Noam Drews is a financial advisor at Focus Partners Wealth, LLC with Series 65 and Series 63 licenses. He has been with the firm since 2026 and has prior experience at Exelon Corporation, CIL Management Consultants, and Blue Cross Blue Shield - Michigan. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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.

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.

Stephen Hicks is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Siena Wealth Advisors, as well as legal practice through his own law office. He serves as an adjunct professor in the business department at Lansing Community College. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

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 16 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Merrill and Raymond James & Associates. Outside of advising, he operates an ecommerce business called Boats and Sandbars LLC. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated approach is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and plan sponsor-selected investment lineups.

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.

Rex Foster is a financial advisor with Hantz Financial Services, Inc. in Okemos, MI. He holds the ChFC® designation and Series 63 license and has 29 years of industry experience, including 27 years with his current firm. Foster is a partner and passive investor in Strokes Gained Golf LLC, an indoor golf simulator venture. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension plans, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and unified managed accounts.

Michael Basmajian is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding the ChFC® designation and Series 66 license with 10 years of industry experience. He has worked at Hantz Financial Services since 2015 and was previously employed at Grand Canyon University from 2011 to 2017. Hantz Financial Services serves a diverse clientele including individual investors, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technology solutions such as automated tax-loss harvesting and AI-assisted client data aggregation.

Sara Frank Hepfer is a CFP® professional with 19 years of experience, currently serving as a financial advisor at Commonwealth Financial Network since 2014. She holds the Series 66 designation and is based in East Lansing, MI. Outside of her advisory role, she co-owns Financial Technology, Inc., a company facilitating securities business and TPA services, and has participated as a speaker on networking tactics. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering discretionary portfolio management and distinct program structures to its affiliated advisors.

Kiley Eory is a CFP® and ChFC® with 11 years of industry experience, currently serving at Private Advisor Group, LLC since 2019. Prior to this, Kiley worked at Northwestern Mutual Wealth Management Company and remains involved with Waggoner Group, Inc., where they hold the position of president overseeing tax preparation, accounting, and non-variable insurance services. 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 model utilizing various investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

Samuel Whelan is a CFP® and Series 65 registered advisor with four years of industry experience. He currently provides investment advice through Flynn Wealth Partners under Private Advisor Group, LLC. His prior work includes roles at Auto Owners Insurance and local government positions in Ingham and Gratiot counties. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a mix of strategies while often working with third-party managers and tactical asset management programs.