Grandview Heights, OH Office

James Comer is a CFP® with six years of industry experience, currently serving with Plante Moran Financial Advisors since 2019. His prior roles include positions at JP Morgan Chase and Michigan State University, as well as involvement with Oakland Hills Country Club and Michigan Beer Growler Co. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside proprietary valuation models, offering both discretionary and non-discretionary portfolio management.

Ethan Potts is a financial advisor at Plante Moran Financial Advisors with Series 63 and Series 65 credentials. He has been with Plante Moran since 2023 and has prior experience at Hartzell Air Movement and Airstream. Ethan is based in Grandview Heights, OH, and is an industry newcomer. 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 multi-strategy investment approach that integrates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

James Hankenhof Jr. is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Plante Moran Financial Advisors since 2012 and joined the broader Plante & Moran, LLP organization in 2026. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse clientele including individual households, institutions, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment analysis approach and offers both discretionary and non-discretionary portfolio advisory services.

Samuel Fiscus is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and one year of industry experience. His work history includes multiple roles at Moraine Country Club and positions in education at Miami University, Kettering Fairmont High School, and Van Buren Middle School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, institutions, and sovereign wealth funds. The firm employs a multifaceted investment approach that incorporates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Kennedy Coey is a CFP® with four years of experience and currently an advisor at Plante Moran Financial Advisors. Prior to joining Plante Moran, Coey held roles at The Wendy’s Company, Summit Financial Strategies, and Vawter Financial. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional investors, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis alongside proprietary equity market valuation models in its investment process, offering both discretionary and non-discretionary portfolio management.

Matthew Mc Evily is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Plante Moran Financial Advisors since 2016. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutions, and sovereign wealth funds. The firm combines fundamental, technical, and cyclical analysis with a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio management.

Celeste Sloma is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and one year of industry experience. Her prior work includes roles at Lifetime Financial Growth and Nationwide Hotel & Conference. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a range of private and institutional clients, including high-net-worth individuals, banks, insurance companies, not-for-profits, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and often employs third-party managers and alternative investments.

Zachary Auxter is a CFP® and holds a Series 65 license with 10 years of experience in financial advisory services. He has been with Plante Moran Financial Advisors since 2015. Plante Moran Financial Advisors, LLC serves a diverse client base including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm offers investment advisory, financial planning, and estate planning services, utilizing a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model.

Benjamin Kiser is a financial advisor at Plante Moran Financial Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at UBS Financial Services and the University of Dayton. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, often utilizing third-party managers and alternative investments.