Eric Brogan is a financial advisor with ON Investment Management Company, holding a Series 63 designation and 33 years of industry experience. He has worked with The O.N. Equity Sales Company since 1993 and Ohio National Life since 1992. Brogan serves on the board of The Dart Bank, a community bank in Michigan. ON Investment Management Company is a registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to a range of clients including individuals, families, trusts, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary account management and utilizes a dual-registration model involving broker-dealer activities and third-party investment programs.

David Robinson is a CFP® professional with 34 years of industry experience. He is currently with CG Advisory Services and has held roles at LPL Financial, Geneos Wealth Management, and several other firms. Robinson is also involved with Capital Asset Advisory Services, LLC, an independent investment advisory business he has operated since 2009. 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 and financial planning through proprietary model portfolios, bespoke account structures, and third-party managers, supported by an Investment Committee and technology-driven operational tools.

Jeffrey Roman is a CFP® professional with 14 years of industry experience, currently affiliated with CG Advisory Services. His prior experience includes roles at LPL Financial, Geneos Wealth Management Inc, Wfg Investments, Inc, and independent advisory work through Capital Asset Advisory Services and CG Financial. CG Advisory Services is an SEC-registered firm serving individuals, pension plans, charitable organizations, and corporate clients with discretionary portfolio management, financial planning, and retirement consulting. The firm employs a model-driven investment approach supplemented by AI tools and offers access to private equity and hedge funds through external platforms.

Marissa Collins is a Series 65-licensed advisor with CG Advisory Services based in Williamston, MI. She has three years of industry experience, including roles at Advanced Wealth Strategies and the Financial Wellness Collaborative, alongside academic and community involvement at Central Michigan University and Marlette Jr/Sr High School. CG Advisory Services is an SEC-registered firm serving individuals, pension plans, charitable organizations, and business clients. The firm delivers discretionary portfolio management through proprietary models and customized arrangements, combining fundamental and technical research with AI tools and access to alternative investments.

Leonard Gilroy Solano is a financial advisor with CG Advisory Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Cetera Financial Specialists LLC, The Patriot Financial Group, Sterling Endeavor Wealth Management, Securities America, and Wells Fargo Clearing. He is also involved as an insurance agent specializing in fixed insurance products such as term life. CG Advisory Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary portfolio management through proprietary models and bespoke adviser arrangements. The firm combines fundamental and technical research, asset allocation strategies, and AI tools to tailor investment solutions supported by a large advisory platform with multiple custodial and technology partnerships.

William Jenkins is a ChFC® credentialed financial advisor with 16 years of industry experience. He has been associated with Capital Asset Advisory Services, LLC since 2010. Jenkins is based in Williamston, MI. 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 employs discretionary portfolio management, financial planning, and consulting through proprietary model portfolios and customized account structures.

Kenneth Evangelista is a financial advisor with CG Advisory Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior firms include LPL Financial, Geneos Wealth Management, Inc., and Wfg Investments, Inc. He has also maintained long-term involvement with Capital Asset Advisory Services, LLC and Wealth Advisory Group. CG Advisory Services is an SEC-registered adviser managing approximately $4.02 billion for a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, retirement plan services, and consulting through a combination of proprietary model portfolios, third-party managers, and customized private equity and hedge-fund access.

Mac Carpenter is a financial advisor with Creative Financial Designs, Inc. in Okemos, MI, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Creative Financial Designs and related entities since 2016. Outside of his advisory role, he owns Carp Ventures, Inc., a software development and sales business. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management and financial planning. The firm uses asset-class model allocations guided by an Executive Investment Committee and offers specialized strategies including Biblically Responsible Investing.

Larry Weichel is a financial advisor with Creative Financial Designs, Inc., holding the ChFC® designation and Series 66, 65, and 63 licenses. He has 18 years of industry experience, having previously worked at Gleaner Life, Gleaner Financial, Regulus Advisors, LLC, and Lutheran Financial Services. Outside of his advisory work, he is involved in woodworking through a non-investment business partnership. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm uses asset-class model allocations and a range of risk objectives, with an Executive Investment Committee overseeing strategy and a distinctive suite of implementation features including Biblically Responsible Investing options.

Alexander Denno is a financial advisor with CG Advisory Services, holding a Series 66 designation and 11 years of industry experience. He has worked with CG Financial Services since 2015 and has held roles at Geneos Wealth Management and WFG Investments. Denno also works as an independent representative for fixed insurance products through CG Insurance Services. CG Advisory Services is an SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs proprietary model-driven portfolio management alongside customized adviser-led solutions, using fundamental and technical research supported by AI tools, and offers access to alternative investments and third-party managers.

Karen Stancombe is a financial advisor with CG Advisory Services in Brighton, MI, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at Capital Asset Advisory Services, LLC since 2020 and owns Karen Ryan Enterprises, LLC, a tax preparation and accounting business operating as Tax Saving Solutions LLC. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base that includes individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through proprietary model portfolios and customized investment solutions.

Alexandria Fulton is a Series 65-licensed financial advisor with five years of industry experience. She is currently with CG Advisory Services and previously worked at Edward Jones Investments. Fulton’s background includes roles outside finance, such as positions at Kroger and Spring Arbor University. CG Advisory Services is an SEC-registered firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management using proprietary models and customized approaches, incorporating fundamental and technical research, options strategies, and alternative investments, supported by an Investment Committee and AI tools.

Wyatt Smith is a CFP® professional with five years of industry experience, currently serving as an advisor at CG Advisory Services in Williamston, Michigan. He has worked at firms including LPL Financial LLC and Plante Moran Financial Advisors. CG Advisory Services is an SEC-registered investment advisor that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management using proprietary and customized models, supplemented by financial planning, retirement-plan consulting, and access to alternative investments.

Jonathan Cohen is a CFP® with 30 years of experience in the financial services industry. He is currently with CG Advisory Services and has held roles at firms including Geneous Wealth Management, WFG Investments, and The Capital Group. CG Advisory Services manages approximately $4.02 billion for a diverse client base, offering discretionary portfolio management, financial planning, retirement plan services, and consulting through a combination of proprietary model portfolios and bespoke account solutions.

Nicole Loden is a CFP® and holds a Series 66 license, with seven years of experience in the financial industry. She is currently with CG Advisory Services and has previously worked at LPL Financial, Evangelista & Associates, and Geneos Wealth Management. Outside of her advisory role, she operates Capital Asset Advisory Services, LLC, an independent investment advisory firm. CG Advisory Services is an SEC-registered adviser managing over $4 billion for a diverse client base including individuals, pension plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, financial planning, and retirement services through proprietary model portfolios, third-party managers, and customized investment solutions.

Connor Porrell is a CFP® and holds a Series 66 license with three years of industry experience. He currently works at CG Advisory Services and previously worked at Oppenheimer & Co. Inc. His background also includes positions related to Michigan State University and Jackson National. CG Advisory Services is an SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a largely model-driven investment approach tailored to client objectives, combining fundamental and technical research with the use of AI tools and access to alternative investments.

Christian Whitehead is a CFP® and ChFC® with 15 years of industry experience. He is currently an advisor at CG Advisory Services and has previously worked at LPL Financial, Geneos Wealth Management Inc., and WFG Investments, Inc. Whitehead is also involved with Capital Asset Advisory Services, LLC, an independent investment advisory firm. CG Advisory Services is an SEC-registered adviser managing approximately $4.02 billion for a diverse client base that includes individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through proprietary model portfolios, third-party managers, and customized investment solutions.

Emily Haberkern is a CFP® professional with 14 years of industry experience, currently serving with CG Advisory Services. Her career includes roles at LPL Financial LLC, Geneos Wealth Management, Inc., and independent advisory firms such as Capital Asset Advisory Services and Evangelista and Associates. Additionally, she is an adjunct professor at Eastern Michigan University. CG Advisory Services is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm emphasizes model-driven, discretionary portfolio management tailored to client objectives and incorporates both proprietary and third-party strategies alongside financial planning and fiduciary services.

Benjamin Mayhew is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has four years of industry experience and has worked at firms including LPL Financial and Mayhew Wealth Management. Outside of advising, he is a commissioned notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based model and technology platforms to deliver customized investment solutions through both direct management and third-party strategists.

Curtis Meyers is a financial advisor at Hantz Financial Services, Inc. with 15 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2011. Outside of his advisory role, Curtis coaches the varsity basketball team at Saint Patrick School, where he previously attended high school. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm employs ETF-based model portfolios across multiple risk levels and integrates third-party money managers and technology platforms to provide portfolio management, financial planning, and retirement consulting services.