Mallory Griffin is a CFP® and Series 65 credentialed financial advisor with 10 years of industry experience, currently with Plante Moran Financial Advisors in East Lansing, MI. She has been with the firm since 2014. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a broad client base including individuals, charitable organizations, corporations, and trusts. The firm employs strategic asset allocation, written investment policy statements, and a combination of fundamental, technical, and cyclical analyses to guide portfolio management, offering both discretionary and non-discretionary services.

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.

Connor Matlock is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Plante Moran Financial Advisors with seven years at the firm and a total of five years in the industry. His prior experience includes roles at Grupo Antolin and Northwood University. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals and institutions. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to develop strategic asset allocations and implement portfolios through discretionary and non-discretionary arrangements.

Wyatt Smith is a CFP® professional with five years of experience in the financial services industry. He is currently affiliated with CG Advisory Services and has previously worked at Plante Moran Financial Advisors and LPL Financial LLC. CG Advisory Services is an SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management through proprietary and customized model programs, financial planning, retirement-plan consulting, and fiduciary advice, utilizing both human analysis and AI tools in its investment approach.

Jonathan Cohen is a CFP® with 30 years of experience in the financial services industry. He is currently with CG Advisory Services and has held roles at firms including Geneous Wealth Management, WFG Investments, and The Capital Group. CG Advisory Services manages approximately $4.02 billion for a diverse client base, offering discretionary portfolio management, financial planning, retirement plan services, and consulting through a combination of proprietary model portfolios and bespoke account solutions.

Michael Voorheis is a financial advisor at AssuredPartners Investment Advisors with 17 years of industry experience. He holds a Series 66 designation and previously worked at Chesme Capital Management and Investment Professionals Inc. Voorheis is also involved with Chesme Capital Management, a registered investment adviser firm. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities through a nationwide team of advisors.

Nicole Loden is a CFP® and holds a Series 66 license, with seven years of experience in the financial industry. She is currently with CG Advisory Services and has previously worked at LPL Financial, Evangelista & Associates, and Geneos Wealth Management. Outside of her advisory role, she operates Capital Asset Advisory Services, LLC, an independent investment advisory firm. CG Advisory Services is an SEC-registered adviser managing over $4 billion for a diverse client base including individuals, pension plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, financial planning, and retirement services through proprietary model portfolios, third-party managers, and customized investment solutions.

Adam Brenders is a financial advisor at Rehmann Wealth in Lansing, MI, holding CFP® and Series 65 credentials with four years of industry experience. Prior to joining Rehmann Wealth in 2025, he worked at Plante Moran Financial Advisors and Plante Moran, and spent a year at Michigan Ross School of Business. Rehmann Wealth provides comprehensive wealth management, financial planning, and business succession services to individuals, families, trusts, charitable organizations, non-profits, small businesses, and institutional sponsors. The firm combines advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers fiduciary services including ERISA 3(21) and 3(38) for retirement plans, as well as access to private investment opportunities and a multi-billion dollar asset base.

Connor Porrell is a CFP® professional with three years of industry experience, currently affiliated with CG Advisory Services. He has previously worked at Oppenheimer & Co. Inc. and Jackson National, as well as held various roles linked to Michigan State University. CG Advisory Services is an SEC-registered adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm provides discretionary portfolio management through proprietary models and customized arrangements, offering financial planning, retirement-plan consulting, fiduciary advice, and access to alternative investments supported by AI tools and an investment committee.

Christian Whitehead is a CFP® and ChFC® with 15 years of industry experience. He is currently an advisor at CG Advisory Services and has previously worked at LPL Financial, Geneos Wealth Management Inc., and WFG Investments, Inc. Whitehead is also involved with Capital Asset Advisory Services, LLC, an independent investment advisory firm. CG Advisory Services is an SEC-registered adviser 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, third-party managers, and customized investment solutions.

Molly Brueggeman is a financial advisor at Rehmann Wealth in Lansing, MI, holding a Series 65 designation with two years of industry experience. She previously worked at Plante Moran Financial Advisors and Plante Moran, among other roles. In addition to her advisory work, she serves as a Senior Associate in accounting at Rehmann. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients. The firm offers comprehensive investment management and financial planning services, utilizing both an in-house investment team and third-party managers to construct diversified portfolios.

Basam Malik is a financial advisor with Rehmann Wealth, holding a Series 66 designation and 13 years of industry experience. He has worked at Rehmann Financial Network, LLC since 2019 and previously at Royal Alliance. Outside of his advisory role, Malik is a paid on-call firefighter and an NRA-certified firearms instructor offering pistol safety and training courses for Michigan Concealed Pistol Licenses. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients, providing investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services. The firm employs an in-house investment team alongside third-party managers to build diversified portfolios with ongoing supervision and rebalancing.

Emily Haberkern is a CFP® professional with 14 years of industry experience, currently serving with CG Advisory Services. Her career includes roles at LPL Financial LLC, Geneos Wealth Management, Inc., and independent advisory firms such as Capital Asset Advisory Services and Evangelista and Associates. Additionally, she is an adjunct professor at Eastern Michigan University. CG Advisory Services is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm emphasizes model-driven, discretionary portfolio management tailored to client objectives and incorporates both proprietary and third-party strategies alongside financial planning and fiduciary services.

Luke Terry is a financial advisor at Rehmann Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rehmann Financial Network, LLC since 2017, with prior experience at Royal Alliance Associates. Terry serves as treasurer for the Lansing Regional Chamber of Commerce. Rehmann Wealth serves a diverse client base including individuals, families, trusts, and institutional clients, providing comprehensive investment management and financial planning services supported by an in-house investment team and access to third-party managers.