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®-designated financial advisor with J.P. Morgan Securities in Grosse Pointe, MI, bringing 25 years of industry experience. He has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Nathan Poplars is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked at Equitable Advisors and completed an internship at Michigan Financial Companies. Outside of his advisory roles, his work history includes various positions during and after his time at Michigan State University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment portfolios.

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 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 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.

Andrea Gibson is a financial advisor with Primerica Advisors, holding Series 63, 65, and 66 licenses and 10 years of industry experience. She has worked at Primerica since 2020 and previously spent 10 years at ITC Holdings. Outside of her advisory role, she owns and operates Gibson Financial Group LLC, an investment-related business formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services using model-based strategies managed by unaffiliated asset managers and supports clients with custody and trade execution through Pershing.

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.

Joe Cattaneo is a Planning Consultant at Fidelity Investments, where he has been working since 2026. Prior to his current role, he served as a Relationship Manager at Fidelity Investments from 2024 to 2026, and at Gregory J. Schwartz & Co. from 2017 to 2024. Joe approaches financial planning as a partnership, focusing on understanding what matters most to each client and maintaining open and collaborative communication. He works to co-create financial plans that are personal, clear, and built on trust. Outside of work, Joe enjoys boating, fitness, social events with friends, movies, and parenthood.

Eric Machus is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo in various capacities since 2015. Outside of his advisory role, he is involved in several family-owned businesses, including serving as vice president of Machus Enterprises, Inc., and holds ownership in aviation and investment-related entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services supported by proprietary research and tools, with optional implementation through brokerage or advisory programs.

Matt Tallman is a Financial Consultant at Fidelity Investments. He has over 10 years of experience in banking, investments, financial, and wealth planning. His role involves assisting clients and their families with retirement planning, investment strategy, and general investing to help pursue their financial goals. Before joining Fidelity Investments in 2021, Matt worked as a Financial Solutions Advisor at Bank of America Merrill from 2017 to 2021. Prior to that, he held positions as an Investment Consultant at Scottrade from 2015 to 2017 and as a Personal Banker - Small Business Specialist at JPMorgan Chase from 2013 to 2015. He was born and raised in Michigan. Outside of his professional work, Matt has personal interests that include board games, fitness, golf, outdoor adventures, pets, and traveling.

Bishnu Dhar is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked with Ameriprise and its affiliated entities since 2016. Dhar is based in Troy, MI. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Samuel Courtney is a financial advisor with Ameriprise in Clinton Township, MI, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Ameriprise in 2026, he worked for The Huntington Investment Company and The Huntington National Bank for a combined seven years. Outside of his advisory role, he engages in gig work as a DoorDash driver and is involved in house flipping activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with an emphasis on dependable income and tax-aware withdrawal strategies through its Premier Retirement Income service.