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.

Nikhil Majithia is a CFP® and CFA® with eight years of industry experience, currently serving as the sole advisor at Vedanta Sentinel Investment Advisors in Ann Arbor, MI. His prior roles include positions at TTEC Financial, National Debt Relief, and Foreside Financial Group. Vedanta Sentinel Investment Advisors provides discretionary asset management for pooled and institutional accounts, as well as investment consulting and retirement-plan advice. The firm employs a combination of long-term strategic allocations with actively managed tactical and global-macro strategies, utilizing various analytical approaches and typically maintaining discretionary trading authority.

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.

Staying on top of your personal finances can be daunting. I get it. Like everyone else, you have a family, a career, and a half dozen hobbies to which you’d love to devote more time. That’s great! Those are all important things, and you shouldn’t feel guilty about devoting time to those areas of life. But let’s be honest, it’s easy for your finances to get pushed to the background. Who really wants to spend their very limited free time writing out a budget, much less a five-year plan or a list of life goals! Do you feel that even if you had a spare moment to contemplate your financial well-being, you wouldn’t even know where to begin? Perfect! That’s where I come in. I want to help you de-mystify your finances. I want to help you get organized. It IS possible to be at peace with your finances. You don’t have to feel like you’re continuously playing catch-up. Let’s roll up our sleeves together and get started! Why? Because you DO have goals and dreams– and those dreams deserve a fighting chance! Together we’ll use a systematic and comprehensive approach to develop a plan that is completely tailored to you, to your life, and your needs. At Bespoke Planning, my standard of success is simple: to provide a bespoke planning experience that is tailored to each individual client. I’m not a mass market kind of guy. If you’re looking for a mass market experience, or you’re simply looking for an “investment guy,” I’m not it. As a financial planner, I truly love helping clients work through their most difficult financial issues so that they can achieve their goals and live their best life. My wife may think I’m crazy because I spend my free time reading through tax guides and countless blog posts on personal finance– but hey, I love what I do. I feel truly blessed to have found a career about which I am so passionate. I get to see people realize their dreams, mostly by helping them with a lot of the nerdy, nitty-gritty stuff that normal people find to be, quite frankly, super boring. Although the process can be challenging at times, I believe that the results will be richly rewarding! I want to hear you describe your vision of a meaningful life.

Michael Rudy is a CFP® and Series 63-registered financial advisor with 15 years of experience. He has operated Wolakota Financial Advisors since 2006 in Ypsilanti, MI. In addition to financial planning and tax preparation, Rudy provides psychoanalytic psychotherapy focused on money-related issues, a practice he has maintained since 1976. Wolakota Financial Advisors serves individual clients with personal portfolio management and comprehensive financial planning, incorporating fundamental analysis and asset-allocation strategies that consider age, net worth, income, and tax factors. The firm operates as a fee-only, single-advisor practice and offers additional services including tax preparation and psychological counseling.

Richard Griffin Jr. is the principal of Rickstar Financial, LLC, an independent advisory firm based in Ypsilanti, Michigan. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Griffin also engages in insurance sales as a licensed agent. Rickstar Financial provides portfolio management services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a multi-method investment approach incorporating charting, cyclical, fundamental, quantitative, and technical analysis, and it manages accounts with Schwab Institutional while documenting client risk profiles in investment policy statements.

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.

Luke Zimmerman is a financial advisor at Millennium Personal Finance, LLC in Ypsilanti, MI, holding a Series 66 designation with six years of industry experience. His work history includes roles at Hantz Financial Services and Hantz Bank, as well as involvement with the University of Michigan. Millennium Personal Finance is a state-registered independent advisory firm that provides holistic financial planning and portfolio management services to individual and high-net-worth clients. The firm employs a customized investment approach with diversified asset allocations and offers additional services including tax preparation and estate-planning consultations.

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.

Asad Gourani is CERTIFIED FINANCIAL PLANNER™ professional, and the founder & CEO of AG Wealth Management, a fiduciary wealth management firm focused on working with young professionals and business owners, where he offers comprehensive financial planning along with investment management. Numerous publications have quoted Asad and in topics regarding the financial markets and personal finance. Those publications include US News, CNBC, Investment News, Yahoo! Finance, along with several TV appearances on stations such as Fox Detroit, and ABC WXYZ. Outside of AG Wealth Management, Asad is very active in the financial community and currently sits on the board of directors of the Financial Planning Association of Michigan and is the Co-Chairman of the NexGen committee where he is committed to advancing the profession among young professionals. Read Asad's Blog here: https://www.agwealthm.com/blog/

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.

Vincent Derks is a financial advisor at INTI LLC with two years of industry experience. He holds a Series 65 designation and has prior work history including roles at the Michigan Office of the Auditor General and Gentherm. Outside of advising, he is employed full time as an IT Auditor with Domino's. INTI LLC provides ongoing portfolio management primarily to individual and high-net-worth clients, offering personalized asset allocation, security selection, and regular portfolio monitoring. The firm employs a blend of fundamental analysis, modern portfolio theory, and technical analysis, with a focus on discretionary portfolio management and access to diverse investment opportunities including non-U.S. securities and alternative assets.

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.

Ethan Delaney is a financial advisor at Millennium Personal Finance, LLC with a Series 65 designation and one year of industry experience. Prior to joining Millennium Personal Finance in 2026, he worked at Hantz Financial Services and held roles outside the financial industry, including positions at Benito's Pizza and Pro Fireworks. He has also been involved in education with Eastern Michigan University and local public schools. Millennium Personal Finance is an independent advisory firm providing holistic financial planning and portfolio management for individual and high-net-worth clients. The firm offers personalized financial plans, discretionary and non-discretionary portfolio management, and tax services, emphasizing customized asset allocations aligned with clients’ risk profiles through diversified investments and ongoing account monitoring.

Roger Henriquez Casanova is a CFA® charterholder with over a decade of experience in the financial industry, currently serving at INTI LLC since 2022. His prior roles include positions at Credicorp Capital and Banco de Credito del Peru. INTI LLC provides portfolio management primarily to individual and high-net-worth clients, offering personalized asset allocation and security selection with discretionary authority. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, and serves a significant non-U.S. client base with access to a range of investment opportunities including venture capital and private placements.

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.