Joseph Pearlstein is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he worked at Walsh College and has held positions in retail and food service. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, integrating adviser programs with a range of financial products.

Jason Victor is a financial advisor at Edward Jones in Mount Clemens, MI, holding Series 63 and Series 66 credentials with two years of industry experience. Prior to joining Edward Jones in 2024, he worked in the automotive industry for over a decade with Jim Riehl's Friendly Automotive and Golling Automotive Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Evan Badge is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including DFCU Financial, CUSO Financial Services, Flagstar Bank, Infinex Investments, and Jackson National Life Distributors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Ronald Haley is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 11 years. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven strategies and algorithmic tools to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Richard Urea is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Comerica Bank, UHY LLP, and Market Performance Group. Outside of financial services, he is involved with 526 Main Piano Bar. 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, consulting, and access to model portfolios and third-party asset management, utilizing an integrated platform that combines advisory programs with other financial products.

Nicholas Omicioli is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He previously worked at Hantz Financial Services for seven years before joining Raymond James & Associates, where he has been since 2023. 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, institutional and pension plans, and charitable organizations, offering a range of financial planning and investment consulting services.

Ronald Iacobelli is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Spc and Sigma Financial Corporation. His current practice is based in Troy, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Christopher Oliver is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Ameriprise since 2009 and previously spent over two decades at Olde Discount Corporation. Outside of his advisory role, he manages a rental property business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers personalized reports through a centralized consulting team.

George Fisk is a financial advisor with LPL Enterprise in Troy, Michigan. He holds a Series 66 designation and has been with LPL Enterprise since 2026. Prior to this, he worked at Uber and has experience in various other roles outside the financial industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and a range of brokerage and insurance products.

Natalie Pratt is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2023. She collaborates with clients to develop financial plans tailored to their goals, risk tolerance, time horizon, and definitions of financial success, aiming to provide them with peace of mind. Natalie has been with Fidelity Investments since 2014, serving in various capacities including Planning Consultant, Relationship Manager, Central Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Private Client Investment Associate at JP Morgan Securities from 2013 to 2014.

Charles Wagner is a financial advisor at Charles Schwab with one year of industry experience. He previously worked at Rocket Mortgage and Referral Partners International. Wagner holds a Series 66 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research from the Schwab Center for Financial Research.

James Creamer is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 17 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Mass Mutual. In addition to his advisory work, he is involved in eldercare insurance services. 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, consulting, model portfolio access, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Michael Lograsso is a ChFC® credentialed financial advisor with 49 years of industry experience. He is currently with OSAIC, having joined in 2025 after 27 years at Lincoln Financial Advisors Corporation. Outside of his advisory role, Lograsso is involved in offering fixed insurance products and senior settlement services through his own legal entity. OSAIC serves a broad mix of retail and institutional clients through an extensive network of financial advisers and advisory platforms, providing integrated brokerage, investment advisory, and financial planning services. The firm employs various asset-allocation tools and offers discretionary and non-discretionary portfolio management options, supported by a complex corporate structure and multiple third-party service arrangements.

Andrew Covic is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including JPMorgan Chase Bank and Equitable Advisors. Covic is also involved with Christian Financial Credit Union in an investment-related capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary strategies supported by in-house and third-party research.

Paul Giles is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliates since 1999, except for a one-year break in 2021-2022. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines algorithmic automation and research-driven methods to deliver tailored, non-discretionary advice through a centralized consulting team.

James Stiekes is a financial advisor with Primerica Advisors in Clinton Township, MI, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He has been affiliated with Primerica Advisors since 1983 and with Primerica Financial Services since 1991. Stiekes has also been involved with Pfs University since 2006. Outside of his advisory work, he is associated with Faith Baptist Church of Warren. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Ryan Zimmer is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include academic positions at Michigan State University, Miami University, and the University of Michigan. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, serving a broad client base including registered investment companies and charitable funds.

Kasey George is a CFP® professional with 25 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge in 2023, George spent six years at Lincoln Investment and seven years at Legend Equities Corporation. Outside of advising, George is involved as an independent insurance agent with various agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing proprietary and third-party investment strategies across multiple platform arrangements.

Nicholas Fabiano is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has recently started his career in the industry, with prior experience at Seamless AI, Rehmann, and Fabiano Brothers Inc. 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 model wealth portfolios and third-party asset management programs through an integrated platform.

Annmarie Mikolajczak is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has been with LPL Financial and its predecessor entities since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.