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 three years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch and Bank of America. His professional background also includes roles outside finance, such as positions with the Michigan State University Athletic Department and College Works Painting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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 18 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley for 10 years. Brown is based in Birmingham, MI. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services.

Andrew Mette is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 designation. He has one year of industry experience and previously worked at Spartan Spirit Shop, Michigan State University, and Freedom Boat Club. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services.

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 previously worked at Cetera Wealth Services and has been with LPL Financial and Vibe Credit Union since 2016. In addition to his advisory role, Seibold works as a paralegal with Willenbrecht Legal Services on a part-time basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies implemented through discretionary and non-discretionary models.

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 Lynn Molnar is a Series 66 credentialed financial advisor with UBS Financial Services in Birmingham, MI, with 16 years of industry experience. She has been with UBS since 2007. Outside of her advisory role, she is involved in retail operations at a Bath and Body Works store. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and asset allocation models to tailor client plans.

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 in Clarkston, MI, 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 served in investment-related capacities. Outside of his advisory work, he is involved with FO2, a cash management platform for corporate and institutional clients. 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 advisory and brokerage services, including financial planning and model portfolio programs, and supports its advisors with various operational and research tools.

Scott Saylor is a CFP® with 17 years of industry experience, currently serving at OSAIC since 2022. He previously worked at Sigma Planning Corporation and Sigma Financial Corporation for over a decade. In addition to his advisory role, Saylor operates Saylor Tax Service, where he prepares tax returns for business and personal clients. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm provides brokerage and advisory services using model-based asset allocation and portfolio optimization, offering a range of programs from comprehensive financial planning to managed portfolios and third-party money manager options.

Gregory Lambrecht is a financial advisor with Primerica Advisors in Troy, MI, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked at Primerica Advisors since 2016 and at Primerica Financial Services since 2007. Lambrecht also has eight years of experience with EY, LLP. Outside of his advisory role, he is involved in consulting and operates G Lambrecht & Associates, LLC. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors and some corporate and charitable clients. The firm utilizes model-based investment strategies created by unaffiliated asset managers and offers advisory services through a large network of financial advisors.

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 at Osaic with one year of industry experience. She holds a Series 66 designation and has prior work experience with Investment Consulting Group, Randolph's Salon, and Ulta. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm employs a model-based investment process emphasizing asset allocation, portfolio optimization, and risk 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.

Daniel Byrd II is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at Merrill since 2018 and previously at Ameriprise Financial Services and National Planning Corporation. Byrd also serves as a successor trustee for a discretionary trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Folino is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2005 and Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individual and high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.