Yvette Wicker is a financial advisor with Wells Fargo Advisors in Grosse Pointe, MI, holding a Series 63 designation and 21 years of industry experience. She has worked at Wells Fargo Advisors since 2021 and previously held roles at Stifel Nicolaus & Co Inc and Wells Fargo Clearing. 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 options, including specialized services such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

Mark Bordelove is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2009. Bordelove also sells fixed annuities, insurance, long-term care, universal life, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and model portfolios.

Matthew Woryn is a financial advisor with Edelman Financial Engines in Northville, MI, holding Series 65 and Series 63 licenses and having 15 years of industry experience. He has worked with Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Stefan Lightfoot is a Financial Advisor with Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. He works closely with clients to understand their unique financial goals and develop tailored strategies to pursue their short-, mid-, and long-term objectives. Stefan provides guidance on a range of financial matters, including investing, retirement planning, liquidity management, and education planning. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Stefan focuses on areas such as college education planning, managing new wealth, personal retirement planning, retirement income, and small business strategies. He emphasizes ongoing advice and portfolio adjustments to align with clients' evolving needs and priorities. Stefan holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Central Michigan University. In addition to his professional work, Stefan is involved with Michigan DECA, reflecting his engagement in community activities related to leadership and business education.

Nicholas Adams is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Royal Alliance Associates, Inc. and Signator Investors, Inc. In addition to his advisory role, he is involved with MFC - Pinnacle Wealth Strategies, where he engages in the sales and marketing of fixed annuities, insurance products, and securities. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and managed account solutions. The firm utilizes asset allocation tools and third-party platforms to construct diversified portfolios for its clients.

Tami Vongerichten is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2000 and Bank of America, N.A. since 2014. Outside of her advisory role, she serves as a power of attorney for her parents. Merrill, along 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Brenden Kevelighan is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and previously worked with Equitable Advisors and in various government roles including the U.S. House of Representatives. Outside of financial services, he has experience working in the food service industry. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs including wrap and money-manager programs, and structures planning engagements as annual, collaborative relationships.

Brandon Harris is a financial advisor with Edward Jones in Livonia, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he served in the US Army for 22 years. Outside of his advisory role, he has been involved in several business ventures, including a minority ownership in a pizza franchise, acting as a trustee for a family-owned shirt company, and assisting with a digital application company owned by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a broad network of financial advisors and branch offices across the United States.

Tobey Miller is a financial advisor with LPL Financial in Southfield, MI, holding a Series 66 designation and 12 years of industry experience. He previously worked at Scottrade and TD Ameritrade before joining LPL Financial in 2018. Outside of his advisory role, Miller is involved in a music ministry, providing music lessons and performances. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, featuring both discretionary and non-discretionary management supported by in-house and third-party research.

Jon Russell is a Series 66 licensed financial advisor at Raymond James & Associates with 22 years of industry experience. He previously worked at Bank of America and Merrill for a total of 10 years before joining Raymond James in 2019. Outside of his advisory role, he serves as a committee member for South Lyon Travel Basketball, a youth basketball program. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Jennifer Bessen is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 22 years of industry experience. She previously worked at Hantz Financial for 13 years before joining Ameriprise Financial Services in 2017. Outside of advisory work, she serves on the Board of Directors of the University of Detroit Moms Club and is involved in tax planning and business expense tracking activities. Ameriprise Financial Services is a large diversified 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 income stability and tax-aware withdrawal strategies.

Riccardo Selva is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His work history includes roles at Primerica Financial Services and PFS Investments Inc., as well as teaching and performing music since 1994. He is also engaged as a music performer and teacher for churches and schools. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a range of investment models tailored to different client needs.

Allen Rosin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1979 and currently assists clients by helping them build wealth management strategies tailored to their individual needs. Allen emphasizes a comprehensive approach to managing wealth, focusing on listening to clients and supporting informed decision-making throughout the development of their financial strategies. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Allen earned a Bachelor's Degree from Michigan State University. His approach includes offering contrarian fixed income portfolio management through the Merrill One Investment Advisory Program.

Heather Hernesko is a Financial Advisor at Merrill Lynch Wealth Management. She joined the Kulhavi Team in 2018 as the Business Manager after spending four years as the Client Relationship Manager. Heather has dedicated the past 16 years to the financial industry. Her expertise lies in personalized wealth management and comprehensive financial planning strategies. She works closely with individuals, families, and business owners to develop customized solutions that address investments, retirement planning, tax considerations, and legacy goals. Heather holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Heather completed her high school education at Caro High School. Outside of work, she lives in Royal Oak with her daughter Haley, son RJ, and dog Maddie. She is involved with the Alzheimer's Association, Detroit Dog Rescue, and St Jude's.

Ronald Hernesko is a Financial Advisor at Merrill Lynch Wealth Management. He joined the team in 2011 after earning a Bachelor's degree in Accounting/Management from the Purdue University Krannert School of Management. Ron holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In his role, Ron manages the Covered Call, Investing for Growth, and Investing for Income equity strategies. He also contributes to implementing the high-yield and international equity strategies and handles Initial Public Offerings for the team.

John Dulude is a financial advisor at LPL Financial with 14 years of industry experience. He previously worked for Crown Capital Securities, LP for 13 years before joining LPL Financial in 2024. Outside of advising, he is involved in tax preparation and accounting, and holds a role providing non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Adam Pashak is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. 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, tax-aware withdrawal strategies, and Social Security claiming options. The firm’s approach involves a centralized team producing recommendation reports that integrate investment research and algorithmic tools, with implementation carried out by clients or their advisors.

Richard Weinerman is a financial advisor with Osaic Wealth, Inc. based in Southfield, MI, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors Corporation for 27 years. Outside his advisor role, he is involved with Impact Financial Planning, LLC as Partnership Manager, overseeing business operations including financial planning and investment advisory services. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Nicholas Conner is a financial advisor with Raymond James & Associates in Novi, MI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes long tenures at Merrill and Bank of America. Outside of advising, he owns Meadowbrook Holdings LLC, through which he holds a private aircraft. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers comprehensive financial planning and consulting, utilizing a variety of portfolio management styles supported by in-house research and affiliated sub-advisers.

Oscar Garner is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has held roles at Michigan State University’s Finance Department and Altria. Garner also worked with Oakland Hills Country Club and Bloomfield Hills Schools prior to joining Raymond James. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.