Joseph Vitale is a financial advisor at Vitale Wealth Management in Metamora, MI, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has operated under American Retirement Advisors, Inc. dba Vitale Wealth Management since 2016. In addition to his advisory role, Vitale is an owner and insurance agent at American Retirement Solutions and is involved in a real estate brokerage, Trinity Realty Inc. Vitale Wealth Management serves individual and high-net-worth clients with discretionary asset management and hourly financial planning. The firm manages approximately $101.8 million in discretionary assets, employs model-based portfolios with various analytical approaches, and maintains co-advisor relationships to implement select strategies.

Nicholas Harajli is a Series 66-registered advisor at Vitale Wealth Management with two years of industry experience. He previously worked at Hantz Financial Services and United Wholesale Mortgage, and earlier held roles at Best Buy. Vitale Wealth Management serves individual and high-net-worth clients through discretionary asset management and hourly financial planning. The firm manages approximately $101.8 million in discretionary assets across about 383 client relationships, using model-based portfolios and multiple analytical approaches while maintaining co-advisor partnerships for select strategies.

Michael Awwad is a financial advisor at MDRN Capital with 13 years of industry experience and holds the Series 66 designation. His prior roles include positions at Edward Jones, PNC Investments, and Huntington Financial Advisors. Outside of advisory work, he serves as an adjunct professor at Southern New Hampshire University and is an assistant chief at the Goodland Township Fire Department. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning through a multi-advisor team model. The firm focuses on long-term portfolio construction using unaffiliated independent managers and low-cost mutual funds and ETFs, with ongoing oversight and flexibility for tactical adjustments.

Lonnie Mclane is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes long-term roles at Sigma Financial Corporation and ongoing involvement with Mid Thumb Insurance and Mid Thumb Financial Planning. Outside of his advisory work, he is engaged with Estate & Tax Consultants, LLC, providing trust funding, tax preparation, and mortgage reduction services. IP Financial Advisory Services primarily serves individual retail clients by offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority and a variety of analytical methods, while also referring clients to third-party investment advisors.

David Ne Smith is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and served in the US Army Reserve for 29 years. Outside of advising, he has experience with Allen Marine Tours and retired military service. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice through Guided Pathways, with investment advice developed by Morningstar Investment Management.

Christopher Buzzell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His career includes roles at Comerica Securities and Cetera Investment Services, among others. He is based in Lapeer, Michigan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Stephen Elzerman is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017, following two years at Primerica Financial Services and four years with Lapeer Community Schools. He serves as a board member of the Lapeer Downtown Development Authority, where he assists with downtown development, community events, and business attraction efforts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Kyle Tank is a CFP® professional with six years of industry experience and currently works at Ameriprise. He previously worked at Ameriprise Financial Services, Inc. and has operated Through Fire Fitness since 2019. In addition to his advisory work, he owns and manages a junk removal business and serves as an expert witness providing opinions in legal cases. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Michael Butterfield is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of advising, he is a part-owner of a Subway restaurant and a limited partner in a golf course in Metamora, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, SMAs, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors and 15,121 branches.

Kirk Curtis is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 1997. Outside of his advisory role, Curtis serves on the executive committee of the Drummond Island Club, a private hunt club in Farmington Hills, Michigan, where he assists in managing club administration. 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 and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Gino Petitta is a financial advisor with LPL Financial in Lapeer, MI, holding Series 66 and Series 63 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2003. Petitta is involved in offering and referring property and casualty insurance through a side activity with Custom Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations nationwide. The firm provides various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Andrew Roosa is a financial advisor with Edward Jones in Almont, MI, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at Edward Jones since 2017 and previously at Comerica Bank from 2014 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Mette is a financial advisor with LPL Financial in Imlay City, MI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2014 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from LPL Research and third-party subadvisors.

Harry Booms is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1985. Outside of his advisory role, he is also involved in farming as the owner of Ashmore Acres in Harbor Beach, Michigan. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

Kriss Klaus is a financial advisor with Primerica Advisors in Lapeer, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1994. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Mark Bachman is a financial advisor with Edward Jones in Lapeer, MI, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Edward Jones since 1988. Bachman serves as a board member for Lapeer County Community Mental Health. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Benjamin Littlefield is a financial advisor at Edward Jones with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Enterprise, The Prudential Insurance Company of America, and other firms. He also sells Medicare insurance through two companies, Action Benefits and American Group Insurance, assisting clients with healthcare options related to retirement. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the U.S. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Todd Petty is a financial advisor with Edward Jones in Lapeer, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he was involved with Christ's Church and Hillside Discipleship Church, serving at the latter for over a decade. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Ronald Gray Jr. is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices across the country.