Parker Kubiak is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 credential and six years of industry experience. He has been with Hantz Financial Services since 2019. Prior to advising, his work history includes roles at Dick's Sporting Goods, All-Terrain Landscaping, Michigan State University, and Papermachine Service Industries. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm emphasizes diversified, ETF-centered model portfolios supported by asset allocation and periodic rebalancing, and offers additional services including financial planning, wealth management, mortgage brokerage, and insurance through affiliated agencies.

Noam Drews is a financial advisor at Focus Partners Wealth, LLC with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Focus Partners Wealth, he held roles at Exelon Corporation, CIL Management Consultants, and Blue Cross Blue Shield of Michigan among others. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture and offers a wide range of wealth management, retirement, tax, and fiduciary services.

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 five years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Waggoner Financial, and was involved with Michigan State University’s Department of Teacher Education. Jalan also provides administrative support to Private Advisor Group in addition to his advisory role. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, utilizing a variety of program vehicles and third-party asset managers.

Keegan Weckesser is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and totaling six years of industry experience. He previously worked at Trinity Financial Advisors, LLC and has a background at Calvin University. He is involved in providing investment advisory services through Private Advisor Group. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through both wrap and non-wrap programs. The firm supports access to third-party asset managers and turnkey asset management platforms, utilizing multiple analytical approaches and trading time horizons to match client objectives.

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 CFP® professional with 20 years of experience in the financial services industry. She is currently with NewEdge Advisors and has held prior roles at Cetera Wealth Services, LPL Financial, and Equanimity Management, Inc., where she is a co-owner. Moss serves on the board of Hospice of Lansing, a nonprofit hospice care organization. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Stephen Hicks is a financial advisor with Focus Partners Wealth, LLC, based in Grand Ledge, MI, with 15 years of industry experience. He has held positions at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and various other firms dating back to 1998. Hicks also serves as an adjunct professor in the business department at Lansing Community College. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity and offers a broad range of services including portfolio management, financial counseling, family office services, and fiduciary consulting.

Sidney Walser Delaney is a financial advisor at The Huntington Investment Company with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within Huntington National Bank and its affiliated investment company since 2018. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, as well as charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture model combining third-party and proprietary investment strategies and offers multiple wrap-fee programs through the Envestnet platform.

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 CFP®, CFA®, and ChFC® affiliated with Private Advisor Group, LLC, and has 19 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2007 to 2019 before joining Private Advisor Group and LPL Financial in 2019. Outside of advisory work, he is a business owner of Black Tie Cattle Company and holds a teaching position at Michigan State University. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a broad network of investment adviser representatives. The firm offers access to multiple advisory programs and third-party asset managers, with model portfolios supported by major strategists such as Fidelity, BlackRock, and Goldman Sachs.

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 since 2004. Outside of his advisory work, he owns Money Rules, an internet educational and marketing company that provides financial educational materials and operates a financial blog. 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 a range of portfolio management and financial planning services, utilizing various investment methods and third-party asset management programs.

Kevin Lynch is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2017, following a two-year tenure at Cantor Fitzgerald & Co. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment strategies tailored to client objectives.

Michael Snoeyink is a financial advisor with Empower Advisory Group in Haslett, MI, holding Series 63, 65, and 66 licenses and having 15 years of industry experience. His work history includes roles at Empower Financial Services, Western Southern Life, and Citizens Securities. He is also the owner of an ecommerce business, 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 retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

John Soltis is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Hantz Financial Services since 2000. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, wealth management, and fiduciary services. The firm utilizes model-driven ETF strategies, separately managed accounts, and alternative investments, supported by affiliated businesses including a state-chartered trust bank and in-house tax and business consulting.

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®-certified financial advisor with 24 years of industry experience. He has been with Private Advisor Group, LLC since 2015 and has worked at LPL Financial since 2004. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services through both proprietary and third-party strategies.

Rex Foster is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding the ChFC® designation and Series 63 license with 29 years of industry experience. He has been with Hantz Financial Services since 1999. Outside of his advisory role, Foster is involved as an owner of Texigan LLC and is a partner and passive investor in Strokes Gained Golf LLC, an indoor golf simulator business anticipated to start operations in 2026. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Michael Basmajian is a ChFC® and Series 66 credentialed financial advisor with 10 years of industry experience. He has been with Hantz Financial Services, Inc. since 2015 and previously worked at Grand Canyon University for six years. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm focuses on diversified, ETF-centered model portfolios and offers a range of services including financial planning, portfolio management, retirement plan consulting, mortgage brokerage, and insurance through affiliated agencies.

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.