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.

I'm Paul, and I have been right where you are. I have a set of 13-year-old triplets, an 11-year-old, and a spouse with a demanding full-time career. Time is something you feel like you don't have, yet it also haunts you if you don't feel confident about some aspect of your finances. I get what you are going through, working extremely hard and watching the years go by swiftly because that is my life, too. That's why, when my triplets were born, I founded TAMMA. I saw firsthand how my family struggled with financial anxiety and the challenges and pressures it caused. This is one of the reasons I chose to become a financial advisor and build my firm: to help bring peace of mind to others. Now, I offer you that same path to financial health so you can achieve peace and security. Many busy families like yours are experiencing relief and confidence from obtaining a financial advisor in their corner, and you can too.

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.

David Adamse is a financial advisor at Wellsage Wealth Management LLC in Northville, MI, with six years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at JP Morgan Chase & Co and Harman International. He is president of Wellsage Advisors LLC, a business advisory and consulting firm, and previously established MindMint Media LLC to create financial literacy materials, though that venture is currently dormant. Wellsage Wealth Management LLC provides discretionary portfolio management, financial planning, and financial education services to individuals, high-net-worth clients, family offices, and small businesses. The firm emphasizes cost-efficient, long-term portfolio construction using low-cost ETFs and tailored allocations, complemented by a financial education program including seminars and workshops.

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 principal of XLM Capital Management, an independent advisory firm based in Dexter, MI. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Mckee has led XLM Capital Management since its founding in 2003. XLM Capital Management provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals, estates, and businesses. The firm focuses on direct equity and options strategies, constructing concentrated portfolios tailored to each client's objectives and risk tolerance without using pooled vehicles or mutual funds.

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.

Robert Boutin is a financial advisor at Physicians' Financial L.C. in Northville, MI, with 15 years of industry experience. He holds a Series 66 designation and has been affiliated with Physicians' Financial L.C. and Midwest Financial Education L.C. since 2011. Physicians' Financial L.C. provides personal wealth planning primarily for medical professionals, combining investment management with income tax planning, life and disability insurance, and financial counseling. The firm employs a long-term, disciplined investment approach using diversified, risk-based model portfolios and offers a combination of advisory, insurance, and tax services within a single practice.

Richard Gillikin is the sole advisor at GilliKin Advisors Limited in Farmington Hills, MI, holding a Series 65 credential with 11 years of experience in financial advising. He has also served as President and CPA at Gillikin & Associates, CPA, PC since 1982. Outside of advisory work, he manages Timber Ridge Associates, Inc., an office building management and leasing business. GilliKin Advisors Limited provides personalized, non-discretionary investment advisory and portfolio management services to a small group of individual clients. The firm integrates investment guidance with tax and accounting considerations through its affiliation with an established CPA practice.

Richard Probst is a CFP®-designated financial advisor with 45 years of industry experience. He has been with Fountainhead Financial Management, Inc. since 1998 and previously worked at Linsco/Private Ledger Corp. He is involved in a family business focused on agricultural and food processing byproduct and waste recycling, providing management and business advice. Fountainhead Financial Management, Inc. is an independent firm offering financial planning services on a fixed fee or hourly basis.

Omar Ezz is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at Olive Tree Asset Management. His prior roles include positions at Blue Chip Partners, General Motors, Accenture Strategy, and Azzad Asset Management. The firm provides investment management and financial planning services to individuals, employer-sponsored retirement plans, charitable organizations, and businesses. Olive Tree Asset Management combines fundamental security analysis with Modern Portfolio Theory, managing diversified portfolios through both passive and active vehicles, and is notable for its work with institutional clients and pension consulting services.

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.

Jeffrey Grad is the principal of Grad Wealth Management PLLC in Livonia, MI, where he has worked since 2024. He holds a Series 66 designation and has six years of industry experience. Prior to founding his firm, he worked at Founders Financial Securities, LLC for five years. Outside of advisory work, he owns Grad & Shoemaker, PC, a tax and accounting practice. Grad Wealth Management provides financial planning, consulting, and retirement plan services to individuals, high-net-worth clients, and business entities. The firm matches client objectives and risk profiles to third-party model portfolios, monitors those managers regularly, and offers written financial plans and hourly consulting engagements.

John Mcgonagle is a CFP® professional with 15 years of experience in financial advising. He is the sole advisor at Asset Architects, LLC, an independent firm he has led since 2015. In addition to his advisory role, he spends a portion of his time working as a licensed insurance agent. Asset Architects, LLC provides personalized financial planning and consulting to individuals and high-net-worth clients, operating on a fee-based, referral model rather than direct portfolio management. The firm also offers commissioned insurance products and coordinates with third-party money managers to execute trades and manage client assets.

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.

Bernard Shinkel is a financial advisor at Alpha Investment Management, Inc. in Novi, Michigan, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with Alpha Investment Management since 2010. Alpha Investment Management is an independent Michigan-registered advisory firm serving high-net-worth individuals, family limited partnerships, corporate pension and profit-sharing plans, and charitable organizations. The firm employs a top-down, macro-oriented investment process that emphasizes diversified global portfolios with low-cost ETFs and index funds, focusing on risk management and steady returns.

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.

Michelle Brow is a financial advisor at Full Bloom Financial with 12 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior experience includes roles at StraitGate Financial LLC and Michigan Securities, Inc. Full Bloom Financial is an independent, fee-only registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, and other businesses. The firm provides wealth management and comprehensive financial planning services, employing a strategic asset allocation approach that incorporates both passive and active investment vehicles, with a focus on non-discretionary portfolio management and coordination with outside managers.