Liam Casey is a Series 65 licensed advisor at Patrick Financial Group LLC with one year of industry experience. Prior to his advisory role, he worked at Casey Fence Co. and held various positions including roles at Hope College and Detroit Catholic Central. Patrick Financial Group, LLC is an independent registered investment adviser serving individuals, trusts, foundations, and charitable organizations. The firm provides discretionary portfolio management primarily using no-load mutual funds and ETFs, with a client base that includes a wide range of investment profiles from conservative income to aggressive growth.

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.

Kenneth Schroeder is a financial advisor with Estate Performance Advisors L.L.C. in Brighton, MI, holding a Series 65 credential and bringing eight years of industry experience. Prior to joining Estate Performance Advisors in 2019, he worked at Questar Asset Management, Inc. from 2017 to 2019. Outside of his advisory role, Schroeder serves as president of two insurance-related businesses, Estate Preservation Agency, Inc. and Golden Age Marketing, 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 offers financial planning and consulting services while overseeing client accounts within SEI’s platform.

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.

Andrew Perri is a financial advisor at Pinnacle Wealth Management, Inc. in Brighton, MI, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Pinnacle Wealth Management since 2007 and also owns and operates Pinnacle Tax Advisory, LLC, providing tax preparation, planning, and consultation services. 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 portfolio management, multi-tiered financial planning, pension consulting, and 401(k) services, employing both discretionary and non-discretionary strategies with customized and model portfolios.

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.

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.

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.

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/

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.

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.

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.

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.

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.

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.

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.