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 licenses and has previously worked at DFCU Financial, CUSO Financial Services, Flagstar Bank, Infinex Investments, and Jackson National Life Distributors. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both advisory and non-advisory financial solutions.

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 with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience and previously worked at Comerica Bank and UHY LLP. Outside of finance, he is involved with 526 Main Piano Bar. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and various financial planning services.

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 with LPL Financial in Troy, MI, holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior roles include positions at SPC, Sigma Financial Corporation, Wells Fargo Clearing, and UBS Financial Services. Outside of his advisory work, he is involved with Unisource Wealth Advisors. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 at LPL Enterprise with Series 66 credentials and one year of industry experience. Prior to joining LPL Enterprise, he worked at Uber and has experience in various other fields including hospitality and production. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also providing access to financial planning, third-party asset managers, and affiliated insurance and trust services.

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 in Troy, MI, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Thrivent Investment Management. Outside of his advisory work, he is involved in Eldercare Insurance Services as a producer. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of services including financial planning, access to external asset managers, and insurance product sales through affiliated entities.

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 with LPL Financial, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at LPL Financial since 2025 and concurrently serves Christian Financial Credit Union, among other prior roles in financial services and related fields. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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, holding a Series 66 license and beginning his advisory career in 2025. His prior work includes roles at Seamless AI, Rehmann, and Fabiano Brothers Inc., as well as positions in education at Indiana University and local schools. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Annmarie Mikolajczak is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 41 years of industry experience. She has been with LPL Financial and its predecessor entities since 2007. 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 range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by technology tools for advisors.

Austin Liedel is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior work includes roles at Michigan State University and Herbert Financial Group. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers additional services such as financial planning, access to third-party asset managers, and affiliated trust and insurance products.