James Mazure is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has worked previously in roles at Sugarbush Tavern, Rapid Home Lending, and other varied positions. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios, combining advisory programs with brokerage and insurance products through an integrated platform.

Clifton Pope II serves as a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their individual financial priorities and develop strategies aimed at pursuing their short-, mid-, and long-term goals. Clifton provides guidance across areas such as general investing, retirement planning, and unexpected expenses, while also connecting clients with Bank of America specialists for services like banking, credit, home financing, and small business solutions. With a focus on personalized service, Clifton helps clients manage competing financial demands by defining goals and designing portfolio strategies to meet them. He offers ongoing advice and adjusts strategies as clients’ needs evolve. Clifton holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Central Michigan University. He is affiliated with the Kappa Alpha Psi Fraternity Inc.

Michael Hannosh is a financial advisor with Raymond James & Associates in Birmingham, MI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he held roles at Park Avenue Securities, Guardian Life Insurance Company, and is the CEO and owner of Mindful Peer Tech LLC, where he manages operations, sales, and product development. 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, institutions, pension and profit-sharing plans, charitable organizations, and governmental entities, offering a range of financial planning and advisory services supported by various portfolio management styles and affiliated research.

Joseph Dimauro is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 25 years of investment experience to his role. He specializes in serving high net worth business owners, affluent families, corporations, and institutions, focusing on areas such as family wealth management strategies, executive compensation, and socially responsible investing. Since joining Merrill in 2017, Joseph has leveraged his extensive background from previous positions at Northern Trust, AllianceBernstein, and OppenheimerFunds to develop personalized financial strategies tailored to each client's unique goals. Joseph holds both an MBA and a Bachelor's degree in Economics from the University of Michigan. He is also an Adjunct Professor of Finance at Wayne State University's Mike Ilitch School of Business. His professional designation includes Personal Investment Advisor (PIA). Fluent in English and Italian, he engages with the community through his involvement with organizations such as the Children's Foundation of Michigan, Grosse Pointe Academy, and the Pope Francis Center. Committed to understanding client priorities and the complexities of their lives, Joseph focuses on building financial frameworks that help clients live the best life possible with the resources they have available today. Outside of his professional work, he enjoys cooking, golfing, running marathons, skiing, and practicing yoga.

Garett Eschels is a financial advisor with Cetera in Birmingham, MI, holding Series 63 and Series 65 registrations and having 10 years of industry experience. His background includes roles at Concourse Financial Group Securities Inc and American General Life Insurance. He also operates Eschels Financial Group Inc, focusing on insurance sales and service. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms and third-party managers.

Robert Hite is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2011. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Angelina Card is a financial advisor with Edward Jones in Ferndale, MI, holding a Series 66 designation and four years of industry experience. Her prior work includes positions at Bank of America, Merrill Lynch, and Tata Technologies. Outside of her advisory role, she maintains an independent blog called Intellectual's Thought Corner that offers non-investment related content. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services, operating under a fiduciary standard.

Andrew Stamper is a financial advisor with Wells Fargo Advisors in Birmingham, MI, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo, he worked at Merrill from 2018 to 2022 and spent nine years at The Nakisher Law Firm, PLLC. Wells Fargo Advisors is an institutional firm serving a broad client base with a comprehensive investment approach.

Wayne Peters is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2018, following a nine-year tenure at Morgan Stanley Smith Barney. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets and research-driven investment solutions.

John Steves is a financial advisor with Ameriprise in Clarkston, MI, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jay Keranen is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Finance Advisory Board and Advisory Board of Michigan State University’s Broad College of Business, participating in student engagement and mentorship. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, supported by structured planning tools and advisory services.

Lori Bebee is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. She has 32 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and MetLife Securities. Outside of finance, she owns and operates My Style Jewelry and Beads, a crafts business she has managed for over a decade. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset management, and a range of financial products.

Christina Henderson is a Series 66-credentialed financial advisor with UBS Financial Services in Birmingham, MI. She has four years of industry experience and has been with UBS since 2018, with intermittent roles outside the firm during that period. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans according to client goals and risk tolerance. The firm also provides institutional trading capabilities alongside wealth management services.

Michael Tocco is a financial advisor with Ameriprise in Sterling Heights, MI, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes positions at Merrill, Morgan Stanley, J.P. Morgan Securities, and an earlier tenure at Ameriprise Financial Services. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, 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 in a structured, algorithm-supported process to generate personalized retirement income plans.

Jeffrey Manzella is a CFP® professional with 17 years of industry experience, currently advising at OSAIC since 2018. He has held previous roles at Signator Investors Inc from 2009 to 2018 and leads 30,000 FT Wealth Management, where he serves as president. Manzella’s business activities include sales and marketing of securities, investment advisory, and fixed insurance products. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services utilizing various portfolio construction tools and supports both discretionary and non-discretionary account management.

Barbara Van Der Maas is a financial advisor at Morgan Stanley in Troy, MI, with 5 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2006. 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 processes and analytical tools, managing approximately $2.74 trillion in client assets.

Joseph Pearlstein is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he worked at Walsh College and has held positions in retail and food service. LPL Enterprise serves a diverse client base 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 management, integrating adviser programs with a range of financial products.

Jason Victor is a financial advisor at Edward Jones in Mount Clemens, MI, holding Series 63 and Series 66 credentials with two years of industry experience. Prior to joining Edward Jones in 2024, he worked in the automotive industry for over a decade with Jim Riehl's Friendly Automotive and Golling Automotive Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Marlaina Jurco is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is active in community theater and music, performing with Festival Singers and working with Meadow Brook Theatre and Avon Players Inc. She also serves on the board of We R Family USA, a social organization supporting the LGBT community in Detroit. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities to tailor clients’ investment strategies.

David Fogleman is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2002. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.