Mark Wojno is a financial advisor at Pinnacle Wealth Management, Inc. in Brighton, Michigan, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Pinnacle Wealth Management since 2013. Wojno also operates as a CPA providing accounting and tax preparation services through his separate CPA practice. Pinnacle Wealth Management advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, 401(k) plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and pension consulting services, utilizing a tiered planning process and tailored investment strategies.

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.

Erik Ringo is a CFA® charterholder and holds a Series 65 license, with eight years of industry experience. He has worked at Autumn Financial Advisors, LLC since 2017, following prior roles at Buttonwood Financial Advisors and T. Rowe Price. Autumn Financial Advisors is a small, state-registered firm serving individual and high-net-worth clients through comprehensive financial planning and discretionary investment management. The firm employs a diversified investment process combining active, passive, and quantitative strategies, with portfolios tailored to client-specific investment policy statements.

Joseph Kubic is a financial advisor at Fairlane Investment Advisors Inc with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fairlane since 1984. Fairlane Investment Advisors serves individual investors, including high-net-worth and non-HNW clients, providing discretionary portfolio management and tailored financial planning. The firm employs model asset allocation strategies with individual customization and manages employer retirement plan assets at the participant level.

Eric Solomon is a Series 65-licensed advisor at Safe Future Wealth Partners LLC with one year of industry experience. Before joining Safe Future Wealth Partners, he worked at ERS Financial LLC, Integrated Capital Management, Paragon Retirement Planning, and held a long tenure at Ford Motor from 1989 to 2020. Safe Future Wealth Partners serves individual clients by providing ongoing portfolio management and financial planning, often referring clients to unaffiliated third-party advisers for discretionary management. The firm uses model allocations and third-party portfolios to implement investment strategies and monitors outside managers rather than directly managing client trades.

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®-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.

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.

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.

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.