Jeffrey Phillips is a CFA® charterholder with 24 years of experience in the financial services industry. He is currently a financial advisor at Rehmann Wealth in Lansing, MI, where he has worked since 2017. Prior to that, he held roles at Royal Alliance and has been associated with Rehmann Financial since 2005. Phillips serves as treasurer for both the Florida Venture Capital Forum and his local church board. Rehmann Wealth provides comprehensive wealth management and financial planning services to individuals, families, trusts, and institutional clients. The firm combines advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers specialized fiduciary services along with access to private investment opportunities.

Douglas Vaughn is a CFP® professional with 15 years of experience in the financial advisory industry. He currently works at AssuredPartners Investment Advisors and previously spent 19 years at Chesme Capital Management and its affiliated entity. Vaughn is also involved with Chesme Capital Management as a registered investment advisor. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team-based approach across multiple offices.

William Lazar is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Rehmann Wealth and previously worked at Plante Moran Financial Advisors. Lazar serves as a board member and treasurer for the Youth Sailing Foundation, a nonprofit organization, where he reviews financials and assists with audits. 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, business succession planning, and retirement-plan advisory services, utilizing both in-house and third-party investment management resources.

Duncan Clark is a CFP® and holds a Series 65 license with one year of industry experience. He is currently with Plante Moran Financial Advisors in East Lansing, MI. Outside of his advisory role, he has worked multiple years at Egypt Valley Country Club. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse 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 uses third-party separate account managers and alternative investments.

Jamie Wing is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 credentials and offering 32 years of industry experience. He has held roles at Synergy Life Annuity, LLC since 2023 and has been affiliated with Synergy Financial Group, LLC and JW Wealth Management Group, LLC since 2009 and 2007, respectively. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a notable business model involving third-party manager referrals and a mix of advisory and commissionable securities services.

Simon Micakaj is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Rehmann Wealth since 2016. He holds a Series 65 license and is based in Lansing, MI. Outside of his advisory role, Micakaj is a board member and secretary of the Cascades of Stoney Creek Homeowners Association. 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 in-house and third-party investment resources.

Nicole Spitzley is a financial advisor at Rehmann Wealth with 16 years of industry experience. She holds a Series 66 designation and has worked at Rehmann Financial Network, LLC since 2013 and Royal Alliance Associates from 2010 to 2017. Spitzley also serves as Chief Compliance Officer at Rehmann Financial Network, LLC. Rehmann Wealth serves individuals, families, trusts, charitable organizations, small businesses, and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs an in-house investment team and allocates to third-party managers, managing over $4 billion in assets across a platform of 36 advisors.

Stephen Erb is a financial advisor with AssuredPartners Investment Advisors in DeWitt, MI, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He previously worked at Chesme Capital Management LLC and its predecessor firm from 2005 to 2024. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and serves clients through a team across multiple offices, offering both discretionary and non-discretionary portfolio management as well as ERISA plan services and participant education.

William Blank is a financial advisor with Rehmann Wealth in Lansing, MI, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial LLC, Equitable Advisors LLC, Kestra Advisory, and AXA Advisors, LLC. Rehmann Wealth offers comprehensive wealth management and financial planning services to individuals, families, trusts, non-profits, small businesses, and institutional sponsors. The firm employs a combination of in-house and third-party managed investment strategies, provides fiduciary services for employer-sponsored retirement plans, and operates within a broader professional services group that includes accounting, trust, and insurance affiliates.

Ronald Knipping is a CFP® professional with over 31 years of experience in financial advising. He has worked at Rehmann Financial Network, LLC since 2017 and has been with Rehmann Financial since 2003, previously spending seven years at Royal Alliance Associates. Knipping is a partner in Rehmann, a CPA, consulting, and financial advisory firm, and serves as treasurer for For The Vets, a nonprofit supporting U.S. veterans. Rehmann Wealth serves a diverse client base, including individuals, families, trusts, nonprofits, and institutional clients, offering investment management, financial planning, estate and wealth transfer planning, and retirement plan advisory services. The firm manages assets using an in-house investment team alongside third-party managers, and its integrated structure includes affiliations with an accounting firm and a broker-dealer.

Gregory Walthorn is a CFP® professional with 16 years of industry experience, currently partnering at Plante Moran Financial Advisors since 2015. He previously held a partnership role at Plante & Moran PLLC. Outside of his advisory work, he is a partner in Blue Water Retreat, LLC, a residential property maintenance and management business in Bath, Michigan. Plante Moran Financial Advisors serves a diverse client base that includes individuals, high-net-worth households, institutions, and sovereign wealth funds. The firm provides investment advisory, financial planning, and estate planning services, employing a mix of fundamental, technical, and cyclical analysis alongside third-party managers and alternative investments.

Anthony Jacob Girard is a CFP® with four years of industry experience, currently serving as a financial advisor at Founders Financial Securities LLC in Lansing, MI. His prior roles include positions at Fifth Third Bank and Fifth Third Securities, as well as experience outside finance at Williams Gunsight Company. He is also involved with T&G Financial Solutions, an investment advisory firm. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance solutions, utilizing multiple advisory platforms and a combination of model portfolios and sub-advisory relationships.

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.