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.

Kyle Whipple is a financial advisor at Custom Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has previously worked at AE Wealth Management, Kalos Capital, and C. Curtis Financial Group. In addition to his advisory role, he is a partner and financial advisor at Custom Wealth Solutions, where he is involved in insurance sales and services. Custom Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, families, and trusts with discretionary investment management, financial planning, and limited consulting services. The firm utilizes an active, asset-allocation approach and has a specialization in bank-issued structured notes, supported by an affiliated insurance agency.

Scott Carty is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Custom Wealth Management in Plymouth, MI. His prior roles include positions at Oliver Lagore Vanvalin Investment Group, AE Wealth Management, and Sigma Planning Corporation. Outside of his advisory work, he volunteers as a soccer coach at Plymouth Christian Academy. Custom Wealth Management is an SEC-registered investment adviser that provides discretionary investment management, integrated financial planning, and consulting services to individuals, families, and trusts. The firm focuses on an active, asset-allocation approach and has specialization in bank-issued structured notes, supported by an affiliated insurance agency offering life, long-term care, and annuity products.

Laurie Stegenga is a CFP® and PFS™ with 16 years of industry experience. She has been with Foresight Capital Management Advisors, Inc. since 2008. Foresight Capital Management Advisors, Inc. provides investment management, consulting, financial planning, and retirement plan advisory services to institutional clients and high net worth individuals. The firm emphasizes retirement plan participant education and combines model portfolios with manager-of-managers analysis in its advisory approach.

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.

Robert Murphy is a financial advisor at Pinnacle Wealth Management Group, Inc. in Plymouth, MI. He holds a Series 65 designation and has six years of industry experience, all with Pinnacle. Pinnacle Wealth Management Group, Inc. serves individual and high-net-worth clients, offering discretionary investment management, comprehensive financial planning, and a family office program for clients meeting a $1 million threshold. The firm employs strategic and tactical asset allocation across a diverse investable universe and manages approximately $243 million for about 200 clients.

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.

Eddison Millington II is a financial advisor with Pinnacle Wealth Management Group, Inc. in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked with SEI Investments Management Corp and SEI Investments Distribution Co. Millington is also a licensed insurance agent engaged in insurance sales alongside his advisory role. Pinnacle Wealth Management Group, Inc. serves individual and high-net-worth clients, offering discretionary investment management, comprehensive financial planning, and a family office “Platinum Program” for clients with at least $1 million in assets. The firm employs a strategic and tactical asset allocation process, managing about $243 million through customized and model portfolios across a broad investable universe.

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.

Nicholas Hopwood is a CFP® professional with 26 years of industry experience. He is currently with Peak Wealth Management, LLC in Plymouth, MI, where he has worked since 2010. Prior to that, he was with Regulus Advisors and Mutual Securities, Inc. Outside of his advisory practice, he is a member and passive investor in Omnevo Fitness. Peak Wealth Management primarily serves individual and high-net-worth clients, offering financial planning, coaching, and discretionary portfolio management. The firm uses fundamental and technical analysis to guide investment decisions and manages assets through a wrap-fee program while also recommending institutional strategists via the Envestnet platform.

Patrick Carney is a CFP® professional at Foresight Capital Management Advisors, Inc. with six years at the firm and a total of five years in the financial industry. Prior to his current role, he was involved with Bandits Goalie School for four years. Foresight Capital Management Advisors serves defined contribution plans, endowments, institutional clients, high-net-worth individuals, and others, managing approximately $350 million in assets. The firm focuses on discretionary manager selection, investment consulting, and retirement plan management, with notable involvement in public school retirement plans and consortium work such as the Michigan Retirement Investment Consortium.

Kevin Kral is a CFP® and PFS™ credentialed advisor with 16 years of industry experience. He has been the principal of Kral Financial Advisors, LLC since 2006. In addition to his advisory work, he owns a separate tax preparation business that provides seasonal tax services. Kral Financial Advisors, LLC offers fee-only investment management, financial planning, and consultation services to individuals, high-net-worth clients, and trusts and estates. The firm’s investment approach focuses on asset allocation and fundamental analysis within a long-term, buy-and-hold strategy, primarily using no-load mutual funds and ETFs.

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.

Kendra Mc Kinney is a financial advisor with Pinnacle Wealth Management Group, Inc. in Plymouth, MI, holding a Series 65 designation and six years of industry experience. She has worked at Pinnacle Wealth Management Group since 2017 and previously held a position at Jaggaer from 2009 to 2017. Outside of advisory services, she is also a licensed insurance agent. Pinnacle Wealth Management Group serves individual and high-net-worth clients, providing discretionary investment management, comprehensive financial planning, and a family office “Platinum Program” for clients meeting a $1 million threshold. The firm employs strategic and tactical asset allocation across a broad investable universe, managing about $243 million for roughly 200 clients through customized and model portfolio strategies.

James Pilat is a financial advisor at Peak Wealth Management, LLC in Plymouth, MI, with 12 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Mutual Securities, Inc., Regulus Advisors, LPL Financial, and Axa Advisors. Pilat also engages in insurance sales as an independent agent. Peak Wealth Management primarily serves individual and high-net-worth clients, offering financial planning, a financial coaching program, and discretionary portfolio management. The firm uses a combination of fundamental and technical analysis to create tailored model portfolios and manages approximately $446 million in discretionary assets across three advisors.

Daniel Cesta is a financial advisor at Pinnacle Wealth Management Group, Inc. in Plymouth, MI, holding the CFP® designation with 30 years of industry experience. He has worked with Private Client Services and Pinnacle Wealth Management Group since 2016. Outside of advisory services, he serves as president of a local condo association. Pinnacle Wealth Management Group advises individual and high-net-worth clients, offering discretionary investment management, comprehensive financial planning, and a family office Platinum Program for clients with $1 million or more in assets. The firm employs strategic and tactical asset allocation across a diverse investable universe, managing approximately $243 million for around 200 clients.