Naomi Stiekes is a financial advisor at Primerica Advisors with over 43 years of industry experience. She has been with Primerica Advisors since 1982 and holds Series 63 and Series 65 designations. Outside of advisory services, she is involved in sales of investment-related products and participates in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its advisory services.

David Jozefiak is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Woodbury Financial Services and Questar Asset Management. Outside of advisory roles, he participates as a movie extra and serves as president of Next Degree Financial, LLC, an insurance agency. OSAIC serves a diverse client base including individual and institutional investors, offering a range of investment advisory and brokerage services supported by proprietary asset-allocation tools and access to third-party money managers.

Teri Prause is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations primarily for clients with assets managed within Ameriprise.

Joel Atallah is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His work history includes roles at Fidelity Investments, Equitable Advisors, and several other firms spanning legal, academic, and counseling sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration with the CFTC as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of AI and algorithmic methods in its investment process.

Gezim Kello is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. His prior work includes roles at Northwestern Mutual and Morgan Stanley. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Jack Jerzewski is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at NYLife Securities LLC, American United Life, and OneAmerica Securities. He serves as president of the National Association of Insurance and Financial Advisors in Dewitt, MI. LPL Enterprise serves a diverse client base including individuals, retirement plans, 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.

Catherine Branch is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 32 years of industry experience. She has been with various Wells Fargo entities since 2009, including Wells Fargo Advisors Financial Network since 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, risk, and wealth-transfer planning, and delivers tailored recommendations supported by Wells Fargo research and planning tools.

Justin Hulett is a financial advisor with LPL Financial in Troy, MI, holding the CFP® and ChFC® designations and possessing 25 years of industry experience. He has been with LPL Financial for 15 years. Outside of his advisory role, he is involved with Grand Slam Getaways, LLC, a short-term rental property business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Jaime Wichlacz is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 credential and three years of industry experience. His prior work includes roles at The Guidance Center and the University of Detroit Mercy. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jean Charles Wilhelm is a financial advisor with Morgan Stanley in Troy, MI, holding CFP® and Series 66 designations and seven years of industry experience. His prior work includes roles at Ameriprise and Key Management Group, as well as a position at the University of Michigan. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients directly and through corporate financial planning agreements.

Joseph Fisher is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, following a tenure at Morgan Stanley Smith Barney LLC beginning in 2010. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market outlook models.

Mikhail Youdin is a CFP® professional with 11 years of industry experience, currently serving at Edward Jones in St Clair Shores, MI since 2014. He also works as an adjunct professor at the University of Detroit Mercy, teaching Economics courses both in-person and online. Edward Jones is a full-service wealth management firm that serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,000 financial advisors.

Lori Oancea is a financial advisor with Cetera, holding Series 66 and Series 63 designations and possessing 19 years of industry experience. Her prior roles include positions at Voya Financial Advisor, MassMutual, and Signator/JHFN SII. Outside of her advisory work, she serves as Director of Financial Planning for the Certified Financial Planner program at Oakland University and maintains a limited law practice focused on estate planning and probate through Horizon Legal Services, PLLC. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Neil Dylewski is the Vice President, Wealth Planner at Fidelity Investments, where he focuses on partnering with clients to understand their unique financial visions and long-term goals. He leverages his knowledge, experience, and Fidelity's resources to co-create and maintain personalized wealth plans tailored to clients' income, investment, and wealth transference needs. Neil has held multiple roles at Fidelity Investments since 2013, progressing from Financial Representative to his current position. His earlier experience includes serving as a Wealth Planner at Cambridge Investment Research from 2006 to 2010 and as a Financial Representative at Northwestern Mutual Investment Services from 2003 to 2006. Outside of his professional work, Neil enjoys cooking and baking, spending time with family, fitness activities, kayaking, music, and outdoor adventures.

Fritz Tompkins is a Financial Consultant at Fidelity Investments, where he works with clients to develop financial plans tailored to their specific needs. He collaborates with clients to manage risk and create strategies that address wealth planning, insurance, investments, tax-efficient investing, and estate planning to help maximize family wealth. Tompkins has been with Fidelity Investments since 2011, holding various roles including Planning Consultant, Relationship Manager, Financial Representative, Stock Plan Consultant, and Core Service Trading Representative. This progression reflects his extensive experience in the financial services sector.

Kaelynn Veneri is a financial advisor at Morgan Stanley in Troy, MI, holding a Series 66 designation. She has one year of experience in the industry, with prior roles at several firms including Framework E and Skillman Group PLC. Veneri has also worked as a real estate agent for over a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with an emphasis on structured financial planning supported by proprietary tools and models.

David Di Fiore is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023. Prior to that, he spent seven years at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and analytical tools, managing approximately $2.74 trillion in client assets.

Steven Desmet is a financial advisor with Raymond James & Associates in Rochester, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2002. He is also a partner in The Lost Cause Investment Club, a private investment group he has been involved with for over 15 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and investment consulting, combining multiple portfolio management styles with in-house research and affiliated sub-advisers.

Sean Clancy is a CFP® and holds a Series 66 designation, currently affiliated with Cambridge Investment Research Advisors. He has seven years of industry experience and has previously worked at LPL Financial and Amrock. Outside of his advisory roles, he is involved as a youth basketball coach in Warren, MI. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary models and third-party strategies across multiple platform arrangements.

Dean Weaver is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, Weaver is involved in several business ventures including ownership and management roles in real estate and a consumer products business. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, notable for its specialized Premier Retirement Income service that provides tailored retirement planning advice and utilizes proprietary research and tools.