Deborah Van Dam is a CFP® with two years of experience, currently serving as a financial advisor at Blue Chip Partners, LLC. Her prior work includes roles in hospitality and education, including positions at Cantoro Trattoria, LLC and University of Michigan-Dearborn. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes tailored relationships through in-depth discovery and customized asset allocation, offering services supported by affiliated tax and estate planning providers.

Audrey Feldpausch is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is currently with Stenger Family Office, LLC, where she has worked since 2023, following prior roles at Timothy Financial Counsel, Inc. and multiple other firms. Stenger Family Office serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, managing approximately $735 million. The firm utilizes varied investment strategies such as factor analysis and fundamental security analysis, and offers segmented services ranging from wealth management to a subscription content service and pension consulting.

Spencer Knickerbocker is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Stonebrook Private LLC and has previously been employed at Raymond James & Associates and Lord Abbett. Stonebrook Private LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach based on fundamental analysis and manages approximately $937 million in client assets.

Karen Chapell is a financial advisor with Retirement Income Solutions, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Retirement Income Solutions since 2012. Outside of her advisory role, she is a partner with 25% ownership in M4P Partners, LLC, a non-investment related real estate holdings company. Retirement Income Solutions serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a committee-driven, active management investment process and manages multi-billion dollar assets with a relatively small team of 12 advisors.

Evan Leroy is a financial advisor at Retirement Income Solutions, Inc. in Ann Arbor, MI, with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Retirement Income Solutions since 2018, following three years at Bank of Ann Arbor. Retirement Income Solutions is a fee-only advisory firm managing approximately $3 billion for over 1,200 clients. The firm serves individuals, trusts, retirement plans, nonprofits, and other entities, using an active management approach guided by a six-step investment process and a discretionary Seasonal Strategy.

Michael Kaplan is a financial advisor with Four Financial Management in Ann Arbor, MI, holding Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at LPL Financial and as principal of Provizr. Kaplan is also involved in a tax preparation and accounting service through Four Financial Tax Services. Four Financial Management provides portfolio management, financial planning, and consulting services to individual investors, non-profits, trusts, retirement plans, and businesses. The firm employs a customized investment approach focusing on asset allocation, income, capital preservation, and tactical growth, utilizing both proprietary tools and third-party models.

Nicklaus Areddy is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Diversified, LLC. He previously worked for Pollock Investment Advisors LLC for 13 years. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, portfolio management, retirement plan advisory, and access to third-party managers and platforms, tailoring strategies to clients’ objectives and risk tolerances.

Vincent Parrack is a financial advisor at Blue Chip Partners, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Hantz Financial Services, Inc. and Northwestern Mutual Investment Services, LLC. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm offers customized asset-allocation models and integrates tax and estate/legal services through affiliated providers.

Andrew Jabro is a financial advisor with Dahring | Cusmano and Associates, holding Series 63 and Series 65 credentials, and has seven years of industry experience. Prior to joining Dahring | Cusmano in 2024, he worked at Flexible Plan Investments Ltd and Citizens Bank among other positions. Dahring | Cusmano offers holistic financial planning and investment management services to individuals, including high-net-worth clients, as well as family offices, trusts, private foundations, and qualified retirement plans. The firm’s client-centered investment approach emphasizes asset allocation and low-cost investments, managing portfolios primarily for the long term while also providing fiduciary and operational services to retirement-plan clients.

Melissa Joy is a CFP® professional with 22 years of industry experience, currently serving at Pearl Planning since 2025. Her prior experience includes roles at Stephens Consulting, Raymond James Financial Services Advisors, and the Center for Financial Planning. Outside of her advisory work, she serves on the investment committee of the First Congregational Church in Ann Arbor. Pearl Planning advises individuals, qualified retirement plans, trusts, estates, and business owners, offering both discretionary and non-discretionary portfolio management along with integrated financial planning and consulting. The firm utilizes diverse investment strategies and third-party tools, including the Pontera platform for held-away accounts and AI-assisted client relationship tools.

Toni Wander is a CFP® with eight years of industry experience. She has worked at Pearl Planning since 2025 and has prior experience with Stephens Consulting, Legacy Wealth Planning, and Old National Bank. Pearl Planning serves individuals, qualified retirement plans, trusts, estates, and business owners, providing discretionary and non-discretionary portfolio management alongside integrated financial planning and consulting. The firm uses client-specific allocations across a range of investments and employs third-party platforms and AI-assisted tools to enhance portfolio and client relationship management.

Colleen Nemes is a financial advisor at The Nemes Rush Group, LLC with a Series 65 credential and three years of industry experience. Her work history includes roles at The Nemes Rush Group since 2022 and prior experience with The Auto Club Group. The Nemes Rush Group, LLC provides portfolio management, financial planning, retirement plan consulting, and business consulting services to individuals, corporations, charities, and pension plans. The firm uses a combination of fundamental and technical analysis, offers both discretionary and non-discretionary management, and conducts regular portfolio reviews and client meetings.

Tannar Martines is a financial advisor at The Nemes Rush Group, LLC with a Series 65 designation and three years of industry experience. Prior to joining The Nemes Rush Group, Martines worked at Mass Mutual Great Lakes and Rothenberger Company, Inc. The Nemes Rush Group, LLC provides portfolio management, financial planning, retirement plan consulting, and business consulting services to individuals, corporations, charities, and pension and profit-sharing plans. The firm utilizes a combination of fundamental and technical analysis with both long-term and short-term trading strategies, offering tailored written plans and regular portfolio reviews.

Daniel Boyle is a CFA® charterholder with 15 years of industry experience. He has been with Provident Investment Management, Inc. since 2004. Provident Investment Management provides discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and other entities. The firm applies a fundamental, bottom-up investment process focused on individual securities and manages approximately $1.23 billion for around 349 clients.

Kirk Dahring is a financial advisor at Dahring | Cusmano and Associates with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including NEXT Financial Group and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as President of The Tawny K. Dahring Foundation, a nonprofit focused on medical research and comfort care. Dahring | Cusmano and Associates provides holistic financial planning, investment management, and consulting services to individuals, family offices, trusts, private foundations, and retirement plans. The firm’s client-centered approach emphasizes risk profiling, asset allocation, and long-term portfolio management, and it offers institutional plan services including fiduciary management and plan education.

Milo Bonell is a CFP®-certified financial advisor with three years of industry experience, currently serving at Imber Financial Group, LLC in Ann Arbor, Michigan. Prior to joining Imber Financial Group, he worked for J.P. Morgan Securities and Jpmorgan Chase Bank. He has also been involved with Clean Power LLC and the Girl Scouts of Wisconsin Southeast. 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 in its investment approach and manages client accounts on a discretionary basis with regular monitoring and reviews.

Caleb Collier is a financial advisor at MariPau Wealth Management LLC with 10 years of industry experience. He holds a Series 65 designation and has held roles at Signal Advisors USA, Inc., AE Wealth Management, LLC, and Global Financial Private Capital, LLC. In addition to his advisory work, he serves as Vice President and insurance agent at Senior Benefits and Planning, LLC dba Collier Financial, where he is involved in business operations and insurance sales. MariPau Wealth Management provides tailored investment advisory and portfolio management services along with financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm utilizes third-party managers, model portfolios, and technology platforms to support its investment approach and coordinates advice through a network of advisory affiliates.

Bepin Serraj is a Series 65 licensed financial advisor at Richard W. Paul & Associates, LLC with eight years of industry experience. He has been with the firm since 2017 and previously worked at Albion College from 2014 to 2018. In addition to his advisory role, Serraj assists in servicing annuity client accounts as a Client Service Specialist and Insurance Agent. Richard W. Paul & Associates, LLC provides fee-based investment advisory and financial planning services to individuals, high net worth clients, and charitable organizations. The firm offers discretionary portfolio management and custom retirement income projections, blending actively and passively managed strategies with an emphasis on value, safety, quality, and risk control.

Andrew Nemes is a financial advisor with The Nemes Rush Group, LLC in Novi, MI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Silverwood Risk Management, LLC, J Alden Associates, Inc., UHY Advisors, and Deloitte Tax LLP. Nemes is also a registered representative for J Alden Associates and works as an insurance agent with Silverwood Risk Management. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and business consulting. The firm combines fundamental and technical analysis with both long- and short-term strategies, offering discretionary and non-discretionary mandates along with regular account reviews and written financial plans.

Tina Troup is a financial advisor at Blue Chip Partners, LLC in Farmington Hills, MI, with 10 years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research for 11 years. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm emphasizes tailored client relationships through customized asset-allocation models and offers integrated tax and estate planning services via affiliated entities.