Matthew Stirling is a financial advisor with OSAIC who holds a Series 66 designation and has 10 years of industry experience. He worked previously at SII before joining OSAIC in 2018. Outside of his advisory role, Stirling is actively involved in hockey coaching and administration, serving as head coach for the Oakland University hockey team and holding leadership roles within the Michigan Collegiate Hockey Conference. OSAIC Wealth, Inc. serves a diverse client base, including retail and institutional investors, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, using various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Michael Baker is a financial advisor at Fisher Investments with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Edward Jones, Pacific Oak Capital Markets, and LPL Financial. Fisher Investments serves a global clientele of institutional and high-net-worth clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and utilizes tax-aware and risk management strategies in its portfolio construction.

Joanne Hardin is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Outside of her advisory role, she is involved in ownership of multiple non-investment-related real estate properties in Ludington, Michigan. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports in partnership with advisors, delivering a range of advisory, brokerage, and insurance solutions through affiliated entities.

Spencer Warn is a CFP® professional with 10 years of industry experience, currently serving at Cetera since 2019. He previously worked at Foresters Financial Services from 2016 to 2019. Outside of his advisory role, he volunteers as president of a local business networking group. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary account options.

Charles Witt is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior work history includes roles at Center Management Services, Inc., Zeal Development Group, and several other firms. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Anthony Bellore is a Series 66 licensed financial advisor with six years of industry experience. He has been with UBS Financial Services since 2019 and previously worked at PNC Bank and UBS. From 2014 to 2018, he was associated with Barton Hills Country Club. UBS Financial Services serves individual, corporate, and institutional clients by providing a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Gregory Dadian is a financial advisor at Morgan Stanley with 26 years of industry experience. He has held positions at Morgan Stanley since 2010, including eight years with Morgan Stanley Private Bank, N.A. He holds the Series 63 and Series 66 securities registrations. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Garret Gotaas is a financial advisor with LPL Financial based in Farmington, MI, holding a Series 66 designation and six years of industry experience. He has worked concurrently at LOC Federal Credit Union and LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various technology-driven investment options.

Joseph Ciaramitaro is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2003. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Vahik Rostamloo is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through a wide range of platforms and proprietary research.

David Mooradian is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following prior experience at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 provides services through dedicated Financial Advisors and specialized strategies.

Jennifer Lyons is a financial advisor with J.P. Morgan Securities in Farmington Hills, MI. She holds a Series 66 designation and has four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021, she worked for Independent Health from 2007 to 2021. 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.

Pamela Preczewski is a financial advisor at Cetera with six years of industry experience and a Series 66 designation. She has worked with Cetera and Cetera Advisors LLC since 2019. Outside of financial advising, she is a co-owner and dance instructor at DanceSport Academy of Michigan and also owns a tax and accounting firm, Accounting Pros Michigan. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets and more than 10,000 advisors nationwide.

Mark Segel is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has been with Mass Mutual Investors Services since 1982 and has worked at MassMutual Life Insurance Co since 1981. Segel is also involved in life and health insurance sales and works as a fee-based insurance advisor. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning using firm-approved analytical tools and structures engagements as ongoing annual collaborations.

Gayle Good is a financial advisor with LPL Financial in Novi, MI, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining LPL Financial, Gayle worked at the Medical Office of John Vassallo MD for twelve years. Gayle has also had periods of unemployment between roles but has maintained continuous involvement in financial advising since 2019. 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 plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support strategic and tactical investment approaches.

Anthony Simor is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Signator Investors, Inc. for 23 years before joining OSAIC in 2018. In addition to his advisory role, he is involved with Michigan Financial Companies as an agent engaged in the sales and marketing of fixed annuities, non-variable insurance, securities, and investment advisory products. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Lana Albawwab is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 credentials and has worked at JPMorgan Chase Bank and DoorDash. 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 applying an ESG eligibility framework in its recommendations.

Adrenee Asadoorian is a Series 66-licensed financial advisor with eight years of industry experience. She has been with Merrill since 2014 and previously worked at Bank of America, N.A. She is based in Farmington Hills, MI. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Zaed Shamoon is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at firms including Bank of America, Northwestern Mutual, and several mortgage and banking institutions. 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 and profit-sharing plans, corporations, and charitable organizations.

Dianne George is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 designations and having 40 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. 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 supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.