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.

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.

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.

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.

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 with Ameritas Advisory Services, LLC, holding a Series 65 designation and three years of industry experience. She has worked at Ameritas Life Insurance Company and Ameritas Advisory Services since 2023, and she is also affiliated with Castle Financial Partners, where she has been involved in life and disability insurance sales and financial advising since 2019. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions using model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

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.

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.

Logan Shanks is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and 12 years of industry experience. His career includes roles at Infinex Investments, Alerus, Bank of America, Merrill Lynch, and Principal Financial Services. Outside of his advisory work, he serves as the head youth wrestling coach for the DeWitt Public School System. OSAIC Institutions serves individuals, trusts, estates, charitable organizations, and corporate clients by providing customized advisory engagements, financial planning, ERISA plan services, and other investment solutions. The firm delivers services through a network of investment adviser representatives and third-party asset managers, offering both discretionary and non-discretionary portfolio management with a broad range of integrated financial products.

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.

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.

Taylor Massa is a financial advisor at Private Advisor Group, LLC with seven years of industry experience. He holds a Series 66 credential and has previously worked at firms including LPL Financial, Securian Financial Services, and Wealth Strategies Financial Group. 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 utilizes a fiduciary-based advisory model combining proprietary and third-party managed account solutions across various investment strategies.

Samuel Butler is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 15 years of industry experience, including roles at Private Advisor Group since 2015 and LPL Financial since 2014. Outside of his advisory work, he operates Butler Financial Group, which provides investment advisory and non-variable insurance services. 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 and utilizes a range of investment strategies implemented through both in-house management and third-party managers.

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.

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.