Derrick Glencer is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at Raymond James Financial. He worked at LPL Financial for 15 years before joining Raymond James in 2019. Outside of his advisory role, Glencer serves on the Board of Directors for the Birmingham Athletic Club in Bloomfield Township, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutional entities. The firm focuses on tailored, non-discretionary planning and uses analytical tools such as risk profiling and modeling to support client goals.

Mike Amine is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at Minnesota Life Insurance Company and Securian Financial Services, and he has been managing partner at Wealth Strategies Financial Group since 1990. He serves on the advisory boards of the National Wrestling Hall of Fame and The University of Michigan Club of Greater Detroit, and is an officer of the non-profit Wrestlers in Business Network. Cetera Investment Advisers LLC is a large SEC-registered firm supporting over 10,000 independent advisors nationwide. The firm serves a diverse client base including individuals, retirement plans, corporations, and institutions, offering various portfolio management and consulting services through a multi-manager platform.

Lisa Bailey is a financial advisor at Raymond James & Associates with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has formerly worked at Ameriprise, Comerica Bank, and Comerica Securities. 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, investment consulting, and municipal advisory services.

Joann Weingartz is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a personal representative and executor for a family estate. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Avery Waite is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 66 and Series 63 licenses and having six years of industry experience. Prior to joining Merrill, Waite worked at Plante Moran Financial Advisors and AIG Retirement Services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, delivering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Pirret is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 10 years of industry experience. Her prior roles include positions at Cetera and Genisys Credit Union, where she has worked for over two decades. She is also involved with Genisys Investment Services related to her LPL business. 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 financial planning and investment services through a large network of advisors, utilizing both proprietary research and third-party strategies while supporting its platform with advanced operational tools.

Nick Singh is a CFP® professional with 44 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2018, and has previously held roles at INVEST Financial Corp., Executive Wealth Management, and Commonwealth Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a broad range of financial planning, model portfolios, and institutional platforms serving individuals, retirement participants, banks, and trust companies.

Robert Abraham is a financial advisor at LPL Financial with 18 years of industry experience and holds a Series 66 credential. His prior roles include positions at Sigma Financial Corporation, Spectrum Financial Resources, United Planners' Financial Services, and Ameriprise. He is also involved in an independent insurance business he operates under his own name. 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, wrap and model portfolio programs, third-party asset management, and institutional platforms.

Michael Justin is a CFP®-certified financial advisor with 26 years of industry experience, currently practicing at LPL Financial in Troy, MI, where he has worked since 2009. He operates a DBA, Stratmore Financial Group, as part of his other business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients with a broad range of financial planning, asset management, and retirement solutions through a large network of investment adviser representatives.

Kevin Van De Steene is a financial advisor at Stifel with 14 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2012. Outside of his advisory role, he serves as a Finance Board Member at St. Mary Mystical Rose Parish in Armada, Michigan. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Crandall is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Bank of America, N.A. since 2016. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristine Koerber is a financial advisor with UBS Financial Services in Birmingham, MI. She holds Series 63 and Series 65 licenses and has 29 years of industry experience, including prior work at AB Bernstein from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Philip Ziegler is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad 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 offers planning through both direct client relationships and corporate agreements.

Elana Muehleip is a financial advisor with Equitable Advisors in Bloomfield Hills, MI, holding a Series 66 designation and 23 years of industry experience. She has been with Equitable Advisors since 2003, including its predecessor firm Axa Advisors. Outside of her advisory role, she serves as Correspondence Secretary for the Bloomfield Republican Women's Club and acts as a co-trustee. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory models, including third-party programs and proprietary offerings, and serves clients through a network of Investment Adviser Representatives.

Henry Ashcraft is a Team Financial Advisor with AMDG Wealth Management, joining the firm in 2026. He focuses on family wealth management strategies, legacy planning, and tax minimization for his clients. Henry operates within the Merrill Lynch Wealth Management line of business. Born and raised in Bloomfield Hills, Michigan, Henry currently resides in Birmingham, Michigan. He graduated from Michigan State University's Eli Broad College of Business with a Bachelor of Arts degree. During his education, he completed an extensive series of internships. Henry holds the Personal Investment Advisor (PIA) professional designation and is a member of Pi Sigma Epsilon, a professional fraternity. Outside of his professional work, Henry enjoys music, skiing, and spending time with his family. He is committed to continuing his family's legacy in the wealth management industry as a next generation financial advisor with AMDG Wealth Management.

Nicole Braidwood is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates firm-approved tools and modeling techniques, offering a wide array of investment and financial services.

Stephen Niezgoda is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior experience includes roles at LPL Financial, Edward Jones, and Morgan Stanley Dw Inc. He also serves as an independent insurance agent and is president of Summit Wealth Management Inc. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and offers multiple platform options, including proprietary model strategies under the Founders Gate Capital brand.

Christian Allen is a CFP® and Series 66-registered financial advisor with Raymond James & Associates, bringing 11 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2019 before joining Raymond James & Associates. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

George Alami is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience and previously worked at Wipfli LLP and Verbio North America. Outside of his advisory role, he is involved with Noho Hospitality. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

David Bond is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Equitable Advisors. Outside of his advisory role, he is vice president of Wiklund & Bond Financial Services, an S-Corp specializing in group benefits such as health insurance, dental, group life, and disability. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a model-driven investment process with portfolio optimization and multiple management strategies. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.