Robert Forte is a CFP® and Series 65–licensed financial advisor at Plante Moran Financial Advisors in Southfield, MI, with nine years of industry experience. He has been with Plante Moran Financial Advisors since 2016. 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 offers portfolio advisory services, strategic asset allocation, and investment policy development using fundamental, technical, and proprietary equity valuation models.

Kasey Styrna is a financial advisor with Plante Moran Financial Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Plante Moran since 2013, including concurrent work with Plante Moran Insurance Agency. 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 focuses on strategic asset allocation and manager selection, employing a range of analytical methods and managing a significant portion of assets on a non-discretionary basis.

Jacqueline Venier is a CFP® professional with 16 years of experience, currently serving at Plante Moran Financial Advisors since 2006 and as a partner at Plante & Moran, PLLC. She is based in Detroit, MI. Plante Moran Financial Advisors, LLC offers investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and other entities. The firm focuses on strategic asset allocation, manager selection, and uses a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model to guide investment decisions.

Connor Matlock is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Plante Moran Financial Advisors with seven years at the firm and a total of five years in the industry. His prior experience includes roles at Grupo Antolin and Northwood University. 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 combination of 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.

Emily Lydey is a CFP® with five years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2020. Her prior work includes roles at Jackson National Life and The Andersons. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients. The firm employs a range of analytical methods and manages both discretionary and non-discretionary portfolios, serving high-net-worth individuals, institutions, and various business entities.

Eric Palmer is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with Plante Moran Financial Advisors in Denver, CO since 2014. 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, written investment policy statements, and manager selection, utilizing fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Ryan Linenger is a CFP® with 16 years of industry experience, currently serving as an advisor at Plante Moran Financial Advisors since 2016. He previously founded and operated Linenger Wealth Management from 2010 to 2017. Outside of his advisory role, Linenger is a partner at Plante & Moran PLLC and volunteers as a board member for Wheaton Christian Grammar School. 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, offering both discretionary and non-discretionary portfolio management alongside alternative investment access.

Scott Sabuda is a CFP® and Series 65-registered financial advisor with Plante Moran Financial Advisors, bringing two years of industry experience. His background includes roles at Plante Moran and prior work with Two Men and a Truck and Total Party Planning LLC. He also has experience in education, having worked at Eastern Michigan University and Taylor Preparatory High School. 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, offering both discretionary and non-discretionary portfolio management alongside access to alternative investments.

Patrick Patton is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Plante Moran Financial Advisors with three years of industry experience. His prior roles include positions at Aptive Environmental, First Nation Group, and the US House of Representatives. 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 a strategic asset allocation approach supported by fundamental, technical, and cyclical analysis, managing a majority of its assets on a non-discretionary basis.

Aaron Damlo is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and has worked at firms including Jackson National and Alta Marketing. Damlo’s prior work also includes positions outside finance, such as at Thumper Pond Resort and various educational institutions. Plante Moran Financial Advisors serves a broad client base that includes individuals, high-net-worth clients, banks, and nonprofit organizations. The firm offers investment advisory, financial planning, and estate planning services, utilizing a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models.

Bryce Morgan is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Plante Moran Financial Advisors and previously worked at Robert W Baird & Co. He has a background that includes roles at Schmitz Ready Mix Inc., Wisconsin Union, and the University of Wisconsin - Madison. Plante Moran Financial Advisors serves a diverse client base including individual and institutional clients such as high-net-worth individuals, banks, trusts, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, employing a mix of fundamental, technical, and proprietary analyses in portfolio management.