Peter Strek is a financial advisor with RBC Capital Markets in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2009 and has been with City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.

Nicole Haines Livesay is a Series 66 licensed financial advisor with Morgan Stanley in Birmingham, MI, bringing 13 years of industry experience. She has worked at Morgan Stanley since 2020 and previously held roles at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

Giuseppe Leone is a financial advisor with Fisher Investments, holding a Series 66 designation and 14 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct globally diversified portfolios and employs various risk management and tax-aware strategies.

Frank Banks is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with Morgan Stanley Smith Barney LLC and has previously worked at Wells Fargo Clearing, Morgan Stanley Private Bank, and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by proprietary tools.

Darcy Andrews is a financial advisor at UBS Financial Services with 16 years of industry experience. Prior to joining UBS in 2021, Andrews worked for The Huntington Investment Company from 2009 to 2021. He holds Series 63 and Series 65 designations. 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, employing proprietary research and model-based asset allocations to tailor client plans.

Timothy Sudz is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of America from 2008 to 2021. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Plovie is a Series 66 credentialed financial advisor with 21 years of experience. He has been with Merrill since 2004 and also works with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Brendan Cairney is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and one year of industry experience. His background includes internships and academic roles at the University of Illinois Springfield as well as various positions in education and self-employment prior to entering the financial advisory field. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs, including third-party managers and proprietary strategies, focusing on client-specific risk tolerance and matching clients to appropriate investment solutions.

Kurtis Beethem is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors and National Planning Corporation. Outside of his advisory work, he presents investment-related seminars through White Glove Workshops. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brett Gasper is a CFP® professional affiliated with UBS Financial Services in Troy, MI, with 24 years of industry experience. He has been with UBS since 2003. Outside of his advisory role, Gasper is involved with Stand Up for Financial Literacy, where he advocates for financial education and participates in fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Thomas Forberg is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation. He is based in Rochester, MI, and has been in the industry since 2025. Outside of finance, he has worked in various roles including positions in hospitality and education. Cambridge Investment Research Advisors serves individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers a variety of account platforms and proprietary model strategies.

Kenneth Mittelbrun is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as an umpire for baseball and softball with the Michigan High School Athletic Association. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-related financial planning services.

William Monteith is a financial advisor with LPL Financial in Farmington Hills, MI, holding a Series 66 designation and 23 years of industry experience. His prior work includes 21 years at Linsco Private Ledger and one year at Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning and a variety of investment programs and platforms, supporting advisors with research and operational tools.

Kristen Hassett is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and 22 years of industry experience. She has worked at Bank of America and Merrill since 2016. Outside of her advisory role, she owns Blue Fairy Farms LLC, a limited liability company through which she sells handmade crafts and plants. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies developed by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Weidner is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Ameriprise, Citizens Securities, Citizens Bank, and several other firms. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and advisory services that emphasize client-directed implementation and a variety of portfolio management styles.

John Schuch is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 credential. His work history includes roles at Voya Financial Advisors, Inc. and J.J. Astor Financial. Outside of his advisory work, he is a sailing instructor at Bayview Yacht Club, teaching basic sailing on Lake St. Clair and the Detroit River. Cetera serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and unaffiliated third-party managers and a range of program options.

Scott Sumner is a financial advisor with LPL Financial, holding a Series 63 designation and over 19 years of industry experience. He previously worked at Sigma Planning Corporation for 16 years and has operated Sumner & Associates since 1991. Outside of advising, he is involved in legal services through Sumner & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Gerald Dooley is a financial advisor at Charles Schwab with 16 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2019. Prior to that, he was employed at Bank of America and Merrill from 2016 to 2019. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Eric Singer is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services alongside proprietary research and data analytics.

Craig Balter is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Rochester, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.