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.

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.

Adam Tyler is a financial advisor with Fifth Third Securities, Inc. in Dewitt, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Fifth Third Securities and its affiliated entities since 2010. Outside of his advisory role, he owns and manages two rental properties in Sarasota, FL. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, and institutional clients through its Passageway Managed Account Program. The firm provides access to multiple discretionary managed-account options and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves within a platform that includes features such as direct indexing and tax-overlay 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.

John Sirrine is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at LPL Financial, LLC since 2004 and has operated his own firm, John M. Sirrine & Associates Inc., since 1991. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies and supports held-away account management through technology partnerships and multiple custodians.

Steven Shannon is a financial advisor with The Huntington Investment Company based in Saint Johns, MI. He holds Series 63 and Series 66 licenses and has six years of industry experience. His work history includes roles at Ameriprise Financial Services, LLC, The Huntington National Bank, and ownership of Shannon Investments LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, using an open-architecture model that combines third-party sub-managers and proprietary Private Bank models.

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.