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Luke M

Series 66

Troy, MI

LPL Enterprise

Luke Miracle is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has three years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities LLC. 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 wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Chris W

Series 63, Series 65

Troy, MI

Morgan Stanley

Chris Wilker is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1992. Outside of his advisory work, he owns rental properties in Longboat Key, FL, and Glen Arbor, MI. 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 a structured planning process utilizing firm-approved tools and modeling techniques.

General estate planning guidance
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Roman W

Series 66

Shelby Township, MI

Cetera

Roman Wasylyn is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. He also serves as Vice President of Tax at The Cheesecake Factory, Inc., where he has worked since 2008, and is a board member of the Tax Executives Institute, advising on chapter activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Samieh E

Series 63, Series 66

Sterling Heights, MI

Edward Jones

Samieh Emiah is a financial advisor with Edward Jones in Sterling Heights, MI, holding Series 63 and Series 66 designations and 27 years of industry experience. Emiah has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Business exit / sale strategy Business succession planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive LGBTQIA
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Malcolm T

Series 63, Series 65

Troy, MI

Equitable Advisors

Malcolm Tippins is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Tippins serves as a board member for Harbour Pointe on the Lake, helping manage the subdivision. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Scott S

Series 66

Rochester, MI

LPL Financial

Scott Smith is a financial advisor with LPL Financial in Rochester, MI, holding a Series 66 credential and four years of industry experience. His prior roles include positions with J.P. Morgan Securities LLC, Merrill, Bank of America, and Flagstar Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and various portfolio management options.

College savings (529s, UTMA, etc.)
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Jack M

Series 66

Troy, MI

Fidelity

Jack McKillop is a Financial Consultant currently working at Fidelity Investments. He collaborates with clients as part of a planning team to enhance their relationship with wealth by understanding their preferences and priorities through a collaborative and needs-based approach. Jack has accumulated experience in the financial industry through several roles, including his current position as Financial Consultant at Fidelity Investments since 2024. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2021 to 2024. His earlier experience includes positions as a Financial Solutions Advisor at Merrill Edge from 2019 to 2021 and as a Wealth Management Assistant at Merrill Lynch in 2018.

Wealth management
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Eric W

Series 63, Series 66

Troy, MI

Morgan Stanley

Eric Weisgerber is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Prudential Insurance Company of America and held various roles including at the Detroit Tigers and Comcast. Outside of advising, he is the sole proprietor of an eBay retail business and serves as an assistant high school baseball coach in the Bloomfield Hills School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee to assist clients in developing financial plans.

General estate planning guidance
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David R

Series 63, Series 65

Rochester, MI

LPL Financial

David Rubenstein is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and 31 years of industry experience. Prior to joining LPL Financial in 2025, he worked for nine years at L.M. Kohn & Company. 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 advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Logan P

Series 63, Series 66

Troy, MI

Equitable Advisors

Logan Priebe is a financial advisor at Equitable Advisors in Troy, MI, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at AXA Advisors, United Shore Financial Services, and American Eagle Outfitters. Priebe operates a separate business under the name MAINSTREET FINANCIAL SERVICES. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Corey S

Series 63, Series 65

Harrison Township, MI

LPL Financial

Corey Suchocki is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2022, he worked at Putnam Investments for 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

College savings (529s, UTMA, etc.)
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Janice Z

Series 66

Troy, MI

LPL Financial

Janice Zale is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 designation and 6 years of industry experience. She has been with LPL Financial since 2015. 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 offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management options supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Elaina V

Series 63, Series 66

Troy, MI

Ameriprise

Elaina Vanfossan is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2016 and previously at UBS Financial Services from 2007 to 2016. 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 Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Gregory T

Series 63, Series 66

Troy, MI

Morgan Stanley

Gregory Talpey is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Prudential Annuities Distributors, Inc. and The Prudential Insurance Company of America. He has been with Morgan Stanley since 2016, including time at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides advisory programs to both individual 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 a structured planning process incorporating firm-approved tools and modeling techniques.

General estate planning guidance
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David T

Series 63, Series 66

Troy, MI

Fidelity

David Tyler is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 2011, progressing through positions including Financial Consultant, Investment Representative, and Financial Representative. Prior to joining Fidelity, David worked as a Financial Adviser at Allstate Insurance Company, as a Wealth Management Consultant at The Phoenix Companies, and as a Financial Adviser at Edward Jones. David specializes in guiding clients through an extensive financial planning process that addresses their personal goals, investment needs, and risk tolerance. He is committed to helping clients create long-term financial plans and regularly monitors and updates these plans in collaboration with clients to help avoid common financial mistakes.

Wealth management Active portfolio management Financial Professional
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Mitchell S

Series 63, Series 65

Troy, MI

Morgan Stanley

Mitchell Swayze is a financial advisor with Morgan Stanley in Troy, Michigan, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Morgan Stanley and its related entities since 2007, including Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as a board member on the finance committee for the Alpha Phi chapter of Delta Sigma Phi, a national fraternity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients. The firm’s financial planning services incorporate structured discovery conversations and firm-approved tools, with an emphasis on customized planning and advisory support.

General estate planning guidance
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Stephen G

Series 63, Series 65

Troy, MI

Equitable Advisors

Stephen Gorski is a financial advisor with Equitable Advisors in Rochester Hills, MI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he serves as treasurer of a homeowners association and is involved as a life settlement broker. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Mac Kenzie S

Series 66

Chesterfield, MI

Edward Jones

Mac Kenzie Seibel is a financial advisor with Edward Jones in Chesterfield, MI, holding a Series 66 designation and two years of industry experience. He has worked at Edward Jones in two separate periods, beginning in 2019, and serves as a colorguard instructor for both the Anchor Bay and Chippewa Valley Band Boosters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large national network of advisors and branch offices.

Retirement income strategy Early retirement planning Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive Women Professionals
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Erin G

CFP®, Series 63, Series 65

Sterling Heights, MI

OSAIC

Erin Gunnell is a CFP® certified financial advisor with 22 years of industry experience, currently with OSAIC since 2024. She previously worked at Woodbury Financial Services INC and SII Investments Inc, and has served as a producer at Platinum Wealth Management Group since 2011, where she offers fixed insurance products. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charities through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios tailored to client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Steven M

Series 66

Troy, MI

Raymond James Financial

Steven Mc Fawn is a financial advisor with Raymond James Financial in Troy, MI, holding a Series 66 designation and 10 years of industry experience. He is also involved with McFawn Financial Holding Company, LLC, where he serves as an officer and secretary. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and features a unique affiliation with a municipal advisor to support municipal and public finance work.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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