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.

Nathanael Flynn is a CFP® professional with 23 years of industry experience, currently with Private Advisor Group, LLC since 2015. He also has a long tenure with LPL Financial, LLC beginning in 2004. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing diverse strategies including asset allocation and fundamental, technical, and cyclical analysis.

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 with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at LPL Financial, Comfort Research, and Knape & Vogt. Outside of advising, he is involved in administrative support activities for Private Advisor Group and operates a tax and investment business entity. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. It serves individuals, trusts, estates, charitable organizations, and corporate clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Brian Franke 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 spent 28 years at Delta Dental Plan of Michigan and three years at Michigan State University. Outside of his advisory work, Franke serves as treasurer for Lansing Cityzens, a private club for fans of the Manchester City soccer team. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm’s investment approach includes strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

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 and holds the Series 66 designation. He has three years of industry experience and previously worked at LPL Financial, LLC, Pratt and Whitney AutoAur, and Weir Oil and Gas. Bowman is also involved with Bowman Investments LLC, which indicates entrepreneurial activity outside of his advisory role. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving a range of clients including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

Mark Wickard Jr. is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. He has worked at Oppenheimer since 2023 and was self-employed from 2020 to 2023. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation alongside various investment strategies tailored to client objectives.

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 in East Lansing, MI, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. 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 financial planning. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment vehicles to construct client solutions, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Todd Howard is a financial advisor with TIAA-CREF in East Lansing, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He worked at Hantz Financial Services, Inc. for 11 years before joining TIAA-CREF in 2017. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through model portfolios and customized solutions, operating under a fiduciary standard within a vertically integrated structure.

Matthew Sims is a financial advisor with Hantz Financial Services, Inc. in Okemos, MI, holding the ChFC® designation along with Series 63 and 66 licenses. He has 19 years of industry experience and has been with Hantz Financial Services since 2006. 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 complemented by separately managed accounts and provides access to direct indexing, private funds, and alternative investments, supported by affiliated businesses including a state-chartered trust bank and in-house tax and consulting services.

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.