Mark Meyers is a financial advisor at Rehmann Wealth with 16 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Plante Moran Insurance Agency and Northwestern Mutual Investment Management. Rehmann Wealth provides comprehensive wealth management, financial planning, and investment management services to individuals, high-net-worth families, trusts, charitable organizations, and institutional sponsors. The firm employs a combination of advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers specialized fiduciary and private investment services within a broad professional services group.

David Ladomer is a CFP® with six years of industry experience, currently serving as a financial advisor at Rehmann Wealth since 2024. His prior experience includes roles at Ford Estates, LLC and Plante Moran Financial Advisors. Rehmann Wealth serves a diverse client base, including individuals, high-net-worth families, trusts, charitable organizations, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, business succession planning, and retirement-plan advisory services, managing assets through both discretionary and non-discretionary approaches with a focus on diversified portfolios and ongoing supervision.

Adam Lesperance is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently with CG Advisory Services and has held prior roles at Geneos Wealth Management Inc and Wfg Investments, Inc. Outside of advisory services, he is the owner of Lesperance Farms, LLC, a tree farm. CG Advisory Services is an SEC-registered adviser managing approximately $4.02 billion for a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm delivers investment management primarily through proprietary discretionary model portfolios and bespoke account structures, utilizing a combination of in-house models and third-party managers.

Parke Petersen is a financial advisor with CG Advisory Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Geneos Wealth Management and Wfg Investments, and has been involved with Capital Asset Advisory Services and CG Financial Services since 2005. CG Advisory Services is an SEC-registered firm managing over $4 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 proprietary model portfolios, third-party managers, and customized private equity and hedge-fund access.

Brian Walker is a financial advisor at CG Advisory Services with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and Geneos Wealth Management. Walker also provides administrative support to Capital Asset Advisory Services, an independent investment advisor firm. 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 with proprietary and customized model programs, financial planning, retirement-plan consulting, and access to alternative investments, using a model-driven approach supported by an Investment Committee and AI tools.

Jeffrey Casey is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is affiliated with CG Advisory Services and has held roles at Geneos Wealth Management Inc and Wfg Investments, Inc. Casey has owned and managed several related businesses, including investment advisory and insurance firms. CG Advisory Services is an SEC-registered adviser serving individuals, pension plans, charitable organizations, and corporate clients through discretionary portfolio management, financial planning, and retirement consulting. The firm employs proprietary model-driven investment strategies supported by fundamental and technical research and incorporates AI tools and third-party managers in its approach.

Nathan Traxler is a Series 65-licensed financial advisor with four years of industry experience. He is currently with CG Advisory Services, where he has worked since 2021. His prior experience includes roles at Edward Jones and Menards, as well as positions outside finance in construction and education. 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 offers discretionary portfolio management, financial planning, retirement services, and consulting through proprietary model portfolios, third-party managers, and customized investment solutions.

Thomas Doran is a financial advisor with CG Advisory Services and holds Series 63 and Series 66 licenses. He has 28 years of industry experience, including roles at Geneos Wealth Management, WFG Investments, and Capital Asset Advisory Services. Doran was also associated with the CPA firm Anderson, Tuckey, Bernhardt & Doran, PC, and serves on the board of directors for the Harbor Bay Condo Association. 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, third-party managers, and customized investment solutions.

Colin Lennox is a CFP® with six years of industry experience, currently serving as a financial advisor at Rehmann Wealth since 2024. He previously worked for ten years at Plante Moran Financial Advisors. Outside of his advisory role, Lennox volunteers as a member of the investment committee for the endowment fund at First United Methodist Church Birmingham. 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 an in-house investment team alongside third-party managers to construct and monitor diversified portfolios.

Elijah Richardson is a Series 65-licensed financial advisor at CG Advisory Services with three years of industry experience. He previously worked at Jackson National and has a background that includes roles at Michigan State University and Williamston High School. 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 through proprietary model portfolios and bespoke account structures.

Richard Minh Tran is a financial advisor at Gradient Securities, LLC with Series 65 credentials. He has one year of experience in the financial industry and a background that includes roles at Tecomet, Inc., Eaton Aerospace, General Motors, and the Facility for Rare Isotope Beams. Gradient Securities, doing business as Gradient Wealth Management, offers 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 focuses on a non-discretionary model, combining fundamental, technical, and cyclical analysis while often utilizing third-party managers.

Daniel Zeiger is a financial advisor at Sequent Planning, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Packerland Brokerage Services and Foresters Equity Services, Inc. Outside of his advisory role, he operates as an independent contractor selling life, annuities, health, LTC, and Medicare products. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm combines firm-developed models, third-party managers, and customized allocations within a structured risk framework and provides clients with ongoing investment communications and newsletters.

Seth Houle is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Plante Moran Financial Advisors with two years of industry experience. His background includes roles at Plante Moran Financial Advisors, Michigan State University, and several community organizations in Michigan. Plante Moran Financial Advisors, LLC offers investment advisory, financial planning, and estate planning services to a diverse client base including individuals, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model, and manages a significant portion of assets on a non-discretionary basis.

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.

Caitlyn Gimler is a CFP® with five years of industry experience currently serving at Rehmann Wealth. Her prior experience includes six years at Plante Moran Financial Advisors and earlier roles at Goodbody Stockbrokers and Denison Financial. Rehmann Wealth provides comprehensive wealth management and financial planning services to a diverse client base, including individuals, high-net-worth families, trusts, and institutions. The firm combines advisor-specific portfolios, in-house asset allocation models, and third-party managers, offering a variety of investment strategies and fiduciary services.

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.

Daniel Taylor is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors. He has five years of industry experience, including prior roles at the University of Michigan and Ann Arbor State Bank. He is based in East Lansing, MI. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Kristen Fillmore is a CFP® professional with 10 years of experience in the financial advisory industry. She has been with Plante Moran Financial Advisors since 2015. 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 combination of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management.

Jeffrey Phillips is a CFA® charterholder with 24 years of experience in the financial services industry. He is currently a financial advisor at Rehmann Wealth in Lansing, MI, where he has worked since 2017. Prior to that, he held roles at Royal Alliance and has been associated with Rehmann Financial since 2005. Phillips serves as treasurer for both the Florida Venture Capital Forum and his local church board. Rehmann Wealth provides comprehensive wealth management and financial planning services to individuals, families, trusts, and institutional clients. The firm combines advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers specialized fiduciary services along with access to private investment opportunities.

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.