Jason Weiss

Sean Lynch is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 66 designation and has previously worked at Principal Securities Inc, Principal Life Insurance Company, Cuso Financial Services, L.P., and Encore Financial. Outside of his advisory work, he co-owns an online retail store on Etsy called Kindred Insights. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering integrated financial planning and investment management services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and provides both planning and managed account solutions within plan lineups selected by plan sponsors.

Kirk Johnston is a CFP® professional with 14 years of industry experience, currently serving as an advisor at The Huntington Investment Company. His prior roles include positions at Cetera Investment Services, TCF National Bank, the ON Equity Sales Company, and Ohio National Financial Services. Johnston holds Series 63 and Series 66 licenses. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs for individual, charitable, corporate, and retirement clients. The firm manages roughly $6.3 billion in assets across nearly 400 advisors and offers an open-architecture, model-driven platform combining third-party and proprietary investment models, with specialized program options and overlay services.

Sharyn Dansa is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Raymond James Financial Services and Cetera Investment Advisors. Dansa is also involved with Maier & Associates Financial Group, a business related to her LPL activities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with various non-advisory product offerings.

Tabatha Simpson is a CFP® with nine years of experience at Edward Jones, where she has worked continuously since 2012. She is based in Gaylord, MI. Outside of her advisory role, Simpson is involved with Simpson Farm LLC and manages a short-term rental business through Sugar Maple Rentals LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over 23,700 advisors and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brett Naylor is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James Financial Services and Hantz Financial Services. Outside of his advisory work, he is involved with Silver Palace Bar & Grill. LPL Financial offers advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm provides various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team.

Timothy Janis II is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. He previously worked at Jackson National Life Insurance and has a background that includes roles at Timmy Tire Center and Red Hawk Golf Club. Janis is a board member of the Otsego County Foundation, participating in quarterly meetings to review investment results and goals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard.