Corey Staub is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial since 2021. He previously worked at Sigma Financial Corporation for 19 years and operates Staub Financial Services, which he founded in 1998. In addition to his advisory work, Staub is a licensed agent for fixed annuities and various insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, including model portfolio management and retirement plan consulting, utilizing research from both internal and third-party sources.

Thomas Klamo is a financial advisor at Mass Mutual Investors Services with 23 years of industry experience. He holds the Series 66 designation and has worked at MassMutual Life Insurance Co since 2016 and MetLife Securities Inc. from 2015 to 2017. He has also been affiliated with Wayne State University since 1988. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and annual collaborative planning engagements.

Darin Mcbride is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS since 2005 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

James Taegel is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Cambridge in 2017, he worked at National Planning Corporation for five years. Taegel serves as chairman of the board of directors for The Financial Wellness Project. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, nonprofits, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based strategies.

Tia Wallington is a financial advisor at Ameriprise with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise since 2015. Outside of her advisory role, she manages a rental property business. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports.

James Rivard is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley since 2009 and currently serves at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a board member and part of the finance committee at Pine Lake Country Club in West Bloomfield, Michigan. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured discovery conversations and firm-approved planning tools to develop plans, managing approximately $2.74 trillion in client assets.

Elena Ajluni is an Investment Consultant at Fidelity Investments, where she supports clients and their families throughout their financial planning journey. She collaborates with clients to establish and evaluate long-term personal and investment goals, ensuring alignment with their specific needs and retirement aspirations. Elena began her role at Fidelity Investments in 2024. Her professional focus includes providing personalized guidance to help clients feel confident with their investment planning. Outside of her professional work, Elena enjoys cooking and baking, participating in family activities, fitness, exploring food as a foodie, attending social events with friends, and reading.

Cameron Peel is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked at Baird since 2024. Outside of his advisory role, he is the owner of Dog Gear Co., an e-commerce business. Robert Baird & Co. is an institutional firm whose Private Wealth Management practice advises individuals, families, pensions, corporations, and charitable organizations. The firm offers a range of portfolio and consulting services, including discretionary and non-discretionary management, separately managed accounts, and municipal advisory services.

Vincenzo Russo is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In this role, he provides personalized guidance to clients, focusing on building trust and helping them pursue their financial goals through strategic planning. His services include retirement planning, investment guidance, asset consolidation strategies, and supporting clients in navigating financial decisions. He holds a Bachelor's Degree from Michigan State University and has earned the Personal Investment Advisor (PIA) designation. Vincenzo's approach emphasizes understanding clients' priorities and simplifying complex financial concepts into actionable plans. Outside of his professional work, Vincenzo's interests include basketball, boating, bowling, pickleball, and running.

Samantha Miller is a Series 66-credentialed financial advisor with Morgan Stanley, where she has worked for four years. Her prior experience includes roles at Shipt and the Rusty Bucket Restaurant & Tavern. Outside of her advisory work, she is involved as an employee of Twitch Interactive Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-sponsored financial planning services.

Ronald Cramer is a financial advisor at LPL Financial in Troy, MI, holding the CFP® and Series 63 designations with 24 years of industry experience. His prior roles include positions at Financial Services Group of Michigan, Inc. and LPL Financial LLC, where he has worked since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research from various sources.

Doris Dollar Kuretich is a financial advisor with LPL Financial, holding a Series 63 designation and over 30 years of industry experience. She has been with LPL Financial since 2014. In addition to her advisory role, she is involved in accounting and tax preparation activities through her own businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a range of portfolio management strategies and research resources.

Sherwyn Labovitz is a financial advisor with Wells Fargo Clearing in Birmingham, MI, holding Series 63 and Series 65 credentials and over 56 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Labovitz has a minor ownership role in JZL Enterprises, LLC, a non-investment-related business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice based on an IPS-driven process grounded in modern portfolio theory. The firm includes insurance-related and bank deposit sweep options among its investment offerings, serving institutional clients with tailored plan solutions.

Christopher Marchand is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a notable focus on public finance and municipal services.

Keith Dean is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having worked at Jpmorgan Chase NA since 2008. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Mikaila Mc Carthy is a financial advisor at Ameriprise Financial Services, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Royal Alliance Associates, Inc. and Blumark Financial Advisors. Outside of her advisory role, she is involved in independent insurance brokering, specializing in disability income. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling techniques with algorithmic automation to deliver personalized, non-discretionary retirement advice.

Michael Burkhardt is a financial advisor with Merrill in Shelby Township, MI, holding Series 63, 65, and 66 designations and bringing 35 years of industry experience. He has worked with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999 and Bank of America, NA since 2009. Merrill provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates investment management with Bank of America’s broader platform, providing access to a wide range of products and services.

Lisa Long Margolis is a financial advisor at UBS Financial Services with 30 years of industry experience. She held a position at Morgan Stanley Smith Barney LLC from 2009 to 2022 before joining UBS in 2022. She holds Series 63 and Series 65 credentials. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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 model-based asset allocations to tailor client plans.

Kenneth Borg is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at Ameriprise and Comerica Securities. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm provides wealth advisory planning and investment consulting through non-discretionary plans and offers a broad range of wrap fee programs and institutional consulting services.

Robt Lineberger is a financial advisor with Equitable Advisors, holding a Series 66 credential and six years of industry experience. His prior experience includes roles at Jackson National, Penske Automotive, and Michigan State University. He also serves as an assistant baseball coach for South Oakland A's Baseball, working with 9-year-olds on a volunteer basis. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.