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 financial advisor with SimplyRIA Advisor Network in Brighton, MI, holding CFP® and ChFC® designations along with Series 63 and 66 licenses. He has 32 years of industry experience, including roles at LPL Financial and The Huntington Investment Company. Outside of finance, he has been involved in ski coaching and instruction for over four decades, working with junior alpine athletes and various ski teams. SimplyRIA Advisor Network provides advisory services to individuals, trusts, estates, and qualified retirement plans through a team of 24 advisors. The firm operates as an RIA-aggregator, supporting independent advisors who tailor portfolios using a mix of active and passive strategies, third-party sub-advisers, and alternative investments.

Adam Schnepf is a financial advisor at Imber Financial Group, LLC with Series 65 credentials and two years of industry experience. He previously held roles at Imber Wealth Advisors and the University of Michigan. 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, utilizing both fundamental analysis and modern portfolio theory within discretionary account management.

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 at Strickler Investment Services, LLC with a Series 65 credential and one year of industry experience. Prior to joining Strickler Investment Services, he has held positions at Powerhouse Gym, Clemson University, BASF Corporation, and in education at South Lyon High School and Centennial Middle School. Outside of advising, he works as a life and health insurance agent with various carriers. 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 investment approach with diversified holdings and uses third-party model managers and platform services to implement client portfolios.

Timothy Walworth is a financial advisor at Markowski Investments with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Tdw Financial Strategies, Truth of Investing LLC, and Caitlin John Private Wealth Management. In addition to his advisory work, he is an independent insurance agent. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a multi-asset strategic allocation approach combining technical, fundamental, and chart analysis, with portfolio adjustments based on market conditions.

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.

Cyril White is a financial advisor at Four Financial Management in Ann Arbor, MI, holding a Series 66 designation with 20 years of industry experience. He has been associated with Four Financial Management, Provizr, and LPL Financial LLC since 2022. Outside of his advisory work, he is the owner of White House International LLC dba Be Bold Excel Fitness, a business he has operated since 2014, and he is also an author. Four Financial Management serves individuals, trusts, retirement plans, non-profits, and business entities, providing financial planning, estate-settlement assistance, retirement consulting, and portfolio management. The firm uses a tailored investment approach that includes discretionary asset management and program-based options, employing strategies such as asset allocation, income, capital preservation, and tactical growth supported by fundamental and technical analysis.

Brock Hastie is a financial advisor at Retirement Income Solutions, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Retirement Income Solutions since 2012. Outside of his advisory role, he is a partner with a 25% ownership stake in M4P Partners, LLC, a non-investment related real estate holdings company. Retirement Income Solutions serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities, offering discretionary portfolio management and financial planning. The firm employs a committee-driven, active management approach and manages multi-billion dollar assets with a relatively small team of 12 advisors.

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.

Karen Chapell is a financial advisor with Retirement Income Solutions, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Retirement Income Solutions since 2012. Outside of her advisory role, she is a partner with 25% ownership in M4P Partners, LLC, a non-investment related real estate holdings company. Retirement Income Solutions serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a committee-driven, active management investment process and manages multi-billion dollar assets with a relatively small team of 12 advisors.

Evan Leroy is a financial advisor at Retirement Income Solutions, Inc. in Ann Arbor, MI, with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Retirement Income Solutions since 2018, following three years at Bank of Ann Arbor. Retirement Income Solutions is a fee-only advisory firm managing approximately $3 billion for over 1,200 clients. The firm serves individuals, trusts, retirement plans, nonprofits, and other entities, using an active management approach guided by a six-step investment process and a discretionary Seasonal Strategy.

Michael Kaplan is a financial advisor with Four Financial Management in Ann Arbor, MI, holding Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at LPL Financial and as principal of Provizr. Kaplan is also involved in a tax preparation and accounting service through Four Financial Tax Services. Four Financial Management provides portfolio management, financial planning, and consulting services to individual investors, non-profits, trusts, retirement plans, and businesses. The firm employs a customized investment approach focusing on asset allocation, income, capital preservation, and tactical growth, utilizing both proprietary tools and third-party models.

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.

Milo Bonell is a CFP®-certified financial advisor with three years of industry experience, currently serving at Imber Financial Group, LLC in Ann Arbor, Michigan. Prior to joining Imber Financial Group, he worked for J.P. Morgan Securities and Jpmorgan Chase Bank. He has also been involved with Clean Power LLC and the Girl Scouts of Wisconsin Southeast. 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 in its investment approach and manages client accounts on a discretionary basis with regular monitoring and reviews.