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.

Evelyn Breen is a CFP® and holds a Series 66 license with 13 years of industry experience. She is currently with Retirement Income Solutions, Inc., where she has worked since 2022. Prior to that, she was employed at Diamant Asset Management Inc. and Diamant Investment Corporation from 2016 to 2022. Retirement Income Solutions is a fee-only advisory firm managing approximately $3.0 billion for around 1,265 clients, including individuals, trusts, retirement plans, and nonprofits. The firm uses an Investment Committee-driven, active management process and offers services such as asset management, retirement and financial planning, and retirement plan consulting.

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 with Diversified, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously operated Pollock Investment Advisors, LLC for 16 years and worked at McDonald Partners LLC for one year. Diversified, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, corporations, employee benefit plans, trusts, charitable organizations, and pooled investment vehicles. The firm employs a two-phase planning process and a diversified, long-term asset allocation approach, incorporating tools such as options and leveraged ETFs, and may utilize AI for decision-support in research and portfolio management.

Lucas Rhodes is a Series 65 licensed advisor at MariPau Wealth Management LLC with one year of industry experience. He has prior work experience at Collier Financial and held various positions outside the financial industry, including roles at All Pro Fitness Things Inc, Western Golf & Country Club, Jets Pizza, and Dominos. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and other business entities. The firm operates as a fiduciary and typically manages discretionary portfolios using a range of investment vehicles while offering planning, consulting, and educational seminars.

David Fransko is a financial advisor with Provizr in Ann Arbor, MI, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been affiliated with Provizr since 2015 and Four Financial Management since 2016, as well as maintaining a longstanding relationship with LPL Financial since 2008. Outside of his advisory work, he is involved as a business owner in a non-investment related venture, Rose Laundry Northville LLC. Provizr primarily serves current and former employees of select public and nonprofit institutions, providing financial planning and discretionary portfolio management focused on retirement plan investments. The firm employs a core asset-allocation strategy supplemented by monthly tactical rotations using a proprietary algorithm, managing approximately $59.7 million for about 108 clients.

James Winslow is a CFP® credentialed financial advisor with Arbor Trust Wealth Advisors, LLC in Ann Arbor, MI, bringing 26 years of industry experience. He has been with Arbor Trust since 2014, having also worked at Purshe Kaplan Sterling Investments, Inc. from 2014 to 2022. Outside of his advisory role, Winslow serves on the finance committee of the Foundation for Saline Area Schools and is a licensed insurance agent focusing on life, disability, and long-term care insurance. Arbor Trust Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and various institutional accounts. The firm constructs customized, long-term portfolios using fundamental analysis across multiple asset classes and manages over $600 million in client assets with a compact advisory team.

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.

Stephen Morman is a financial advisor with Provizr in Ann Arbor, MI, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. He has worked with Provizr since 2015 and Four Financial Management since 2016, alongside a longstanding association with LPL Financial dating back to 2008. Provizr primarily serves current and former employees of select public and nonprofit institutions, offering financial planning, discretionary portfolio management focused on plan-offered investments, and estate settlement assistance. The firm’s six-advisor team manages approximately $59.7 million for about 108 clients, using a core asset-allocation approach supplemented by monthly tactical rotations based on a proprietary algorithm.

Kevin Decker is a CFP® with 10 years of industry experience, currently serving as an advisor at Retirement Income Solutions, Inc. in Ann Arbor, MI. Prior to joining Retirement Income Solutions in 2025, he worked for nine years at The Vanguard Group, Inc. Retirement Income Solutions is a fee-only advisory firm managing approximately $3.0 billion for over 1,200 clients through a 16-advisor team. The firm serves individuals, trusts, retirement plans, nonprofits, and other entities using an active management approach guided by a structured six-step process and employs a discretionary Seasonal Strategy for portfolio rebalancing.

Jonathan Mattis is a financial advisor with MariPau Wealth Management LLC in Ann Arbor, MI. He holds a Series 65 credential and has been with MariPau Wealth Management since 2026, as well as working with Senior Benefits and Planning DBA Collier Financial since 2016. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and other business entities. The firm operates as a fiduciary, offering discretionary portfolio management, financial planning, and consulting, with a focus on managing accounts through a recommended custodian using a range of investment vehicles.

Andrea Darden is a financial advisor at Darden Wealth Group with 16 years of industry experience. She holds Series 65 and Series 66 credentials and has been with her current firm since 2018, following an 11-year tenure at Chisholm & Darden. Darden serves on the board of the Michigan Research Institute, a nonprofit focused on developing technologies addressing national needs. Darden Wealth Group provides comprehensive wealth management, financial planning, retirement and pension consulting, and business-owner advisory services to private individuals, university faculty, business owners, foundations, educational institutions, and nonprofit organizations. The firm’s investment approach centers on fundamental analysis with a multi-year time horizon, incorporating tactical allocations and cash management, and it offers both discretionary management and flexible client-directed investment options.

Harrison Kephart is a CFP® professional with 20 years of experience in the financial advisory industry. He has been with Retirement Income Solutions, Inc. 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, 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 and manages multi-billion dollar assets with a relatively small team of 12 advisors.

Kory Salagean is a financial advisor at Columbia Asset Management, L.L.C. with five years of industry experience and a Series 65 credential. His prior work includes four years at Annie's Childrencenter and ten years in education. 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 and Modern Portfolio Theory with a long-term orientation.

Erkki Peippo is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Sagepoint Financial Inc. for 14 years and operates Erkki M. Peippo, CPA, PC, providing accounting and insurance services. Outside of advising, he owns and manages Peippo Farms, a farming operation in Gladstone, MI. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management and tailored financial planning. The firm uses model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, to build individualized portfolios and offers ERISA retirement-plan advisory services.

Charleen Maune is a financial advisor at Foguth Wealth Management, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Strategic Investment Advisors, LLC and White Glove, among others. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion with a multi-advisor team. The firm focuses on discretionary portfolio management and financial planning, utilizing tailored investment plans that emphasize exchange-traded products and a mix of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Matthew Coursen is a financial advisor at Plante Moran Financial Advisors with 10 years of industry experience. He holds the CFP® designation and Series 65 license and has been with Plante Moran Financial Advisors since 2015. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and often uses third-party managers and alternative investments.

Christopher Derisley is a CFP® and holds a Series 65 license with 16 years of industry experience. He has been with Plante Moran Financial Advisors, LLC since 2009 and is also a partner at P&M Holding Group, LLP. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individuals, institutional clients, and sovereign wealth funds. The firm employs a multi-faceted investment approach, combining fundamental, technical, and cyclical analysis with proprietary equity market valuation, and offers both discretionary and non-discretionary portfolio advisory services.

David Rea is a financial advisor with Founders Financial Securities LLC in Brighton, MI, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at Founders Financial Securities since 2009 and previously spent 37 years at REA & Shoemaker PC. Outside of advising, he serves as a tax return reviewer for GRAD & SHOEMAKER P.C. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of registered investment adviser representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and a range of advisory programs that include model portfolios and third-party sub-advisory relationships.