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Honesty C
Series 66
Grosse Ile, MI
Edward Jones
Honesty Clark is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Clark worked at Yazaki North America Inc. and spent 11 years at Tenneco Inc. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients with over $1 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Wendi D
Series 66
Livonia, MI
LPL Financial
Wendi Diacono is a financial advisor with LPL Financial in Livonia, MI, holding a Series 66 designation and 25 years of industry experience. She has worked with LPL Financial since 2010, with additional experience at Cetera Advisor Networks and Cetera Wealth Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and retirement advice, supported by a large network of investment adviser representatives.
Joanne H
Series 66
Livonia, MI
Ameriprise
Joanne Hardin is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and totaling 21 years of industry experience. She has worked across various Ameriprise entities since 2010. There are no notable outside activities reported. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, tax-aware withdrawals, and Social Security strategies.
Anthony B
Series 66
Plymouth, MI
UBS Financial Services
Anthony Bellore is a Series 66 licensed financial advisor with six years of industry experience. He has been with UBS Financial Services since 2019 and previously worked at PNC Bank and UBS. From 2014 to 2018, he was associated with Barton Hills Country Club. UBS Financial Services serves individual, corporate, and institutional clients by providing a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.
Garret G
Series 66
Farmington, MI
LPL Financial
Garret Gotaas is a financial advisor with LPL Financial based in Farmington, MI, holding a Series 66 designation and seven years of industry experience. He has worked with LOC Federal Credit Union since 2016 and is involved with LOC Financial Services, a business related to his work with LPL. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies.
Vahik R
Series 63, Series 65
Plymouth, MI
UBS Financial Services
Vahik Rostamloo is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through a wide range of platforms and proprietary research.
Pamela P
Series 66
Allen Park, MI
Cetera
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.
Gayle G
Series 63, Series 66
Novi, MI
LPL Financial
Gayle Good is a financial advisor with LPL Financial in Novi, Michigan, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining LPL Financial in 2025, she worked at LPL Financial/Michael Dagher, LLC for five years and was employed at a medical office for twelve years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with offerings that include financial planning, model portfolios, third-party asset management, and institutional platforms.
Stephen H
Series 66
Southgate, MI
Ameriprise
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.
Bradley B
Series 66
Canton, MI
UBS Financial Services
Bradley Bocketti is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has been with UBS since 2017. Prior to UBS, he worked at Butler Business Consulting Group and attended Butler University. Bocketti serves as an alumni board member for the Detroit Catholic Central Finance Club, where he supports the education of high school students in finance and investing. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and financial planning solutions.
Gary W
CFP®, Series 63, Series 65
Northville, MI
OSAIC
Gary Wales is a CFP® professional with 43 years of experience in the financial services industry. He is currently an advisor at OSAIC and has previously worked at Sagepoint Financial, Inc. In addition to his advisory role, he is president of Spectrum Financial Services, where he is involved in tax preparation and insurance sales. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with various advisory and brokerage services, leveraging a large multi-advisor platform and multiple affiliated entities.
Joseph B
Series 63, Series 65
Southfield, MI
Raymond James & Associates
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.
Mya K
Series 66
Westland, MI
Merrill
Mya Kilgore is a financial advisor at Merrill with a Series 66 designation and over three years of experience at the firm. Her prior work history includes roles at Bank of America, FCA Fiat Chrysler, Trinity Health, Credit Acceptance, and Paycor. She is also affiliated with Strayer University. Merrill, together 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 range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Austin A
Series 63, Series 65
Farmington, MI
LPL Financial
Austin Accettura is a financial advisor with LPL Financial based in Farmington, MI, holding Series 63 and Series 65 credentials. He has two years of industry experience and has also been involved with Accettura & Hurwitz as a law clerk since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Kyle C
Series 65, Series 63
Canton, MI
Fidelity
Kyle Ciotti is a financial advisor at Fidelity with Series 63 and Series 65 credentials and six years of industry experience. His career includes roles at several firms such as Experior Financial Group, The Leaders Group Inc, and Artista Investments LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.
Jonathan H
Series 63, Series 65, Series 66
Plymouth, MI
Ameriprise
Jonathan Hunter is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to provide written, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts.
Ali S
Series 63, Series 66
Dearborn, MI
Equitable Advisors
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.
Angelica K
Series 63, Series 66
Livonia, MI
J.P. Morgan Securities
Angelica Kennedy is a financial advisor with J.P. Morgan Securities in Livonia, MI, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and concurrently works with JPMorgan Chase Bank, NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research to develop model asset allocations and incorporates ESG eligibility frameworks, with implementation services provided by related affiliates.
Donald A
ChFC®, Series 63
Allen Park, MI
Cetera
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 M
Series 66
Dearborn, MI
Merrill
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.
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