Bassem Moez is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Moez serves as board secretary for Oakland International Academy, a volunteer role overseeing school operations in underserved communities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from both internal and third-party sources.

Susan Van Spybrook is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 12 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Thomas Greer is a financial advisor with Cetera in Troy, MI, holding a Series 66 credential and possessing 20 years of industry experience. His prior experience includes a decade at Ameriprise Financial Services and more recent roles at Victory Wealth Group and Greer Financial Group LLC. Outside of his advisory work, he serves as an elder at Heritage Church of Macomb and assists with direct sales for a kitchen products business. Cetera Investment Advisers LLC is a nationwide firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management, financial planning, and consulting services. The firm supports discretionary and non-discretionary management options with access to both affiliated and third-party managers across various program structures.

Lester Houge Jr. is a financial advisor with Equitable Advisors in Southfield, MI, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes positions at Oracle, Lyft, Axa Advisors, and currently Amazon. Outside of his advisory role, he owns an Amazon delivery service. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party managers. The firm employs a hybrid referral and implementation model that integrates advisory and brokerage channels to implement client recommendations.

Daniel Wisniewski Jr. is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2001. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Jason Stachura is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 20 years of investment experience. He specializes in personal retirement planning, portfolio management services, tax minimization, and retirement income. Jason and his team follow a planning-first approach, using a goals-based wealth management process to provide clients with a clear roadmap from their current financial situation to their desired future outcomes. Jason holds a Bachelor's Degree from the University of Detroit Mercy and a Master's Degree from Walsh College. He is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA). His professional principles emphasize honesty, integrity, transparency, and a strict investment philosophy designed to limit conflicts of interest. Outside of his professional work, Jason enjoys boxing, ice hockey, running, soccer, and spending time with his family.

Nicole Mulvihill is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2021. Prior to her advisory career, she held a position at Centria Healthcare from 2015 to 2020. Outside of her advisory work, she owns Mauve Event Management, a business focused on planning and managing events. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, leveraging model portfolios, third-party subadvisors, and research to support discretionary and non-discretionary portfolio management.

Diane Vertin is a financial advisor with Robert Baird & Co. in Rochester Hills, MI, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. She has been with Robert Baird & Co. since 1998. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Edgar Jackson is a financial advisor with J.P. Morgan Securities LLC in Birmingham, MI, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Citizens Bank, Citizens Securities, Edward Jones, and Clarfeld. Outside of finance, he serves as a board member and treasurer for the Detroit Alumni Chapter of Kappa Alpha Psi Fraternity, Inc., a nonprofit organization, and is involved in publishing Christian-based relationship management books. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jason Vogel is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI. He holds the Series 63 and Series 66 designations and has 15 years of industry experience, including six years at Edward Jones prior to joining Raymond James in 2022. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with more than 5,400 advisors. The firm provides wealth advisory planning and investment consulting to individuals, institutional clients, and government entities, offering non-discretionary planning and investment recommendations supported by extensive research and a broad affiliate network.

Dawn Chaltraw Levy is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank, N.A. and Quicken Loans. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Luke Skillman is a financial advisor with Stifel in Southfield, MI, holding a Series 66 designation and joining the firm in 2026. He has previously worked at Dell Technologies and Michigan State University in various roles. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ryan Hozeska is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. He has been with OSAIC since 2020 and previously worked at Saginaw Valley State University. Outside of his advisory role, he is involved in sales and marketing of fixed annuities, non-variable insurance, and securities through Michigan Financial Companies and Fathom Financial Partners. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to construct portfolios that include a broad range of investments.

Henry Gembis is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. He is currently employed at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2024. Prior to this, he worked at Bank of America and Merrill Lynch from 2017 to 2024. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning and estate planning services supported by structured planning tools and modeling techniques.

Kristo Cule is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. His work history includes roles at MassMutual Life Insurance Co and Rocket Central. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved analytical tools.

Daniel Haddad is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior firms include Concourse Financial Group Securities Inc and Eschels Financial Group, where he worked for 18 and 9 years respectively. Outside of his advisory role, he owns Fowling Warehouse LLC, a recreational business combining football and bowling. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and affiliated or third-party managers to deliver tailored investment solutions.

Jennifer King is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety 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 modeling techniques.

Moiz Kharodawala is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and having 12 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and also serves as an independent insurance agent through Gleba and Associates Inc. since 2013. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party investment strategies.

Patrick Maly is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Abigail Huisinga is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and four years of industry experience. She previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she participates as a music leader at Ward Church. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, providing non-discretionary, comprehensive financial planning and portfolio recommendations.