Riley Lewis is a financial advisor with Rehmann Wealth in Lansing, MI, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Rehmann Financial Network in 2025, he worked at MWA Financial Services Inc and Modern Woodmen of America from 2021 to 2025, and at Equitable Advisors, LLC from 2020 to 2021. He also spent four years at Hope College from 2016 to 2020. Rehmann Wealth provides comprehensive wealth management, financial planning, and business succession services to a diverse client base including individuals, families, trusts, charitable organizations, and institutional sponsors. The firm utilizes a combination of advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers fiduciary services and private investment opportunities.

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® credentialed financial advisor with Rehmann Wealth in Lansing, MI, bringing 23 years of industry experience. He has worked with Rehmann Financial Network, Rehmann Capital Advisory Group, Royal Alliance, LPL Financial, and Chase Investment Services Corp. Additionally, he is involved in the sales of fixed insurance products through Rehmann Insurance Group. Rehmann Wealth provides comprehensive wealth management services to individuals, families, trusts, and institutional clients, combining advisor-specific portfolios with in-house and third-party asset allocation models. The firm offers fiduciary services for retirement plans, access to private investment opportunities, and operates within a broader professional services group including accounting, trust, broker-dealer, and insurance affiliates.

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 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.

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, 65, and 66 licenses and has worked at several firms, including 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, trusts, non-profits, small businesses, and institutional sponsors. The firm uses a combination of advisor-specific portfolios, in-house managed asset allocation models, and third-party managers, and provides 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.

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 Series 65 and Series 66 licenses and previously worked at First National Bank of America and Edward Jones. He also works as a licensed insurance agent, offering insurance products to clients. Sequent Planning, doing business as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, third-party model access, and a range of retirement-plan services through a network of independent advisers using a structured risk framework and diversified manager exposures.

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® and holds a Series 65 license, serving as a financial advisor with Plante Moran Financial Advisors in East Lansing, MI. He has four years of industry experience, including roles outside the financial sector at FedEx and United Parcel Service. Prior to his current position, his work history also includes time at Michigan State University and Adrian College. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and often uses third-party managers and alternative investments in its approach.