Jasmine Garn is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 designation and three years of industry experience. She has worked with Ameritas since 2023 and previously spent seven years at Castle Financial Partners, where she was involved in life and disability insurance sales alongside financial advising. Ameritas Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners.

Thomas Dudley Jr. is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co., Inc., a division of Oppenheimer, for 27 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services that include equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management strategies.

Jacob Junglas is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding a Series 66 designation with nine years of industry experience. He has been with the Hantz Group since 2015. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors with financial planning, portfolio and wealth management, and fiduciary services. The firm’s investment approach focuses on model-driven ETF strategies supported by separately managed accounts and alternative investments, complemented by affiliated banking, tax, and insurance services.

John Vandersloot is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Sierra Clow is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Chartwells Higher Education and Spring Arbor University. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers a range of financial planning, wealth management, and retirement-plan advisory services.

Logan Shanks is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Infinex Investments, Alerus, Bank of America, Merrill Lynch, and Principal Financial Services. Outside of his advisory work, he serves as head youth wrestling coach for the Dewitt Public School system in Michigan. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, and access to alternative investments, operating a hybrid adviser/broker-dealer model with discretionary and non-discretionary accounts.

Noah Timm is a financial advisor at Oppenheimer with a Series 66 designation and five years of industry experience. Prior to joining Oppenheimer in 2020, he worked in the automotive and manufacturing sectors. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment programs and consulting services, maintaining custody of client assets while managing both advisory and broker-dealer businesses.

Patti Hicks is a financial advisor at The Huntington Investment Company with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Huntington National Bank and PNC Bank earlier in her career. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs utilizing an open-architecture model that incorporates third-party and proprietary portfolio management options.

Nathanael Flynn is a CFP® professional with 24 years of experience in the financial industry. He has been with Private Advisor Group, LLC since 2015 and has concurrently worked at LPL Financial, LLC since 2004. Flynn is based in East Lansing, MI. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting services. The firm uses a fiduciary-based advisory model and employs various investment strategies, offering both proprietary and third-party managed account solutions.

Stacy Talarico is a financial advisor with TIAA-CREF based in East Lansing, MI. She holds Series 66 and Series 63 designations and has 15 years of industry experience. Her prior experience includes roles at Fidelity Investments and Edward Jones. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through various managed account programs, including customized portfolios managed under client-approved investment policies.

Gregory Custer is a financial advisor at Private Advisor Group, LLC in East Lansing, MI, holding a Series 66 credential with five years of industry experience. His prior roles include positions at LPL Financial and Comfort Research. He also provides administrative support to Private Advisor Group through a registered investment advisor business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

Brian Franke is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and previously worked at Michigan State University and Delta Dental Plan of Michigan. Outside of his advisory role, he serves as treasurer for Lansing Cityzens, a private club for fans of the Manchester City soccer team. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs including asset management, consulting, and retirement services, with advisory services that include equity, balanced, and fixed-income portfolios utilizing strategic and tactical asset allocation.

Elisa Ramos is a financial advisor with Eagle Strategies (NY Life) based in Okemos, MI, holding a Series 66 license and seven years of industry experience. Her prior roles include positions at Morgan Stanley, AXA Advisors, and MassMutual Great Lakes. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Jeffery Soper is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, with 33 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Hantz Financial Services since 2006. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies and offers a range of financial planning, wealth management, and retirement-plan advisory services, supported by in-house tax, business consulting, and affiliated insurance and mortgage origination capabilities.

Salvatore Durso is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been associated with The Centennial Group, Principal Securities Inc., and Principal Life Insurance Co. since 2013. Durso serves on the board of McLaren Greater Lansing Hospital and is a board member of All of God's Children. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jordan Bowman is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. His career includes roles at Private Advisor Group and LPL Financial, as well as experience in the oil and gas sector at Weir Oil and Gas. Bowman is also involved in entrepreneurial activities through several investment-related entities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based model and utilizes a variety of investment strategies and third-party managers, supported by proprietary technology platforms.

Mark Wickard Jr. is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and has previously worked as a self-employed advisor before joining Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, and charitable organizations. The firm offers a broad range of investment and consulting services across equity, balanced, and fixed-income portfolios, with a notable emphasis on non-discretionary advisory assets and custody of client assets as a qualified custodian.

John Ross is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, JPMorgan Securities LLC, Chase, and Huntington National Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, alongside features such as direct indexing and tax-overlay services.

Emily Bride is a financial advisor with Hantz Financial Services, Inc. She holds the Series 66 designation and has been with the firm since 2024. Prior to joining Hantz, she held positions at Low Office of Mark Dobias and worked in various roles including at Beards Brewery and Central Michigan University. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, offering financial planning, portfolio and wealth management, and a range of investment strategies that emphasize diversified, ETF-centered model portfolios and tax-aware implementations.

Kevin Crosser is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Fahnestock & Co. Inc., a division of Oppenheimer, for 23 years since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services that include discretionary and non-discretionary management, strategic asset allocation, and customized retirement consulting.