Kira Lockwood

Nicholas Thiede is a financial advisor at Sovereign Financial Group, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at CG Financial and Sandler and Travis Trade Advisory Services. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, retirement plan advisory, and cash-management solutions. The firm typically constructs portfolios with low-cost, diversified mutual funds and ETFs, incorporating individual securities and independent managers as appropriate, emphasizing long-term strategies with tactical adjustments.

James Newman is a financial advisor at Simplicity Wealth with a Series 65 designation and over 18 years of experience in the industry. His prior work includes roles at Meadowbrook Inc. DBA AFGROUP and Exacta Financial Services LLC. Simplicity Wealth manages over $4 billion and provides investment advisory and planning services to individuals, retirement plan sponsors, participants, and third-party advisers, utilizing a fund-of-funds approach with a range of portfolio management and financial planning options.

Rachell Blanchard is a financial advisor with FIFTH THIRD SECURITIES, Inc. in St. Johns, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Fifth Third Securities since 2015. Outside of her advisory role, she is involved in general agriculture as a farm owner and landlord. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account options, including advisor-directed models and direct indexing, and is distinguished by its municipal-advisor registration and affiliation with Fifth Third Bank.

Jasmine Garn is a financial advisor at Ameritas Advisory Services, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Ameritas Life Insurance Company and Castle Financial Partners, where she is involved in life and disability insurance sales alongside financial advising. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary advice through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Taylor Massa is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at LPL Financial, Securian Financial Services, Wealth Strategies Financial Group, and Minnesota Life Insurance. Massa operates an independent investment advisory business through Private Advisor Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Samuel Butler is a financial advisor at Private Advisor Group, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Private Advisor Group since 2015 and LPL Financial since 2014. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, utilizing various investment strategies and extensive industry affiliations.