Dominic Polidori is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Morgan Stanley and J.P. Morgan in various capacities. He also serves as an advisor for the Alliance of M&A Advisors in Detroit, providing networking and content support. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and analysis.

Alan Semonian is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He has worked with Raymond James since 2005 and concurrently operates accounting and tax consulting businesses, including serving as CEO of AmeriTax Plus and President of Eagle Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by risk profiling and analytical tools, and it maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Connor Brannagan is a financial advisor with Raymond James & Associates in Birmingham, MI, holding a Series 66 license and three years of industry experience. Prior to joining Raymond James, he worked at EOTECH INC and has served as a Marine Corps Reservist since 2017. 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, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Vichunas is a financial advisor with LPL Financial based in Troy, MI. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at infinex Investments, Inc. and Flagstar Bancorp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by in-house research and third-party resources.

Danielle Bishop is a Series 66-licensed financial advisor with Equitable Advisors in Troy, MI, where she has worked since 2017. She has seven years of industry experience and previously worked at Westbrook Planning Group and Harper Medical Management. Outside of her advisory role, she is involved in music as a substitute lead female vocalist for MAINSTREET SOUL and volunteers as a singer with the St. Clair Shores Community Chorus. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that utilizes multiple third-party programs and offers both advisory and brokerage channels to meet client needs.

Sarah Grosch is a financial advisor with J.P. Morgan Securities in Rochester, MI, holding Series 63 and Series 66 credentials and having 22 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework. The firm delivers services through a select group of Wealth Advisors on a non-discretionary basis, recommending funds and strategies approved through its internal review processes.

Jake Dandurand is a financial advisor at Osaic Wealth Inc. with a Series 66 designation and one year of industry experience. Prior to joining Osaic, he spent eleven years at Christian Financial Credit Union. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers through multiple advisory platforms.

Michael Kohler is a financial advisor with Ameriprise in Commerce, MI, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendations through a centralized consulting team.

Jacob Princinsky is a financial advisor with Morgan Stanley, holding a Series 66 credential and one year of industry experience. His background includes roles at Morgan Stanley Smith Barney LLC and entrepreneurial activities with Great Harvest Bread Co. He has also worked in various customer service positions and participated in business education at Grand Valley State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning utilizing structured tools and modeling techniques.

Ryan De Cook is a financial advisor with Edward Jones in Rochester, MI, holding CFP® and Series 66 designations and possessing 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Sharon Mccaslin is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide 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 proprietary tools and market scenario modeling.

Michael Burch is a financial advisor with Wells Fargo Clearing in Troy, MI, holding a Series 66 license and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in promoting furniture sales through a business he co-owns with his spouse and holds a partial ownership in a Cartridge World franchise. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party databases.

Brian Staniszewski is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. He has four years of industry experience, including roles at Fidelity Investments, Allstate Financial Services, Rocket Mortgage LLC, Charles Schwab & Co., and Quicken Loans Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage funds.

R. Trudeau is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he serves as a subcommittee member providing financial advice to Mariners Church and is a board member of the Mariners Church Foundation, overseeing the management of its assets. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Zachary Anderson is a financial advisor at UBS Financial Services with 25 years of industry experience, including 19 years at UBS and prior work at Mcdonald Investments Inc. He holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Jeremy Schmidt is a financial advisor with Charles Schwab in Troy, MI, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been associated with Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing services.

Joseph Sarnecky is a financial advisor at Equitable Advisors with 17 years of industry experience. He has held Series 63 and Series 66 registrations and has been with Equitable Advisors since 2009, previously associated with AXA Advisors, LLC. Outside of his advisory work, he has served as past president of the Lanse Creuse Public Schools Foundation and manages his son’s soccer team for the Michigan Stars Football Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services tailored to client goals and risk profiles.

Matthew Merrifield is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019. Prior to that, he was employed at Nordstrom and Oakland University. Merrifield is also involved in a trust-related business activity based in Beverly Hills, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Simonds is a financial advisor with LPL Financial in Shelby Township, MI, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Cia Financial Group, Inc. from 2009 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management along with research and model portfolios from LPL Research and third-party subadvisors.

Reagan Paulina is a financial advisor at Equitable Advisors in Troy, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, Reagan worked at PK Prospects and has academic experience at Wayne State University and Oakland University. Outside of advisory work, Reagan serves as second power of attorney for a family member. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that incorporates both advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.