I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.

John Conway is the principal advisor at Conway Asset Management, Inc. in Grosse Pointe Farms, MI, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Conway Asset Management since 1988. Conway Asset Management is an independent, state-registered advisory firm that provides discretionary portfolio management and limited hourly investment counseling to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental investment approach focused on companies with strong growth and conservative balance sheets, managing accounts across equities, inflation hedges, fixed income, and cash equivalents.

Frank Crosby is a Series 65-licensed financial advisor with Jamerson-Crosby Investment Advisors LLC in Detroit, MI, bringing 12 years of industry experience. He concurrently works as a full-time research scientist at the U.S. Department of Defense's Naval Surface Warfare Center in Panama City, Florida. Jamerson-Crosby Investment Advisors LLC offers investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, foundations, and endowments. The firm employs a quantitative and economic analysis-driven investment process, combining long-term asset allocation with ongoing monitoring and rebalancing, and provides free services to nonprofit charitable organizations.

Douglas Newport is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Our Investment Guy, an independent wealth management firm he established in 2018. His prior experience includes roles at Commonwealth Financial Network and Fifth Third Securities. Our Investment Guy provides wealth management and investment services to individuals, charitable organizations, corporations, and retirement plans. The firm combines passive and active investment strategies based on individualized policies and offers ongoing retirement plan consulting with a focus on advising plan sponsors and fiduciaries under ERISA.

David Rakecky is a CFP® and holds a Series 66 license, with two years of industry experience. He is the sole advisor at Tetra Wealth Management in Grosse Pointe Shores, MI. Prior to his current role, he worked at Raymond James & Associates and Rocket Mortgage. Tetra Wealth Management serves inheritors, high-net-worth individuals, and foundations or charities, generally focusing on clients with investable assets of $1 million or more. The firm provides financial planning and discretionary portfolio management with an investment approach that combines fundamental, technical, and cyclical analysis within a long-term buy-and-hold strategy, supplemented by short-term trading and options when appropriate.

Anita Prasky is a CFA® charterholder with 15 years of industry experience and serves as the sole advisor at Weil Enterprises, Inc., where she has worked since 1981. Weil Enterprises provides tailored investment advice and portfolio management to individuals, high-net-worth individuals, and corporate clients. The firm emphasizes fundamental analysis and a long-term investment approach, managing accounts on a non-discretionary basis with a focus on low turnover, tax considerations, and minimizing brokerage costs.

Raphael Hofmann is a financial advisor at Association Financial Services, LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Capital Analysts, LLC and Lincoln Investment Planning, Inc. Outside of his advisory role, Hofmann is a managing member of a firearms retail and manufacturing business and serves as a public notary. Association Financial Services primarily serves individual and small business clients with retirement, education, investment, and insurance planning. The firm offers discretionary portfolio management combined with financial consulting, incorporating both securities and non‑security investments such as fixed and fixed‑indexed annuities, and conducts educational workshops for clients.

Michael Krencicki is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Global Wealth Advisors LLC in Troy, MI. He has been with the firm since 2006. Outside of his advisory role, he is also engaged as an independent insurance agent. Global Wealth Advisors LLC provides fee-based asset management, financial planning, and retirement plan services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a modern portfolio theory and global diversification approach, primarily using mutual funds and ETFs, and offers discretionary portfolio management with ongoing monitoring and periodic reviews.

Brewster Smith is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at The Financial Planning Company in Royal Oak, MI. He has worked at his current firm since 2016 and previously spent four years at Diversified Portfolios, Inc. The Financial Planning Company offers financial planning and discretionary investment management to individuals, high-net-worth clients, qualified retirement plans, and trusts. The firm employs a long-term strategic asset allocation approach combined with enhanced indexing and quarterly rebalancing, utilizing research from Morningstar and proprietary data from Dimensional Fund Advisors.

Tarek Abouljoud is a CFA® charterholder with 15 years of industry experience and has been the sole advisor at Abram Asset Management since 2009. He is also a partner in Gourmet Food Holdings, a food distribution business where he contributes to recipe development and management. Abram Asset Management offers discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a research-driven, balanced approach to portfolio management, incorporating fundamental and technical analysis, credit-spread comparisons, and proprietary timing models, with strategies tailored to client risk tolerance and liquidity needs.

Jonathan Marko is a financial advisor at Ballers and Associates with eight years of industry experience. He holds a Series 65 designation and has maintained a concurrent legal career as an attorney at Rasor Law Firm for over 15 years. His advisory work is affiliated with his law practice, creating a niche that combines legal and financial referral services. Ballers and Associates specializes in connecting clients with legal judgments or settlements to third-party investment advisers rather than managing portfolios directly. The firm operates on a referral basis, partnering with established advisors while maintaining a legal-centric focus uncommon among independent advisory firms.

Matthew Cook is a CFA® charterholder and Series 63 registered advisor with 21 years of industry experience. He has been the principal of Cook & Associates since 2010 and has also been affiliated with LPL Financial LLC since 2009. Outside of his advisory role, he owns an insurance agency specializing in non-variable life insurance. Cook & Associates is an independent registered investment adviser managing approximately $56.6 million for about 89 clients. The firm provides individualized portfolio management and manager-selection services primarily to individuals, including high-net-worth clients, and certain charitable organizations, focusing on long-term investment strategies based on fundamental analysis and asset allocation.

Jarryd Smith is a financial advisor at Harbor Light Planning with four years of industry experience. He holds a Series 65 designation and has worked at firms including Portfolio Solutions and CACI International, as well as self-employment ventures prior to his current role. Harbor Light Planning, LLC is a fee-only, holistic financial and life-planning firm serving primarily individual clients and families. The firm offers comprehensive retainer-based planning, discretionary investment management, and tax preparation services, with an emphasis on tax-aware portfolio construction and cash-flow simplification.

Paul Cerro is an advisor at Cedar Grove Capital Management LLC in Royal Oak, MI, holding Series 63 and Series 65 licenses with one year of industry experience. He has worked in various roles including as a financial analyst for Seed Health, a consumer goods company. Prior to his current position, Paul held roles at firms such as Bank of America/Merrill Lynch and several healthcare-focused ventures. Cedar Grove Capital Management is a single-advisor investment manager offering discretionary portfolio management and customized investment policy statements. The firm utilizes fundamental analysis with both long- and short-term trading strategies across multiple asset classes and accepts performance-based fees tied to benchmarks and high-water marks.

Erik Klumpp is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Chessie Advisors, LLC. He founded Chessie Tax, LLC, a tax preparation service focused on personal and small business returns, and is also the founder and Director of Tax Operations at Magni Publicani, LLP (DBA Student Loan Tax Experts), which specializes in personal income tax preparation. Chessie Advisors is an independent, fee-only firm serving individuals and families, including high-net-worth clients, trusts, pension plans, charitable organizations, and small businesses. The firm employs a Modern Portfolio Theory-based Core + Satellite investment approach and integrates ongoing financial planning into its discretionary portfolio management services.

Robert Solway is a financial advisor at Nylrem Asset Management, LLC in Huntington Woods, MI, holding a Series 65 designation with nine years of industry experience. He has been with Nylrem Asset Management since 2016. Nylrem Asset Management provides investment advice, portfolio management, and financial planning to private and high-net-worth individuals across various account types. The firm emphasizes long-term, diversified asset allocation with a focus on tax implications and after-tax returns, operating on an hourly, consultative basis without discretionary trading authority.

David Sutts is a financial advisor at R.J. Sutts & Company with 29 years of experience in the industry. He holds a Series 65 designation and has been with the firm since its founding in 1997. R.J. Sutts & Company provides investment advisory services to individuals, families, and trusts, focusing on risk assessment, investment strategy, portfolio management, and withdrawal planning. The firm manages approximately $9.7 million on a discretionary basis for about 40 clients, utilizing technical, fundamental, and macroeconomic analysis to construct diversified portfolios primarily composed of no-load mutual funds and ETFs.

Jody Medford is a CFP® professional with 16 years of industry experience and serves as the sole advisor at Lineguard Investments, LLC. He has been with Lineguard since its founding in 2011. Lineguard Investments provides discretionary investment management and limited financial planning to individuals, high-net-worth clients, trusts, estates, pension plans, corporations, and charitable organizations. The firm focuses on customized portfolios using mutual funds, ETFs, and individual securities, employing a quantitative, income-driven rebalancing strategy while serving a diverse client base that includes charitable organizations.

David manages the finances for a group of families and business owners in Oakland County, Michigan. His expertise includes investment advisement, risk management, education planning, longevity planning, social security planning, estate planning, tax consultations, life insurance, charitable giving, and Medicare resources. He prioritizes meaningful personal relationships and provides honest advice. David attended Central Michigan University where he earned his Bachelor’s degree majoring in Personal Financial Planning. After graduation, he gained experience working as a financial advisor for two Fortune 500 firms over seven years before opening his independent practice, Deller Wealth Management, in 2018. Clients deserve personalized solutions from professionals they know and trust. David’s focus is getting to know you and your family financially in order to understand your goals. He provides a tailored approach to best meet your financial objectives. David is dedicated to providing the latest technology and resources to his clients in an endeavor to create an ideal client experience. “How can I help? It’s a simple but powerful question. I’d love to hear your story, learn who you are and how I can help.”

Thomas Jones is a CFP® and holds a Series 66 license, with 15 years of experience in financial advising. He is the sole advisor at Thomas Jones Financial LLC, which he founded in 2009. In addition to his financial advisory work, Jones is also an attorney operating Thomas Jones Legal PLC, providing general legal services and dedicating approximately half of his professional time to legal practice. Thomas Jones Financial LLC primarily serves individual investors, business entities, estates, and trusts, offering fee-only, non-discretionary investment management and financial planning. The firm employs a top-down investment approach focused on strategic asset allocation, low-cost funds, and after-tax outcomes, and integrates affiliated legal services including estate planning and tax preparation.