Nicholas Arkwright is a Series 66 licensed financial advisor with 12 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Sabri Hesano Jr. is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at UBS since 2015. Prior to that, he was employed at J.P. Morgan Securities and Banc One Securities Corporation. Hesano is involved with the Detroit Economic Club as a member of its Reception, Audit, and Finance Committees, and he serves on the Investment Committee for Detroit Regional Dollars for Scholars, a nonprofit focused on scholarships and academic support for local students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work through financial advisors who utilize proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Patrick Adams is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 18 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities, Inc. He is also involved in insurance sales for Medicare Supplement policies through American Insurance Group. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven and emphasizes access to third-party asset managers, financial planning, and insurance products offered through affiliated entities.

Bradley Spindler is a financial advisor with Cetera, holding the Series 66 credential and three years of industry experience. His prior roles include positions with True North Capital Management LLC and Horizon Advisers. Outside of his advisory work, he is also involved as an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services using multiple program structures and model portfolios, with over $256 billion in assets under management and more than 10,000 advisors.

Matthew Bucher is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. for nine years prior to joining UBS in 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides proprietary research to tailor client solutions.

Karen Thompson is a financial advisor at UBS Financial Services with 43 years of industry experience. She has held her current position at UBS since 2005 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including custody, underwriting, and securities-backed lending programs.

Robert Brunmeier is a CFP® professional with 17 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services, Inc. and Questar Asset Management, among other roles. Brunmeier is also involved with The Advisor's Resource Group, Inc., where he holds a sales position. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and operates a complex affiliate network with diversified product offerings.

Brendan Connelly is a financial advisor at OSAIC with Series 63 and Series 65 licenses and one year of industry experience. Before joining OSAIC Wealth Inc, he worked at Platinum Wealth Management Group and has held various roles associated with Central Michigan University and other organizations. He also serves as an insurance resident producer at Platinum Wealth Management Group. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering both brokerage and advisory services. The firm utilizes a model-based investment approach with a range of portfolio management options and supports strategies through a complex affiliate network and multiple custodial arrangements.

Eric Ratliff is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at J.P. Morgan Securities and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and model portfolio programs, utilizing both proprietary and third-party strategies with discretionary and non-discretionary options.

Beena Kinariwala is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of her advisory role, she operates BK Financial Services as a sole proprietor, conducting other insurance activities. 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 asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Erik Kent is a financial advisor at Ameriprise in Troy, MI, with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley, Citizens Securities, Inc., and Scottrade. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kathryn Halonen is a CFP® professional with 28 years of experience at UBS Financial Services in Birmingham, MI. She has been with UBS since 1998. Outside of her advisory role, she serves as Treasurer for the East Hills Middle School PTO, managing budgeting and financial responsibilities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including wealth management and capital markets services. The firm combines institutional trading capabilities with comprehensive financial planning and portfolio management tailored to client goals and risk tolerances.

Leila Aleyaseen is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 designation and 21 years of industry experience. She previously worked at UBS Financial Services for five years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management provides 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 employs structured discovery conversations and firm-approved planning tools in its financial planning process.

Sherrie Ingham is a financial advisor with Ameriprise in Troy, MI, holding the ChFC® designation and Series 63 and 65 licenses. She has 25 years of industry experience, including roles at Concorde Asset Management and L.M. Kohn & Company. Outside of her advisory work, she is involved in business ownership and serves as COO of TLC Management. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Zackary Ernat is a financial advisor at Ameriprise in Troy, MI, holding a Series 66 designation with approximately one year of experience at the firm. His prior experience includes roles at Hantz Group and G&P Financial, as well as teaching positions at Wayne State University and local schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides personalized retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Phillip Rosiek is a Financial Consultant currently working at Fidelity Investments. He has been in this role since 2019 and has previously held positions as an Investment Consultant at Fidelity Investments from 2014 to 2019, and as a Financial Consultant II at PNC Bank from 2006 to 2014. With over 15 years of experience, Phillip has served as a trusted advisor to many multi-generational families. He approaches financial planning as a partnership, co-creating wealth plans tailored to provide a roadmap towards financial peace of mind. His commitment to clients includes evolving relationships that adapt as clients and their families experience life changes. Outside of his professional work, Phillip has personal interests in biking, reading, and soccer.

Stacy Celestini is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She has worked at Bank of America, N.A. since 2021 and has been with Merrill since 2001. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Mark Ligeski is a financial advisor at Edelman Financial Engines with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various affiliated firms since 2016. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm uses a committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary advice with an emphasis on diversified model portfolios and long-term strategies.

John Daugherty is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at Wells Fargo Clearing and PNC Wealth Management. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and broad investment offerings.

Robert Shiner is a financial advisor with OSAIC in Troy, MI, holding Series 63 and Series 65 designations and 23 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc., Ohio National Financial Services, and Austin Manning Inc. since 2009. OSAIC serves a broad range of retail and institutional clients across a multi-advisor platform, offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm supports individual investors, retirement plans, charities, and corporate clients through various investment and financial planning programs.