Andrea Gibson is a financial advisor with Primerica Advisors in Sterling Heights, MI, holding Series 63, 65, and 66 licenses and having 10 years of industry experience. Gibson has worked at Primerica Advisors since 2021 and previously at ITC Holdings for 10 years. Outside of advisory work, Gibson owns and operates Gibson Financial Group LLC, a business related to investment services formed specifically for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution through BNY Mellon Advisors and Pershing.

Joseph Wietecha III is a CFP® professional affiliated with LPL Financial, with 32 years of industry experience. He has been associated with Lexington Financial since 1998 and joined LPL Financial in 2026. Outside of his advisory work, Joseph is a part owner of JAMAS, LLC, an entity that manages commercial office properties in Clinton Township, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning, asset management, and institutional platforms, supported by extensive operational and research tools.

Arthur Mojares is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. Prior to joining LPL Financial, he worked at Cambridge Investment Research Advisors, Inc. and SPC, among other firms. He serves as a board member of the Philippine Chamber of Commerce and is involved in independent insurance through Mojares Capital Management LLC and Mojares Insurance Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diversified investment and retirement solutions, with advice delivered primarily by investment adviser representatives using a combination of proprietary and third-party investment models.

Matthew Smith is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Financial Advisors, LLC. Outside of his advisory work, he volunteers with the Finseca Foundation, assisting in promoting research and education efforts. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm typically implements investment strategies using model portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset manager access, and participation in wrap programs.

Joe Cattaneo is a Planning Consultant at Fidelity Investments, where he has been working since 2026. Prior to his current role, he served as a Relationship Manager at Fidelity Investments from 2024 to 2026, and at Gregory J. Schwartz & Co. from 2017 to 2024. Joe approaches financial planning as a partnership, focusing on understanding what matters most to each client and maintaining open and collaborative communication. He works to co-create financial plans that are personal, clear, and built on trust. Outside of work, Joe enjoys boating, fitness, social events with friends, movies, and parenthood.

Melissa Johnson is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she manages an advisory business through Bedrock Acquisitions LLC. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations, supported by a centralized consulting team.

Eric Machus is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing for nine years. Outside of his advisory role, he is involved in several family-owned and personal business ventures, including serving as vice president of Machus Enterprises, Inc., and owning an aviation company. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services that include retirement, education, risk, and wealth-transfer planning. The firm employs tailored recommendations based on proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Andrew Tomlinson is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios for 16 years. Tomlinson also maintains an ongoing independent advisory practice and has involvement in insurance and fixed annuities outside of his advisory role. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm provides a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of managed portfolio solutions.

Brendan Byrne is a financial advisor at Edward Jones in Sterling Heights, MI, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he spent four years at Wilson Chevrolet Inc. 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 over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Matt Tallman is a Financial Consultant at Fidelity Investments. He has over 10 years of experience in banking, investments, financial, and wealth planning. His role involves assisting clients and their families with retirement planning, investment strategy, and general investing to help pursue their financial goals. Before joining Fidelity Investments in 2021, Matt worked as a Financial Solutions Advisor at Bank of America Merrill from 2017 to 2021. Prior to that, he held positions as an Investment Consultant at Scottrade from 2015 to 2017 and as a Personal Banker - Small Business Specialist at JPMorgan Chase from 2013 to 2015. He was born and raised in Michigan. Outside of his professional work, Matt has personal interests that include board games, fitness, golf, outdoor adventures, pets, and traveling.

Bishnu Dhar is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked with Ameriprise and its affiliated entities since 2016. Dhar is based in Troy, MI. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Paul Demark is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior roles include a decade with Morgan Stanley and four years with Morgan Stanley Private Bank. Outside of advising, he is president and owner of Demark LLC, a business through which he manages certain non-investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income plans and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Brian Brady is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He also serves as a trustee or co-trustee in a trust based in Rochester Hills, Michigan. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery and firm-approved tools.

Samuel Courtney is a financial advisor with Ameriprise in Clinton Township, MI, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at The Huntington Investment Company and The Huntington National Bank. Outside of advisory work, he engages in gig work as a DoorDash driver and participates in house flipping projects. 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 ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Warezak is a financial advisor at Morgan Stanley with a Series 66 credential and less than one year of industry experience. Prior to joining Morgan Stanley, he held roles at Kalamazoo College and worked within collegiate athletic departments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Scott Saylor is a CFP® with 17 years of industry experience, currently serving at OSAIC since 2022. He previously worked at Sigma Planning Corporation and Sigma Financial Corporation for over a decade. In addition to his advisory role, Saylor operates Saylor Tax Service, where he prepares tax returns for business and personal clients. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm provides brokerage and advisory services using model-based asset allocation and portfolio optimization, offering a range of programs from comprehensive financial planning to managed portfolios and third-party money manager options.

Andrew Tabaczuk is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 11 years. Outside of his advisory role, he is involved in independent insurance brokering with Guardian. Ameriprise is an institutional firm that offers retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Tomaszewski is a CFP® with 26 years of industry experience. He has been with Raymond James Financial since 2011, including time at Raymond James Financial Services, Inc. and Christopher Patrick and Associates. Tomaszewski is also involved in ownership and operational roles at several support businesses that assist his advisory practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a tailored, non-discretionary approach supported by risk profiling and analytical tools, and it stands out for its affiliations with municipal advisory services and specialized retirement plan programs.

Gregory Lambrecht is a financial advisor with Primerica Advisors in Troy, MI, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked at Primerica Advisors since 2016 and at Primerica Financial Services since 2007. Lambrecht also has eight years of experience with EY, LLP. Outside of his advisory role, he is involved in consulting and operates G Lambrecht & Associates, LLC. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors and some corporate and charitable clients. The firm utilizes model-based investment strategies created by unaffiliated asset managers and offers advisory services through a large network of financial advisors.

Robert Martinez is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.