David Dimusto is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at AXA Advisors, LLC for 10 years. Equitable Advisors serves individual clients—including non‑high-net-worth and high-net-worth individuals—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Michelle Thelen is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Craig Kohler is a financial advisor with Wells Fargo Advisors in St. Clair Shores, MI, holding Series 63 and Series 66 registrations and 32 years of industry experience. He has worked within Wells Fargo firms since 2009. Kohler operates a sole proprietorship focusing on financial advisory services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Brendan Hanley is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Equitable Advisors since 2013, including the period when the firm operated as Axa Advisors. Outside of his advisory role, he is approved to conduct insurance activities with companies outside of the Equitable network and serves as a trustee for his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match them with suitable program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.

Jake Bradsher is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Oxus America, Quicken Loans, JT Landscape, and held roles at Northwood University and Macomb Community College. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs, utilizing a combination of firm-offered solutions, third-party asset managers, and LPL-sponsored advisory programs.

Deborah Renshaw is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 license and 14 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2019, and Mass Mutual Investors Services from 2012 to 2016. Outside of her advisory role, she is involved as a production assistant editing videos for Oakland County Cable Communications and performs part-time bookkeeping for Motas, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by proprietary research and operational tools.

Joe Bloxsom is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including Quicken Loans/Rocket Mortgage and several mortgage companies. Outside of advisory work, he was involved with Safe Harbor Jefferson Beach Marina in 2023. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

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.

Brooke Crane Acre is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services Inc and Sii Investments. Brooke is the owner of several entities, including Wealth Reimagined Group and MyLTC123, which focus on financial planning and long-term care assistance. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diverse portfolios on both discretionary and non-discretionary bases.

Michael Clark is a Financial Consultant at Fidelity Investments. He began his career with the company in 2015 and has held several roles, including Customer Relationship Advocate, High Net Worth Service Associate, Relationship Manager, and Planning Consultant. He assumed his current position in 2023. With over a decade of experience in the financial industry, Michael focuses on building client relationships founded on trust and understanding. He emphasizes collaboration to develop and implement financial plans tailored to each client's goals and definition of success.

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.

Will Smith is an Investment Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on empowering clients with the knowledge and tools necessary to pursue their financial goals. He is committed to expanding access to financial guidance and supports his clients through thoughtful, values-aligned planning. Prior to joining Fidelity Investments, Will worked as a Securities Trader at Plante Moran from 2021 to 2023. Before that, he was a Securities Operations Associate at FIS from 2020 to 2021. This experience has provided him with a solid foundation in securities trading and operations. Outside of his professional work, Will has personal interests in fitness, music, and reading.