Lawrence Weiner is a financial advisor with OSAIC and holds the PFS™ and Series 63 designations. He has 29 years of industry experience, including 17 years at American Portfolios and over three decades operating his own CPA practice. In addition to his advisory work, he continues to prepare tax returns for select clients through his firm, Weiner Financial Group, LLC. OSAIC serves a diverse range of retail and institutional clients with integrated brokerage and investment advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

John Prebay is a financial advisor at Stifel with 33 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2020 and previously worked at UBS Financial Services from 2004 to 2020. Outside of his advisory role, he is a member of 28411 Capital LLC, which invests in private equity funds. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group to support asset allocation and financial planning.

Thai Vi Pham is a financial advisor with Robert W. Baird & Co. in Ann Arbor, MI, holding a Series 66 designation and 23 years of industry experience. Prior to joining Baird in 2018, Pham worked at Wells Fargo Clearing from 2016 to 2018 and Wells Fargo Advisors LLC from 2009 to 2016. Pham is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of strategies from traditional allocations to complex investments.

Gregory Hill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice rooted in modern portfolio theory. The firm’s IPS-driven approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when advising clients.

Ryan Haller is a financial advisor with LPL Financial in Brighton, MI, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2026 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and various management strategies.

Jason Lira is a financial advisor with LPL Financial in Canton, MI, holding a Series 66 designation and three years of industry experience. He has been with LPL Financial since 2022 and also operates Schultz & Associates, PLC, providing tax preparation and accounting services in addition to investment-related work. 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 consulting, and brokerage services with discretionary and non-discretionary management options.

Brianne Walsh is a financial advisor at Morgan Stanley in Ann Arbor, MI, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Oppenheimer & Co Inc for six years and has additional experience with Beaumont Health and Eastern Michigan University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Anamaria Brickman is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on understanding clients' priorities to help develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. Her services include general investing, retirement planning, and preparing for unexpected financial needs. She also facilitates access to Bank of America specialists to support clients with banking, credit, home financing, and small business solutions. In addition to her advisory role, Anamaria serves as the Financial Advisor Development Program Manager for the Bloomfield/Farmington Hills Market. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Anamaria completed her High School Diploma at Fordson.

Rebecca Lamacchia is a financial advisor with Ameriprise in Novi, MI, holding a Series 66 designation and one year of industry experience. Her prior work history includes roles outside the financial sector at Panera Bread and Grand Valley State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income stability and tax-aware strategies.

Bruce Baja is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has prior experience at RFC Financial Planners and various other roles including work at Bloomfield Hills Country Club and Michigan State University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad advisory network and a range of portfolio management styles.

Jeffrey Brindley is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with Cambridge Investment Research Advisors and its related entities since 2017. His prior experience includes work with Waddell & Reed, William Connell, and Life Guide Financial Consultants. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing multiple investment strategies and custody arrangements tailored to client objectives.

Benjamin Cobb is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked five years at Equitable Financial/Equitable Advisors. 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.

Richard Maas is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also involved with Berry & Maas Consulting, Inc. and Genesis Financial Partners, and owns Maas & Associates Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by extensive research and model portfolios.

Scot Pardo is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor financial plans.

Teddie Eisenberg is a CFP® professional with 13 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, Eisenberg worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory and tailored to plan objectives and demographics. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Fritz is a financial advisor with Edward Jones in Ann Arbor, MI, holding CFP® and Series 66 credentials and six years of industry experience. Prior to joining Edward Jones in 2020, he spent 15 years working in the restaurant industry with Pacific Rim Restaurant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Rachel Mc Govern is a financial advisor at Edward Jones in Belleville, MI, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, she worked at Romulus Athletic Center and with the Kelley Family. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Michael Lienert is a financial advisor at LPL Enterprise with Series 66 registration and one year of industry experience. His prior work includes roles with Chicago Fire FC, Ilitch Sports & Entertainment, Legends Hospitality, and Los Angeles Football Club. He is also involved with Brandt Real Estate. LPL Enterprise, LLC serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through a comprehensive platform that integrates investment advice with other financial products.

Pamela Leist is a financial advisor with Primerica Advisors in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her work history includes roles at Matheson Heating & Air Conditioning and Master Craft Carpets, Inc. Outside of financial advising, she is involved with Help Me Carry, LLC, providing firearms training in White Lake, MI. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers for portfolio implementation and operates a tiered wrap-fee structure.

Kazuma Bals is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked in mortgage lending at USA Mortgage and Highlands Residential Mortgage. He also has experience in educational roles at Northwood University and at the high school level. Fidelity’s Strategic Advisers LLC division offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it maintains a formal advisory role for multiple registered investment companies.