Krista Ondayko is a financial advisor at UBS Financial Services in Plymouth, MI, with 5 years of industry experience and a Series 66 designation. She has been with UBS Financial Services since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets activities.

Sherry Brown is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. She has worked at Raymond James & Associates since 1999 and at Roney & Co. since 1998. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Marc Ganop is a financial advisor with OSAIC in Riverview, MI, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 21 years each. Outside of his advisory role, he operates a tax preparation sole proprietorship. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services supported by various advisory platforms and asset-allocation tools, offering discretionary and non-discretionary portfolio management options.

Honesty Clark is a Series 66-licensed financial advisor with Edward Jones, bringing experience from over a decade in the corporate sector, including roles at Tenneco Inc. and Yazaki North America Inc. Clark has been with Edward Jones since 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and strategies supported by a large nationwide network of financial advisors and branch offices.

Wendi Diacono is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. She has worked at LPL Financial since 2018 and was previously with Cetera Advisor Networks LLC for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management through a national network of investment adviser representatives.

Joanne Hardin is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Outside of her advisory role, she is involved in ownership of multiple non-investment-related real estate properties in Ludington, Michigan. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports in partnership with advisors, delivering a range of advisory, brokerage, and insurance solutions through affiliated entities.

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 Gotaas is a financial advisor with LPL Financial based in Farmington, MI, holding a Series 66 designation and six years of industry experience. He has worked concurrently at LOC Federal Credit Union and LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various technology-driven investment options.

Edward A. Sui is a financial advisor with UBS Financial Services in Detroit, MI, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with UBS since 2002. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings through its integrated platform.

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 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 Good is a financial advisor with LPL Financial in Novi, MI, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining LPL Financial, Gayle worked at the Medical Office of John Vassallo MD for twelve years. Gayle has also had periods of unemployment between roles but has maintained continuous involvement in financial advising since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support strategic and tactical investment approaches.

Stephen Hartwig is a financial advisor with Ameriprise in Grosse Ile, MI, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise since 2017, including its predecessor entity, and previously spent seven years with AXA Advisors. Hartwig operates a separate business for tracking business expenses. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized consulting team that combines research, modeling, and tax-efficiency analysis to generate personalized retirement recommendations.

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 Wales is a financial advisor with Osaic Wealth, Inc. He holds the CFP® designation, Series 63, and Series 65 licenses, and has 43 years of industry experience. Prior to joining Osaic in 2023, he worked at Sagepoint Financial, Inc. since 2009. He is also president of Spectrum Financial Services, Inc., a tax preparation and advising firm. Osaic Wealth, Inc. serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to support a variety of investment strategies.

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.

Austin Accettura is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing two years of industry experience. He has been associated with LPL Financial since 2023 and also maintains a role as a law clerk at Accettura & Hurwitz. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Kyle Ciotti is a financial advisor at Fidelity with Series 65 and Series 63 credentials and six years of industry experience. His prior work includes roles at Experior Financial Group, The Leaders Group Inc., and several other financial services and investment firms. Fidelity’s Strategic Advisers LLC, where Mr. Ciotti is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

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 Saab is a financial advisor with Equitable Advisors in Dearborn, MI, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Equitable Advisors, he worked at the University of Michigan Dearborn and has experience in community roles including coaching soccer for the Dearborn Soccer Club. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through various sponsored and endorsed platforms.