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.

Mallory Griffin is a CFP® and Series 65-registered financial advisor with Plante Moran Financial Advisors, where she has worked since 2014. She has 11 years of industry experience. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a broad client base including individual and institutional investors. The firm employs strategic asset allocation and a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Larry Weichel is a financial advisor with Creative Financial Designs, Inc. in Okemos, MI, holding the ChFC® designation along with Series 66, 65, and 63 licenses. He has 18 years of industry experience, including prior roles at Gleaner Life, Regulus Advisors, LLC, and Lutheran Financial Services. Outside of his advisory work, he is a partner in LW River Partners, LLC, a woodworking business. Creative Financial Designs serves individual, corporate, and institutional clients with a range of investment management and financial planning services. The firm employs asset-class model allocations and risk-based objectives, supported by third-party research and an Executive Investment Committee, and offers specialized strategies including Biblically Responsible Investing.

Alexander Denno is a financial advisor with CG Advisory Services, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at CG Financial Services, Geneos Wealth Management, Capital Asset Advisory Services, and WFG Investments. He also serves as an independent representative for fixed insurance business through CG Insurance Services. 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, retirement plan services, and consulting, utilizing proprietary model portfolios, third-party managers, and customized investment strategies.

Karen Stancombe is a financial advisor with CG Advisory Services in Brighton, MI, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at Capital Asset Advisory Services, LLC since 2020 and owns Karen Ryan Enterprises, LLC, a tax preparation and accounting business operating as Tax Saving Solutions LLC. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base that includes 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 and customized investment solutions.

Alexandria Fulton is a Series 65-licensed financial advisor with five years of industry experience. She is currently with CG Advisory Services and previously worked at Edward Jones Investments. Fulton’s background includes roles outside finance, such as positions at Kroger and Spring Arbor University. CG Advisory Services is an SEC-registered firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management using proprietary models and customized approaches, incorporating fundamental and technical research, options strategies, and alternative investments, supported by an Investment Committee and AI tools.

Max Wellinger is a CFA® charterholder with six years of industry experience. He has worked at Rehmann Wealth since 2023 and previously spent 11 years at Plante Moran Financial Advisors. 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 both discretionary and non-discretionary asset management with a combination of in-house and third-party investment strategies.

Thomas Wiggins is a CFP® professional with 19 years of industry experience. He has been with Rehmann Financial since 2008 and joined Rehmann Financial Network, LLC in 2017. Prior to that, he worked at Royal Alliance Associates from 2010 to 2017. Rehmann Wealth serves a diverse client base including individuals, families, trusts, non-profits, and institutional clients, offering investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services. The firm employs an in-house investment team and utilizes a range of investment vehicles while maintaining integrated relationships through affiliated entities and a multi-advisor platform.

Joseph Zaiter Jr. is a financial advisor at Rehmann Wealth in Lansing, MI, with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Rehmann Financial Network and Rehmann Capital Advisory Group since 2017, following prior roles at Royal Alliance Associates and Raymond James & Associates. 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 provides comprehensive investment management and financial planning services, utilizing an in-house investment team alongside third-party managers to construct diversified portfolios with ongoing supervision and disciplined rebalancing.