Lindsey Wegeler is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked at Plante Moran Financial Advisors since 2017 and previously spent two years at Western Michigan 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 a mix of fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage portfolios under discretionary and non-discretionary arrangements.

Todd McClain is a Certified Financial Planner® with 16 years of industry experience. He has been with Plante Moran Financial Advisors since 2002 and is also a partner 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 strategic asset allocation, written investment policies, and multiple analytical approaches to inform its investment decisions, managing a significant portion of its assets on a non-discretionary basis.

Adam Bernthal is a CFP® and holds a Series 65 license, with 11 years of industry experience. He has been with Plante Moran Financial Advisors in Chicago since 2014. 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 methods and managing a majority of its assets on a non-discretionary basis.

Hunter Biggs is a financial advisor at Plante Moran Financial Advisors in Denver, CO, holding a Series 65 designation. He has been with Plante Moran Financial Advisors since 2024 and has prior experience with Bailard, Inc. and several roles during his education at the University of Colorado Boulder. Outside of finance, he has experience working in diverse roles including positions at DoorDash, Postmates, and Saucy Pizza. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a broad range of clients, including individuals, institutions, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to develop strategic asset allocations and portfolio recommendations, managing both discretionary and non-discretionary assets.

Alex Smith is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He has worked at Plante Moran Financial Advisors since 2017 and previously was employed at Purdue University for four years. Alex is based in Grand Rapids, MI. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

John Dreshaj is a CFP® and Series 65 credentialed advisor with 12 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 individual investors, charitable organizations, corporations, banks, trusts, and estates. The firm emphasizes strategic asset allocation and manager selection, using various analytical approaches and managing a majority of its assets on a non-discretionary basis.

Brian Kirby is a financial advisor with Plante Moran Financial Advisors and holds Series 63 and Series 65 licenses. He has nine years of industry experience and has been with Plante Moran Financial Advisors since 2016. In addition to his advisory role, he serves as a Business Development Manager at Plante Moran PLLC, an affiliated accounting and business consulting firm. 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, using a combination of fundamental, technical, and cyclical analysis along with proprietary equity market valuation models.

Chadwick Mulligan is a Certified Financial Planner™ (CFP®) and holds a Series 65 license with Plante Moran Financial Advisors. He has two years of industry experience, including multiple roles within and outside the financial sector prior to his current position in Denver, CO. His background includes work at Bear Dance Golf Course and Pie Tap Pizza Workshop & Bar, among other diverse roles. 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, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage both discretionary and non-discretionary portfolios.

Myles Wiley is a CFP® professional with four years of industry experience, currently serving at Plante Moran Financial Advisors in East Lansing, MI. His background includes roles at FedEx and United Parcel Service prior to joining Plante Moran. 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 substantial assets under both discretionary and non-discretionary arrangements within the Plante Moran enterprise.

Nathan Rumler is a CFP® and holds a Series 65 license with two years of experience in the financial advisory industry. He is currently with Plante Moran Financial Advisors and has prior work experience across various sectors including retail, wealth management, and university recreation. 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 and manager selection, using various analytical methods and a proprietary equity market valuation model, and manages a significant portion of its assets on a non-discretionary basis.

Nolan Day is a financial advisor at Plante Moran Financial Advisors in Chicago, holding a Series 65 license with one year of industry experience. His prior roles include positions at Forum Health and Skypoint Ventures, as well as experience at Indiana 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 uses a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Brian Gotham is a financial advisor with Plante Moran Financial Advisors in Ann Arbor, MI. He holds a Series 65 designation and has experience working at Edward Jones prior to joining Plante Moran. Outside of his advisory role, he serves as a part-time referee for USA Hockey. 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 proprietary market valuation models.

William Bean is a CFP® and holds a Series 65 license, with 15 years of industry experience. He has been with Plante Moran Financial Advisors since 2007 and is also a partner at Plante & Moran, PLLC. 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 combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model to guide investment decisions.

Emilio Donato is a Series 65 licensed financial advisor at Plante Moran Financial Advisors with experience including roles at Cummins-Meritor and teaching positions at Oakland University, Rochester High School, and West Middle School. He has been with Plante Moran Financial Advisors since 2024. 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 employs a strategic asset allocation approach supported by fundamental, technical, and cyclical analysis, and manages a significant portion of its assets on a non-discretionary basis.

Varun Reddy is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Kellogg Company and Plante Moran. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including high-net-worth individuals, institutional clients, trusts, 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.

Bianca Candela is a financial advisor at Plante Moran Financial Advisors in Detroit, MI, holding a Series 65 designation. She has experience working with Plante Moran Financial Advisors and Morgan Stanley, as well as roles in education at the University of Detroit Mercy and various schools from 2015 to 2023. 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 portfolios, with access to affiliated services such as trust banking, insurance, and real estate advisory through the broader Plante Moran enterprise.

Brittany Reid is a CFP® and holds a Series 65 license with six years at Plante Moran Financial Advisors and a total of three years in the financial industry. Her prior experience includes roles at Doeren Mayhew and as a self-employed advisor. Outside of finance, she serves as an operations manager for Upright Health & Wellness, Inc. on a limited basis. 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, written investment policy statements, and a combination of fundamental, technical, and cyclical analyses to guide its investment decisions, managing a significant portion of its assets on a non-discretionary basis.

Michael Lopus is a CFP® professional with 17 years of experience, currently with Plante Moran Financial Advisors and Plante & Moran, PLLC. He has been associated with Plante Moran Financial Advisors since 1993 and Plante & Moran, PLLC since 2003. He is also a partner in Plante & Moran, PLLC, a non-investment-related role. 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 utilizes fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model and manages a substantial mix of discretionary and non-discretionary assets.

Sean Morris 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, following roles at Hantz Financial, Grand Valley State University, and involvement in athletics organizations including Grand Valley State Athletics and the Detroit Lions. Plante Moran Financial Advisors serves a diverse client base comprising high-net-worth individuals, institutions, and business entities, offering investment advisory, financial planning, and estate-planning services. The firm utilizes strategic asset allocation, proprietary equity valuation models, and multiple analyses to manage portfolios through discretionary and non-discretionary arrangements.

Ryan Erdmann is a CFP® with Plante Moran Financial Advisors, where he has worked since 2017. He has seven years of industry experience, including prior roles at Michigan State University. Plante Moran Financial Advisors serves a diverse client base that includes high-net-worth individuals, institutions, trusts, estates, and charitable organizations. The firm provides portfolio advisory, financial planning, and consulting services, employing a blend of fundamental, technical, and proprietary equity valuation approaches.