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.

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.

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.

David Cook is a financial advisor at Rehmann Wealth with five years of industry experience. He holds the Series 66 designation and has worked at Rehmann Financial Network, LLC since 2020 and previously at Rehmann Robson, LLC from 2015 to 2020. Rehmann Wealth serves a diverse range of clients including individuals, families, trusts, charitable organizations, small businesses, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services, utilizing an in-house investment team alongside third-party managers to construct diversified portfolios.

Steven Gibson is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Rehmann Wealth in Lansing, MI. He previously worked for Plante Moran Financial Advisors, LLC for 12 years before joining Rehmann Capital Advisory Group in 2020. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, small businesses, and institutional clients. The firm offers comprehensive financial planning and investment management services, utilizing both an in-house investment team and third-party managers to construct diversified portfolios with ongoing supervision and disciplined rebalancing.

Jeffrey Roman is a CFP® professional with 14 years of industry experience, currently affiliated with CG Advisory Services. His prior experience includes roles at LPL Financial, Geneos Wealth Management Inc, Wfg Investments, Inc, and independent advisory work through Capital Asset Advisory Services and CG Financial. CG Advisory Services is an SEC-registered firm serving individuals, pension plans, charitable organizations, and corporate clients with discretionary portfolio management, financial planning, and retirement consulting. The firm employs a model-driven investment approach supplemented by AI tools and offers access to private equity and hedge funds through external platforms.

Marissa Collins is a Series 65-licensed advisor with CG Advisory Services based in Williamston, MI. She has three years of industry experience, including roles at Advanced Wealth Strategies and the Financial Wellness Collaborative, alongside academic and community involvement at Central Michigan University and Marlette Jr/Sr High School. CG Advisory Services is an SEC-registered firm serving individuals, pension plans, charitable organizations, and business clients. The firm delivers discretionary portfolio management through proprietary models and customized arrangements, combining fundamental and technical research with AI tools and access to alternative investments.

Marla Masters is a financial advisor with Rehmann Wealth in Grand Rapids, MI, holding a Series 66 designation and 15 years of industry experience. She has worked at Rehmann Financial Network, LLC since 2018 and previously spent seven years with Royal Alliance Associates. Masters serves on the Board of Directors for the Michigan Jaycees Foundation, a nonprofit organization. Rehmann Wealth serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services, utilizing both discretionary and non-discretionary strategies with an in-house investment team and external managers.

Leonard Gilroy Solano is a financial advisor at The Patriot Financial Group, LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera Financial Specialists LLC, Securities America, and Wells Fargo Advisors. Solano also operates Sterling Endeavor Wealth Management and is involved in fixed insurance products. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a variety of securities and analysis techniques and manages approximately $2.4 billion across 37 advisors.

Gerald Wernette is a financial advisor at Rehmann Wealth with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with The Rehmann Group since 1984. Outside of his advisory role, he serves as treasurer and board member for the Detroit chapter of the International Society of Certified Employee Benefit Specialists. Rehmann Wealth provides comprehensive wealth management and financial planning services to individuals, high-net-worth families, trusts, estates, charitable organizations, and institutional sponsors. The firm employs a mix of advisor-specific portfolios, in-house asset allocation models, and third-party managers, while also offering fiduciary services for employer-sponsored retirement plans and access to private investment opportunities.

Adam Garvey is a financial advisor with Rehmann Wealth in Grand Rapids, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Rehmann Financial Network, LLC since 2017 and Rehmann Financial Group since 2013, and previously worked at Royal Alliance from 2013 to 2017. Garvey serves as a board member and programming committee member of the Grand Traverse Area Estate Planning Council. Rehmann Wealth provides investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, businesses, and institutional clients. The firm employs an in-house investment team and allocates to third-party managers, offering portfolios with a range of asset types and ongoing supervision.