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.

Peter Mitroff is a financial advisor with Stoney Creek Advisors LLC in Rochester Hills, MI, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Stoney Creek Advisors since 2016 and was previously with Executive Wealth Management, LLC and Invest Financial Corporation from 2011 to 2016. He is also an owner and partner of a life and health insurance agency through Stoney Creek Partners, LLC. Stoney Creek Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and business entities. The firm uses documented investment policy statements, model portfolios, and various analytical methods to manage accounts, and offers services including third-party money manager selection and retirement-plan advisory with held-away 401(k) account management.

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.

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.

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.

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.

Marc Bergeron is a CFP® and holds a Series 65 license with three years of experience in the financial industry. He has worked at Verde Capital Management since 2025 and previously at TFO Wealth Partners. Bergeron is licensed to offer life and disability insurance through a partnership with Policy Genius Pro. Verde Capital Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses. The firm provides investment management, ERISA fiduciary services, and financial planning, utilizing both fundamental and technical analysis along with diversified fund menus and synthetic strategies to manage portfolios.

Ryan Howarth is a financial advisor with UHY Wealth Management RIA LLC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at LPL Enterprise and Prudential Insurance Company of America. Outside of his advisory work, he is the founder and owner of Summit Financial Partners, an entity related to his prior LPL business. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients. The firm employs both fundamental and technical analysis to manage portfolios tailored to client objectives and is notable for its pension consulting focus and oversight procedures related to auditor independence.

Ivan Rose is a Financial Consultant currently serving at Fidelity Investments since 2025. He has previously held financial consulting and advisory roles at Charles Schwab, Edward Jones, and Merrill Lynch, spanning from 2017 to 2025. Ivan emphasizes a team culture in his approach to servicing clients, advocating for collaborative environments to leverage collective knowledge and Fidelity's resources effectively. His professional experience covers a broad range of financial advisory and consulting roles, demonstrating a consistent focus on client service within the financial sector. Outside of his professional life, Ivan engages in family activities and enjoys football, golf, hiking, military service, and running.

Kimberly Accurso is a financial advisor at Verde Capital Management, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo for eight years before joining Verde Capital Management. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses. The firm offers investment management, fiduciary services for qualified retirement plans, and financial planning, combining fundamental and technical analysis with diversified fund menus and the use of derivatives and synthetic strategies to manage portfolios.

Seyedeh Hajimirza is a financial advisor at Verde Capital Management, Inc. with a Series 65 credential and one year of industry experience. Her prior work history includes roles at Deloitte and Whole Foods. Verde Capital Management serves individuals, trusts and estates, retirement plans, and businesses, offering investment management, fiduciary services, and financial planning. The firm combines fundamental and technical analysis, employs diversified fund menus and synthetic strategies, and provides both discretionary and non-discretionary management along with educational seminars and financial coaching programs.

Benjamin Oliver is a CFP® with 10 years of industry experience, currently serving as an advisor at Acorn Wealth Advisors, LLC since 2025. He previously worked at AE Financial Services, LLC and Oliver Lagore Vanvalin Investment Group, Inc., as well as Sigma Financial Corporation. Outside of his financial advisory role, Oliver is involved in farming activities as a partner at St. Anastasia Farms. Acorn Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm customizes portfolios based on client objectives and employs a range of strategies, including mutual funds, ETFs, individual equities, fixed income, and options strategies, while also offering third-party program access and multiple account platforms to accommodate diverse client needs.

Trevor Cope is a financial advisor with UHY Wealth Management RIA LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior work includes roles at LPL Enterprise and Pruco Securities, LLC, as well as Prudential Insurance Company of America. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients. The firm employs both fundamental and technical analysis to manage portfolios and offers discretionary and non-discretionary portfolio management tailored to client objectives.

Christopher Russell is a financial advisor at Acorn Wealth Advisors, LLC with 23 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Acorn Wealth Advisors in 2014, he worked at Purshe Kaplan Sterling Investments from 2016 to 2018. Outside of his advisory role, Russell sells medical insurance products through Blue Cross of Michigan and Blue Care Network of Michigan. Acorn Wealth Advisors provides investment advisory and financial planning services to private clients and institutional entities, tailoring portfolios to client objectives using a range of investment strategies and third-party platforms. The firm offers both discretionary and non-discretionary asset management and employs multiple account platforms to address diverse client needs.

Riley Manwaring is a financial advisor at Verde Capital Management, Inc. in Clarkston, MI, holding a Series 65 credential with one year of industry experience. Prior to joining Verde Capital Management, Riley worked at Rocket Companies, Uber, Grubhub, DoorDash, and held various roles during his time as a student. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses with investment management and fiduciary services. The firm combines fundamental and technical analysis with diversified fund menus and employs derivatives and synthetic strategies to manage portfolio exposure and efficiency.

Lydia Teeple is a financial advisor with UHY Wealth Management RIA LLC in Auburn Hills, MI. She holds the Series 63 and Series 65 licenses and has eight years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, LPL Enterprise, and Osaic Wealth. Outside of her advisory work, she resells clothing through Depop and occasionally works in food delivery. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients. The firm uses both fundamental and technical analysis to manage portfolios aligned with client objectives and offers both discretionary and non-discretionary portfolio management.

Robert Kahn is a financial advisor with Stoney Creek Advisors LLC in Rochester Hills, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Stoney Creek Advisors since 2017 and previously worked at FSC Securities Corporation for seven years. In addition to his advisory role, Kahn is an accountant and occasionally offers related services to clients. Stoney Creek Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm uses a documented investment policy process, employs multiple analytical methods, and offers services such as third-party money manager selection and retirement-plan advisory, including management of held-away 401(k) accounts.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.