Genevieve Guys is a financial advisor at Pearl Planning with a Series 65 credential and one year of industry experience. Her prior roles include positions at Asset Allocation Strategies, GLP & Associates, Northern Trust, and Standish Management. She is also a conservation specialist involved in life insurance and fixed/index annuity sales. Pearl Planning advises individuals, qualified retirement plans, trusts, estates, and business owners, providing discretionary and non-discretionary portfolio management alongside integrated financial planning and consulting. The firm builds client-specific allocations across a broad range of asset classes and employs third-party tools for tax-efficient asset location and trading support.

Tyler Bashaw is a financial advisor at JLB & Associates Inc with a Series 65 designation and six years of industry experience. He has been with JLB & Associates since 2018 and previously attended Eastern Michigan University from 2013 to 2017. JLB & Associates is a registered investment adviser that manages discretionary portfolios for individuals, trusts, corporations, and employee benefit plans, including high-net-worth clients. The firm employs a fundamental analysis approach, focusing on a defined universe of about 200 companies and emphasizing investment-grade corporate bonds in fixed-income management.

Lisa Myers is a financial advisor with Retirement Income Solutions, Inc. in Ann Arbor, MI. She holds Series 65 and Series 63 licenses and has been with Retirement Income Solutions since 2007. Retirement Income Solutions is a fee-only advisory firm managing approximately $3.0 billion across a 16-advisor team. The firm serves individuals, trusts, retirement plans, nonprofits, and other entities, employing an active management process guided by an Investment Committee 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.

Genadi Slavov is a CFA® charterholder affiliated with Sigma Investment Counselors, with one year of industry experience. Prior to joining Sigma in 2023, he held positions at RHP Properties and Roofing Depot LLC, and briefly worked at UBS. Sigma Investment Counselors offers comprehensive wealth management and discretionary portfolio management to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm employs a client-specific financial model and diversified investment portfolios, utilizing both quantitative tools and qualitative research, and manages approximately $2.1 billion across multiple advisory teams.

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.

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.

James Bashaw is a financial advisor at JLB & Associates Inc with 15 years of industry experience. He holds a Series 65 designation and has been with JLB & Associates since 1987. JLB & Associates is a registered investment adviser serving individuals, trusts, corporations, and employee benefit plans, including high-net-worth clients. The firm manages discretionary portfolios using a fundamental analysis approach focused on a defined universe of approximately 200 companies and emphasizes investment-grade corporate bonds in its fixed-income strategy.

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.

Michael Doyle is a financial advisor at Imber Financial Group, LLC in Ann Arbor, MI. He holds Series 65 and Series 66 licenses and has one year of experience in the advisory industry. Prior to joining Imber Wealth Advisors, he held positions at Anytime Fitness, Auto One, and Phoenix Athletics. 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 through third-party platforms and employs both fundamental analysis and modern portfolio theory combined with long-term and short-term trading strategies.

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 at Diversified, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously operated Pollock Investment Advisors, LLC from 2010 to 2026. Diversified, LLC provides investment advice and financial planning to a broad client base including individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm employs a two-phase planning process and utilizes third-party managers and platforms to tailor asset allocation and diversification strategies to client objectives and risk tolerances.

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.

Christopher Szydlowski is a CFA® charterholder based in Plymouth, MI, with 16 years of industry experience. He has worked at JLB & Associates Inc since 1998. JLB & Associates provides discretionary and non-discretionary portfolio management and retirement-plan advisory services to individuals, trusts, corporations, and employee benefit plans. The firm’s investment approach emphasizes fundamental equity analysis within a defined 200-company research universe, with portfolios typically holding 20–30 stocks blending growth and value, while fixed-income management focuses on investment-grade corporate bonds with maturities under ten years.

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.

Mark Zywiol is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with Stonebrook Private LLC, where he has worked since 2024. His prior roles include positions at Charles Schwab & Co., Fidelity Investments, Raymond James & Associates, and teaching at Walsh College of Accountancy and Business. Stonebrook Private LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach with portfolios including ETFs, individual equities, covered options, structured products, and alternative investments, implemented through discretionary management and oversight of independent managers.