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.

Connor Matlock is a CFP® and holds a Series 65 license, with five years of industry experience. He has been with Plante Moran Financial Advisors since 2019. Prior to that, he worked at Grupo Antolin and Northwood University. 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 blend of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio advisory services.

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.

Michael Voorheis is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at AssuredPartners Investment Advisors since 2024, following roles at Chesme Capital Management, Investment Professionals Inc., Citizens Securities, Inc., and Wells Fargo Clearing. AssuredPartners Investment Advisors provides portfolio management, financial planning, and pension consulting services to individuals, trusts, retirement plans, and other entities. The firm offers discretionary and non-discretionary portfolio management using model and custom portfolios, and supports plan fiduciary and participant education services.

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.

Alexandra Herd is a financial advisor at Fifth Third Securities, Inc. She holds Series 63 and Series 65 registrations and has one year of industry experience. Her prior work includes roles at Fifth Third Bank, Ivy Tech Community College, Prairie State College, and Purdue University Northwest. Fifth Third Securities, Inc. serves a diverse client base of individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple investment programs on its Passageway platform, combining third-party portfolio managers and advisory services, and operates as a wholly owned subsidiary of Fifth Third Bank.

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.

Roger Millbrook Jr. is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the PFS™ designation and Series 63 license. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Siena Wealth Advisors, among others. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, private funds, and tactical overlays, tailoring portfolios to clients’ specific risk, liquidity, and tax needs.

Rachell Blanchard is a financial advisor with FIFTH THIRD SECURITIES, Inc. in St. Johns, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Fifth Third Securities since 2015. Outside of her advisory role, she is involved in general agriculture as a farm owner and landlord. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account options, including advisor-directed models and direct indexing, and is distinguished by its municipal-advisor registration and affiliation with Fifth Third Bank.

Gabrielle D'angelo is a financial advisor at PNC Wealth Management with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at notable firms including Fidelity Brokerage Services, Bain Consulting & Co, Bank of America, and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with online banking credentials. The firm’s approach centers on algorithm-driven model selection and uses mutual funds and ETFs, with portfolio execution and oversight delegated to third parties.

Scott Danek is a CFP® with 34 years of industry experience, currently serving with NewEdge Advisors. His career includes roles at Cetera, LPL Financial, and Equanimity Wealth Management, where he is also an owner. Outside of his advisory work, he ties fishing flies for clients on request. NewEdge Advisors is an enterprise-scale registered investment adviser that supports individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management and consulting services utilizing both in-house and third-party strategies, with an emphasis on centralized due diligence and technology integration.

Janelle Tuma is a Series 66-registered financial advisor with Fifth Third Securities, Inc. in East Lansing, Michigan, where she has worked since 2007. She has 19 years of industry experience. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank and provides access to multiple managed-account programs and unique features such as direct indexing and tax-overlay services.

David McNeilly is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Northwestern Mutual and Ameritas, as well as operating McNeilly Financial for ten years. He also engages in the sale of fixed insurance products including fixed life, fixed annuities, medical, disability, and long-term care insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Conrad Beeler is a financial advisor with Principal Financial Services in Lansing, MI, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Principal Securities INC, The Centennial Group, Principal Life Insurance Company, and Securian Financial Services. Outside of his advisory work, he serves on the board of the Ducks Unlimited Red Cedar Chapter and has ownership interests in farmland and forestry management. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.