ISTO Advisors, LLC

Michael Vendittelli is a CFP® professional with 13 years of industry experience, currently serving at ISTO Advisors, LLC since 2020. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities LLC from 2015 to 2020. Outside of his financial advisory work, he is a musician and general partner in Greenstreet Band LLC, a classic rock and blues band. ISTO Advisors, LLC serves individuals, families, trusts, estates, retirement plans, and corporate entities with comprehensive wealth management, financial planning, and multigenerational coaching programs. The firm operates under a fiduciary standard and uses a broad range of investment options, incorporating third-party sub-advisers and technology to tailor strategies to client objectives and risk tolerances.

Tyler Decoster is a CFP® with eight years of experience in wealth planning, currently serving as Director of Wealth Planning at ISTO Advisors, LLC. He previously worked at PwC for two years. ISTO Advisors is a team of 11 professionals serving individuals, families, trusts, estates, retirement plans, and corporate entities. The firm provides comprehensive wealth management and financial planning, combining multigenerational coaching with tailored investment strategies across a broad range of assets.

Joshua Kinnee is a CFP® with 15 years of industry experience and currently serves as an advisor at ISTO Advisors, LLC. He previously worked at Wealth Enhancement Advisory Services and LPL Financial from 2014 to 2018. Outside of his advisory role, he serves as Treasurer of the Board of Trustees of Arlington Countryside Church, where he participates in board meetings and oversees church funds. ISTO Advisors provides comprehensive wealth management and financial planning services to individuals, families, trusts, estates, employer retirement plans, and corporate entities. The firm operates under a fiduciary standard and uses a broad investable universe along with third-party sub-advisers to tailor portfolios aligned with client objectives and risk tolerances.

Makaella Caruth is a CFP® and holds a Series 65 license, currently with ISTO Advisors, LLC. She has two years of industry experience, including prior roles at Plante Moran and Alphastar Capital Management. ISTO Advisors serves individuals, families, trusts, estates, retirement plans, and corporate entities, offering comprehensive wealth management, financial planning, and a two-phase “Prosperity” program that integrates financial planning with ongoing wealth management and multigenerational coaching. The firm operates under a fiduciary standard, tailoring strategies to client objectives and risk tolerances using a broad range of investment options and third-party technology for estate and tax-aware planning.

Christopher Fisher is a CFA® charterholder with 32 years of industry experience. He is affiliated with ISTO Advisors, LLC as well as Fisher Financial Partners, where he has served since 2004. Fisher serves on the board of trustees for Allendale Association, a school and home for troubled youth. ISTO Advisors works with individuals, families— including high-net-worth clients—trusts, estates, retirement plans, and corporate entities. The firm offers comprehensive wealth management and financial planning services, using a broad range of investment options and third-party technology, and also provides multigenerational coaching through its “Prosperity” program.

Paul Housey is a CFP® professional with 26 years of experience in the financial services industry. He has been with ISTO Advisors, LLC since 2016 and previously operated his own advisory and consulting businesses, including FlipSide Consulting and Snook Housey Advisors. Outside of his advisory work, he is the founder of Building Bridges, a community, civic, and charitable organization. ISTO Advisors works with individuals, families, trusts, estates, retirement plans, and corporate entities, offering wealth management, financial planning, and multigenerational coaching. The firm operates under a fiduciary standard, employs a broad range of investment options, and integrates insurance products and executive coaching services.

Adam Legg is a CFP®, ChFC®, and holds a Series 63 license, with nine years of industry experience. He has worked at ISTO Advisors, LLC since 2022, following prior roles at Stonebridge Financial Partners, LLC, and Northwestern Mutual. Before his financial advisory career, he was employed at Boulder Pointe Golf Club for six years. ISTO Advisors serves individuals, families, trusts, estates, employer retirement plans, and corporate entities, offering comprehensive wealth management, financial planning, retirement plan consulting, and a multigenerational “Prosperity” program. The firm operates under a fiduciary standard, uses a range of investment vehicles, and offers additional services such as executive coaching and leadership training through an affiliated business.

Julia Maguran is a CFP® with five years of industry experience, currently serving as an advisor at ISTO Advisors, LLC since 2024. Her prior experience includes roles at Plante Moran Financial Advisors and Merrill Lynch. ISTO Advisors, LLC works with individuals, families, trusts, estates, retirement plans, and corporate entities, offering comprehensive wealth management, financial planning, and multigenerational coaching through their “Prosperity” program. The firm operates under a fiduciary standard and employs a broad range of investment options alongside third-party technology for estate and tax-aware planning.

Kara Mitchell is a CFP® professional with 14 years of industry experience currently serving at ISTO Advisors, LLC, where she has worked since 2016. Prior to ISTO Advisors, she was with Snook Housey Advisors, Inc. from 2013 to 2017. Mitchell is also an adjunct professor at Walsh College, a role she has held since 2012. ISTO Advisors, LLC provides wealth management and financial planning services to individuals, families, trusts, estates, employer retirement plans, and corporate entities. The firm employs a fiduciary standard and offers a broad range of investment options alongside multigenerational coaching through its “Prosperity” program.

Jill Wall is a CFA® charterholder affiliated with ISTO Advisors, LLC, where she has worked since 2016. She holds Series 63 and Series 65 licenses and has three years of industry experience. Outside of her advisory role, Wall serves as Treasurer on the House Advisory Board for the Christ Child Society of Detroit, where she prepares financial reports and oversees budgeting. ISTO Advisors serves individuals and families, including high-net-worth clients, as well as trusts, estates, retirement plans, and corporate entities. The firm offers comprehensive wealth management, financial planning, and a multigenerational “Prosperity” program, tailoring strategies to client objectives while operating under a fiduciary standard.

Kathryn Gillman is a CFP® certificant with 22 years of industry experience, currently serving as an advisor at ISTO Advisors, LLC since 2016. She holds a Series 63 license and is based in Troy, Michigan. Outside of her financial advisory role, she is involved as a troop co-leader for kindergarten scouts in Highland Park, Illinois. ISTO Advisors works with individuals, families, trusts, estates, employer retirement plans, and corporate entities, providing comprehensive wealth management, financial planning, and multigenerational coaching through its two-phase “Prosperity” program. The firm employs a broad range of investment options and operates under a fiduciary standard, tailoring strategies to client objectives and risk tolerances.