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.

John Goff is a CFP® certificant with 21 years of industry experience, currently serving as an advisor at Retirement Income Solutions, Inc. since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in two real estate holdings companies in Ann Arbor, MI. 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 with customized portfolios and manages multi-billion dollar assets with a relatively small team of 12 advisors.

Andrea Russo is a financial advisor at Darden Wealth Group in Ann Arbor, MI, holding Series 63 and Series 65 licenses with 20 years of industry experience. Prior to joining Darden Wealth Group in 2026, Russo worked at Altrius Capital Management over multiple periods totaling approximately 12 years, and briefly at Kroon & Mitchell in 2023. Darden Wealth Group serves private individuals, university faculty, business owners, foundations, educational institutions, and nonprofit organizations, offering comprehensive wealth management, financial planning, retirement and pension consulting, and business-owner advisory. The firm’s investment approach combines fundamental analysis with multi-year horizons and tactical allocations, utilizing individual securities alongside ETFs and mutual funds.

Amanda Lehnert is a CFP® and Series 65 credentialed advisor with seven years of industry experience. She has been with Sigma Investment Counselors since 2015, working within a team of 11 advisors based in Northville, MI. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management services to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm uses a client-specific financial model and investment policy statement to implement diversified portfolios combining ETFs, individual equities, and fixed-income holdings, relying on both quantitative tools and qualitative research.

Steve Alexandrowski is a CFP® professional with 15 years of industry experience, currently serving at GEM Asset Management, LLC since 2001. He is based in Plymouth, MI, and is part of a four-advisor team. GEM Asset Management serves individual and high-net-worth clients, qualified retirement plans, charitable institutions, and foundations by providing discretionary investment management and standalone financial planning. The firm employs globally diversified, factor-driven portfolios emphasizing low-cost passive funds and selectively uses active managers, integrating proprietary models and derivative strategies for complex positions and tax-sensitive transitions.

Christopher Frayne is a CFP®, CFA®, and Series 65 credentialed advisor at Sigma Investment Counselors with 15 years of industry experience. He has been with the firm since 2006. Sigma Investment Counselors, founded in 1973 and fully employee-owned, provides comprehensive wealth management and discretionary portfolio management to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm employs a client-specific financial model and diverse portfolios, combining ETFs, individual equities, and fixed-income holdings, with a focus on conservative risk assessments and thorough research using both quantitative and qualitative tools.

Mark Peyser is a financial advisor at Retirement Income Solutions, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Institutional Investments Inc. and McDonald Partners LLC. 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 and manages multi-billion dollars on a discretionary basis with a relatively small team of 12 advisors.

Michael Mullenax is a CFP® professional with four years of experience at Sigma Investment Counselors. Prior to joining Sigma in 2022, he worked at Michigan State University and Karl's Cabin. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management services to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm’s investment approach combines client-specific financial models and diversified portfolios with both quantitative and qualitative research, emphasizing conservative risk assessments.

Linda Meadows is a financial advisor at Columbia Asset Management, L.L.C. in Ann Arbor, MI, holding a Series 65 designation with nine years of industry experience. She has been with Columbia Asset Management since 2005. 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, employing fundamental analysis alongside Modern Portfolio Theory with a long-term orientation.

Alan Brilliant is a financial advisor at Provizr in Ann Arbor, MI, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has worked at Four Financial Management since 2016 and has been associated with Provizr since 2015 and LPL Financial since 2008. Outside of advising, he is also an author, dedicating time to writing beginning in 2023. Provizr primarily serves current and former employees of select public and non-profit institutions, offering financial planning, discretionary portfolio management focused on plan-offered investments, and estate settlement assistance. The firm employs a core asset-allocation approach with monthly tactical rotations driven by a proprietary algorithm, managing approximately $59.7 million across about 108 clients.

Alexander La Londe is a financial advisor at Retirement Income Solutions, Inc. with one year of industry experience. He holds the Series 65 designation and has been with Retirement Income Solutions since 2016, working in various capacities over the years. The firm manages approximately $3 billion for over 1,200 clients through a 16-advisor team, serving individuals, trusts, retirement plans, nonprofits, and other entities. Retirement Income Solutions employs an active management approach guided by a structured investment process and offers services including asset management, retirement planning, and retirement plan consulting.

David Mcneely is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Darden Wealth Group in Ann Arbor, MI. His prior roles include positions at Bank of America, Merrill Lynch, and SunTrust Investment Services. Darden Wealth Group provides wealth management and financial planning services primarily to private individuals, university faculty, business owners, foundations, and not-for-profit organizations. The firm employs a fundamental, bottom-up investment approach combined with macroeconomic and technical analysis, managing portfolios through a mix of individual stocks, bonds, and ETFs.

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.

Jonathan Imber is a financial advisor with Imber Financial Group, LLC in Ann Arbor, MI. He holds a Series 65 designation and has 11 years of industry experience, including roles at Capital Asset Advisory Services, LLC and his current firm. In addition to advisory services, he conducts insurance sales and advisory work through 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 manages portfolios using third-party platforms and employs fundamental analysis and modern portfolio theory, offering both discretionary account management and referrals to outside money managers.

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 a financial advisor at Aptus Financial, LLC with a Series 65 credential. He has been with Aptus Financial for two years and has a longstanding affiliation with the University of Michigan, where he has worked for over 30 years. Aptus Financial provides flat-fee financial planning and advisory services primarily focused on individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm emphasizes passive, long-term indexing and client education, offering comprehensive planning and ongoing subscription support without discretionary portfolio management.

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.