De Andre Bell is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Infinex Investments, Flagstar Bank, and Citizens Securities. Outside of his advisory work, he owns a lawn maintenance business and performs as a percussion musician at Macedonia Baptist Church. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary advisory services with access to discretionary separately managed accounts and alternative investments within a highly integrated operational structure.

Paul Wendling is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He previously worked for Commonwealth Financial Network for 25 years before joining LPL Financial in 2026. Wendling is also involved in fixed insurance sales as an agent. 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 portfolios, third-party asset management, and institutional platforms, supporting more than 22,900 advisors and overseeing over $819 billion in discretionary assets.

Christopher Branick is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He focuses on enhancing clients' financial literacy and partners with them to set and pursue both short and long-term financial goals through intentional investment decisions. He utilizes Fidelity's resources to help clients develop efficient and effective financial plans tailored to their priorities. Prior to joining Fidelity Investments, Christopher worked as a Financial Advisor at PNC Investments from 2018 to 2022. His earlier experience includes positions as an Investment Consultant at Scottrade from 2015 to 2018 and as a Financial Advisor at Merrill Lynch in 2013. The information provided does not include details about his education, credentials, personal interests, or community involvement.

Mayank Desai is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable and its predecessor entities since 2009, including AXA Equitable and AXA Distributors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party advisory models delivered by a network of Investment Adviser Representatives.

Richard Yoon is a financial advisor with LPL Enterprise and holds the Series 66 designation. He joined LPL Enterprise in 2026 and has prior experience with Rocket Mortgage, LLC, where he worked for 10 years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and other entities. The firm’s investment approach is model-driven, utilizing portfolios developed internally and by third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Mitchell Schafer is a Series 66 registered advisor with LPL Financial, bringing eight years of industry experience. He previously worked at Sigma Financial Corporation for five years before joining LPL Financial in 2023. In addition to his advisory role, Schafer is employed as an administrative assistant at Strategic Financial Pathways. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Steven Marlette is a CFP®-credentialed financial advisor with LPL Financial in Troy, Michigan, where he has worked since 2009. He has 21 years of industry experience and holds the Series 66 designation. Outside of his advisory role, Marlette is involved in a small-scale resale business and serves as treasurer for a multi-family vacation property entity. 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 advisors with research and operational tools.

Todd Marone is a financial advisor with J.P. Morgan Securities in Troy, MI, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and previously spent three years with PNC Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, including ESG considerations, supported by centralized due diligence and affiliated implementation services.

Sara Rosema is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 66 and Series 63 designations. Her work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. spanning from 2010 to the present. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Carlyle Wimberly is a financial advisor at LPL Enterprise with eight years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and Primerica Financial Services. Outside of his advisory role, he is the owner of Wimcar Preferred Solutions, LLC, where he specializes in preparing clients for professional financial regulatory examinations. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Justin Riley is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Morgan Stanley. Riley joined Fidelity in 2018, where he has held roles across Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs.

Pietro Maniaci is a financial advisor with Merrill in Grosse Pointe Woods, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill and Bank of America since 2014. Outside of his advisory work, Maniaci is developing a handheld device designed to assist users with nasal mucus removal, for which he plans to establish an LLC and manage all related operations. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ryan Jones is the Vice President, Wealth Planner at Fidelity Investments. In this role, he works with high net worth clients on various wealth planning topics to align them with their long-term goals. He has been with Fidelity Investments since 2007, progressing through roles including Financial Representative, Relationship Manager, Financial Consultant, Vice President, Financial Consultant, and currently Vice President, Wealth Planner. This extensive experience at Fidelity Investments has provided him with a comprehensive understanding of financial consulting and wealth planning. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

William Ashwell is a CFP® and ChFC® with 38 years of industry experience. He has been with LPL Financial since 2005, following a prior role at CUNA Brokerage Services. He is also registered for the sale of fixed insurance products, including life and annuity insurance. 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.

James Burden is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 1996. 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 portfolio programs, third-party asset management, retirement advice, and institutional platforms, with advice provided by its network of investment adviser representatives who may use various investment strategies and operational tools.

Jonathan Quigley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 registrations and bringing 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of his advisory role, he is involved in retail sales through his ownership interests in Prolific Industries, LLC, which sells books and T-shirts, and CQ Items, LLC, which sells housewares on Amazon. 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. The firm combines quantitative and qualitative research, including the use of forward-looking capital market assumptions and an ESG eligibility framework, supported by a centralized due diligence process.

Scott Martin is a financial advisor at Edward Jones in Royal Oak, MI. He holds the Series 66 designation and began his advisory career at Edward Jones in 2026. Prior to this, he worked in various roles including with the American Forest Foundation and Menasha Packaging Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated services through a nationwide network of financial advisors and branch offices.

Monnencia Riley is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds Series 63 and Series 65 designations and has been with Thrivent since 2016. Outside of her advisory role, she serves on several community boards, including the Anchor Bay Chamber of Commerce, the Village of East Harbor assisted living community, and the finance committee for Presbyterian Villages of Michigan, among others. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on various financial topics without implementation. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Lau Ryn Williams is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Williams has previously worked with The Prudential Insurance Company of America, Pruco Securities, LLC, and Waddell & Reed, Inc. Outside of advising, Williams serves as President of the Board for the Detroit chapter of the National Black MBA Association and is involved in developing decision-making software for family offices and start-ups. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm uses model-driven investment implementation through third-party managers and offers financial planning, consulting, and access to various asset management programs.

Stephen Neirinck is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2012, following two years at Edward Jones. In addition to his advisory work, he is involved in tax preparation through a related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by various advisor-facing tools and a broad financial services network.