Kiley Eory is a CFP® and ChFC® with 11 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. Prior to joining Private Advisor Group in 2019, Eory worked with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Eory is also president of Waggoner Group, Inc., where they oversee tax preparation, accounting, and non-variable insurance services. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to a range of advisory programs and third-party asset managers, utilizing various analytical approaches and tools to align with client objectives.

Samuel Whelan is a CFP® credentialed financial advisor with four years of industry experience. He is affiliated with Private Advisor Group, LLC and also operates under the name Flynn Wealth Partners. His prior experience includes roles at Auto Owners Insurance, Ingham County, and Gratiot County. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a range of advisory programs and access to third-party asset managers and turnkey asset management platforms.

Scott Heise is a financial advisor with TIAA-CREF in East Lansing, MI, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with TIAA and TIAA-CREF since 2000. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm differentiates its planning services from ongoing managed account management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Brian Shepard is a financial advisor with Commonwealth Financial Network based in East Lansing, MI. He holds the Series 66 designation and has 14 years of industry experience. He is also co-owner and Vice President of Financial Technology, Inc., a company that facilitates securities business and TPA services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jon Scott is a financial advisor at TIAA-CREF with two years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Hoskin Capital and Jefferies. Outside of his advisory role, Scott serves as the Corresponding Secretary for the Alpha Phi Alpha Fraternity’s Kappa Delta Lambda Chapter and is a Commissioner on the Lansing City Board of Fire Commissioners. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, applying a fiduciary standard within a vertically integrated structure that includes affiliated funds.

Alexis Cabrera is a financial advisor at Empower Advisory Group with two years of industry experience. They hold the Series 66 and Series 63 designations. Prior to joining Empower, Alexis worked at Northwestern Mutual in various roles and has experience with the State of Michigan Department of Treasury. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates.

Cory Jansen is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding a Series 66 designation with six years of industry experience. He has been with Hantz Financial Services since 2018 and previously worked at LSSU from 2015 to 2018. 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 retirement-plan advisory services.

Andrew Beach is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, where he has worked since 2001. His credentials also include the Series 63 license. 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, and it offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated businesses such as a state-chartered trust bank and in-house tax and consulting services.

Matthew Rynbrandt is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and nine years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2016. Separately, he is employed as an Academic Specialist at Michigan State University. 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 portfolio management, financial planning, and access to third-party asset management programs.

Blake Pokley is a CFP® with seven years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His prior experience includes roles at Buckingham Strategic Wealth, LLC, Sequoia Financial Group, and self-employment. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that integrates fundamental and quantitative analysis along with third-party managers and alternative strategies.

Candice Skinner is a financial advisor with Principal Financial Services, holding Series 63, Series 65, and Series 66 licenses and four years of industry experience. Her prior roles include positions at Principal Securities, Principal Life Insurance Company, CWM, LLC, and Equanimity Wealth Management. 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.

Nicholas Mccleary is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He is president and co-owner of Castle Financial Partners LLC, where he provides fixed insurance products and manages agent development. He also owns NM Financial LLC, through which he conducts financial planning, consulting, and investment management services. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a mix of in-house and third-party managers and integrates offerings from its affiliated entities to provide comprehensive investment solutions.

Tobias Timm is a financial advisor with Oppenheimer in East Lansing, MI, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. Prior to joining Oppenheimer in 2017, he worked at Cantor Fitzgerald and Cantor Fitzgerald Wealth Partners. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a variety of advisory programs and services, including portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to specific programs and advisors, managing approximately $36.7 billion in assets as of year-end 2025.

Phillip Pelland is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Michigan State University and the University of Michigan. 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, and offers expanded implementation capabilities through affiliated entities such as a trust company and in-house tax and business consulting.

Liam Carr is a financial advisor at Principal Financial Services in Lansing, MI, holding a Series 66 designation. He began his financial services career in 2026 and has prior work experience that includes roles at Fifth Third Bank NA and Eastern Illinois University. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel stationed outside the U.S. 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.

Ener Almanza is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and nine years of industry experience. He has worked with Private Advisor Group since 2016 and LPL Financial since 2015. Outside of his advisory work, Almanza is involved in organic farming through a home-based activity. 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 portfolio management, financial planning, and access to third-party asset management programs.

Carson Raeder is a Series 66-licensed financial advisor at Hantz Financial Services, Inc. with one year of industry experience. Prior to joining Hantz, he held various roles including positions at Texas Roadhouse and Showroom Shine. 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 and retirement plan sponsors with diversified, ETF-centered model portfolios, financial planning, and wealth management through a multi-advisor platform.

Phillip Mclellan is a Series 66-registered advisor with PNC Wealth Management, based in Lansing, MI, and has 19 years of industry experience. He has worked with PNC Investments since 2016. Outside of his financial advisory role, he serves as Director of Golf Strategy for Haslett Public Schools. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Mark Wickard is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at 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, offering a range of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm emphasizes strategic and tactical asset allocation, manager selection, and a combination of discretionary and non-discretionary account management.

Jeremy Mason is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 registrations and over 20 years of industry experience. He has been with Private Advisor Group since 2015 and has concurrently worked with LPL Financial and Michigan Financial Group since 2005. Outside of his advisory work, Mason is a co-owner and operator of a small coffee roasting company. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.