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. She holds a Series 65 license and has eight years of experience with Hantz, following prior roles at First National Bank and Panther Global Tech. Outside of finance, she has experience with Karen's Dance Academy. Hantz Financial Services, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients. The firm offers financial planning, wealth management using ETF-based model portfolios and third-party managers, retirement plan consulting, and brokerage, mortgage, and insurance services through affiliated entities.

Caedmon Vantil is a financial advisor with Fifth Third Securities, Inc. in Mason, Michigan. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Fifth Third Securities, he held positions at Fifth Third Bank and worked in retail and food service roles. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program options on the Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Jason Vandergiessen is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Hantz Financial Services, Inc., where he has worked since 1999. He is based in Okemos, MI. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios and third-party managers, alongside brokerage, mortgage-broker, and insurance distribution via affiliated entities.

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.

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.

Noam Drews is a financial advisor at Focus Partners Wealth, LLC with Series 65 and Series 63 licenses. He began his advisory career in 2026 and has prior experience at Exelon Corporation and several other organizations. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, tax and compliance support, and employee benefit retirement plan services. The firm employs a long-term investment approach utilizing both active and passive strategies, third-party managers, and private funds, and offers customized portfolios based on clients’ risk tolerance and tax circumstances.

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, and spent four years at Calvin University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of services including portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model using various strategies and technology platforms, offering both discretionary and non-discretionary management solutions.

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.

Stephen Hicks is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. His prior work includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Siena Accounting CPA, PLLC. Hicks also serves as an adjunct professor in the Business Department at Lansing Community College. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans. The firm offers investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services, utilizing a long-term investment approach with customized portfolios that incorporate both active and passive strategies.

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.