Arthur Mojares is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. Prior to joining LPL Financial, he worked at Cambridge Investment Research Advisors, Inc. 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 a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diversified investment and retirement solutions, with advice delivered primarily by investment adviser representatives using a combination of proprietary and third-party investment models.

Matthew Smith is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Financial Advisors, LLC. Outside of his advisory work, he volunteers with the Finseca Foundation, assisting in promoting research and education efforts. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm typically implements investment strategies using model portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset manager access, and participation in wrap programs.

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 17 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing for nine years. Outside of his advisory role, he is involved in several family-owned and personal business ventures, including serving as vice president of Machus Enterprises, Inc., and owning an aviation company. 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 that include retirement, education, risk, and wealth-transfer planning. The firm employs tailored recommendations based on proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Andrew Tomlinson is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios for 16 years. Tomlinson also maintains an ongoing independent advisory practice and has involvement in insurance and fixed annuities outside of his advisory role. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm provides a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of managed portfolio solutions.

Brendan Byrne is a financial advisor at Edward Jones in Sterling Heights, MI, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he spent four years at Wilson Chevrolet Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

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 18 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley for 10 years. Brown is based in Birmingham, MI. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services.

Andrew Mette is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 designation. He has one year of industry experience and previously worked at Spartan Spirit Shop, Michigan State University, and Freedom Boat Club. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services.

Matt Tallman is a Financial Consultant at Fidelity Investments. He has over 10 years of experience in banking, investments, financial, and wealth planning. His role involves assisting clients and their families with retirement planning, investment strategy, and general investing to help pursue their financial goals. Before joining Fidelity Investments in 2021, Matt worked as a Financial Solutions Advisor at Bank of America Merrill from 2017 to 2021. Prior to that, he held positions as an Investment Consultant at Scottrade from 2015 to 2017 and as a Personal Banker - Small Business Specialist at JPMorgan Chase from 2013 to 2015. He was born and raised in Michigan. Outside of his professional work, Matt has personal interests that include board games, fitness, golf, outdoor adventures, pets, and traveling.

Bishnu Dhar is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked with Ameriprise and its affiliated entities since 2016. Dhar is based in Troy, MI. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Paul Demark is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior roles include a decade with Morgan Stanley and four years with Morgan Stanley Private Bank. Outside of advising, he is president and owner of Demark LLC, a business through which he manages certain non-investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income plans and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.