William Mawyer is a financial advisor at Merrill with 12 years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at Morgan Stanley, Bank of America, and Charles Schwab. Merrill, together with Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Christopher Misterovich is a financial advisor at Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses with 37 years of industry experience. He previously worked at Comerica Securities and Comerica Investment Services for over three decades and spent three years at Ameriprise before joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and scenario modeling, delivering a broad range of investment and financial services.

David Pina is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2011 and Charles Schwab Bank ssb since 2014. Based in Troy, MI, his background centers on serving clients through Schwab’s advisory and banking services. 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. The firm offers a combination of non-discretionary and discretionary investment management with a multi-asset model portfolio approach supported by in-house research and a formal alternative investments program.

Sante Bologna is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has worked in various roles, including sales and marketing at Patriot Auto Services. Outside of his advisory work, he operates private sales through eBay. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Elaine Steger is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Mitchell Tokowitz is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*Trade Capital Management LLC and E*Trade Securities LLC for over a decade. In addition to his advisory role, he is involved in tax preparation and accounting services. 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 advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Matthew Najarian is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Raymond James in 2023, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a variety of portfolio management strategies and affiliated research.

Kurt Tech is a Series 66-credentialed advisor with J.P. Morgan Securities, based in Birmingham, MI, and has two years of industry experience. Prior to joining J.P. Morgan, he spent ten years with Huntington Bank. Outside of his advisory role, he is a minority partner and passive owner of Spartan Septic and Sewer, a septic pumping company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Matthew Smith is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has a background that includes service in the U.S. Navy and the U.S. Navy Reserve, where he continues to support administrative and readiness activities. Prior to his current role, he has experience with JPMorgan Chase Bank and Uber. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that integrates quantitative asset-allocation modeling, centralized manager due diligence, and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment products and services on a non-discretionary basis.

Christopher Kneale is a Series 66-licensed financial advisor with Morgan Stanley in Birmingham, MI, and has 13 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Thaddeus Podmokly II is a financial advisor with Primerica Advisors in Troy, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1996. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, employing a tiered percentage-based fee model.

Brandon Cholagh is a financial advisor with J.P. Morgan Securities in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with J.P. Morgan in various capacities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 and investment management capabilities.

Frank Rocco is a financial advisor with Ameriprise in Rochester Hills, MI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is a member of Greenspring LLC, an LLC formed to rent office space. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice, primarily for clients with assets in Ameriprise-managed accounts.

Andrew Bocknek is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds a Series 66 designation and has been with UBS Painewebber Inc. since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Nancy Ingles is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley since 2021, including time with Morgan Stanley Private Bank, N.A. Prior to her financial services career, Ingles was employed at Mercy College for eleven years. Outside of her advisory role, she is involved in various activities including consulting for an online retail company, vocal performance with Box 5 Entertainment, and participation in community and religious organizations such as the Spiritual Life Center and Unity East Church. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Bryan Casebere is a financial advisor at Raymond James & Associates with 22 years of industry experience. He has held roles at Raymond James since 2018 and previously worked at J.P. Morgan Securities for six years. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering tailored financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Da Vonne Powers Sr. is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 66 credentials and 17 years of industry experience. Prior to joining UBS in 2023, Powers worked at JP Morgan Securities and Wealth Trac Financial among other roles. Outside of financial services, Powers is a firearms instructor and general partner at Spartan Tactical Security, LLC, and also owns a clothing design business focused on men's formal wear. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and tailored financial planning based on proprietary research and model-based asset allocations.

Donald Gillis is a financial advisor with Raymond James Financial, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James Financial since 2010 and Raymond James Financial Services, Inc. since 2004. He is also the owner of The Gillis Group, a support company based in Highland, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Adam Upleger is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His prior work includes roles at Advantage Tax and Financial, St. Joseph Mercy Oakland, and Topgolf. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, incorporating discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Robert Rutkoske is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial (formerly Linsco Private Ledger) for 26 years. Outside of his advisory role, he occasionally sells fixed insurance products and serves as a notary public. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced research to support diversified investment strategies.