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 and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including prior roles at Wells Fargo Advisors LLC and Securities America. Outside of advisory work, he is also an insurance agent specializing in fixed insurance products. 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 model programs and tailored adviser-as-portfolio-manager solutions, supported by fundamental and technical research and AI tools.

Gerald Wernette is a financial advisor at Rehmann Wealth with 16 years of industry experience. He holds Series 63 and Series 65 registrations and has been with The Rehmann Group since 1984. Wernette serves as a board member and treasurer for the Detroit chapter of the International Society of Certified Employee Benefit Specialists. Rehmann Wealth offers comprehensive wealth management, financial planning, and investment services to individuals, families, trusts, charitable organizations, and institutional sponsors. The firm utilizes a mix of advisor-specific portfolios, in-house asset allocation models, and third-party managers, while also providing fiduciary services for employer-sponsored retirement plans.

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.

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 an investment advisory representative at HBW Advisory Services LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various financial roles since 2008, including ownership of Blue Diamond Enterprises, LLC and serving as an investment advisory representative for Blue Diamond Financial Coaching, LLC. Imhoff also engages in insurance sales and estate planning referrals through HBW Insurance & Financial Services. HBW Advisory Services manages approximately $1.75 billion in assets, providing financial planning, asset management, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach that emphasizes risk tolerance and multi-manager diversification, with a client servicing model notable for its mix of retail, institutional, and intermediary relationships.

Mallory Griffin is a Certified Financial Planner (CFP®) with 11 years of industry experience, currently serving at Plante Moran Financial Advisors since 2014. She holds a Series 65 license and is based in East Lansing, MI. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis within its investment process and offers both discretionary and non-discretionary portfolio management.

Larry Weichel is a financial advisor at Creative Financial Designs, Inc. with 18 years of industry experience. He holds the ChFC® designation and several securities licenses (Series 63, 65, 66). His prior roles include positions at Gleaner Life, Gleaner Financial, 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 discretionary and non-discretionary investment management and financial planning. The firm uses asset-class model allocations and a range of risk objectives, supported by third-party research and an Executive Investment Committee, offering a variety of implementation features and unique operational programs.

Alexander Denno is a financial advisor with CG Advisory Services, holding a Series 66 designation and 11 years of industry experience. He has worked with CG Financial Services since 2015 and has held roles at Geneos Wealth Management and WFG Investments. Denno also works as an independent representative for fixed insurance products through CG Insurance Services. CG Advisory Services is an SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs proprietary model-driven portfolio management alongside customized adviser-led solutions, using fundamental and technical research supported by AI tools, and offers access to alternative investments and third-party managers.

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.