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 at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019. Prior to that, he was employed at Nordstrom and Oakland University. Merrifield is also involved in a trust-related business activity based in Beverly Hills, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

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 with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and works concurrently at JPMorgan Chase Bank, N.A. since 2018. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

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.

Sehra Elyas is a financial advisor at Fidelity with Series 65 and Series 63 credentials and three years of industry experience. She has worked previously 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 retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers both discretionary and non-discretionary advisory services.

Daniel Delmastro is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, Delmastro is involved in volunteer firefighting in Troy and organizes social events for young professionals through a local networking group. He also performs piano at public events as a small business owner. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, offering detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored retirement planning, emphasizing Ameriprise-managed accounts and utilizing algorithmic tools overseen by an internal committee.

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 at Merrill with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase Bank, and Rocket Mortgage. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Thomas Buhl is a financial advisor with Wells Fargo Advisors based in Grosse Pointe, MI, holding a Series 66 designation and 27 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2011. Outside of his advisory role, he is involved in managing a professional motorsports team through an LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and delivers tailored recommendations using proprietary research and planning tools, with optional implementation through various brokerage or advisory programs.

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.

Fernando Quattrociocchi Jr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He previously worked at Comerica Securities for 23 years and Ameriprise for four years. Outside of Morgan Stanley, he is involved in independent insurance brokering and works with a cash management platform for corporate and institutional clients. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and modeling tools but generally advises without providing individual security recommendations.

Noah Roberts is a financial advisor with Equitable Advisors in Troy, MI. He holds a Series 66 designation and has approximately one year of industry experience. His prior work experience includes roles at Ashford Inc., Hilti North America, and involvement with Baylor Business Fellows. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing a range of third-party and proprietary investment solutions.

Dion Stevens is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and The Auto Club Group. Outside of financial services, he worked at Asphalt Specialist, Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various affiliated non-securities products and services.