Andrew Settecerri is a CFP® and holds a Series 66 license with seven years of experience in financial advising. He is currently part of the team at Arbor Trust Wealth Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Fidelity Investments, Purshe Kaplan Sterling Investments, Integrated Capital Management, and involvement with the Top 50 Junior Golf Tour. Arbor Trust Wealth Advisors provides discretionary investment management, financial planning, retirement-plan advisory, and trust and estate settlement support. The firm serves individuals, high-net-worth clients, and various institutional account types, using customized, primarily long-term portfolios with a mix of individual equities, fixed income, mutual funds, ETFs, and occasional REITs and limited partnerships.

Aaron Tanner is a financial advisor at Retirement Income Solutions, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Retirement Income Solutions since 2005. Retirement Income Solutions, Inc. serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities, providing discretionary portfolio management, retirement and financial planning, and retirement plan consulting. The firm uses a committee-driven, active management approach with customized portfolios based on client objectives and risk profiles, managing multi-billion dollars on a discretionary basis with a small team of 12 advisors.

James Hayman is an advisor with Aptus Financial, LLC in Ann Arbor, MI, holding a Series 65 designation. He has been with Aptus Financial since 2025 and has 30 years of experience working at the University of Michigan. Aptus Financial provides comprehensive financial planning and advisory services to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm follows a passive, long-term asset allocation approach and serves clients who retain investment discretion, using fixed fees and subscription-based ongoing support instead of percentage-of-assets fees.

Robert Cesario is a Series 65-licensed financial advisor at Pearl Planning in Dexter, Michigan, with one year of industry experience. Prior to joining Pearl Planning, he was a full-time student for nine years. Pearl Planning serves individuals, including high-net-worth clients, qualified retirement plans, trusts, estates, and business owners. The firm offers discretionary and non-discretionary portfolio management, integrated financial planning, and consulting, utilizing a range of strategies and third-party tools to customize client portfolios.

Yongyi Fan is a financial advisor with Sun Global LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and having 15 years of industry experience. Prior to joining Sun Global in 2026, Fan worked at The Leaders Group Inc for five years and had roles at several other firms including Transamerica Financial Advisors and Cambridge Investment Research Advisors. Fan is also involved in insurance product distribution through separate business activities. Sun Global LLC provides discretionary portfolio management primarily to high-net-worth individual clients, employing a combination of fundamental, technical, cyclical, and quantitative analysis. The firm uses Investment Policy Statements and risk questionnaires to guide its investment approach and offers both long-term and short-term strategies, including options trading.

Mark Minder is a financial advisor at Darden Wealth Group in Ann Arbor, MI, with 16 years of industry experience. He has held roles at Minder Planning Group, Chisholm & Darden Investment Advisors, and Darden Wealth Group since 2009. Minder serves as Treasurer on the Finance Committee for the Kiwanis Club of Flint Michigan, a nonprofit organization focused on supporting children and communities. Darden Wealth Group serves private individuals, university faculty, business owners, foundations, and nonprofits, providing wealth management, financial planning, retirement plan consulting, and educational seminars. The firm employs a fundamental, bottom-up investment approach combined with tactical allocations and hedging, managing portfolios primarily with stocks, bonds, and ETFs on a discretionary basis.

James Pollock is a CFA® charterholder with over 21 years of experience in financial advisory roles. He currently serves at Diversified, LLC, having previously worked at Pollock Investment Advisors, LLC, McDonald Partners LLC, and Comerica Securities. Diversified, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, corporations, employee benefit plans, trusts, charitable organizations, and pooled investment vehicles. The firm utilizes a two-phase planning process and employs a diversified, long-term asset allocation strategy that may include advanced trading instruments and AI-supported research.

Amy Holzer is a Series 66 credentialed financial advisor with 18 years of industry experience. She has worked at Retirement Income Solutions, Inc. since 2021 and previously held roles at Parkland Securities, Spc, and Sigma Financial Corporation. Retirement Income Solutions, Inc. serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities with discretionary portfolio management, retirement and financial planning, and retirement plan consulting. The firm employs a committee-driven, active management approach and manages multi-billion dollars entirely on a discretionary basis with a relatively small team of 12 advisors.

Payton Mattis is a Series 65-licensed financial advisor with three years of industry experience, currently with MariPau Wealth Management LLC. He has also worked at Collier Financial, where he is a licensed insurance agent planning to begin selling policies related to senior benefits. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and business entities, including high-net-worth clients. The firm operates as a fiduciary, offering discretionary portfolio management and financial planning while utilizing a network of advisory affiliates and maintaining affiliations with an insurance agency.

Nathan Meyer is a CFP®-certified financial advisor with six years of industry experience. He is currently affiliated with SimplyRIA Advisor Network, a team firm comprising 26 advisors. His prior experience includes roles at Guardian Pointe Private Wealth Management and leadership in compliance and operations at Entry Point Advisor Network. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans, providing investment management, financial planning, and retirement plan fiduciary support. The firm employs a mix of active and passive management strategies and operates a corporate RIA structure hosting multiple independent advisory practices.

Megan Flynn is a CFA® charterholder with 14 years of industry experience. She has worked at Retirement Income Solutions, Inc. since 2019 and previously spent eight years at First Republic Securities Company. Flynn holds a Series 66 license and is based in Ann Arbor, MI. Retirement Income Solutions, Inc. serves individuals—including high-net-worth clients—trusts, pension and profit-sharing plans, corporations, and not-for-profit entities. The firm provides discretionary portfolio management and retirement planning through a committee-driven investment process focused on active management and customized portfolio strategies.

Chris Luong is a financial advisor at Columbia Asset Management, L.L.C. in Ann Arbor, MI, holding a Series 65 designation with three years of industry experience. Prior to his advisory career, he managed Fabulous Nails & Spa LLC for eight years. Columbia Asset Management provides wealth management and discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm customizes portfolios using a mix of equities, fixed-income securities, mutual funds, and ETFs, applying fundamental analysis alongside Modern Portfolio Theory with a generally long-term approach.

Sonia Patel is a CFA® charterholder with eight years of industry experience, currently serving at Arbor Trust Wealth Advisors, LLC since 2023. Prior to joining Arbor Trust, she worked for twelve years at Bank of Ann Arbor. She is a member of the Investment and Finance Committee at the Ann Arbor Area Community Foundation. Arbor Trust Wealth Advisors provides discretionary investment management, financial planning, retirement-plan advisory, and trust and estate settlement services. The firm serves individuals, high-net-worth clients, and institutional accounts, constructing customized long-term portfolios using fundamental analysis and a mix of equities, fixed income, mutual funds, ETFs, and occasionally REITs and limited partnerships.

John Lambert is a CFP® and ChFC® with 32 years of experience in the financial industry. He has worked at SimplyRIA Advisor Network since 2017 and previously held roles at LPL Financial and The Huntington Investment Company. Outside of finance, he has been a ski instructor and coach at Mt. Holly Ski School for over four decades, including coaching junior alpine ski racers and serving as an examiner for the Professional Ski Instructors of America. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, and fiduciary support. The firm combines long-term strategic asset allocation, active and passive management, and offers both discretionary and non-discretionary portfolio management through a corporate RIA structure that supports multiple independent advisor practices.

Michael Shearon is a financial advisor at Accelerate Retirement with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Flynn & Company Inc., Sigma Financial Corporation, and OneDigital Investment Advisors LLC among others. He serves as a board member for the Mount Elliot Cemetery Association. Accelerate Investment Advisors LLC provides discretionary investment management, financial planning, and retirement plan consulting services to individuals, trusts, corporations, and employer-sponsored plans. The firm employs a primarily long-term allocation approach, managing portfolios with mutual funds, ETFs, individual securities, and other instruments, while offering fiduciary and co-fiduciary services under ERISA.

Devon Mcardle is a financial advisor with McDonald Partners LLC in Ann Arbor, MI, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Thomas McDonald Partners, LLC since 2008. McDonald Partners LLC serves individual investors across wealth levels as well as institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer functions and manages affiliated private funds alongside third-party portfolio strategies.

Logan Doty is a financial advisor with Strickler Investment Services, LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Strickler, he gained experience in roles at Powerhouse Gym, BASF Corporation, and Clemson University. He is also licensed as a life and health insurance agent, dedicating part-time hours to that work. Strickler Investment Services provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations. The firm employs an active, asset-allocation driven approach, utilizing third-party model managers and risk analysis tools to align portfolios with client objectives.

Timothy Walworth is a financial advisor with Markowski Investments in Pinckney, MI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include six years at TDW Financial Strategies and experience at Caitlin John Private Wealth Management and United Advisors America. In addition to advising, he works as an independent insurance agent, spending five to ten hours weekly on this activity. Markowski Investments provides personal financial planning and discretionary portfolio management to a diverse client base, including individuals, families, trusts, and small businesses, managing approximately $474 million in assets. The firm’s investment approach integrates strategic asset allocation with tactical adjustments based on fundamental, technical, and cyclical analysis, typically favoring long-term holdings while employing option strategies to enhance or hedge portfolios.

Alexander Walther is a financial advisor at Strickler Investment Services, LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Strickler Investment Services provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, using an active, asset-allocation driven approach that incorporates equities, ETFs, and mutual funds. The firm offers ongoing portfolio supervision, access to tax preparation services through an affiliated entity, and advises on held-away accounts and insurance products.

Cyril White is a financial advisor at Four Financial Management with 21 years of industry experience. He holds a Series 66 designation and has prior experience with LPL Financial and other business ventures including ownership of Be Bold Excel Fitness. Additionally, he is a published book author. Four Financial Management serves individual investors, non-profits, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and estate settlement assistance. The firm emphasizes asset allocation and customized strategies, using both proprietary analysis tools and third-party model portfolios, and operates through affiliations with LPL Financial and related entities.