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.

James Pollock is a CFA® charterholder with over 21 years of experience in the financial industry. He is currently with Diversified, LLC and previously led Pollock Investment Advisors, LLC for 16 years. Diversified, LLC offers financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm uses a comprehensive planning approach combined with ongoing asset management, employing both third-party managers and proprietary strategies tailored to client needs.

David Mercier is a financial advisor at Pathworks Financial, Inc. with 41 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at several firms including Scott Smith Financial, Inc. and Sigma Financial Corporation. Outside of his advisory work, he serves as secretary and treasurer of a small private hunting club. Pathworks Financial, Inc. is an SEC-registered investment adviser serving individuals, pension plans, trusts, small businesses, and estates. The firm offers diversified asset management, financial planning, retirement consulting, and family office services, using academic investment models and including alternative investments such as private funds and digital assets.

Amy Holzer is a Series 66 credentialed financial advisor with 18 years of industry experience. She has worked at Retirement Income Solutions, Inc. since 2021 and previously held roles at Parkland Securities, Spc, and Sigma Financial Corporation. 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 dollars entirely on a discretionary basis with a relatively small team of 12 advisors.

Payton Mattis is a Series 65-licensed advisor at MariPau Wealth Management LLC with two years of industry experience. He has held roles at MariPau Wealth Management since 2023 and at Collier Financial since 2016 with a two-year gap in employment. Mattis is a licensed insurance agent and plans to offer insurance services through Senior Benefits and Planning LLC in the future. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and business entities, managing portfolios through discretionary asset-based approaches and maintaining a fiduciary standard.

Michael Nemes is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently with The Nemes Rush Group, LLC, and has prior experience at Topel Forman, LLC. Nemes serves as a board member for the Risk Management Association East Michigan Chapter. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and business consulting. The firm uses a combined fundamental and technical investment approach, offering both discretionary and non-discretionary mandates, and manages over $1.35 billion in discretionary assets.

Miles Putnam is a CFA® charterholder with 15 years of industry experience, currently serving at Provident Investment Management, Inc. since 2010. He holds the Series 65 designation and works out of Novi, MI as part of a six-advisor team. Provident Investment Management provides discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and other entities. The firm employs a fundamental, bottom-up investment approach focused on individual securities, managing approximately $1.23 billion for about 349 clients.

Ann Shadle is a CFP® professional with 24 years of industry experience, currently serving at Dahring | Cusmano and Associates since 2016. She previously worked at Next Financial Group, Inc. for nine years. In addition to her advisory role, she operates an independent insurance agency affiliated with Dahring | Cusmano. Dahring | Cusmano and Associates provides holistic financial planning, discretionary and non-discretionary investment management, and consulting services to individuals, including high-net-worth clients, as well as various entities such as family offices and qualified retirement plans. The firm focuses on client-centered investment processes with an emphasis on asset allocation and long-term portfolio management.

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.

Matthew Mondoux is a CFP® and CFA® with nine years of industry experience. He has been with Blue Chip Partners, LLC since 2016. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high net worth clients, trusts, estates, charities, small businesses, and pension/profit-sharing plans. The firm manages approximately $1.88 billion across about 1,000 client relationships and offers services including discretionary and non-discretionary portfolio management, comprehensive or limited financial planning, and management of employer-sponsored and other accounts.

Brendan Best is a financial advisor at Richard W. Paul & Associates, LLC with three years of industry experience and holds a Series 65 designation. Before joining Richard W. Paul & Associates, he worked at BorgWarner from 2020 to 2023. In addition to his advisory role, he assists clients with insurance policies, including annuities and life insurance, as a licensed insurance agent. Richard W. Paul & Associates, LLC provides fee-based investment advisory and financial planning services to individuals, high net worth clients, and charitable organizations. The firm uses a combination of actively and passively managed strategies with a focus on value, safety, quality, and risk control.

Steven Story is a Series 65 licensed advisor with eight years of industry experience, currently serving at GEM Asset Management, LLC. He has been with GEM since 2003. GEM Asset Management provides discretionary investment management and financial planning to individuals, qualified retirement plans, and charitable organizations. The firm employs globally diversified portfolios emphasizing factor exposures and generally favors low-cost passive funds while incorporating active management in certain sectors.

Naoko Mckelvey is a Certified Financial Planner™ (CFP®) affiliated with Blue Chip Partners, LLC, where she has worked since 2019. She has 16 years of experience in the financial industry, including eight years at Lumin Financial, LLC. She is also a licensed non-variable insurance agent. Blue Chip Partners provides fee-based investment management and financial planning primarily to individuals, high net worth clients, trusts, estates, charities, small businesses, and pension/profit-sharing plans. The firm manages approximately $1.88 billion across about 1,000 client relationships, offering services that include discretionary and non-discretionary portfolio management and tailored financial planning.

Mitchell Kahl is a financial advisor at Blue Chip Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Waldron Private Wealth and in various roles related to athletics and education at the University of Michigan and local schools. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm emphasizes tailored client relationships, customized asset-allocation models, and integrates tax and estate planning services through affiliated providers.