Nicholas Fabiano is a financial advisor with LPL Enterprise, holding a Series 66 license and beginning his advisory career in 2025. His prior work includes roles at Seamless AI, Rehmann, and Fabiano Brothers Inc., as well as positions in education at Indiana University and local schools. 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 primarily employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Annmarie Mikolajczak is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 41 years of industry experience. She has been with LPL Financial and its predecessor entities since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by technology tools for advisors.

Austin Liedel is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior work includes roles at Michigan State University and Herbert Financial Group. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers additional services such as financial planning, access to third-party asset managers, and affiliated trust and insurance products.

Laurence Golden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee managing investment-related matters for his mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Timothy Lenhard is a Series 63-credentialed financial advisor with LPL Financial, where he has worked since 1997, bringing 34 years of industry experience. He is based in Grosse Pointe Woods, MI. Outside of his advisory role, he is involved in a family investment entity that owns a hospitality business and works as a sales representative for Zapp Charging. 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 a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology-enhanced operational tools.

Gregory Gilbert is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Renata Ramos is a financial advisor at LPL Enterprise in Troy, MI, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. She also has experience with the University of Michigan School of Social Work and served at the First Presbyterian Church of Birmingham. 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 utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Panagiotis Gargasoulas is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads the Pollard Gargasoulas Group, advising business owners and families to deliver customized investment portfolios and wealth management strategies. His role involves connecting clients to suitable people, plans, and processes tailored to their unique ambitions. He has experience as a financial advisor at Merrill Lynch since June 2021 and previously served as a Senior Portfolio Manager at Fifth Third Wealth Management Group from March 2007 to June 2021. His areas of expertise include family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Panagiotis holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Michigan State University. In his community, Panagiotis serves as Treasurer for the Grosse Pointe Artists Association and participates in the Grosse Pointe Farms / City Little League Baseball. His personal interests include baseball, basketball, boating, football, horseback riding, soccer, and spending time with his family.

Wayne Phillips is a financial advisor with Ameriprise in Detroit, MI, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Phillips serves on several nonprofit boards, including the MCOD Scholarship Foundation and the Omega Historic Preservation Foundation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Graham is a CFP®-designated financial advisor with J.P. Morgan Securities in Detroit, MI, bringing 15 years of industry experience. His prior roles include positions at Merrill and Fifth Third Securities. Outside of his advisory work, he is involved in a real estate rental business through Prolific Life Properties LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its due diligence, integrating an ESG eligibility framework where applicable.

Brianna Bowman is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of experience in the industry. Prior to her current role, she has worked in various positions primarily within the hospitality sector. Outside of finance, she has been involved with several restaurant and service businesses. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, 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 offers financial planning, third-party asset management access, and insurance product facilitation.

Chris Demasse is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association from 2009 to 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Naomi Stiekes is a financial advisor at Primerica Advisors with over 43 years of industry experience. She has been with Primerica Advisors since 1982 and holds Series 63 and Series 65 designations. Outside of advisory services, she is involved in sales of investment-related products and participates in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its advisory services.

Joel Atallah is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His work history includes roles at Fidelity Investments, Equitable Advisors, and several other firms spanning legal, academic, and counseling sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration with the CFTC as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of AI and algorithmic methods in its investment process.

Jack Jerzewski is a financial advisor at LPL Enterprise with five years of industry experience. He has held positions at NYLife Securities LLC and New York Life, among others. Jerzewski serves as President of the National Association of Insurance and Financial Advisors, a nonprofit board role. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers a broad range of financial planning and insurance products through affiliated entities.

Jean Charles Wilhelm is a financial advisor at Morgan Stanley in Troy, MI, holding the CFP® designation and Series 66 license, with seven years of industry experience. His prior experience includes four years at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Joseph Fisher is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, following a tenure at Morgan Stanley Smith Barney LLC beginning in 2010. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market outlook models.

Mikhail Youdin is a CFP® professional with 11 years of industry experience, currently serving at Edward Jones in St Clair Shores, MI since 2014. He also works as an adjunct professor at the University of Detroit Mercy, teaching Economics courses both in-person and online. Edward Jones is a full-service wealth management firm that serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,000 financial advisors.

Kaelynn Veneri is a financial advisor at Morgan Stanley in Troy, MI, holding a Series 66 designation. She has one year of experience in the industry, with prior roles at several firms including Framework E and Skillman Group PLC. Veneri has also worked as a real estate agent for over a decade. 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 with an emphasis on structured financial planning supported by proprietary tools and models.

Dean Weaver is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, Weaver is involved in several business ventures including ownership and management roles in real estate and a consumer products business. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, notable for its specialized Premier Retirement Income service that provides tailored retirement planning advice and utilizes proprietary research and tools.