Toni Wander is a CFP® professional with eight years of industry experience. She currently serves as an advisor at Pearl Planning and has previously worked at Stephens Consulting, Legacy Wealth Planning, Old National Bank, and Plante Moran financial advisors. Pearl Planning advises individuals, qualified retirement plans, trusts, estates, and business owners, providing discretionary and non-discretionary portfolio management along with integrated financial planning and consulting. The firm employs client-specific allocations across various asset types and uses third-party tools such as the Pontera platform for managing held-away accounts and AI-assisted client relationship tools.

Russell Strickler is a CFP® with 20 years of industry experience and is affiliated with Strickler Investment Services, LLC in Brighton, MI. His career includes roles at AE Wealth Management, MassMutual Life Insurance Company, and PNC Wealth Management. He also owns Strickler Tax Advisory, a tax preparation firm. Strickler Investment Services provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations. The firm employs an active, asset-allocation-driven approach, integrating equities, ETFs, and mutual funds, and offers additional services through affiliated tax preparation and insurance entities.

Caleb Collier is a financial advisor at MariPau Wealth Management LLC with 10 years of industry experience. He holds a Series 65 designation and has held roles at Signal Advisors USA, Inc., AE Wealth Management, LLC, and Global Financial Private Capital, LLC. In addition to his advisory work, he serves as Vice President and insurance agent at Senior Benefits and Planning, LLC dba Collier Financial, where he is involved in business operations and insurance sales. MariPau Wealth Management provides tailored investment advisory and portfolio management services along with financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm utilizes third-party managers, model portfolios, and technology platforms to support its investment approach and coordinates advice through a network of advisory affiliates.

Alec Waldman is a financial advisor at Pearl Planning with a Series 65 designation and one year of industry experience. Prior to joining Pearl Planning, he spent four years at the University of Michigan - Ann Arbor and one year with the William & Marie Carls Family YMCA. Pearl Planning serves individuals, qualified retirement plans, trusts, estates, and business owners by providing discretionary and non-discretionary portfolio management alongside integrated financial planning and consulting. The firm utilizes a range of investment strategies and third-party tools, including the Pontera platform for managing held-away accounts and AI-assisted client relationship tools.

Matthew Lamarre is a financial advisor at SimplyRIA Advisor Network with 15 years of industry experience. He holds a Series 65 designation and has been involved with firms including Jackson Kennedy since 2013, Caitlin John, LLC since 2011, and M&L Retirement Solutions since 2009. Outside of advisory roles, he is a managing partner and owner involved in selling annuities, FIA, and life insurance products. SimplyRIA Advisor Network serves individuals, trusts and estates, and qualified retirement plans by providing investment management, financial planning, consulting, and fiduciary support. The firm employs a combination of active and passive strategies, offering discretionary and non-discretionary management through a multi-office structure that supports multiple independent IAR practices.

Ronald Briggs III is a financial advisor with SimplyRIA Advisor Network, holding Series 63 and Series 65 licenses and six years of industry experience. He has held roles at several firms including Jackson National Life and currently serves as Director of Business Development at Entry Point Advisor Network, a service provider for insurance agents and investment advisors. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans, offering investment management, financial planning, consulting, and fiduciary support. The firm combines strategic asset allocation with active and passive management through a corporate RIA structure that hosts multiple independent advisory practices.

Genevieve Guys is a financial advisor at Pearl Planning with a Series 65 designation and two years of industry experience. Her prior firms include Asset Allocation Strategies, Northern Trust, and Standish Management. She also works as a conservation specialist involved in life insurance and fixed/index annuity sales. Pearl Planning serves individuals, qualified retirement plans, trusts, estates, and business owners, offering portfolio management and integrated financial planning. The firm uses a range of investment strategies and third-party platforms to deliver client-specific solutions and employs operational features uncommon for its size.

Christopher Bakken is a financial advisor at Strickler Investment Services, LLC with a Series 65 designation and one year of industry experience. His previous roles include positions at Mercer Advisors and CMT Digital. Strickler Investment Services offers discretionary investment management and financial planning to individuals, trusts, and charitable organizations. The firm uses an active, asset-allocation driven approach that incorporates equities, ETFs, and mutual funds, and provides services such as portfolio supervision, tax preparation through an affiliated entity, and advice on held-away accounts and insurance products.

Lisa Myers is a financial advisor at Retirement Income Solutions, Inc. She holds Series 65 and Series 63 licenses and has been with the firm since 2007. Based in Ann Arbor, MI, she is part of a 16-advisor team at Retirement Income Solutions. Retirement Income Solutions is a fee-only advisory firm serving individuals, high-net-worth clients, trusts, retirement plans, nonprofits, and other entities. The firm manages approximately $3.0 billion, employing an active management approach guided by a structured investment process and a discretionary Seasonal Strategy.

Joseph Kettinger is a CFP®, ChFC®, and holds a Series 65 license with 13 years of industry experience. He has been with Retirement Income Solutions, Inc. in Ann Arbor, MI, since 2013. Retirement Income Solutions is a fee-only advisory firm managing approximately $3.0 billion across 1,265 clients through a 16-advisor team. The firm serves individuals, trusts, retirement plans, nonprofits, and other entities using an active, committee-driven investment approach with a discretionary Seasonal Strategy, emphasizing diversified allocations and periodic portfolio reviews.

John Bailey is a CFP® and Series 65 credentialed advisor with six years of industry experience. He is currently with Retirement Income Solutions, Inc., where he has worked since 2020. Prior to joining Retirement Income Solutions, he worked at Old National Bank and operated Bailey Telecommunications LLC. Retirement Income Solutions is a fee-only advisory firm serving individuals, trusts, retirement plans, nonprofits, and other entities. The firm manages approximately $3.0 billion across a 16-advisor team, employing an active management approach guided by a structured six-step process and using a discretionary Seasonal Strategy to manage client portfolios.

Brian Weisman is a CFP® professional with 16 years of industry experience. He has been with Columbia Asset Management, L.L.C. since 1997. Columbia Asset Management provides discretionary wealth management and financial planning services to individuals, trusts, estates, corporations, and charitable organizations. The firm employs fundamental research combined with Modern Portfolio Theory to construct strategic asset allocations, generally maintaining a long-term investment horizon while allowing for rebalancing or shorter-term trades.

Benjamin Radley is a Series 65-licensed advisor with SimplyRIA Advisor Network in Brighton, MI. He has been with SimplyRIA and SimplyRIA Advisor Network since 2026 and has prior experience working in various roles over the past several years, including at Grand Valley State University and South Lyon Public Schools. He has also worked at multiple golf courses earlier in his career. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, and fiduciary support through a team of 26 advisors. The firm combines strategic asset allocation with active and passive management and operates under a corporate RIA structure that supports multiple independent adviser practices.

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.