Christopher Branick is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He focuses on enhancing clients' financial literacy and partners with them to set and pursue both short and long-term financial goals through intentional investment decisions. He utilizes Fidelity's resources to help clients develop efficient and effective financial plans tailored to their priorities. Prior to joining Fidelity Investments, Christopher worked as a Financial Advisor at PNC Investments from 2018 to 2022. His earlier experience includes positions as an Investment Consultant at Scottrade from 2015 to 2018 and as a Financial Advisor at Merrill Lynch in 2013. The information provided does not include details about his education, credentials, personal interests, or community involvement.

Jillian Gallozi is a Series 66-licensed financial advisor at Raymond James & Associates with three years of industry experience. She has previously worked at Morgan Stanley and Ameriprise. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mayank Desai is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 16 years of industry experience. He has worked with Equitable and its predecessor entities since 2009. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid advisory and brokerage model that emphasizes tailored client intake and uses a range of referral and implementation structures.

Richard Gilbertson is a financial advisor at Equitable Advisors with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999, previously associated with Axa Advisors, LLC. Gilbertson serves as an administrator or executor of estates and trusts for family and non-family members and holds durable power of attorney for his father's financial affairs. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor advisory solutions.

Richard Yoon is affiliated with LPL Enterprise and holds the Series 66 designation. He has industry experience beginning in 2026 and previously worked for Rocket Mortgage, LLC for ten years. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset managers, combining adviser programs with sales of financial products and an integrated lending program.

Elizabeth Ashley is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 license and previously worked at Securities America Advisors and Securities America, Inc. Ashley also engages in life insurance sales, assisting clients with policy applications and carrier submissions. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services that include financial planning, managed accounts, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes and supports both discretionary and non-discretionary management options.

Maxwell Hunt is a financial advisor at J.P. Morgan Securities with Series 65 and Series 66 licenses and one year of industry experience. His prior roles include positions at Victory Capital Management, Schechter Investment Advisors, Hunt Capital Management LLC, and Neuberger Berman Group LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Steven Marlette is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. His background is centered at LPL Financial, where he has worked for 17 years. Outside of advisory work, he is involved in entrepreneurial activities including reselling goods online. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Chukwuma Ehiwogwu is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and 11 years of industry experience. He worked at Ameriprise Financial Services, Inc. for seven years before joining Morgan Stanley in 2021. 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, including tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Andrew Alltop is a financial advisor at Ameriprise in Grosse Pointe, MI, holding a Series 66 designation with six years of industry experience. Prior to joining Ameriprise in 2021, he worked at Royal Alliance and Michigan Financial Companies. He also serves as a financial planning analyst for Ameriprise advisors, building financial plans using client data and modeling software. Ameriprise offers retirement-income planning services designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with advisors.

Todd Marone is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with J.P. Morgan Securities LLC since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Geoffrey Centner is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services through its platform.

Joseph Serra is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2000. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through multiple third-party asset managers, operating a hybrid advisory and brokerage model with a focus on tailored client intake and program placement.

Terry George is a financial advisor with Wells Fargo Clearing in Troy, Michigan, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

Carlyle Wimberly is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Primerica Financial Services. Outside of his advisory work, he owns Wimcar Preferred Solutions, LLC, which specializes in preparing clients for professional qualifying examinations administered by regulatory bodies such as FINRA and NASAA. 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 portfolios and third-party asset management, and a platform integrating adviser programs with other financial products, including insurance.

Colin Haffey is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009. His background includes roles at Morgan Stanley Private Bank, N.A., where he has worked since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market scenario modeling.

Pietro Maniaci is a financial advisor with Merrill in Grosse Pointe Woods, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill and Bank of America since 2014. Outside of his advisory work, Maniaci is developing a handheld device designed to assist users with nasal mucus removal, for which he plans to establish an LLC and manage all related operations. Merrill, together 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Ryan Jones is the Vice President, Wealth Planner at Fidelity Investments. In this role, he works with high net worth clients on various wealth planning topics to align them with their long-term goals. He has been with Fidelity Investments since 2007, progressing through roles including Financial Representative, Relationship Manager, Financial Consultant, Vice President, Financial Consultant, and currently Vice President, Wealth Planner. This extensive experience at Fidelity Investments has provided him with a comprehensive understanding of financial consulting and wealth planning. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

Melvin Rutkoske is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory work, he teaches biblical entrepreneurship classes through Nehemiah Project International Ministries. 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 representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with access to model portfolios, third-party subadvisors, and research.

Paul Zajciw is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior work includes 28 years at Comerica Securities and three years at Ameriprise before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized advisory services.