Nicholas Defenthaler is a CFP® professional with 13 years of industry experience. He is currently with Center for Financial Planning Inc and has worked at Raymond James Financial Services, Inc. since 2014. He is also a partner and financial planner at affiliated companies of the Center for Financial Planning. Center for Financial Planning, Inc. provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and diversification, managing approximately $1.97 billion in assets with a team of 17 advisors.

Lauren Adams is a CFP® with eight years of industry experience, currently affiliated with Center for Financial Planning Inc in Farmington Hills, MI. She has been associated with Raymond James Financial Services since 2016. In addition to her advisory role, Adams serves as Treasurer and board member for Kirk in the Hills Preschool, where she oversees budget and financial statement processes. Center for Financial Planning, Inc. offers financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and diversification, managing approximately $1.97 billion in assets across a team of 18 advisors.

Amanda Toia is a financial advisor with Center for Financial Planning Inc in Farmington Hills, MI, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has worked at Center for Financial Planning since 2010 and has prior experience with Raymond James Financial Services, Merrill, J.P. Morgan Securities Inc., and Banc One Securities Corporation. In addition to advisory duties, she works in compliance at Center for Financial Planning. Center for Financial Planning provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations, emphasizing strategic asset allocation and diversification across various investment vehicles.

Robert Ingram II is a financial advisor with Center for Financial Planning Inc, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. His prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. Center for Financial Planning Inc offers financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, emphasizing strategic asset allocation and diversification across various investment vehicles. The firm manages approximately $1.97 billion in assets with a team of 17 advisors.

Kali Hassinger is a CFP® professional with 12 years of industry experience, currently affiliated with Center for Financial Planning Inc. She has worked with Raymond James Financial Services since 2013. Hassinger holds the Series 63 designation and serves as an agent with Lloyd's/International Specialty Insurance. Center for Financial Planning Inc. provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and diversification, managing approximately $1.97 billion in assets across a team of 18 advisors.

Matthew Trujillo is a CFP® with 16 years of experience in financial advising. He has been with Center for Financial Planning Inc since 2013, serving as a lead financial planner and partner. His prior experience includes roles at Raymond James Financial Services, ON Investment Management Co, and Mass Mutual Investors Services. Outside of his advisory work, Matthew teaches chess to middle school students and has authored a chess instruction book used in his classes. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and diversification, managing approximately $1.97 billion in assets with a team of 17 advisors.