Anthony Jacob Girard is a CFP® with four years of industry experience, currently serving as a financial advisor at Founders Financial Securities LLC in Lansing, MI. His prior roles include positions at Fifth Third Bank and Fifth Third Securities, as well as experience outside finance at Williams Gunsight Company. He is also involved with T&G Financial Solutions, an investment advisory firm. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance solutions, utilizing multiple advisory platforms and a combination of model portfolios and sub-advisory relationships.

Donald Gilin is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes roles at ValMark Advisers and Valmark Securities since 2011, Creamer, Gilin & Associates since 2006, and Minnesota Life since 1989. Outside of advising, he is a managing partner of a rental property business in Michigan. 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 employs diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and sub-advisory services.

Derrek Klimek is a CFP®-certified financial advisor with 19 years of industry experience, currently practicing at Rehmann Wealth in Grand Rapids, MI. He has worked with Rehmann Financial and its affiliated entities since 2007, including roles at Rehmann Financial Network and Royal Alliance. Outside of financial advising, Klimek prepares tax returns for family and friends during tax season. Rehmann Wealth serves a diverse client base, including individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, and institutional clients. The firm provides investment management, financial planning, estate and wealth-transfer planning, business succession planning, and retirement-plan advisory services, utilizing both discretionary and non-discretionary strategies supported by an in-house investment team and external managers.

Michael Brodowicz is a Series 66-licensed advisor with 10 years of industry experience, currently serving at Rehmann Wealth. His prior roles include positions at Golden Reserve Retirement, M Holdings Securities, Ameriprise Financial Services, Axa Advisors, and Integrated Financial. Outside of his advisory work, he serves as Volunteer Board Chairman of the Walled Lake Foundation for Excellence and is a volunteer member of the Community Financial Credit Union Supervisory Committee. Rehmann Wealth offers comprehensive wealth management, financial planning, and business succession services to individuals, families, trusts, non-profits, and institutional sponsors. The firm combines advisor-specific portfolios, in-house asset allocation models, and third-party manager allocations, while providing fiduciary services and access to private investment opportunities.

Gary Nucian is a financial advisor with CG Advisory Services, holding Series 63 and Series 65 licenses and over 53 years of industry experience. His career includes long tenures at Merrill and Bank of America, along with roles at Ameriprise Financial Services, Securities America, and CETERA Financial Specialists. He is also involved with Patriot Financial Group and Sterling Endeavor, where he provides investment advisory services. CG Advisory Services is an SEC-registered adviser serving individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporate clients. The firm employs a model-driven investment approach combined with discretionary portfolio management, financial planning, and fiduciary advice, using both proprietary models and third-party managers.

Andrew Semrau is a financial advisor with Ausdal Financial Partners, Inc. He holds a Series 66 designation and has 20 years of industry experience. Prior to joining Ausdal in 2024, he worked at OSAIC and Signator Investors, Inc., and he is also the owner and advisor of Semrau Wealth Strategies, where he has been active since 2010. Ausdal Financial Partners manages over $2 billion in client assets and offers investment advisory programs, retirement plan services, and financial planning to a diverse client base including individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies and integrates brokerage and insurance services alongside advisory offerings.

Tyler Brooks is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential. He has one year of industry experience and previously worked at Public Affairs Associates and Home Depot. Tyler completed his education at Grand Valley State University. Plante Moran Financial Advisors offers 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 variety of analytical methods and manages both discretionary and non-discretionary portfolios, with affiliations that provide integrated financial services.

Eric Bowers is a CFP®-certified financial advisor with 15 years of industry experience, currently serving at Plante Moran Financial Advisors in East Lansing, MI. He has been with Plante Moran Financial Advisors since 2010 and is also a partner at Plante & Moran PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, banks, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.

Jennifer Behm is a financial advisor with CG Advisory Services, holding a Series 66 designation and bringing 10 years of industry experience. She has previously worked at Bank of America and Merrill Lynch from 2015 to 2023 and is also involved with Evangelista & Associates. Outside of investment advisory, Behm is a commissioned notary. 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 provides discretionary portfolio management, financial planning, retirement plan services, and consulting through a combination of proprietary model portfolios, third-party managers, and customized investment strategies.

James Gracik is a financial advisor with Rehmann Wealth in Lansing, MI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with multiple firms, including Royal Alliance Associates and Rehmann Financial Network, and owns Gracik & Gracik, P.C., which provides tax, accounting, audit, and consulting services. Gracik also serves on the board of a local condominium owners association. Rehmann Wealth serves a diverse client base that includes individuals, high-net-worth families, trusts, charitable organizations, and institutional clients. The firm offers comprehensive services such as investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory, employing an in-house investment team alongside third-party managers to construct and monitor portfolios.

Joseph Kanouno is a financial advisor at CG Advisory Services with a Series 66 credential and two years of industry experience. He previously worked at LPL Financial and Evangelista & Associates. Outside of his advisory role, he is a business owner of PAPV, Inc., a non-investment-related venture. CG Advisory Services is an SEC-registered firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management through proprietary and customized models, financial planning, retirement consulting, and fiduciary advice, utilizing fundamental and technical analysis along with AI tools to support investment decisions.

Timothy Lukasik is a CFP® professional with 22 years of industry experience. He currently works at CG Advisory Services and has prior experience at Thrivent Financial and Pacific Select Distributors. CG Advisory Services is an SEC-registered multi-team advisory firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm employs a model-driven investment approach supplemented with fundamental and technical research, offering discretionary portfolio management, financial planning, and access to alternative investments.

Scott Russ is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with ValMark since 2011. Outside of his advisory role, he is involved as a member of ASH STREET REDEVELOPMENT, LLC, which undertakes redevelopment of commercial and residential properties. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing a range of proprietary and third-party platforms and investment products, with ongoing monitoring and rebalancing overseen by an investment committee.

Tyler Weir is a CFP® professional with three years of experience, currently serving as a financial advisor at Rehmann Wealth. His prior experience includes roles at UHY, Yeo & Yeo, Mitsubishi Electric Automotive America, and Walsh College. Rehmann Wealth serves a diverse client base, including individuals, families, trusts, charities, businesses, and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes an in-house investment team alongside third-party managers to construct diversified portfolios and manages $4.27 billion in assets across a 36-advisor platform.

Riley Derwich is a Series 65-licensed financial advisor with CG Advisory Services, based in Williamston, MI, and has four years of industry experience. His background includes roles at Advanced Wealth Strategies and work in the golf and community education sectors. CG Advisory Services is an SEC-registered advisor serving individuals, pension plans, charitable organizations, and corporate clients. The firm delivers discretionary portfolio management through proprietary models and customized adviser-led approaches, combining fundamental and technical research with AI tools and access to alternative investments.

Lindsay Tran is a financial advisor at Gradient Securities, LLC with five years of industry experience. She holds Series 65 and Series 63 licenses. Tran also serves as an insurance agent with Synergy Financial Group, LLC and is the office manager at JW Wealth Management, LLC. Gradient Securities, LLC provides 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 uses a non-discretionary model that combines fundamental, technical, and cyclical analysis and often incorporates third-party managers, maintaining various related broker-dealer and insurance wholesaling activities.

Michael Heath is a financial advisor with ValMark Advisers, Inc. in Mason, MI, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Prior to joining ValMark in 2018, he worked at Cambridge Investment Research Advisors and Sentinel Advisors from 2014 to 2018. Outside of his advisory role, Heath officiates collegiate and high school football and serves as a substitute reader at First Church Christ Scientist in Greater Lansing. 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, and offers proprietary platforms and sub-advisory services including ETF-focused portfolio solutions.

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, 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.