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.

Morgan Wolfe is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously worked at Central Michigan University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning 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.

Peter Millar III is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at NYLIFE Securities Inc, New York Life Insurance Company, and Tarr Financial. Outside of advising, he has long-term experience in the food retail sector. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by proprietary research and third-party subadvisors.

Giuseppe Viviano is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has previously worked at firms including J.P. Morgan Securities and Empower Financial Services. Outside of advising, Viviano has been involved in various business ventures spanning the food and marketing industries. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Quinn Wright is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including Edward Jones and FSC Securities. Quinn is also involved in local government, serving on the City of Madison Heights City Council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and external sources.

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 designation and four years of industry experience. Prior to joining LPL Enterprise, Emerald worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial services, Emerald works part-time as a bartender for large events at Bells Eccentric Cafe. LPL Enterprise serves a diverse client base 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 range of brokerage and insurance products via an integrated platform.

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.

Anthony Fodale is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. His background includes roles at Wayne State University and various retail and educational positions prior to joining the firm. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services using an integrated platform that combines advisor programs with the sale of financial products and access to model portfolios and third-party asset managers.

Richard Cech Jr. is a financial advisor at OSAIC with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked in various capacities including providing certified public accounting services through his sole proprietorship. His career includes roles at FSC Securities Corporation and his own CPA practices. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a wide range of investment options and uses tools such as asset-allocation models and automated rebalancing to manage portfolios on both discretionary and non-discretionary bases.

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.

Noah Roberts is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Ashford Inc., Hilti North America, and Baylor Business Fellows. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver both advisory and brokerage solutions.

Kevin McCarthy is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Securities America Advisors, Inc. from 2016 to 2024. Outside of advisory services, he serves as president of the Long Lake Pines Association, overseeing budgeting, contractual obligations, and board activities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios for individual, corporate, and charitable investors.

Dion Stevens is a financial advisor at LPL Enterprise, holding a Series 66 designation with three years of industry experience. His background includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as prior experience outside finance as an Asphalt Specialist. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, and brokerage products through an integrated platform that combines investment advice with insurance and lending solutions.

Michael Ringler is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 28 years of experience in the financial services industry, including long-term roles at Avantax and his own firm, Ringler & Co., PC. He is also the owner of Ringler Wealth, LLC, through which he provides financial services and insurance brokerage, specializing in life, long-term care, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements with clients.

Darren Welch is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, he held positions at Ally Bank and has worked in various roles including at educational institutions and hospitality businesses. He is based in Troy, MI. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Jason Baird is a financial advisor with OSAIC based in Washington, Michigan, holding Series 63 and Series 65 certifications and bringing 18 years of industry experience. He has worked at OSAIC since 2019 and previously held roles at Aurora Securities and Concorde Investment Services. Outside of advisory work, he serves as a non-voting board member for Verlinde Insurance Agency. OSAIC serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios managed on a discretionary or non-discretionary basis.

Daniel Fisher is a financial advisor with Raymond James & Associates in Troy, MI, holding a Series 66 designation and eight years of industry experience. His career includes roles at Raymond James Financial Services, Royal Alliance Associates, and Michigan Financial Companies. Outside of advising, he owns a small gutter cleaning business serving residential neighborhoods. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and various organizations, offering financial planning and consulting with a range of portfolio management styles and municipal advisory services.

Clayton Kendrick is a financial advisor with LPL Enterprise LLC and holds the Series 66 designation. He has been in the financial services industry since 2022, with prior experience at Senior Life Services and Academy Mortgage Corp. Outside of advising, he is involved in mortgage and real estate services through Total Home Lending. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through its integrated platform.