Brent Wichlacz is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 27 years of industry experience. His prior roles include 15 years at Royal Alliance Associates, Inc. and operating as an independent insurance agent for 18 years. He is also involved in insurance-related business activities alongside his advisory work. 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 financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, third-party subadvisors, and advanced technologies.

Nicholas Nowakowski is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Waggoner Financial and Michigan State University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Gabriella Maniaci is a CFP® with five years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. Prior to joining Baird, she worked at Quicken Loans and Meridian Health Plan. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a combination of manager-traded and model-traded separately managed account strategies, along with tax management and direct-indexing capabilities, supported by internal research and tools including artificial intelligence.

Christian Rebottaro is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has prior experience at Merrill Lynch and Bank of America. His earlier work includes roles at Michigan State University and a staffing startup. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies along with affiliated mutual funds and tax-efficient services.

Stacy Chaffee is a financial advisor with UBS Financial Services in Troy, Michigan, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. She has been with Painewebber Incorporated since 1992. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor investment strategies aligned with clients’ goals and risk tolerances.

Wendy Wilson is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 65 and Series 66 designations and has 24 years of industry experience. Wilson has been associated with Raymond James in various capacities since 2001 and co-owns Southworth & Wilson Inc. in Troy, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting aligned with client goals and supports a broad network of advisors and affiliated firms.

Jennifer Brown is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at Morgan Stanley for 10 years before joining Baird in 2026. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

H Seibold is a financial advisor with LPL Financial in Clarkston, MI, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with LPL Financial since 2016 and also works with Vibe Credit Union. In addition to his advisory work, he serves as a paralegal for Willenbrecht Legal Services on a part-time basis. LPL Financial is an 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, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by model portfolios and research from various sources.

Jeffrey Stander is a Series 66-licensed financial advisor with Morgan Stanley, based in Birmingham, MI, and has 27 years of industry experience. He has worked at Morgan Stanley and its Private Bank affiliate since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning and investment services supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.

Audrey Lamb is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds a Series 66 designation and has been with UBS since 2007. Outside of her advisory role, she has involvement in retail operations related to bath and beauty products. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management supported by proprietary research and capital market insights.

Dana Frellick is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s approach involves structured discovery conversations and utilizes firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Alan Mclellan is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Morgan Stanley and Cetera Advisors. He serves on the Board of Directors for the Rochester Rotary as Assistant Treasurer and is Vice President of the Irish Network Detroit. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized service team to deliver personalized recommendation reports, leveraging proprietary research and third-party data.

Eric Jonas is a financial advisor at Morgan Stanley with seven years of industry experience and holds his Series 66 designation. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018 and has prior experience at Clayton & McKervey. Outside of his financial advisory work, he is involved with Atlas Studio Co. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to inform financial plans.

Christopher Theut is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities, where he also served as a financial consultant for Comerica Inc. He is involved with FO2, a cash management platform for corporate and institutional clients. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary research and third-party model portfolios.

Scott Saylor is a CFP® with 17 years of industry experience, currently with OSAIC since 2022. He previously worked at Sigma Planning Corporation and Sigma Financial Corporation for over a decade each. In addition to his advisory role, he manages Saylor Tax Service, a tax preparation business serving both personal and business clients. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and employs firm-provided tools and third-party platforms to construct and manage diversified portfolios.

Gregory Lambrecht is a financial advisor with Primerica Advisors in Troy, MI, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Primerica Advisors since 2016 and concurrently at EY, LLP since 2018. His other business activities include operating G Lambrecht & Associates, LLC and G Lambrecht Consulting, LLC, both focused on Primerica-related business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets. The firm relies on model-delivery strategies from unaffiliated asset managers and offers a range of investment models including those incorporating cryptocurrency.

Lucas Kokubo is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and three years of industry experience. Before joining Wells Fargo in 2025, he worked at Ameriprise and J.P. Morgan Securities. Outside of his advisory role, he owns Tempest Global Provisions, a retail business in Clarkston, MI. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Andrea Waidner is a financial advisor with OSAIC in Birmingham, MI, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC Wealth Inc., she worked at Investment Consulting Group and has experience in various non-financial roles including positions at Randolph's Salon and Ulta. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and employs a variety of asset allocation and portfolio management tools.

Sally Cholewka is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial for nine years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 employs a structured planning process supported by firm-approved tools and models.

Brandon Mattinen is a financial advisor at J.P. Morgan Securities with eight years of industry experience and holds a Series 66 designation. He previously worked at Bank of America/Merrill Lynch for seven years and has also been involved with Substack. Outside of his advisory role, he creates motivational content on TikTok focused on life, personal challenges, and growth. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.