Michael Belknap is a financial advisor at UBS Financial Services with 10 years of industry experience. He has held positions at UBS since 2020 and previously worked at JPM Institutional Investments Inc. and JPMorgan Distribution Service, Inc. He holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory products.

Lisa Hachigian is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing Services since 2017, joining Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses Wells Fargo research and tools to develop tailored recommendations.

Kyle Hecht is a financial advisor with Charles Schwab in Grosse Pointe, MI, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Michigan Educational Credit Union, LPL Financial, TD Ameritrade, and E*TRADE. Outside of advisory work, Hecht and his wife are involved in passive real estate investments and serve on their homeowners association board. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by Schwab’s research and alternative investment due diligence.

Andrea Gibson is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds Series 66, Series 63, and Series 65 designations and has worked at Primerica Advisors since 2021. Prior to this, she was employed at ITC Holdings for 10 years. Gibson also operates Gibson Financial Group LLC, an investment-related business affiliated with Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through established third parties.

Arthur Mojares is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. He previously worked at Cambridge Investment Research Advisors and SPC, among other firms. He serves as a board member of the Philippine Chamber of Commerce and is involved in independent insurance through Mojares Capital Management LLC and Mojares Insurance Group, LLC. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with discretionary and non-discretionary management supported by research and model portfolios.

Matthew Smith is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 22 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He volunteers with the Finseca Foundation, supporting their research and educational initiatives. 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.

Joe Cattaneo is a Planning Consultant at Fidelity Investments, where he has been working since 2026. Prior to his current role, he served as a Relationship Manager at Fidelity Investments from 2024 to 2026, and at Gregory J. Schwartz & Co. from 2017 to 2024. Joe approaches financial planning as a partnership, focusing on understanding what matters most to each client and maintaining open and collaborative communication. He works to co-create financial plans that are personal, clear, and built on trust. Outside of work, Joe enjoys boating, fitness, social events with friends, movies, and parenthood.

Steven Riga is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 credentials. He has 43 years of industry experience, including prior roles at Morgan Stanley Private Bank, N.A. He has ownership interests in several real estate-related entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory.

Melissa Johnson is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she manages an advisory business through Bedrock Acquisitions LLC. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations, supported by a centralized consulting team.

Kristen Faris is a financial advisor with UBS Financial Services in Farmington Hills, MI, holding a Series 66 designation and 18 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, blending proprietary capital market assumptions, model-based asset allocations, and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Chad Blackstone is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Cetera Advisors LLC and Rocket Mortgage/Quicken Loans. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Brock Caufield is a financial advisor at Morgan Stanley with one year of industry experience and holds the Series 66 designation. His prior roles include positions at Foreside Fund Services, Rock Harbor, and involvement with professional hockey teams such as the Reading Royals and Newfoundland Growlers. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools to model outcomes but does not include individual security recommendations in its standalone planning service.

Eric Machus is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2015. Outside of his advisory role, he serves as vice president of Machus Enterprises, Inc., assisting with administrative tasks related to family-owned property, and owns Machai Aviation, which holds an airplane. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, risk, and wealth-transfer planning. Advisors use Wells Fargo research and tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Andrew Tomlinson is a financial advisor at OSAIC with 31 years of industry experience. He has held roles at American Portfolios for 16 years and has managed his own advisory services since 2003. He holds Series 63 and Series 66 designations and is based in Sterling Heights, MI. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk evaluation, and managed accounts utilizing a variety of investment products and third-party platforms.

Brendan Byrne is a financial advisor with Edward Jones in Sterling Heights, Michigan, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Wilson Chevrolet Inc. from 2015 to 2019. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Nicholas Nowakowski is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Waggoner Financial and Michigan State University. UBS Financial Services Inc. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Gabriella Maniaci is a CFP® with five years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. Prior to joining Baird, she worked at Quicken Loans and Meridian Health Plan. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a combination of manager-traded and model-traded separately managed account strategies, along with tax management and direct-indexing capabilities, supported by internal research and tools including artificial intelligence.

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.

Wendy Wilson is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 65 and Series 66 designations and has 24 years of industry experience. Wilson has been associated with Raymond James in various capacities since 2001 and co-owns Southworth & Wilson Inc. in Troy, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting aligned with client goals and supports a broad network of advisors and affiliated firms.

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.