Jean Charles Wilhelm is a financial advisor at Morgan Stanley in Troy, MI, holding the CFP® designation and Series 66 license, with seven years of industry experience. His prior experience includes four years at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored 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 models.

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.

Lori Oancea is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 19 years of industry experience. Her career includes roles at Voya Financial Advisor, MassMutual, and Signator/JHFN, among others. Outside of advising, she is involved in estate planning law through her practice, Horizon Legal Services, PLLC, and serves as Director of Financial Planning for the CFP program at Oakland University. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

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 at Equitable Advisors with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Agia, Valic Financial Advisors, and Hantz Financial Services. Outside of advising, he is involved in non-securities insurance product activities through his role at Agia. 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 various asset-management programs, utilizing third-party asset managers and firm-sponsored advisory platforms.

Preston Zale is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with LPL Financial since 2010, following a brief period at Robert Baird & Co. Outside of his advisory work, he is involved in beekeeping and honey sales through his business Popz Beez and teaches beekeeping with the Southeastern Michigan Beekeeping Association. 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 with a focus on customized portfolio management, supported by proprietary research and technology tools.

Joseph Samples III is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Cambridge Investment Research Advisors, among others. Outside of his advisory work, he is a part owner of a non-medical in-home care franchise, serves as a trustee and associate minister at his church, and is also an author. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in a wrap program.

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.

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, Michigan, holding a Series 66 designation and 10 years of industry experience. He has worked with Equitable Advisors since 2016 and previously with Axa Advisors, LLC from 2016 to 2020. Vanek serves on the board of the Alpha Sigma Phi Education Foundation and is president of the Sussex Condo Association in Troy. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory programs and third-party asset managers, focusing on tailored investment solutions based on client risk tolerance and personal information.

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, MI. He holds the Series 66 designation and has worked in the financial services industry since 2024, including a prior role at Jeff Poosch Financial Services/Prospera Financial Services, Inc. Before entering finance, he operated a landscaping business for eight years. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and relies on third-party asset managers and sponsored advisory platforms for many investment solutions.

Nastashia Young is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advising, she is an author with Zinnia Multimedia and Marketing and is involved in mortgage and real estate services through Zinnia Solutions. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

Nikolas Highducheck is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC. Outside of finance, his background includes roles in retail and education. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and affiliated accounts.

Joseph Panfil is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including The Prudential Insurance Company of America, Pruco Securities, LLC, LPL Financial, Blue Water Asset Management, and Invest Financial Corporation. He is also co-owner of Family Roots Financial, a business related to his LPL activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, utilizing portfolios developed by LPL’s Research Department and third-party strategists while offering financial planning, access to asset managers, and affiliated trust and insurance services.

Allen Rosin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1979 and currently assists clients by helping them build wealth management strategies tailored to their individual needs. Allen emphasizes a comprehensive approach to managing wealth, focusing on listening to clients and supporting informed decision-making throughout the development of their financial strategies. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Allen earned a Bachelor's Degree from Michigan State University. His approach includes offering contrarian fixed income portfolio management through the Merrill One Investment Advisory Program.