Brett Kunkle is a CFP® professional with three years of experience, currently advising at Plante Moran Financial Advisors in Auburn Hills, MI. He has been with Plante Moran Financial Advisors since 2020, with prior work experience including roles outside the financial industry. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals and institutions. The firm employs a mix of fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Jennifer Beach is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors in Grand Rapids, MI. She has nine years of industry experience, including prior roles at Grand Valley State University. Plante Moran Financial Advisors serves individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, and charitable organizations. The firm offers investment advisory, financial planning, and estate-planning services, employing a range of analytical methods and managing a distinctive mix of discretionary and non-discretionary assets.

Jaimee Figueiredo is a financial advisor at Plante Moran Financial Advisors in Grand Rapids, MI, holding a Series 65 credential with less than one year of experience. Prior to joining Plante Moran, Jaimee held various roles in the food and retail industries and attended Grand Valley State University. Plante Moran Financial Advisors offers 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 a range of analytical approaches and manages both discretionary and non-discretionary portfolios across a diverse client base.

William Myers is a financial advisor at Plante Moran Financial Advisors with two years of industry experience. He holds a Series 65 designation and has prior work experience at Merrill Lynch, Shanty Creek, and Dewitt Marine. 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 emphasizes strategic asset allocation, written investment policy statements, and manager selection, and manages a majority of its assets on a non-discretionary basis.

Mitchell Lowe is a CFP® with nine years of industry experience, currently serving at Plante Moran Financial Advisors since 2016. He holds a Series 65 license and is based in Ann Arbor, MI. 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, as well as a proprietary equity valuation model, managing both discretionary and non-discretionary portfolios.

Ryan Mc Evily is a financial advisor at Plante Moran Financial Advisors in Chicago, IL, holding a Series 65 credential with two years of industry experience. His prior roles include positions at Jessup Wealth Management and the University of Dayton. Plante Moran Financial Advisors serves a diverse range of clients, including individual and institutional investors, providing investment advisory, financial planning, and estate-planning services. The firm uses a variety of analytical approaches and manages both discretionary and non-discretionary portfolios, supported by its affiliation with entities offering trust, insurance, broker-dealer, and real estate advisory services.

John Lesser is a CFP® and CFA® with 17 years of experience, currently serving at Plante Moran Financial Advisors in Southfield, MI. He has been with the Plante Moran enterprise since 1996, holding roles across multiple affiliated entities including Corporate Finance, Real Estate Investment Advisors, Trust, and Insurance Agency. He 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 emphasizes strategic asset allocation, written investment policy statements, and manager selection, managing a majority of its assets on a non-discretionary basis within a distinctive organizational structure integrated with affiliated entities.

Myranda Fabian is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors, bringing 15 years of industry experience. She has been with Plante Moran Financial Advisors since 2010 and joined Plante & Moran, PLLC in 2026. 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 uses a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.

Michael Hartlieb is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Plante Moran Financial Advisors since 2018, with brief prior roles at Baker Tilly Virchow Krause and Googins Advisors. He also has an academic background from the University of Wisconsin, where he worked from 2015 to 2019. 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 alongside a proprietary equity valuation model, managing both discretionary and non-discretionary portfolios within a multi-team environment.

Ainsley Ellison is a CFP® and Series 65 credentialed financial advisor at Plante Moran Financial Advisors with nine years of industry experience. She has been with Plante Moran Financial Advisors since 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 uses a blend of fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Armani Zori is a financial advisor at Plante Moran Financial Advisors with nine years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials. Prior to joining Plante Moran in 2017, Zori spent time at Michigan State University from 2013 to 2016. Plante Moran Financial Advisors serves a diverse client base including individual and institutional clients, offering investment advisory, financial planning, and estate-planning services. The firm employs a range of analytical approaches and manages both discretionary and non-discretionary assets, supported by affiliations within the broader Plante Moran enterprise.

David Stahl is a CFP®, CFA®, and Series 65-registered financial advisor with Plante Moran Financial Advisors, where he has worked since 2007 and within the broader Plante & Moran enterprise since 2019. He has 16 years of industry experience. Stahl is also a partner at Plante & Moran PLLC, a role unrelated to investment advisory. 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 combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Benjamin Kiser is a financial advisor at Plante Moran Financial Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at UBS Financial Services and the University of Dayton. 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 proprietary equity market valuation model, managing a majority of its assets on a non-discretionary basis with client involvement in discretionary decisions.

Mallory Griffin is a CFP® and Series 65 credentialed financial advisor with 10 years of industry experience, currently with Plante Moran Financial Advisors in East Lansing, MI. She has been with the firm since 2014. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a broad 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 analyses to guide portfolio management, offering both discretionary and non-discretionary services.

Tricia Newcomb is a financial advisor at Plante Moran Financial Advisors with 9 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Plante Moran Financial Advisors since 2004. 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 alongside a proprietary equity valuation model to manage both discretionary and non-discretionary portfolios.

Bryan Baines Jr. is a CFP® and Series 65 credentialed financial advisor with 10 years of industry experience. He has been with Plante Moran Financial Advisors since 2015. 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.

Robert Volk II is a CFP® and Series 65-registered advisor at Plante Moran Financial Advisors with five years of industry experience. He has worked at Plante Moran Financial Advisors since 2019, with prior experience at Costco, the University of Wisconsin–Madison, and Dow AgroSciences. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including individual and institutional clients such as banks, trusts, estates, and charitable organizations. The firm employs a range of analytical approaches and manages portfolios through discretionary and non-discretionary arrangements, with a distinctive asset mix compared to similar multi-team firms.

Collin Stauder is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Denver, CO. He has been with Plante Moran Financial Advisors since 2015. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, banks, and trusts. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Hovig Danealian is a financial advisor at Plante Moran Financial Advisors in Southfield, MI. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Cypress Partners, LLC, CFOx Advisory, Brose Group, Oakland University, Meijer, and Cousino Senior High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individual and institutional clients. The firm utilizes fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Michael Ulle is a CFP®-designated financial advisor at Plante Moran Financial Advisors with four years of industry experience. He has worked previously at Fidelity Investments and Ernst & Young. Outside of his financial advising career, he has held roles in recreational and hospitality settings, including at Island Lake Boathouse and Tanglewood Golf Club. 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 range of analytical methods and manages both discretionary and non-discretionary portfolios, operating within a larger enterprise that provides integrated financial and trust services.