Charles Witt is a financial advisor at Osaic, holding a Series 66 designation and beginning his industry career in 2026. His prior work experience includes roles at Center Management Services, Inc., Zeal Development Group, and Noble Investment Group. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment strategies and maintaining multiple custodial and legacy program arrangements.

Stacey Gearhart is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015 and previously worked at Chase Investment Services Corp. from 2011 to 2012. 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 through a non-discretionary program.

Pamela Preczewski is a financial advisor at Cetera with six years of industry experience and a Series 66 designation. She has worked with Cetera and Cetera Advisors LLC since 2019. Outside of financial advising, she is a co-owner and dance instructor at DanceSport Academy of Michigan and also owns a tax and accounting firm, Accounting Pros Michigan. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets and more than 10,000 advisors nationwide.

Mark Segel is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has been with Mass Mutual Investors Services since 1982 and has worked at MassMutual Life Insurance Co since 1981. Segel is also involved in life and health insurance sales and works as a fee-based insurance advisor. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning using firm-approved analytical tools and structures engagements as ongoing annual collaborations.

Stephen Hartwig is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. He has worked at Ameriprise since 2017 and previously spent seven years with Axa Advisors, LLC. Hartwig also operates a personal business for tracking business expenses outside of his advisory work. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers tailored retirement income planning with a focus on tax-aware withdrawal strategies and dependable income sources.

Anthony Fiore is a Series 66-licensed financial advisor with Mass Mutual Investors Services in Southfield, MI, where he has worked for 14 years. He also holds sales agent roles related to individual and group life and health insurance through Business Benefits Resource LLC and independently. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented financial planning supported by proprietary software and offers specialized programs such as divorce planning and employer-sponsored planning.

Joseph Baran III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Raymond James & Associates since 2011. 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 broad client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

Sarah Jelinek is a financial advisor at Fidelity with 18 years of industry experience and holds Series 63 and Series 65 designations. She has worked at various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Danielle Workman is a financial advisor at Osaic Wealth with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Lincoln Financial Advisors, Fifth Third Bank, Fifth Third Securities, and Morgan Stanley. She serves as a board member of the German Professional Women's Association, where she plans events and manages membership activities. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach with portfolio optimization tools and supports a variety of client-directed and third-party managed strategies.

Angela Zelensky is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her previous roles include positions at Comerica Securities for 27 years and Ameriprise for three years. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and financial planning services tailored to individuals and institutional clients, using structured planning tools and market modeling to support client goals.

Andrew Camden is a Series 66-licensed financial advisor at Wells Fargo Advisors with 24 years of industry experience. His career includes roles at Wells Fargo Clearing, J.P. Morgan Securities, and Banc One Securities Corporation. Outside of his advisory work, Camden is involved in managing family estates and holds ownership interests in financial-related businesses. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, providing investment and financial planning services that include retirement, risk, and wealth-transfer planning, among other specialized areas. The firm combines proprietary research and planning tools with a range of financial products and referral services.

Ali Saab is a financial advisor with Equitable Advisors in Dearborn, MI, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Equitable Advisors, he worked at the University of Michigan Dearborn and has diverse work background including roles at Bubbleology and Taystee Burgers. Outside of his advisory role, he coaches soccer for the Dearborn Soccer Club. Equitable Advisors serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management via a network of Investment Adviser Representatives and third-party asset managers.

Stephen Smihal is a financial advisor with Morgan Stanley based in Grosse Pointe Farms, MI. He holds Series 65 and Series 66 licenses and has 24 years of industry experience. Since 2010, he has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Mary Walsh is a financial advisor with Morgan Stanley in Grosse Pointe Farms, MI, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at IBM and the University of Michigan. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and strategies, managing approximately $2.74 trillion in client assets.

Donald Andrysiak is a financial advisor at Cetera with 29 years of industry experience. He holds the ChFC® designation and the Series 63 license. He has worked with Cetera Advisors LLC since 2013 and owns Economic Financial Services LLC, a financial services firm established in 1999. Outside of advisory work, he is also an agent selling fixed life insurance and annuities. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Ian Mc Guire is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized strategies that address their short-, mid-, and long-term financial goals. He provides guidance on various aspects of investing, retirement planning, and saving for unexpected events, while also facilitating access to Bank of America specialists for banking, credit, home financing, and small business solutions. Ian's areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Olivet Nazarene University. Outside of his professional work, Ian is involved in the Northline Church community. His personal interests include billiards, bowling, chess, music, painting, reading, spending time with his family, and swimming.

Joshua Ellis is a financial advisor with MassMutual Investors Services and holds Series 65 and Series 63 licenses. He has one year of industry experience, including roles at MassMutual Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Company. He previously worked at MSU Federal Credit Union and Michigan State University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides specialized planning programs such as divorce and estate-settlement planning.

Steven Schweickart is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads a team that manages the finances of individuals, families, and business owners throughout Southeastern Michigan and across the United States. Steven provides personalized wealth management strategies tailored to clients’ unique financial goals and changing market conditions. He helps clients consider factors such as risk tolerance, time horizon, and liquidity needs in developing their financial plans. Steven specializes in family wealth management strategies, personal retirement planning, individual and corporate investment strategy, and retirement income. He and his team build, implement, and review investment strategies, collaborating with specialists when clients require more complex expertise. Steven is a CERTIFIED FINANCIAL PLANNER® professional and holds a Bachelor's degree from Michigan State University. Outside of his professional work, Steven is involved with the Grosse Ile Nature and Land Conservancy. His personal interests include hiking, reading, spending time with his family, playing tennis, and traveling.

Kelly Bambrough Lugar is a financial advisor with Cambridge Investment Research Advisors in Berkley, MI. She holds Series 63 and Series 65 credentials and has 26 years of industry experience, including over two decades with Cambridge Retirement Advisors, Inc. and Cambridge Investment Research, Inc. Additionally, she is an independent insurance agent affiliated with various companies. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Jeanette Evans is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has been with Merrill since 2018. Prior to Merrill, she worked for Measurement Technologies & Supply, Inc. from 2015 to 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.