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.

Michael Cantor is a financial advisor with Commonwealth Financial Network in East Lansing, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He is also vice president and co-owner of Financial Technology, Inc., a company that facilitates securities business and third-party administrator services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to discretionary model portfolios. The firm acts as a platform provider, offering operations, trading, technology, compliance, and practice-management resources to affiliated advisors.

Scott Nihart is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 12 years of industry experience. He has been affiliated with Private Advisor Group since 2015 and also works with Flynn Wealth Partners and LPL Financial, LLC. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of strategies and third-party asset managers.

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.

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. He holds a Series 66 designation and has 11 years of industry experience. His prior work includes roles at Infinex Investments, Inc., Alerus, Bank of America, N.A., and Merrill Lynch. Outside of his advisory duties, Shanks serves as the head youth wrestling coach for Dewitt Public Schools. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments while operating a hybrid adviser/broker-dealer model and providing supervisory oversight to its network of advisors.

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.

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.