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. He previously worked at Cambridge Investment Research Advisors 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 an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with discretionary and non-discretionary management supported by research and model portfolios.

Matthew Smith is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 22 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He volunteers with the Finseca Foundation, supporting their research and educational initiatives. 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 wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

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.

Eric Machus is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2015. Outside of his advisory role, he serves as vice president of Machus Enterprises, Inc., assisting with administrative tasks related to family-owned property, and owns Machai Aviation, which holds an airplane. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, risk, and wealth-transfer planning. Advisors use Wells Fargo research and tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Brian Brady is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He also serves as a trustee or co-trustee in a trust based in Rochester Hills, Michigan. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery and firm-approved tools.

Ryan Warezak is a financial advisor at Morgan Stanley with a Series 66 credential and less than one year of industry experience. Prior to joining Morgan Stanley, he held roles at Kalamazoo College and worked within collegiate athletic departments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Scott Saylor is a CFP® with 17 years of industry experience, currently with OSAIC since 2022. He previously worked at Sigma Planning Corporation and Sigma Financial Corporation for over a decade each. In addition to his advisory role, he manages Saylor Tax Service, a tax preparation business serving both personal and business clients. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and employs firm-provided tools and third-party platforms to construct and manage diversified portfolios.

Andrew Tabaczuk is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 11 years. Outside of his advisory role, he is involved in independent insurance brokering with Guardian. Ameriprise is an institutional firm that offers retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Gregory Lambrecht is a financial advisor with Primerica Advisors in Troy, MI, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Primerica Advisors since 2016 and concurrently at EY, LLP since 2018. His other business activities include operating G Lambrecht & Associates, LLC and G Lambrecht Consulting, LLC, both focused on Primerica-related business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets. The firm relies on model-delivery strategies from unaffiliated asset managers and offers a range of investment models including those incorporating cryptocurrency.

Robert Martinez is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jon Vigi is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Zachary Paul is a financial advisor at Morgan Stanley in Troy, MI, holding Series 63 and Series 66 designations with eight years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA, and has experience with Allegis Group, Aerotek, and Ford Motor Credit Company. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs that include tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a planning process that uses firm-approved tools and modeling techniques to support client goals.

De Andre Bell is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Infinex Investments, Flagstar Bank, and Citizens Securities. Outside of his advisory work, he owns a lawn maintenance business and performs as a percussion musician at Macedonia Baptist Church. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary advisory services with access to discretionary separately managed accounts and alternative investments within a highly integrated operational structure.

Daniel Byrd II is a financial advisor with Merrill in Wyandotte, MI, holding Series 63 and Series 66 designations and possessing 20 years of industry experience. He has worked at Merrill since 2018, following prior roles at Ameriprise Financial Services and National Planning Corporation. Byrd serves as a successor trustee for a discretionary trust based in Howell, Michigan. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, including pension plans and charitable organizations.

Richard Yoon is affiliated with LPL Enterprise and holds the Series 66 designation. He has industry experience beginning in 2026 and previously worked for Rocket Mortgage, LLC for ten years. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset managers, combining adviser programs with sales of financial products and an integrated lending program.

Elizabeth Ashley is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 license and previously worked at Securities America Advisors and Securities America, Inc. Ashley also engages in life insurance sales, assisting clients with policy applications and carrier submissions. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services that include financial planning, managed accounts, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes and supports both discretionary and non-discretionary management options.

Steven Marlette is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. His background is centered at LPL Financial, where he has worked for 17 years. Outside of advisory work, he is involved in entrepreneurial activities including reselling goods online. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Carlyle Wimberly is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Primerica Financial Services. Outside of his advisory work, he owns Wimcar Preferred Solutions, LLC, which specializes in preparing clients for professional qualifying examinations administered by regulatory bodies such as FINRA and NASAA. 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 and third-party asset management, and a platform integrating adviser programs with other financial products, including insurance.