Sharon Mccaslin is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market scenario modeling.

David Wroblewski is a financial advisor with LPL Financial in Grand Blanc, MI, holding Series 63 and Series 65 licenses and over 20 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies from 2007 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a range of strategic and tactical investment options.

Michael Burch is a financial advisor with Wells Fargo Clearing in Troy, MI, holding a Series 66 license and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in promoting furniture sales through a business he co-owns with his spouse and holds a partial ownership in a Cartridge World franchise. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party databases.

Sarah Moore is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeremy Schmidt is a financial advisor with Charles Schwab in Troy, MI, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been associated with Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. 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 blend of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing services.

Joseph Sarnecky is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he has served as president of the Lanse Creuse Public Schools Foundation and manages his son’s soccer team. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models delivered through in-house programs and third-party managers, offering products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Matthew Merrifield is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019. Prior to that, he was employed at Nordstrom and Oakland University. Merrifield is also involved in a trust-related business activity based in Beverly Hills, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Reagan Paulina is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors, Reagan worked at PK Prospects and held positions at Wayne State University and Oakland University. Reagan serves as a second power of attorney for a family member. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs for individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s advisory approach includes matching clients to investment models and managers, using third-party and proprietary resources, and offering a range of investment products and ERISA fiduciary services.

Joseph Carter is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2009 to 2024 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Christopher Martin is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022, he worked at Ameriprise Financial Services for 13 years. He is also involved in independent insurance brokering and real estate property management through a family-owned investment company. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and proprietary research to guide its advisory approach and offers diverse investment products and services across retail and institutional markets.

Aaron Busse is a financial advisor with LPL Financial based in Troy, MI, holding Series 63 and Series 66 credentials and eight years of industry experience. His background includes roles at Edward Jones and United States Steel Corporation. He is also involved with The Busse Group, LLC in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Christopher Cueter is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes three decades at Comerica Securities, followed by roles at Ameriprise before joining Morgan Stanley in 2026. He is involved in Maestro Cash Management, a financial-related activity outside his primary advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by recognized investment analysis tools.

Steven Thompson is a CFP®-credentialed financial advisor with 39 years of industry experience, currently with Stifel since 2008. He is based in Bloomfield Hills, MI. Stifel serves a diverse client base that includes individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Jill Hedtler is a financial advisor with UBS Financial Services in Oxford, MI, holding a Series 66 designation and bringing 16 years of industry experience. She has been with UBS since 2008. 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 solutions.

Sehra Elyas is a financial advisor at Fidelity with Series 65 and Series 63 credentials and three years of industry experience. She has worked previously at United Wholesale Mortgage, Quicken Loans - Rocket Auto, Chemical Bank, Capital Michigan, and Remax Crown Properties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers both discretionary and non-discretionary advisory services.

Daniel Delmastro is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, Delmastro is involved in volunteer firefighting in Troy and organizes social events for young professionals through a local networking group. He also performs piano at public events as a small business owner. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, offering detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored retirement planning, emphasizing Ameriprise-managed accounts and utilizing algorithmic tools overseen by an internal committee.

John Stillwagon is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated private bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm employs a structured planning process utilizing approved tools and models, managing approximately $2.74 trillion in client assets.

Giuseppe Viviano is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior roles include positions at J.P. Morgan Securities, Empower Financial Services, and Hantz Financial Services. Outside of finance, he has been involved in entrepreneurial ventures such as Give and Grow Mushrooms. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a range of insurance and trust services.

Cheryl Benway is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked with Primerica since 2009 and has held positions at several organizations including the County of Genesee and Lorbec Metals USA Ltd. In addition to her advisory role, she is involved in the sale of home security and automation product referrals through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Christopher Andoni is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America, he held roles at Comer & Cross Concrete Coatings, Z Modular/Zekelman Industries, and various other companies. 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, pension plans, corporations, and charitable organizations.