Charles Moore is a financial advisor with ValMark Advisers, Inc. He holds the ChFC® designation and a Series 63 license, and has 35 years of industry experience. Moore has been with ValMark Advisers and ValMark Securities since 2011 and has operated his own practice since 1995. Outside of his advisory work, he is involved in the sale of insurance products through Oracle Financial Solutions. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of fee-based planning and consulting options.

Alexandra Herd is a financial advisor at Fifth Third Securities, Inc. She holds Series 63 and Series 65 registrations and has one year of industry experience. Her prior work includes roles at Fifth Third Bank, Ivy Tech Community College, Prairie State College, and Purdue University Northwest. Fifth Third Securities, Inc. serves a diverse client base of individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple investment programs on its Passageway platform, combining third-party portfolio managers and advisory services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Benjamin Mayhew is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has four years of industry experience and has worked at firms including LPL Financial and Mayhew Wealth Management. Outside of advising, he is a commissioned notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based model and technology platforms to deliver customized investment solutions through both direct management and third-party strategists.

Curtis Meyers is a financial advisor at Hantz Financial Services, Inc. with 15 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2011. Outside of his advisory role, Curtis coaches the varsity basketball team at Saint Patrick School, where he previously attended high school. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm employs ETF-based model portfolios across multiple risk levels and integrates third-party money managers and technology platforms to provide portfolio management, financial planning, and retirement consulting services.

Roger Millbrook Jr. is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the PFS™ designation and Series 63 license. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Siena Wealth Advisors, among others. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, private funds, and tactical overlays, tailoring portfolios to clients’ specific risk, liquidity, and tax needs.

Gabrielle D'angelo is a financial advisor at PNC Wealth Management with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at notable firms including Fidelity Brokerage Services, Bain Consulting & Co, Bank of America, and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with online banking credentials. The firm’s approach centers on algorithm-driven model selection and uses mutual funds and ETFs, with portfolio execution and oversight delegated to third parties.

Scott Danek is a CFP® with 34 years of industry experience, currently serving with NewEdge Advisors. His career includes roles at Cetera, LPL Financial, and Equanimity Wealth Management, where he is also an owner. Outside of his advisory work, he ties fishing flies for clients on request. NewEdge Advisors is an enterprise-scale registered investment adviser that supports individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management and consulting services utilizing both in-house and third-party strategies, with an emphasis on centralized due diligence and technology integration.

Janelle Tuma is a Series 66-registered financial advisor with Fifth Third Securities, Inc. in East Lansing, Michigan, where she has worked since 2007. She has 19 years of industry experience. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank and provides access to multiple managed-account programs and unique features such as direct indexing and tax-overlay services.

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 15 years of industry experience. His career includes roles at Principal Securities INC, The Centennial Group, Principal Life Insurance Company, and Securian Financial Services. Outside of his advisory work, he serves on the board of the Ducks Unlimited Red Cedar Chapter and has ownership interests in farmland and forestry management. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Muhammad Shanzer Khan is a financial advisor with Private Advisor Group, LLC based in Lansing, MI. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he has worked at LPL Financial and held positions at Michigan State University and Bank Alfalah Limited. Khan is involved in providing administrative support to Private Advisor Group through related business activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model, leveraging technology platforms and third-party managers to deliver tailored investment solutions.

Brent Erickson is a financial advisor at GWN Securities Inc. with 36 years of industry experience. He has been with GWN Securities since 2007 and holds Series 63 and Series 65 designations. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and access to third-party managers. The firm uses a combination of affiliated and unaffiliated sub-advisers and employs asset allocation and Modern Portfolio Theory, while also offering market-timing and momentum-based strategies in some legacy programs.

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.

Scott Nihart is a financial advisor with Private Advisor Group, LLC in East Lansing, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Private Advisor Group since 2015 and also maintains roles with Flynn Wealth Partners and LPL Financial, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that utilizes a range of investment strategies and technology platforms, including proprietary managed account solutions and third-party managers.

Thomas Devereaux is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Hantz Financial Services since 2008. Hantz Financial Services serves a diverse client base including individual, pension, charitable, corporate, and business owner clients. The firm employs ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services within an enterprise structure.

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, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2002. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and unified managed accounts.

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 at Ameritas Life Insurance Company and Ameritas Advisory Services since 2023, and she is also affiliated with Castle Financial Partners, where she has been involved in life and disability insurance sales and financial advising since 2019. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions using model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

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.