Andrew Finnegan is a financial advisor with CG Advisory Services in Wilmington, NC, holding Series 65, Series 63, and Series 66 licenses and 17 years of industry experience. His prior work includes positions at Capital Asset Advisory Services LLC, LPL Financial, Fidelity Investments, Charles Schwab, Bank of America, Merrill, and Motif Investing. CG Advisory Services is an SEC-registered firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management through proprietary model programs and customized adviser-as-portfolio-manager arrangements, supplemented by financial planning, retirement-plan consulting, and fiduciary advice.

David Robinson is a CFP® professional with 34 years of industry experience. He is currently with CG Advisory Services and has held roles at LPL Financial, Geneos Wealth Management, and several other firms. Robinson is also involved with Capital Asset Advisory Services, LLC, an independent investment advisory business he has operated since 2009. CG Advisory Services is an SEC-registered adviser managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management and financial planning through proprietary model portfolios, bespoke account structures, and third-party managers, supported by an Investment Committee and technology-driven operational tools.

Karen Fritz is a financial advisor at CG Advisory Services with 21 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Geneos Wealth Management, Inc., and WFG Investments, Inc. Fritz has also been involved with CG Advisor Network and Capital Asset Advisory Services, LLC since 2006. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through proprietary model portfolios and customized investment strategies.

Jeffrey Roman is a CFP® professional with 14 years of industry experience, currently affiliated with CG Advisory Services. His prior experience includes roles at LPL Financial, Geneos Wealth Management Inc, Wfg Investments, Inc, and independent advisory work through Capital Asset Advisory Services and CG Financial. CG Advisory Services is an SEC-registered firm serving individuals, pension plans, charitable organizations, and corporate clients with discretionary portfolio management, financial planning, and retirement consulting. The firm employs a model-driven investment approach supplemented by AI tools and offers access to private equity and hedge funds through external platforms.

Marissa Collins is a Series 65-licensed advisor with CG Advisory Services based in Williamston, MI. She has three years of industry experience, including roles at Advanced Wealth Strategies and the Financial Wellness Collaborative, alongside academic and community involvement at Central Michigan University and Marlette Jr/Sr High School. CG Advisory Services is an SEC-registered firm serving individuals, pension plans, charitable organizations, and business clients. The firm delivers discretionary portfolio management through proprietary models and customized arrangements, combining fundamental and technical research with AI tools and access to alternative investments.

Eric Fritz is a financial advisor at CG Advisory Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Geneos Wealth Management, and WFG Investments. Fritz is also involved with Capital Asset Advisory Services, an independent investment advisory firm he started in 2003. CG Advisory Services is an SEC-registered adviser managing over $4 billion for a diverse client base including individuals, retirement plans, charitable organizations, and businesses. The firm employs proprietary discretionary model portfolios alongside third-party managers and customized private equity and hedge-fund access, supported by an Investment Committee and AI tools under human oversight.

Charles Daugherty is a financial advisor at CG Advisory Services with one year of industry experience. He holds a Series 65 designation and has worked previously at Strategic Wealth Concepts and Cottonwood Capital Advisors. His background also includes roles at Brigham Young University and D.L. Evans Bank. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, and retirement services through proprietary model portfolios and bespoke account structures.

Leonard Gilroy Solano is a financial advisor with CG Advisory Services, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior experience includes roles at CETERA Financial Specialists LLC, Securities America, Wells Fargo Advisors, and various insurance carriers. He is also involved as an owner and financial advisor at Sterling Endeavor Wealth Management and serves as a financial advisor and portfolio manager at The Patriot Financial Group. CG Advisory Services is an SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management through proprietary model programs and customized adviser-led arrangements, utilizing a combination of fundamental and technical analysis, options strategies, and alternative investments, supported by AI tools and an Investment Committee.

Sanford Prizant is a financial advisor at CG Advisory Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Asset Advisory Service since 2019, following six years at Investment Planners, Inc and IPI Wealth Management, Inc. Outside of his advisory work, Prizant serves as president of The Prizant Group Ltd, a consulting business, and works as a FINRA dispute resolution arbitrator in Chicago. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, and retirement services, utilizing proprietary model portfolios, third-party managers, and customized private equity and hedge-fund access.

Melissa Huang is a financial advisor at CG Advisory Services with a Series 65 designation. She has one year of industry experience, having previously worked at Ark Wealth Advisors, Lake Road Advisors, Penobscot Financial Advisors, Camden National Bank, Maine Savings Federal Credit Union, Northern Light Eastern Maine Medical Center, and The Home Depot. CG Advisory Services is an SEC-registered adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management using proprietary models and custom Adviser-as-Portfolio-Manager arrangements, alongside financial planning and consulting services, employing both fundamental and technical research supported by AI tools.

Cassidy Carr is a CFP®-designated financial advisor with five years of industry experience, currently practicing at CG Advisory Services since 2021. Prior to this, Carr has been involved with Carr Capital LLC since 2017. CG Advisory Services is an SEC-registered multi-team firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management through proprietary model programs and customized Adviser-as-Portfolio-Manager arrangements, complemented by financial planning, retirement-plan consulting, fiduciary advice, and access to alternative investments via third-party platforms.

Colby Smith is a financial advisor with CG Advisory Services, holding a Series 65 designation and one year of industry experience. Prior to joining CG Advisory Services, he has worked at Strategic Wealth Concepts and held roles at Brigham Young University - Idaho, Panda Express, and Idahoan Foods. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through proprietary model portfolios, third-party managers, and customized private equity and hedge fund access.

William Jenkins is a ChFC® credentialed financial advisor with 16 years of industry experience. He has been associated with Capital Asset Advisory Services, LLC since 2010. Jenkins is based in Williamston, MI. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base including individuals, pension plans, charitable organizations, and corporate clients. The firm employs discretionary portfolio management, financial planning, and consulting through proprietary model portfolios and customized account structures.

Kenneth Evangelista is a financial advisor with CG Advisory Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior firms include LPL Financial, Geneos Wealth Management, Inc., and Wfg Investments, Inc. He has also maintained long-term involvement with Capital Asset Advisory Services, LLC and Wealth Advisory Group. CG Advisory Services is an SEC-registered adviser managing approximately $4.02 billion for a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, retirement plan services, and consulting through a combination of proprietary model portfolios, third-party managers, and customized private equity and hedge-fund access.

Thomas Robertson is a financial advisor at CG Advisory Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Valic Investment Services Company for 23 years. Robertson is also involved in insurance sales across various states and carriers. CG Advisory Services manages approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, retirement services, and consulting through proprietary model portfolios and customized account structures.

Alexander Denno is a financial advisor with CG Advisory Services, holding a Series 66 designation and 11 years of industry experience. He has worked with CG Financial Services since 2015 and has held roles at Geneos Wealth Management and WFG Investments. Denno also works as an independent representative for fixed insurance products through CG Insurance Services. CG Advisory Services is an SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs proprietary model-driven portfolio management alongside customized adviser-led solutions, using fundamental and technical research supported by AI tools, and offers access to alternative investments and third-party managers.

Karen Stancombe is a financial advisor with CG Advisory Services in Brighton, MI, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at Capital Asset Advisory Services, LLC since 2020 and owns Karen Ryan Enterprises, LLC, a tax preparation and accounting business operating as Tax Saving Solutions LLC. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base that includes individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through proprietary model portfolios and customized investment solutions.

Alexandria Fulton is a Series 65-licensed financial advisor with five years of industry experience. She is currently with CG Advisory Services and previously worked at Edward Jones Investments. Fulton’s background includes roles outside finance, such as positions at Kroger and Spring Arbor University. CG Advisory Services is an SEC-registered firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management using proprietary models and customized approaches, incorporating fundamental and technical research, options strategies, and alternative investments, supported by an Investment Committee and AI tools.

Josiah Whitten is a financial advisor with CG Advisory Services in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Whitten Wealth Management, Capital Asset Advisory Services, MML Investors Services, and Mass Mutual Life Insurance Company. He is also a licensed insurance agent. CG Advisory Services is an SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management using proprietary and customized model programs, along with financial planning, retirement-plan consulting, and fiduciary advice, combining human judgment with AI tools and various investment strategies tailored to client objectives.

Wyatt Smith is a CFP® professional with five years of experience in the financial services industry. He is currently affiliated with CG Advisory Services and has previously worked at Plante Moran Financial Advisors and LPL Financial LLC. CG Advisory Services is an SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management through proprietary and customized model programs, financial planning, retirement-plan consulting, and fiduciary advice, utilizing both human analysis and AI tools in its investment approach.