James Baird is a CFP® at Plante Moran Financial Advisors with 16 years of industry experience. He has been with Plante Moran Financial Advisors since 1999 and is also a partner at Plante & Moran PLLC. Plante Moran Financial Advisors serves individual and institutional clients, including high-net-worth individuals, banks, trusts, estates, and charitable organizations. The firm offers investment advisory, financial planning, and estate-planning services, utilizing a mix of fundamental, technical, and proprietary equity valuation methods in managing approximately $25 billion in assets.

Aaron Chenoweth is a CFA® charterholder and financial advisor with Plante Moran Financial Advisors, where he has worked for six years. He has three years of industry experience and previously held positions at Amazon, Chicago Dough, and the Acton Institute, among others. 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 multifaceted investment approach that includes fundamental, technical, and cyclical analysis, managing both discretionary and non-discretionary assets.

Philip Clark is a CFP® and Series 65 credentialed financial advisor at Plante Moran Financial Advisors with 16 years of industry experience. He has been with Plante Moran Financial Advisors since 2008 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 uses a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to develop strategic asset allocations and investment policy statements.

Abbey Homminga is a financial advisor at Plante Moran Financial Advisors in Portage, MI, holding a Series 65 credential with less than one year of industry experience. Prior to joining Plante Moran, Abbey held positions at Padnos and Grand Valley State University and has a background that includes education roles. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, banks, trusts, and charitable organizations. The firm employs a strategic investment approach utilizing fundamental, technical, and cyclical analysis, managing both discretionary and non-discretionary portfolios.

Jacob Schumaker is a CFA® charterholder with 10 years at Plante Moran Financial Advisors and 4 years of industry experience. He is based in Portage, MI, and has worked exclusively 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 individual, institutional, and charitable entities. The firm employs strategic asset allocation, written investment policies, and a combination of fundamental, technical, and proprietary equity valuation methods to manage approximately $25 billion in assets across discretionary and non-discretionary arrangements.

Christa Leson is a CFP® and holds a Series 65 license, working with Plante Moran Financial Advisors in Portage, MI. She has eight years of industry experience, including nine years at Plante Moran Financial Advisors. Christa's background includes roles at St Cloud State University before joining her current firm. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm employs a range of analytical methods and manages portfolios through discretionary and non-discretionary arrangements, supported by its affiliation with the broader Plante Moran enterprise.

Ian Randall is a CFP®-designated financial advisor with Plante Moran Financial Advisors, based in Portage, MI. He has four years of industry experience and has been with Plante Moran Financial Advisors since 2019. His prior work includes roles at Northville Hills Golf Club and Palatine Hill Wealth Management. Plante Moran Financial Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning, investment advisory, and estate-planning services, utilizing a mix of fundamental, technical, and proprietary equity valuation methods to manage portfolios through discretionary and non-discretionary arrangements.

Lindsey Wegeler is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Plante Moran Financial Advisors with nine years at the firm and eight years of industry experience overall. Prior to joining Plante Moran, she worked at Western Michigan University for two years. 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 proprietary equity valuation models to manage a mixture of discretionary and non-discretionary portfolios.

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 provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm employs a variety of analytical approaches and manages a mix of discretionary and non-discretionary assets, operating as part of the larger Plante Moran enterprise with affiliated trust, insurance, broker-dealer, and real estate advisory services.