John Oliver is a financial advisor with Agile Wealth Partners in Northville, MI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Executive Wealth Management and LPL Financial. Outside of his advisory work, he is an independent insurance agent selling fixed annuities and life insurance, and he owns a marketing and consulting services business. Agile Wealth Partners provides comprehensive financial planning and discretionary investment management to individuals, families, closely held businesses, and pension or profit-sharing plans. The firm employs a tactical asset allocation strategy using proprietary model portfolios and integrates financial planning with ongoing investment management and estate planning support.

Cheri Young is a financial advisor at Forever Young Integrated Wealth with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various firms including Purshe Kaplan Sterling Investments and Questar Asset Management. In addition to her advisory role, she owns a tax advisory business. Forever Young Integrated Wealth provides discretionary asset management and portfolio management services to individuals, high-net-worth clients, and business entities. The firm employs a blend of Modern Portfolio Theory and fundamental, quantitative, and risk analyses to tailor investment strategies, and offers both SEI-managed and custom portfolio solutions.

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 with Pinnacle Wealth Management, Inc. in Brighton, MI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has also operated his own CPA and tax preparation practice since 1985. Wojno’s outside activities include tax preparation and accounting services under his CPA license. Pinnacle Wealth Management, Inc. serves individual investors, pension and profit-sharing plans, 401(k) plans, charitable organizations, and corporate entities, managing approximately $118 million in discretionary assets. The firm offers customized portfolio management and tiered financial planning packages, along with educational retirement classes and various consulting services.

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.

Matthew Saltzgaber is a financial advisor at Vision Wealth Management, Inc., holding a Series 66 designation with 12 years of industry experience. His career includes roles at LPL Financial, FSC Securities Corp, and ZF TRW Automotive Holdings Corp. He is involved in investment advisory services through Vision Wealth Management, an independent registered investment advisor. Vision Wealth Management serves individuals, corporations, charities, and retirement plans by providing financial planning, portfolio management, and consulting services. The firm utilizes customized portfolios based on model allocations and integrates third-party manager access alongside LPL Financial’s solutions, managing approximately $81 million for over 400 clients.

Julie Hall Labrune is a CFP® with 23 years of industry experience, currently serving as an advisor at Vision Capital Partners since 2020. Her prior roles include work at Planning Alternatives LTD and Osaic FA, Inc., as well as involvement with Wines for Humanity. She is a board member and co-trustee of the Asbury Hill Estate Association and serves on the Board of Directors for the Financial Planning Association of Michigan. Vision Capital Partners provides investment management and financial planning 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 with diversified, low-cost allocations tailored to client goals and risk tolerance, and offers additional services including family office, business succession planning, and defined contribution plan consulting.

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.

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.

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.

John Pelon is a financial advisor at Patrick Financial Group LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at ATS Capital Advisors and Advance Capital Services. Pelon also serves as President and Chief Compliance Officer of ATS Capital Advisors. Patrick Financial Group, LLC provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, charitable organizations, foundations, trusts, and estates. The firm customizes portfolios based on client objectives and risk tolerances, primarily using no-load mutual funds and ETFs, with ongoing rebalancing and portfolio supervision.

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.

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.

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.

Mark Young is a financial advisor at Forever Young Integrated Wealth with 13 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including PURSHE KAPLAN STERLING INVESTMENTS, Pinnacle Wealth Management, and Questar Asset Management. Outside of advisory services, he operates a sole proprietorship involved in cryptocurrency mining. Forever Young Integrated Wealth provides discretionary asset management and portfolio management services to individuals, high-net-worth clients, and business entities. The firm employs an investment approach combining Modern Portfolio Theory with qualitative and quantitative analysis and offers SEI-managed account solutions alongside custom portfolios.