Phillip Brancato is a financial advisor with Wells Fargo Advisors in St. Clair Shores, MI, holding the CFP® designation and Series 63 and 65 licenses, with 30 years of industry experience. He has been with Wells Fargo Advisors since 2023 and previously worked at Wells Fargo Clearing from 2016 to 2023. In addition to his advisory role, he operates a sole proprietorship related to financial advising. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis. The firm uses proprietary research and planning tools to deliver tailored recommendations, with optional implementation through various brokerage and advisory programs.

John Cooper is a financial advisor with Primerica Advisors, holding Series 63 and 65 licenses and bringing 17 years of industry experience. He has been with Primerica Financial Services and PFS Investments Inc. since 2013. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies supported by third-party asset managers and custodians.

Philip Maniaci is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked for 26 years. Based in Clinton Township, MI, he has maintained a consistent career at the firm since 2000. Outside of his advisory work, he owns a small business crafting and selling handmade cutting boards. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, advisory programs, and institutional consulting while utilizing a range of portfolio management styles and affiliated research.

Mark Frye is a financial advisor at Edward Jones in Rochester, MI, holding a CFP® designation along with Series 63 and Series 65 licenses. He has 12 years of industry experience, including roles at Spire Investment Partners, Waddell & Reed Inc, and various insurance carriers. Frye has been with Edward Jones since 2019. 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 and manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Thaddeus Vannice II is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves as Vice Chairman on the Board of Directors for Elder Law of Michigan and is involved in independent insurance brokering. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research and modeling techniques to deliver non-discretionary recommendations tailored to clients’ financial situations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christopher Austin is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with additional experience at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Mark Wise is a CFP® certificant with 13 years of industry experience, currently with OSAIC since 2024. He previously worked at Woodbury Financial Services Inc. for seven years and SII Investments for four years. Beyond his advisory role, Wise teaches an investments course in the CFP Program at Oakland University and serves as vice president of the Advanced Planning Educational Group, which provides foundational financial planning courses. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering both brokerage and advisory services across various programs, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by risk-tolerance tools and discretionary management options.

Joseph Saverino is a financial advisor with Raymond James & Associates in Clinton Township, MI, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Raymond James since 2005 and is also a partner and owner of Pilot Financial Group LLC, a business formed in collaboration with fellow advisor Ralph Koss. Saverino has a background that includes working at Clear Channel since 2003. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

K. Jones is a financial advisor with UBS Financial Services in Rochester Hills, MI, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He has been with UBS since 2013. Jones serves as treasurer for the Golf Cottage I Association condominium association in Lewiston, MI. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Jennifer Griffin is a CFP®-credentialed financial advisor with 22 years of industry experience. She is associated with Cetera and has held roles at Cetera since 2006 as well as ownership of Griffin Wealth Management & Tax, LLC since 2012. Additionally, she serves as a Senior Tax Manager at Marcum LLP, where she performs tax planning and preparation remotely. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services, with access to various investment strategies through affiliated and third-party managers.

Bradley Fischer is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with LPL Financial and its predecessor since 1997 and is also associated with Trygreen Chemlann, where he has been active since 1989. Fischer serves as a trustee for a revocable trust and sells non-variable insurance products through Aflac. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and employs both proprietary and third-party investment strategies.

Carrie Syrett is a financial advisor at LPL Enterprise with three years of industry experience. She holds the Series 66 designation and previously worked at Thrivent Financial and Citizens Bank. Outside of her financial advisory work, she is the organizer of Motor City Frenchies LLC, a French Bulldog adoption, grooming, and rescue business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and non-securities products through affiliated entities.

Gurdeesh Singh is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities through affiliated entities.

Meredith Atrasz is a Financial Consultant at Fidelity Investments, a position she has held since 2017. Her professional background includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as Client Service Specialist at TD Ameritrade. Her approach focuses on helping clients improve their financial situation by aligning their plans with their goals and personal preferences. Meredith emphasizes collaboration that involves candor, openness to new ideas, accountability, and action. She aims to build life-long relationships with clients and their families to educate and empower them to make informed financial decisions. Outside of her professional work, Meredith has interests in cooking and baking, music, parenthood, puzzles, traveling, and yoga.

Steven Enders is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Cetera, Summit Financial Group, and J P Turner & Company Capital Management. He is involved with Michigan Financial Companies as a registered financial consultant, focusing on fixed annuities, securities sales, and investment advisory. OSAIC Wealth serves a broad range of clients, including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through multiple programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires, efficient frontier analysis, and rebalancing.

Zachary Conforti is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 credentials. Prior to his current role, he worked at Aflac Insurance Company and has a background that includes academic involvement at Wayne State University. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes third-party asset managers and advisory programs, emphasizing personalized client assessment and program matching without sponsoring its own wrap fee program.

Robert Stockoski is a CFP® professional with 22 years of experience in the financial services industry. He currently serves as an advisor with LPL Financial, where he has worked since 2018. His prior roles include positions at The Huntington Investment Company and PNC Wealth Management. He also holds a notary public designation as a minor outside activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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 programs, utilizing model portfolios, third-party subadvisors, and various advisory strategies.

Douglas Clark is a financial advisor at Edelman Financial Engines with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2016, following prior roles at The Mutual Fund Store and IFMG Securities. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining proprietary modeling with planner delivery and online tools to offer diversified, long-term oriented portfolios.

Donovan Strong is a financial advisor with J.P. Morgan Securities in Troy, MI, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Thrivent Investment Management Inc and Thrivent Financial, as well as work with International Contract Services and Sub Teacher Source. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through customized asset allocation advice, investment manager searches, and performance reporting. The firm’s advisory process includes centralized due diligence with a focus on systematic quantitative screens, qualitative research, and the incorporation of ESG criteria.

Fred Kobler is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked with Cetera and its affiliates since 2015 and previously at Summit Financial Group Inc. Kobler is also the president and majority owner of United Tax Service Inc., a tax preparation and accounting firm. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with a wide range of program options and custodial relationships.