Richard Vining is a financial advisor at Commonwealth Financial Network with 37 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at V Financial Advisors, LLC and SWBC Investment Services, LLC. In addition to his advisory work, he provides tax preparation services and serves as a trustee for two revocable trusts. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

David McNeilly is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Northwestern Mutual and Ameritas, as well as operating McNeilly Financial for ten years. He also engages in the sale of fixed insurance products including fixed life, fixed annuities, medical, disability, and long-term care insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Conrad Beeler is a financial advisor with Principal Financial Services in Lansing, MI, holding a Series 66 designation and 14 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been associated with The Centennial Group and Principal Life Insurance Company since 2013. Outside of his advisory work, Beeler serves as a board and committee member for the Ducks Unlimited Red Cedar Chapter and owns farmland involved in farming, timber, and fruit orchards. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Muhammad Shanzer Khan is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2020. Prior to his advisory career, he held roles in computer science and banking, including positions at Michigan State University and Bank Alfalah Limited. 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 a range of portfolio management and financial planning services, utilizing various investment strategies and technology platforms.

Brent Erickson is a financial advisor with GWN Securities Inc. in Williamston, MI, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with GWN Securities since 2007. Outside of his advisory role, Erickson has involvement with Governmental Benefits Group, a firm providing benefit programs to governmental agencies, where he supports administrative tasks related to his spouse’s business activities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Timothy Durso is a financial advisor with Principal Financial Services based in Lansing, MI, holding Series 63 and Series 66 designations and 30 years of industry experience. He has been associated with The Centennial Group, Princor Financial Services Corp, and Principal Life Insurance Company since 2013. Outside of advisory work, he is president and 27% owner of a business involved in group health and fixed life insurance offerings marketed under The Centennial Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and institutional clients. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation often conducted on a discretionary basis by these external managers.

Michael Cantor is a financial advisor with Commonwealth Financial Network in East Lansing, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He is also vice president and co-owner of Financial Technology, Inc., a company that facilitates securities business and third-party administrator services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to discretionary model portfolios. The firm acts as a platform provider, offering operations, trading, technology, compliance, and practice-management resources to affiliated advisors.

Scott Nihart is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 12 years of industry experience. He has been affiliated with Private Advisor Group since 2015 and also works with Flynn Wealth Partners and LPL Financial, LLC. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of strategies and third-party asset managers.

Thomas Devereaux is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Hantz Financial Services since 2008. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven investment approach centered on ETF strategies, supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.

Kyle Weitekamp is a financial advisor at TIAA-CREF with 16 years of industry experience. He has held roles at TIAA-CREF and TIAA since 2018 and previously worked at J.P. Morgan Securities from 2014 to 2018. He holds Series 63 and Series 66 licenses and is based in East Lansing, Michigan. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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 provides a combination of point-in-time planning and ongoing portfolio management, with an advisory model that includes model-based and customized portfolios.

Adam Baczkiewicz is a financial advisor at NewEdge Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at Equanimity Wealth Management, CWM, LLC, and Rabo AgriFinance. Outside of advisory work, he has provided ride-sharing services through Uber. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party advisory programs through multiple program structures and centralized due diligence.

Shane Seybert is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Hantz Financial Services since 2002. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and retirement-plan advisory services.

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.

Thomas Dudley Jr. is a financial advisor with Oppenheimer in East Lansing, MI, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Fahnestock & Co., Inc. since 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and private-fund management. The firm’s advisors employ strategic and tactical asset allocation, manager selection, and various investment vehicles, with client objectives documented and accounts reviewed periodically.

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. He holds a Series 66 designation and has 11 years of industry experience. His prior work includes roles at Infinex Investments, Inc., Alerus, Bank of America, N.A., and Merrill Lynch. Outside of his advisory duties, Shanks serves as the head youth wrestling coach for Dewitt Public Schools. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments while operating a hybrid adviser/broker-dealer model and providing supervisory oversight to its network of advisors.

Noah Timm is a financial advisor at Oppenheimer with five years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2020. Prior to his current role, he held positions outside the financial sector, including at Williams Auto World and Superior Machine and Tool. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm manages approximately $36.7 billion in assets across various strategies, combining commission-based and asset-based fee programs.

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.