ISTO Advisors, LLC

Michael Vendittelli is a CFP® with 12 years of industry experience, currently serving as a financial advisor at ISTO Advisors, LLC since 2020. He previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2015 to 2020. Outside of finance, he is a musician and general partner in Greenstreet Band LLC, a classic rock and blues band. ISTO Advisors provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, trusts, and business clients. The firm operates as a fiduciary and uses an investment committee to design customized portfolios, offering a broad range of investment options alongside non-traditional advisory services such as executive coaching and multi-generational programs.

Tyler Decoster is a CFP® professional with eight years of experience, currently serving as Director of Wealth Planning at ISTO Advisors, LLC. He previously worked at PwC from 2015 to 2017. ISTO Advisors serves individuals, trusts, retirement plans, and business clients with comprehensive wealth management, financial planning, and discretionary portfolio management. The firm operates as a fiduciary and employs a broad range of investment strategies, including the use of third-party sub-advisers, while also offering executive coaching and multi-generational coaching programs.

Joshua Kinnee is a CFP® professional with 14 years of industry experience, currently serving as an advisor at ISTO Advisors, LLC since 2019. Prior to joining ISTO, he worked at Wealth Enhancement Advisory Services and LPL Financial from 2014 to 2018. He also serves as Treasurer of the Board of Trustees of Arlington Countryside Church, where he participates in board meetings and oversees church funds. ISTO Advisors provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, trusts, and business clients. The firm uses an investment committee to create customized portfolios and offers a range of services including discretionary portfolio management and insurance products.

Makaella Caruth is a financial advisor at ISTO Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Plante Moran, Alphastar Capital Management, and Grand Valley State University. ISTO Advisors serves individuals, trusts, retirement plans, and business clients with comprehensive wealth management, financial planning, and discretionary portfolio management. The firm employs an investment committee to design and monitor customized portfolios and offers additional services including executive coaching and multi-generational coaching programs.

Christopher Fisher is a CFA® charterholder with over 31 years of experience in the financial industry. He has been with ISTO Advisors, LLC since 2016 and also serves as president of Fisher Financial Partners, a separate advisory business. Outside of his advisory roles, he serves on the board of trustees for the Allendale Association, a school and home for troubled youth. ISTO Advisors serves individuals, trusts, retirement plans, and business clients by providing comprehensive wealth management, financial planning, and discretionary portfolio management. The firm employs a fiduciary approach with customized portfolios and offers additional services such as insurance products and executive coaching.

Paul Housey is a CFP® professional with 26 years of industry experience. He has been with ISTO Advisors, LLC since 2016 and concurrently leads FlipSide Consulting, LLC. He founded the nonprofit organization Building Bridges and has held academic roles at Walsh College. ISTO Advisors serves individuals, trusts, retirement plans, and business clients, providing comprehensive wealth management, financial planning, and discretionary portfolio management. The firm operates as a fiduciary with an investment committee that designs customized portfolios and incorporates a broad range of investment instruments, alongside offering insurance products and non-traditional advisory services.

Adam Legg is a financial advisor at ISTO Advisors, LLC with nine years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining ISTO Advisors in 2022, he worked at Stonebridge Financial Partners, LLC and Northwestern Mutual. Outside of finance, he has experience working at Boulder Pointe Golf Club. ISTO Advisors serves individuals, trusts, retirement plans, and business clients, offering comprehensive wealth management, financial planning, and discretionary portfolio management. The firm operates as a fiduciary, uses an investment committee to design customized portfolios, and provides additional services such as executive coaching and multi-generational financial coaching.

Julia Maguran is a CFP® professional at ISTO Advisors, LLC with five years of industry experience. She previously worked at Plante Moran Financial Advisors and Merrill Lynch. ISTO Advisors serves individuals, trusts, retirement plans, and business clients with comprehensive wealth management, financial planning, and discretionary portfolio management. The firm operates as a fiduciary and uses an investment committee to design customized portfolios, offering a broad range of investment options and additional services such as executive coaching and multi-generational programs.

Kara Mitchell is a CFP® professional with 13 years of experience in the financial industry. She has worked at ISTO Advisors, LLC since 2016 and has been affiliated with Snook Housey Advisors, Inc. since 2013. Kara also serves as an adjunct college professor at Walsh College. ISTO Advisors serves individuals, trusts, retirement plans, and business clients with comprehensive wealth management, financial planning, and discretionary portfolio management. The firm operates as a fiduciary, utilizing an investment committee and a broad range of investment instruments, and offers additional services such as executive coaching and multi-generational financial education programs.

Jill Wall is a CFA® charterholder and financial advisor with ISTO Advisors, LLC, where she has worked since 2016. She has a total of 10 years of industry experience, including previous roles at Peterson Wiand Boes and Company and Snook Housey Advisors. Outside of her advisory work, she serves as Treasurer on the House Advisory Board of the Christ Child Society of Detroit. ISTO Advisors serves individuals, trusts, retirement plans, and business clients with comprehensive wealth management, financial planning, and discretionary portfolio management. The firm uses an investment committee to design customized portfolios and offers additional services such as executive coaching and multi-generational coaching programs.

Kathryn Gillman is a CFP® professional with 22 years of experience in the financial services industry. She has been with ISTO Advisors, LLC since 2016 and previously worked at Regal Securities and Fisher Financial Partners. Outside of her advisory role, she serves as a troop co-leader for kindergarten scouts in Highland Park, IL. ISTO Advisors serves individuals, trusts, retirement plans, and business clients, providing comprehensive wealth management, financial planning, and discretionary portfolio management. The firm uses an investment committee to design customized portfolios and offers additional services such as executive coaching and multi-generational financial coaching.