Douglas Vaughn is a CFP® professional with 16 years of experience in financial advisory roles. He is currently with AssuredPartners Investment Advisors, having joined in 2024, and previously worked at Chesme Capital Management for 19 years. 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 multi-office team, offering both discretionary and non-discretionary portfolio management along with fiduciary and educational services.

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.

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.

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.

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.

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.

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.

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.

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.

Lindsay Tran is a financial advisor with Gradient Securities, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked at Gradient Securities since 2020 and also maintains roles with Tranquility Wealth Management, LLC and Synergy Financial Group, LLC, where she is involved in insurance sales. Gradient Securities, LLC (doing business as Gradient Wealth Management) 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 emphasizes a non-discretionary model and combines fundamental, technical, and cyclical analysis with third-party managers, while maintaining detailed disclosures of its multiple business relationships.