Alexander Walther is a financial advisor with Strickler Investment Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities, and he is also involved in insurance sales through Strickler Financial Group. Strickler Investment Services provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm uses an active, asset-allocation-focused approach with diversified holdings and offers integrated services including estate planning and tax preparation through affiliated entities.

Audrey Feldpausch is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is currently with Stenger Family Office, LLC, where she has worked since 2023, following prior roles at Timothy Financial Counsel, Inc. and multiple other firms. Stenger Family Office serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, managing approximately $735 million. The firm utilizes varied investment strategies such as factor analysis and fundamental security analysis, and offers segmented services ranging from wealth management to a subscription content service and pension consulting.

Nicklaus Areddy is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Diversified, LLC. He previously worked for Pollock Investment Advisors LLC for 13 years. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, portfolio management, retirement plan advisory, and access to third-party managers and platforms, tailoring strategies to clients’ objectives and risk tolerances.

Melissa Joy is a CFP® professional with 22 years of industry experience, currently serving at Pearl Planning since 2025. Her prior experience includes roles at Stephens Consulting, Raymond James Financial Services Advisors, and the Center for Financial Planning. Outside of her advisory work, she serves on the investment committee of the First Congregational Church in Ann Arbor. Pearl Planning advises individuals, qualified retirement plans, trusts, estates, and business owners, offering both discretionary and non-discretionary portfolio management along with integrated financial planning and consulting. The firm utilizes diverse investment strategies and third-party tools, including the Pontera platform for held-away accounts and AI-assisted client relationship tools.

Toni Wander is a CFP® with eight years of industry experience. She has worked at Pearl Planning since 2025 and has prior experience with Stephens Consulting, Legacy Wealth Planning, and Old National Bank. Pearl Planning serves individuals, qualified retirement plans, trusts, estates, and business owners, providing discretionary and non-discretionary portfolio management alongside integrated financial planning and consulting. The firm uses client-specific allocations across a range of investments and employs third-party platforms and AI-assisted tools to enhance portfolio and client relationship management.

Russell Strickler is a CFP® with 20 years of experience in the financial services industry. He is the principal of Strickler Investment Services, LLC and has held various roles at related entities including Strickler Tax Advisory and Strickler Financial Group. Outside of investment advisory, he owns a tax preparation firm and serves as managing member of a personal real estate investment entity. 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 with diversified holdings and uses third-party model managers and platform services to implement portfolios.

Joseph Morphew is a Series 65-licensed financial advisor with one year of industry experience, currently with MDRN Capital. His prior experience includes positions at Raymond James Financial Services and ownership of Morphew Insurance Group. Outside of financial services, he is CEO of La Boutique, a women’s clothing consignment shop in Howell, Michigan. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning through a multi-advisor team. The firm employs a primarily long-term investment approach, utilizing unaffiliated independent managers and low-cost funds.

Alec Waldman is a financial advisor at Pearl Planning with a Series 65 designation and one year of industry experience. Prior to joining Pearl Planning, he spent four years at the University of Michigan - Ann Arbor and one year with the William & Marie Carls Family YMCA. Pearl Planning serves individuals, qualified retirement plans, trusts, estates, and business owners by providing discretionary and non-discretionary portfolio management alongside integrated financial planning and consulting. The firm utilizes a range of investment strategies and third-party tools, including the Pontera platform for managing held-away accounts and AI-assisted client relationship tools.

Matthew Lamarre is a financial advisor with Caitlin John, LLC, holding a Series 65 designation and 15 years of industry experience. He has worked with Caitlin John, LLC since 2011 and is also a managing partner at Jackson Kennedy and owner of M&L Retirement Solutions, both of which involve selling annuity and life insurance products. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and institutions by providing investment management, financial planning, consulting, and qualified retirement plan services. The firm offers personalized investment programs that combine active and passive management, third-party portfolio managers, and a variety of instruments, including ETFs, mutual funds, equities, fixed insurance products, alternatives, and options strategies.

Ronald Briggs III is a financial advisor with SimplyRIA Advisor Network based in Brighton, MI. He holds Series 63 and Series 65 credentials and has six years of industry experience. Prior to joining SimplyRIA, he worked with Jackson National Life and currently serves as Director of Business Development for Entry Point Advisor Network, a service provider for insurance agents and investment advisors. SimplyRIA Advisor Network offers advisory services to individuals, trusts and estates, and qualified retirement plans, combining discretionary and non-discretionary investment management with financial planning and consulting. The firm operates as an RIA-aggregator, with supervised Investment Adviser Representatives managing independent practices under its compliance framework, utilizing a mix of active and passive strategies, third-party sub-advisers, and alternative investments.

Genevieve Guys is a financial advisor at Pearl Planning with a Series 65 credential and one year of industry experience. Her prior roles include positions at Asset Allocation Strategies, GLP & Associates, Northern Trust, and Standish Management. She is also a conservation specialist involved in life insurance and fixed/index annuity sales. Pearl Planning advises individuals, qualified retirement plans, trusts, estates, and business owners, providing discretionary and non-discretionary portfolio management alongside integrated financial planning and consulting. The firm builds client-specific allocations across a broad range of asset classes and employs third-party tools for tax-efficient asset location and trading support.

Christopher Bakken is a financial advisor with Strickler Investment Services, LLC, holding a Series 65 designation and beginning his industry experience in 2026. Prior to joining Strickler, he worked at several firms including Mercer Advisors and CMT Digital. 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 it offers additional services such as financial planning, estate planning coordination, and tax preparation through affiliated entities.

Brian Weisman is a CFP® professional with 16 years of industry experience. He has been with Columbia Asset Management, L.L.C. since 1997. Columbia Asset Management provides discretionary wealth management and financial planning services to individuals, trusts, estates, corporations, and charitable organizations. The firm employs fundamental research combined with Modern Portfolio Theory to construct strategic asset allocations, generally maintaining a long-term investment horizon while allowing for rebalancing or shorter-term trades.

Benjamin Radley is a Series 65 licensed advisor with SimplyRIA Advisor Network in Brighton, MI, and has one year of experience in financial services. His background includes roles at SimplyRIA and work in education at Grand Valley State University and South Lyon Public Schools. Outside of finance, he has worked in golf course operations. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans through discretionary and non-discretionary investment management, financial planning, consulting, and retirement services. The firm operates as an RIA-aggregator with supervised independent practices and offers a mix of active and passive strategies, third-party sub-advisers, and access to alternative investments.

Jacob Fritts is a financial advisor with MariPau Wealth Management LLC in Brighton, MI, holding a Series 65 license and one year of industry experience. Before joining MariPau, he spent six years at Display Group and held roles at Detroit Wallpaper and as a Senior Account Executive. Outside of his advisory work, he consults for event production companies, providing sales, marketing, and leadership support. MariPau Wealth Management offers tailored investment advisory and financial planning services to individuals, corporations, and other entities, managing portfolios with a fiduciary approach that includes discretionary management and access to third-party independent managers.

Alexa Kane is a CFP® professional with 13 years of industry experience. She currently works at Pearl Planning, where she has been since 2025. Her prior experience includes roles at Stephens Consulting, Raymond James Financial Services, Mercer Global Advisors, and M.J. Smith & Associates. Pearl Planning serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business owners, providing portfolio management and integrated financial planning. The firm employs client-specific asset allocations across a range of investment types and utilizes platforms such as Pontera for managing held-away accounts and outsourced trading support.

Hylan Moises is a financial advisor with Darden Wealth Group in Ann Arbor, MI, holding a Series 66 designation and 21 years of industry experience. He previously worked at North Star Financial Consultants and Commonwealth Financial Network for 15 and 18 years, respectively. Outside of his advisory role, he is a member of Times 3 Ventures, LLC, a non-investment-related business. Darden Wealth Group serves private individuals, university faculty, business owners, foundations, and nonprofit organizations, focusing on wealth management, financial planning, and retirement plan consulting. The firm employs a fundamental, bottom-up investment approach supplemented by macroeconomic and technical analysis, managing portfolios through individual securities, bonds, and ETFs, often on a discretionary basis.

Robert Pollock Jr. is a financial advisor at Diversified, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously operated Pollock Investment Advisors, LLC from 2010 to 2026. Diversified, LLC provides investment advice and financial planning to a broad client base including individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm employs a two-phase planning process and utilizes third-party managers and platforms to tailor asset allocation and diversification strategies to client objectives and risk tolerances.

Christen Sando is a financial advisor at Columbia Asset Management, L.L.C. with seven years of industry experience and holds a Series 65 designation. She is part of a four-person advisory team based in Ann Arbor, MI. 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 orientation.

Andrea Darden is a financial advisor at Darden Wealth Group with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Darden Wealth Group since 2018, previously practicing at Chisholm & Darden from 2007 to 2018. Andrea serves on the board of the Michigan Research Institute, a nonprofit focused on developing technologies addressing national needs. Darden Wealth Group serves private individuals, university faculty, business owners, foundations, and other nonprofit organizations, primarily working with households that meet the firm’s investable-asset threshold. The firm employs a fundamental, bottom-up investment process combined with macroeconomic and technical analysis, offering discretionary portfolio management with a mix of individual securities, bonds, and ETFs.