Joseph Crumley is a financial advisor at CG Advisory Services with seven years of industry experience. He holds a Series 65 designation and has worked at Wealth Advisory Group since 2018, following a year at DTN Management. He studied from 2007 to 2017 before beginning his advisory career. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management and financial planning through proprietary model portfolios and customized account structures, supported by an Investment Committee and technology-driven research tools.

Ashley Musselman is a financial advisor with CG Advisory Services, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her prior firms include J.P. Morgan Securities, Commonwealth Financial Network, and LPL Financial. Outside of advising, she contributes as a freelance writer for a publication called She's Just a Girl. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm employs a range of discretionary portfolio management strategies, combining proprietary model portfolios with third-party managers and customized investment solutions.

Thomas Austin is a financial advisor at CG Advisory Services with 16 years of industry experience. He holds a Series 65 designation and has been involved in Capital Asset Advisory Services, LLC since 2012, as well as operating Austin Tax since 2008. Outside of his advisory and tax work, Austin serves as a board member for Mosaic Christian Community Development. CG Advisory Services is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business clients. The firm employs a largely model-driven investment approach supplemented by fundamental and technical research, utilizing both proprietary models and third-party managers to tailor portfolios to client objectives.

Brent Bruggink is a financial advisor with CG Advisory Services, holding Series 65 and Series 66 credentials and three years of industry experience. His prior work includes roles at Alerus and the City of Potterville. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, offering discretionary portfolio management, financial planning, retirement plan services, and consulting through both model programs and bespoke account structures.

John Evangelista is a CFP® with 31 years of industry experience, currently affiliated with CG Advisory Services. He has held roles at Geneos Wealth Management Inc., Capital Asset Advisory Services, LLC, WFG Investments, Inc., and has operated Evangelista & Associates, Inc. for over 20 years. Outside of his advisory work, he serves on the board of trustees for Hospice of Michigan and is the sole member and operator of Bee Happy Farm LLC. CG Advisory Services is an SEC-registered advisory firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm emphasizes model-driven portfolio management combined with customized advisory solutions, employing fundamental and technical research supported by AI tools and offering access to alternative investments through external platforms.

Grant Dunatchik is a CFP®, ChFC®, and holds a Series 65 license, with six years of industry experience. He has been with CG Financial Services since 2019 and previously worked at Trijicon, Inc. and Northwood University. CG Advisory Services is an SEC-registered advisor serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm delivers discretionary portfolio management through proprietary model programs and bespoke Adviser-as-Portfolio-Manager arrangements, combining fundamental and technical research with AI tools to support its investment approach.

Austin Brown is a financial advisor at CG Advisory Services with 10 years of industry experience. He holds the ChFC® and Series 66 designations and previously worked at Geneos Wealth Management and WFG Investments. In addition to his advisory role, Brown is involved in insurance sales with various carriers through Capital Asset Insurance Services. CG Advisory Services is an SEC-registered firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management utilizing proprietary and customized models, financial planning, and consulting services, combining fundamental and technical research with AI tools and diverse investment strategies.

Gary Nucian is a financial advisor with CG Advisory Services, holding Series 63 and Series 65 licenses and over 53 years of industry experience. His career includes long tenures at Merrill and Bank of America, along with roles at Ameriprise Financial Services, Securities America, and CETERA Financial Specialists. He is also involved with Patriot Financial Group and Sterling Endeavor, where he provides investment advisory services. CG Advisory Services is an SEC-registered adviser serving individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporate clients. The firm employs a model-driven investment approach combined with discretionary portfolio management, financial planning, and fiduciary advice, using both proprietary models and third-party managers.

Jennifer Behm is a CFP® professional with 11 years of industry experience. She currently serves as an advisor at CG Advisory Services and has prior experience with LPL Financial, Bank of America, and Merrill. In addition to her advisory work, she is commissioned as a notary. CG Advisory Services is an SEC-registered firm that provides discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a model-driven investment approach supplemented by fundamental and technical research, with access to alternative investments and third-party managers.

Joseph Kanouno is a financial advisor at CG Advisory Services with a Series 66 credential and two years of industry experience. He previously worked at LPL Financial and Evangelista & Associates. Outside of his advisory role, he is a business owner of PAPV, Inc., a non-investment-related venture. CG Advisory Services is an SEC-registered firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management through proprietary and customized models, financial planning, retirement consulting, and fiduciary advice, utilizing fundamental and technical analysis along with AI tools to support investment decisions.

Timothy Lukasik is a CFP® professional with 22 years of industry experience. He currently works at CG Advisory Services and has prior experience at Thrivent Financial and Pacific Select Distributors. CG Advisory Services is an SEC-registered multi-team advisory firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm employs a model-driven investment approach supplemented with fundamental and technical research, offering discretionary portfolio management, financial planning, and access to alternative investments.

Riley Derwich is a Series 65-licensed financial advisor with CG Advisory Services, based in Williamston, MI, and has four years of industry experience. His background includes roles at Advanced Wealth Strategies and work in the golf and community education sectors. CG Advisory Services is an SEC-registered advisor serving individuals, pension plans, charitable organizations, and corporate clients. The firm delivers discretionary portfolio management through proprietary models and customized adviser-led approaches, combining fundamental and technical research with AI tools and access to alternative investments.

Tyler Porrell is a financial advisor at CG Advisory Services with a Series 65 credential. He has been in the industry since 2020, with prior experience at Jackson National and Douglas J Salon. Tyler also attended Michigan State University from 2020 to 2024. CG Advisory Services is an SEC-registered adviser managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management and financial planning through proprietary model portfolios, third-party managers, and customized investment strategies.

Jeffrey Kercorian is a financial advisor with CG Advisory Services in Williamston, MI, holding Series 65 and Series 63 licenses and having 30 years of industry experience. His prior roles include positions at Muriel Siebert & Co., Inc., Wells Fargo Advisors, and other firms. CG Advisory Services is a multi-team SEC-registered advisor serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a largely model-driven investment approach combined with financial planning, retirement consulting, and access to alternative investments through third-party managers.

Allison Ingles is a CFP® with nine years of industry experience, currently associated with CG Advisory Services in Williamston, MI. She has worked at firms including LPL Financial, Evangelista & Associates, Geneos Wealth Management, and Focus Financial Group. Ingles provides investment advisory services through Capital Asset Advisory Services, LLC, an independent registered investment advisor firm. CG Advisory Services is an SEC-registered firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management primarily through proprietary model programs and customized adviser-as-portfolio-manager arrangements, supported by fundamental and technical research and supplemented by AI tools.

Michael Graves is a financial advisor at CG Advisory Services with two years of industry experience. He holds a Series 65 designation and previously served in the United States Army for three years. Before his advisory career, he worked for Pictured Rocks Cruises for four years. CG Advisory Services is an SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management using proprietary models and customized approaches, supplemented by AI tools and third-party managers when appropriate.

Nicholas Schafer is a financial advisor with CG Advisory Services in Williamston, MI, holding a Series 65 designation and five years of industry experience. His work history includes roles at CG Financial Services, Door Dash, Total Investment Planners, and Central Michigan University. CG Advisory Services is an SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management using proprietary models and Adviser-as-Portfolio-Manager arrangements, supplemented by financial planning, retirement consulting, and access to alternative investments, employing both human and AI-supported research methods.

Scott Palomaki is a financial advisor with CG Advisory Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Geneos Wealth Management Inc and Wfg Investments, Inc. Palomaki operates an independent fixed insurance business under the name TCG Insurance. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, and retirement services through proprietary model portfolios, third-party managers, and customized investment solutions.

Nathan Zolynsky is a CFP® professional with three years of industry experience, currently advising at CG Advisory Services. His prior roles include positions at Mercer Global Advisors Inc. and Vintage Financial Services, LLC. He is also associated with Evangelista and Associates, a DBA for LPL Financial. CG Advisory Services is an SEC-registered adviser managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting, utilizing proprietary model portfolios alongside third-party managers and customized investment strategies.

Anthony Mazzali is a CFP® and ChFC® with 32 years of experience in the financial services industry. He is affiliated with CG Advisory Services and has held roles at Geneos Wealth Management Inc, Wfg Investments, Inc., CG Financial Services, and Capital Asset Advisory Services. Outside of advisory work, he owns a lumber business, Shorty II Woodworks, and is involved with Crooked Foot Upland Bird & Game Hunting Inc. CG Advisory Services is an SEC-registered firm managing over $4 billion for a diverse client base, offering discretionary portfolio management, financial planning, and retirement services through a combination of proprietary model portfolios, third-party managers, and customized investment solutions.