Dominic Kennedy is a financial advisor at OSAIC with Series 65 and Series 63 credentials and four years of industry experience. Prior to joining OSAIC in 2025, he worked at New York Life and Ameriprise. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and rebalancing tools.

Christopher Righi is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing four years of industry experience. His prior work includes roles at Artisan Capital Management, Envolve Pharmacy Solutions, and MeridianRx. Outside of finance, he is also a professional musician involved in planning and performing music for various events. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides both discretionary and non-discretionary management and operates proprietary model strategies under the Founders Gate Capital brand.

Carey Jackson IV is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves as a board director for the Fox Chase Condos Board and is a commissioned officer in the Michigan Army National Guard. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various affiliated non-securities services.

Kelly Higgins is a financial advisor with Cambridge Investment Research Advisors in Troy, MI, holding CFP®, Series 63, and Series 65 designations with 28 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015 and previously worked at Wealth Management Services, LLC and LPL Financial. Higgins is also involved in advisory and financial planning roles through her ownership of Lautus Wealth Advisory, LLC and Higgins Financial Planning, LLC. Cambridge Investment Research Advisors serves both individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates across multiple platforms and custodians, supports discretionary and non-discretionary management, and offers proprietary model strategies under the Founders Gate Capital brand.

Margaret Beeler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Raymond James and Associates and Merrill Lynch, Pierce, Fenner & Smith Incorporated. She serves as co-trustee for a family trust and assists with related fiduciary responsibilities. 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 advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kaiako Kaaumoana is a Series 66 licensed financial advisor with UBS Financial Services, based in Farmington Hills, MI. He has three years of industry experience, including prior work at Intel Corporation and service in the Oregon Army National Guard. Kaiako has been with UBS since 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies.

Connor Travis is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, working in various roles including Planning Consultant, Relationship Manager, and Investment Solutions Representative. Prior to joining Fidelity, Connor worked as a Financial Consultant at Equitable Advisors AXA Advisors from 2018 to 2021. Throughout his career, Connor has focused on collaborating with families to address their unique financial goals, needs, and dreams. He emphasizes a holistic approach that aims to ensure confidence and comfort throughout the financial planning process. Connor values the meaningful responsibility of assisting families in pursuing lifelong dreams. No additional information about his education, credentials, personal interests, or community involvement was provided.

Michael Kernya is a financial advisor at Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has previously worked at Merrill and J.P. Morgan in various roles from 2014 to 2024. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm employs structured planning processes and offers access to diverse investment products alongside its advisory services.

Eric Metzger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 28 years of industry experience. He previously worked at J.P. Morgan Securities and was involved with the Novi Ice Dragons from 2018 to 2020. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, operating with over 14,000 advisors and managing approximately $671 billion in assets. The firm combines research from internal and third-party sources to deliver diversified investment solutions and offers a broad range of financial products through its affiliates.

Joseph Lesner is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include 18 years at Comerica Securities and positions at Ameriprise Financial Services. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Thomas Van Doorne Jr Jr. is a CFP®-designated financial advisor with 13 years of industry experience. He is currently with Ameriprise Financial Services, LLC and previously worked at LPL Financial LLC and Equitable Advisors. He is also a co-owner of Firma Financial Planning, where he helps manage the Ameriprise business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides detailed planning and ongoing advice focused on retirement income strategies.

Frank Griffo is a financial advisor with Wells Fargo Clearing in Birmingham, MI, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as power of attorney for his mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm utilizes research and analytics to guide its investment approach and offers a broad range of brokerage and advisory solutions.

Timothy Ely is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley since 2016. Outside of advisory work, he assists with the accounting records for his wife’s dental practice. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning that incorporates various modeling techniques without offering individual security recommendations as part of standalone plans.

Daniel Legner is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Wells Fargo Clearing Services and several financial institutions, as well as experience outside finance at Skywest Airlines. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Sarah Horn is a Series 66-licensed financial advisor with Raymond James & Associates in Bloomfield Hills, MI. She has six years of industry experience, including her current role at Raymond James since 2019 and previous work at Shades Optical and Jartll Corp. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Lord Degraffenreid is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Banc One Securities Corporation. Outside of his advisory role, he is a partner and co-owner of Legacy Wealth Management Group, LLC, and is involved in a partnership operating a Famous Dave's BBQ franchise. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diverse financial planning and portfolio management solutions supported by proprietary research and technology, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Christopher Scott is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Cetera Advisors LLC since 2013. Outside of his advisory role, Scott is a part owner of Bultynck & Co., a CPA firm providing audit, review, tax, bookkeeping, and consulting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform that includes both affiliated and third-party managers.

Tari Saylor is a financial advisor at Merrill with 37 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 1983. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jacob Soriano is currently the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he focuses on understanding each client's personal motivations and important relationships to provide tailored financial advice. Prior to this, Jacob served as Vice President, Financial Advisor at Merrill Lynch from 2020 to 2023. Before that, he was Vice President, Private Client Advisor at JP Morgan Chase between 2017 and 2020, and began his career as a Financial Advisor at Merrill Lynch from 2015 to 2017. His experience spans wealth planning, financial advising, and private client advisory roles.

Thomas Bellos II is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Cetera since 2021 and previously at VOYA Financial Advisors from 2014 to 2021. Bellos is involved with the nonprofit organization Empty Bowls Detroit, participating in planning and event preparation. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.