Jeremy Kedzior is a CFA® charterholder with six years of experience in financial advising at Plante Moran Financial Advisors, where he has worked since 2013. He is based in Southfield, MI. 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 employs strategic asset allocation and a proprietary equity market valuation model, managing a majority of its approximately $23.15 billion in assets on a non-discretionary basis.

Kevin Benson is a CFP® and CFA® with 16 years of experience, currently serving at Plante Moran Financial Advisors since 2004 and as a partner at Plante & Moran, PLLC. He is based in Ann Arbor, MI. 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 management supported by fundamental, technical, and cyclical analysis.

Eric Johnson is a CFP® professional with five years of industry experience, currently serving as an advisor at Plante Moran Financial Advisors since 2019. His background includes roles at Grand Valley State University, Thomson Reuters, and First National Bank. 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 proprietary models to manage portfolios through both discretionary and non-discretionary arrangements.

Elizabeth Niemenski is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Ameriprise Financial Services. Outside of finance, her background includes roles in education and the nonprofit sector. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a range of analytical methods and a proprietary equity valuation model, managing both discretionary and non-discretionary portfolios across various asset classes.

Gabrielle Murad is a CFP® with seven years of experience in financial advising, currently working at Plante Moran Financial Advisors since 2017. Her background includes a role at Michigan State University from 2016 to 2018. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, employing a variety of analytical methods and managing a mix of discretionary and non-discretionary assets.

Matthew Mc Evily is a CFP® with nine years of industry experience, currently serving at Plante Moran Financial Advisors since 2016. He is based in Grandview Heights, OH, and holds a Series 65 license. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including high-net-worth individuals, institutions, trusts, 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.

Shawn Riley is a CFP® professional with 16 years of experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Denver, CO. He has been with Plante Moran Financial Advisors since 2014 and is also a partner at Plante & Moran, PLLC. Riley serves on the board of The Downtown Boxing Gym Youth Program in Detroit, contributing to the organization through board participation and charitable support. 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, written investment policy statements, and manager selection, employing a mix of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Sean Greene is a financial advisor with Plante Moran Financial Advisors in Chicago, IL, holding a Series 65 designation. He has been with Plante Moran Financial Advisors since 2024. Greene has prior work experience at Bryn Mawr Country Club and attended the University of Illinois Urbana-Champaign. Plante Moran Financial Advisors serves individual and institutional clients, including both high-net-worth and non-HNW individuals, as well as trusts, estates, charitable organizations, and businesses. The firm provides investment advisory, financial planning, and estate-planning services using a combination of fundamental, technical, and cyclical analysis, managing a diverse portfolio mix through discretionary and non-discretionary arrangements.

Sara Strohmaier is a CFP® with 10 years of industry experience. She is currently with Plante Moran Financial Advisors, where she has worked since 2017, and previously worked at Hewins Financial Advisors, LLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, and other entities. The firm uses a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage both discretionary and non-discretionary portfolios.

Mark Dixon is a CFP® professional with 16 years of industry experience, currently serving at Plante Moran Financial Advisors in Southfield, MI. He has been with the Plante Moran enterprise since 1989, working both with Plante Moran Financial Advisors and Plante & Moran PLLC, where he is also a partner involved in some management aspects of the firm. 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, banks, trusts, and estates. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, utilizing fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Alexander Guys is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Plante Moran and Comerica Bank, as well as experience at American Axle Manufacturing 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-HNW individuals, banks, trusts, estates, and charitable organizations. The firm combines fundamental, technical, and cyclical analysis with a proprietary equity valuation model and manages a distinctive mix of discretionary and non-discretionary assets.

Zachary Auxter is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Plante Moran Financial Advisors in Columbus, OH since 2015. 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 employs strategic asset allocation, written investment policy statements, and a proprietary equity market valuation model to guide investment decisions, managing a majority of its approximately $23.15 billion in assets on a non-discretionary basis.

Jaime Eckels is a CFP® with 16 years of industry experience, currently serving at Plante Moran Financial Advisors since 1999 and as a partner at Plante & Moran, PLLC. He is based in Auburn Hills, MI. 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, using a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Ryan Fedricks is a CFP® and CFA® with 12 years of industry experience. He is currently a partner at Plante & Moran, PLLC and has been with Plante Moran Financial Advisors 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, and trusts. The firm emphasizes strategic asset allocation and manager selection, using a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.

Austin Mc Kay is a CFP® and holds a Series 65 license, currently with Plante Moran Financial Advisors. He has two years of industry experience, including prior roles at Northwestern Mutual and the Financial Planning Association of Michigan. His background also includes work in valuation and serving as an educator at Clarkston High School. Plante Moran Financial Advisors serves a diverse client base that includes individual and institutional investors, focusing on investment advisory, financial planning, and estate-planning services. The firm employs a variety of analytical methods and proprietary models to manage a significant mix of discretionary and non-discretionary assets, supported by affiliated entities providing integrated financial services.

Justin Halvorson is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Plante Moran Financial Advisors since 2021 and previously held positions at Michigan State University, Uber, and Mulder Management. 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, manager selection, and uses various analytical methods alongside a proprietary equity market valuation model, managing a significant portion of its assets on a non-discretionary basis.

Dylan Demkowicz is a CFP® with seven years of experience in financial advisory. He has been with Plante Moran Financial Advisors since 2017, with a brief gap in 2018. Prior to his financial advisory career, he was affiliated with the University of Missouri for five years. Plante Moran Financial Advisors serves a diverse client base, including individual and institutional clients such as high-net-worth individuals, banks, and charitable organizations. The firm offers investment advisory, financial planning, and estate-planning services, employing a range of analytical methods and managing both discretionary and non-discretionary asset portfolios.

Amy Butterfield is a CFP® with 16 years of industry experience, currently serving at Plante Moran Financial Advisors since 2008. She is also associated with P&M Holding Group. Amy is based in Grand Rapids, MI. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base that includes individuals, institutions, trusts, estates, charitable organizations, and business entities. The firm employs a range of analytical methods and manages both discretionary and non-discretionary assets, operating within the larger Plante Moran enterprise which offers integrated financial services through its affiliated entities.

Matthew Moretuzzo is a CFP® and holds a Series 65 license with two years of industry experience. He has been with Plante Moran Financial Advisors since 2021. Prior to his advisory role, he worked at the Saginaw Township Water Department and taught at Heritage High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including high-net-worth individuals, institutions, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Kathryn Edwards is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors, bringing 16 years of industry experience. She has been with Plante Moran Financial Advisors since 2008 and is also a partner at P&M Holding Group, LLP. Plante Moran Financial Advisors, LLC offers investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, banks, trusts, estates, and other entities. The firm emphasizes strategic asset allocation and manager selection, managing a substantial portion of its assets on a non-discretionary basis while employing a range of analytical approaches to inform investment decisions.