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 at Pinnacle Wealth Management, Inc. in Brighton, Michigan, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Pinnacle Wealth Management since 2013. Wojno also operates as a CPA providing accounting and tax preparation services through his separate CPA practice. Pinnacle Wealth Management advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, 401(k) plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and pension consulting services, utilizing a tiered planning process and tailored investment strategies.

Charlie Cook is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He is the principal of Coriander Financial Group LLC, an independent firm he joined in 2024 after 11 years at Columbia Asset Management LLC. In addition to his advisory role, he owns and operates a tax preparation business serving select individual clients. Coriander Financial Group provides wealth management services to individuals, high-net-worth clients, and trusts, combining discretionary portfolio management with comprehensive financial planning and tax-strategy services. The firm employs a long-term, tax-aware investment approach that integrates passive index allocations with actively managed securities and emphasizes strategies such as tax-loss harvesting and Roth conversion timing.

Julie Hall Labrune is a CFP®-certified financial advisor with 23 years of industry experience, currently serving at Vision Capital Partners since 2020. Her prior experience includes roles at Planning Alternatives LTD and involvement with Wines for Humanity. She is a board member of the Financial Planning Association of Michigan and participates as a 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, offering diversified, low-cost allocations tailored to client goals, risk tolerance, and tax considerations.

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.

Thomas Costigan is a CFP® professional with 11 years of industry experience. He has worked at ArborFi Advisors, LLC since 2019 and previously spent 13 years at Exchange Capital Management, Inc. in Ann Arbor, MI. ArborFi Advisors offers comprehensive portfolio management and integrated financial planning primarily for individual clients, including high-net-worth households, as well as a limited number of institutional and fiduciary accounts. The firm employs a goals-based, personalized process focused on long-term, asset-allocation-driven portfolios and incorporates behavioral economics in its investment approach.

Patricia Slocum is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at ArborFi Advisors, LLC since 2019. Prior to this, she worked at Exchange Capital Management, Inc. for five years. She holds Series 63 and Series 65 licenses. ArborFi Advisors provides comprehensive portfolio management and integrated financial planning primarily for individual clients, including high-net-worth households, as well as a limited number of institutional and fiduciary accounts. The firm employs a goals-based, personalized investment approach emphasizing long-term, asset-allocation-driven portfolios, behavioral economics, and ongoing portfolio monitoring.

Andrew Duncan is a financial advisor at Millennium Personal Finance, LLC in Ypsilanti, MI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Simplicity Investments, Fidelity Investments, and Thivent Financial. Outside of finance, Andrew serves as a swim coach at Lincoln High School in Ypsilanti. Millennium Personal Finance is a state-registered independent advisory firm offering holistic financial planning and portfolio management to individual and high-net-worth clients. The firm’s approach involves customized asset allocations aligned with clients’ risk profiles, diversified investments, and both discretionary and non-discretionary portfolio management.

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.

Jeffrey Ellis is a financial advisor with Pinnacle Investment Advisors, LLC, holding a Series 65 license and over 16 years of industry experience. He has been with Pinnacle since 1998 and concurrently serves as the director of the tax department at Edwards, Ellis, Stanley, Armstrong, Bowren & Co., a CPA firm where he has worked since 1992. Pinnacle Investment Advisors provides personalized financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs 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, integrating investment advice with tax and accounting expertise.

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.

David Roberts is a financial advisor at Sage Hill Capital in Ann Arbor, MI, holding Series 65 and Series 66 licenses with 18 years of industry experience. He has been with Sage Hill Capital since 2011. Sage Hill Capital serves individual and high-net-worth clients through discretionary portfolio management and related financial planning services, focusing on customized, non-model portfolios. The firm combines various research sources and client-specific factors to guide investment decisions and manages approximately $214 million across about 79 client relationships.

Bryan Mulvihill is a CFP® with 15 years of industry experience, currently serving as an advisor at Pinnacle Investment Advisors, LLC since 2010. He holds a Series 63 license and is based in Ann Arbor, MI. Pinnacle Investment Advisors provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach combining passive and selective active investments, with portfolios reviewed quarterly and tailored services including cash-flow analysis, retirement and education planning, and tax and estate planning.

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 with Forever Young Integrated Wealth, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Pinnacle Wealth Management, PURSHE KAPLAN STERLING INVESTMENTS, and Questar Asset Management. Outside of advisory work, he operates a cryptocurrency mining business and provides technology support through an affiliated tax advisory firm. Forever Young Integrated Wealth offers discretionary asset management and account services using model portfolios and managed-account platforms. The firm serves individuals, high-net-worth investors, and business entities, employing portfolio construction methods such as modern portfolio theory and quantitative analysis while utilizing third-party sub-advisors and institutional SEI model programs.

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 prior work experience at JP Morgan Chase and Xanterra Travel Collection. Outside of financial advising, he is involved in landscaping and cleaning services through Flaunt Salon. Strickler Investment Services provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs an active, asset-allocation-focused approach using diversified holdings and third-party model managers, and offers additional services including financial planning, estate planning coordination, and tax preparation through affiliated entities.

Jacob Kasperski is a financial advisor at A Smarter Way to Invest with three years of industry experience. He holds a Series 65 designation and also serves as Portfolio Manager at Entry Point Advisor Network, a service provider supporting insurance agents and investment advisors. His prior experience includes roles in education and small business ownership. A Smarter Way to Invest provides third-party investment advisory services to registered investment adviser firms, offering systematically managed strategies that combine fundamental and technical analysis. The firm focuses on institutional and RIA clients, delivering proprietary models and customized solutions rather than serving individual retail investors.

Robert Genereaux is a CFP® at Retirement Income Solutions, Inc. in Ann Arbor, MI, with two years of industry experience. His prior roles include positions at Bank of Ann Arbor, Central Michigan University, and Foresight Capital Management Advisors, Inc. Retirement Income Solutions, Inc. serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities by providing discretionary portfolio management, retirement and financial planning, and retirement plan consulting. The firm employs a committee-driven active management approach, including a defined Seasonal Strategy, and manages multi-billion dollars on a discretionary basis with a relatively small team of 12 advisors.

Jeffrey Imber is a financial advisor with Imber Financial Group, LLC, holding a Series 65 designation and 15 years of industry experience. He has been involved with multiple firms, including Capital Asset Advisory Services since 2011, Horizons Planning Corp since 2007, and Imber Tax Advisory Group since 2004. He also conducts insurance and advisory services under the dba 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 uses fundamental analysis and modern portfolio theory, managing accounts on a discretionary basis with regular monitoring and employing both long-term and short-term trading strategies.