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.

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.

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.

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.

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.

Mark Wickard Jr. is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and has previously worked as a self-employed advisor before joining Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, and charitable organizations. The firm offers a broad range of investment and consulting services across equity, balanced, and fixed-income portfolios, with a notable emphasis on non-discretionary advisory assets and custody of client assets as a qualified custodian.

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, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Fahnestock & Co. Inc., a division of Oppenheimer, for 23 years since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services that include discretionary and non-discretionary management, strategic asset allocation, and customized retirement consulting.

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.

Keegan Weckesser is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at LPL Financial, LLC and Trinity Financial Advisors, LLC. Keegan has a background that includes four years at Calvin University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model with a range of investment strategies and technology platforms to support client goals.

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.

Stephen Hicks is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Siena Wealth Advisors, as well as legal practice through his own law office. He serves as an adjunct professor in the business department at Lansing Community College. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

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.

Kevin Lynch is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2017, following previous roles at Cantor Fitzgerald & Co and Morgan Stanley. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, combining discretionary and non-discretionary approaches with in-house custody of client assets.