Andrew Perri

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.

Robert Laura is an investment advisor with Wealth & Wellness Group, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been involved with Synergos Financial Group since 2009 and leads Wealth & Wellness Group since 2025. In addition to his advisory work, he is a member of Retirement Project LLC, an education-focused entity where he develops content and workshops. Wealth & Wellness Group offers portfolio management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, estates, and certain employee benefit plans. The firm employs a diversified investment approach based on modern portfolio theory and fundamental analysis and provides both discretionary and non-discretionary management alongside standalone financial planning and second-opinion services.

William Winn is a financial advisor with Fiducial Partners LLC in Brighton, MI, holding Series 65 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Wealth Financial Advisory Services, Retirement Wealth Advisors, and Newbridge Financial Group, where he remains involved. In addition to advisory work, he is an independent insurance agent and owns Newbridge Financial Group, which offers life insurance, Medicare supplement, and annuity sales. Fiducial Partners LLC provides discretionary investment management to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm constructs portfolios using equities, mutual funds, ETFs, and fixed income, managing accounts primarily on a discretionary basis with tailored strategies based on fundamental and technical analysis.

Brent Bell is a CFP® professional with eight years of experience in financial planning and investment advisory. He is the principal at Bell Financial Planning and has held roles at Tempus Wealth Planning, fpPathfinder, McCarthy Tax Preparation, Blend Financial, Planning Alternatives Ltd, and Leonetti & Associates. In addition to advisory work, he contributes to fpPathfinder by reviewing financial planning resources for accuracy. Bell Financial Planning provides investment management and retirement-plan advisory services to both institutional and individual clients, including employer-sponsored pension plans and high-net-worth individuals. The firm employs a Modern Portfolio Theory-based approach using third-party managers and offers flexible financial planning services with alternative billing structures.

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.