David Dulude is a financial advisor with LPL Financial who holds Series 63 and Series 66 designations and has 43 years of industry experience. Prior to joining LPL Financial in 2024, he worked for Crown Capital Securities, L.P. for 24 years. He also provides tax preparation services, working in this capacity since 1983. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Shondra Decker is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior work includes roles at Lamb Dairy and Prudential Insurance Company of America. In addition to her advisory work, she is employed outside the industry at Louie's Family Restaurant. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to various investment programs through advisory and brokerage channels.

Jason Welch is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked with LPL Financial since 2021 and has been involved with WWK Investments, Inc. and WWK Advisors, LLC since 1997 and 2010, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 both discretionary and non-discretionary management supported by proprietary and third-party research.

Benjamin Norrito is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Table 74 and Central Michigan University. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a model that incorporates LPL-sponsored programs and multiple endorsed TAMPs.

Craig Pasini is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent seven years with Southwest Securities Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Wright is a financial advisor at Osaic with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Osaic since 2018, following 12 years at Signator Investors, Inc. Outside of his advisory role, he serves as president of Insignia Financial Company and holds board positions with Open Door Community Outreach and the Blood Cancer Foundation of Michigan. Osaic Wealth, Inc. serves a broad array of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports legacy platform programs while maintaining multiple commercial arrangements and advisor transition initiatives.

Andrew Shaffer is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 designation. He began his career at Morgan Stanley in 2023 and has prior work experience in various roles, including at iMBranded and in education. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and firm-approved tools to develop tailored financial plans.

Matthew Mazurek is a financial advisor at Robert W. Baird & Co. Inc. in Birmingham, MI, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including financial planning, discretionary and non-discretionary portfolio management, and offers a range of investment strategies from traditional to complex allocations.

Mara Mc Kenzie is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she held various roles in education, retail, and hospitality sectors. Equitable Advisors serves a wide range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning and brokerage services through multiple program sponsors and third-party managers.

Vicki Filipiak is a CFP®-designated advisor with 27 years of industry experience, currently affiliated with Cetera since 2019. Her prior roles include extensive tenure at Foresters Financial Services and Foresters Advisory Services. She serves as chairperson of the endowment fund committee at St. Paul's Evangelical Lutheran Church and owns an agricultural business involving farming, hunting leases, timber sales, and barn rentals. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with discretionary and non-discretionary account structures.

Keegan Mistry is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

Garry Penta is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. He has been with J.P. Morgan Securities since 2013. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Philip Ohman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Raymond James & Associates since 1999 and has been affiliated with Roney & Co. since 1998. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm offers wealth advisory planning and investment consulting services to a diverse client base, including individuals, pension plans, corporations, and government entities, providing non-discretionary planning and portfolio recommendations through a range of firm-sponsored programs and institutional consulting.

Alicia Schonberger is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial in Troy, MI. She worked at Fidelity Investments for ten years before a period away from the industry and has been with LPL Financial since 2025. She is involved in divorce financial planning through Lylac Divorce Solutions, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.

Lorraine Lalicata is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Raymond James & Associates provides financial planning and investment consulting to a diverse client base including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships.

Renee Mietelski is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2011. She has been with Fidelity Investments for 27 years, serving in various roles including Financial Consultant, Investments Consultant, Client Service Specialist, and Senior Tax Customer Service Specialist, among others. Throughout her career, Renee has focused on building relationships with clients to understand their financial goals, preferences, and concerns. Her extensive experience at Fidelity spans from retirement representation to financial consulting, allowing her to create comprehensive financial plans aimed at providing clients with peace of mind and supporting the lifestyles they aspire to maintain. Renee's approach emphasizes collaboration with clients to tailor strategies that align with their individual needs. Outside of her professional responsibilities, Renee enjoys beach activities, family time, fitness, social events with friends, music, and parenthood.

Thaddeus Vannice II is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves as Vice Chairman on the Board of Directors for Elder Law of Michigan and is involved in independent insurance brokering. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research and modeling techniques to deliver non-discretionary recommendations tailored to clients’ financial situations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Accardo is the Vice President Private Wealth Management Advisor at Fidelity Investments, where he collaborates with families to develop comprehensive financial plans using Fidelity's innovative planning tools and investment strategies. He focuses on creating financial plans that align with the goals important to each family. Daniel has been with Fidelity Investments since 2007 and has held various roles including Financial Representative, Investment Representative, Retirement Solutions Representative, Retirement Relationship Manager, Financial Consultant, Vice President, Wealth Planner, and currently Vice President, Private Wealth Management Advisor. His extensive experience encompasses wealth planning, retirement solutions, and investment advisory services. Outside of his professional work, Daniel has interests in cars, family activities, football, golf, movies, and traveling.

Michael Conti is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2022. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with specialized municipal and public finance services.

Mark Wise is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Osaic Wealth, Inc. and has previously worked at Woodbury Financial Services Inc. and SII Investments. In addition to his advisory work, Wise teaches the investments course in the CFP Program at Oakland University and serves as Vice President of Advanced Planning Educational Group, Inc. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including high-net-worth individuals and charitable organizations, through a broad network of financial advisers. The firm employs a comprehensive investment approach using asset-allocation tools, risk-tolerance assessments, and third-party management solutions to construct portfolios across multiple asset classes.