Jonathan Stano is a CFP® professional with 14 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at FinTrust Brokerage Services, LLC. Outside of his advisory role, Stano is an agent for several non-variable insurance companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Joseph Danley is a financial advisor with Raymond James & Associates in Grosse Pointe Farms, MI, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2018. Outside of his advisory role, he serves with the Grosse Pointe Farms Police Reserve Unit. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser force.

Shari Warezak is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Shelby Budzeak is a Series 66-registered advisor with Raymond James & Associates in Grosse Pointe Farms, MI, with two years of industry experience. Prior to joining Raymond James, Shelby held roles at Thrivent Financial and Thrivent Investment Management Inc., as well as experience outside finance in healthcare and education sectors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutional investors, and municipal entities. The firm offers financial planning and investment consulting services with a variety of portfolio management styles and affiliated research.

Leonard Zito is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 39 years of industry experience. He has been with Cetera Advisors LLC since 2013 and with Cetera since 2024. Outside of his advisory role, he is a 33% owner of MSZ Enterprises, LLC, a business involved in leasing office buildings. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various program options, discretionary and non-discretionary portfolio management, and access to third-party money managers.

Paul Tackett is a financial advisor with Equitable Advisors, holding the Series 66 designation and beginning his industry experience in 2026. His background includes work outside finance in sectors such as golf resort management and automotive manufacturing, as well as roles during his education at the University of Michigan and community involvement through university telefund activities. Equitable Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm emphasizes matching clients to investment models or discretionary managers and leverages third-party asset managers and LPL-sponsored advisory programs.

Philip Piesko is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios from LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, insurance products, and affiliated trust and lending services.

David Smolarek is a CFP® professional with 39 years of experience in financial advising. He has worked at LPL Financial since 2009 and previously was with Center for Wealth Planning Advisors, Inc. from 2015 to 2017. Smolarek has also engaged in marketing term insurance through Insource Inc. and selling fixed annuities and term insurance policies with Producers Choice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Paul Youngblood is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in institutional investment consulting, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Paul holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Detroit Mercy.

Brooks Black is a ChFC® credentialed financial advisor with 26 years of industry experience. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metropolitan Life Insurance Co. His outside activities include managing a real estate rental business. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Paul Skomial is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He previously worked at Cantella & Co., Inc. for over 20 years before joining Cambridge in 2022. In addition to his advisory role, he is an independent insurance agent affiliated with various agencies. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charities, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm delivers these services through a network of independent professionals using a variety of platform arrangements and investment strategies, including proprietary models under the Founders Gate Capital brand and third-party managers.

Peter Molesa is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He previously worked at Woodbury Financial Services INC and SII Investments. Outside of his advisory role, he operates a business selling bonsai and related products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple advisory platforms to accommodate diverse client needs.

Patrick Lane is a Series 66-credentialed advisor with Equitable Advisors, bringing five years of industry experience. His background includes roles at KPMG LLP and Stout Risius Ross, LLC, as well as academic positions at Michigan State University’s Broad College of Business. He serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individual and institutional clients, employing a range of third-party and proprietary advisory programs tailored to client risk profiles and objectives.

David Mitter Sr. is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, and MetLife Securities Inc. He is also involved in property and casualty insurance through his activities with St. Mitter Financial Services Inc. and NuStar Insurance Agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Nicholas Litton is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously held roles at AXA Advisors, Gale A Cengage Company, J. Crew, and Michigan State University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm offers a range of advisory models implemented by third-party managers and does not sponsor its own wrap fee program, relying instead on affiliated and third-party solutions.

Connor Carbary is a financial advisor at Equitable Advisors in Troy, MI, with eight years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2018, including two years when the firm operated as Axa Advisors. Outside of his advisory work, he manages Extravagante Valet, a valet service he has been involved with since 2015. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of representatives and third-party managers, providing a variety of investment options and ERISA fiduciary services for qualified plans.

Thomas Cooper is a CFP® with 38 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor in Troy, MI. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Erica Thomas is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, NA since 2010. Based in Chicago, IL, her career has been focused within the J.P. Morgan organization. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services through a non-discretionary program supported by an in-house manager solutions team and centralized due-diligence.

Valentina Johnson is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023, following roles at D.A. Davidson Co., Rocket Companies, Family First Life, and the City of Detroit. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of accounts and wealth levels. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joseph Sabelhaus is a financial advisor with LPL Financial in Troy, MI, holding the CFP® designation and Series 63 and 65 licenses. He has 24 years of industry experience, including 22 years with LPL Financial. Outside of advising, he has worked as an attorney drafting wills, powers of attorney, and trusts, and serves as a backup helicopter pilot for traffic reporting in the Detroit area. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by advisor-facing technology and extensive financial service capabilities.