Gregory Neino is a CFP® professional with 19 years of industry experience, currently serving at RetireMitten Financial LLC. Prior to joining RetireMitten in 2024, he worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for 16 years. RetireMitten Financial LLC serves individual and high-net-worth clients, trusts, corporations, and multi-generational families, offering discretionary investment management and financial planning services. The firm emphasizes passive portfolio construction using stocks and ETFs, guided by client-specific investment policies and periodic reviews, and is noted for its planning related to Canadian-U.S. cross-border financial considerations.

Brian Mcisaac is a financial advisor with Financial Freedom House in Waterford, MI, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He previously worked for Munder Capital Management | Victory Capital for 20 years before joining Financial Freedom House, where he has been since 2020. Financial Freedom House serves individuals, high-net-worth clients, and qualified retirement plan sponsors with investment advisory, portfolio management, and financial planning services. The firm employs a fiduciary-based approach focused on Modern Portfolio Theory and strategic asset allocation using primarily ETFs, no-load index funds, and passively managed institutional funds.

Mathew Britt is a financial advisor at Kaydan Wealth Management, Inc. with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Raymond James Financial Services and Asset & Risk Management. From 2017 to 2019, he was involved with Hikestyle LLC. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm’s investment approach emphasizes fundamental analysis and individualized portfolio construction, offering both modeled and customized strategies implemented on a discretionary basis.

Hannah Bennett is a financial advisor with Verde Capital Management, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Verde Capital Management, she has held roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses, offering investment management, fiduciary services for qualified retirement plans, and financial planning. The firm’s investment approach blends fundamental and technical analysis with diversified fund menus, and it employs derivatives and synthetic strategies to manage exposure and portfolio efficiency.

Aaron Cary is a financial advisor with Financial Freedom House in Waterford, Michigan, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with the firm since 2012. In addition to his advisory role, Cary is also licensed as an insurance agent, soliciting life, disability, and fixed annuity products. Financial Freedom House provides discretionary portfolio management, financial planning, and fiduciary investment services to individuals, businesses, and qualified retirement plans. The firm uses a consultative, cash-flow based planning process and emphasizes strategic asset allocation implemented primarily with ETFs and passively managed funds.

Todd Tarantino is a CFP® professional with 20 years of industry experience. He has worked with Acorn Wealth Advisors, LLC since 2014 and previously spent eight years at Ameriprise. In addition to his advisory role, he holds insurance licenses for life, disability, annuities, and long-term care through Ash Brokerage. Acorn Wealth Advisors serves individuals as well as institutional and tax-exempt clients, offering investment advisory and financial planning services. The firm combines in-house portfolio construction and quantitative analysis with third-party platforms and managers, tailoring investment recommendations to client goals and risk tolerance.

Morgan Cinader is a financial advisor with Verde Capital Management, Inc., holding a Series 65 designation and one year of industry experience. Prior to joining Verde Capital Management, Morgan worked at Michigan State University College of Human Medicine and Hope College. Outside of finance, Morgan teaches barre fitness classes at Pure Barre Clarkston. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses, offering investment management, fiduciary services for qualified retirement plans, and financial planning. The firm’s investment approach integrates fundamental and technical analysis with diversified asset allocation and uses both discretionary and non-discretionary management strategies.

Carl Szasz is a financial advisor at Verde Capital Management, Inc. with 17 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Verde Capital Management since 2008. Outside of his advisory role, Mr. Szasz owns and manages Verde Real Estate and is a partner in Narrin Farms, LLC, a lakefront horse farm. He also serves as President of the Starbluff Homeowner's Association and manages Millpond Bed and Breakfast, an Airbnb rental property. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses by providing investment management, fiduciary services, and financial planning. The firm employs a blend of fundamental and technical analysis, offers diversified fund menus, and uses synthetic instruments as part of its investment approach.

Eric Tomaszewski is a Series 66-licensed financial advisor with 14 years of industry experience, currently serving at Verde Capital Management, Inc. since 2013. He contributes to the Index Cooperative, a decentralized community focused on developing and promoting crypto structured tokens, assisting their institutional business team and broader community. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses, offering investment management, fiduciary services for qualified retirement plans, and financial planning. The firm employs a combination of fundamental and technical analysis with diversified fund menus and may use derivatives and synthetic strategies to manage portfolio exposure and efficiency.

Jennifer Slater is a CFP® professional with 15 years of experience in financial advising. She has worked at Kaydan Wealth Management, Inc. since 2018 and previously held roles at Raymond James Financial Services Advisors and Shard Financial. She is also a licensed insurance agent. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm uses fundamental analysis and individualized portfolio construction with both modeled and customized strategies implemented on a discretionary basis.

RetireMitten Financial specializes in helping family’s transition into retirement. We are also experts in cross-border financial planning, specifically helping families that have worked in both the U.S. and Canada. In order to help families realize their dream of a successful retirement, we go through a three-step process. Step 1: The Retirement Roadmap Initially, we go through a comprehensive retirement plan and goal setting process. What do you want your ideal retirement to look like? How do you envision spending your newfound free time? Great, let's put together a plan so that you can stop worrying, and start enjoying retirement. Step 2: The Retirement Paycheck Once goals are established, we now need to build an investment portfolio to help meet those goals. We believe in a cash-flow matching investment strategy. Cash-flow matching involves creating a monthly “retirement paycheck”, to help meet your goals. This allows you to feel comfortable generating a steady stream of income, regardless of the ups and down of the stock market. Step 3: On-going Planning and Support The initial plan and investment strategy are only the beginning. Things change a lot in retirement. The stock market, your goals, and your life are ever changing. So should your retirement plan. Our systematic approach to meetings allows us to consistently change your plan as soon as your goals change. That European river cruise you woke up last night dreaming about, let’s figure out how to make it a reality. Looking for a Stress-Free and Fulfilling Retirement? If you are looking for an experienced financial planner to help guide you through retirement, let’s talk.

Keenan Casey is a CFP® with nine years of industry experience, currently serving as an investment advisor representative at Boldin Advisors and Core Planning, LLC. He has worked at firms including Facet Wealth and USAA in various financial planning roles. Mr. Casey divides his time evenly between both firms. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on retirement guidance and investment consultations. The firm employs Modern Portfolio Theory to build diversified portfolios using low-cost index funds and ETFs, operating as a fee-only adviser without discretionary authority over client accounts.

Theodore Lakkides is a CFP® with 44 years of experience in financial planning. He has been with Financial Freedom House since 1982, including its predecessor entities, and previously worked at Triad Advisors, Inc. He serves as president, board member, and instructor for the Cygnet Institute of Personal Financial Literacy, a nonprofit organization providing financial education workshops and seminars. Financial Freedom House offers investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, and qualified retirement plan sponsors. The firm employs a fiduciary approach with strategic asset allocation based on Modern Portfolio Theory, using primarily ETFs and no-load index funds.

Michael Brasza is a CFP® with 17 years of industry experience. He is currently with RetireMitten Financial LLC, where he has worked since 2022 following 14 years at Mainstay Capital Management. RetireMitten Financial LLC serves individuals, high-net-worth clients, trusts, corporations, and multi-generational families, offering discretionary investment management and written financial planning services. The firm’s investment approach emphasizes passive portfolio construction with stocks and ETFs, guided by client-specific Investment Policy Statements and periodic reviews.

Chase Poulson is a financial advisor at Kaydan Wealth Management, Inc. with a Series 65 credential and two years of industry experience. Prior to joining Kaydan Wealth Management in 2024, he worked at Northwestern Mutual and has experience in education from Northwood University and Fenton High School. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm’s investment approach emphasizes fundamental analysis and individualized portfolio construction, offering both modeled and customized strategies implemented on a discretionary basis.

Matthew Hart is a financial advisor at Verde Capital Management, Inc. in Clarkston, MI, holding a Series 66 designation with five years of industry experience. His prior roles include positions at CG Advisory Services, Evangelista & Associates, and Geneos Wealth Management. Verde Capital Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses, offering investment management, fiduciary services for retirement plans, and financial planning. The firm employs a combined fundamental and technical analysis approach with diversified fund menus and may use derivatives and synthetic strategies to manage portfolio exposure and efficiency.

Noah Morgan is a CFP® professional with 19 years of industry experience, currently serving at Acorn Wealth Advisors, LLC. His background includes roles at Purshe Kaplan Sterling Investments, Ameriprise, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of advisory work, he owns Ark Tax Service, a tax preparation and bookkeeping business where he is also an enrolled agent. Acorn Wealth Advisors provides investment advisory and financial planning services to individuals and various institutional and tax-exempt clients. The firm uses a combination of in-house portfolio construction and third-party platforms, offering discretionary and non-discretionary asset management tailored to client goals and risk profiles.

Jared Ryan is a CFP® professional with one year of experience at Kaydan Wealth Management, Inc. Prior to joining Kaydan, he worked at Michigan State University and Fenton High School. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm’s investment approach emphasizes fundamental analysis and individualized portfolio construction, offering both modeled and customized strategies implemented on a discretionary basis.

Cynthia Lundberg is a financial advisor at Verde Capital Management, Inc. with 20 years of industry experience. She holds a Series 66 designation and has been with Verde Capital since 2018, following two years at Merrill. Outside of her advisory role, she is involved with Millpond Bed and Breakfast, LLC, contributing to house maintenance and social media marketing, and serves as a representative for Sedera, assisting clients with medical cost sharing membership. Verde Capital Management serves individuals, trusts, estates, and various retirement and business plans, offering investment management, fiduciary services, and financial planning. The firm employs a combined fundamental and technical analysis approach, utilizing diversified assets and synthetic strategies, and provides both discretionary and non-discretionary management along with educational seminars, tax-preparation, and financial coaching programs.

Darwin Moore is a financial advisor at Financial Freedom House in Waterford, MI, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Financial Freedom House since 2016. Outside of his advisory role, he owns and operates 4U, LLC, a transportation and handyman services business. Financial Freedom House provides investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, and qualified retirement plan sponsors. The firm uses Modern Portfolio Theory and strategic asset allocation with primarily passive investment vehicles, delivering advice on a fiduciary basis supported by ongoing financial plan modeling.