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in Michigan

Adam Funk

Financial Planner

Savings Coach LLC

Adam Funk CFP has been serving new investors as the Savings Coach for 20 years. He has been helping people open new investment accounts as it is behavior that is most important in building wealth. The younger you can start saving and investing, then the quicker those investments can begin compounding and growing for you.

Ben VerWys

Financial Advisor

Fiduciary Financial Advisors

As a Fiduciary, independent Financial Advisor, I perform two types of work 1) financial planning and 2) managing investments. This work is done in an Advisor capacity only. We have no affiliations with any brokerage firms, sell no products, and accept no commissions. Fiduciary Financial Advisors was founded with a simple approach: the client's best interest comes first. Always. To that end, our team works in a manner that is anti-commission, fee-only, low fee oriented, and fully transparent. We are committed to our firm credo: 'In God we trust, everyone else must bring data' or put differently ‘Math wins.’ My specializations: * I work with Business Owners & Executives on everything from sale guidance, exit planning, and succession to concentrated stock, corporate cash, retirement planning, and financial life management. * I work specifically with Technology company Leadership, including Founders and Management through my direct role as an Advisor on the Techvisory advisory board * As a result of my past work helping business owners sell, I developed particular expertise in 'sudden money' situations such as inheritance, business sale, or legal settlement.. * Currently, I manage the personal financial accounts for a large number of Attorneys. I didn’t set out for this, it just happened but has become a specialty over time. As a Fiduciary Financial Advisor, I have sworn the 'Fiduciary Oath' which holds these five principles: 1. I will always put your best interests first 2. I will avoid conflicts of interest 3. will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional 4. will not mislead you, and I will provide conspicuous, full, and fair disclosure of all important facts. 5. I will fully disclose, and fairly manage, in your favor, any unavoidable conflicts

Philip Weiss

Principal

Apprise Wealth Management

Phil founded Apprise Wealth Management. He started his financial services career in 1987 working as a tax professional for Deloitte & Touche. For the past 20 years, he has worked extensively in the areas of personal finance and investment management. Phil is both a CFA charterholder and a CPA. In addition, he has served as a featured media spokesperson and has written weekly commentary on market-related topics. His investment approach favors the long term, as well as assessing the value and fundamentals of the assets in which he invests. He launched his own Registered Investment Advisor (RIA) business so he could provide financial planning, personal finance, and investment management services and education to those looking for assistance. He believes it is a privilege to help others plan for their financial future. Phil grew up in Livingston, New Jersey and graduated from Rutgers University with a BS degree in Accounting. He also attended Duke University for three years where he was a Psychology major. He and his wife, Diana, live in Maryland and are proud parents of four children. Phil enjoys following his favorite sports teams, reading, and spending time with his family at home, on the fields, and when traveling. Phil continues to coach many of the youth sports teams that his children play for.

Anthony Watson

Founder & President

Thrive Retirement Specialists

Before founding Thrive Retirement Specialists, Tony spent eight years serving as the Chief Investment Officer of a firm where he provided advice and investment management services to over 600 individuals representing at the time over $1.5 billion of investments. Before this, Tony served as Vice President at J.P. Morgan Private Bank where he advised high- and ultra-high net worth individuals on all matters of wealth including investments, portfolio construction, portfolio management, and retirement planning.Tony lives in Dearborn, Michigan with his wife Dawn and daughters Emma and Anna.

Lindsay Tran

Managing Partner/Advisor

Synergy Financial Group

I am a managing partner at Synergy Financial Group and have been involved in the financial service industry for over 5 years. The business was started by my father, Jamie Wing, over 32 years ago. In recent years, I have worked closely with him to learn from his many years of experience, making the business second-generation. I am a proud Grove City College Alumni holding a B.S. degree in Finance. I am a dually registered representative, holding a Variable Contracts Series 6 registration, Series 65 registration, and life and health license. I have a passion for creating long-lasting relationships and serving others in my community through assisting in financial planning, retirement plans, and life insurance. In my free time, I enjoy meeting new people in my community, baking, and spending time with my family and friends.

Jill Carr

Senior Wealth Advisor

Stephens Wealth Management Group

Jill is a passionate financial advisor, continually striving to find new ways to exceed her clients' expectations with her depth of knowledge in taxes, estate planning, and personal finance. Empowering her clients to increase their own financial literacy and understanding of wealth management is fundamental to Jill’s consulting approach. At SWMG, Jill also implements our investment strategy, serves as a key member of our Investment Committee, and is a leader in our retirement plan practice. Jill additionally writes a bi-monthly blog, Jill’s Journal, aimed at newer investors.

Richard Feight

Financial Advisor

IAM Financial, LLC

My super-power is organizing things. I LOVE trying to make things fit. My background is in finances so naturally, I like organizing people’s money. I am also spiritually oriented and enjoy looking at things on a deeper level. Money has always impacted me. Growing up, we lived in the biggest house and had the nicest cars. Our family motto was "he who dies with the most toys, WINS!" We had two corvettes with the license plates TOY 2 and TOY 3. Apparently, TOY 1 was taken. It's a great motto if you get to enjoy them. But I didn't see my Dad too much. He was a workaholic. One year my Dad was writing an article for work about timeshares. We went to Florida, the Timeshare Kingdom. The year was 1987. It was the year my grandma died. My Mom made him buy the timeshare on the spot. Up until then we'd camped or taken an overnight vacation every now and then. But not often, and time was slipping away. My brother was in high school and I was in middle school. We finally had something to look forward to every year. That one week together at the golf course, or on the beach. In 1997 I started working at my Dad's company doing financial planning. He introduced me to The Millionaire Next Door by Thomas Stanley and I started saving money. I also got to spend a lot of time with him. But there was always a strain around money. It seemed like there was always a balance between time and money. You could have one or the other, but not both. I think it comes from the motto he taught me early on that time is money. In 2007 my son Tyler was born and something had to change. I had to figure out a way to have both time and money. In 2008 I started IAM Financial because I wanted to change my relationship with money and share it with the world. Now, I'm a self-made millionaire and take summers and December off. I had a client tell me "I want to do something in my next phase in life that will give me a little money and doesn't require 80hrs a week. Kind of like you." He makes $700,000/yr and has a net worth of over $3.5 million. But he knows the value of time and money. Oh, and my kryptonite is telling people no. So I'm working on an online course that'll teach others how to organize their money so they can enjoy life.

Jason Tank

Front Street Wealth Management

Jason is the founder of Front Street Wealth Management, serving individuals and families as a fee-only wealth manager in the Traverse City area for over two decades. Before becoming a fee-only investment adviser and financial planner, Jason practiced as an actuary specializing in investment and liability risk management for Allianz Life Insurance Company and ReliaStar Investment Research, both located in Minneapolis, Minnesota.

John Bush

CGN Advisors, LLC

My deep interest in personal finance became apparent during my undergraduate studies. After graduation, I worked a few years in science research and development and then completed an MBA with a Finance concentration. My first position in the industry was as a tax preparer. This set the stage for pursuing and obtaining the Enrolled Agent designation. As an Enrolled Agent, I take particular interest in reducing clients lifetime taxability through tax-efficient accumulation, withdraws, and timely Roth conversions.

I joined VanderPol Investments in 2022 and have been passionate about helping individuals and families build comprehensive financial plans while coordinating each aspect of their financial life since the beginning of my career. I graduated from Calvin University with a degree in Financial Planning a... [One thing I want my clients to know about me is:] I value the partnership between advisor and client and consider it a privilege to walk alongside clients as they build financial confidence, prepare for retirement, and use their wealth to make a meaningful impact. The opportunity to develop lasting relationships and help people navigate important financial decisions is what drew me to this profession, and it continues to inspire me to grow and refine my craft every day.

Matt Bowden, a Canton native, joined RFC Financial Planners in 2017 because of the positive reputation that they have in the community and how the RFC team focuses on exceeding clients’ needs and upholding the highest standard of service. Matt is passionate about following a disciplined, rules-based...

Driven by creativity, discipline, and an unshakable work ethic, Lucas brings the same intensity to finance that once made him an NCAA Division I swimmer. After graduating from the University of Michigan with a degree in Economics, Lucas has made great strides in his career in the investment manageme...