David McNeilly is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Northwestern Mutual and Ameritas, as well as operating McNeilly Financial for ten years. He also engages in the sale of fixed insurance products including fixed life, fixed annuities, medical, disability, and long-term care insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Conrad Beeler is a financial advisor with Principal Financial Services in Lansing, MI, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Principal Securities INC, The Centennial Group, Principal Life Insurance Company, and Securian Financial Services. Outside of his advisory work, he serves on the board of the Ducks Unlimited Red Cedar Chapter and has ownership interests in farmland and forestry management. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Muhammad Shanzer Khan is a financial advisor with Private Advisor Group, LLC based in Lansing, MI. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he has worked at LPL Financial and held positions at Michigan State University and Bank Alfalah Limited. Khan is involved in providing administrative support to Private Advisor Group through related business activities. 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 uses a fiduciary-based advisory model, leveraging technology platforms and third-party managers to deliver tailored investment solutions.

Timothy Durso is a financial advisor with Principal Financial Services based in Lansing, MI, holding Series 63 and Series 66 designations and 30 years of industry experience. He has been associated with The Centennial Group, Princor Financial Services Corp, and Principal Life Insurance Company since 2013. Outside of advisory work, he is president and 27% owner of a business involved in group health and fixed life insurance offerings marketed under The Centennial Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and institutional clients. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation often conducted on a discretionary basis by these external managers.

Jasmine Garn is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 designation and three years of industry experience. She has worked with Ameritas since 2023 and previously spent seven years at Castle Financial Partners, where she was involved in life and disability insurance sales alongside financial advising. Ameritas Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners.

Logan Shanks is a financial advisor with OSAIC Institutions, Inc. holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Infinex Investments, Alerus, Bank of America, Merrill Lynch, and Principal Financial Services. Outside of advising, he serves as the head youth wrestling coach for Dewitt High School in Michigan. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services through a network of representatives and operates a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.

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, holding a Series 66 designation and four years of industry experience. His career includes roles at Private Advisor Group and LPL Financial, as well as experience in the oil and gas sector at Weir Oil and Gas. Bowman is also involved in entrepreneurial activities through several investment-related entities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based model and utilizes a variety of investment strategies and third-party managers, supported by proprietary technology platforms.

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.

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.

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.

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.

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.

Noam Drews is a financial advisor at Focus Partners Wealth, LLC with Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Exelon Corporation and several other companies outside the financial services sector. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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.

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, Buckingham Strategic Wealth, and Siena Accounting CPA, among others. He also serves as an adjunct professor in the business department at Lansing Community College. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

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.

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.

Alexis Cabrera is a financial advisor at Empower Advisory Group with two years of industry experience. They hold Series 63 and Series 66 licenses and have previously worked at Northwestern Mutual and 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 certain IRA and retail brokerage account holders, offering services integrated with Empower’s recordkeeping and administrative platforms.

Blake Pokley is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held roles at Buckingham Strategic Wealth, LLC, Sequoia Financial Group, and was self-employed. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.