Robert Henry is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Stifel Nicolaus & Co Inc and Citigroup Global Markets. Outside of his advisory work, he serves on the Advisory Council for the Mott and Voigtlander Children's Hospital in Ann Arbor, where he participates in event planning. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

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.

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.

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.

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 the sole advisor at Whale Shark Financial LLC in Ann Arbor, MI, holding a Series 65 designation with nine years of industry experience. He previously worked at Revalue LLC from 2016 to 2018. Outside of his advisory role, Ledermann provides accounting services to nonprofit organizations. Whale Shark Financial offers discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients without account minimums. The firm employs fundamental analysis and modern portfolio theory in its long-term, discretionary investment approach, managing approximately $7.4 million across a limited client base.

Brent Bell is a CFP® professional with nine years of industry experience. He is the principal advisor at Bell Financial Planning, an independent firm based in South Lyon, Michigan. Prior to founding his firm, Bell worked at several financial services organizations including Tempus Wealth Planning, fpPathfinder, and Planning Alternatives Ltd. He also contributes to fpPathfinder by reviewing financial planning resources used by other advisors. Bell Financial Planning provides investment management and retirement-plan advisory services to both institutional and individual clients. The firm employs a Modern Portfolio Theory–based approach using third-party managers and offers a range of financial planning services, including project, hourly, and subscription models, serving a diverse client base that includes high-net-worth individuals and retirement plan sponsors.

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.

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.

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.

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.