Jonathan Imber is a financial advisor with Imber Financial Group, LLC in Ann Arbor, MI. He holds a Series 65 designation and has 11 years of industry experience, including roles at Capital Asset Advisory Services, LLC and his current firm. In addition to advisory services, he conducts insurance sales and advisory work through 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 manages portfolios using third-party platforms and employs fundamental analysis and modern portfolio theory, offering both discretionary account management and referrals to outside money managers.

Clint Kraft is a financial advisor at Kraft Capital with a Series 65 designation and two years of industry experience. Prior to joining Kraft Capital, he worked at Morgan Stanley and has experience in educational and community settings through roles at Michigan State University and Saline High School. Kraft Capital provides investment management, financial planning, retirement plan consulting, income tax preparation, and educational seminars to individuals, businesses, and charitable organizations. The firm uses a mix of passive and active investment vehicles tailored to client goals and typically manages accounts on a discretionary basis while also offering retirement plan advisory services for employers.

Ian Porzondek is a financial advisor at Affinity Wealth Management, LLC in Plymouth, MI, holding a Series 65 designation. He has experience at Saint Clair Systems and Suburban Ford of Sterling Heights prior to joining Affinity Wealth Management in 2025. Porzondek is also a licensed insurance agent engaged in insurance sales through The Affinity Group of Companies. Affinity Wealth Management provides portfolio management and creates Investment Policy Statements tailored to clients’ goals, time horizons, and risk tolerance. The firm serves individuals and high-net-worth clients, employing a long-term trading approach that integrates charting, fundamental and technical analysis, and modern portfolio theory across a broad investable universe.

Paige Millikin is a CFP® and holds a Series 65 license with three years of industry experience. She currently works at Sage Wealth Planning, where she has been employed since 2022. Her prior experience includes roles at Advanced Wealth Strategies and Custom Accounting, as well as multiple positions at Central Michigan University. Sage Wealth Planning provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a primarily passive investment approach with diversified portfolios and offers services under ERISA fiduciary standards.

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.

Thomas Duncan is a financial advisor at Vision Capital Partners in Ann Arbor, MI, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Triad Advisors, LLC from 2006 to 2024. In addition to his advisory role, Duncan serves as president of an S-Corp involved in managing his business practice. 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 approach with diversified, low-cost allocations tailored to client goals, and offers additional services such as family office support and business succession planning.

Charles Dabrowski is a financial advisor at Palatine Hill Wealth Management with 15 years of industry experience. He holds a Series 65 designation and has worked at several firms including Advisory Services Network, LLC and Telemus Capital LLC. Dabrowski is involved in several managing member roles for business entities related to cryptocurrency mining and blockchain investments. Palatine Hill Wealth Management serves individuals, retirement plans, trusts, foundations, charities, and corporate clients. The firm’s investment approach is centered on tailored client profiles and plans, offering diversified asset allocation with ongoing portfolio review and rebalancing, and it employs coordinated service with other client advisors and administrative platforms.

Michael Bytnar is a financial advisor at Affinity Wealth Management, LLC with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Affinity Wealth Management in 2025, he worked at TFG Financial Advisors, LLC and Berthel Fisher & Company Financial Services, Inc. He is also a co-founder of Affinity Asset Management and The Affinity Group of Companies, where he has held leadership roles since 2010. Affinity Wealth Management, LLC provides portfolio management services primarily to individuals and high-net-worth clients. The firm employs a long-term trading approach that integrates charting, fundamental and technical analysis, and modern portfolio theory, offering a broad investable universe that includes mutual funds, ETFs, fixed income, real estate funds, annuities, commodities, private placements, and venture capital.

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.

Adam Schnepf is a financial advisor at Imber Financial Group, LLC with Series 65 credentials and two years of industry experience. He previously held roles at Imber Wealth Advisors and the University of Michigan. 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, utilizing both fundamental analysis and modern portfolio theory within discretionary account management.

Jeremiah Whiddon is a CFP® and registered investment advisor with OnTrack Wealth Management, based in Canton, MI. He has six years of experience at OnTrack Wealth Management and previously worked for six years at Atlas Oil Company. OnTrack Wealth Management serves individuals, high-net-worth clients, and charitable organizations, providing financial planning, investment management, retirement plan consulting, and basic personal tax return preparation. The firm combines fundamental and technical analysis with Modern Portfolio Theory to construct portfolios, emphasizing comprehensive planning paired with ongoing portfolio management.

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/

David Armstrong is a CFP® professional with 16 years of experience at Pinnacle Investment Advisors, LLC, where he has worked since 1998. He is also a tax partner and full-time employee at Edwards, Ellis, Stanley, Armstrong, Bowren & Co, a CPA firm providing tax and audit services to individuals and businesses since 1992. Pinnacle Investment Advisors offers financial planning and investment management to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach combining passive index funds with selective active investments and maintains formal ties to the accounting profession through its advisors’ employment at a CPA firm.

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.

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.

Frederick Fragner is a financial advisor at Sage Hill Capital in Ann Arbor, MI, holding a Series 65 credential with 15 years of industry experience. He has been with Sage Hill Capital since 2011 and worked briefly at Telemus Investment Management, LLC in 2011. Sage Hill Capital advises individual and high-net-worth clients through discretionary portfolio management and financial planning services, offering customized portfolios based on client-specific factors. The firm manages approximately $214 million across around 79 client relationships and provides specialized services, including assistance with endorsement or marketing contract negotiations for professional athletes.

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.

Austin Kent is a financial advisor at Windrock Wealth Management in Ann Arbor, MI, holding a Series 65 designation with two years of industry experience. Prior to joining Windrock, he worked at MariPau Wealth Management and has experience with Inveniam.io and several other firms. Windrock Wealth Management serves high-net-worth individuals, family offices, and retirement-plan sponsors by providing discretionary portfolio management, family office solutions, and fiduciary retirement-plan consulting. The firm employs a macroeconomic, multi-year asset-allocation approach across traditional and alternative investments and offers clients access to private placement opportunities alongside standard advisory services.