Gerald Wernette is a financial advisor at Rehmann Wealth with 16 years of industry experience. He holds Series 63 and Series 65 registrations and has been with The Rehmann Group since 1984. Wernette serves as a board member and treasurer for the Detroit chapter of the International Society of Certified Employee Benefit Specialists. Rehmann Wealth offers comprehensive wealth management, financial planning, and investment services to individuals, families, trusts, charitable organizations, and institutional sponsors. The firm utilizes a mix of advisor-specific portfolios, in-house asset allocation models, and third-party managers, while also providing fiduciary services for employer-sponsored retirement plans.

Adam Garvey is a financial advisor with Rehmann Wealth in Grand Rapids, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Rehmann Financial Network, LLC since 2017 and Rehmann Financial Group since 2013, and previously worked at Royal Alliance from 2013 to 2017. Garvey serves as a board member and programming committee member of the Grand Traverse Area Estate Planning Council. Rehmann Wealth provides investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, businesses, and institutional clients. The firm employs an in-house investment team and allocates to third-party managers, offering portfolios with a range of asset types and ongoing supervision.

Travis Terhaar is a financial advisor at Rehmann Wealth in Lansing, MI, holding a Series 65 designation with nine years of experience at Rehmann and one year at KDP Retirement Plan Services, Inc. Rehmann Wealth provides comprehensive wealth management, financial planning, and business succession services to individuals, high-net-worth families, trusts, estates, charitable organizations, non-profits, small businesses, and institutional sponsors. The firm employs a combination of advisor-specific portfolios, in-house asset allocation models, and third-party managers, while also offering ERISA fiduciary services and access to private investment opportunities.

Douglas Barber is a CFP® professional with 33 years of experience in financial advising. He has worked with Rehmann Financial since 2001 and has been with Rehmann Financial Network, LLC since 2017, following seven years at Royal Alliance Associates. Barber serves as an at-large board member of Disability Connections, a nonprofit organization. Rehmann Wealth serves a diverse client base 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 both discretionary and non-discretionary management supported by an in-house investment team and third-party managers.

Ryan Hammis is a financial advisor at Rehmann Wealth with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James and Newtech Automotive Services. Hammis serves on the boards of the non-profits SVRC Industries and Junior Achievement of North Central Michigan. Rehmann Wealth provides comprehensive wealth management, investment management, financial planning, estate and wealth transfer, and business succession services to individuals, families, trusts, charitable organizations, small businesses, and institutional sponsors. The firm employs a multi-strategy investment approach, combining advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers specialized services including ERISA fiduciary oversight and private investment opportunities.

Ryan Sullivan is a CFP® with 23 years of experience in the financial services industry. He has worked at Rehmann Financial Network, LLC since 2017 and previously spent seven years at Royal Alliance Associates. Sullivan serves as a board member of the National Writers Series, a nonprofit organization focused on the arts. Rehmann Wealth serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, retirement plans, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, business succession planning, and retirement-plan advisory services, utilizing an in-house investment team alongside third-party managers to construct diversified portfolios.

Kevin Imhoff is a financial advisor with HBW Advisory Services LLC in Lansing, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at several firms including Cetera Advisor Networks LLC and Blue Diamond Business Solutions. Imhoff is also the owner and investment advisory representative of Blue Diamond Financial Coaching LLC, a financial planning service he has operated for over a decade. HBW Advisory Services manages approximately $1.75 billion in client assets, serving individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach utilizing third-party money managers and model portfolios, and is notable for its high client load per advisor and a diverse mix of retail, institutional, and intermediary relationships.

Mallory Griffin is a Certified Financial Planner (CFP®) with 11 years of industry experience, currently serving at Plante Moran Financial Advisors since 2014. She holds a Series 65 license and is based in East Lansing, MI. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis within its investment process and offers both discretionary and non-discretionary portfolio management.

Max Wellinger is a CFA® charterholder with six years of industry experience. He has worked at Rehmann Wealth since 2023 and previously spent 11 years at Plante Moran Financial Advisors. Rehmann Wealth serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, retirement plans, 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 discretionary and non-discretionary asset management with a combination of in-house and third-party investment strategies.

Thomas Wiggins is a CFP® professional with 19 years of industry experience. He has been with Rehmann Financial since 2008 and joined Rehmann Financial Network, LLC in 2017. Prior to that, he worked at Royal Alliance Associates from 2010 to 2017. Rehmann Wealth serves a diverse client base including individuals, families, trusts, non-profits, and institutional clients, offering investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services. The firm employs an in-house investment team and utilizes a range of investment vehicles while maintaining integrated relationships through affiliated entities and a multi-advisor platform.

Joseph Zaiter Jr. is a financial advisor at Rehmann Wealth in Lansing, MI, with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Rehmann Financial Network and Rehmann Capital Advisory Group since 2017, following prior roles at Royal Alliance Associates and Raymond James & Associates. Rehmann Wealth serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, retirement plans, and institutional clients. The firm provides comprehensive investment management and financial planning services, utilizing an in-house investment team alongside third-party managers to construct diversified portfolios with ongoing supervision and disciplined rebalancing.

Connor Matlock is a CFP® and holds a Series 65 license, with five years of industry experience. He has been with Plante Moran Financial Advisors since 2019. Prior to that, he worked at Grupo Antolin and Northwood University. Plante Moran Financial Advisors, LLC 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 blend of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio advisory services.

Michael Voorheis is a Series 66 licensed financial advisor with 17 years of industry experience. He currently works at AssuredPartners Investment Advisors and has been affiliated with Chesme Capital Management since 2018. Prior to that, he was with Investment Professionals Inc. for four years. He is involved with Chesme Capital Management, a registered investment adviser firm. 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 of advisors across multiple offices, offering both discretionary and non-discretionary portfolio management as well as fiduciary and educational plan services.

Adam Brenders is a financial advisor at Rehmann Wealth in Lansing, MI, holding CFP® and Series 65 credentials with four years of industry experience. Prior to joining Rehmann Wealth in 2025, he worked at Plante Moran Financial Advisors and Plante Moran, and spent a year at Michigan Ross School of Business. Rehmann Wealth provides comprehensive wealth management, financial planning, and business succession services to individuals, families, trusts, charitable organizations, non-profits, small businesses, and institutional sponsors. The firm combines advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers fiduciary services including ERISA 3(21) and 3(38) for retirement plans, as well as access to private investment opportunities and a multi-billion dollar asset base.

Molly Brueggeman is a financial advisor at Rehmann Wealth in Lansing, MI, holding a Series 65 designation with two years of industry experience. She previously worked at Plante Moran Financial Advisors and Plante Moran, among other roles. In addition to her advisory work, she serves as a Senior Associate in accounting at Rehmann. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients. The firm offers comprehensive investment management and financial planning services, utilizing both an in-house investment team and third-party managers to construct diversified portfolios.

Basam Malik is a financial advisor with Rehmann Wealth, holding a Series 66 designation and 13 years of industry experience. He has worked at Rehmann Financial Network, LLC since 2019 and previously at Royal Alliance. Outside of his advisory role, Malik is a paid on-call firefighter and an NRA-certified firearms instructor offering pistol safety and training courses for Michigan Concealed Pistol Licenses. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients, providing investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services. The firm employs an in-house investment team alongside third-party managers to build diversified portfolios with ongoing supervision and rebalancing.

Luke Terry is a financial advisor at Rehmann Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rehmann Financial Network, LLC since 2017, with prior experience at Royal Alliance Associates. Terry serves as treasurer for the Lansing Regional Chamber of Commerce. Rehmann Wealth serves a diverse client base including individuals, families, trusts, and institutional clients, providing comprehensive investment management and financial planning services supported by an in-house investment team and access to third-party managers.

Alexandra Herd is a financial advisor at Fifth Third Securities, Inc. She holds Series 63 and Series 65 registrations and has one year of industry experience. Her prior work includes roles at Fifth Third Bank, Ivy Tech Community College, Prairie State College, and Purdue University Northwest. Fifth Third Securities, Inc. serves a diverse client base of individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple investment programs on its Passageway platform, combining third-party portfolio managers and advisory services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Roger Millbrook Jr. is a PFS™-credentialed advisor with 16 years of industry experience, currently associated with Focus Partners Wealth, LLC. His career includes roles at The Colony Group, Buckingham Strategic Wealth, and Siena Wealth Advisors, among others. He also maintains a long-standing accounting practice through Siena Accounting, CPA, PLLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Janelle Tuma is a Series 66-registered financial advisor with Fifth Third Securities, Inc. in East Lansing, Michigan, where she has worked since 2007. She has 19 years of industry experience. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank and provides access to multiple managed-account programs and unique features such as direct indexing and tax-overlay services.