Matthew Helms is a financial advisor at Equitable Advisors with 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he is the owner of Berkshire Group LLC. Equitable Advisors serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as pension plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Paul Geyman is a Series 66 licensed advisor with 16 years of industry experience, currently affiliated with LPL Enterprise since 2024. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, and Mass Mutual Investors Services. He also engages in non-variable insurance activities through Prudential-sponsored products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment strategies and offers access to third-party asset managers, while also facilitating insurance product sales through affiliated entities.

Thomas Gray is a financial advisor with Ameriprise in Sterling Heights, MI, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior work includes long tenures at Merrill and Bank of America before joining Ameriprise in 2017. Outside of advising, he owns Weekend Warrior LLC, which organizes endurance, health, and fitness events. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations. The firm serves individuals with significant investable assets and delivers advisory, brokerage, and insurance solutions through its large institutional platform.

Pedro Rivas is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Schwab in 2025, he worked at Wells Fargo Clearing Services and Wells Fargo Bank NA from 2011 to 2024. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts. Schwab’s scale and integrated structure support a broad client base with centralized supervisory, custody, and order-routing services.

Aileen Muri is a financial advisor with Morgan Stanley in Troy, Michigan, holding the Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Morgan Stanley since 2011. Outside of her advisory role, she is the owner of LiACO LLC, a property management business based in Troy. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations, as part of its investment approach.

Gary Wood is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, he spent over a decade with Avantax firms and has operated Wood and Associates Tax and Wealth Management, LLC since 1990, providing accounting and tax preparation services. He is also a managing member of Rochester Advisory Group, LLC. Cetera Investment Advisers LLC is an SEC-registered advisor offering a multi-manager platform to a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides diverse portfolio management and financial planning services through a nationwide network of independent advisors.

Jessica Powell is a Series 66-licensed financial advisor with six years of industry experience. She is currently with LPL Financial and also operates AQuest Tax Solutions, providing tax preparation and accounting services. Her prior experience includes roles at Cetera Advisor Networks and Stonebridge Financial Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Katherine Rhodes is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm uses structured discovery processes and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Karen Beaver Hitz is a CFP® professional with 13 years of experience at Edward Jones, where she has been advising clients since 2013. She holds a Series 66 license and is based in Bruce Township, Michigan. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, while operating under a fiduciary standard.

Joseph Moceri is a financial advisor with Stifel in Rochester, MI, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Bank of America. Outside of his advisory role, he has served as Past Commodore and an ex-official member of the Board of Directors of the North Star Sail Club. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Ian Mcculloch is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Ricardo Armijo is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Raymond James & Associates since 2019 and previously spent 10 years at UBS Financial Services Inc. Outside of his advisory role, Armijo is the owner of BRN Development, a business unrelated to investment activities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering a range of financial planning, investment consulting, and municipal advisory services.

Thomas Geving is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Comerica Securities from 2004 to 2012. Outside of his advisory role, he is associated with BEST INNOVATION CONSULTANTS, a separate business activity. 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 a wide range of investment strategies and operational tools.

Jaclyn Borrow is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Pruco Securities LLC, LPL Financial, and INVEST Financial Corp. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s approach is model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, while also providing affiliated insurance and trust services.

Michael Thompson is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Mass Mutual, State Farm Insurance, and Citizens Securities. Outside of his advisory work, he serves on the board of a nonprofit organization, Detroit Recovery Project, and is involved in educational workshops with Operation HOPE. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and various insurance and trust services.

Allan Brunmeier is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he is president of The Advisor's Resource Group, Inc., where he acts as an insurance agent and assists clients with estate planning and related services. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its large scale, complex affiliate network, and recent consolidation activity.

Thomas Greer is a financial advisor with Cetera in Troy, MI, holding a Series 66 credential and possessing 20 years of industry experience. His prior experience includes a decade at Ameriprise Financial Services and more recent roles at Victory Wealth Group and Greer Financial Group LLC. Outside of his advisory work, he serves as an elder at Heritage Church of Macomb and assists with direct sales for a kitchen products business. Cetera Investment Advisers LLC is a nationwide firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management, financial planning, and consulting services. The firm supports discretionary and non-discretionary management options with access to both affiliated and third-party managers across various program structures.

Matthew Holmes is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Citizens Securities, Inc. Outside of his advisory role, he works as a retail sales associate in golf at Dick's Sporting Goods. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Clayton Sebastian is a financial advisor at Equitable Advisors with Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Jackson National Life Insurance Company and United Wholesale Mortgage. Outside of finance, he has experience working with Camp Ticonderoga. Equitable Advisors serves individual clients across a range of net worth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm’s approach involves assessing client information and risk tolerance to match them with suitable advisory models, often implemented through third-party asset managers and LPL-sponsored programs.

Brendan Cairney is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and one year of industry experience. His background includes internships and academic roles at the University of Illinois Springfield as well as various positions in education and self-employment prior to entering the financial advisory field. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs, including third-party managers and proprietary strategies, focusing on client-specific risk tolerance and matching clients to appropriate investment solutions.