Kenneth Zehnder is a financial advisor at A B L E Wealth Management Solutions LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Waddell & Reed, Inc and Merrill. Zehnder has been with A B L E Wealth Management Solutions since 2019. A B L E Wealth Management Solutions provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes a combination of passive and active strategies and offers portfolio management, pension consulting, and employee benefit plan advisory services.

Craig Mckee is the sole advisor at XLM Capital Management in Dexter, MI, with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with XLM Capital Management since 2003. XLM Capital Management provides discretionary and non-discretionary investment advice to high-net-worth individuals, estates, and businesses, managing approximately $96.5 million in discretionary assets. The firm focuses on individualized portfolios that emphasize direct equity investments and options, using active strategies and avoiding mutual funds, with client reporting provided on request or upon material changes.

Christopher Noble is the sole advisor at Greydog Financial in Ann Arbor, MI. He holds a Series 65 credential and has one year of experience in the financial advisory industry. Prior to founding Greydog Financial, he worked for 15 years at Kellogg Company and seven years at Cabinetworks Group. Greydog Financial serves individual and high-net-worth clients with comprehensive, project-based financial planning and ongoing financial education. The firm emphasizes non-discretionary, passive investment recommendations implemented through index mutual funds and ETFs, and it is noted for offering stand-alone educational services and flexible billing arrangements.

Dennis Crawford is a financial advisor at Diversified Consumer Planning LLC in Manchester, MI, holding a Series 65 designation with 14 years of industry experience. He has been with Diversified Consumer Planning LLC since 1988. Diversified Consumer Planning LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations, including specialized service for active-duty and veteran submariners, finance professionals, and technology-oriented clients. The firm uses a data-centric investment process that combines AI and machine-learning models with fundamental, technical, and quantitative analysis to support active management and weekly portfolio reviews.

William Marks is a financial advisor at Security Financial Advisors, LLC in Ann Arbor, MI, with 16 years of industry experience. He holds a Series 65 designation and has been the owner of Beaupre & Marks, PC, a certified public accounting firm, since 1998. Marks manages his advisory practice alongside his accounting business. Security Financial Advisors provides discretionary investment management and financial advice to individuals and trusts, including high-net-worth clients. The firm employs fundamental and technical analysis to implement equity strategies and uses diversified portfolios of mutual funds and ETFs.

Belle Eve Financial provides flat-fee, fee-only financial planning, retirement planning, tax planning, and investment management for women, couples, and families who want clear guidance and a trusted partner to help coordinate their financial lives. As a CFP® professional and CPA, I bring financial planning expertise and a tax-aware perspective to every client relationship. I help clients make confident, coordinated decisions around retirement and retirement income planning, tax-efficient investing and withdrawals, Roth conversions, cash flow, Social Security, equity compensation, insurance, estate planning, and investment management. As a fee-only fiduciary financial advisor, my advice is designed to serve your best interests. I do not sell investment or insurance products, earn commissions, or charge a percentage of your assets. Instead, Belle Eve Financial provides transparent, ongoing comprehensive financial planning and investment management for a flat annual fee. While I work with individuals, couples, and families, I have a particular passion for financial planning for women, especially those navigating career changes, divorce, widowhood, inheritances, retirement, or the responsibility of managing family wealth. Financial confidence isn't about knowing every piece of industry jargon. It's about having someone who can simplify the complexity, ask the right questions, and help you make decisions that align your money with the life you want. My own path has included growing up with limited means, navigating a significant financial windfall, building and selling businesses, retiring early, and ultimately creating a meaningful second career in financial planning. Those experiences shaped the practical, judgment-free way I work with clients today. At Belle Eve Financial, you'll receive personalized, comprehensive financial advice and the education to understand the “why” behind it—so you can feel organized, confident, and in control of your financial future. Based in the Ann Arbor, Michigan area and serving clients virtually.

Jeffrey Imber is a Series 65-licensed financial advisor with over 16 years of industry experience. He is the principal of Imber Financial Group, LLC in Ann Arbor, MI, and has been involved with his family trust-owned firm since 2009. He also manages Imber Tax Advisory Group, LLC and conducts insurance and advisory services under the dba 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 may engage outside money managers, employing fundamental analysis and modern portfolio theory with both long- and short-term strategies.

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.

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.

Our firm’s mission is to help physicians achieve financial peace of mind. We work with you to develop a personalized financial plan that covers your entire financial picture and incorporates your unique situation, as well as the unique aspects of financial life as a physician. We then help you manage your investments and implement your financial plan, serving as an ongoing accountability partner and guide to make adjustments over time as life changes. Our firm’s mission is to help physicians achieve financial peace of mind. We work with you to develop a personalized financial plan that covers your entire financial picture and incorporates your unique situation, as well as the unique aspects of financial life as a physician. We then help you manage your investments and implement your financial plan, serving as an ongoing accountability partner and guide to make adjustments over time as life changes. We give you the confidence that you are in control of your finances and are making the right decisions, while freeing up time and headspace to spend on the things you enjoy. We do our best work with people who recognize the value of financial planning (in addition to investments) and want an ongoing relationship with an advisor, rather than one-time or hourly work. New Attendings – Organize your financial life and develop a strong foundation. This includes putting together a student loan game plan, getting clear on goals, figuring out how to allocate your cash flow and the best way to save and invest to different accounts, optimizing employer benefits, and helping with a home purchase. Established Physicians – Manage the growing complexity of your financial life. This includes college planning, reviewing insurance coverage and estate plans, optimizing how you save and invest for different goals as your income rises, and detailed retirement planning to put you on track and make sure you remain there. Preparing for Retirement – Get ready for, and navigate, the retirement transition. This includes understanding whether you have enough money to retire, turning your investment portfolio into a “paycheck” in retirement, tax planning to minimize the amount that goes to the IRS, figuring out the best strategy for claiming Social Security, and navigating healthcare decisions from Medicare to long-term care insurance. Prior to co-founding MD Wealth Management, I worked as a financial advisor at Balasa Dinverno Foltz LLC and Huber Financial Advisors LLC, two independent firms in Chicago with over $5 billion of assets under management collectively. I am a CERTIFIED FINANCIAL PLANNER™ professional and I have a BS in finance from Miami (OH) University. I live in Saline, Michigan, with my wife, Jenny, and our son, Grant. I am an avid Michigan fan and enjoy reading, playing basketball and tennis, and being outdoors as much as possible.

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.

Lucy Valandra is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Copper Beech Wealth Management. Her prior roles include positions at Stephens Consulting, LLC and Meridian Financial Partners LLC. Outside of finance, she has been involved with the Great Meadow Foundation and several equestrian and farm-related ventures. Copper Beech Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of investment methods and emphasizing diversification. The firm manages discretionary assets primarily through ETFs and mutual funds, and offers fiduciary retirement advice and standalone financial planning without account minimums.

Our firm’s mission is to help physicians achieve financial peace of mind. We work with you to develop a personalized financial plan that covers your entire financial picture and reflects your unique situation, as well as the unique aspects of financial life as a physician. We then help you manage your investments and implement your financial plan, serving as an ongoing accountability partner and guide to make adjustments over time as life changes. We give you the confidence that you’re in control of your finances and are making the right decisions, while freeing up time and headspace to spend on the things you enjoy. We do our best work with people who recognize the value of financial planning (in addition to investments) and want an ongoing relationship with an advisor, rather than one-time or hourly work. Established Physicians – Organize and manage the growing complexity of your financial life. This includes getting clear on goals, maximizing employee benefits, college planning, reviewing insurance coverage and estate plans, optimizing how you save and invest for various goals as your income rises, and detailed retirement planning to put you on track and make sure you remain there. Preparing for Retirement – Navigate the retirement transition. This includes understanding whether you have enough money to retire, turning your investment portfolio into a “paycheck” in retirement, tax planning to minimize the amount that goes to the IRS, figuring out the best strategy for claiming Social Security, and making healthcare decisions from Medicare to long-term care insurance. In addition to working with clients, we host a personal finance podcast for physicians called The Physician’s Guide to Financial Wellness. Feel free to listen or subscribe here. Prior to co-founding MD Wealth Management, I was a partner at Driehaus Capital Management in Chicago. I’m a CERTIFIED FINANCIAL PLANNER™ professional and a CFA® charterholder. I have a BA in finance from the University of Notre Dame and an MBA in finance and economics from the University of Chicago Booth School of Business. Outside of work, I most enjoy spending time with my wife and our four children (three boys and a girl). When not with them, you can find me working out, reading, golfing, listening to podcasts, or watching sports (especially EPL soccer and Notre Dame football).

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.

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.

Timothy Walworth is a financial advisor with Markowski Investments in Pinckney, MI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include six years at TDW Financial Strategies and experience at Caitlin John Private Wealth Management and United Advisors America. In addition to advising, he works as an independent insurance agent, spending five to ten hours weekly on this activity. Markowski Investments provides personal financial planning and discretionary portfolio management to a diverse client base, including individuals, families, trusts, and small businesses, managing approximately $474 million in assets. The firm’s investment approach integrates strategic asset allocation with tactical adjustments based on fundamental, technical, and cyclical analysis, typically favoring long-term holdings while employing option strategies to enhance or hedge portfolios.

Melissa Joy is a CFP® with 22 years of experience in the financial services industry. She is currently with Pearl Planning and has previously worked at Stephens Consulting, Raymond James Financial Services, and the Center for Financial Planning. Outside of advisory work, she serves on the investment committee of the First Congregational Church in Ann Arbor. Pearl Planning is a team-based firm serving individuals, high-net-worth clients, qualified retirement plans, trusts, estates, and business owners. The firm offers discretionary and non-discretionary portfolio management along with integrated financial planning and consulting, utilizing a diverse range of investment strategies and third-party platforms.

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.

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.

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.