Brian Staniszewski is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. He has four years of industry experience, including roles at Fidelity Investments, Allstate Financial Services, Rocket Mortgage LLC, Charles Schwab & Co., and Quicken Loans Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage funds.

Jeremy Schmidt is a financial advisor with Charles Schwab in Troy, MI, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been associated with Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves 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 offers a blend of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing services.

Joseph Sarnecky is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he has served as president of the Lanse Creuse Public Schools Foundation and manages his son’s soccer team. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models delivered through in-house programs and third-party managers, offering products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Matthew Merrifield is a financial advisor with Morgan Stanley in Troy, Michigan, holding a Series 66 designation and bringing seven years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019, following three years at Nordstrom. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and strategic investment insights.

Keegan Raleigh is a financial advisor with Ameriprise in Shelby Township, MI, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at The Huntington Investment Company from 2008 to 2026 before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Molly Gardner is a financial advisor at Ameriprise with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Huntington Investment Company and The Huntington National Bank. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm uses a centralized team, proprietary tools, and a defined investment universe that includes affiliated products.

Michael Simonds is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with LPL Financial since 2009. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services primarily through investment adviser representatives using a range of investment strategies.

Reagan Paulina is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors, Reagan worked at PK Prospects and held positions at Wayne State University and Oakland University. Reagan serves as a second power of attorney for a family member. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs for individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s advisory approach includes matching clients to investment models and managers, using third-party and proprietary resources, and offering a range of investment products and ERISA fiduciary services.

Benjamin Labadie is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has held roles within JPMorgan Chase Bank, N.A. and Chase Investment Services Corp. prior to his current position. Labadie holds the Series 63 and Series 65 credentials. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, incorporating an ESG eligibility framework, with implementation support from affiliated investment-management entities.

Aaron Busse is a financial advisor with LPL Financial based in Troy, MI, holding Series 63 and Series 66 credentials and eight years of industry experience. His background includes roles at Edward Jones and United States Steel Corporation. He is also involved with The Busse Group, LLC in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Dominic Fazzolari is a financial advisor at Ameriprise with 11 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2013. Outside of advising, he serves on the board of directors for Excel Networking. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sehra Elyas is a financial advisor at Fidelity with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Fidelity Investments in 2022, Elyas held roles at United Wholesale Mortgage, Quicken Loans - Rocket Auto, Chemical Bank, Capital Michigan, and Remax Crown Properties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Giuseppe Viviano is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior roles include positions at J.P. Morgan Securities, Empower Financial Services, and Hantz Financial Services. Outside of finance, he has been involved in entrepreneurial ventures such as Give and Grow Mushrooms. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a range of insurance and trust services.

Quinn Wright is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2025, he worked at OSAIC, FSC Securities, Edward Jones, and Panalpina. Wright serves on the City of Madison Heights City Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions supported by investment adviser representatives using various model portfolios, third-party subadvisors, and customized strategies.

David Patton is a financial advisor at Cetera with 25 years of industry experience and holds a Series 66 designation. His prior work experience includes roles at Home Depot and Sur La Table. Outside of advising, he owns and operates businesses involved in real estate financing and home remodeling, and he also sells fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with access to both affiliated and third-party investment managers.

Emerald Haan is a financial advisor with LPL Enterprise holding a Series 66 credential and four years of industry experience. Prior to joining LPL Enterprise in 2024, Haan worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, Haan works part-time as a bartender at Bells Eccentric Cafe for large events. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and a range of insurance and non-securities products through affiliated entities.

Jeremy Wonch is a financial advisor with Merrill in Madison Heights, MI, holding Series 63 and Series 66 licenses and two years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Rocket Mortgage. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Thomas Buhl is a financial advisor with Wells Fargo Advisors in Grosse Pointe, Michigan, holding a Series 66 designation and having 27 years of industry experience. His career includes prior roles at UBS Financial Services, Ferris, Baker Watts, LLC, and Merrill. Outside of his advisory work, he is involved in managing a professional motorsports team through an LLC he co-owns. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory with other financial products and referral channels.

Anthony Fodale is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior work includes roles at Wayne State University, Sunrise Convenience Stores, and Jet's Pizza. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and also offers access to third-party asset managers and financial planning services.

Hunter Chappell is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at the University of Michigan Flint and Action Water Sports. Ameriprise serves individuals approaching or in retirement, primarily those with substantial investable assets, by providing retirement-income planning through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions.