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® with five years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2019. His prior experience includes roles 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, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to develop strategic asset allocations and implement portfolios through discretionary or non-discretionary arrangements.

Kristen Fillmore is a CFP® and holds a Series 65 license with 10 years of industry experience. She has been with Plante Moran Financial Advisors since 2015. Plante Moran Financial Advisors serves individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, charitable organizations, banks, and thrift institutions. The firm offers comprehensive investment advisory, financial planning, and estate-planning services, utilizing a range of analytical approaches and managing a substantial mix of discretionary and non-discretionary assets.

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 15 years of industry experience. He is currently with AssuredPartners Investment Advisors and has been involved with Chesme Capital Management since 2005. Vaughn holds the Series 63 designation and operates out of DeWitt, MI. 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 through a team of advisors across multiple offices and offers both discretionary and non-discretionary portfolio management, including the use of third-party managers and educational services.

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.

William Lazar is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Rehmann Wealth and previously worked at Plante Moran Financial Advisors. Lazar serves as a board member and treasurer for the Youth Sailing Foundation, a nonprofit organization, where he reviews financials and assists with audits. 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, utilizing both in-house and third-party investment management resources.

Grant Dunatchik is a CFP®, ChFC®, and holds a Series 65 license, with six years of industry experience. He has been with CG Financial Services since 2019 and previously worked at Trijicon, Inc. and Northwood University. CG Advisory Services is an SEC-registered advisor serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm delivers discretionary portfolio management through proprietary model programs and bespoke Adviser-as-Portfolio-Manager arrangements, combining fundamental and technical research with AI tools to support its investment approach.

Duncan Clark is a CFP® and Series 65-licensed financial advisor at Plante Moran Financial Advisors with one year of industry experience. His prior roles include multiple engagements at Egypt Valley Country Club and attendance at Michigan State University. Plante Moran Financial Advisors serves individual and institutional clients with services including investment advisory, financial planning, and estate planning. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Jamie Wing is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 credentials and offering 32 years of industry experience. He has held roles at Synergy Life Annuity, LLC since 2023 and has been affiliated with Synergy Financial Group, LLC and JW Wealth Management Group, LLC since 2009 and 2007, respectively. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a notable business model involving third-party manager referrals and a mix of advisory and commissionable securities services.

Austin Brown is a financial advisor at CG Advisory Services with 10 years of industry experience. He holds the ChFC® and Series 66 designations and previously worked at Geneos Wealth Management and WFG Investments. In addition to his advisory role, Brown is involved in insurance sales with various carriers through Capital Asset Insurance Services. CG Advisory Services is an SEC-registered firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management utilizing proprietary and customized models, financial planning, and consulting services, combining fundamental and technical research with AI tools and diverse investment strategies.

Simon Micakaj is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Rehmann Wealth since 2016. He holds a Series 65 license and is based in Lansing, MI. Outside of his advisory role, Micakaj is a board member and secretary of the Cascades of Stoney Creek Homeowners Association. 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, and retirement-plan advisory services, utilizing both in-house and third-party investment resources.

Nicole Spitzley is a financial advisor at Rehmann Wealth with 16 years of industry experience. She holds a Series 66 designation and has worked at Rehmann Financial Network, LLC since 2013 and Royal Alliance Associates from 2010 to 2017. Spitzley also serves as Chief Compliance Officer at Rehmann Financial Network, LLC. Rehmann Wealth serves individuals, families, trusts, charitable organizations, small businesses, and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs an in-house investment team and allocates to third-party managers, managing over $4 billion in assets across a platform of 36 advisors.

Stephen Erb is a financial advisor at AssuredPartners Investment Advisors with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Chesme Capital Management since 2005, serving there through its affiliated firm Chesme Capital Management LLC before joining AssuredPartners in 2024. 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 team of advisors across multiple offices.

William Blank is a financial advisor with Rehmann Wealth in Lansing, MI, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial LLC, Equitable Advisors LLC, Kestra Advisory, and AXA Advisors, LLC. Rehmann Wealth offers comprehensive wealth management and financial planning services to individuals, families, trusts, non-profits, small businesses, and institutional sponsors. The firm employs a combination of in-house and third-party managed investment strategies, provides fiduciary services for employer-sponsored retirement plans, and operates within a broader professional services group that includes accounting, trust, and insurance affiliates.

Ronald Knipping is a CFP® professional with over 31 years of experience in financial advising. He has worked at Rehmann Financial Network, LLC since 2017 and has been with Rehmann Financial since 2003, previously spending seven years at Royal Alliance Associates. Knipping is a partner in Rehmann, a CPA, consulting, and financial advisory firm, and serves as treasurer for For The Vets, a nonprofit supporting U.S. veterans. Rehmann Wealth serves a diverse client base, including individuals, families, trusts, nonprofits, and institutional clients, offering investment management, financial planning, estate and wealth transfer planning, and retirement plan advisory services. The firm manages assets using an in-house investment team alongside third-party managers, and its integrated structure includes affiliations with an accounting firm and a broker-dealer.

Gregory Walthorn is a CFP® professional with 16 years of industry experience, currently serving as a partner at Plante Moran Financial Advisors since 2015. He is also a partner in Blue Water Retreat, LLC, a residential property maintenance and management business in Bath, Michigan. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to both individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a range of analytical methods and offers portfolio management through discretionary and non-discretionary arrangements, managing a significant mix of assets within the Plante Moran enterprise.