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 Series 65-licensed financial advisor at Plante Moran Financial Advisors with one year of industry experience. His prior roles include multiple engagements at Egypt Valley Country Club and attendance at Michigan State University. Plante Moran Financial Advisors serves individual and institutional clients with services including investment advisory, financial planning, and estate planning. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

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 at AssuredPartners Investment Advisors with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Chesme Capital Management since 2005, serving there through its affiliated firm Chesme Capital Management LLC before joining AssuredPartners in 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 of advisors across multiple offices.

Gregory Walthorn is a CFP® professional with 16 years of industry experience, currently serving as a partner at Plante Moran Financial Advisors since 2015. He is also a partner in Blue Water Retreat, LLC, a residential property maintenance and management business in Bath, Michigan. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to both individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a range of analytical methods and offers portfolio management through discretionary and non-discretionary arrangements, managing a significant mix of assets within the Plante Moran enterprise.

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 credential. He has one year of industry experience and previously worked at Public Affairs Associates and Home Depot. Tyler completed his education at Grand Valley State University. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, and charitable organizations. The firm employs a variety of analytical methods and manages both discretionary and non-discretionary portfolios, with affiliations that provide integrated financial services.

Eric Bowers is a CFP®-certified financial advisor with 15 years of industry experience, currently serving at Plante Moran Financial Advisors in East Lansing, MI. He has been with Plante Moran Financial Advisors since 2010 and is also a partner at Plante & Moran PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, banks, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.

Jennifer Behm is a financial advisor with CG Advisory Services, holding a Series 66 designation and bringing 10 years of industry experience. She has previously worked at Bank of America and Merrill Lynch from 2015 to 2023 and is also involved with Evangelista & Associates. Outside of investment advisory, Behm is a commissioned notary. 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 provides discretionary portfolio management, financial planning, retirement plan services, and consulting through a combination of proprietary model portfolios, third-party managers, and customized investment strategies.

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 at Gradient Securities, LLC with five years of industry experience. She holds Series 65 and Series 63 licenses. Tran also serves as an insurance agent with Synergy Financial Group, LLC and is the office manager at 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 uses a non-discretionary model that combines fundamental, technical, and cyclical analysis and often incorporates third-party managers, maintaining various related broker-dealer and insurance wholesaling activities.

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, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His prior roles include positions at Muriel Siebert & Co., Inc., Wells Fargo Advisors, and Lineguard Investments, LLC. CG Advisory Services is a multi-team SEC-registered advisory firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm employs a largely model-driven investment approach supplemented by fundamental and technical research, offering discretionary portfolio management, financial planning, and access to alternative investments through external platforms.

Allison Ingles is a CFP® with eight years of industry experience, currently serving as a financial advisor at CG Advisory Services in Ann Arbor, MI. Her prior roles include positions at LPL Financial, Evangelista & Associates, Geneos Wealth Management, and Focus Financial Group. Ingles also provides investment advisory services through Capital Asset Advisory Services, LLC, an independent registered investment advisor. CG Advisory Services manages 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 private equity and hedge-fund access.