Radhika Upadhyaya is a financial advisor with Wells Fargo Clearing in Birmingham, MI, holding Series 63 and Series 66 designations and 12 years of industry experience. Her career includes roles at JPMorgan Chase Bank and J.P. Morgan Securities Inc before joining Wells Fargo Bank, nA and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ross Armstrong is a financial advisor with Equitable Advisors in Troy, Michigan. He holds a Series 66 designation and has three years of industry experience. Outside of his advisory role, he is a sales associate at Time Travelers, a comics, cards, and collectibles business. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.

Troy Tiseo is a financial advisor at Edward Jones in Macomb, MI, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Huntington National Bank, F.B. Wright, and Tekton. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Connor Wallis is a financial advisor at J.P. Morgan Securities in Birmingham, MI, holding a Series 66 designation with one year of industry experience. His prior work history includes roles at J.P. Morgan Private Bank and JPMorgan Chase Bank, N.A., as well as positions outside the financial sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Charbel Salem is a CFP® with four years of experience, currently affiliated with Stifel since 2022. Prior to joining Stifel, he worked at Slalom, Strategic Staffing Solutions, and L&W Group. He is co-owner of CS Professional Svcs, LLC, a mental health services business. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Anna Loeffler is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. She has worked at Ameriprise since 2024 and previously held positions at Thrivent Financial, Thrivent Investment Management Inc., and General Motors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a centralized service team that collaborates with advisors to provide written recommendations and ongoing advice.

David Valent Jr. is a Series 66 licensed financial advisor with Equitable Advisors in Troy, MI, with two years of industry experience. Prior to his current role, he has worked in various positions including as a mechanic assistant at Pontiac Lake Service and roles in automotive and construction-related businesses. Equitable Advisors serves individuals across a range of wealth levels as well as institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a combination of proprietary and third-party advisory programs, focusing on personalized client assessment and matching clients with appropriate investment solutions.

Laura Smith is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and scenario modeling to support client planning.

Patricia Whitney is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 66 licenses and 39 years of industry experience. She has been with UBS Financial Services since 2009. Outside of her advisory role, she serves as Treasurer for Variety Detroit, a charity supporting children with special needs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Kevin Zions is a financial advisor with Wells Fargo Clearing in Troy, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for his sister’s trust on a limited basis. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Isaac Van Dyke is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. He previously worked at PRUCO Securities, LLC and was a student for ten years prior to beginning his advisory career. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm typically uses model-driven portfolio management and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Jeffrey Linska is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise Financial Services, Lincoln Investment, and Securities America Advisors. Outside of advisory work, he is involved in life insurance and annuity sales through registered channels and operates an advisory business under The Linska Group. OSAIC Wealth serves a diverse range of retail and institutional clients with brokerage and advisory services, offering model-based asset allocation and portfolio optimization across various programs, including Unified Managed Accounts and retirement plan consulting.

Michael Thorstad is a financial advisor with Robert W. Baird & Co. in Clarkston, MI, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Robert W. Baird since 2001. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning, portfolio management, and consulting services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches, including discretionary and non-discretionary management.

Ryan Davis is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2016, including four years when the firm operated as AXA Advisors, LLC. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both in-house and third-party advisory models.

Anthony Larocca is a financial advisor with Cambridge Investment Research Advisors, holding a ChFC® designation and Series 63 and Series 65 licenses. He has 18 years of industry experience, including previous roles at National Planning Corporation and Transamerica Financial Advisors. Outside of his advisory work, he is president of Larocca Financial Services, an independent insurance agency. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides both discretionary and non-discretionary management with access to multiple platforms, third-party advisers, and proprietary model strategies.

Bradley Surman is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He began his career as a Wealth Management Banker at Bank of America from 2003 to 2009, followed by roles as a Financial Advisor at Morgan Stanley and Merrill Lynch before joining Fidelity Investments as a Financial Consultant in 2013. Throughout his career, Bradley has worked with wealthy individuals and families to develop long-term financial plans and provide education to help clients avoid common financial mistakes. His approach emphasizes planning, honesty, education, collaboration, and diligence. Outside of his professional work, Bradley enjoys attending concerts, cooking and baking, playing golf, watching movies, listening to music, and going to the theater.

Robert Rubarth is a financial advisor with Stifel in Rochester, MI, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent six years at Raymond James & Associates. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Antonio Kavouriou is a Series 66 licensed financial advisor with four years of industry experience. He currently works at OSAIC and 30,000 FT Wealth Management and has previous experience at JPMorgan Chase Bank, J.P. Morgan Securities, Equitable Advisors, and other firms. Prior to his financial career, he worked in hospitality and event management. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization within a multi-advisor platform.

Jeffrey Smaka is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has a longstanding affiliation with JPMorgan Chase Bank and Bank One since 1997. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program delivers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Benjamin Hawker is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His background includes various roles related to golf course management and operations as well as a four-year period at the University of Michigan. Equitable Advisors serves a diverse 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 advisory models.