Richard Gagliano is a Financial Advisor at Merrill Lynch Wealth Management. He works with business owners, retirees, and corporate leaders to develop tax-efficient wealth strategies, personalized retirement planning, and disciplined portfolio management. He focuses on creating customized, goals-based financial plans that integrate cash flow, investments, taxes, and legacy priorities. Richard's expertise includes college education planning, corporate benefits, divorce transition planning, equity compensation services, family wealth management strategies, portfolio management services, and individual and corporate investment strategy. He collaborates closely with clients to coordinate income, equity, investment management, and long-term planning into a cohesive framework aimed at reducing tax exposure and concentration risks while aligning retirement assets for greater flexibility. He holds a Bachelor's Degree in Finance from Florida Gulf Coast University and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Richard enjoys adventure sports, biking, cooking, football, golfing, hiking, pickleball, reading, and spending time with his family.

Sharon Mccaslin is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market scenario modeling.

Brian Staniszewski is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. He has four years of industry experience, including roles at Fidelity Investments, Allstate Financial Services, Rocket Mortgage LLC, Charles Schwab & Co., and Quicken Loans Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage funds.

Joseph Sarnecky is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he has served as president of the Lanse Creuse Public Schools Foundation and manages his son’s soccer team. 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 utilizes a range of advisory models delivered through in-house programs and third-party managers, offering products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Matthew Merrifield is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019. Prior to that, he was employed at Nordstrom and Oakland University. Merrifield is also involved in a trust-related business activity based in Beverly Hills, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Molly Gardner is a financial advisor at Ameriprise with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Huntington Investment Company and The Huntington National Bank. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm uses a centralized team, proprietary tools, and a defined investment universe that includes affiliated products.

Reagan Paulina is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors, Reagan worked at PK Prospects and held positions at Wayne State University and Oakland University. Reagan serves as a second power of attorney for a family member. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs for individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s advisory approach includes matching clients to investment models and managers, using third-party and proprietary resources, and offering a range of investment products and ERISA fiduciary services.

Benjamin Labadie is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and works concurrently at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Giuseppe Viviano is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior roles include positions at J.P. Morgan Securities, Empower Financial Services, and Hantz Financial Services. Outside of finance, he has been involved in entrepreneurial ventures such as Give and Grow Mushrooms. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a range of insurance and trust services.

Quinn Wright is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2025, he worked at OSAIC, FSC Securities, Edward Jones, and Panalpina. Wright serves on the City of Madison Heights City Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions supported by investment adviser representatives using various model portfolios, third-party subadvisors, and customized strategies.

Emerald Haan is a financial advisor with LPL Enterprise holding a Series 66 credential and four years of industry experience. Prior to joining LPL Enterprise in 2024, Haan worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, Haan works part-time as a bartender at Bells Eccentric Cafe for large events. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and a range of insurance and non-securities products through affiliated entities.

Jeremy Wonch is a financial advisor with Merrill in Madison Heights, MI, holding Series 63 and Series 66 licenses and two years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Rocket Mortgage. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Thomas Buhl is a financial advisor with Wells Fargo Advisors based in Grosse Pointe, MI, holding a Series 66 designation and 27 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2011. Outside of his advisory role, he is involved in managing a professional motorsports team through an LLC. 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 services and delivers tailored recommendations using proprietary research and planning tools, with optional implementation through various brokerage or advisory programs.

Anthony Fodale is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior work includes roles at Wayne State University, Sunrise Convenience Stores, and Jet's Pizza. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and also offers access to third-party asset managers and financial planning services.

Fernando Quattrociocchi Jr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He previously worked at Comerica Securities for 23 years and Ameriprise for four years. Outside of Morgan Stanley, he is involved in independent insurance brokering and works with a cash management platform for corporate and institutional clients. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and modeling tools but generally advises without providing individual security recommendations.

Noah Roberts is a financial advisor with Equitable Advisors in Troy, MI. He holds a Series 66 designation and has approximately one year of industry experience. His prior work experience includes roles at Ashford Inc., Hilti North America, and involvement with Baylor Business Fellows. 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 through a network of Investment Adviser Representatives, utilizing a range of third-party and proprietary investment solutions.

Dion Stevens is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and The Auto Club Group. Outside of financial services, he worked at Asphalt Specialist, Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various affiliated non-securities products and services.

John Kronner Jr. is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley and its Private Bank since 2015. 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 including tailored financial planning, managing approximately $2.74 trillion in client assets, and employs structured planning tools supported by its Global Investment Committee.

Clayton Kendrick is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior experience with Senior Life Services and Academy Mortgage Corp. Kendrick is also involved with Total Home Lending, where he provides mortgage and real estate services. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of advisory and brokerage services along with affiliated insurance and lending programs.

Peace Little is a Financial Advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. Before joining Thrivent, they served in the United States Army and held teaching positions at Dearborn Advanced Technology Academy and Grand River Academy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on a range of financial topics without portfolio management or discretionary trading authority.