Wyatt Smith is a CFP® professional with five years of experience in the financial services industry. He is currently affiliated with CG Advisory Services and has previously worked at Plante Moran Financial Advisors and LPL Financial LLC. CG Advisory Services is an SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management through proprietary and customized model programs, financial planning, retirement-plan consulting, and fiduciary advice, utilizing both human analysis and AI tools in its investment approach.

Jonathan Cohen is a CFP® with 30 years of experience in the financial services industry. He is currently with CG Advisory Services and has held roles at firms including Geneous Wealth Management, WFG Investments, and The Capital Group. CG Advisory Services manages approximately $4.02 billion for a diverse client base, offering discretionary portfolio management, financial planning, retirement plan services, and consulting through a combination of proprietary model portfolios and bespoke account solutions.

Nicole Loden is a CFP® and holds a Series 66 license, with seven years of experience in the financial industry. She is currently with CG Advisory Services and has previously worked at LPL Financial, Evangelista & Associates, and Geneos Wealth Management. Outside of her advisory role, she operates Capital Asset Advisory Services, LLC, an independent investment advisory firm. CG Advisory Services is an SEC-registered adviser managing over $4 billion for a diverse client base including individuals, pension plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, financial planning, and retirement services through proprietary model portfolios, third-party managers, and customized investment solutions.

Adam Brenders is a financial advisor at Rehmann Wealth in Lansing, MI, holding CFP® and Series 65 credentials with four years of industry experience. Prior to joining Rehmann Wealth in 2025, he worked at Plante Moran Financial Advisors and Plante Moran, and spent a year at Michigan Ross School of Business. Rehmann Wealth provides comprehensive wealth management, financial planning, and business succession services to individuals, families, trusts, charitable organizations, non-profits, small businesses, and institutional sponsors. The firm combines advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers fiduciary services including ERISA 3(21) and 3(38) for retirement plans, as well as access to private investment opportunities and a multi-billion dollar asset base.

Connor Porrell is a CFP® professional with three years of industry experience, currently affiliated with CG Advisory Services. He has previously worked at Oppenheimer & Co. Inc. and Jackson National, as well as held various roles linked to Michigan State University. CG Advisory Services is an SEC-registered adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm provides discretionary portfolio management through proprietary models and customized arrangements, offering financial planning, retirement-plan consulting, fiduciary advice, and access to alternative investments supported by AI tools and an investment committee.

Christian Whitehead is a CFP® and ChFC® with 15 years of industry experience. He is currently an advisor at CG Advisory Services and has previously worked at LPL Financial, Geneos Wealth Management Inc., and WFG Investments, Inc. Whitehead is also involved with Capital Asset Advisory Services, LLC, an independent investment advisory firm. CG Advisory Services is an SEC-registered adviser managing approximately $4.02 billion for a diverse client base that includes individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through proprietary model portfolios, third-party managers, and customized investment solutions.

Molly Brueggeman is a financial advisor at Rehmann Wealth in Lansing, MI, holding a Series 65 designation with two years of industry experience. She previously worked at Plante Moran Financial Advisors and Plante Moran, among other roles. In addition to her advisory work, she serves as a Senior Associate in accounting at Rehmann. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients. The firm offers comprehensive investment management and financial planning services, utilizing both an in-house investment team and third-party managers to construct diversified portfolios.

Basam Malik is a financial advisor with Rehmann Wealth, holding a Series 66 designation and 13 years of industry experience. He has worked at Rehmann Financial Network, LLC since 2019 and previously at Royal Alliance. Outside of his advisory role, Malik is a paid on-call firefighter and an NRA-certified firearms instructor offering pistol safety and training courses for Michigan Concealed Pistol Licenses. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients, providing investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services. The firm employs an in-house investment team alongside third-party managers to build diversified portfolios with ongoing supervision and rebalancing.

Emily Haberkern is a CFP® professional with 14 years of industry experience, currently serving with CG Advisory Services. Her career includes roles at LPL Financial LLC, Geneos Wealth Management, Inc., and independent advisory firms such as Capital Asset Advisory Services and Evangelista and Associates. Additionally, she is an adjunct professor at Eastern Michigan University. CG Advisory Services is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm emphasizes model-driven, discretionary portfolio management tailored to client objectives and incorporates both proprietary and third-party strategies alongside financial planning and fiduciary services.

Luke Terry is a financial advisor at Rehmann Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rehmann Financial Network, LLC since 2017, with prior experience at Royal Alliance Associates. Terry serves as treasurer for the Lansing Regional Chamber of Commerce. Rehmann Wealth serves a diverse client base including individuals, families, trusts, and institutional clients, providing comprehensive investment management and financial planning services supported by an in-house investment team and access to third-party managers.

Charles Moore is a financial advisor with ValMark Advisers, Inc. He holds the ChFC® designation and a Series 63 license, and has 35 years of industry experience. Moore has been with ValMark Advisers and ValMark Securities since 2011 and has operated his own practice since 1995. Outside of his advisory work, he is involved in the sale of insurance products through Oracle Financial Solutions. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of fee-based planning and consulting options.

Alexandra Herd is a financial advisor at Fifth Third Securities, Inc. She holds Series 63 and Series 65 registrations and has one year of industry experience. Her prior work includes roles at Fifth Third Bank, Ivy Tech Community College, Prairie State College, and Purdue University Northwest. Fifth Third Securities, Inc. serves a diverse client base of individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple investment programs on its Passageway platform, combining third-party portfolio managers and advisory services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Benjamin Mayhew is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at LPL Financial, Mayhew Wealth Management, L.M. Kohn & Company, and Compass Group. He has also worked in the hospitality sector, including at Lucky's Steakhouse and Tavern 109. Private Advisor Group serves a diverse range of clients, including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives utilizing various custodians, strategists, and program vehicles.

Curtis Meyers is a financial advisor at Hantz Financial Services, Inc. with 14 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2011. Outside of his advisory role, he coaches the varsity basketball team at Saint Patrick School in Portland, Michigan. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.

Roger Millbrook Jr. is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the PFS™ and Series 63 designations. His previous roles include positions at The Colony Group, Buckingham Strategic Wealth, and Siena Wealth Advisors. Millbrook also has longstanding involvement with Hicks Millbrook & Cwayna, PLLC and Siena Accounting, CPA, PLLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with firm-affiliated private and registered funds.

Gabrielle D'angelo is a financial advisor at PNC Wealth Management with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Fidelity Brokerage Services, Bain Consulting & Co, Bank of America, and Merrill. D'angelo is based in Okemos, MI. PNC Wealth Management offers retail brokerage and advisory services through model-based programs such as the Portfolio Solutions Strategist Digital Offering, an employee-only discretionary model account that uses algorithm-driven risk assessment and primarily invests in mutual funds and ETFs with annual rebalancing.

Scott Danek is a CFP® with 33 years of experience in the financial services industry. He is currently with NewEdge Advisors and has previously worked at Cetera, LPL Financial, and Equanimity Wealth Management, Inc., among others. Outside of his advisory duties, Danek ties fishing flies for fellow enthusiasts upon request. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, retirement plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of portfolio management and consulting services through independent investment adviser representatives, combining in-house and third-party strategies while utilizing technology and centralized due diligence.

Janelle Tuma is a Series 66-registered financial advisor with Fifth Third Securities, Inc. in East Lansing, Michigan, where she has worked since 2007. She has 19 years of industry experience. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank and provides access to multiple managed-account programs and unique features such as direct indexing and tax-overlay services.

Richard Vining is a financial advisor at Commonwealth Financial Network with 37 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at V Financial Advisors, LLC and SWBC Investment Services, LLC. In addition to his advisory work, he provides tax preparation services and serves as a trustee for two revocable trusts. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

David McNeilly is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Northwestern Mutual and Ameritas, as well as operating McNeilly Financial for ten years. He also engages in the sale of fixed insurance products including fixed life, fixed annuities, medical, disability, and long-term care insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.