Jasmine Garn is a financial advisor at Ameritas Advisory Services, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Ameritas Life Insurance Company and Castle Financial Partners, where she is involved in life and disability insurance sales alongside financial advising. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary advice through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Thomas Dudley Jr. is a financial advisor with Oppenheimer in East Lansing, MI, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Fahnestock & Co., Inc. since 1999. 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 private-fund management. The firm’s advisors employ strategic and tactical asset allocation, manager selection, and various investment vehicles, with client objectives documented and accounts reviewed periodically.

John Vandersloot is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2005. 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 separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Logan Shanks is a financial advisor with OSAIC Institutions, INC. based in East Lansing, MI. He holds a Series 66 designation and has 11 years of industry experience, including roles at Infinex Investments, Alerus, Bank of America, and Merrill Lynch. Outside of his advisory work, he serves as the head youth wrestling coach for Dewitt Public Schools. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services, including customized financial planning, ERISA plan services, access to alternative investments, and lending solutions. The firm’s assets are predominantly managed on a non-discretionary basis, and its dual broker-dealer and adviser status supports a broad network of investment adviser representatives offering both advisory and brokerage solutions.

Noah Timm is a financial advisor at Oppenheimer with five years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2020. Prior to his current role, he held positions outside the financial sector, including at Williams Auto World and Superior Machine and Tool. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm manages approximately $36.7 billion in assets across various strategies, combining commission-based and asset-based fee programs.

Patti Hicks is a financial advisor at The Huntington Investment Company with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Huntington National Bank and PNC Bank earlier in her career. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs utilizing an open-architecture model that incorporates third-party and proprietary portfolio management options.

Suzzanne Cross is a financial advisor with Fifth Third Securities, Inc. in Owosso, MI, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Fifth Third Securities since 2001 and has worked at Fifth Third Bank since 1980. Outside of her advisory role, she volunteers at Memorial Healthcare Auxiliary Hospital and serves as Vice President of Curwood Festival, Inc., a local nonprofit organization. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutions. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and access to specialized portfolio management and tax-overlay services.

Nathanael Flynn is a CFP® professional with 23 years of industry experience, currently with Private Advisor Group, LLC since 2015. He also has a long tenure with LPL Financial, LLC beginning in 2004. 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing diverse strategies including asset allocation and fundamental, technical, and cyclical analysis.

Taylor Massa is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at LPL Financial, Securian Financial Services, Wealth Strategies Financial Group, and Minnesota Life Insurance. Massa operates an independent investment advisory business through Private Advisor Group. 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.

Samuel Butler is a financial advisor at Private Advisor Group, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Private Advisor Group since 2015 and LPL Financial since 2014. Private Advisor Group, LLC manages 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 discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, utilizing various investment strategies and extensive industry affiliations.

Kenneth Perrin is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Ameriprise Financial Services, LLC and LPL Financial. Perrin serves as Chairperson of the Board for the St. Johns Area Community Fund, a nonprofit supporting social, physical, and cultural improvement initiatives. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models.

Stacy Talarico is a financial advisor with TIAA-CREF based in East Lansing, MI. She holds Series 66 and Series 63 designations and has 15 years of industry experience. Her prior experience includes roles at Fidelity Investments and Edward Jones. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through various managed account programs, including customized portfolios managed under client-approved investment policies.

Gregory Custer is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at LPL Financial, Comfort Research, and Knape & Vogt. Outside of advising, he is involved in administrative support activities for Private Advisor Group and operates a tax and investment business entity. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. It serves individuals, trusts, estates, charitable organizations, and corporate clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Brian Franke is a financial advisor at Oppenheimer with five years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2020. Prior to his current role, he spent 28 years at Delta Dental Plan of Michigan and three years at Michigan State University. Outside of his advisory work, Franke serves as treasurer for Lansing Cityzens, a private club for fans of the Manchester City soccer team. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm’s investment approach includes strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Salvatore Durso is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been associated with The Centennial Group, Principal Securities Inc., and Principal Life Insurance Co. since 2013. Durso serves on the board of McLaren Greater Lansing Hospital and is a board member of All of God's Children. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. 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.

Jordan Bowman is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. He has three years of industry experience and previously worked at LPL Financial, LLC, Pratt and Whitney AutoAur, and Weir Oil and Gas. Bowman is also involved with Bowman Investments LLC, which indicates entrepreneurial activity outside of his advisory role. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving a range of clients including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

Mark Wickard Jr. is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. He has worked at Oppenheimer since 2023 and was self-employed from 2020 to 2023. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation alongside various investment strategies tailored to client objectives.

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.

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.