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.

Jennifer Brown is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at Morgan Stanley for 10 years before joining Baird in 2026. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Jacob DePillo is a Financial Consultant at Fidelity Investments, focusing on partnering with individuals and families to help them work toward their financial goals. He collaborates with clients to build personalized financial plans and find strategies tailored to their priorities. He has held roles at Fidelity Investments since 2023, initially as an Investment Consultant before becoming a Financial Consultant in 2024. Prior to that, he served as a Financial Consultant at E*TRADE from Morgan Stanley between 2021 and 2023, a Financial Advisor at MassMutual Great Lakes from 2020 to 2021, and a Financial Consultant at Equitable Advisors from 2019 to 2020. Outside of his professional work, Jacob enjoys baseball, family activities, football, golf, spending time at the lake, and traveling.

Edward Smith is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at Prudential Insurance Company of America since 1987 and joined LPL Enterprise in 2024. Smith serves as Rotary District Governor Nominee Designate for Rotary District 6400. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of financial products, combining advisory services with insurance offerings through an affiliated agency.

Norman Turfe is a financial advisor at Edward Jones with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its large nationwide network of advisors and branch offices.

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 Lamb is a Series 66-licensed financial advisor with UBS Financial Services in Troy, MI, where she has worked since 2007, accumulating 15 years of industry experience. Outside of her advisory role, she is involved in retail operations at Bath and Body Works. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research to tailor client strategies.

Kenneth Weiss is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cetera. He has been affiliated with Cetera and related entities since 2016. In addition to his advisory role, he is involved in financial planning through David A. Jaffa and Company and holds a license to sell life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various program options and access to affiliated and third-party managers, overseeing over $256 billion in assets under management.

Craig Felhandler is a financial advisor with LPL Financial in Farmington Hills, MI, holding Series 63 and Series 66 credentials and 30 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for five years and has two separate tenures at LPL Financial totaling 11 years. Felhandler Financial, his personal business, focuses on non-variable insurance related to his investment advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management alongside model portfolios, third-party research, and various institutional programs.

Ryan Warezak is a financial advisor at Morgan Stanley with a Series 66 credential and less than one year of industry experience. Prior to joining Morgan Stanley, he held roles at Kalamazoo College and worked within collegiate athletic departments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Robert Martinez is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with an emphasis on public finance and municipal work.

Jon Vigi is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Walter Schram is a financial advisor with Ameriprise in West Bloomfield, MI, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at UBS Financial Services from 2006 to 2017 and has been with Ameriprise since 2017. Outside of his advisory role, he is involved in real estate business ownership. Ameriprise serves clients primarily through retirement-income planning services targeting individuals with significant net investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Andrea Waidner is a financial advisor with OSAIC in Birmingham, MI, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC Wealth Inc., she worked at Investment Consulting Group and has experience in various non-financial roles including positions at Randolph's Salon and Ulta. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and employs a variety of asset allocation and portfolio 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.

De Andre Bell is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Infinex Investments, Flagstar Bank, and Citizens Securities. Outside of his advisory work, he owns a lawn maintenance business and performs as a percussion musician at Macedonia Baptist Church. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary advisory services with access to discretionary separately managed accounts and alternative investments within a highly integrated operational structure.

Daniel Byrd II is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2018, following prior roles at Ameriprise Financial Services and National Planning Corporation. He also serves as a successor trustee for a discretionary trust in Howell, Michigan. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Thomas Folino is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2005 and Bank of America since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader platform, providing access to various financial products and services.

Christopher Lowry is a CFP® professional with 18 years of industry experience, currently affiliated with OSAIC since 2018. Prior to joining OSAIC, he worked for Signator Investors Inc for 10 years. He serves as Director of Retirement Strategies for Retirement Strategies of Michigan, a sole member LLC involved in retail securities and insurance products. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, offering both discretionary and non-discretionary account management.

Dmitry Arshansky is a Series 66-licensed financial advisor with 22 years of industry experience, currently affiliated with LPL Financial since 2009. He is based in Farmington Hills, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.