Kathryn Edwards is a CFP® with 17 years of experience in financial advisory services. She is currently a partner at P&M Holding Group, LLP and has been with Plante Moran Financial Advisors since 2008. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio management.

Lindsey Wegeler is a Certified Financial Planner™ at Plante Moran Financial Advisors with eight years of industry experience. She has been with Plante Moran since 2017 and previously worked at Western Michigan University. Plante Moran Financial Advisors serves a diverse client base, including high-net-worth individuals, institutions, and sovereign wealth funds, offering investment advisory, financial planning, and estate planning services. The firm utilizes a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model in its investment process.

Todd Mcclain is a CFP® professional with 16 years of experience, currently with Plante Moran Financial Advisors in Flint, MI. He has been with Plante Moran Financial Advisors since 2002 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 individual households, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and offers both discretionary and non-discretionary portfolio management.

Adam Bernthal is a CFP® and holds a Series 65 license with 12 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 individual households, institutional clients, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis alongside a proprietary market valuation model and primarily manages assets on a non-discretionary basis.

Hunter Biggs is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and one year of industry experience. His prior roles include positions at Bailard, Inc. and various non-financial roles during his studies at the University of Colorado Boulder. Outside of finance, he has experience working in the food service industry, including at Saucy Pizza. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm combines fundamental, technical, and cyclical analysis with proprietary equity market valuation models and often utilizes third-party managers and alternative investments.

Alex Smith is a CFP®, CFA®, and Series 65-registered financial advisor with eight years of industry experience. He has worked with Plante Moran Financial Advisors since 2017 and previously was affiliated with Purdue University. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-faceted investment process that includes fundamental, technical, and cyclical analysis combined with a proprietary equity market valuation model.

John Dreshaj is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors, where he has worked since 2013. He has 12 years of industry experience. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base that includes high-net-worth individuals, institutions, not-for-profits, and sovereign wealth funds. The firm employs a hybrid investment approach combining fundamental, technical, and cyclical analysis with proprietary equity valuation models and utilizes both discretionary and non-discretionary portfolio management services.

Brian Kirby is a financial advisor at Plante Moran Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Plante Moran since 2009, serving in both their financial advisory and accounting business development roles. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, institutional investors, and sovereign wealth funds. The firm employs a proprietary investment process that integrates fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary portfolio services.

Chadwick Mulligan is a CFP® with three years of industry experience, currently serving at Plante Moran Financial Advisors. He has held various roles including positions at Bear Dance Golf Course and Pie Tap Pizza Workshop & Bar, reflecting diverse work experience prior to and alongside his advisory career. Mulligan is based in Denver, CO. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a range of clients including individual households, institutional investors, and sovereign wealth funds. The firm employs a multifaceted investment process incorporating fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary portfolio management.

Myles Wiley is a CFP® and holds a Series 65 license, serving as a financial advisor with Plante Moran Financial Advisors in East Lansing, MI. He has four years of industry experience, including roles outside the financial sector at FedEx and United Parcel Service. Prior to his current position, his work history also includes time at Michigan State University and Adrian College. 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, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and often uses third-party managers and alternative investments in its approach.

Nathan Rumler is a CFP® with two years of industry experience, currently with Plante Moran Financial Advisors in Southfield, MI. His prior roles include positions at Rally House and Executive Wealth Management. He has also been involved with Michigan State University Rec Sports. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm combines fundamental, technical, and cyclical analysis with a proprietary equity market valuation model and utilizes both discretionary and non-discretionary portfolio management strategies.

Nolan Day is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 credential and has prior experience at Forum Health and Skypoint Ventures. 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, and sovereign wealth funds. The firm combines fundamental, technical, and cyclical analysis with proprietary market valuation models and frequently employs third-party managers and alternative investments.

Brian Gotham is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and one year of industry experience. He previously worked at Edward Jones for two years. 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 that includes individual households, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model in its investment process.

William Bean is a CFP® and holds a Series 65 license, with 16 years of industry experience. He is currently with Plante Moran Financial Advisors and has been associated with the Plante Moran enterprise since 2007. Bean is also a partner at Plante & Moran PLLC in Southfield, MI. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutions, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio management.

Emilio Donato is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and one year of industry experience. Prior to his current role, he held positions at Cummins-Meritor and has worked in education-related roles at Oakland University, Rochester High School, and West Middle School. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional investors, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and offers both discretionary and non-discretionary portfolio management services.

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 prior work experience at Kellogg Company and Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and manages a majority of assets on a non-discretionary basis.

Bianca Candela is a financial advisor with Plante Moran Financial Advisors in Detroit, MI. She holds a Series 65 credential and has experience working at Morgan Stanley and in various educational roles, including at the University of Detroit Mercy and Eisenhower High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes high-net-worth individuals, institutions, and government entities. The firm integrates fundamental, technical, and cyclical analysis with proprietary models and employs both discretionary and non-discretionary portfolio management approaches.

Brittany Reid is a CFP® and holds a Series 65 license with six years at Plante Moran Financial Advisors and a total of four years in the financial industry. Her prior experience includes roles at Doeren Mayhew and self-employment, alongside operational responsibilities at Upright Health & Wellness, Inc. She is based in Auburn Hills, MI. Plante Moran Financial Advisors serves a diverse client base including private individuals, institutional clients, and sovereign wealth funds, offering investment advisory, financial planning, and estate planning services using a combination of fundamental, technical, and cyclical analysis integrated with a proprietary equity market valuation model.

Michael Lopus is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He has been affiliated with Plante Moran Financial Advisors since 1993 and Plante & Moran, PLLC since 2003. Outside of his advisory role, he is a partner at Plante & Moran, PLLC in a non-investment capacity. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a comprehensive investment approach that integrates fundamental, technical, and cyclical analysis alongside a proprietary market valuation model.

Sean Morris is a CFP® and holds a Series 65 license with six years at Plante Moran Financial Advisors and a total of five years in the industry. His prior experience includes roles at Hantz Financial, Grand Valley State University and Athletics, the Detroit Lions, Selcra, and Washtenaw Community College. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a broad client base that includes individuals, institutions, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with a proprietary equity market valuation model, utilizing both third-party managers and alternative investments.