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.

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.

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.

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.

Christopher Branick is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He focuses on enhancing clients' financial literacy and partners with them to set and pursue both short and long-term financial goals through intentional investment decisions. He utilizes Fidelity's resources to help clients develop efficient and effective financial plans tailored to their priorities. Prior to joining Fidelity Investments, Christopher worked as a Financial Advisor at PNC Investments from 2018 to 2022. His earlier experience includes positions as an Investment Consultant at Scottrade from 2015 to 2018 and as a Financial Advisor at Merrill Lynch in 2013. The information provided does not include details about his education, credentials, personal interests, or community involvement.

Mayank Desai is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable and its predecessor entities since 2009, including AXA Equitable and AXA Distributors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party advisory models delivered by a network of Investment Adviser Representatives.

Richard Yoon is a financial advisor with LPL Enterprise and holds the Series 66 designation. He joined LPL Enterprise in 2026 and has prior experience with Rocket Mortgage, LLC, where he worked for 10 years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and other entities. The firm’s investment approach is model-driven, utilizing portfolios developed internally and by third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Steven Marlette is a CFP®-credentialed financial advisor with LPL Financial in Troy, Michigan, where he has worked since 2009. He has 21 years of industry experience and holds the Series 66 designation. Outside of his advisory role, Marlette is involved in a small-scale resale business and serves as treasurer for a multi-family vacation property entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Todd Marone is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with J.P. Morgan Securities LLC since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Carlyle Wimberly is a financial advisor at LPL Enterprise with eight years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and Primerica Financial Services. Outside of his advisory role, he is the owner of Wimcar Preferred Solutions, LLC, where he specializes in preparing clients for professional financial regulatory examinations. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Pietro Maniaci is a financial advisor with Merrill in Grosse Pointe Woods, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill and Bank of America since 2014. Outside of his advisory work, Maniaci is developing a handheld device designed to assist users with nasal mucus removal, for which he plans to establish an LLC and manage all related operations. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ryan Jones is the Vice President, Wealth Planner at Fidelity Investments. In this role, he works with high net worth clients on various wealth planning topics to align them with their long-term goals. He has been with Fidelity Investments since 2007, progressing through roles including Financial Representative, Relationship Manager, Financial Consultant, Vice President, Financial Consultant, and currently Vice President, Wealth Planner. This extensive experience at Fidelity Investments has provided him with a comprehensive understanding of financial consulting and wealth planning. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

Lisa Weller is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to her current role, she was affiliated with Emory University’s School of Business and held a position with the State of Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jonathan Quigley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at J.P. Morgan entities since 2015 and is involved in entrepreneurial ventures, including ownership of Prolific Industries, LLC, which sells books and t-shirts, and partial ownership of CQ Items, LLC, a housewares business operating on Amazon. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Scott Martin is a financial advisor at Edward Jones in Royal Oak, MI. He holds the Series 66 designation and began his advisory career at Edward Jones in 2026. Prior to this, he worked in various roles including with the American Forest Foundation and Menasha Packaging Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated services through a nationwide network of financial advisors and branch offices.

Kelly Green is a financial advisor with Morgan Stanley in Detroit, MI, holding a Series 66 designation and 13 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she is a partner in a strategy and marketing consultancy and serves on the investment committees for the Milbank Memorial Fund and the McGregor Fund, as well as on the finance committee of the Detroit Athletic Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

Lau Ryn Williams is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Williams has previously worked with The Prudential Insurance Company of America, Pruco Securities, LLC, and Waddell & Reed, Inc. Outside of advising, Williams serves as President of the Board for the Detroit chapter of the National Black MBA Association and is involved in developing decision-making software for family offices and start-ups. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm uses model-driven investment implementation through third-party managers and offers financial planning, consulting, and access to various asset management programs.

Stephen Neirinck is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2012, following two years at Edward Jones. In addition to his advisory work, he is involved in tax preparation through a related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by various advisor-facing tools and a broad financial services network.

Chene Wainwright is a financial advisor at Morgan Stanley in Troy, MI, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, Wainwright worked in various roles including at Encore Commercial Products and Paradise Park. Outside of advisory work, Wainwright operates a sole proprietorship in baking. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.