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 for seven years. In addition to his advisory role, he is also an insurance agent offering insurance products and services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits with asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework and utilizes a combination of firm-developed and third-party investment models delivered by a network of nearly 100 advisors.

Eric Brogan is a financial advisor with On Investment Management Company in East Lansing, MI, holding a Series 63 designation and 32 years of industry experience. He has worked at The O.N. Equity Sales Company since 1993 and Ohio National Life since 1992. Outside of his advisory work, he serves on the board of The Dart Bank, a Michigan-chartered commercial bank. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of advisory programs, including fee-based financial planning and access to multiple third-party investment platforms, with both discretionary and non-discretionary portfolio options.

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® professional with four years of industry experience, currently serving at Plante Moran Financial Advisors in East Lansing, MI. His background includes roles at FedEx and United Parcel Service prior to joining Plante Moran. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base that includes individuals, institutions, trusts, and charitable organizations. The firm employs a range of analytical methods and manages substantial assets under both discretionary and non-discretionary arrangements within the Plante Moran enterprise.

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.

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 with Rehmann Wealth in Lansing, MI, holding a Series 66 designation and six years of industry experience. He has worked at Rehmann Financial since 2019 and previously held roles at Raymond James and Newtech Automotive Services. Hammis serves on the boards of two non-profit organizations, SVRC Industries and Junior Achievement of North Central Michigan. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients. The firm provides comprehensive wealth management services and uses an in-house investment team alongside third-party managers to construct diversified portfolios.

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.

Ryan Sullivan is a CFP® with 23 years of experience in the financial services industry. He has worked at Rehmann Financial Network, LLC since 2017 and previously spent seven years at Royal Alliance Associates. Sullivan serves as a board member of the National Writers Series, a nonprofit organization focused on the arts. Rehmann Wealth serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, retirement plans, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, business succession planning, and retirement-plan advisory services, utilizing an in-house investment team alongside third-party managers to construct diversified portfolios.

Mac Carpenter is a financial advisor with Creative Financial Designs, Inc. in Okemos, MI, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Creative Financial Designs and related entities since 2016. Outside of his advisory role, he owns Carp Ventures, Inc., a software development and sales business. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management and financial planning. The firm uses asset-class model allocations guided by an Executive Investment Committee and offers specialized strategies including Biblically Responsible Investing.

Kevin Imhoff is a financial advisor with HBW Advisory Services LLC in Lansing, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at several firms including Cetera Advisor Networks LLC and Blue Diamond Business Solutions. Imhoff is also the owner and investment advisory representative of Blue Diamond Financial Coaching LLC, a financial planning service he has operated for over a decade. HBW Advisory Services manages approximately $1.75 billion in client assets, serving individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach utilizing third-party money managers and model portfolios, and is notable for its high client load per advisor and a diverse mix of retail, institutional, and intermediary relationships.