Seth Houle is a CFP® certificant and Series 65 license holder with two years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors. His prior work includes roles at Michigan State University, Blue Water Convention Center, and various educational and recreational institutions. 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 analysis to guide investment decisions, managing a significant portion of assets on a non-discretionary basis.

Andrew Barber is a CFP® and holds a Series 65 license, with five years of industry experience. He has been with Plante Moran Financial Advisors since 2020. His prior work includes roles at the University of Michigan, Comcast, and Palatine Hill Wealth Management. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Hans Kronsbein is a CFP® and Series 63-registered financial advisor with Plante Moran Financial Advisors in Grand Rapids, MI, where he has worked since 2001. He has 18 years of industry experience and is also a partner at Plante & Moran PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individuals, charitable organizations, corporations, banks, trusts, estates, and other entities. The firm emphasizes strategic asset allocation, manager selection, and a proprietary equity market valuation model, managing a majority of its approximately $23.15 billion in assets on a non-discretionary basis.

William Ulle IV is a CFP® and holds the Series 65 designation with six years of industry experience. He has worked at Plante Moran Financial Advisors since 2018, following a brief tenure at Enterprise Rent-A-Car and a period 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, and charitable organizations. The firm employs a variety of analytical methods and manages both discretionary and non-discretionary portfolios, operating as part of the broader Plante Moran enterprise with affiliated trust, insurance, broker-dealer, and real estate advisory services.

Logan Ziegler is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previous work history including roles at CincyTech and Pine Lake Capital. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Daniel Taylor is a CFP® professional with five years of experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2019. His prior roles include positions at Ann Arbor State Bank and the University of Michigan. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis alongside proprietary equity valuation to manage portfolios through discretionary and non-discretionary arrangements.

Kristen Fillmore is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors in East Lansing, MI. She has 10 years of industry experience and has been with Plante Moran Financial Advisors since 2015. 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 emphasizes strategic asset allocation and manager selection, managing a majority of its assets on a non-discretionary basis with client involvement in discretionary decisions.

Philip Clark is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2008. He is also 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, and other entities. The firm emphasizes strategic asset allocation and manager selection, offering both discretionary and non-discretionary portfolio advisory services, and manages a significant portion of its assets on a non-discretionary basis.

Ethan Potts is an advisor at Plante Moran Financial Advisors with Series 63 and Series 65 credentials. He joined Plante Moran Financial Advisors in 2025 and has prior experience with Plante Moran and other companies dating back to 2016. Plante Moran Financial Advisors provides 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 offers both discretionary and non-discretionary portfolio management, managing a substantial mix of assets under these arrangements.

Ryan Landsberg is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Plante Moran Financial Advisors since 2016 and is also a partner at PM Holding Group, LLP. 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 a range of analytical techniques and offers both discretionary and non-discretionary portfolio management, with affiliations that support integrated services such as trust servicing and insurance product access.

Ryan Turner is a CFP® professional with six years of experience at Plante Moran Financial Advisors and a background that includes roles at RMB Capital and the University of Colorado Boulder. He is based in Denver, CO. Plante Moran Financial Advisors serves a diverse client base including high-net-worth individuals, banks, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services using a range of analytical methods and manages both discretionary and non-discretionary portfolios.

Mark Corombos is a CFP® professional with 16 years of industry experience. He is associated with Plante Moran Financial Advisors and has been involved with the firm since 1998. He is also a partner in P&M Holding Group, a non-investment-related business. 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 emphasizes strategic asset allocation, written investment policy statements, and manager selection, utilizing multiple analytical approaches and manages a significant portion of its assets on a non-discretionary basis.

Duncan Clark is a CFP® certificant with one year of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in East Lansing, MI. Prior to his current role, he has held positions at Plante Moran Financial Advisors and worked at Egypt Valley Country Club. 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 combination of fundamental, technical, and cyclical analysis supported by a proprietary equity valuation model, managing a significant mix of discretionary and non-discretionary assets.

Ruhin Shah is a financial advisor at Plante Moran Financial Advisors with Series 65 credentials and approximately one year of industry experience. His prior work includes roles at Ally Financial, Toyoda Gosei, and Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis supported by a proprietary equity valuation model and manages both discretionary and non-discretionary portfolios.

Austin De La Cruz is a CFP® with two years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors. He has been with the Plante Moran enterprise since 2014, including nine years at Plante & Moran, PLLC. 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 a range of analytical approaches and emphasizes strategic asset allocation, with a notable focus on managing a majority of its assets on a non-discretionary basis.

Joaquin Cuevas is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and has worked at Plante Moran Financial Advisors since 2023. Prior to his advisory role, his background includes multiple positions at Blackberry Farm and academic experience at the University of Colorado - Boulder. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage a diverse range of portfolios.

Alexa Reder is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with Plante Moran Financial Advisors in Grand Rapids, MI. Her prior work includes various roles at Michigan State University and positions in the hospitality industry. Plante Moran Financial Advisors, LLC offers investment advisory, financial planning, and estate planning services to individuals, charitable organizations, corporations, and other entities. The firm uses a strategic asset allocation approach supported by fundamental, technical, and cyclical analysis, managing a majority of its approximately $23.15 billion in assets on a non-discretionary basis.

Cameron Roehl is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Plante Moran Financial Advisors since 2013. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation and manager selection, utilizing fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model, managing a significant portion of its assets on a non-discretionary basis.

Golam Tanzim is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and experience beginning in 2024. His prior roles include positions at Deloitte, Wayne State University, Plante Moran, and Hantz Bank. 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, using a variety of analytical approaches and managing a significant portion of assets on a non-discretionary basis.

Allison Nowacki is a financial advisor with Plante Moran Financial Advisors in Ann Arbor, MI. She holds a Series 65 credential and began her advisory career in 2024, with prior experience at Ameriprise Financial Advisors and Azimuth Capital Management. Outside of finance, she is involved with Harper's Brewpub and Restaurant, where she works as a DJ. 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 a strategic asset allocation process supported by fundamental, technical, and cyclical analysis, managing a significant portion of assets on a non-discretionary basis.