Ellis Shanley is a CFP® with eight years of experience in the financial services industry. He is currently with Plante Moran Financial Advisors, where he has worked since 2021. His prior roles include positions at Mainstreet Investment Advisors LLC, Bank of America, Merrill, UBS, and Merrill Lynch. Outside of finance, he has had a brief involvement with Whiskey Jacks Bar and Saloon. 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 employs a combined fundamental, technical, and cyclical investment approach and offers both discretionary and non-discretionary portfolio management.

Michael King is a financial advisor at Plante Moran Financial Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at Plante Moran and its affiliated firms since 2011. 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 utilizes a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model in its investment process.

Scott Schwartz is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Plante Moran Financial Advisors since 2017 and had prior roles with the Michigan Export Growth Program and Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, institutions, and sovereign wealth funds. The firm uses a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and frequently employs third-party managers and alternative investments.

Golam Tanzim is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previous work experience at Deloitte, Wayne State University, Plante Moran, and Hantz Bank. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a range of private and institutional clients, including high-net-worth individuals, banks, insurance companies, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and commonly utilizes third-party separate account managers and alternative investments.

John Johnson is a CFP® with 16 years of industry experience, currently serving at Plante Moran Financial Advisors in Chicago, IL. He has been with Plante Moran Financial Advisors since 2001 and with Plante Moran, PLLC since 2009. Outside of his advisory role, Johnson is involved in a family racehorse operation, where he handles purchase, selection, and selling decisions. 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 in its investment process, offering both discretionary and non-discretionary portfolio management services.

Elizabeth Niemenski is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. She holds a Series 65 designation and has worked previously at Ameriprise Financial Services and in various other roles including at Michigan State University and Jewish Senior Life. Plante Moran Financial Advisors, LLC 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’s investment approach combines fundamental, technical, and cyclical analysis with a proprietary equity market valuation model and frequently utilizes third-party separate account managers and alternative investments.

Sean Greene is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and no prior industry experience. His background includes multiple roles at Bryn Mawr Country Club and education at the University of Illinois Urbana-Champaign. 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 combination of fundamental, technical, and cyclical analysis in its investment approach and offers both discretionary and non-discretionary portfolio management.

Sara Strohmaier is a CFP® certificant with 11 years of experience in financial advising. She has worked primarily with Plante Moran Financial Advisors since 2017, with prior experience at Hewins Financial Advisors, LLC. Strohmaier is based in Chicago, IL, and holds a Series 65 license. 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 uses a combined fundamental, technical, and cyclical investment approach, often employing third-party managers and alternative investments, with a majority of assets managed on a non-discretionary basis.

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.

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.

Ryan Mc Evily is a Series 65 licensed financial advisor with Plante Moran Financial Advisors in Chicago, IL, with two years of industry experience. He joined Plante Moran in 2023 after prior roles at Jessup Wealth Management and the University of Dayton. 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 multi-disciplinary investment approach combining fundamental, technical, and cyclical analysis with proprietary market valuation tools.

Michael Hartlieb is a CFP® and holds a Series 65 license, currently serving with Plante Moran Financial Advisors in Chicago, IL. He has six years of industry experience, including roles at Baker Tilly Virchow Krause and Googins Advisors, as well as academic positions at the University of Wisconsin. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a broad client base that includes individual households, institutional clients, and sovereign wealth funds. The firm employs a multifaceted investment process incorporating fundamental, technical, and cyclical analysis and utilizes both discretionary and non-discretionary portfolio management strategies.

Robert Volk II is a CFP® with five years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Chicago, IL. He has been with Plante Moran Financial Advisors since 2019, with prior roles that include positions at Costco and Dow AgroSciences. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, not-for-profits, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment process and offers both discretionary and non-discretionary portfolio services.