Brooke Crane Acre is a financial advisor at OSAIC with 25 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked previously at Woodbury Financial Services, Sii Investments, OSAIC Services, Inc., and Park Place Financial Group. Outside of her advisory role, she owns several businesses including Wealth Reimagined Group and MyLTC123, which focuses on assisting clients with long-term care. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services through a multi-advisor platform with an investment process centered on model-based asset allocation and portfolio optimization.

Zackary Thalgott is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at multiple firms, including Securities America, Inc., Pacer Financial, Inc., and Producer's Choice Network. In addition to his advisory role, he assists with accounting and general business operations for a tax and accounting business. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing a model-based investment process with portfolio optimization, discretionary and advisor-managed strategies, and access to alternative investments through third-party platforms.

Michael Clark is a Financial Consultant at Fidelity Investments. He began his career with the company in 2015 and has held several roles, including Customer Relationship Advocate, High Net Worth Service Associate, Relationship Manager, and Planning Consultant. He assumed his current position in 2023. With over a decade of experience in the financial industry, Michael focuses on building client relationships founded on trust and understanding. He emphasizes collaboration to develop and implement financial plans tailored to each client's goals and definition of success.

George Nihem is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of his advisory role, he is involved in real estate ownership and rentals through HI-MARK RENTALS, 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 options and integrates advisory services with banking, lending, and other financial products.

Craig Bastuba is a financial advisor with Equitable Advisors in Rochester, MI, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, including prior service at Axa Advisors, LLC. Outside of his advisory role, he is the owner of Lakeshore Benefit Group Inc. and is involved in property management and real estate through roles at Lok Properties LLC and AT Aspen LLC. Equitable Advisors serves individual investors, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s advice process involves assessing client information and risk tolerance to match clients with appropriate investment models or discretionary managers, utilizing various third-party advisory programs and services.

Will Smith is an Investment Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on empowering clients with the knowledge and tools necessary to pursue their financial goals. He is committed to expanding access to financial guidance and supports his clients through thoughtful, values-aligned planning. Prior to joining Fidelity Investments, Will worked as a Securities Trader at Plante Moran from 2021 to 2023. Before that, he was a Securities Operations Associate at FIS from 2020 to 2021. This experience has provided him with a solid foundation in securities trading and operations. Outside of his professional work, Will has personal interests in fitness, music, and reading.

Elizabeth Hewitt is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Alight Financial Solutions, J.P. Morgan Securities, and Lake Trust Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s capabilities include discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, supported by oversight controls and the use of AI-driven research methodologies.

Alyssa Rajakariar is a financial advisor at Morgan Stanley in Troy, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she worked in various roles including positions at Macomb County Probate Court and Ottawa County Juvenile Court. Morgan Stanley Wealth Management provides a range of advisory services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through diverse investment and planning programs.

Robert Phillips is a financial advisor with J.P. Morgan Securities based in Rochester, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes multiple roles within JPMorgan Chase Bank and J.P. Morgan Securities dating back to 2007. Phillips also has experience with Lifelong Advocacy Inc., where he worked from 2012 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative due diligence and includes capabilities in derivatives and commodities.

Tyler Urman is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 registrations and having 13 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is the owner of Northern Wealth Management, a business entity focused on tax and investment purposes. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Michael Busse is a financial advisor with LPL Financial in Rochester, MI, holding a Series 66 designation and two years of industry experience. He previously worked with Raymond James Financial Services Advisors, Inc. and Austin Peay State University. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Mackenzie Mertz is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. She is also involved in coaching volleyball, serving as lead trainer and tournament director for The Victors Volleyball Club LLC and as an assistant volleyball coach at the University of Michigan - Dearborn. Outside of advising, she works at Fern Hill Golf Club in a customer service role. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with options spanning automated allocations to customized strategies.

Kelly Tucker is a financial advisor at Osaic with seven years of industry experience. She holds the Series 65 and Series 63 credentials and has worked previously with Securities America, Inc., Securities America Advisors, CoreCap Advisors, and Hakim Financial. Tucker is also a licensed insurance agent and owns an advisory business. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies across a range of investment programs.

Steven Guglielmetti is a financial advisor at LPL Financial with 35 years of industry experience. He previously worked at Commonwealth Financial Network for 21 years and has operated First Financial Planners since 2000. Guglielmetti holds Series 63 and Series 66 credentials. 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 financial planning, model portfolio programs, and third-party asset management through a large network of advisors, combining advisory services with a broad range of financial products.

Michael Gulawsky is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held roles at MPM Companies LP and United Parcel Service among others. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers as well as non-securities products and affiliated insurance services.

Jacob Ritchie is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and also operates a tax preparation and accounting business. Prior to joining LPL Financial, he has experience at US Tax and has worked in various roles since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting advisory services through a broad network of investment adviser representatives.

Ian Cole is a financial advisor with Thrivent Investment Management in Mount Clemens, MI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Trevco, Inc. and Shinola Detroit. Outside of his advisory work, he is the president and owner of Mount Clemens Brewing Company, a business involved in brewing and distributing beer to retailers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across a broad range of financial topics without discretionary trading authority, and clients may combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Kerry Lacy is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has a longstanding career as a professional musician and bass player. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and broker-dealer and insurance services through affiliated entities.

Caren Boatman is a financial advisor at Ameriprise with 13 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, emphasizing managed accounts and algorithmic automation in its advisory process.

Dylan Seibold is a financial advisor with LPL Financial based in Sterling Heights, MI, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial and Genisys Credit Union, he worked as a general contractor and has experience in pest control and higher education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.