William Langenstein is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 24 years of industry experience. His career includes roles at First Allied Advisory Services and managing Langenstein Financial Strategies since 2018. He also serves as a fiduciary in a family trust capacity. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Brian Apple is a financial advisor at Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 designation with one year of industry experience. He previously held various roles at Michigan State University and worked in different capacities including at Szott Automotive Group and Detroit Catholic Central High School. Outside of his advisory work, he is involved with Elite Elements LLC as a social media ambassador focusing on content creation. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning tools and a discovery-based approach without providing individual security recommendations as part of standalone plans.

Richard O'Connell III is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2012. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Rodrigo Gaytan Jr. is a financial advisor at Ameriprise in Troy, MI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at GFL Environmental Inc., Jackson, and various entrepreneurial ventures such as Gaytan Lawn Care and Gaytan Construction Inc. He attended Michigan State University from 2021 to 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining investment research and tax-aware withdrawal strategies for clients nearing or in retirement.

George Sovinsky is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. He previously worked at Bank of America and has served as a police officer for the City of Lathrup Village since 2012. Outside of his advisory role, he operates a sole proprietorship providing occasional home theater installation and computer repair services. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Michael Moon is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Ameriprise and currently partners at Sentia Wealth while also owning businesses including Moon Legacy Partners. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple program structures through a nationwide network of independent advisors.

Alan Sasson is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 14 years with his current firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by in-depth analysis and a broad range of portfolio management styles.

Jason Norris is a financial advisor with LPL Enterprise and holds a Series 66 credential. He has 22 years of industry experience, previously working with Prudential Insurance Company of America and Pruco Securities, LLC. Norris is based in Troy, MI. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm provides access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products through an integrated platform.

Salvatore Serra is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he is involved in health insurance sales through Creative Benefit Solutions. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Kenneth Hagar is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with firms including Huntington Investment Company, Minnesota Life Insurance Co, and Bank of America. In addition to his advisory role, he serves as Director of Retirement Plan Strategies for UHY Wealth Management, focusing on strategic retirement planning and client relationship management. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a broad network of affiliated advisors and employs various asset-allocation tools and investment platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Thomas Pursel is a Private Wealth Advisor and partner at Locniskar Pursel Biddinger Nienberg Rochow Private Wealth Management. He collaborates closely with affluent individuals, families, and institutions to develop customized wealth management strategies. As a member of a multi-generational legacy team, he contributes to streamlining the complexities associated with significant wealth and supports client families through tailored advice and guidance that addresses their long-term priorities and legacy. With a career starting at Merrill in 1983, Mr. Pursel holds significant experience in investment management and portfolio management services. He is a qualified Portfolio Manager who provides investment consulting, retirement income planning, tax minimization, and family wealth management strategies among other client-focused services. He holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Mr. Pursel earned his Bachelor of Arts from the University of Michigan, where he served as captain of the golf team. He is actively involved in community organizations, including service on the Michigan board of the American Cancer Society, Inc. and prior roles such as Past President of Detroit Golf Club and former board member of First Tee of Michigan. In 2024, he received Bank of America’s David Brady Community Service Award for exemplary leadership and dedication to clients and communities. He resides in Bingham Farms, Michigan, with his wife and four children.

Alexander Garrett is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Voya Financial Advisors and Ohio National Financial Services. Garrett is also co-owner of Horizon Wealth Management, a financial services firm involved in insurance and investment services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Kathryn Wunderlich is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at Legacy Wealth Management Group and has a background that includes legal studies at Antonin Scalia Law School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Lisa Imbrunnone is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company and Huntington National Bank for nine years. She has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Gevork Sarkisyan is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has been with JPMorgan Securities LLC and JPMorgan Chase Bank since 2016. 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.

Daniel Muzljakovich is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise since 2009. Outside of his advisory role, he owns and operates a tax preparation business, Bryan Russell & Associates, in Clinton Township, MI. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven recommendations and tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Brianne Aubin is a Series 66-licensed financial advisor with 13 years of industry experience. She has worked at RBC Capital Markets since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management and tailors investment strategies to clients’ risk profiles using both in-house and third-party managers.

Jack Oliveri is a financial advisor with Cetera holding a Series 66 designation and no prior industry experience. He also works with Bultynck & Co PLLC, providing tax, audit, and accounting-related services unrelated to his advisory role. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary options.

Christian Benard is a CFP® with 24 years of experience in financial services. He is currently affiliated with Cetera and has previously worked with Commonwealth Financial Network. Benard is the owner and president of Innovative Financial Inc. and also holds a role as an insurance agent, alongside being a silent investor in two hospitality businesses. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, blending affiliated and third-party managers to deliver customized investment strategies.

Eryck Little is a financial advisor at Morgan Stanley in Troy, MI, with nine years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2016, including roles at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.