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.

Jason Mcelroy is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Worldwide Capital Advisors, LLC. He previously worked at First Allied Advisory Services, Inc. and First Allied Securities. In addition to his financial advisory role, he owns and operates Downriver Income Tax, a tax preparation and accounting business. Worldwide Capital Advisors, LLC offers discretionary asset management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm manages approximately $84.3 million in assets across about 380 client relationships, using a range of analysis methods and providing tailored investment strategies with ongoing portfolio monitoring.

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.

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.

Anthony Daneshyar is a financial advisor at Measured Path Capital, LLC in Canton, Michigan. He holds the Series 66 designation and has experience working at firms including Populus Group, LPL Enterprise, and PRUCO Securities, as well as a long tenure at Ford Motor Company. His background includes roles in both the financial services industry and corporate sector. Measured Path Capital, LLC is a Michigan state-registered investment adviser that provides non-discretionary portfolio management, coordinates financial planning through third-party firms, and offers hourly consulting and investment education. The firm focuses on diversified, low-cost investment vehicles and combines fundamental and technical analysis to inform timing and risk management.

Christopher Ford is the sole advisor at Ford Financial Fitness, LLC, an independent, fee-only registered investment adviser. He holds a Series 65 designation and has one year of experience in investment advisory services. Ford also works as a mortgage originator at Rocket Mortgage, where he has been employed since 2010. Ford Financial Fitness provides discretionary and non-discretionary investment management as well as financial planning services primarily for high-net-worth individuals. The firm employs a mix of passive and active investment strategies based on fundamental and cyclical analysis, and it offers clients options for socially conscious investing and customizable restrictions.

Alan Caldwell is a CFP® and Series 65-licensed advisor with six years of industry experience. He is the principal of On Track to Retire LLC, where he has worked since 2019. His prior experience includes roles at Origin Financial and several community-focused organizations. On Track to Retire LLC offers financial planning and investment advice to individuals and high-net-worth clients, emphasizing customized plans that incorporate fundamental analysis and modern portfolio theory. The firm uses a fee structure based on fixed and hourly planning fees and does not manage assets on a discretionary basis.

Stephanie Squires is a financial advisor with Colloquium Asset Management, Inc. in Canton, MI, holding a Series 66 designation and 14 years of industry experience. She has worked with Concorde Investment Services, LLC, Great Point Capital, LLC, and Cambridge Investment Research, among others. Outside of her advisory role, she serves as a paralegal for an immigration and defense attorney and prepares individual and business tax returns through separate business activities. Colloquium Asset Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and business owners. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative analysis, offering tailored investment strategies and ongoing monitoring primarily for non-discretionary accounts.

Shelisa Fields is a financial advisor at Williamson Ross Financial with six years of industry experience. She holds a Series 65 designation and has worked at Williamson Ross Financial since 2016, following an 11-year tenure at Ford Motor Credit Company. In addition to her advisory role, she serves as an adjunct professor at Trine University, teaching undergraduate finance courses. Williamson Ross Financial provides personal wealth management, non-discretionary portfolio management, guided portfolio recommendations, and retirement plan consulting to individuals, families, high-net-worth households, and small businesses. The firm employs a top-down investment approach based on Modern Portfolio Theory and offers primarily non-discretionary services, combining adviser selection, educational workshops, and consulting arrangements.

Corey Voorman is a financial advisor at Voorman Investment Counsel LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Berndt & Associates, Karstens Investment Counsel, Bank of America, and Merrill Lynch. Outside of his advisory role, he serves on the board of Rooted Ministries Inc., participates in a musical project called The City Inside, and is Vice President of the Sigma Chi Detroit Alumni Chapter. Voorman Investment Counsel LLC provides fee-only investment advisory services to individuals, trusts, estates, corporations, charitable organizations, and pension or profit-sharing plans. The firm employs a combination of fundamental, technical, and charting analysis, offering both long- and short-term strategies tailored to client objectives, risk tolerance, and liquidity needs.

Hussien Fawaz is a CFP® professional with 17 years of industry experience, operating through Ydream Financial Services, Inc. in Canton, MI. He has been with YDFS since 2003 and also owns a separate accounting, tax, and technology consulting business. Ydream Financial Services provides personalized financial planning and investment management to a diverse client base including individuals, small business owners, corporate executives, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a financial-planning-led investment approach that emphasizes long-term passive strategies supplemented by fundamental, technical, and cyclical analysis, managing client portfolios on an individualized, discretionary basis.

Steven Pierce is the principal of Pierce Financial LLC in Ann Arbor, MI, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Chisholm & Darden Investment Advisors and LPL Financial LLC. Pierce 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, including ongoing portfolio management and pension/401(k) consulting. The firm employs a combination of charting, cyclical and fundamental analysis, and uses both long- and short-term trading techniques, including options and margin, while offering pension consulting services alongside active trading strategies.

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 a financial advisor at Geddi Capital LLC with a Series 65 credential and four years of industry experience. He has worked in nonprofit roles focused on domestic violence intervention and grant writing since 2017. Geddi Capital provides portfolio management and financial planning primarily for individual clients, managing about $3.1 million across roughly 53 accounts. The firm uses a tactical, macro-driven investment approach that integrates predictive economic models, quantitative signals, and tax-aware strategies.

Charlie Cook is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He is the principal of Coriander Financial Group LLC, an independent firm he joined in 2024 after 11 years at Columbia Asset Management LLC. In addition to his advisory role, he owns and operates a tax preparation business serving select individual clients. Coriander Financial Group provides wealth management services to individuals, high-net-worth clients, and trusts, combining discretionary portfolio management with comprehensive financial planning and tax-strategy services. The firm employs a long-term, tax-aware investment approach that integrates passive index allocations with actively managed securities and emphasizes strategies such as tax-loss harvesting and Roth conversion timing.

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. Prior to founding his firm, he worked at Bank of America and Merrill Lynch. He also serves as CFO of Transmed Mobility, a non-medical emergency transportation service for group homes. Boardwalk Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses with investment management, financial planning, and employee benefit plan services. The firm primarily employs passive investment strategies using low-cost index funds and ETFs, while also providing pension and employee benefit plan consulting.

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.