Retirement Income Solutions, Inc.

Robert Genereaux is a CFP® at Retirement Income Solutions, Inc. in Ann Arbor, MI, with two years of industry experience. His prior roles include positions at Bank of Ann Arbor, Central Michigan University, and Foresight Capital Management Advisors, Inc. Retirement Income Solutions, Inc. serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities by providing discretionary portfolio management, retirement and financial planning, and retirement plan consulting. The firm employs a committee-driven active management approach, including a defined Seasonal Strategy, and manages multi-billion dollars on a discretionary basis with a relatively small team of 12 advisors.

John Goff is a CFP® certificant with 21 years of industry experience, currently serving as an advisor at Retirement Income Solutions, Inc. since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in two real estate holdings companies in Ann Arbor, MI. Retirement Income Solutions, Inc. serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities with discretionary portfolio management, retirement and financial planning, and retirement plan consulting. The firm employs a committee-driven, active management approach with customized portfolios and manages multi-billion dollar assets with a relatively small team of 12 advisors.

Mark Peyser is a financial advisor at Retirement Income Solutions, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Institutional Investments Inc. and McDonald Partners LLC. Retirement Income Solutions, Inc. serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities by providing discretionary portfolio management, retirement and financial planning, and retirement plan consulting. The firm employs a committee-driven, active management approach and manages multi-billion dollars on a discretionary basis with a relatively small team of 12 advisors.

Alexander La Londe is a financial advisor at Retirement Income Solutions, Inc. He holds a Series 65 designation and has been with the firm since 2016. Prior to joining Retirement Income Solutions, he worked at SycAmoRE Homes from 2014 to 2016. Retirement Income Solutions, Inc. serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities by offering discretionary portfolio management, retirement and financial planning, and retirement plan consulting. The firm uses a committee-driven, active management approach, including a defined Seasonal Strategy, and manages multi-billion dollar assets with a relatively small team of 12 advisors.

Aaron Tanner is a financial advisor at Retirement Income Solutions, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Retirement Income Solutions since 2005. Retirement Income Solutions, Inc. serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities, providing discretionary portfolio management, retirement and financial planning, and retirement plan consulting. The firm uses a committee-driven, active management approach with customized portfolios based on client objectives and risk profiles, managing multi-billion dollars on a discretionary basis with a small team of 12 advisors.

Amy Holzer is a Series 66 credentialed financial advisor with 18 years of industry experience. She has worked at Retirement Income Solutions, Inc. since 2021 and previously held roles at Parkland Securities, Spc, and Sigma Financial Corporation. Retirement Income Solutions, Inc. serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities with discretionary portfolio management, retirement and financial planning, and retirement plan consulting. The firm employs a committee-driven, active management approach and manages multi-billion dollars entirely on a discretionary basis with a relatively small team of 12 advisors.

Megan Flynn is a CFA® charterholder with 14 years of industry experience. She has worked at Retirement Income Solutions, Inc. since 2019 and previously spent eight years at First Republic Securities Company. Flynn holds a Series 66 license and is based in Ann Arbor, MI. Retirement Income Solutions, Inc. serves individuals—including high-net-worth clients—trusts, pension and profit-sharing plans, corporations, and not-for-profit entities. The firm provides discretionary portfolio management and retirement planning through a committee-driven investment process focused on active management and customized portfolio strategies.

Brock Hastie is a financial advisor at Retirement Income Solutions, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Retirement Income Solutions since 2012. Outside of his advisory role, he is a partner with a 25% ownership stake in M4P Partners, LLC, a non-investment related real estate holdings company. Retirement Income Solutions serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities, offering discretionary portfolio management and financial planning. The firm employs a committee-driven, active management approach and manages multi-billion dollar assets with a relatively small team of 12 advisors.

Karen Chapell is a financial advisor with Retirement Income Solutions, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Retirement Income Solutions since 2012. Outside of her advisory role, she is a partner with 25% ownership in M4P Partners, LLC, a non-investment related real estate holdings company. Retirement Income Solutions serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a committee-driven, active management investment process and manages multi-billion dollar assets with a relatively small team of 12 advisors.

Evan Leroy is a financial advisor at Retirement Income Solutions, Inc. in Ann Arbor, MI, holding Series 65 and Series 66 licenses with 10 years of industry experience. He previously worked at Bank of Ann Arbor from 2015 to 2018 before joining his current firm in 2018. Retirement Income Solutions, Inc. serves individuals—including high-net-worth clients—trusts, pension and profit-sharing plans, corporations, and not-for-profit entities, providing discretionary portfolio management, retirement and financial planning, and retirement plan consulting. The firm employs an active, committee-driven investment process with a defined Seasonal Strategy and customizes portfolios based on client objectives and risk profiles.

Lisa Myers is a financial advisor at Retirement Income Solutions, Inc. in Ann Arbor, MI. She holds Series 63 and Series 65 licenses and has been with the firm since 2007. Myers has no prior industry experience before joining Retirement Income Solutions. Retirement Income Solutions, Inc. serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities. The firm employs a committee-driven, active management approach that customizes portfolios based on client objectives and risk profiles, managing multi-billion dollars on a discretionary basis with a relatively small team of 12 advisors.

Joseph Kettinger is a CFP® with 12 years of industry experience, currently serving as an advisor at Retirement Income Solutions, Inc. in Ann Arbor, MI. He has been with the firm since 2013. Retirement Income Solutions, Inc. provides discretionary portfolio management, retirement and financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities. The firm employs a committee-driven, active management investment process and manages multi-billion-dollar assets with a relatively small team of 12 advisors.

John Bailey is a CFP® and holds a Series 65 license, with five years of experience in the financial industry. He has worked at Retirement Income Solutions, Inc. since 2020 and previously was employed at Old National Bank and operated Bailey Telecommunications LLC. Retirement Income Solutions, Inc. serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities with discretionary portfolio management and retirement planning. The firm employs a committee-driven, active management approach and manages multi-billion dollar assets with a small team of 12 advisors.

Evelyn Breen is a CFP® and Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Retirement Income Solutions, Inc., where she has worked since 2022. Prior to that, she held roles at Diamant Asset Management Inc. and Diamant Investment Corporation from 2016 to 2022, as well as positions at WRIGHT Investors' Service from 2014 to 2016. Retirement Income Solutions, Inc. serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities with discretionary portfolio management, retirement and financial planning, and retirement plan consulting. The firm employs a committee-driven, active management approach that incorporates a defined Seasonal Strategy and customizes portfolios based on client objectives and risk profiles.

Kevin Decker is a CFP® with nine years of industry experience. He is currently an advisor at Retirement Income Solutions, Inc., having previously worked at The Vanguard Group, Inc. and FirstMerit Bank, N.A. Retirement Income Solutions, Inc. serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities through discretionary portfolio management, retirement and financial planning, and consulting. The firm employs a committee-driven active management process and manages multi-billion-dollar assets with a relatively small team of advisors.