Michael Brodowicz is a Series 66-licensed advisor with 10 years of industry experience, currently serving at Rehmann Wealth. His prior roles include positions at Golden Reserve Retirement, M Holdings Securities, Ameriprise Financial Services, Axa Advisors, and Integrated Financial. Outside of his advisory work, he serves as Volunteer Board Chairman of the Walled Lake Foundation for Excellence and is a volunteer member of the Community Financial Credit Union Supervisory Committee. Rehmann Wealth offers comprehensive wealth management, financial planning, and business succession services to individuals, families, trusts, non-profits, and institutional sponsors. The firm combines advisor-specific portfolios, in-house asset allocation models, and third-party manager allocations, while providing fiduciary services and access to private investment opportunities.

James Gracik is a financial advisor with Rehmann Wealth in Lansing, MI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with multiple firms, including Royal Alliance Associates and Rehmann Financial Network, and owns Gracik & Gracik, P.C., which provides tax, accounting, audit, and consulting services. Gracik also serves on the board of a local condominium owners association. Rehmann Wealth serves a diverse client base that includes individuals, high-net-worth families, trusts, charitable organizations, and institutional clients. The firm offers comprehensive services such as investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory, employing an in-house investment team alongside third-party managers to construct and monitor portfolios.

Scott Russ is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with ValMark since 2011. Outside of his advisory role, he is involved as a member of ASH STREET REDEVELOPMENT, LLC, which undertakes redevelopment of commercial and residential properties. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing a range of proprietary and third-party platforms and investment products, with ongoing monitoring and rebalancing overseen by an investment committee.

Tyler Weir is a CFP® professional with three years of experience, currently serving as a financial advisor at Rehmann Wealth. His prior experience includes roles at UHY, Yeo & Yeo, Mitsubishi Electric Automotive America, and Walsh College. Rehmann Wealth serves a diverse client base, including individuals, families, trusts, charities, businesses, and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes an in-house investment team alongside third-party managers to construct diversified portfolios and manages $4.27 billion in assets across a 36-advisor platform.

Michael Heath is a financial advisor with ValMark Advisers, Inc. in Mason, MI, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Prior to joining ValMark in 2018, he worked at Cambridge Investment Research Advisors and Sentinel Advisors from 2014 to 2018. Outside of his advisory role, Heath officiates collegiate and high school football and serves as a substitute reader at First Church Christ Scientist in Greater Lansing. 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 emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers proprietary platforms and sub-advisory services including ETF-focused portfolio solutions.

Riley Lewis is a financial advisor at Rehmann Wealth in Lansing, MI, holding Series 65 and Series 63 licenses with four years of industry experience. His prior experience includes roles at MWA Financial Services Inc, Modern Woodmen of America, Equitable Advisors, LLC, and an academic position at Hope College. Rehmann Wealth offers comprehensive wealth management, financial planning, estate and wealth transfer, and business succession services to a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and institutional sponsors. The firm employs a combination of advisor-specific portfolios, in-house managed asset allocation models, and third-party manager allocations, while also providing private investment opportunities and specialized fiduciary services for employer-sponsored retirement plans.

Jalen Garrett is a CFP® professional with five years of experience in financial advising, currently with Rehmann Wealth. His prior roles include positions at SGH Wealth Management, CIG Capital Advisors, and Mercer Global Advisors Inc. He serves as a volunteer board trustee for Mountaintop International Word Ministry, assisting with the organization's financial decision-making. Rehmann Wealth offers comprehensive wealth management, financial planning, and business succession services to individuals, families, trusts, and institutional clients. The firm employs a mix of advisor-specific portfolios, in-house asset allocation models, and third-party managers, and provides fiduciary services for employer-sponsored retirement plans.

Kristopher Burak is a financial advisor at Rehmann Wealth with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Rehmann Financial Network, LLC since 2017, following prior experience at Royal Alliance Associates. Burak serves on the boards of the Sparrow Hospital Foundation and The Army of Survivors, contributing to fundraising and governance efforts. Rehmann Wealth serves a diverse client base, including individuals, families, trusts, charitable organizations, and institutional clients, providing investment management, financial planning, and retirement-plan advisory services. The firm employs an in-house investment team and utilizes a broad range of investment vehicles, maintaining integrated operational relationships through its affiliation with an accounting firm and broker-dealer.

James Russell is a financial advisor with Rehmann Wealth in Lansing, MI, holding the CFP® designation and Series 63, 65, and 66 licenses. He has 23 years of industry experience, including roles at Royal Alliance and multiple entities within the Rehmann organization since 2014. In addition to his advisory work, he is involved in selling fixed insurance products through the Rehmann Insurance Group. Rehmann Wealth provides comprehensive wealth management, financial planning, and investment services to a diverse client base, including high-net-worth individuals, trusts, non-profits, and institutional sponsors. The firm employs a combination of advisor-specific portfolios, in-house managed asset models, and third-party managers, and offers fiduciary services for employer-sponsored retirement plans.

Harris Jadun is a financial advisor at ValMark Advisers, Inc. with Series 66 credentials and one year of industry experience. His background includes roles at ValMark Securities, Oracle Financial Solutions, and involvement with the Michigan Athletic Club. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.

Scott Wesley is a financial advisor at Rehmann Wealth in Lansing, MI, with six years of industry experience. He holds the CFP®, PFS™, and Series 66 credentials. Prior to joining Rehmann Wealth, he worked at Cetera Financial Specialists LLC and Stephenson & Company, PC. Outside of his advisory role, he is involved with Gracik & Gracik P.C., a CPA firm specializing in income tax preparation for individuals and small businesses. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, small businesses, and institutional clients. The firm offers investment management, financial and estate planning, business succession planning, and retirement-plan advisory services, utilizing an in-house investment team alongside third-party managers to construct diversified portfolios.

Kurt Creamer is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He has been with ValMark Advisers, Inc. since 2011. Outside of his advisory role, he is a guitarist in a band called The Pocket, performing at private parties, music festivals, and special events. 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 investment advisory representatives. The firm offers diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, along with back-office support and fee-based planning services.

Lisa Lamb is a financial advisor at Rehmann Wealth with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior roles include positions at Mutual of America Securities LLC and Nationwide Investment Services Corp. Rehmann Wealth offers comprehensive wealth management, financial planning, and business succession services to individuals, families, institutions, and nonprofits. The firm employs advisor-specific portfolios, in-house asset allocation models, and third-party managers, providing both discretionary and non-discretionary account management along with specialized fiduciary services.

Adam Tuttle is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining ValMark, he worked at Oracle Financial Solutions and AllState Insurance Company. He serves as a board member of the Chelsea Ridge Homeowner's Association. 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 emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and services including due diligence, back-office support, and fee-based planning.

David Cook is a financial advisor at Rehmann Wealth with five years of industry experience. He holds the Series 66 designation and has worked at Rehmann Financial Network, LLC since 2020 and previously at Rehmann Robson, LLC from 2015 to 2020. Rehmann Wealth serves a diverse range of clients including individuals, families, trusts, charitable organizations, small businesses, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services, utilizing an in-house investment team alongside third-party managers to construct diversified portfolios.

Steven Gibson is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Rehmann Wealth in Lansing, MI. He previously worked for Plante Moran Financial Advisors, LLC for 12 years before joining Rehmann Capital Advisory Group in 2020. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, small businesses, and institutional clients. The firm offers comprehensive financial planning and investment management services, utilizing both an in-house investment team and third-party managers to construct diversified portfolios with ongoing supervision and disciplined rebalancing.

Marla Masters is a financial advisor with Rehmann Wealth in Grand Rapids, MI, holding a Series 66 designation and 15 years of industry experience. She has worked at Rehmann Financial Network, LLC since 2018 and previously spent seven years with Royal Alliance Associates. Masters serves on the Board of Directors for the Michigan Jaycees Foundation, a nonprofit organization. Rehmann Wealth serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services, utilizing both discretionary and non-discretionary strategies with an in-house investment team and external managers.

Gerald Wernette is a financial advisor at Rehmann Wealth with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with The Rehmann Group since 1984. Outside of his advisory role, he serves as treasurer and board member for the Detroit chapter of the International Society of Certified Employee Benefit Specialists. Rehmann Wealth provides comprehensive wealth management and financial planning services to individuals, high-net-worth families, trusts, estates, charitable organizations, and institutional sponsors. The firm employs a mix of advisor-specific portfolios, in-house asset allocation models, and third-party managers, while also offering fiduciary services for employer-sponsored retirement plans and access to private investment opportunities.

Adam Garvey is a financial advisor with Rehmann Wealth in Grand Rapids, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Rehmann Financial Network, LLC since 2017 and Rehmann Financial Group since 2013, and previously worked at Royal Alliance from 2013 to 2017. Garvey serves as a board member and programming committee member of the Grand Traverse Area Estate Planning Council. Rehmann Wealth provides investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, businesses, and institutional clients. The firm employs an in-house investment team and allocates to third-party managers, offering portfolios with a range of asset types and ongoing supervision.

Travis Terhaar is a financial advisor at Rehmann Wealth in Lansing, MI, holding a Series 65 designation with nine years of experience at Rehmann and one year at KDP Retirement Plan Services, Inc. Rehmann Wealth provides comprehensive wealth management, financial planning, and business succession services to individuals, high-net-worth families, trusts, estates, charitable organizations, non-profits, small businesses, and institutional sponsors. The firm employs a combination of advisor-specific portfolios, in-house asset allocation models, and third-party managers, while also offering ERISA fiduciary services and access to private investment opportunities.