Robert Henry is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Stifel Nicolaus & Co Inc, Wells Fargo Advisors LLC, and Citigroup Global Markets. Henry serves on the Mott and Voigtlander Advisory Council for a children's hospital in Ann Arbor, MI. Stifel serves a wide range of clients including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to inform asset allocation and financial planning.

Adam Du Bois is a financial advisor at Cetera with a Series 66 designation and one year of experience in the industry. Outside of advising, he is involved with MoldPro and Caballero Financial Advisory. Adam graduated Magna Cum Laude from Eastern Michigan University, where he studied Business Administration. Cetera Investment Advisers LLC serves a diverse client base, including individuals, corporations, retirement plans, and institutions, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement plan services, utilizing multiple investment platforms and third-party managers.

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.

Philip Tribble is a CFP® professional with nine years of industry experience, currently operating Tribble Financial Planning in Ann Arbor, MI. He previously worked at Arbor Trust Wealth Advisors and AXA Network. Outside of financial advising, he serves as a paid high school football official in Michigan, a role he has held intermittently over the past nine years. Tribble Financial Planning is an independent, fee-only advisory firm focused on financial planning for individual clients through both ongoing and project-based engagements. The firm emphasizes comprehensive written plans covering retirement, tax, estate, and other areas, providing investment analysis and asset allocation recommendations without managing client assets or custody.

Robert Oliver is a CFP® and CFA® with 15 years of industry experience. He founded Oliver Financial Planning LLC in Ann Arbor, MI, and has been leading the firm since 2005. In addition to his advisory work, he serves as the administrative manager of a family investment-related business for his wife's parents. Oliver Financial Planning is an independent, fee-only registered investment adviser that provides ongoing financial planning and investment advice to individuals, including some high-net-worth clients, as well as two privately held Florida limited-liability companies. The firm emphasizes a buy-hold-and-rebalance approach using primarily low-cost mutual funds and ETFs, and operates under a fixed program and hourly fee model without discretionary management or custody of client assets.

Nikhil Majithia is a CFP® and CFA® with eight years of industry experience, currently serving as the sole advisor at Vedanta Sentinel Investment Advisors in Ann Arbor, MI. His prior roles include positions at TTEC Financial, National Debt Relief, and Foreside Financial Group. Vedanta Sentinel Investment Advisors provides discretionary asset management for pooled and institutional accounts, as well as investment consulting and retirement-plan advice. The firm employs a combination of long-term strategic allocations with actively managed tactical and global-macro strategies, utilizing various analytical approaches and typically maintaining discretionary trading authority.

Samuel Fineberg is the sole advisor at Fineberg Wealth Management, LLC in Ann Arbor, MI, holding a Series 66 designation with 13 years of industry experience. He has managed his independent advisory firm since 2012. Outside of his advisory role, he has been involved in rental property management since 2008. Fineberg Wealth Management serves individual clients by providing discretionary investment supervisory and portfolio management services without account minimums. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to build diversified portfolios and employs various trading strategies, conducting regular account reviews.

Surin Mong is a financial advisor at Milieu Personal Finance LLC with a Series 65 credential and one year of industry experience. He has prior experience at Choate, Hall & Stewart and several biotechnology firms, and is currently employed as an Associate Director of Licensing at the University of Michigan, where he focuses on developing and licensing academic innovations. Milieu Personal Finance LLC provides fee-only financial planning and discretionary investment management primarily for individual clients, including both non–high-net-worth and high-net-worth individuals. The firm combines modern portfolio theory with passive and active strategies, offers ESG options, and emphasizes serving non-HNW clients through comprehensive and project-based engagements.

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.

At Iron Branch Wealth we believe that having wealth comes with both opportunity and responsibility. As families accumulate assets, their financial lives naturally become more complex and lines between investments, tax considerations, estate planning, business interests, and long-term goals become blurred. Our goal is to bring clarity and structure to that complexity. We help attorneys and business owners as well as their families coordinate the financial decisions that shape their wealth and legacy, by focusing on how each piece of their financial lives work together to form a long-term strategy spanning multiple generations. Rather than approaching wealth management as a collection of isolated services, we operate as a central advisor for the family. Think of us as the Family CFO, we help organize and guide the broader financial team. This means coordinating with accountants, estate attorneys, and other professionals while integrating investment management, tax awareness, and comprehensive planning into a single framework. Resulting in a more intentional approach to wealth guided by proactive decisions. Our philosophy is grounded in prudence and proactive advice to target an optimized long-term financial plan. By combining these principles, we help clients navigate important life and financial decisions with confidence. The ultimate goal is not simply managing assets, but helping families preserve, grow, and transition wealth so it can support both their current lives and the generations that follow.

Edward Ledermann is a financial advisor at Whale Shark Financial LLC with nine years of industry experience. He holds a Series 65 credential and has previously worked at Revalue LLC and SW North America, Inc. Outside of Whale Shark Financial, Mr. Ledermann provides accounting services to nonprofits. Whale Shark Financial offers discretionary portfolio management and one-time financial planning to both high-net-worth and non-high-net-worth individual clients. The firm manages client assets directly, employs written Investment Policy Statements, and uses fundamental analysis and modern portfolio theory with a long-term trading orientation.

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.

Steven Pierce is the principal of Pierce Financial LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Pierce Financial since 2004 and also worked at Chisholm & Darden Investment Advisors for 10 years. He serves as a volunteer board member of the Ann Arbor Symphony Orchestra. Pierce Financial LLC provides investment advisory services to individuals, charitable organizations, and business entities, offering portfolio management and pension/401(k) consulting. The firm employs a blend of charting, cyclical, and fundamental analysis, utilizing both long- and short-term trading techniques, including options and margin.

David Palmer is a financial advisor with Wealth Management Partners of Michigan, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Wealth Management Partners of MI since 2003. Palmer serves as corporate secretary for Palmer Productions Group Inc., a business owned by his wife, in name only to meet state corporate requirements. Wealth Management Partners of MI is a fee-only advisory firm serving individual retail investors and sponsors of smaller retirement plans. The firm employs a client-driven process to develop investment profiles and policy statements, favoring long-term, passive portfolios constructed from ETFs, institutional no-load mutual funds, and managed futures, typically providing non-discretionary advice coordinated with third-party portfolio managers.

Jesse Geary is the sole advisor at Geddi Capital LLC in Ann Arbor, MI, holding a Series 65 credential with five years of industry experience. Prior to founding Geddi Capital, he worked in nonprofit roles focusing on violence intervention and peacemaking. Since 2022, he has served as a grant writer for a domestic violence assistance nonprofit. Geddi Capital provides individualized investment management and retirement-focused financial planning for individual clients. The firm employs an actively tactical investment approach that integrates third-party predictive algorithms with quantitative and fundamental analysis to adjust portfolio allocations across multiple asset classes.

Fadi Issa is a financial advisor at Boardwalk Wealth Management in Ann Arbor, MI, holding a Series 66 designation with seven years of industry experience. He previously worked at Bank of America and Merrill Lynch, and he has experience managing a food service business. Outside of advisory services, Issa serves as CFO for Transmed Mobility, a non-medical emergency transportation provider for group homes. Boardwalk Wealth Management offers investment management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a passive investment approach using index funds and ETFs supplemented by various analytical methods and provides pension consulting and employee benefit plan services uncommon among firms of similar size.

Peter Savarino is the sole advisor at Creo Global Capital LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has led Creo Global Capital since 2013, providing investment management and advisory services. Creo Global Capital LLC serves primarily high-net-worth individuals, trusts, and other individual clients, offering tailored portfolio management and investment advice across equities, ETFs, mutual funds, and occasional private placements. The firm constructs diversified, tax-aware portfolios with a focus on both macroeconomic themes and individual security selection, operating a non-discretionary advisory model and sponsoring a simplified wrap fee program.

Kenneth Basel is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Stepping Stone Advisors, LLC since 2018. He previously worked at Charles Schwab & Co., Inc. and concurrently holds a position as a Personal Financial Counselor with the Department of Defense/Office of the Secretary of Defense. Stepping Stone Advisors is a single-advisor firm providing comprehensive financial planning and customized investment management to individuals, families, and high-net-worth clients. The firm emphasizes holistic planning and utilizes a blend of passive management and various analytical methods to guide investment decisions, delivering services through written plans and subscription-based engagements without accepting custody of client assets.

Thomas Hardy is a CFP® professional with 15 years of experience in financial advising. He has led Hardy Financial Planning since 2007 and has served as an Adjunct Professor of Finance at Cleary University since 2004, where he teaches courses in Finance, Investing, and Financial Planning. Hardy Financial Planning is an independent firm serving individuals, trusts, estates, and business entities with fee-only financial planning, investment advisory, and consulting services. The firm offers tailored portfolio management that incorporates both fundamental and technical analysis, including options strategies, and provides retirement-plan consulting for employers.