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 in Williamston, MI, holding Series 65 and Series 63 licenses and having 30 years of industry experience. His prior roles include positions at Muriel Siebert & Co., Inc., Wells Fargo Advisors, and other firms. CG Advisory Services is a multi-team SEC-registered advisor serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a largely model-driven investment approach combined with financial planning, retirement consulting, and access to alternative investments through third-party managers.

Allison Ingles is a CFP® with nine years of industry experience, currently associated with CG Advisory Services in Williamston, MI. She has worked at firms including LPL Financial, Evangelista & Associates, Geneos Wealth Management, and Focus Financial Group. Ingles provides investment advisory services through Capital Asset Advisory Services, LLC, an independent registered investment advisor firm. CG Advisory Services is an SEC-registered firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management primarily through proprietary model programs and customized adviser-as-portfolio-manager arrangements, supported by fundamental and technical research and supplemented by AI tools.

Michael Graves is a financial advisor at CG Advisory Services with two years of industry experience. He holds a Series 65 designation and previously served in the United States Army for three years. Before his advisory career, he worked for Pictured Rocks Cruises for four years. 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 using proprietary models and customized approaches, supplemented by AI tools and third-party managers when appropriate.

Nicholas Schafer is a financial advisor with CG Advisory Services in Williamston, MI, holding a Series 65 designation and five years of industry experience. His work history includes roles at CG Financial Services, Door Dash, Total Investment Planners, and Central Michigan University. CG Advisory Services is an SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management using proprietary models and Adviser-as-Portfolio-Manager arrangements, supplemented by financial planning, retirement consulting, and access to alternative investments, employing both human and AI-supported research methods.

Aaron Mix is a financial advisor with Gradient Securities, LLC, holding a Series 65 credential and beginning his advisory career in 2024. His professional background includes roles at Looking Glass Financial Services, Centene Corporation, Robert Half, and Michigan State University. He is also licensed as an insurance agent, selling life and fixed insurance products through Looking Glass Insurance Solutions. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, and non-discretionary asset management to a range of clients including individuals, pension plans, trusts, and corporations. The firm combines SEC-registered advisory services with broker-dealer activities and routinely uses third-party managers in its investment approach.

Scott Palomaki is a financial advisor with CG Advisory Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Geneos Wealth Management Inc and Wfg Investments, Inc. Palomaki operates an independent fixed insurance business under the name TCG Insurance. 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, financial planning, and retirement services through proprietary model portfolios, third-party managers, and customized investment solutions.

Nathan Zolynsky is a CFP® professional with three years of industry experience, currently advising at CG Advisory Services. His prior roles include positions at Mercer Global Advisors Inc. and Vintage Financial Services, LLC. He is also associated with Evangelista and Associates, a DBA for LPL Financial. 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, utilizing proprietary model portfolios alongside third-party managers and customized investment strategies.

Anthony Mazzali is a CFP® and ChFC® with 32 years of experience in the financial services industry. He is affiliated with CG Advisory Services and has held roles at Geneos Wealth Management Inc, Wfg Investments, Inc., CG Financial Services, and Capital Asset Advisory Services. Outside of advisory work, he owns a lumber business, Shorty II Woodworks, and is involved with Crooked Foot Upland Bird & Game Hunting Inc. CG Advisory Services is an SEC-registered firm managing over $4 billion for a diverse client base, offering discretionary portfolio management, financial planning, and retirement services through a combination of proprietary model portfolios, third-party managers, and customized investment solutions.

Daniel Malcolm is a financial advisor with Sequent Planning, LLC based in Lansing, MI, holding Series 66 and Series 65 licenses and five years of industry experience. His work history includes roles at First National Bank of America and Edward Jones. In addition to his advisory work, he is also licensed as an insurance agent. Sequent Planning, LLC (operating as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm provides asset management, comprehensive financial planning, and retirement plan services through a network of independent advisers using a structured risk framework and diversified investment approaches.

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.

Myles Wiley is a CFP® and holds a Series 65 license, serving as a financial advisor with Plante Moran Financial Advisors in East Lansing, MI. He has four years of industry experience, including roles outside the financial sector at FedEx and United Parcel Service. Prior to his current position, his work history also includes time at Michigan State University and Adrian College. Plante Moran Financial Advisors 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 alongside a proprietary equity market valuation model and often uses third-party managers and alternative investments in its approach.

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.

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 with several firms, including Cetera Advisor Networks and Blue Diamond Business Solutions. Imhoff is also involved in financial coaching through Blue Diamond Financial Coaching LLC, where he serves as an investment advisory representative. HBW Advisory Services primarily serves individual clients along with businesses, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary asset management, financial planning, and sub‑advisory services, relying on a risk‑tolerance questionnaire and third‑party managers to implement tactical and multi‑manager investment strategies.

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.