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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

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Austin H

Series 65

Atlantic Mine, MI

Wellspring Investing

Austin Hilliker is a financial advisor at Wellspring Investing with a Series 65 designation and one year of industry experience. Prior to joining Wellspring Investing, he held positions at Bradway Enterprises, UP Engineers and Architects, and Gentex. Wellspring Investing serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing portfolio management, financial planning, and pension consulting services. The firm combines fundamental and technical analysis with long-term trading and options strategies, and is notable for offering pension consulting alongside individual portfolio management as a solo independent advisor.

Options & derivatives strategies Active portfolio management
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Gregory S

CFP®, Series 66

Calumet, MI

Simplified Financial Partners

Gregory Seppanen is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently the sole advisor at Simplified Financial Partners and has previously worked at firms including Sage Financial Advice, Superior National Bank, Tri-star Trust Bank, and Cetera Investment Services. He serves as a board member of the Adams Township School District Foundation, where he participates in policy matters. Simplified Financial Partners serves individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $78 million across 89 client relationships. The firm provides discretionary, long-term portfolio management and financial planning services, utilizing investment policy statements and a combination of fundamental analysis and modern portfolio theory.

Annuities
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Vidalia C

CFP®, ChFC®, Series 63

Hancock, MI

Tessara Wealth

Vidalia Cornwall is a CFP® and ChFC® affiliated with Tessara Wealth, bringing five years of industry experience. She has worked at Ballast Point Financial Planning since 2022 and has prior experience with Northwestern Mutual and roles at Utah State University and the US Department of State. Ballast Point Financial Planning, LLC provides financial planning and investment management to individual and high-net-worth clients, including young-to-mid-career professionals and business owners. The firm employs a largely passive investment approach based on Modern Portfolio Theory, utilizing diversified, low-cost mutual funds and ETFs, with a mix of discretionary and non-discretionary account management.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Tax-loss harvesting Women Professionals
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Edward S

Series 66

Houghton, MI

LPL Financial

Edward Simonsen is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 16 years before joining LPL Financial in 2023. Outside of his advisory role, he is involved with IW Solutions, LLC and Mindya LLC, both non-investment-related entities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of non-advisory financial products.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Kevin B

Series 66

Calumet, MI

Edward Jones

Business ownership considerations General retirement planning Wealth management Educators, Teachers, and Academics Founder/Business Owner Intergenerational Families Newlywed/Engaged
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Bradley S

Series 66

Houghton, MI

LPL Financial

Bradley Simonsen is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his industry career in 2024. He has prior experience with Insight Wealth Solutions and spent five years at Michigan Technological University. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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John T

Series 63, Series 65

Calumet, MI

Cetera

John Tauren is a financial advisor at Cetera with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including VOYA Financial Advisors and Pruco Securities Corporation. He is also an independent insurance agent specializing in fixed insurance products. Cetera serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored models and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Erin G

Series 66

Houghton, MI

LPL Financial

Erin Gast is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2023, Erin worked at Ameriprise for three years and has experience in accounting and education from earlier roles. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Jada H

Series 66

Houghton, MI

LPL Financial

Jada Hamar is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Her prior work includes roles at Insight Wealth Solutions and Superior National Bank, as well as various positions in the Houghton, MI area. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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John N

CFP®, Series 66

Houghton, MI

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Retirement plans for business owners (SEP, solo 401k)
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