Tabatha Lynn Simpson

Jason Weiss is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and two years of industry experience. He has worked with Paradigm Equities, Inc. and MEA Financial Services since 2024 and also engages as a realty broker with EverGreen Home Realty. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses, providing fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs. The firm focuses on non-discretionary management, utilizing investor profiling and various analytical methods to tailor asset allocation and portfolio strategies.

Kirk Johnston is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with The Huntington Investment Company and has prior experience at Ameriprise Financial Services, LLC, TCF National Bank, Cetera, the ON Equity Sales Company, and Ohio National Financial Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers wrap-fee programs using an open-architecture model that combines third-party sub-managers, affiliate model offerings, and overlay services.

Sharyn Dansa is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her career includes roles at Raymond James Financial Services, Cetera Investment Advisors, and The Huntington Investment Company. She is also involved with Maier & Associates Financial Group, an affiliated business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers diverse advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Brett Naylor is a CFP® with five years of industry experience, currently affiliated with LPL Financial. He previously worked at Raymond James Financial Services and Hantz Financial Services. Outside of his advisory roles, he has been involved with the Silver Palace Bar & Grill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services with both discretionary and non-discretionary management options, supported by research and model portfolios.

Timothy Janis II is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Jackson National Life Insurance from 2017 to 2018. He is a board member of the Otsego County Foundation, participating in quarterly meetings focused on investment results and goals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Meredith Feole is a Series 66 licensed financial advisor with Edward Jones in Gaylord, MI, where she has worked since 2017. She has nine years of industry experience, including six years prior to her advisory career at Culver's. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.