Patrick Weller is a financial advisor with Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Hantz Financial Services since 2012. Hantz Financial Services serves a diverse range of clients, including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm focuses on ETF-based model portfolios with multiple risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

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. He holds the Series 66 designation and has one year of industry experience. His prior work background includes roles at Best Buy, Graduate Hotel, Door Dash, and Task Masters. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm provides financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and direct indexing, combining advisory, brokerage, mortgage, and insurance services within an enterprise structure.

Ethan Davies is a financial advisor with Hantz Financial Services, Inc. in Okemos, MI. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 24 years of industry experience, all with Hantz Financial Services since 2002. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm primarily delivers investment advice through ETF-based model portfolios across five risk levels, supplemented by third-party money managers and Direct Indexing strategies.

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 at Hantz Financial Services, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2019. Prior to his financial career, he held positions at Dick's Sporting Goods and All-Terrain Landscaping and was involved with Michigan State University and Papermachine Service Ind. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, and business owners. The firm offers financial planning, wealth management through ETF-based model portfolios, retirement plan consulting, and brokerage, mortgage, and insurance services via affiliated entities.

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 a Series 66 designation and five years of industry experience. He has previously worked at LPL Financial, Waggoner Financial, and held roles at Michigan State University in the Department of Teacher Education. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies and technology platforms, including proprietary solutions and third-party managers.

Keegan Weckesser is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at LPL Financial, LLC and Trinity Financial Advisors, LLC. Keegan has a background that includes four years at Calvin University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model with a range of investment strategies and technology platforms to support client goals.

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.

Bradford Newitt is a financial advisor with TIAA-CREF in East Lansing, MI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining TIAA-CREF in 2017, he worked for Hantz Financial Services, Inc. for 14 years. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated structure.

Eric Waggoner is a financial advisor with Private Advisor Group, LLC, holding the CFP®, CFA®, and ChFC® designations and possessing 19 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. In addition to his advisory work, he is involved with Michigan State University and owns Black Tie Cattle Company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model using technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Jay O'Brien is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2015. He has been affiliated with LPL Financial, LLC since 2004. Outside of his advisory work, he owns Money Rules, an internet educational and marketing company that provides financial educational materials, including a financial blog. 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 employs a fiduciary-based advisory model and utilizes various investment strategies through proprietary platforms and third-party managers.

Kevin Lynch is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2017, following previous roles at Cantor Fitzgerald & Co and Morgan Stanley. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, combining discretionary and non-discretionary approaches with in-house custody of client assets.

Michael Snoeyink is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Merrill, Raymond James & Associates, and WESTERN SOUTHERN Life. Outside of his advisory role, he owns a small ecommerce business called Boats and Sandbars LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing.

John Soltis is a financial advisor with Hantz Financial Services, Inc. in Okemos, Michigan. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, all with Hantz Financial Services since 2000. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services within a single enterprise structure.

Evan Klump is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and three years of industry experience. Prior to joining Commonwealth, he worked at Equitable Advisors for two years and has held various roles including logistics coordination and fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of nearly 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad platform including managed account programs, third-party asset manager access, and comprehensive custody and clearing services.

Nathan Reusser is a CFP® professional with 25 years of industry experience, currently serving at Private Advisor Group, LLC since 2015. He has concurrently worked with LPL Financial since 2004. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by 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 often implementing advice through third-party managers and turnkey asset management programs.