Ethan Siekkinen is a CFP® and Series 65-licensed financial advisor at Plante Moran Financial Advisors with one year of industry experience. His background includes roles at J Wilson Wealth Management and multiple years working with Rizzo Lawn Care. He has also attended The Ohio State University. 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 range of analytical methods and manages both discretionary and non-discretionary portfolios, overseeing over $25 billion in assets.

Douglas Coursen is a financial advisor at Plante Moran Financial Advisors with 16 years of industry experience. He holds the CFP® designation and Series 65 license. He has been with Plante Moran Financial Advisors since 2009 and is also a partner at P&M Holding Group, LLP. 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 variety of analytical approaches and manages both discretionary and non-discretionary portfolios, supported by affiliations within the Plante Moran enterprise that enable integrated financial services.

Travis Dombroski is a financial advisor affiliated with Plante Moran Financial Advisors in Auburn Hills, MI. He holds a Series 65 designation and has industry experience beginning in 2023, including roles at Herbert Financial Group and Dorian Ford. Prior to his financial advisory career, he was involved in education at Michigan State University, Notre Dame Preparatory High School, and Trinity Lutheran School. 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 variety of analytical approaches and manages a substantial mix of discretionary and non-discretionary assets, supported by affiliations within the Plante Moran enterprise that offer integrated financial services.

Mark Corombos is a CFP® at Plante Moran Financial Advisors with 16 years of industry experience. He has worked with Plante Moran Financial Advisors since 1998 and is also a partner at P&M Holding Group. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, and charitable organizations, providing investment advisory, financial planning, and estate-planning services. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model, managing both discretionary and non-discretionary assets within the broader Plante Moran enterprise.

Jaime Eckels is a CFP® and holds a Series 65 license with 17 years of experience in financial advising. She has been with Plante Moran Financial Advisors since 1999 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, institutions, trusts, and charitable organizations. The firm utilizes a range of analytical methods and manages a substantial portfolio mix through both discretionary and non-discretionary arrangements.

Ryan Fedricks is a CFP® and CFA® with 13 years of experience in financial advising. He is currently a partner at Plante & Moran, PLLC, and has worked with Plante Moran Financial Advisors since 2010. 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, charitable organizations, and banks. The firm uses a combination of fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to develop strategic asset allocations and investment policies.

Matthew Moretuzzo is a CFP® with two years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors. He has been with Plante Moran in various capacities since 2021. His background also includes roles at Saginaw Township Water Department and teaching experience at Heritage High School and Oakland University. 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 fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

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 with the broader Plante Moran organization since 2007, including serving as a partner at Plante & Moran PLLC. 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 uses a range of analytical methods and a proprietary equity valuation model to guide portfolio management and operates within the Plante Moran enterprise, providing access to integrated services such as trust, real-estate advisory, and insurance products.

Emilio Donato is a financial advisor at Plante Moran Financial Advisors in Auburn Hills, MI, holding a Series 65 license with less than one year of industry experience. His prior work includes roles in both education and the corporate sector, including positions at Oakland University and Cummins-Meritor. 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 fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to develop strategic asset allocations and manages a substantial mix of discretionary and non-discretionary assets.

Brittany Reid is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2020. Her prior experience includes roles at Doeren Mayhew and self-employment, along with an operations manager position at Upright Health & Wellness, Inc. outside the investment field. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a range of individual and institutional clients. The firm employs a mix of fundamental, technical, and cyclical analysis supported by an internal equity valuation model, managing both discretionary and non-discretionary portfolios.

Brett Kunkle is a CFP® professional with Plante Moran Financial Advisors in Auburn Hills, MI, and has three years of industry experience. His background includes work at Plante Moran Financial Advisors since 2020, as well as roles outside finance in landscape design and the food service industry. 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 utilizes a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage both discretionary and non-discretionary portfolios.