Kenneth Zehnder is a financial advisor with Able Wealth Management Solutions LLC in Ann Arbor, MI. He holds Series 63 and Series 66 designations and has 15 years of industry experience, including five years at Waddell & Reed, Inc. before joining his current firm in 2019. Able Wealth Management Solutions LLC provides investment advisory and financial planning services to individuals, including high net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm combines passive and active investment strategies with fundamental, technical, cyclical, and charting analysis, and offers a range of portfolio management and planning options, including a wrap fee program and employee benefit plan consulting.

Craig Mckee is the principal of XLM Capital Management, an independent advisory firm based in Dexter, MI. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Mckee has led XLM Capital Management since its founding in 2003. XLM Capital Management provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals, estates, and businesses. The firm focuses on direct equity and options strategies, constructing concentrated portfolios tailored to each client's objectives and risk tolerance without using pooled vehicles or mutual funds.

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, holding a Series 65 designation with 15 years of industry experience. He is also a certified public accountant and owner of Beaupre & Marks, PC CPA, a firm he has operated since 1998. Marks has been with Security Financial Advisors since 1994. Security Financial Advisors, LLC 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 diversified equity strategies and maintains an affiliation with Beaupre & Marks, PC CPA, offering integrated financial and accounting services.

Dillon Schroeder is a CFP® affiliated with Foresight Capital Management Advisors, Inc. He has three years of industry experience and has worked at Foresight since 2020. Prior to joining the firm, he held roles at Eastern Michigan University and Bedford Hills Golf Course. Foresight Capital Management Advisors, Inc. serves defined contribution plans, endowments, high-net-worth, and individual clients, managing approximately $350 million in assets with a three-advisor team. The firm provides investment management, consulting, and retirement plan services, specializing in institutional clients such as public school retirement plans and consortiums like the Michigan Retirement Investment Consortium.

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.

Laurie Stegenga is a CFP® and PFS™ with 16 years of industry experience. She has been with Foresight Capital Management Advisors, Inc. since 2008. Foresight Capital Management Advisors, Inc. provides investment management, consulting, financial planning, and retirement plan advisory services to institutional clients and high net worth individuals. The firm emphasizes retirement plan participant education and combines model portfolios with manager-of-managers analysis in its advisory approach.

Patrick Carney is a CFP® professional at Foresight Capital Management Advisors, Inc. with six years at the firm and a total of five years in the financial industry. Prior to his current role, he was involved with Bandits Goalie School for four years. Foresight Capital Management Advisors serves defined contribution plans, endowments, institutional clients, high-net-worth individuals, and others, managing approximately $350 million in assets. The firm focuses on discretionary manager selection, investment consulting, and retirement plan management, with notable involvement in public school retirement plans and consortium work such as the Michigan Retirement Investment Consortium.

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).

Jeffrey Imber is a financial advisor with Imber Financial Group, LLC, holding a Series 65 designation and 15 years of industry experience. He has been involved with multiple firms, including Capital Asset Advisory Services since 2011, Horizons Planning Corp since 2007, and Imber Tax Advisory Group since 2004. He also 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 uses fundamental analysis and modern portfolio theory, managing accounts on a discretionary basis with regular monitoring and employing both long-term and short-term trading 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.

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.

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.

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.

Michael Cooley is a financial advisor at Altitude Capital Management LLC with the ChFC® designation and two years of industry experience. His prior roles include positions at Whitney & Associates, Forthright Capital Partners, and RidgeBrooke Retirement Planning. Outside of advising, he is also licensed as an insurance agent and dedicates part of his time to insurance sales. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers tailored portfolio management and consulting services with an emphasis on individualized strategies based on client goals, risk tolerance, and time horizon.

Christopher Michalak is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Avantax Planning Partners, Inc. and has held roles at various related firms including Cetera Wealth Services and Avantax Advisory Services. Michalak serves as a board member of CARES and is involved in local government budgeting and strategic planning through the City of Saline's LDFA Committee. He is also president of Capstone Tax & Financial, Inc., where he oversees tax preparation and accounting operations. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and advisors. The firm manages assets for individuals, pension plans, and charitable organizations, utilizing tax-intelligent strategies and discretionary account management.

Jeremiah Johnson is a CERTIFIED FINANCIAL PLANNER™ with 29 years of industry experience. He has been with Wealthcare Advisory Partners LLC since 2016 and previously worked at LPL Financial. Beyond his advisory role, he is involved with the Raisin Charter Township and the Saline Area Chamber of Commerce. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates patented Wealthcare software and behavioral economics, utilizing both passive and active investment strategies alongside proprietary quantitative metrics.

Jay Hokanson is a financial advisor with First Heartland Consultants, Inc. in Newaygo, Michigan, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with First Heartland Capital Inc since 2007. Outside of his advisory role, he is involved in the sale and distribution of fixed life and annuity products through Drummond Capital. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.