Mark Garbacik is a CFP® professional with 16 years of experience in financial advising. He has been with Old Oak Financial Planning, Inc. since 2005. The firm serves individual and high-net-worth clients with comprehensive financial planning, ongoing investment management, and focused modular planning engagements. Old Oak’s investment approach is holistic and asset-allocation driven, utilizing fundamental and technical analysis to manage portfolios primarily with mutual funds, ETFs, and individual stocks and bonds.

Paul Day is a financial advisor at Pinnacle Wealth Management, Inc. in Brighton, MI, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Thrivent Financial. Pinnacle Wealth Management serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate entities, managing approximately $118 million in discretionary assets. The firm offers tiered financial planning and portfolio management services, including both discretionary and non-discretionary options, and provides adult education retirement classes alongside other advisory consulting services.

Jeff Cheek is a financial advisor at Palatine Hill Wealth Management with 16 years of industry experience. He holds a Series 65 designation and has worked at firms including Advisory Services Network, Stratos Wealth Advisors, and Telemus Capital. Outside of his advisory role, he manages a cryptocurrency mining operation through Mining Tendies, LLC. Palatine Hill Wealth Management serves individuals, retirement plans, trusts, foundations, charities, and corporate clients, managing approximately $296 million across 279 clients. The firm employs a disciplined investment process guided by written client profiles and plans, coordinating with other professional advisors and utilizing sub-advisors and outsourced tools to support its multi-advisor team.

Our firm’s mission is to help physicians achieve financial peace of mind. We work with you to develop a personalized financial plan that covers your entire financial picture and incorporates your unique situation, as well as the unique aspects of financial life as a physician. We then help you manage your investments and implement your financial plan, serving as an ongoing accountability partner and guide to make adjustments over time as life changes. Our firm’s mission is to help physicians achieve financial peace of mind. We work with you to develop a personalized financial plan that covers your entire financial picture and incorporates your unique situation, as well as the unique aspects of financial life as a physician. We then help you manage your investments and implement your financial plan, serving as an ongoing accountability partner and guide to make adjustments over time as life changes. We give you the confidence that you are in control of your finances and are making the right decisions, while freeing up time and headspace to spend on the things you enjoy. We do our best work with people who recognize the value of financial planning (in addition to investments) and want an ongoing relationship with an advisor, rather than one-time or hourly work. New Attendings – Organize your financial life and develop a strong foundation. This includes putting together a student loan game plan, getting clear on goals, figuring out how to allocate your cash flow and the best way to save and invest to different accounts, optimizing employer benefits, and helping with a home purchase. Established Physicians – Manage the growing complexity of your financial life. This includes college planning, reviewing insurance coverage and estate plans, optimizing how you save and invest for different goals as your income rises, and detailed retirement planning to put you on track and make sure you remain there. Preparing for Retirement – Get ready for, and navigate, the retirement transition. This includes understanding whether you have enough money to retire, turning your investment portfolio into a “paycheck” in retirement, tax planning to minimize the amount that goes to the IRS, figuring out the best strategy for claiming Social Security, and navigating healthcare decisions from Medicare to long-term care insurance. Prior to co-founding MD Wealth Management, I worked as a financial advisor at Balasa Dinverno Foltz LLC and Huber Financial Advisors LLC, two independent firms in Chicago with over $5 billion of assets under management collectively. I am a CERTIFIED FINANCIAL PLANNER™ professional and I have a BS in finance from Miami (OH) University. I live in Saline, Michigan, with my wife, Jenny, and our son, Grant. I am an avid Michigan fan and enjoy reading, playing basketball and tennis, and being outdoors as much as possible.

Eve Gaiser is a financial advisor with Pinnacle Wealth Management, Inc. in Brighton, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Pinnacle Wealth Management and Berthel Fisher & Company Financial Services since 2013. In addition to her advisory work, she is also a licensed insurance agent, selling life and fixed insurance products. Pinnacle Wealth Management advises individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and pension consulting through a tiered planning process, with services ranging from investment audits to tax and estate planning, and provides client education and wrap fee programs.

Cheri Young is a financial advisor with Forever Young Integrated Wealth in Brighton, MI, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has worked at several firms, including Purshe Kaplan Sterling Investments and Questar Asset Management. Outside of her advisory role, she owns a tax advisory business. Forever Young Integrated Wealth provides discretionary asset management and portfolio management to individuals, high-net-worth clients, and business entities, utilizing a combination of Modern Portfolio Theory and qualitative, quantitative, and risk analysis to tailor strategies. The firm employs SEI-managed account solutions alongside custom portfolios and conducts quarterly reviews with a focus on rebalancing and tax-loss harvesting.

Christopher Burrell is a financial advisor at Estate Performance Advisors L.L.C. in Brighton, MI, holding a Series 65 credential with eight years of industry experience. He has worked at Estate Performance Advisors since 2019 and previously at Questar Asset Management from 2017 to 2019. Outside of advisory roles, he is involved as an insurance agent and vice president in insurance marketing, focusing on agent recruiting and training. Estate Performance Advisors L.L.C. provides discretionary investment management through SEI Investments’ programs, offering financial planning and consulting services primarily to individual investors. The firm uses SEI-developed model portfolios and mutual funds, overseeing account selection and management while partnering with other advisers through tri-party co-advisory arrangements.

Mark Wojno is a financial advisor with Pinnacle Wealth Management, Inc. in Brighton, MI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has also operated his own CPA and tax preparation practice since 1985. Wojno’s outside activities include tax preparation and accounting services under his CPA license. Pinnacle Wealth Management, Inc. serves individual investors, pension and profit-sharing plans, 401(k) plans, charitable organizations, and corporate entities, managing approximately $118 million in discretionary assets. The firm offers customized portfolio management and tiered financial planning packages, along with educational retirement classes and various consulting services.

Julie Hall Labrune is a CFP®-certified financial advisor with 23 years of industry experience, currently with Vision Capital Partners since 2020. Her prior roles include positions at Planning Alternatives LTD and Osaic FA, Inc. She serves on the board of the Financial Planning Association of Michigan and is involved in local community activities as a board member and co-trustee of the Asbury Hill Estate Association. Vision Capital Partners provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a modern portfolio theory-based, long-term investment approach, emphasizing diversified, low-cost allocations tailored to client objectives, and offers services including family office support and business succession planning.

Lucy Valandra is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Copper Beech Wealth Management. Her prior roles include positions at Stephens Consulting, LLC and Meridian Financial Partners LLC. Outside of finance, she has been involved with the Great Meadow Foundation and several equestrian and farm-related ventures. Copper Beech Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of investment methods and emphasizing diversification. The firm manages discretionary assets primarily through ETFs and mutual funds, and offers fiduciary retirement advice and standalone financial planning without account minimums.

Clint Kraft Sr. is a financial advisor at Kraft Capital in Ann Arbor, MI, holding a Series 65 designation with one year of industry experience. Prior to joining Kraft Capital, he spent 22 years teaching at Milan High School and retired in 2025. He also serves as a part-time instructor for the UA Instructor Training program at Washtenaw Community College, where he helps train trade professional teachers in lesson planning and assessment design. Kraft Capital provides fee-only investment management and financial planning services to individuals, businesses, and charitable organizations. The firm offers individualized financial plans and portfolio management using a combination of fundamental analysis and Modern Portfolio Theory, alongside educational seminars and additional services such as income tax preparation and employee benefit plan consulting.

Nicholas Bour is a financial advisor at Inspire Wealth Advisory LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Brookwood Investment Group and Redwood Private Wealth LLC. In addition to his advisory role, he is active as a licensed insurance producer through Executive Financial Group. Inspire Wealth Advisory LLC provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) services for individuals, trusts, business owners, and retirement plans. The firm utilizes the UX Wealth platform and third-party managers to implement customized investment strategies.

John Pelon is a financial advisor at Patrick Financial Group LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at ATS Capital Advisors and Advance Capital Services. Pelon also serves as President and Chief Compliance Officer of ATS Capital Advisors. Patrick Financial Group, LLC provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, charitable organizations, foundations, trusts, and estates. The firm customizes portfolios based on client objectives and risk tolerances, primarily using no-load mutual funds and ETFs, with ongoing rebalancing and portfolio supervision.

Eric Little is a Series 65 licensed advisor with eight years of industry experience. He has worked at Estate Performance Advisors L.L.C. since 2019 and previously spent two years at Questar Asset Management, Inc. In addition to his advisory role, he operates an affiliated insurance agency, Estate Preservation Agency Inc. Estate Performance Advisors L.L.C. provides discretionary investment management primarily through SEI Investments’ model portfolios and mutual fund solutions, serving clients with over $30 million in assets under management. The firm also offers financial planning and consulting services and collaborates with other advisers via SEI’s platform.

Our firm’s mission is to help physicians achieve financial peace of mind. We work with you to develop a personalized financial plan that covers your entire financial picture and reflects your unique situation, as well as the unique aspects of financial life as a physician. We then help you manage your investments and implement your financial plan, serving as an ongoing accountability partner and guide to make adjustments over time as life changes. We give you the confidence that you’re in control of your finances and are making the right decisions, while freeing up time and headspace to spend on the things you enjoy. We do our best work with people who recognize the value of financial planning (in addition to investments) and want an ongoing relationship with an advisor, rather than one-time or hourly work. Established Physicians – Organize and manage the growing complexity of your financial life. This includes getting clear on goals, maximizing employee benefits, college planning, reviewing insurance coverage and estate plans, optimizing how you save and invest for various goals as your income rises, and detailed retirement planning to put you on track and make sure you remain there. Preparing for Retirement – Navigate the retirement transition. This includes understanding whether you have enough money to retire, turning your investment portfolio into a “paycheck” in retirement, tax planning to minimize the amount that goes to the IRS, figuring out the best strategy for claiming Social Security, and making healthcare decisions from Medicare to long-term care insurance. In addition to working with clients, we host a personal finance podcast for physicians called The Physician’s Guide to Financial Wellness. Feel free to listen or subscribe here. Prior to co-founding MD Wealth Management, I was a partner at Driehaus Capital Management in Chicago. I’m a CERTIFIED FINANCIAL PLANNER™ professional and a CFA® charterholder. I have a BA in finance from the University of Notre Dame and an MBA in finance and economics from the University of Chicago Booth School of Business. Outside of work, I most enjoy spending time with my wife and our four children (three boys and a girl). When not with them, you can find me working out, reading, golfing, listening to podcasts, or watching sports (especially EPL soccer and Notre Dame football).

Mark Young is a financial advisor at Forever Young Integrated Wealth with 13 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including PURSHE KAPLAN STERLING INVESTMENTS, Pinnacle Wealth Management, and Questar Asset Management. Outside of advisory services, he operates a sole proprietorship involved in cryptocurrency mining. Forever Young Integrated Wealth provides discretionary asset management and portfolio management services to individuals, high-net-worth clients, and business entities. The firm employs an investment approach combining Modern Portfolio Theory with qualitative and quantitative analysis and offers SEI-managed account solutions alongside custom portfolios.

Alec Copeland is a financial advisor at Strickler Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at JP Morgan Chase and Xanterra Travel Collection. Outside of finance, he is involved with Flaunt Salon, a landscaping and cleaning services business. Strickler Investment Services provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, utilizing an active, asset-allocation driven approach with portfolios composed of equities, ETFs, and mutual funds. The firm also offers tax preparation services through an affiliated entity and employs risk-analysis tools to tailor portfolio construction to client objectives.

Jacob Kasperski is a financial advisor with SimplyRIA Advisor Network, holding a Series 65 credential and bringing four years of industry experience. He currently serves as Portfolio Manager at Entry Point Advisor Network, a service provider supporting insurance agents and investment advisors with products and tools. Prior to his advisory career, he worked in education and operated a lawn care business. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans with investment management, financial planning, and retirement plan fiduciary support. The firm combines strategic asset allocation with active and passive management through a corporate RIA structure that hosts multiple independent adviser practices.

Jennifer Jones is a Certified Financial Planner (CFP®) with 22 years of industry experience. She is currently with Accelerate Investment Advisors LLC and SJE Retirement LLC, having previously worked at firms including OneDigital Investment Advisors LLC, Sigma Planning Corporation, Flynn & Company, and Wells Fargo Clearing. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm employs a primarily long-term allocation approach, constructing customized portfolios and offering fiduciary investment services for plan sponsors.

Andrea Russo is a financial advisor at Darden Wealth Group in Ann Arbor, MI, holding Series 63 and Series 65 licenses with 20 years of industry experience. Prior to joining Darden Wealth Group in 2026, Russo worked at Altrius Capital Management over multiple periods totaling approximately 12 years, and briefly at Kroon & Mitchell in 2023. Darden Wealth Group serves private individuals, university faculty, business owners, foundations, educational institutions, and nonprofit organizations, offering comprehensive wealth management, financial planning, retirement and pension consulting, and business-owner advisory. The firm’s investment approach combines fundamental analysis with multi-year horizons and tactical allocations, utilizing individual securities alongside ETFs and mutual funds.