Kirsten Soltis is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 licenses with 24 years of industry experience. She has been with Hantz Financial Services since 2001. 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 employs model-driven ETF strategies supplemented by separately managed accounts and offers expanded implementation capabilities through affiliated entities, including a state-chartered trust bank and in-house tax and business consulting.

William Jaconette is a financial advisor with Principal Financial Services in Lansing, MI, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. His prior work includes positions at PNC Bank and Principal Securities Inc. Outside of his advisory role, he serves as a golf teaching professional with the PGA of America and is a board member and vice president of the Blended Learning Academy Credit Recovery High School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Anna Christensen is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. She holds a Series 65 designation and has worked at Hantz Financial Services since 2018. Her prior experience includes roles at First National Bank and Panther Global Tech, as well as employment at Karen's Dance Academy. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets for individual investors, corporate clients, and retirement plan sponsors. The firm employs a diversified, ETF-centered investment approach and offers a range of services including financial planning, portfolio management, retirement consulting, and mortgage brokerage through affiliated agencies.

Jason Vandergiessen is a ChFC® with 26 years of experience in the financial services industry. He has been with Hantz Financial Services, Inc. since 1999. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and fiduciary services. The firm employs model-driven ETF strategies, supplemented by separately managed and unified managed accounts, and provides expanded implementation capabilities through affiliated entities including a trust bank and tax and business consulting services.

Paul Hereza is a financial advisor with PNC Wealth Management in Lansing, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with PNC Bank since 2010 and PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, a discretionary online account available by invitation that uses algorithm-driven risk assessment and implements approved model strategies with mutual funds and ETFs.

Matthew Nordmann is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. His prior roles include positions at OSAIC, Securities America Advisors, and Invest Financial Corp. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, utilizing customized portfolios with a primarily long-term investment approach.

Severin Erickson is a financial advisor with The Huntington Investment Company in Okemos, MI, holding Series 63 and Series 66 credentials and having five years of industry experience. His work history includes multiple roles within The Huntington Investment Company and Huntington National Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm employs an open-architecture model that integrates third-party and proprietary strategies, with advisory arrangements primarily structured as percentage-of-assets wrap fees.

Patrick Weller is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2012. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, fiduciary services, and brokerage capabilities. The firm utilizes model-driven ETF strategies alongside separately managed accounts and third-party money managers, supported by affiliated businesses including a state-chartered trust bank and in-house tax and retirement consulting.

Michael Comer is a financial advisor with Fifth Third Securities, Inc. in Dewitt, MI, holding Series 63 and Series 65 designations and having nine years of industry experience. He has been with Fifth Third Securities since 2016 and has worked at Fifth Third Bank since 2010. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Cody Paul is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding a Series 66 designation. He joined Hantz Financial Services in 2025 and has prior work experience in various roles outside the financial industry, including positions at Best Buy and Graduate Hotel. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm’s investment approach emphasizes model-driven ETF strategies, supplemented by separately managed and unified managed accounts, with additional capabilities in direct indexing, private funds, and AI-assisted client data analysis.

Ethan Davies is a ChFC® credentialed financial advisor with 23 years of industry experience, currently with Hantz Financial Services, Inc. in Okemos, MI, where he has worked since 2002. He holds Series 63 and Series 65 licenses. 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 focused 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.

Christopher Jones is a financial advisor with Principal Financial Services in Lansing, MI, holding a Series 66 designation and 11 years of industry experience. He has worked at The Centennial Group, Principal Securities Inc., and Principal Life Insurance Company since 2015. Outside of his advisory work, he is involved in the sales and service of various insurance products, including life, disability, long-term care, health insurance, and individual annuities. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Joshua Flint is a financial advisor with Principal Financial Services, holding a Series 66 designation and three years of industry experience. Prior to joining Principal, he worked at Williamston Elementary School and was a full-time student for five years. He is also involved in the sales of fixed insurance products, including fixed life, fixed annuities, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Parker Kubiak is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 credential and six years of industry experience. He has been with Hantz Financial Services since 2019. Prior to advising, his work history includes roles at Dick's Sporting Goods, All-Terrain Landscaping, Michigan State University, and Papermachine Service Industries. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm emphasizes diversified, ETF-centered model portfolios supported by asset allocation and periodic rebalancing, and offers additional services including financial planning, wealth management, mortgage brokerage, and insurance through affiliated agencies.

Brett Leonard is a financial advisor with TIAA-CREF, holding a Series 65 designation and one year of industry experience. He has previously worked at Northern Trust and has been associated with TIAA since 2018. 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 distinguishes between one-time planning services and ongoing discretionary management, utilizing model portfolios or customized portfolios managed under client-approved investment policies.

Ankit Kumar Jalan is a financial advisor at Private Advisor Group, LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Waggoner Financial, and was involved with Michigan State University’s Department of Teacher Education. Jalan also provides administrative support to Private Advisor Group in addition to his advisory role. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, utilizing a variety of program vehicles and third-party asset managers.

Keegan Weckesser is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and totaling six years of industry experience. He previously worked at Trinity Financial Advisors, LLC and has a background at Calvin University. He is involved in providing investment advisory services through Private Advisor Group. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through both wrap and non-wrap programs. The firm supports access to third-party asset managers and turnkey asset management platforms, utilizing multiple analytical approaches and trading time horizons to match client objectives.

Charles Herrold is a financial advisor with Commonwealth Financial Network in East Lansing, MI, holding the CFP® and ChFC® designations and possessing 45 years of industry experience. He has worked with Commonwealth Equity Services, Inc. since 1997 and serves as chairman and co-owner of Financial Technology, Inc. Outside of his advisory roles, he is president of the GT Bayview Condo Association homeowners association. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Katie Moss is a financial advisor at NewEdge Advisors with 21 years of industry experience. She holds the CFP® designation and has previously worked at Cetera Wealth Services, LPL Financial, and other firms. Outside of her advisory roles, she serves as a board member for Hospice of Lansing, a nonprofit hospice care organization. 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 suite of services including portfolio management, financial planning, and retirement consulting through a network of independent advisors.

Sidney Walser Delaney is a financial advisor at The Huntington Investment Company with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within Huntington National Bank and its affiliated investment company since 2018. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, as well as charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture model combining third-party and proprietary investment strategies and offers multiple wrap-fee programs through the Envestnet platform.