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.

Daniel Malcolm is a financial advisor with Sequent Planning, LLC based in Lansing, MI, holding Series 66 and Series 65 licenses and five years of industry experience. His work history includes roles at First National Bank of America and Edward Jones. In addition to his advisory work, he is also licensed as an insurance agent. Sequent Planning, LLC (operating as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm provides asset management, comprehensive financial planning, and retirement plan services through a network of independent advisers using a structured risk framework and diversified investment approaches.

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.

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 with CG Advisory Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Cetera Financial Specialists LLC, The Patriot Financial Group, Sterling Endeavor Wealth Management, Securities America, and Wells Fargo Clearing. He is also involved as an insurance agent specializing in fixed insurance products such as term life. CG Advisory Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary portfolio management through proprietary models and bespoke adviser arrangements. The firm combines fundamental and technical research, asset allocation strategies, and AI tools to tailor investment solutions supported by a large advisory platform with multiple custodial and technology partnerships.

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 involved with The Rehmann Group since 1984. Outside of advisory services, 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, families, trusts, charitable organizations, and institutional sponsors. The firm combines advisor-specific portfolios, in-house asset allocation models, and third-party manager allocations, while also offering fiduciary services and 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.

Travis Terhaar is a financial advisor at Rehmann Wealth in Lansing, MI, holding a Series 65 designation with nine years of experience at Rehmann and one year at KDP Retirement Plan Services, Inc. Rehmann Wealth provides comprehensive wealth management, financial planning, and business succession services to individuals, high-net-worth families, trusts, estates, charitable organizations, non-profits, small businesses, and institutional sponsors. The firm employs a combination of advisor-specific portfolios, in-house asset allocation models, and third-party managers, while also offering ERISA fiduciary services and access to private investment opportunities.

William Jenkins is a ChFC® credentialed financial advisor with 16 years of industry experience. He has been associated with Capital Asset Advisory Services, LLC since 2010. Jenkins is based in Williamston, MI. 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 employs discretionary portfolio management, financial planning, and consulting through proprietary model portfolios and customized account structures.

Douglas Barber is a CFP® professional with 33 years of experience in financial advising. He has worked with Rehmann Financial since 2001 and has been with Rehmann Financial Network, LLC since 2017, following seven years at Royal Alliance Associates. Barber serves as an at-large board member of Disability Connections, a nonprofit organization. Rehmann Wealth serves a diverse client base 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 both discretionary and non-discretionary management supported by an in-house investment team and third-party managers.

Ryan Hammis is a financial advisor at Rehmann Wealth with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James and Newtech Automotive Services. Hammis serves on the boards of the non-profits SVRC Industries and Junior Achievement of North Central Michigan. Rehmann Wealth provides comprehensive wealth management, investment management, financial planning, estate and wealth transfer, and business succession services to individuals, families, trusts, charitable organizations, small businesses, and institutional sponsors. The firm employs a multi-strategy investment approach, combining advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers specialized services including ERISA fiduciary oversight and private investment opportunities.

Kenneth Evangelista is a financial advisor with CG Advisory Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior firms include LPL Financial, Geneos Wealth Management, Inc., and Wfg Investments, Inc. He has also maintained long-term involvement with Capital Asset Advisory Services, LLC and Wealth Advisory Group. CG Advisory Services is an SEC-registered adviser managing approximately $4.02 billion for a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, retirement plan services, and consulting through a combination of proprietary model portfolios, third-party managers, and customized private equity and hedge-fund access.