Andrew Gizinski is a Financial Consultant currently serving as a Branch Leader at Fidelity Investments since 2026. In his role, he focuses on empowering financial professionals to perform at their highest level. His work emphasizes leadership and team development within the financial services sector. Andrew's professional experience centers on branch leadership and financial consulting. He applies his expertise to support and guide financial advisors and teams to achieve their goals. Details regarding his educational background and credentials have not been provided. Outside of his professional responsibilities, Andrew has interests that include beach activities, family time, fitness, parenthood, and tennis. These personal interests reflect his commitment to a balanced lifestyle.

Sarah Jelinek is a financial advisor at Fidelity with 18 years of industry experience and holds Series 63 and Series 65 designations. She has worked at various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Edward Lambert is a CFP® with 45 years of experience in the financial industry. He has been with LPL Financial since 1994 and is also associated with the Financial Services Group of Michigan, Inc. since 1984. His background includes extensive work with various insurance companies over the past 30 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Emmie Ashwell is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2022 and has prior experience with MFC Investment Center, BAM Consulting, and Market Force. Outside of her advisory role, Ashwell serves as president of a housing corporation and chapter advisory board member for the nonprofit Alpha Alpha Kappa Delta, as well as working as a dog sitter. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kimberly Enders is a CERTIFIED FINANCIAL PLANNER™ professional with over 31 years of industry experience. She is currently affiliated with Cetera and has held various roles within the Cetera network and Summit Financial Group since 2015. Beyond her advisory work, she is involved in motivational speaking and sales training. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide independent advisor network and operates a multi-manager platform with various program options and affiliations.

Thomas Shelly is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and 41 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Michael Gloster is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 33 years of industry experience. His prior experience includes positions at Morgan Stanley, Merrill, Bank of America, and several other firms. Outside of his advisory work, he hosts a podcast through his company, Fashioncast, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by technology tools for research and operations.

Glen Hackman is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. 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, and manages approximately $2.74 trillion in client assets.

Richard Gorman is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Morgan Stanley Private Bank, National Association since 2015. Gorman has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Angela Zelensky is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her previous roles include positions at Comerica Securities for 27 years and Ameriprise for three years. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and financial planning services tailored to individuals and institutional clients, using structured planning tools and market modeling to support client goals.

Susan Haffey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with LPL Financial since 2002. Outside of her advisory role, she is involved in direct sales for Mary Kay Cosmetics. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Da'neesha Bracey is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation and has worked concurrently as a delivery driver and as a drop bury technician for Bracey's Underground Services, a business she has been involved with for ten years. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers access to various investment models and third-party asset managers, delivering services through a network of Investment Adviser Representatives.

Andrew Camden is a Series 66-licensed financial advisor at Wells Fargo Advisors with 24 years of industry experience. His career includes roles at Wells Fargo Clearing, J.P. Morgan Securities, and Banc One Securities Corporation. Outside of his advisory work, Camden is involved in managing family estates and holds ownership interests in financial-related businesses. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, providing investment and financial planning services that include retirement, risk, and wealth-transfer planning, among other specialized areas. The firm combines proprietary research and planning tools with a range of financial products and referral services.

Stephen Green is a financial advisor at Edward Jones in Birmingham, MI, with 33 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2017, following a one-year tenure at Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Angelo Calderone is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously worked at United Wholesale Mortgage, Arterra Realty LLC, and MMAC Fraser Inc. outside the financial sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Linda Kay is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 66 designations and having 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 1993. Kay has established an LLC for future sub-leasing arrangements, though it has not generated any income or expenses. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary retirement advice, primarily for clients maintaining assets within Ameriprise-managed accounts.

Robert Farrell III is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His career includes prior roles at Centaurus Financial/Wealthmap Advisors and Herbert Financial Group. Farrell has also served as a trustee for family trusts and was involved with the Troy United Football Club, a nonprofit organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and nonprofit clients. The firm employs a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and plan objectives.

Michail Curro is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Patrick Rivard is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and models.

Kara Wilcox is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and LPL Financial, LLC. She is also involved with Family Roots Financial Planning LLC, a financial planning and retirement planning business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of affiliated services such as trust custody and insurance products.