Jonathan Cohen is a CFP® with 30 years of experience in the financial services industry. He is currently with CG Advisory Services and has held roles at firms including Geneous Wealth Management, WFG Investments, and The Capital Group. CG Advisory Services manages approximately $4.02 billion for a diverse client base, offering discretionary portfolio management, financial planning, retirement plan services, and consulting through a combination of proprietary model portfolios and bespoke account solutions.

Michael Rawls is a financial advisor with CG Advisory Services in Richmond, VA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior work includes eight years at VALIC Financial Advisors and five years at both Capital Asset Advisory Services, LLC and CG Financial Services. He serves on the board of the American Heart Association in a non-compensated capacity. CG Advisory Services is an SEC-registered firm that provides discretionary portfolio management and financial planning for individuals, pension plans, charitable organizations, and corporate clients. The firm employs model-driven investment strategies with oversight from an Investment Committee and incorporates AI tools alongside fundamental and technical research to tailor portfolios to client objectives.

Nicole Loden is a CFP® and holds a Series 66 license, with seven years of experience in the financial industry. She is currently with CG Advisory Services and has previously worked at LPL Financial, Evangelista & Associates, and Geneos Wealth Management. Outside of her advisory role, she operates Capital Asset Advisory Services, LLC, an independent investment advisory firm. CG Advisory Services is an SEC-registered adviser managing over $4 billion for a diverse client base including individuals, pension plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, financial planning, and retirement services through proprietary model portfolios, third-party managers, and customized investment solutions.

Aleia Macdonald is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. She is affiliated with CG Advisory Services and has held positions at firms including LPL Financial, GENEOS Wealth Management, and Advanced Wealth Strategies. Outside of financial advising, she is involved in the hospitality industry as a host and carry-out staff at Art and Jakes Sports Bar. 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 through proprietary and customized models, financial planning, and consulting services, utilizing a combination of fundamental and technical research as well as AI tools to support investment decisions.

Connor Porrell is a CFP® professional with three years of industry experience, currently affiliated with CG Advisory Services. He has previously worked at Oppenheimer & Co. Inc. and Jackson National, as well as held various roles linked to Michigan State University. CG Advisory Services is an SEC-registered adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm provides discretionary portfolio management through proprietary models and customized arrangements, offering financial planning, retirement-plan consulting, fiduciary advice, and access to alternative investments supported by AI tools and an investment committee.

Christian Whitehead is a CFP® and ChFC® with 15 years of industry experience. He is currently an advisor at CG Advisory Services and has previously worked at LPL Financial, Geneos Wealth Management Inc., and WFG Investments, Inc. Whitehead is also involved with Capital Asset Advisory Services, LLC, an independent investment advisory firm. CG Advisory Services is an SEC-registered adviser 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, third-party managers, and customized investment solutions.

Richard Adams Jr. is a financial advisor with CG Advisory Services in Charlotte, NC, holding a Series 66 credential and nine years of industry experience. He has worked with Capital Asset Advisory Services LLC, Geneos Wealth Management, and CG Financial Services of North Carolina. 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.

Emily Haberkern is a CFP® professional with 14 years of industry experience, currently serving with CG Advisory Services. Her career includes roles at LPL Financial LLC, Geneos Wealth Management, Inc., and independent advisory firms such as Capital Asset Advisory Services and Evangelista and Associates. Additionally, she is an adjunct professor at Eastern Michigan University. CG Advisory Services is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm emphasizes model-driven, discretionary portfolio management tailored to client objectives and incorporates both proprietary and third-party strategies alongside financial planning and fiduciary services.