Kelly Tucker is a financial advisor at Osaic with seven years of industry experience. She holds the Series 65 and Series 63 credentials and has worked previously with Securities America, Inc., Securities America Advisors, CoreCap Advisors, and Hakim Financial. Tucker is also a licensed insurance agent and owns an advisory business. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies across a range of investment programs.

Michael Wharton is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. He also presents seminars as an instructor for LifeSpan, an employee education organization based in Detroit. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Steven Guglielmetti is a financial advisor at LPL Financial with 35 years of industry experience. He previously worked at Commonwealth Financial Network for 21 years and has operated First Financial Planners since 2000. Guglielmetti holds Series 63 and Series 66 credentials. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and third-party asset management through a large network of advisors, combining advisory services with a broad range of financial products.

Michael Gulawsky is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held roles at MPM Companies LP and United Parcel Service among others. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers as well as non-securities products and affiliated insurance services.

Robert Declercq is a CFP® and holds a Series 66 designation with 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. for nine years before joining Stifel in 2025. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Jacob Ritchie is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and also operates a tax preparation and accounting business. Prior to joining LPL Financial, he has experience at US Tax and has worked in various roles since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting advisory services through a broad network of investment adviser representatives.

Stephen Bratta is a financial advisor with Ameriprise in Oakland, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its predecessor firms since 2006 and is also a co-owner of a consulting business, Advisor Legacy, and owner of Bedrock Acquisitions, LLC, which is used for practice acquisitions. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Anthony Bucci is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 66 credential and has worked previously at Securities America Advisors, OneAmerica Securities, and Equitable Advisors. Outside of his advisory work, Bucci is an author of a financial blog and serves as an assistant lacrosse coach at Notre Dame Prep High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors who utilize both proprietary and third-party strategies.

Jason Braun is a financial advisor with UBS Financial Services in Troy, MI, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Christopher Beauvais is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He previously worked at Lincoln Financial Advisors for 13 years and had shorter tenures at OSAIC and DeRoy & Devereaux before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory 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 sources and tax-aware withdrawal strategies. The firm’s approach includes restrictive enrollment criteria and investment recommendations influenced by an affiliated product ecosystem and distribution arrangements.

Ian Cole is a financial advisor with Thrivent Investment Management in Mount Clemens, MI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Trevco, Inc. and Shinola Detroit. Outside of his advisory work, he is the president and owner of Mount Clemens Brewing Company, a business involved in brewing and distributing beer to retailers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across a broad range of financial topics without discretionary trading authority, and clients may combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Effie Katsis is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she operates Sena Solutions LLC, a restaurant concepts consulting company. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of advisory and brokerage offerings.

Danielle Caralis is a financial advisor with UBS Financial Services in Detroit, MI, holding a Series 66 designation and two years of industry experience. Prior to joining UBS in 2023, she worked at PNC Bank NA for 13 years. Outside of her advisory role, she serves as President of the Board of Directors for the Grosse Pointe Theatre, a local community theatre group with a 75-year history. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Kerry Lacy is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has a longstanding career as a professional musician and bass player. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and broker-dealer and insurance services through affiliated entities.

Michael Kaline is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 65 and Series 66 licenses and having 22 years of industry experience. He previously worked at Ashton Young, Inc. and LSG Financial LLC before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Caren Boatman is a financial advisor at Ameriprise with 13 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, emphasizing managed accounts and algorithmic automation in its advisory process.

Gary Brown Jr. is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at PNC Investments, JPMorgan Chase Bank, and Raymond James Financial. Brown is also employed in a customer service role at Gleba and Associates in Troy, MI. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Dylan Seibold is a financial advisor with LPL Financial based in Sterling Heights, MI, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial and Genisys Credit Union, he worked as a general contractor and has experience in pest control and higher education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Prechtel is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at VMG Health, T. Rowe Price, Prudential Financial, and Doordash. Outside of his advisory work, he operates a separate business under the name At Aspen LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models, including third-party sponsored programs, and offers ERISA fiduciary services to qualified plans.