounts on a discretionary basis with regular monitoring and employing both long-term and short-term trading strategies.

John Goff is a CFP® certificant with 21 years of industry experience, currently serving as an advisor at Retirement Income Solutions, Inc. since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in two real estate holdings companies in Ann Arbor, MI. Retirement Income Solutions, Inc. serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities with discretionary portfolio management, retirement and financial planning, and retirement plan consulting. The firm employs a committee-driven, active management approach with customized portfolios and manages multi-billion dollar assets with a relatively small team of 12 advisors.

Mark Peyser is a financial advisor at Retirement Income Solutions, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Institutional Investments Inc. and McDonald Partners LLC. Retirement Income Solutions, Inc. serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities by providing discretionary portfolio management, retirement and financial planning, and retirement plan consulting. The firm employs a committee-driven, active management approach and manages multi-billion dollars on a discretionary basis with a relatively small team of 12 advisors.