Eric Bowers is a CFP® and holds a Series 65 license with 15 years of industry experience. He is currently a partner at Plante & Moran, PLLC in Southfield, MI, and has been with Plante Moran Financial Advisors, LLC since 2010. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to private and institutional clients, including high-net-worth individuals, banks, insurance companies, and sovereign wealth funds. The firm’s investment process integrates fundamental, technical, and cyclical analysis with a proprietary equity market valuation model and commonly employs third-party managers and alternative investments.

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.

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 with Gradient Securities, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked at Gradient Securities since 2020 and also maintains roles with Tranquility Wealth Management, LLC and Synergy Financial Group, LLC, where she is involved in insurance sales. Gradient Securities, LLC (doing business as Gradient Wealth Management) 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 emphasizes a non-discretionary model and combines fundamental, technical, and cyclical analysis with third-party managers, while maintaining detailed disclosures of its multiple business relationships.

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.

Riley Lewis is a financial advisor at Rehmann Wealth with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at MWA Financial Services Inc, Modern Woodmen of America, and Equitable Advisors, LLC. He also has a background that includes four years at Hope College. Rehmann Wealth provides comprehensive wealth and investment management, financial planning, and business succession services to individuals, families, trusts, charitable organizations, small businesses, and institutional sponsors. The firm employs a combination of advisor-specific portfolios, in-house asset allocation models, and third-party manager allocations, and it offers specialized fiduciary and private investment services.

Jalen Garrett is a CFP® with five years of industry experience, currently advising at Rehmann Wealth since 2023. His prior roles include positions at SGH Wealth Management, CIG Capital Advisors, Lumin Financial, Mercer Global Advisors, and GreenPath Financial Wellness. Garrett serves as a board trustee for Mountaintop International Word Ministry, assisting with the nonprofit’s financial decision-making. Rehmann Wealth provides comprehensive wealth management and financial planning services to individuals, families, trusts, and institutional clients. The firm employs a combination of advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers fiduciary services for retirement plans alongside access to private investment opportunities.

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 CFP® professional with 23 years of experience in financial advising. He is currently with Rehmann Wealth and has held prior roles at Venture Visionary Partners LLC, Rehmann Financial Network, Royal Alliance, LPL Financial, and Chase Investment Services Corp. Russell is also involved in the sale of fixed insurance products through Rehmann Insurance Group. Rehmann Wealth provides 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 asset allocation models, and third-party managers, and offers fiduciary services for employer-sponsored retirement plans.

Scott Wesley is a CFP® and PFS™ with seven years of experience in financial advisory roles. He is currently with Rehmann Wealth and has held positions at firms including Cetera Financial Specialists LLC and Stephenson & Company, PC. Outside of his advisory work, he is involved with Gracik & Gracik P.C., providing income tax preparation services for individuals and small businesses. Rehmann Wealth offers comprehensive wealth management and financial planning services to a diverse client base, including individuals, high-net-worth families, trusts, charitable organizations, and institutional sponsors. The firm employs a range of investment strategies that combine advisor-specific portfolios, in-house managed models, and third-party managers, while also providing fiduciary services for employer-sponsored retirement plans.

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.

Lisa Lamb is a financial advisor at Rehmann Wealth with 27 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Mutual of America Securities, Nationwide Investment Services, National Planning Corporation, and Fifth Third Securities. Rehmann Wealth provides comprehensive wealth management and financial planning services to individuals, families, trusts, charitable organizations, small businesses, and institutional sponsors. The firm uses a combination of advisor-specific portfolios, in-house asset allocation models, and third-party managers, while also offering private investment opportunities and fiduciary services for employer-sponsored retirement plans.

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.