Gabrielle D'angelo is a financial advisor at PNC Wealth Management with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at notable firms including Fidelity Brokerage Services, Bain Consulting & Co, Bank of America, and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with online banking credentials. The firm’s approach centers on algorithm-driven model selection and uses mutual funds and ETFs, with portfolio execution and oversight delegated to third parties.

Scott Danek is a CFP® with 34 years of industry experience, currently serving with NewEdge Advisors. His career includes roles at Cetera, LPL Financial, and Equanimity Wealth Management, where he is also an owner. Outside of his advisory work, he ties fishing flies for clients on request. NewEdge Advisors is an enterprise-scale registered investment adviser that supports individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management and consulting services utilizing both in-house and third-party strategies, with an emphasis on centralized due diligence and technology integration.

Brent Erickson is a financial advisor at GWN Securities Inc. with 36 years of industry experience. He has been with GWN Securities since 2007 and holds Series 63 and Series 65 designations. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and access to third-party managers. The firm uses a combination of affiliated and unaffiliated sub-advisers and employs asset allocation and Modern Portfolio Theory, while also offering market-timing and momentum-based strategies in some legacy programs.

Scott Nihart is a financial advisor with Private Advisor Group, LLC in East Lansing, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Private Advisor Group since 2015 and also maintains roles with Flynn Wealth Partners and LPL Financial, LLC. 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 that utilizes a range of investment strategies and technology platforms, including proprietary managed account solutions and third-party managers.

Thomas Devereaux is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Hantz Financial Services since 2008. Hantz Financial Services serves a diverse client base including individual, pension, charitable, corporate, and business owner clients. The firm employs ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services within an enterprise structure.

Kyle Weitekamp is a financial advisor at TIAA-CREF with 16 years of industry experience. He has held roles at TIAA-CREF and TIAA since 2018 and previously worked at J.P. Morgan Securities from 2014 to 2018. He holds Series 63 and Series 66 licenses and is based in East Lansing, Michigan. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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 provides a combination of point-in-time planning and ongoing portfolio management, with an advisory model that includes model-based and customized portfolios.

Adam Baczkiewicz is a financial advisor at NewEdge Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at Equanimity Wealth Management, CWM, LLC, and Rabo AgriFinance. Outside of advisory work, he has provided ride-sharing services through Uber. 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 range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party advisory programs through multiple program structures and centralized due diligence.

Shane Seybert is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2002. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and unified managed accounts.

Thomas Dudley Jr. is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co., Inc., a division of Oppenheimer, for 27 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services that include equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management strategies.

Jacob Junglas is a financial advisor at Hantz Financial Services, Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with the Hantz Group since 2015. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth households, pension plans, and business owners, offering financial planning and wealth management through ETF-based model portfolios and third-party SMA strategies. The firm integrates advisory, broker-dealer, mortgage, and insurance services, and employs technology-driven solutions such as AI-assisted data aggregation and automated tax-loss harvesting.

John Vandersloot is a financial advisor with TIAA-CREF in East Lansing, MI, holding Series 63 and Series 65 credentials and with 24 years of industry experience. He has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers discretionary management options ranging from model portfolios to customized solutions under a fiduciary standard and acts as adviser to the TIAA Donor Advised Fund.

Sierra Clow is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding a Series 66 designation with four years of industry experience. Prior to joining Hantz Financial Services, she worked in various roles including positions at Chartwells Higher Education and Spring Arbor University. Hantz Financial Services serves a diverse client base including individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, complemented by third-party managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Noah Timm is a financial advisor at Oppenheimer with a Series 66 designation and five years of industry experience. Prior to joining Oppenheimer in 2020, he worked in the automotive and manufacturing sectors. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment programs and consulting services, maintaining custody of client assets while managing both advisory and broker-dealer businesses.

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 24 years of experience in the financial industry. He has been with Private Advisor Group, LLC since 2015 and has concurrently worked at LPL Financial, LLC since 2004. Flynn is based in East Lansing, MI. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting services. The firm uses a fiduciary-based advisory model and employs various investment strategies, offering both proprietary and third-party managed account solutions.

Stacy Talarico is a financial advisor with TIAA-CREF in East Lansing, MI, holding Series 66 and Series 63 licenses and has 15 years of industry experience. Prior to joining TIAA-CREF in 2024, she worked at Fidelity Investments from 2022 to 2024 and held positions at Edward Jones, Financial Engines Advisors, and Sigma Financial Corporation. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Gregory Custer is a financial advisor at Private Advisor Group, LLC in East Lansing, MI, holding a Series 66 credential with five years of industry experience. His prior roles include positions at LPL Financial and Comfort Research. He also provides administrative support to Private Advisor Group through a registered investment advisor business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, 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 providing access to proprietary and third-party managed account solutions.

Brian Franke is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and previously worked at Michigan State University and Delta Dental Plan of Michigan. Outside of his advisory role, he serves as treasurer for Lansing Cityzens, a private club for fans of the Manchester City soccer team. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs including asset management, consulting, and retirement services, with advisory services that include equity, balanced, and fixed-income portfolios utilizing strategic and tactical asset allocation.

Elisa Ramos is a financial advisor with Eagle Strategies (NY Life) based in Okemos, MI, holding a Series 66 license and seven years of industry experience. Her prior roles include positions at Morgan Stanley, AXA Advisors, and MassMutual Great Lakes. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Jeffery Soper is a financial advisor with Hantz Financial Services, Inc. in Okemos, MI, holding the ChFC® designation and Series 63 license. He has 34 years of industry experience and has been with Hantz Financial Services since 2006. Hantz Financial Services serves a diverse client base including individual households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm focuses on financial planning and wealth management through ETF-based model portfolios, supplemented by third-party managers and advanced technology platforms.