Hussein Sobh is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL, he worked in various roles at Louis Vuitton, Lululemon, and other organizations. He maintains outside employment with Louis Vuitton. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

Alexander Martinez is a financial advisor with Raymond James & Associates who holds a Series 66 credential and has three years of industry experience. Prior to his current role, he worked at Sportradar and has spent time as a baseball coach, providing individual lessons to children. He is also involved with Michigan Ignite Baseball, offering coaching in the sport. 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 diverse client base, including individuals, institutions, and municipalities, and offers a range of financial planning and consulting services with a variety of portfolio management styles and affiliated research.

Daniel Heppler II is a financial advisor at Edward Jones in Clinton Township, MI, holding a Series 66 designation with one year of industry experience. He has been with Edward Jones since 2021, following roles both at the firm and outside the financial sector, including positions at Lochmere Country Club and Christian Financial Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices, and manages over $1 trillion in assets under management.

Damon Drew is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC., and Massachusetts Mutual Life Insurance Company. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Charles Gabel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at Axa Advisors. Outside of his advisory role, he serves on the board of The Ruby McCoy Foundation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm utilizes a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored investment solutions.

Michael Vaughn is a financial advisor with Stifel in Grosse Pointe, MI, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Eric Fox is a CFP® and ChFC® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2015. He is based in Gross Pointe, MI. Fox has ownership interests in real estate and a business called ERF LLC, where he dedicates part-time hours. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. Their approach includes detailed analysis and algorithm-supported recommendations focused on income sources, tax-efficient withdrawals, and Social Security strategies.

Victor Maraldo is a financial advisor with Morgan Stanley in Grosse Pointe Farms, MI, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including over a decade at Morgan Stanley Private Bank. Outside of his financial career, he has involvement with a family craft show business. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a broad investment platform that includes retail and institutional services.

William Avery Jr. is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS since 1996. Outside of his advisory role, he is a member of the Detroit Economic Club and volunteers with a youth baseball team, the Grosse Pointe Gryphons. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Channing Pritchett is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and the Series 66 license. Pritchett has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

William Osborne is a financial advisor with Ameriprise in Waterford, MI, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he owns Os Entertainment & Show Productions LLC, which manages and provides guidance to musicians and entertainers. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement strategies and provides a broad array of advisory, brokerage, and insurance solutions.

Zachary Woodman is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Prior to entering the financial industry, he was involved with the Institute for Humane Studies and held academic positions at Western Michigan University and the University of Michigan. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform that combines advisory programs with active sales of financial products.

Deborah Keagle is a financial advisor at LPL Enterprise with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she is employed as a bartender and waitress at American Legion Post 484 in Kalamazoo, MI. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Timothy Kopchick is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He has previously worked with Avantax Advisory Services and Avantax Investment Services, and he is a partner at Kopchick & Company, P.C., where he practices tax and accounting. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with various portfolio management and planning services across discretionary and non-discretionary authorities.

Peter Marsh is a financial advisor with LPL Financial in Macomb, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with LPL Financial since 2016. Marsh holds a Michigan Notary Public Commission. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Christopher Denis is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. He has progressed through various roles at Fidelity, starting as a Financial Representative in 2023, then moving into positions as an Investment Consultant and Financial Consultant before assuming his current role. In his work, Christopher focuses on assisting individuals and families in identifying and striving to achieve their financial goals through an individualized planning process. His efforts are centered on helping clients accumulate and protect their wealth using sound investment strategies. Outside of his professional responsibilities, Christopher enjoys attending concerts, exploring culinary experiences, following football, participating in social events with friends, watching movies, and spending time with pets.

Erik Burger is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2017 and has been with Morgan Stanley Smith Barney LLC since 2014. 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 utilizing structured planning tools such as Monte Carlo simulations to model financial outcomes.

Daniel Thomas Jr. is a CFP® with 45 years of industry experience, currently with OSAIC in Troy, MI. He has worked at ING Financial Partners Inc. since 2004 and owns Thomas Financial Group LLC, which he has operated since 1997. Outside of his advisory work, he serves as a director on the board of a condominium association in Florida, where he participates in governance but does not handle finances. OSAIC serves a diverse range of clients including individual and institutional investors, providing integrated brokerage and advisory services supported by firm-developed asset allocation tools and access to third-party investment platforms.

Nicole Morgia is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill Lynch Pierce Fenner & Smith since 2016. 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. The firm offers multiple investment strategies including model-based and discretionary approaches, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Hessler is a financial advisor at LPL Enterprise with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company for three years. Outside of his advisory career, he is involved with Papa Bee Farms, a venture he has operated since 2018. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and integrated financial product sales through its broker-dealer and affiliated insurance entities.