Natalie Miller is the principal advisor at Grit and Lavender Financial Planning in Brighton, MI, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch, PNC Investments, and Mass Mutual. Outside of advisory work, Miller provides educational and coaching services through her consulting business and serves as a small business coach and securities licensing instructor. Grit and Lavender Financial Planning serves individual clients with investment management, comprehensive financial planning, and financial coaching. The firm primarily uses a passive investment approach and offers subscription-style services and educational programming to support client implementation and ongoing engagement.

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.

Robert Laura is a financial advisor with Wealth & Wellness Group, LLC in Brighton, MI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been involved with Synergos Financial Group, L.L.C. dba Osborn Wealth Management since 2009 and is also active in educational content development and workshops through Retirement Project LLC. Wealth & Wellness Group provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a tailored portfolio management approach that emphasizes diversification, asset allocation, Modern Portfolio Theory, and fundamental analysis, managing both discretionary and directed client relationships.

William Winn is a financial advisor with Fiducial Partners LLC in Brighton, MI, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Retirement Wealth Advisors and has owned Newbridge Financial Group since 2013. In addition to advising, he operates as an independent insurance agent, offering fixed insurance and related products. Fiducial Partners LLC provides discretionary investment management to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm’s investment approach combines fundamental and technical analysis, active allocation, and position-level risk management, managing accounts primarily on a discretionary basis with regular reviews.

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.

Scott Chisholm is a financial advisor at C&D Wealth Advisors with 15 years of industry experience. He holds a Series 65 designation and has been associated with Chisholm & Dames, Inc. since 1995. C&D Wealth Advisors, Inc. provides personalized, fee-only investment management and financial planning services to individuals, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm employs a low-turnover, core equities investment approach supported by a proprietary economic model for tactical asset allocation and manages client assets on a discretionary basis.

Julie Quick, CFP®, BFA™, CDFA® is founder of Cultivate Financial Wellness, a virtual practice where she caters her services to helping women all over the US navigate the financial challenges experienced before, during and after divorce. Working with a wide variety of clients throughout her 25+ year career has taught her that financial planning is about much more than numbers—it’s about paying attention to the values, emotions and life experiences of each individual person. Women, in particular, face unique financial challenges. These may include the long-term effects of the gender wage gap, time out of the workforce to care for family members, and longer life expectancies - all of which can be compounded by a divorce. Julie harnesses her personal and professional experience to help women move from feelings of uncertainty and insecurity to financial empowerment. Julie lives in Howell, Michigan, with her firefighter husband, Jeff, and their dog, Luger. When she isn’t working she enjoys all things fitness, traveling and working on home-improvement projects.

Michael Demeyere is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Summit Wealth Strategies Group, LLC since 2009. Prior to founding the firm, he was associated with Cynosure Financial, Inc. for ten years. Summit Wealth Strategies Group is an independent, fee-only registered investment adviser providing investment management, financial planning, and consultation services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm also manages corporate and institutional retirement plans and offers non-investment business consulting, emphasizing long-term asset allocation and diversification through individualized portfolio management.

Steven Brown is a financial advisor at Precision Vector Financial with five years of industry experience. He holds a Series 65 designation and previously worked at Pinnacle Wealth Management, Inc. In addition to his advisory role, Brown is an air traffic controller with the Federal Aviation Administration and works as an independent insurance agent. Precision Vector Financial is a state-registered advisory firm providing retirement consulting, financial planning, investment management, and 401(k) plan administration. The firm utilizes a strategic asset allocation framework centered on index mutual funds and ETFs, with discretionary management guided by client-specific Investment Policy Statements.

John Pelon is a financial advisor at Patrick Financial Group LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at ATS Capital Advisors and Advance Capital Services. Pelon also serves as President and Chief Compliance Officer of ATS Capital Advisors. Patrick Financial Group, LLC provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, charitable organizations, foundations, trusts, and estates. The firm customizes portfolios based on client objectives and risk tolerances, primarily using no-load mutual funds and ETFs, with ongoing rebalancing and portfolio supervision.

Derek Elleman is a financial advisor at Ridge Investment Advisors with six years of industry experience. He holds a Series 65 designation and has previously worked at Redhawk Wealth Advisors, Bondurant Investment Management, and KW Andersen Investment Group. He is also the managing member of Elleman Investment Management, LLC. Ridge Investment Advisors manages discretionary, actively managed equity and fixed-income portfolios for individuals, trusts, and corporations. The firm uses a fundamentally driven, bottom-up investment approach, focusing on U.S. large-cap equities and investment-grade fixed income, and serves both individual and institutional clients.

Christopher Berry is a Series 65-licensed financial advisor with eight years of industry experience. He is the sole advisor at Castle Wealth Group Investments LLC, an independent firm based in Brighton, MI. Berry also practices law through an affiliated legal firm, Castle Wealth Group Legal, which he has operated since 2005. Castle Wealth Group Investments LLC manages approximately $62.1 million for around 96 individual and high-net-worth clients, offering discretionary asset management, financial planning, and consulting services. The firm uses a variety of analytical methods to construct and monitor portfolios and operates with a single advisory professional across six offices.

Angela Barbash is a financial advisor at Revalue LLC with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Revalue and its affiliated entity Reconsider since 2012, with a brief tenure at Symmetry Financial in 2016. Revalue serves individual investors across wealth levels and mission-driven institutional clients, offering financial consulting, investor guidance, and discretionary investment management. The firm employs a values-driven, fundamental investment process with an ESG overlay and provides services through various engagement models, including subscription-based education, consulting, and full investment management.

Stacy Starr is a CFP® and holds a Series 65 license with three years of industry experience. She has worked at Old Oak Financial Planning, Inc. since 2022 and previously spent eight years at Quicken Loans. Old Oak Financial Planning, Inc. serves individual and high-net-worth clients with comprehensive financial planning and ongoing investment management. The firm employs a holistic, asset-allocation driven approach using fundamental and technical analysis, offering both discretionary and non-discretionary engagements with no account minimums.

Francis Bonner is a financial advisor at Estate Performance Advisors L.L.C. in Brighton, MI, holding a Series 65 designation. He has five years of experience with Estate Preservation Agency and previously worked five years at ATI Physical Therapy. Estate Performance Advisors L.L.C. offers discretionary asset management primarily through SEI’s managed account solutions, along with financial planning and consulting services. The firm conducts ongoing portfolio monitoring and periodic client reviews while utilizing third-party platforms and model programs.

Clint Kraft is a financial advisor at Kraft Capital with a Series 65 designation and two years of industry experience. Prior to joining Kraft Capital, he worked at Morgan Stanley and has experience in educational and community settings through roles at Michigan State University and Saline High School. Kraft Capital provides investment management, financial planning, retirement plan consulting, income tax preparation, and educational seminars to individuals, businesses, and charitable organizations. The firm uses a mix of passive and active investment vehicles tailored to client goals and typically manages accounts on a discretionary basis while also offering retirement plan advisory services for employers.

Kenneth Schroeder is a financial advisor with Estate Performance Advisors L.L.C. in Brighton, MI, holding a Series 65 credential and bringing eight years of industry experience. Prior to joining Estate Performance Advisors in 2019, he worked at Questar Asset Management, Inc. from 2017 to 2019. Outside of his advisory role, Schroeder serves as president of two insurance-related businesses, Estate Preservation Agency, Inc. and Golden Age Marketing, Inc. Estate Performance Advisors L.L.C. provides discretionary investment management primarily through SEI Investments’ model portfolios and mutual fund solutions, serving clients with over $30 million in assets under management. The firm offers financial planning and consulting services while overseeing client accounts within SEI’s platform.

Thomas Duncan is a financial advisor at Vision Capital Partners in Ann Arbor, MI, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Triad Advisors, LLC from 2006 to 2024. In addition to his advisory role, Duncan serves as president of an S-Corp involved in managing his business practice. Vision Capital Partners provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a modern portfolio theory-based approach with diversified, low-cost allocations tailored to client goals, and offers additional services such as family office support and business succession planning.

Andrew Perri is a financial advisor at Pinnacle Wealth Management, Inc. in Brighton, MI, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Pinnacle Wealth Management since 2007. In addition to his advisory role, he owns and operates Pinnacle Tax Advisory, LLC, where he provides tax preparation, planning, and consultation services. Pinnacle Wealth Management, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, 401(k) plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and pension consulting through discretionary and non-discretionary services, using a tiered planning approach and client education programs.

Charles Dabrowski is a financial advisor at Palatine Hill Wealth Management with 15 years of industry experience. He holds a Series 65 designation and has worked at several firms including Advisory Services Network, LLC and Telemus Capital LLC. Dabrowski is involved in several managing member roles for business entities related to cryptocurrency mining and blockchain investments. Palatine Hill Wealth Management serves individuals, retirement plans, trusts, foundations, charities, and corporate clients. The firm’s investment approach is centered on tailored client profiles and plans, offering diversified asset allocation with ongoing portfolio review and rebalancing, and it employs coordinated service with other client advisors and administrative platforms.