Derrek Klimek is a CFP®-certified financial advisor with 19 years of industry experience, currently practicing at Rehmann Wealth in Grand Rapids, MI. He has worked with Rehmann Financial and its affiliated entities since 2007, including roles at Rehmann Financial Network and Royal Alliance. Outside of financial advising, Klimek prepares tax returns for family and friends during tax season. Rehmann Wealth serves a diverse client base, including individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, and institutional clients. The firm provides investment management, financial planning, estate and wealth-transfer planning, business succession planning, and retirement-plan advisory services, utilizing both discretionary and non-discretionary strategies supported by an in-house investment team and external managers.

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.

Andrew Semrau is a financial advisor with Ausdal Financial Partners, Inc. He holds a Series 66 designation and has 20 years of industry experience. Prior to joining Ausdal in 2024, he worked at OSAIC and Signator Investors, Inc., and he is also the owner and advisor of Semrau Wealth Strategies, where he has been active since 2010. Ausdal Financial Partners manages over $2 billion in client assets and offers investment advisory programs, retirement plan services, and financial planning to a diverse client base including individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies and integrates brokerage and insurance services alongside advisory offerings.

Tyler Brooks is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and one year of industry experience. His work history includes roles at Public Affairs Associates and multiple positions at Home Depot, as well as academic experience at Grand Valley State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including high-net-worth individuals, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside proprietary valuation models and uses both discretionary and non-discretionary portfolio management approaches.

Eric Bowers is a CFP® and holds a Series 65 license with 15 years of industry experience. He is currently a partner at Plante & Moran, PLLC in Southfield, MI, and has been with Plante Moran Financial Advisors, LLC since 2010. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to private and institutional clients, including high-net-worth individuals, banks, insurance companies, and sovereign wealth funds. The firm’s investment process integrates fundamental, technical, and cyclical analysis with a proprietary equity market valuation model and commonly employs third-party managers and alternative investments.

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.

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.

Lindsay Tran is a financial advisor at Gradient Securities, LLC with Series 63 and Series 65 licenses and five years of industry experience. She previously worked at Turner Insurance and GCC Safety, and currently holds roles at Tranquility Wealth Management and Synergy Financial Group, where she also serves as an insurance agent. Lindsay manages office operations for JW Wealth Management, LLC. Gradient Securities, LLC provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a non-discretionary model, combining fundamental, technical, and cyclical analysis, often utilizing third-party managers while maintaining ongoing oversight and client approval of trades.

Riley Lewis is a financial advisor with Rehmann Wealth in Lansing, MI, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Rehmann Financial Network in 2025, he worked at MWA Financial Services Inc and Modern Woodmen of America from 2021 to 2025, and at Equitable Advisors, LLC from 2020 to 2021. He also spent four years at Hope College from 2016 to 2020. Rehmann Wealth provides comprehensive wealth management, financial planning, and business succession services to a diverse client base including individuals, families, trusts, charitable organizations, and institutional sponsors. The firm utilizes a combination of advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers fiduciary services and private investment opportunities.

Jalen Garrett is a CFP® with five years of industry experience, currently advising at Rehmann Wealth since 2023. His prior roles include positions at SGH Wealth Management, CIG Capital Advisors, Lumin Financial, Mercer Global Advisors, and GreenPath Financial Wellness. Garrett serves as a board trustee for Mountaintop International Word Ministry, assisting with the nonprofit’s financial decision-making. Rehmann Wealth provides comprehensive wealth management and financial planning services to individuals, families, trusts, and institutional clients. The firm employs a combination of advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers fiduciary services for retirement plans alongside access to private investment opportunities.

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 CFP® credentialed financial advisor with Rehmann Wealth in Lansing, MI, bringing 23 years of industry experience. He has worked with Rehmann Financial Network, Rehmann Capital Advisory Group, Royal Alliance, LPL Financial, and Chase Investment Services Corp. Additionally, he is involved in the sales of fixed insurance products through Rehmann Insurance Group. Rehmann Wealth provides comprehensive wealth management services to individuals, families, trusts, and institutional clients, combining advisor-specific portfolios with in-house and third-party asset allocation models. The firm offers fiduciary services for retirement plans, access to private investment opportunities, and operates within a broader professional services group including accounting, trust, broker-dealer, and insurance affiliates.

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.

Lisa Lamb is a financial advisor at Rehmann Wealth with 27 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several firms, including 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, trusts, non-profits, small businesses, and institutional sponsors. The firm uses a combination of advisor-specific portfolios, in-house managed asset allocation models, and third-party managers, and provides fiduciary services for employer-sponsored retirement plans.

Aaron Mix is a financial advisor with Gradient Securities, LLC, holding a Series 65 credential and beginning his advisory career in 2024. His professional background includes roles at Looking Glass Financial Services, Centene Corporation, Robert Half, and Michigan State University. He is also licensed as an insurance agent, selling life and fixed insurance products through Looking Glass Insurance Solutions. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, and non-discretionary asset management to a range of clients including individuals, pension plans, trusts, and corporations. The firm combines SEC-registered advisory services with broker-dealer activities and routinely uses third-party managers in its investment approach.

Daniel Malcolm is a financial advisor at Sequent Planning, LLC with five years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at First National Bank of America and Edward Jones. He also works as a licensed insurance agent, offering insurance products to clients. Sequent Planning, doing business as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, third-party model access, and a range of retirement-plan services through a network of independent advisers using a structured risk framework and diversified manager exposures.

Myles Wiley is a CFP® and holds a Series 65 license, serving as a financial advisor with Plante Moran Financial Advisors in East Lansing, MI. He has four years of industry experience, including roles outside the financial sector at FedEx and United Parcel Service. Prior to his current position, his work history also includes time at Michigan State University and Adrian College. 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 combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and often uses third-party managers and alternative investments in its approach.

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.