Katherine Rhodes is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm uses structured discovery processes and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Joseph Moceri is a financial advisor with Stifel in Rochester, MI, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Bank of America. Outside of his advisory role, he has served as Past Commodore and an ex-official member of the Board of Directors of the North Star Sail Club. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Ian Mcculloch is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Ricardo Armijo is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Raymond James & Associates since 2019 and previously spent 10 years at UBS Financial Services Inc. Outside of his advisory role, Armijo is the owner of BRN Development, a business unrelated to investment activities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering a range of financial planning, investment consulting, and municipal advisory services.

Jackie Piper Fylak is a financial advisor at Charles Schwab with three years of industry experience. She has been with Charles Schwab since 2022 and previously worked at Hope Network for seven years. Outside of her advisory role, she took a year to focus on extended travel. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custody and a distinctive operational model.

Thomas Geving is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Comerica Securities from 2004 to 2012. Outside of his advisory role, he is associated with BEST INNOVATION CONSULTANTS, a separate business activity. 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 a wide range of investment strategies and operational tools.

Jaclyn Borrow is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Pruco Securities LLC, LPL Financial, and INVEST Financial Corp. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s approach is model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, while also providing affiliated insurance and trust services.

Michael Thompson is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Mass Mutual, State Farm Insurance, and Citizens Securities. Outside of his advisory work, he serves on the board of a nonprofit organization, Detroit Recovery Project, and is involved in educational workshops with Operation HOPE. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and various insurance and trust services.

Allan Brunmeier is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he is president of The Advisor's Resource Group, Inc., where he acts as an insurance agent and assists clients with estate planning and related services. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its large scale, complex affiliate network, and recent consolidation activity.

Thomas Greer is a financial advisor with Cetera in Troy, MI, holding a Series 66 credential and possessing 20 years of industry experience. His prior experience includes a decade at Ameriprise Financial Services and more recent roles at Victory Wealth Group and Greer Financial Group LLC. Outside of his advisory work, he serves as an elder at Heritage Church of Macomb and assists with direct sales for a kitchen products business. Cetera Investment Advisers LLC is a nationwide firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management, financial planning, and consulting services. The firm supports discretionary and non-discretionary management options with access to both affiliated and third-party managers across various program structures.

Matthew Holmes is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Citizens Securities, Inc. Outside of his advisory role, he works as a retail sales associate in golf at Dick's Sporting Goods. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Daniel Haddad is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior firms include Concourse Financial Group Securities Inc and Eschels Financial Group, where he worked for 18 and 9 years respectively. Outside of his advisory role, he owns Fowling Warehouse LLC, a recreational business combining football and bowling. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and affiliated or third-party managers to deliver tailored investment solutions.

Clayton Sebastian is a financial advisor at Equitable Advisors with Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Jackson National Life Insurance Company and United Wholesale Mortgage. Outside of finance, he has experience working with Camp Ticonderoga. Equitable Advisors serves individual clients across a range of net worth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm’s approach involves assessing client information and risk tolerance to match them with suitable advisory models, often implemented through third-party asset managers and LPL-sponsored programs.

Joseph Longo is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, he is involved in marketing fixed insurance and annuity products and provides elder care planning through his independent insurance agency. 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 services including financial planning and access to model portfolios, combining a broad advisory platform with extensive non-advisory financial activities.

Brendan Cairney is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and one year of industry experience. His background includes internships and academic roles at the University of Illinois Springfield as well as various positions in education and self-employment prior to entering the financial advisory field. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs, including third-party managers and proprietary strategies, focusing on client-specific risk tolerance and matching clients to appropriate investment solutions.

Thomas Forberg is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation. He is based in Rochester, MI, and has been in the industry since 2025. Outside of finance, he has worked in various roles including positions in hospitality and education. Cambridge Investment Research Advisors serves individual and institutional clients, providing 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 offers a variety of account platforms and proprietary model strategies.

Kenneth Mittelbrun is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as an umpire for baseball and softball with the Michigan High School Athletic Association. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-related financial planning services.

John Schuch is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 credential. His work history includes roles at Voya Financial Advisors, Inc. and J.J. Astor Financial. Outside of his advisory work, he is a sailing instructor at Bayview Yacht Club, teaching basic sailing on Lake St. Clair and the Detroit River. Cetera serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and unaffiliated third-party managers and a range of program options.

Scott Sumner is a financial advisor with LPL Financial, holding a Series 63 designation and over 19 years of industry experience. He previously worked at Sigma Planning Corporation for 16 years and has operated Sumner & Associates since 1991. Outside of advising, he is involved in legal services through Sumner & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Gerald Dooley is a financial advisor at Charles Schwab with 16 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2019. Prior to that, he was employed at Bank of America and Merrill from 2016 to 2019. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.