Jaclyn Borrow is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Pruco Securities LLC, LPL Financial, and INVEST Financial Corp. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s approach is model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, while also providing affiliated insurance and trust services.

Stephen Killop is a financial advisor with Morgan Stanley in Bloomfield Hills, MI. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and the AAA Dave Brown Insurance Agency. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Michael Thompson is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Mass Mutual, State Farm Insurance, and Citizens Securities. Outside of his advisory work, he serves on the board of a nonprofit organization, Detroit Recovery Project, and is involved in educational workshops with Operation HOPE. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and various insurance and trust services.

Divisha Kapur is a financial advisor with Ameriprise Financial Services, LLC, holding ChFC® and Series 63 credentials and bringing 32 years of industry experience. Prior to joining Ameriprise in 2020, Kapur spent 21 years at Hantz Financial Services, Inc. Outside of advisory work, Kapur serves as CEO of Kapur Enterprises LLC and is involved in tax preparation management through Ideal Tax Solutions, Inc. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm utilizes a combination of research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations, supported by a centralized retirement-income consulting team.

Allan Brunmeier is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he is president of The Advisor's Resource Group, Inc., where he acts as an insurance agent and assists clients with estate planning and related services. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its large scale, complex affiliate network, and recent consolidation activity.

Mary Lester is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and six years of industry experience. She has been affiliated with both Merrill and Bank of America since 2012. Outside of advisory work, she is involved with Silver Tree Creations LLC as a digital template designer and assists with social media promotion and account balancing for the business. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and various institutions.

James Pollard is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fifth Third Securities from 2008 to 2021. He is currently based in Bloomfield Hills, Michigan. Merrill, along 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 offers a range of model-based and discretionary investment strategies supported by internal and third-party managers for individual, high-net-worth, corporate, and nonprofit clients.

Thomas Greer is a financial advisor with Cetera in Troy, MI, holding a Series 66 credential and possessing 20 years of industry experience. His prior experience includes a decade at Ameriprise Financial Services and more recent roles at Victory Wealth Group and Greer Financial Group LLC. Outside of his advisory work, he serves as an elder at Heritage Church of Macomb and assists with direct sales for a kitchen products business. Cetera Investment Advisers LLC is a nationwide firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management, financial planning, and consulting services. The firm supports discretionary and non-discretionary management options with access to both affiliated and third-party managers across various program structures.

Daniel Wisniewski Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2001. 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 broad client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jason Stachura is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 20 years of investment experience. He specializes in personal retirement planning, portfolio management services, tax minimization, and retirement income. Jason and his team follow a planning-first approach, using a goals-based wealth management process to provide clients with a clear roadmap from their current financial situation to their desired future outcomes. Jason holds a Bachelor's Degree from the University of Detroit Mercy and a Master's Degree from Walsh College. He is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA). His professional principles emphasize honesty, integrity, transparency, and a strict investment philosophy designed to limit conflicts of interest. Outside of his professional work, Jason enjoys boxing, ice hockey, running, soccer, and spending time with his family.

Diane Vertin is a financial advisor with Robert Baird & Co. in Rochester Hills, MI, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. She has been with Robert Baird & Co. since 1998. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Edgar Jackson is a financial advisor with J.P. Morgan Securities in Birmingham, MI, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Citizens Bank, Edward Jones, and Clarfeld. Outside of his advisory work, he is the owner of a Christian-based publishing business focused on relationship management and serves as treasurer on the board of the Detroit Alumni Chapter of Kappa Alpha Psi Fraternity, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice and customized performance reporting supported by centralized due diligence and a range of investment-management affiliates.

Jason Vogel is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Edward Jones for six years before joining Raymond James in 2022. 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 clients, and municipal entities—and offers a range of financial planning and investment consulting services with a variety of portfolio management options.

Matthew Holmes is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Citizens Securities, Inc. Outside of his advisory role, he works as a retail sales associate in golf at Dick's Sporting Goods. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Henry Gembis is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. He is currently employed at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2024. Prior to this, he worked at Bank of America and Merrill Lynch from 2017 to 2024. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning and estate planning services supported by structured planning tools and modeling techniques.

Derek Salliotte is a financial advisor with Merrill based in Bloomfield Hills, MI, holding a Series 66 designation and 12 years of industry experience. He has worked at Merrill since 2010 and at Bank of America, N.A. since 2014. Outside of his advisory role, he serves as a finance committee member for the Grosse Ile Golf and Country Club. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Patrick Maly is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Mark Phillabaum is a Series 66 credentialed financial advisor with LPL Financial in Farmington Hills, MI, bringing eight years of industry experience. He worked at Ford Motor Company for 26 years before joining LPL Financial in 2017. Outside of his advisory role, he is involved in managing a family farm through CSRB Horizons LLC. 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, model portfolios, third-party asset management, and institutional platforms.

Clayton Sebastian is a financial advisor at Equitable Advisors with Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Jackson National Life Insurance Company and United Wholesale Mortgage. Outside of finance, he has experience working with Camp Ticonderoga. Equitable Advisors serves individual clients across a range of net worth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm’s approach involves assessing client information and risk tolerance to match them with suitable advisory models, often implemented through third-party asset managers and LPL-sponsored programs.

Joseph Longo is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, he is involved in marketing fixed insurance and annuity products and provides elder care planning through his independent insurance agency. 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 services including financial planning and access to model portfolios, combining a broad advisory platform with extensive non-advisory financial activities.