Zachary Lavene is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has prior experience at The Prudential Insurance Company of America, Pruco Securities LLC, and NML Orthopedics. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and non-securities products through affiliated entities.

Tara Huntzicker is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill for 21 years before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and affiliated banking programs.

Anthony Treboldi is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 designation and having 22 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2012, following five years at Chase Investment Services Corp. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools, with broad retail and institutional investment options.

John Rodriguez II is a financial advisor with Ameriprise in Warren, MI, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Ameriprise, he worked at The Huntington Investment Company, Huntington National Bank, and Citizens Bank in various advisory roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary investment research and third-party data to deliver personalized recommendations.

Kristie Gheysens is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Planning Alternatives Ltd and Mass Mutual Investors Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools to offer discretionary and non-discretionary investment management, emphasizing diversified model portfolios and long-term strategies.

Charles Ducharme II is a financial advisor with Ameriprise in Grosse Pointe Woods, MI, holding Series 63 and Series 65 designations and having 17 years of industry experience. He worked at Oppenheimer & Co Inc for 14 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service that supports its financial advisors.

Kevin Zezula is a financial advisor with Ameriprise who holds a Series 66 designation and has 15 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2015 to 2021. He serves on the board of The Rainbow Connection and is involved in a sports trading card hobby with his son. Ameriprise provides a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team.

Mark Wojtas is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he spent nine years at Wells Fargo Clearing and one year at Wells Fargo Advisors LLC. He has ownership interests in investment-related businesses, including MTW Initiatives, Inc. and Kercheval Financial Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a range of investment and fee-based financial planning services, leveraging research, planning tools, and a broad menu of specialized planning options.

Burton Carlson III is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 designation and bringing 19 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.

George Nihem is a financial advisor with Wells Fargo Advisors in St. Clair Shores, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Nihem also operates a sole proprietorship related to financial advising. 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 areas and tailored recommendations supported by firm research and tools.

Elizabeth Hewitt is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Alight Financial Solutions, J.P. Morgan Securities, and Lake Trust Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s capabilities include discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, supported by oversight controls and the use of AI-driven research methodologies.

Alyssa Rajakariar is a financial advisor at Morgan Stanley in Troy, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she worked in various roles including positions at Macomb County Probate Court and Ottawa County Juvenile Court. Morgan Stanley Wealth Management provides a range of advisory services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through diverse investment and planning programs.

Blake Ellis is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Ellis serves as a board member of the Detroit Athletic Club, where he participates in meetings related to charitable giving and investment account oversight. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, using proprietary research and planning tools to create tailored recommendations. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Kevin Butler is a financial advisor with UBS Financial Services in Detroit, MI, holding a Series 66 license and 21 years of industry experience. He has worked at UBS since 2021 and previously at Bank of America and Merrill Lynch. Outside of his advisory role, Butler serves as a director for the nonprofit Grosse Pointe Theatre, where he assists with governance and organizational leadership. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through a broad platform that includes proprietary research and capital markets services.

Tyler Urman is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 registrations and having 13 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is the owner of Northern Wealth Management, a business entity focused on tax and investment purposes. 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 entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Mackenzie Mertz is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. She is also involved in coaching volleyball, serving as lead trainer and tournament director for The Victors Volleyball Club LLC and as an assistant volleyball coach at the University of Michigan - Dearborn. Outside of advising, she works at Fern Hill Golf Club in a customer service role. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with options spanning automated allocations to customized strategies.

Michael Wharton is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. He also presents seminars as an instructor for LifeSpan, an employee education organization based in Detroit. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Michael Gulawsky is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held roles at MPM Companies LP and United Parcel Service among others. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored 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 access to third-party asset managers as well as non-securities products and affiliated insurance services.

Robert Declercq is a CFP® and holds a Series 66 designation with 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. for nine years before joining Stifel in 2025. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Jacob Ritchie is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and also operates a tax preparation and accounting business. Prior to joining LPL Financial, he has experience at US Tax and has worked in various roles since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting advisory services through a broad network of investment adviser representatives.