Eric Jonas is a financial advisor at Morgan Stanley with seven years of industry experience and holds his Series 66 designation. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018 and has prior experience at Clayton & McKervey. Outside of his financial advisory work, he is involved with Atlas Studio Co. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to inform financial plans.

Christopher Theut is a financial advisor with LPL Financial in Clarkston, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities, where he served in investment-related capacities. Outside of his advisory work, he is involved with FO2, a cash management platform for corporate and institutional clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports its advisors with various operational and research tools.

Paul Okeefe is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 35 years of experience in investment management and has been with Merrill since 1991. Paul holds several professional designations, including the Chartered Retirement Planning Counselor (CRPC), Retirement Accredited Financial Advisor (RAFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Michigan State University prior to beginning his career at Merrill. Paul's expertise includes retirement planning for individuals and small businesses, wealth management, education planning, family wealth strategies, non-profit services, investment consulting for defined contribution plans, tax minimization, socially responsible investing, and small business strategies. His approach involves developing personalized financial strategies designed collaboratively with clients to help them pursue their life and financial goals. Outside of his professional role, Paul is involved in community organizations such as the American Red Cross and the American Cancer Society. He volunteers with groups including the Ovarian Cancer Research Alliance and the Red Cross. His personal interests include boating, fishing, football, gardening, ice hockey, music, reading, spending time with his family, table tennis, and traveling.

Scott Saylor is a CFP® with 17 years of industry experience, currently serving at OSAIC since 2022. He previously worked at Sigma Planning Corporation and Sigma Financial Corporation for over a decade. In addition to his advisory role, Saylor operates Saylor Tax Service, where he prepares tax returns for business and personal clients. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm provides brokerage and advisory services using model-based asset allocation and portfolio optimization, offering a range of programs from comprehensive financial planning to managed portfolios and third-party money manager options.

Andrew Tabaczuk is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 11 years. Outside of his advisory role, he is involved in independent insurance brokering with Guardian. Ameriprise is an institutional firm that offers retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Tomaszewski is a CFP® with 26 years of industry experience. He has been with Raymond James Financial since 2011, including time at Raymond James Financial Services, Inc. and Christopher Patrick and Associates. Tomaszewski is also involved in ownership and operational roles at several support businesses that assist his advisory practice. 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 employs a tailored, non-discretionary approach supported by risk profiling and analytical tools, and it stands out for its affiliations with municipal advisory services and specialized retirement plan programs.

Gregory Lambrecht is a financial advisor with Primerica Advisors in Troy, MI, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked at Primerica Advisors since 2016 and at Primerica Financial Services since 2007. Lambrecht also has eight years of experience with EY, LLP. Outside of his advisory role, he is involved in consulting and operates G Lambrecht & Associates, LLC. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors and some corporate and charitable clients. The firm utilizes model-based investment strategies created by unaffiliated asset managers and offers advisory services through a large network of financial advisors.

Lucas Kokubo is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and three years of industry experience. Before joining Wells Fargo in 2025, he worked at Ameriprise and J.P. Morgan Securities. Outside of his advisory role, he owns Tempest Global Provisions, a retail business in Clarkston, MI. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Andrea Waidner is a financial advisor at Osaic with one year of industry experience. She holds a Series 66 designation and has prior work experience with Investment Consulting Group, Randolph's Salon, and Ulta. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm employs a model-based investment process emphasizing asset allocation, portfolio optimization, and risk management tools.

Sally Cholewka is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial for nine years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a 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 firm-approved tools and models.

Zachary Paul is a financial advisor at Morgan Stanley in Troy, MI, holding Series 63 and Series 66 designations with eight years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA, and has experience with Allegis Group, Aerotek, and Ford Motor Credit Company. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs that include 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 planning process that uses firm-approved tools and modeling techniques to support client goals.

Joshua Grow is a financial advisor with LPL Financial, holding a Series 66 designation and based in Rochester, Michigan. He has been with LPL Financial since 2022 and previously worked at Topgolf from 2019 to 2022. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Daniel Byrd II is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at Merrill since 2018 and previously at Ameriprise Financial Services and National Planning Corporation. Byrd also serves as a successor trustee for a discretionary trust. 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.

Paul Wendling is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He previously worked for Commonwealth Financial Network for 25 years before joining LPL Financial in 2026. Wendling is also involved in fixed insurance sales as an agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting more than 22,900 advisors and overseeing over $819 billion in discretionary assets.

Thomas Folino is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2005 and Bank of America since 2009. 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 serves individual and high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brandon Mattinen is a financial advisor with J.P. Morgan Securities in Clarkston, MI, holding a Series 66 designation and eight years of industry experience. He has previously worked at Bank of America/Merrill Lynch and JPMorgan Chase Bank. Outside of his advisory role, he creates motivational content on TikTok focused on life and personal growth. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Christopher Branick is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He focuses on enhancing clients' financial literacy and partners with them to set and pursue both short and long-term financial goals through intentional investment decisions. He utilizes Fidelity's resources to help clients develop efficient and effective financial plans tailored to their priorities. Prior to joining Fidelity Investments, Christopher worked as a Financial Advisor at PNC Investments from 2018 to 2022. His earlier experience includes positions as an Investment Consultant at Scottrade from 2015 to 2018 and as a Financial Advisor at Merrill Lynch in 2013. The information provided does not include details about his education, credentials, personal interests, or community involvement.

Edward Sudzina is a financial advisor with Raymond James & Associates in Clarkston, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2001 and is also involved with the organization Band of Brothers. Outside his advisory role, he is a partner and CEO of Kitty Properties LLC, a non-investment related business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers comprehensive financial planning and consulting services, employing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Jillian Gallozi is a Series 66-licensed financial advisor at Raymond James & Associates with three years of industry experience. She has previously worked at Morgan Stanley and Ameriprise. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Mayank Desai is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable and its predecessor entities since 2009, including AXA Equitable and AXA Distributors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party advisory models delivered by a network of Investment Adviser Representatives.