Nicole Domitrovich is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2013. Domitrovich serves as a board member and chair for the Howell Area Chamber of Commerce and its foundation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning process uses structured discovery and advanced modeling tools, while offering a broad range of investment and advisory solutions.

Daniel Schloff is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, including prior roles at JPMorgan Chase Bank, N.A. from 2007 to 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Jacob Peters is a financial advisor with Osaic, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for six years and Goldman Advisors Group for one year. Outside of his primary role, he is a Wealth Management Advisor with Michigan Financial Companies, providing investment advisory services and financial plan creation. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Robin Spencer is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 16 years of industry experience. Prior to joining Schwab, Spencer worked at TD Ameritrade, Fidelity Brokerage Services, PRUCO Securities, and Comerica Securities, among other firms. Spencer also serves on the board of the K Foundation, a nonprofit organization focused on education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary guidance and access to affiliated discretionary separately managed accounts.

Craig Snyder is a CFP®-designated financial advisor with LPL Financial in Southfield, MI, and has 44 years of industry experience. He has been with LPL Financial since 2003 and operates under the America Group DBA, with a history of related business activities including non-variable insurance and a business ownership related to cryptocurrency. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary portfolio management supported by research and model strategies.

Ralph Vidusic is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Crown Capital Securities, L.P. for over two decades prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management along with model portfolios and research support.

Alex Acs is an Investment Consultant at Fidelity Investments, a role held since 2025. In this position, Alex partners with clients to develop customized financial plans aimed at achieving both short and long-term financial goals. Prior to this role, Alex gained experience at Fidelity Investments as a Planning Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. Alex is dedicated to providing service that builds strong client relationships based on trust, compassion, and understanding. By leveraging the resources and tools available at Fidelity, Alex supports clients in maximizing their financial opportunities. Outside of work, Alex has interests in baseball, cooking and baking, family activities, social events with friends, movies, and traveling.

Robert Jacob is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has held leadership roles in consulting and accounting businesses, including serving as CEO of Direct Consulting One, LLC and president of REJ's Accounting and Tax Services Inc. Additionally, he serves as a scribe for the Knights of Columbus 4th degree assembly in Lincoln Park, Michigan. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm operates a multi-manager platform with a range of program structures and custodial relationships, managing over $256 billion in assets.

Nicholas Clements is a financial advisor at Edward Jones in Canton, MI, with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branches.

Thomas Marzonie is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1994. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and input from its Global Investment Committee.

Richard Gurchak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where he worked from 2009 to 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Gorman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Cambridge since 2013. In addition to his advisory role, Gorman is an independent insurance agent representing various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies across multiple platform arrangements.

Shannon Craggs is a financial advisor at Morgan Stanley in Farmington Hills, MI, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley in 2022, Shannon was involved with Shorewood Installations LLC for 14 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both retail and institutional services.

James Hern is a financial advisor with OSAIC in Southfield, MI, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining OSAIC in 2018, he worked at Sii from 2015 to 2018. He is also vice president and minority shareholder of Michigan Financial Companies, Inc., where he is involved in sales and marketing of fixed annuities, securities, and investment advisory products, and serves as a non-voting board member of Beals, Caruana & McVety Wealth Strategies. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage, advisory, and financial planning services through a large network of affiliated advisors and multiple platforms. The firm employs a range of asset-allocation tools and manages portfolios using various investment vehicles across discretionary and non-discretionary accounts.

Jennifer Justice is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Michael Karam IV is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has held roles at Royal Alliance and Michigan Financial Companies. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, using quantitative tools and multiple investment options to construct portfolios managed on discretionary or non-discretionary bases.

Amy Majeske is a financial advisor with UBS Financial Services in Plymouth, MI, holding a Series 66 designation and 16 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services Inc. 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 provides a range of capital markets solutions supported by proprietary research and data analytics.

Carter De Long is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Equitable Advisors, LLC, and Bank of America. Outside of his advisory work, he serves as a trustee of his parents' estate. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Maxwell Margetich is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Fidelity Investments and Fidelity Brokerage Services, as well as positions in various other industries. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Richard Welsh is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Novi, MI. He has worked with the firm and its predecessors since 2012, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term investment approach across various account types.