Alexander Martinez is a financial advisor with Raymond James & Associates who holds a Series 66 credential and has three years of industry experience. Prior to his current role, he worked at Sportradar and has spent time as a baseball coach, providing individual lessons to children. He is also involved with Michigan Ignite Baseball, offering coaching in the sport. 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 municipalities, and offers a range of financial planning and consulting services with a variety of portfolio management styles and affiliated research.

Damon Drew is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC., and Massachusetts Mutual Life Insurance Company. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Charles Gabel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at Axa Advisors. Outside of his advisory role, he serves on the board of The Ruby McCoy Foundation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm utilizes a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored investment solutions.

Michael Vaughn is a financial advisor with Stifel in Grosse Pointe, MI, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Eric Fox is a CFP® and ChFC® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2015. He is based in Gross Pointe, MI. Fox has ownership interests in real estate and a business called ERF LLC, where he dedicates part-time hours. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. Their approach includes detailed analysis and algorithm-supported recommendations focused on income sources, tax-efficient withdrawals, and Social Security strategies.

Victor Maraldo is a financial advisor with Morgan Stanley in Grosse Pointe Farms, MI, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including over a decade at Morgan Stanley Private Bank. Outside of his financial career, he has involvement with a family craft show business. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a broad investment platform that includes retail and institutional services.

William Avery Jr. is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS since 1996. Outside of his advisory role, he is a member of the Detroit Economic Club and volunteers with a youth baseball team, the Grosse Pointe Gryphons. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Zachary Woodman is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Prior to entering the financial industry, he was involved with the Institute for Humane Studies and held academic positions at Western Michigan University and the University of Michigan. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform that combines advisory programs with active sales of financial products.

Deborah Keagle is a financial advisor at LPL Enterprise with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she is employed as a bartender and waitress at American Legion Post 484 in Kalamazoo, MI. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Amanda Whitmore is a financial advisor with Primerica Advisors in Troy, MI, holding Series 65 and Series 63 credentials and eight years of industry experience. Her prior work includes roles at Shipt and NBS Commercial Interiors, alongside long-term positions with PFS Investments Inc. and Primerica Financial Services. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients through a large network of advisors. The firm employs model-delivery strategies developed by unaffiliated asset managers and offers advisory services primarily to non-institutional clients.

Christopher Denis is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. He has progressed through various roles at Fidelity, starting as a Financial Representative in 2023, then moving into positions as an Investment Consultant and Financial Consultant before assuming his current role. In his work, Christopher focuses on assisting individuals and families in identifying and striving to achieve their financial goals through an individualized planning process. His efforts are centered on helping clients accumulate and protect their wealth using sound investment strategies. Outside of his professional responsibilities, Christopher enjoys attending concerts, exploring culinary experiences, following football, participating in social events with friends, watching movies, and spending time with pets.

Erica Sheridan is a financial advisor at Edward Jones in Lexington, MI, holding a Series 66 designation with 19 years of industry experience. She has been with Edward Jones since 2004. Sheridan serves as a board member of the Sanilac County Community Foundation, a philanthropic organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Erik Burger is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2017 and has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets and utilizing structured planning tools such as Monte Carlo simulations to model financial outcomes.

Justin Hessler is a financial advisor at LPL Enterprise with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company for three years. Outside of his advisory career, he is involved with Papa Bee Farms, a venture he has operated since 2018. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and integrated financial product sales through its broker-dealer and affiliated insurance entities.

Kellie Champagne is a financial advisor with LPL Enterprise in Troy, MI, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as a decade at Ken-Rich Concrete Lifting. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to various investment and insurance products through its integrated advisory and brokerage platform.

Yan Yang is a Series 66-licensed financial advisor with LPL Enterprise, holding one year of industry experience. Prior to joining LPL Enterprise, Yan worked at R2O Insights and has a background spanning reinsurance with Hannover Reinsurance and Munich Reinsurance, as well as a long tenure at Blue Cross Blue Shield of Michigan. Yan also serves as a paid instructor at Michigan State University. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, and third-party asset management, integrating adviser programs with a broad selection of financial products such as insurance.

Cory Essenburg is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2013. He holds Series 63 and Series 65 licenses and is based in Grosse Pointe, MI. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 and investment management capabilities.

Riley Stesiak is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at United Wholesale Mortgage, Monarch Textile Rental Services, and the Lukas Cohen Retirement Planning Group at Morgan Stanley. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

Peter Cain is a financial advisor at OSAIC with 42 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining OSAIC in 2024, Cain spent 18 years at Woodbury Financial. He is also involved as a partner and executive vice president at Great Lakes Financial Advisors Group, where he works on financial issues and supports company representatives. OSAIC serves a diverse range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various investment platforms and tools to construct portfolios tailored to client needs.

Thomas Boogren is a financial advisor at Raymond James Financial with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Raymond James, he worked at Commonwealth Financial Network and Hinkson Wealth Management, and has also managed a landscaping business. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary advisory services supported by analytical tools and a broad network of advisors.