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 credentials and has previously worked at Packerland Brokerage Services and Foresters Equity Services, Inc. In addition to his advisory role, he operates as an independent contractor through Zeiger Financial, selling life, annuities, health, long-term care, and Medicare products. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations by providing asset management, financial planning, and retirement plan services. The firm employs a structured risk framework, diversified manager exposures, and tax-aware strategies, supported by platforms such as AdvisorEngine and Charles Schwab custody.

Seth Houle is a CFP® certificant and Series 65 license holder with two years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors. His prior work includes roles at Michigan State University, Blue Water Convention Center, and various educational and recreational institutions. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm employs strategic asset allocation, written investment policy statements, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions, managing 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.

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® professional with five years of experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2019. His prior roles include positions at Ann Arbor State Bank and the University of Michigan. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis alongside proprietary equity valuation to manage portfolios through discretionary and non-discretionary arrangements.

Kristen Fillmore is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors in East Lansing, MI. She has 10 years of industry experience and has been with Plante Moran Financial Advisors since 2015. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, and other business entities. The firm emphasizes strategic asset allocation and manager selection, managing a majority of its assets on a non-discretionary basis with client involvement in discretionary decisions.

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 Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with AssuredPartners Investment Advisors and has worked extensively with Chesme Capital Management since 2005. 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 multi-office team of 31 advisors.

Thomas Austin is a financial advisor with CG Advisory Services, holding a Series 65 credential and 15 years of industry experience. He has worked at Capital Asset Advisory Services, LLC since 2012 and operates Austin Tax, providing tax and financial services. Austin also serves as a board member of Mosaic Christian Community Development, a nonprofit organization. CG Advisory Services manages approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning through proprietary model portfolios, third-party managers, and customized investment solutions.

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.