Sherry Brown is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. She has worked at Raymond James & Associates since 1999 and at Roney & Co. since 1998. 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 and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

David Barash is a financial advisor with Wells Fargo Clearing in Farmington Hills, MI, holding Series 63 and Series 65 licenses and 10 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities. Outside of his advisory role, he serves as a commissioner for the West Bloomfield Parks and Recreation Commission. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary plan-level investment management. The firm’s approach includes a wide range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Marc Ganop is a financial advisor with OSAIC in Riverview, MI, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 21 years each. Outside of his advisory role, he operates a tax preparation sole proprietorship. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services supported by various advisory platforms and asset-allocation tools, offering discretionary and non-discretionary portfolio management options.

C Lembesis is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on the Board of Directors and Parish Council of Sts. Constantine and Helen Greek Orthodox Church. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals with substantial investable assets. The firm utilizes a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations.

Sonya Maniaci is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2010. 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 brokerage, distribution, and investment management capabilities.

Wendi Diacono is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. She has worked at LPL Financial since 2018 and was previously with Cetera Advisor Networks LLC for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management through a national network of investment adviser representatives.

Luke Nowacki is a financial advisor at Osaic Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance Associates, Sii, and John Hancock. Outside of his advisory role, he serves as a general partner in a property management business focused on residential rentals. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios across various asset classes.

Matthew Stirling is a financial advisor with OSAIC who holds a Series 66 designation and has 10 years of industry experience. He worked previously at SII before joining OSAIC in 2018. Outside of his advisory role, Stirling is actively involved in hockey coaching and administration, serving as head coach for the Oakland University hockey team and holding leadership roles within the Michigan Collegiate Hockey Conference. OSAIC Wealth, Inc. serves a diverse client base, including retail and institutional investors, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, using various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Joanne Hardin is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Outside of her advisory role, she is involved in ownership of multiple non-investment-related real estate properties in Ludington, Michigan. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports in partnership with advisors, delivering a range of advisory, brokerage, and insurance solutions through affiliated entities.

Spencer Warn is a CFP® professional with 10 years of industry experience, currently serving at Cetera since 2019. He previously worked at Foresters Financial Services from 2016 to 2019. Outside of his advisory role, he volunteers as president of a local business networking group. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary account options.

Anthony Bellore is a Series 66 licensed financial advisor with six years of industry experience. He has been with UBS Financial Services since 2019 and previously worked at PNC Bank and UBS. From 2014 to 2018, he was associated with Barton Hills Country Club. UBS Financial Services serves individual, corporate, and institutional clients by providing a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Gregory Dadian is a financial advisor at Morgan Stanley with 26 years of industry experience. He has held positions at Morgan Stanley since 2010, including eight years with Morgan Stanley Private Bank, N.A. He holds the Series 63 and Series 66 securities registrations. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Garret Gotaas is a financial advisor with LPL Financial based in Farmington, MI, holding a Series 66 designation and six years of industry experience. He has worked concurrently at LOC Federal Credit Union and LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various technology-driven investment options.

Joseph Ciaramitaro is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2003. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Vahik Rostamloo is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through a wide range of platforms and proprietary research.

David Mooradian is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following prior experience at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through dedicated Financial Advisors and specialized strategies.

Jennifer Lyons is a financial advisor with J.P. Morgan Securities in Farmington Hills, MI. She holds a Series 66 designation and has four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021, she worked for Independent Health from 2007 to 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors 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.

Pamela Preczewski is a financial advisor at Cetera with six years of industry experience and a Series 66 designation. She has worked with Cetera and Cetera Advisors LLC since 2019. Outside of financial advising, she is a co-owner and dance instructor at DanceSport Academy of Michigan and also owns a tax and accounting firm, Accounting Pros Michigan. 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 a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets and more than 10,000 advisors nationwide.

Mark Segel is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has been with Mass Mutual Investors Services since 1982 and has worked at MassMutual Life Insurance Co since 1981. Segel is also involved in life and health insurance sales and works as a fee-based insurance advisor. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning using firm-approved analytical tools and structures engagements as ongoing annual collaborations.

Gayle Good is a financial advisor with LPL Financial in Novi, MI, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining LPL Financial, Gayle worked at the Medical Office of John Vassallo MD for twelve years. Gayle has also had periods of unemployment between roles but has maintained continuous involvement in financial advising since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support strategic and tactical investment approaches.