Natalie Fisk is a financial advisor with Empower Advisory Group and Empower Financial Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her previous roles include 15 years at Harris Investor Services, Inc. Outside of finance, she has worked as a hair and makeup artist under the name Lotus Flower since 1986. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

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.

Todd Howard is a financial advisor with TIAA-CREF in East Lansing, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He worked at Hantz Financial Services, Inc. for 11 years before joining TIAA-CREF in 2017. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through model portfolios and customized solutions, operating under a fiduciary standard within a vertically integrated structure.

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.

Adam Tyler is a financial advisor with Fifth Third Securities, Inc. in Dewitt, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Fifth Third Securities and its affiliated entities since 2010. Outside of his advisory role, he owns and manages two rental properties in Sarasota, FL. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, and institutional clients through its Passageway Managed Account Program. The firm provides access to multiple discretionary managed-account options and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves within a platform that includes features such as direct indexing and tax-overlay services.

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.

Matthew Nordmann is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. His prior roles include positions at OSAIC, Securities America Advisors, and Invest Financial Corp. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, utilizing customized portfolios with a primarily long-term investment approach.

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.

John Sirrine is a financial advisor with Private Advisor Group, LLC who holds the Series 63 and Series 66 designations and has 32 years of industry experience. He has worked at LPL Financial, LLC since 2004 and has operated his own firm, John M. Sirrine & Associates Inc., since 1991. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and managed account solutions. The firm’s advisory model is fiduciary-based and incorporates a range of investment strategies and third-party managers.

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 65 and Series 63 licenses. He began his advisory career in 2026 and has prior experience at Exelon Corporation and several other organizations. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, tax and compliance support, and employee benefit retirement plan services. The firm employs a long-term investment approach utilizing both active and passive strategies, third-party managers, and private funds, and offers customized portfolios based on clients’ risk tolerance and tax circumstances.

Brett Leonard is a financial advisor with TIAA-CREF, holding a Series 65 designation and one year of industry experience. He has previously worked at Northern Trust and has been associated with TIAA since 2018. 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 distinguishes between one-time planning services and ongoing discretionary management, utilizing model portfolios or customized portfolios managed under client-approved investment policies.

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, and spent four years at Calvin University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of services including portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model using various strategies and technology platforms, offering both discretionary and non-discretionary management solutions.

Katie Moss is a financial advisor at NewEdge Advisors with 21 years of industry experience. She holds the CFP® designation and has previously worked at Cetera Wealth Services, LPL Financial, and other firms. Outside of her advisory roles, she serves as a board member for Hospice of Lansing, a nonprofit hospice care organization. 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 suite of services including portfolio management, financial planning, and retirement consulting through a network of independent advisors.

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, LLC, Buckingham Strategic Wealth, LLC, and Siena Accounting CPA, PLLC. Hicks also serves as an adjunct professor in the Business Department at Lansing Community College. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans. The firm offers investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services, utilizing a long-term investment approach with customized portfolios that incorporate both active and passive strategies.

Bradford Newitt is a financial advisor with TIAA-CREF in East Lansing, MI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining TIAA-CREF in 2017, he worked for Hantz Financial Services, Inc. for 14 years. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated structure.

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.

Jay O'Brien is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2015. He has been affiliated with LPL Financial, LLC since 2004. Outside of his advisory work, he owns Money Rules, an internet educational and marketing company that provides financial educational materials, including a financial blog. 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 employs a fiduciary-based advisory model and utilizes various investment strategies through proprietary platforms and third-party managers.

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.