Aaron Busse is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Edward Jones and Primerica. Busse also operates The Busse Group, LLC, which is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Dominic Fazzolari is a financial advisor at Ameriprise with 11 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2013. Outside of advising, he serves on the board of directors for Excel Networking. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sehra Elyas is a financial advisor at Fidelity with Series 65 and Series 63 credentials and three years of industry experience. She has worked previously at United Wholesale Mortgage, Quicken Loans - Rocket Auto, Chemical Bank, Capital Michigan, and Remax Crown Properties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers both discretionary and non-discretionary advisory services.

Victoria Trudeau is a financial advisor with UBS Financial Services in Troy, MI, holding a Series 66 designation and 11 years of industry experience. She has been with UBS since 2015 and previously worked with Vox Media Inc. as a freelance professional writer, contributing articles about Detroit restaurants. She also serves as a trustee of the Episcopal Diocese of Michigan, assisting in overseeing investment strategy and grant awarding. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor investment plans based on clients’ goals and risk tolerances.

Daniel Delmastro is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, Delmastro is involved in volunteer firefighting in Troy and organizes social events for young professionals through a local networking group. He also performs piano at public events as a small business owner. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, offering detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored retirement planning, emphasizing Ameriprise-managed accounts and utilizing algorithmic tools overseen by an internal committee.

Eric Munro is a financial advisor at Charles Schwab with Series 66 credentials and four years of industry experience. He previously worked at Equitable Advisors and Insight Global before joining Charles Schwab in 2025. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by its extensive research and operational infrastructure.

Christopher Feldman is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, blending proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and provides a wide range of capital markets and advisory services.

Giuseppe Viviano is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has previously worked at firms including J.P. Morgan Securities and Empower Financial Services. Outside of advising, Viviano has been involved in various business ventures spanning the food and marketing industries. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Quinn Wright is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including Edward Jones and FSC Securities. Quinn is also involved in local government, serving on the City of Madison Heights City Council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and external sources.

David Patton is a financial advisor at Cetera with 25 years of industry experience and holds a Series 66 designation. His prior work experience includes roles at Home Depot and Sur La Table. Outside of advising, he owns and operates businesses involved in real estate financing and home remodeling, and he also sells fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with access to both affiliated and third-party investment managers.

Emerald Haan is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. Prior to joining LPL Enterprise, Emerald worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial services, Emerald works part-time as a bartender for large events at Bells Eccentric Cafe. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Zane Rosely is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has prior experience working at the University of Kentucky and Edgewood Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jeremy Wonch is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase Bank, and Rocket Mortgage. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Thomas Buhl is a financial advisor with Wells Fargo Advisors based in Grosse Pointe, MI, holding a Series 66 designation and 27 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2011. Outside of his advisory role, he is involved in managing a professional motorsports team through an LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and delivers tailored recommendations using proprietary research and planning tools, with optional implementation through various brokerage or advisory programs.

Anthony Fodale is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. His background includes roles at Wayne State University and various retail and educational positions prior to joining the firm. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services using an integrated platform that combines advisor programs with the sale of financial products and access to model portfolios and third-party asset managers.

Ali Kabot is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Nicholas Bonema is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. His prior roles include positions at Equitable Advisors and at university settings such as the University of Nevada - Las Vegas and Loyola University. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both individual and corporate financial planning agreements.

Hunter Chappell is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at the University of Michigan Flint and Action Water Sports. Ameriprise serves individuals approaching or in retirement, primarily those with substantial investable assets, by providing retirement-income planning through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions.

Fernando Quattrociocchi Jr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He previously worked at Comerica Securities for 23 years and Ameriprise for four years. Outside of Morgan Stanley, he is involved in independent insurance brokering and works with a cash management platform for corporate and institutional clients. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and modeling tools but generally advises without providing individual security recommendations.

Noah Roberts is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Ashford Inc., Hilti North America, and Baylor Business Fellows. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver both advisory and brokerage solutions.