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 Detroit, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS Financial Services since 1996. Outside of his advisory role, he is a member of the Detroit Economic Club and volunteers with the Grosse Pointe Gryphons youth baseball team. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering investment advisory, brokerage, custody, underwriting, and capital markets solutions.

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, Pruco Securities LLC, and the Institute for Humane Studies. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal and third-party research teams, and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program.

Deborah Keagle is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, she is employed as a bartender and waitress at American Legion Post 484 in Kalamazoo, MI. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm’s approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and various insurance and lending services.

Amanda Whitmore is a financial advisor at Primerica Advisors with nine years of industry experience. She holds Series 65 and Series 63 licenses. Her work history includes roles at Shipt, PFS Investments Inc., Primerica Financial Services, and NBS Commercial Interiors. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

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 Series 63 and Series 65 licenses and two years of industry experience. Prior to joining LPL Enterprise in 2026, he worked for NYLIFE Securities LLC and New York Life Insurance Company from 2023 to 2026. Outside of his advisory career, he has been involved with Papa Bee Farms since 2018. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of services including financial planning, access to third-party asset managers, and participation in a wrap program.

Kellie Champagne is a financial advisor with LPL Enterprise, holding the 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 provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Yan Yang is a Series 66-licensed financial advisor with LPL Enterprise in Troy, MI, and has one year of industry experience. Prior to joining LPL Enterprise in 2025, Yan worked at R2O Insights and held roles at Hannover Reinsurance, Munich Reinsurance, and Blue Cross Blue Shield of Michigan. Yan also teaches at Michigan State University. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven and emphasizes access to third-party asset managers and model portfolios.

Cory Essenburg is a CFP®-certified financial advisor with 25 years of industry experience. He has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Riley Stesiak is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 credential and four years of industry experience. His prior roles include positions at United Wholesale Mortgage, Monarch Textile Rental Services, and Morgan Stanley’s Lukas Cohen Retirement Planning Group. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm’s approach involves assessing client risk tolerance and matching them to various program models and discretionary managers, utilizing both proprietary and third-party investment solutions.

Peter Cain is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63, 65, and 66 credentials and previously worked at Woodbury Financial for 18 years. Outside of his advisory role, he serves as a partner and executive vice president at Great Lakes Financial Advisors Group. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with a model-based investment approach that includes discretionary strategies, third-party managers, and portfolio optimization tools.

Thomas Boogren is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to his current role, he worked at Commonwealth Financial Network and Hinkson Wealth Management, where he provided investment advisory services. Outside of finance, he managed a landscaping business and has experience working in a collegiate environment. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm uses analytic tools and risk profiling to deliver tailored, non-discretionary advisory services and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Lisa Hachigian is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing Services since 2017, joining Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses Wells Fargo research and tools to develop tailored recommendations.

Kyle Hecht is a financial advisor with Charles Schwab in Grosse Pointe, MI, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Michigan Educational Credit Union, LPL Financial, TD Ameritrade, and E*TRADE. Outside of advisory work, Hecht and his wife are involved in passive real estate investments and serve on their homeowners association board. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by Schwab’s research and alternative investment due diligence.

Arthur Mojares is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. Prior to joining LPL Financial, he worked at Cambridge Investment Research Advisors, Inc. and SPC, among other firms. He serves as a board member of the Philippine Chamber of Commerce and is involved in independent insurance through Mojares Capital Management LLC and Mojares Insurance Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diversified investment and retirement solutions, with advice delivered primarily by investment adviser representatives using a combination of proprietary and third-party investment models.

Matthew Smith is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Financial Advisors, LLC. Outside of his advisory work, he volunteers with the Finseca Foundation, assisting in promoting research and education efforts. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm typically implements investment strategies using model portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset manager access, and participation in wrap programs.

Chad Blackstone is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Cetera Advisors LLC and Rocket Mortgage/Quicken Loans. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.