James Hankenhof Jr. is a CFP® and holds a Series 65 license with 13 years of industry experience. He has been with Plante Moran Financial Advisors since 2012 and also works with Plante & Moran, LLP since 2026. 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 implement portfolios through discretionary and non-discretionary arrangements.

Eric Dahlberg is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Southfield, MI. He has been with Plante Moran Financial Advisors since 2012. 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 employs strategic asset allocation, written investment policy statements, and a combination of fundamental, technical, and cyclical analysis, managing a majority of its assets on a non-discretionary basis with client collaboration on discretionary authority.

Christopher Barnas is a CFP® with 11 years of industry experience and has been with Plante Moran Financial Advisors since 2013. He holds the Series 65 designation and is based in Detroit, MI. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, and other entities. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, managing a majority of its assets on a non-discretionary basis with client involvement in discretionary decisions.

Ross Ziegler is a financial advisor with Plante Moran Financial Advisors, holding a Series 65 designation and having one year of industry experience. His prior work experience includes roles at CincyTech, Pine Lake Capital, and Miami University. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, and charitable organizations, providing investment advisory, financial planning, and estate-planning services. The firm employs fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to develop strategic asset allocations and manage portfolios across discretionary and non-discretionary arrangements.

Gregory Walthorn is a CFP® professional with 16 years of industry experience, currently a partner at Plante Moran Financial Advisors, where he has worked since 2015. He is also a partner in Blue Water Retreat, LLC, a residential property maintenance and management business in Bath, Michigan. 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 policies, and manager selection, managing a majority of its assets on a non-discretionary basis while offering access to alternative investments and tailored portfolio strategies.

Abbey Homminga is a Series 65-licensed financial advisor at Plante Moran Financial Advisors with experience beginning in 2024. Prior to joining Plante Moran, Abbey held roles at Padnos and Grand Valley State University. 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, manager selection, and a combination of fundamental, technical, and cyclical analysis, managing a significant portion of its assets on a non-discretionary basis.

Jack Sells is a financial advisor at Plante Moran Financial Advisors in Denver, CO, holding a Series 65 credential with one year of industry experience. Prior to joining Plante Moran Financial Advisors, he worked in various roles including a one-year position at the University of Colorado Denver and has been involved part-time as an assistant site manager at Jay's Valet, a valet parking business. 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 a range of analysis techniques and manages portfolios through discretionary and non-discretionary arrangements while offering integrated services supported by affiliated entities within the Plante Moran enterprise.

Tyler Brooks is a financial advisor at Plante Moran Financial Advisors in East Lansing, MI, holding a Series 65 credential with one year of experience. His prior work includes roles at Public Affairs Associates and multiple positions at Home Depot. 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, manager selection, and uses a combination of fundamental, technical, and proprietary equity market valuation methods, managing a significant portion of its assets on a non-discretionary basis.

Eric Bowers is a CFP® and holds a Series 65 license with 14 years of industry experience. He is currently a partner at Plante & Moran, PLLC and has been with Plante Moran Financial Advisors, LLC since 2010. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, banks, trusts, and estates. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, employing fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model to guide equity allocations.

Scott Carano is a CFP® professional with 16 years of experience at Plante Moran Financial Advisors in Grand Rapids, MI. He has been associated with Plante & Moran, PLLC and its financial advisory affiliate since 1988. Carano is also a partner at Plante & Moran, PLLC in a non-investment related capacity. Plante Moran Financial Advisors, LLC 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, manager selection, and uses a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.

John Johnson is a CFP® professional with 16 years of industry experience, currently serving at Plante Moran Financial Advisors since 2001. He has also been associated with Plante Moran, PLLC since 2009. Outside of his advisory role, he is involved in a family racehorse operation, managing purchase, selection, and selling decisions. 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, written investment policy statements, and manager selection, managing a majority of its assets on a non-discretionary basis in collaboration with clients.

Samuel Fiscus is a financial advisor with Plante Moran Financial Advisors in Columbus, OH. He holds a Series 65 designation and has been with Plante Moran since 2025. His prior experience includes multiple roles at Moraine Country Club and positions in education at Miami University, Kettering Fairmont High School, and Van Buren Middle 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 emphasizes strategic asset allocation, written investment policy statements, and manager selection, employing fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Jacob Schumaker is a CFA® charterholder at Plante Moran Financial Advisors with 10 years at the firm and four years of industry experience. He is based in Portage, MI. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-HNW individuals, banks, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios using discretionary and non-discretionary arrangements.

Kennedy Coey is a CFP® professional with three years of experience in financial advising, currently with Plante Moran Financial Advisors. Prior to this role, Coey has held positions at several firms including Summit Financial Strategies and Vawter Financial, as well as work experience with The Wendy's Company. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base, including high-net-worth individuals, institutions, 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 which provides integrated trust, insurance, broker-dealer, and real-estate advisory services.

Logan Olsen is a CFP® with seven years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors. He has been with the firm since 2013. 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 and manager selection, utilizing a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model.

Josip Jurkovic is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors, where he has worked since 2022. He has three years of industry experience, including prior roles at Plante & Moran, PLLC and Maner Costerisan. His background also includes positions at Grand Valley State University, Delta Dental of Michigan, and Michigan State University. 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 and manager selection, employing a variety of analytical approaches and offering both discretionary and non-discretionary portfolio management.

Amber Terakedis is a CFP® professional with 18 years of industry experience, currently serving at Plante Moran Financial Advisors since 2016. She is also a partner at P&M Holding Group, LLP. 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 variety of analytical methods and manages both discretionary and non-discretionary portfolios, supported by its affiliation with the broader Plante Moran enterprise.

Adam Broka is a CFA® charterholder with six years of experience in financial advising. He has been with Plante Moran Financial Advisors since 2014. Plante Moran Financial Advisors, LLC offers 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 in its investment approach, managing a majority of its assets on a non-discretionary basis.

Christa Leson is a CFP® and Series 65 credentialed financial advisor with Plante Moran Financial Advisors, bringing eight years of industry experience. She has been with Plante Moran Financial Advisors since 2017. Plante Moran Financial Advisors offers 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 methods and manages portfolios through discretionary and non-discretionary arrangements, with affiliations that enable integrated financial services.

Ian Randall is a CFP® with four years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2019. Prior to his advisory role, he has held positions outside the financial sector, including work at Northville Hills Golf Club and Western Michigan Student Recreation Center. 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 manages both discretionary and non-discretionary portfolios, supported by affiliations within the Plante Moran enterprise.