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 financial advisor at CG Advisory Services with a Series 65 designation and three years of industry experience. Prior to joining CG Advisory Services, he worked at several organizations including Timber Trace Golf Club and Mt. Brighton. 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 solutions.

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.

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.

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.

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.

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.

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.

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.

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.