Jeffrey Kercorian is a financial advisor with CG Advisory Services, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His prior roles include positions at Muriel Siebert & Co., Inc., Wells Fargo Advisors, and Lineguard Investments, LLC. CG Advisory Services is a multi-team SEC-registered advisory firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm employs a largely model-driven investment approach supplemented by fundamental and technical research, offering discretionary portfolio management, financial planning, and access to alternative investments through external platforms.

Riley Lewis is a financial advisor at Rehmann Wealth in Lansing, MI, holding Series 65 and Series 63 licenses with four years of industry experience. His prior experience includes roles at MWA Financial Services Inc, Modern Woodmen of America, Equitable Advisors, LLC, and an academic position at Hope College. Rehmann Wealth offers comprehensive wealth management, financial planning, estate and wealth transfer, and business succession services to a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and institutional sponsors. The firm employs a combination of advisor-specific portfolios, in-house managed asset allocation models, and third-party manager allocations, while also providing private investment opportunities and specialized fiduciary services for employer-sponsored retirement plans.

Jalen Garrett is a CFP® professional with five years of experience in financial advising, currently with Rehmann Wealth. His prior roles include positions at SGH Wealth Management, CIG Capital Advisors, and Mercer Global Advisors Inc. He serves as a volunteer board trustee for Mountaintop International Word Ministry, assisting with the organization's financial decision-making. Rehmann Wealth offers comprehensive wealth management, financial planning, and business succession services to individuals, families, trusts, and institutional clients. The firm employs a mix of advisor-specific portfolios, in-house asset allocation models, and third-party managers, and provides fiduciary services for employer-sponsored retirement plans.

Kristopher Burak is a financial advisor at Rehmann Wealth with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Rehmann Financial Network, LLC since 2017, following prior experience at Royal Alliance Associates. Burak serves on the boards of the Sparrow Hospital Foundation and The Army of Survivors, contributing to fundraising and governance efforts. Rehmann Wealth serves a diverse client base, including individuals, families, trusts, charitable organizations, and institutional clients, providing investment management, financial planning, and retirement-plan advisory services. The firm employs an in-house investment team and utilizes a broad range of investment vehicles, maintaining integrated operational relationships through its affiliation with an accounting firm and broker-dealer.

James Russell is a financial advisor with Rehmann Wealth in Lansing, MI, holding the CFP® designation and Series 63, 65, and 66 licenses. He has 23 years of industry experience, including roles at Royal Alliance and multiple entities within the Rehmann organization since 2014. In addition to his advisory work, he is involved in selling fixed insurance products through the Rehmann Insurance Group. Rehmann Wealth provides comprehensive wealth management, financial planning, and investment services to a diverse client base, including high-net-worth individuals, trusts, non-profits, and institutional sponsors. The firm employs a combination of advisor-specific portfolios, in-house managed asset models, and third-party managers, and offers fiduciary services for employer-sponsored retirement plans.

Harris Jadun is a financial advisor at ValMark Advisers, Inc. with Series 66 credentials and one year of industry experience. His background includes roles at ValMark Securities, Oracle Financial Solutions, and involvement with the Michigan Athletic Club. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.

Scott Wesley is a financial advisor at Rehmann Wealth in Lansing, MI, with six years of industry experience. He holds the CFP®, PFS™, and Series 66 credentials. Prior to joining Rehmann Wealth, he worked at Cetera Financial Specialists LLC and Stephenson & Company, PC. Outside of his advisory role, he is involved with Gracik & Gracik P.C., a CPA firm specializing in income tax preparation for individuals and small businesses. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, small businesses, and institutional clients. The firm offers investment management, financial and estate planning, business succession planning, and retirement-plan advisory services, utilizing an in-house investment team alongside third-party managers to construct diversified portfolios.

Allison Ingles is a CFP® with eight years of industry experience, currently serving as a financial advisor at CG Advisory Services in Ann Arbor, MI. Her prior roles include positions at LPL Financial, Evangelista & Associates, Geneos Wealth Management, and Focus Financial Group. Ingles also provides investment advisory services through Capital Asset Advisory Services, LLC, an independent registered investment advisor. CG Advisory Services manages 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 private equity and hedge-fund access.

Michael Graves is a financial advisor at CG Advisory Services with one year of industry experience. He holds a Series 65 designation and previously served in the United States Army from 2020 to 2023 and worked at Pictured Rocks Cruises from 2016 to 2020. 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, third-party managers, and customized investment solutions.

Nicholas Schafer is a financial advisor at CG Advisory Services with a Series 65 credential and four years of industry experience. His prior work history includes roles at Door Dash and Total Investment Planners, as well as a position at Central Michigan University. CG Advisory Services is an SEC-registered adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm employs a largely model-driven investment approach combined with human oversight, offering discretionary portfolio management, financial planning, retirement consulting, and access to alternative investments.

Kurt Creamer is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He has been with ValMark Advisers, Inc. since 2011. Outside of his advisory role, he is a guitarist in a band called The Pocket, performing at private parties, music festivals, and special events. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, along with back-office support and fee-based planning services.

Lisa Lamb is a financial advisor at Rehmann Wealth with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior roles include positions at Mutual of America Securities LLC and Nationwide Investment Services Corp. Rehmann Wealth offers comprehensive wealth management, financial planning, and business succession services to individuals, families, institutions, and nonprofits. The firm employs advisor-specific portfolios, in-house asset allocation models, and third-party managers, providing both discretionary and non-discretionary account management along with specialized fiduciary services.

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.

Adam Tuttle is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining ValMark, he worked at Oracle Financial Solutions and AllState Insurance Company. He serves as a board member of the Chelsea Ridge Homeowner's Association. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and services including due diligence, back-office support, and fee-based planning.

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 at Sequent Planning, LLC with five years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at First National Bank of America. In addition to his advisory role, he is also an insurance agent offering insurance products and services to clients. Sequent Planning, LLC serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations with asset management and financial planning services. The firm employs a structured risk framework and offers access to third-party model managers and retirement-plan fiduciary services.

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® with four years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2021. His prior work includes roles at FedEx and United Parcel Service, as well as involvement with Michigan State University and Adrian College. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, 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 manage portfolios through discretionary and non-discretionary arrangements.