Charles Gabel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 45 years of industry experience. He has worked at Equitable Advisors since 1999 and was previously with Axa Advisors, LLC. Outside of his advisory role, he serves on the board of The Ruby McCoy Foundation and is involved in property and casualty insurance through Gabel Financial Services. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory models primarily implemented through third-party asset managers and delivers services without sponsoring its own wrap fee program.

Michael Vaughn is a financial advisor with Stifel in Grosse Pointe, MI, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has previously worked at Wells Fargo Clearing and Chase Investment Services Corp. Vaughn is also the owner of MDV LLC, a business unrelated to his advisory role. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Eric Fox is a CFP® and ChFC® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2015. He is based in Gross Pointe, MI. Fox has ownership interests in real estate and a business called ERF LLC, where he dedicates part-time hours. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. Their approach includes detailed analysis and algorithm-supported recommendations focused on income sources, tax-efficient withdrawals, and Social Security strategies.

Victor Maraldo is a financial advisor with Morgan Stanley in Grosse Pointe Farms, MI, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including over a decade at Morgan Stanley Private Bank. Outside of his financial career, he has involvement with a family craft show business. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a broad investment platform that includes retail and institutional services.

William Avery Jr. is a financial advisor with UBS Financial Services in Detroit, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS Financial Services since 1996. Outside of his advisory role, he is a member of the Detroit Economic Club and volunteers with the Grosse Pointe Gryphons youth baseball team. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering investment advisory, brokerage, custody, underwriting, and capital markets solutions.

Dicran Haidostian is a financial advisor with LPL Financial in Bingham Farms, MI, holding the CFP® and ChFC® designations and possessing 40 years of industry experience. He has been with LPL Financial since 2003 and concurrently operated Future Benefits Planning Corporation, which provides fixed insurance products and group medical, dental, life, and disability coverage. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with a range of investment strategies and operational tools.

Andrew Biskup is a Financial Consultant currently working with Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Financial Advisor at UBS Financial Services, Inc. from 2022 to 2025. In his professional capacity, Andrew focuses on helping clients identify their financial needs and develop purposeful strategies to meet their goals. His approach centers on removing financial barriers to enable clients to use their time more effectively and meaningfully. Andrew collaborates closely with individuals and families to design and implement strategies with clarity and confidence. Outside of his professional activities, he enjoys fitness, social events with friends, golf, hiking, music, and outdoor adventures.

Thomas Tafelski is a financial advisor with Equitable Advisors in Dearborn, MI, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at AXA Advisors, LLC for 15 years. Outside of his advisory role, Tafelski is a certified NFLPA contract advisor and owner of The Detroit Sports Group/Elite Evaluators. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Steven Johnson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2008. 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’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework.

Joseph Petrovich is a financial advisor at Osaic Wealth with four years of industry experience. He holds a Series 66 designation and previously worked at Michigan Financial Companies for six years before joining Osaic. Outside of his advisory role, he serves as Director of Advisor Services at Michigan Financial Companies, providing firm-wide support and compliance training to advisors and staff. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, Unified Managed Accounts, and retirement consulting. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and discretionary management options supported by a range of tools and third-party programs.

Gianna Cuda is a CFP®-credentialed financial advisor with 27 years of industry experience, currently with LPL Financial since 2010. She operates out of Bingham Farms, MI. In addition to her advisory role, she dedicates time to Future Benefits Corporation, an entity related to her LPL business. 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 portfolio programs, and institutional platforms, supported by a broad network of over 22,800 advisors.

Erica Sheridan is a financial advisor at Edward Jones in Lexington, MI, holding a Series 66 designation with 19 years of industry experience. She has been with Edward Jones since 2004. Sheridan serves as a board member of the Sanilac County Community Foundation, a philanthropic organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Evan Mackavich is a financial advisor at Osaic with a Series 66 credential and less than one year of industry experience. His background includes roles at Michigan Financial Companies and various positions outside finance, including involvement in the food and construction industries. Osaic Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, with a large-scale platform supported by a complex affiliate network and private-equity ownership.

Michael Ralston is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2019, progressing through roles from Intern to Financial Representative, Investment Consultant, and Planning Consultant before his current role. Michael partners with clients to understand their financial objectives and develop customized plans tailored to their unique needs. He emphasizes building strong relationships with families based on trust, reliability, and consistent communication.

Akiko Cox is a financial advisor with Osaic and holds a Series 66 credential. She has 10 years of industry experience, including roles at Royal Alliance Associates, Inc., where she has worked since 2018, and SII from 2016 to 2018. Cox is a member of the Japanese Business Society of Detroit. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including financial planning, advisor-managed portfolios, third-party money manager programs, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance questionnaires, efficient frontier analysis, and rebalancing tools.

Christina Mick is a financial advisor at OSAIC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Royal Alliance Associates, Inc. and Signator Investors Inc. In addition to her advisory role, she manages office operations and client support for Dunleavy Wealth Management as a sole proprietor. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering brokerage and advisory services through various platforms. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with a range of investment strategies and third-party manager options.

Cory Essenburg is a CFP®-certified financial advisor with 25 years of industry experience. He has been with J.P. Morgan Securities since 2013. 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 within a non-discretionary advisory framework.

Jared Weinerman is a financial advisor at Osaic Wealth with eight years of industry experience. He holds the ChFC® and Series 66 credentials and has previously worked at Lincoln Financial Advisors Corporation and Shallcross Financial Planning. Outside of his advisory role, he manages Impact Financial Planning, LLC, where he oversees business operations including financial planning, investment advisory, and team management. Osaic Wealth serves a diverse client base, including individual investors, retirement plan participants, charities, and corporate clients. The firm utilizes a model-based investment approach emphasizing asset allocation and portfolio optimization, offering a broad range of brokerage and advisory services through a multi-advisor platform.

Diana Reid is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she serves as the primary contact for affluent investors and their families, providing support tailored to individual needs and preferences. She has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Central Relationship Manager, Relationship Manager, Senior Relationship Manager, and Planning Consultant before assuming her current role in 2022.

Peter Cain is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63, 65, and 66 credentials and previously worked at Woodbury Financial for 18 years. Outside of his advisory role, he serves as a partner and executive vice president at Great Lakes Financial Advisors Group. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with a model-based investment approach that includes discretionary strategies, third-party managers, and portfolio optimization tools.