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 with LPL Enterprise, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at NYLife Securities LLC, American United Life, and OneAmerica Securities. He serves as president of the National Association of Insurance and Financial Advisors in Dewitt, MI. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Jean Charles Wilhelm is a financial advisor with Morgan Stanley in Troy, MI, holding CFP® and Series 66 designations and seven years of industry experience. His prior work includes roles at Ameriprise and Key Management Group, as well as a position at the University of Michigan. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients directly and through corporate financial planning agreements.

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.

Fernando Aguirre De La Rosa is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Agia and VALIC Financial Advisors. He is also involved in a non-securities insurance product activity outside of his advisory role. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, using a delivery model that leverages LPL-sponsored programs and endorsed third-party managers.

Preston Zale is a financial advisor with LPL Financial in Troy, Michigan, holding the Series 63 and Series 65 designations and bringing 48 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory work, he is involved in beekeeping and honey sales and teaches beekeeping through the Southeastern Michigan Beekeeping Association. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Joseph Samples III is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Cambridge Investment Research. Outside of advising, he is an associate minister and trustee at Gethsemane Missionary Baptist Church, part owner of a non-medical in-home care franchise, and an author. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering a combination of advisory and brokerage services supported by research, model portfolios, and third-party managers.

Scott Hendrie is a financial advisor with Ameriprise in Allen Park, MI, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Thomas Nakic II is a Series 66-licensed advisor at LPL Enterprise with no prior industry experience. His work history includes roles at Nino Salvaggio International Marketplace and United Wholesale Mortgage, along with several positions in education and retail. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a broad range of brokerage and insurance products via an integrated platform.

Brandon Weatherford is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has held positions at Fidelity Investments, Flagstar, Infinex Investments, Bank of America, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services and model portfolios built from mutual funds, ETFs, and ETPs.

James Vanek is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 10 years of industry experience. He has worked at Equitable Advisors since 2016 and was affiliated with Axa Advisors from 2016 to 2020. Outside of his advisory work, Vanek serves on the board of the Alpha Sigma Phi Education Foundation and is president of the Sussex Condo Association in Troy. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered investment adviser and broker-dealer, with a delivery model that emphasizes LPL-sponsored programs and endorsed third-party managers.

Eric Zimmerman is a financial advisor with Ameriprise in Warren, MI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 1998. Outside of advising, he owns Zimco Management, Inc., which is used for tax and payroll purposes, and works as a sales representative for Vector Marketing on a limited basis. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines automated tools with advisor input and emphasizes a broad range of advisory, brokerage, and insurance solutions.

Shannon Psotka is a financial advisor at Morgan Stanley with 28 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

Yvette Wicker is a financial advisor with Wells Fargo Advisors in Grosse Pointe, MI, holding a Series 63 designation and 21 years of industry experience. She has worked at Wells Fargo Advisors since 2021 and previously held roles at Stifel Nicolaus & Co Inc and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

Daniel Zweng is a financial advisor with Equitable Advisors in Troy, Michigan. He holds a Series 66 license and has one year of industry experience. His prior work includes roles at Jeff Poosch Financial Services/Prospera Financial Services and running a landscaping business for eight years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Nastashia Young is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses, and has one year of industry experience. Her prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of her advisory work, she is an author with Zinnia Multimedia and Marketing and is involved in mortgage and real estate services through Zinnia Solutions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, asset management, and brokerage services through an integrated platform that combines advisory programs with other financial products.