Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Hannah Huehn is a CFP® and holds a Series 65 license, with four years of experience in financial advising. She has worked at Plante Moran Financial Advisors since 2018, with prior roles including positions at Michigan State University and Adient. Plante Moran Financial Advisors, LLC offers investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm focuses on strategic asset allocation, manager selection, and uses a variety of analytical methods to guide equity allocations, managing a significant portion of its assets on a non-discretionary basis.

Kirk Dedenbach is a financial advisor with Plante Moran Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Comerica Securities, and Comerica Bank. He is currently involved with multiple entities within the Plante Moran enterprise, including their real estate investment and insurance divisions. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, manager selection, and uses a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.

Matthew Coursen is a CFP® and holds a Series 65 license, serving as a financial advisor at Plante Moran Financial Advisors in Ann Arbor, MI. He has nine years of industry experience, all with Plante Moran Financial Advisors since 2015. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation and manager selection, employing a mix of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.

Cameron Cahill is a financial advisor at Plante Moran Financial Advisors in Detroit, MI, holding a Series 65 designation with one year of industry experience. His prior roles include positions at TFG Advisors and Carl's Golfland, as well as time spent studying and working in various capacities during his academic years at Michigan State University. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm employs a range of analytical methods and manages both discretionary and non-discretionary portfolios, operating within the larger Plante Moran enterprise with affiliated trust, insurance, broker-dealer, and real estate advisory services.

Jessica Caldwell is a CFP® professional with eight years of experience at Plante Moran Financial Advisors in Denver, CO. She has been with the firm since 2016. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, banks, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.

Christopher Derisley is a CFP® professional with 15 years of industry experience, currently serving at Plante Moran Financial Advisors, LLC since 2009. He is also a partner at P&M Holding Group, LLP. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, and other entities. The firm uses strategic asset allocation, written investment policy statements, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions, managing a substantial portion of its assets on a non-discretionary basis.

Garrett Von Behren is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Plante Moran Financial Advisors with three years of industry experience. His prior roles include positions at Notre Dame Investment Office, United Parcel Service, Michigan State University, and St. Joseph High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm employs strategic asset allocation, written investment policy statements, and a combination of fundamental, technical, and cyclical analyses to guide investments, managing a significant portion of its approximately $23.15 billion in assets on a non-discretionary basis.

Ellis Shanley is a CFP®-designated financial advisor at Plante Moran Financial Advisors with eight years of industry experience. He has worked at several firms including Mainstreet Investment Advisors, Bank of America, Merrill, UBS, and Merrill Lynch. Outside of finance, he has experience working in the hospitality industry at Whiskey Jacks Bar and Saloon. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a range of analytical methods and manages both discretionary and non-discretionary assets, offering integrated services through its affiliation with the Plante Moran enterprise.

Andrew Nedeljkovic is a CFA® charterholder with four years of experience in the financial services industry. He has been with Plante Moran Financial Advisors since 2022 and previously worked in roles at CrossCountry Mortgage, Hardrock Concrete, and Bowling Green State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base that includes individuals, institutions, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage both discretionary and non-discretionary portfolios.

Michael King is a financial advisor at Plante Moran Financial Advisors in Chicago, IL, holding a Series 65 designation with eight years of industry experience. He has been with Plante Moran Financial Advisors since 2017 and also worked at Plante Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, banks, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through both discretionary and non-discretionary arrangements.

Douglas Coursen is a CFP® professional with 15 years of experience, currently serving as a financial advisor at Plante Moran Financial Advisors, LLC. He is also a partner at P&M Holding Group, LLP. He has been with Plante Moran Financial Advisors since 2009 and with P&M Holding Group since 2022. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, and other business entities. The firm employs a comprehensive investment approach that includes strategic asset allocation, manager selection, and a proprietary equity market valuation model, managing a majority of its assets on a non-discretionary basis.

Raymond Celaya is a CFP®, CFA®, and Series 63-licensed financial advisor with Plante Moran Financial Advisors in Southfield, MI. He has 16 years of industry experience and has been with Plante Moran Financial Advisors since 2005, also serving as a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, banks, trusts, estates, and other business entities. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, offering both discretionary and non-discretionary portfolio advisory services.

James Baird is a CFP® at Plante Moran Financial Advisors with 16 years of industry experience. He has worked at Plante Moran Financial Advisors since 1999 and has been a partner at Plante & Moran PLLC since 1994. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individuals, charitable organizations, corporations, banks, trusts, estates, and other business entities. The firm emphasizes strategic asset allocation, manager selection, and utilizes a variety of analytical methods to inform investment decisions, managing a significant portion of its assets on a non-discretionary basis.

Scott Schwartz is a CFP® with eight years of experience and is currently an advisor at Plante Moran Financial Advisors in Chicago. His prior work includes roles at the Michigan Export Growth Program and Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-high-net-worth individuals, as well as banks, trusts, estates, charitable organizations, and other business entities. The firm uses a combination of fundamental, technical, and cyclical analyses alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Aaron Chenoweth is a CFA® Chartered Financial Analyst with six years at Plante Moran Financial Advisors and three years of industry experience. His background includes roles at Amazon, Chicago Dough, and the Acton Institute. He has also been involved with Olivet Nazarene University and the Nappanee Missionary Church. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a range of analytical approaches and manages both discretionary and non-discretionary assets within the broader Plante Moran enterprise.

James Comer is a CFP® with six years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2019. His prior experience includes roles at JP Morgan Chase, Michigan State University, Michigan Beer Growler Co, and Oakland Hills Country Club. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a variety of analytical approaches and offers both discretionary and non-discretionary portfolio management within a multi-team structure.

Alexander Winnie is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and two years of industry experience. His work history includes roles at CG Financial Services and eBUYMEDIA, as well as academic positions at Michigan State University and Fr. Gabriel Richard High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individuals, charitable organizations, corporations, banks, trusts, and other business entities. The firm uses strategic asset allocation, written investment policy statements, and manager selection supported by multiple analytical approaches, managing a majority of its assets on a non-discretionary basis with client involvement in discretionary authority decisions.

Travis Dombroski is a financial advisor at Plante Moran Financial Advisors with a Series 65 license and one year of industry experience. His prior work includes roles at Herbert Financial Group and Dorian Ford, as well as positions in educational institutions such as Michigan State University and Notre Dame Preparatory High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse range of clients, including individuals, institutions, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model and manages both discretionary and non-discretionary portfolios within the larger Plante Moran enterprise.

Cartier Zori is a financial advisor at Plante Moran Financial Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Plante Moran Financial Advisors since 2022, following prior roles at Plante Moran and Phoenix Advisors, LLC. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, banks, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to develop strategic asset allocations and manage portfolios through discretionary and non-discretionary arrangements.