Omar Jackson is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Jennifer Michalski is a financial advisor with Morgan Stanley in Rochester, MI, holding a Series 66 designation. She has experience working with several firms since 2020, including Planning Alternatives and Hoover & Associates. Prior to her advisory roles, she held positions in diverse sectors such as retail at Home Depot and at the University of Hawaii at Manoa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Katlyn Taylor is a financial advisor with Equitable Advisors based in Troy, MI. She holds Series 63 and Series 65 licenses and has recently begun her career in the industry. Outside of her advisory role, she works as a bartender at Coyote Joe's. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through third-party programs. The firm uses a hybrid referral and implementation model, providing both advisory and brokerage channels to meet client needs.

William Jeffrey Jr. is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with LPL Financial for over 31 years. Outside of his advisory role, he manages William Jeffrey & Associates, which provides non-variable insurance and tax preparation services, and he serves as a Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm offers comprehensive financial planning, advisory programs, and brokerage services, utilizing research and model portfolios to support both discretionary and non-discretionary management strategies.

William Degnan is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. 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 operates a hybrid referral and implementation model that combines advisory, brokerage, and insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Lorri Freed is a CFP® with 38 years of industry experience, currently affiliated with LPL Financial in Rochester, MI. She previously worked for over two decades at Sigma Financial Corporation before joining LPL Financial in 2026. 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 both discretionary and non-discretionary management supported by in-house and third-party research.

Scott Kavanaugh is a financial advisor at Fidelity with 20 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services since 2005, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it offers specialized services such as fund advisory and model portfolio delivery.

Denise Meulebrouck is a financial advisor with UBS Financial Services in Troy, Michigan, holding a Series 66 designation and 28 years of industry experience. Her career includes 15 years at Bank of America, NA, and over two decades at Merrill prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and fiduciary financial planning.

Eric Nichols is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., MORGAN STANLEY SMITH BARNEY llc, Wells Fargo Clearing, and WELLS FARGO Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its financial planning process.

Ryan Kus is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and 19 years of industry experience. He has worked with Cetera and its affiliated entities since 2021 and previously served at Voya Financial Advisors. Kus is president of Horizon Advisers, a firm that provides financial services and educational content through Horizon Adviser University, and he is involved in the sale of fixed insurance products through independent agencies he leads. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management options, including model portfolios, third-party managers, and customized strategies, supported by a nationwide network of over 10,000 advisors.

Heidi Kriewall is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research.

Steven Grimes is a financial advisor with Raymond James Financial, holding CFP® and ChFC® designations and over 33 years of industry experience. He has worked at Raymond James since 2017 and previously spent significant time at Navigators and Principal Life Insurance Co. He owns Navigators Financial LLC, a support company for his practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and also maintains specialized programs like municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Tyrone Thorpe is a financial advisor at LPL Enterprise with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley, Northwestern Mutual, and MassMutual. Outside of his advisory role, he owns Quae Capital LLC, an insurance-related business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, brokerage, and insurance products through an integrated platform that combines adviser programs with active sales of other financial products.

Steffen Mc Caughtry is a financial advisor with LPL Financial holding a Series 66 designation and has been in the industry for less than one year. Prior to joining LPL Financial, he held roles outside the financial sector, including employment at Olive Garden and Wing Snob. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Matthew Blackman is a financial advisor at LPL Financial in Rochester, MI, holding a Series 66 credential with four years of industry experience. His prior roles include positions at Michigan Financial Company, UHY Corporate Finance, the University of Michigan, and Frankel Jewish Academy. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

Scott Prechtel is a financial advisor with Equitable Advisors in Oakland, MI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including over two decades at Equitable Advisors and Axa Advisors. Outside of his advisory role, he is a partner at Aspen LLC and holds an administrative role at LRS Management LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals and risk tolerance.

Joel Coleman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services 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 in its investment offerings.

David Smith is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Smith serves as secretary on the board of a nonprofit organization in Troy, MI. 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 its integrated platform.

Joseph Cercone is a financial advisor with LPL Financial based in Rochester, Michigan. He holds a Series 66 designation and began his advisory career in 2024. Prior to joining LPL Financial, he worked in various roles including at Community Choice Credit Union and Livonia Italian Bakery. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with support from proprietary and third-party research.

Bryan Lister is a financial advisor at Morgan Stanley with 49 years of industry experience. He holds Series 63 and Series 65 designations. His career includes roles at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and modeling techniques.