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.

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.

Robert Dietrich is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with LPL Financial since 2015. Dietrich also manages his business under the name Aquest Wealth Strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various investment strategies.

Brendan Clancy is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on providing clients with personalized financial advice and strategies aimed at securing their financial futures. Brendan specializes in areas such as education planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income. Before becoming a financial advisor, Brendan gained experience as a seasonal client associate on an advisory team at Merrill, where he was involved in relationship management and deepening his understanding of the economy and investments from a wealth management perspective. Prior to that, he worked as a Production Unit Leader at Fiat Chrysler Automobiles, managing multiple lines of production and assembly in Warren, Michigan. Brendan holds a Bachelor of Arts degree in Finance from the Eli Broad College of Business at Michigan State University. He has earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc., and holds the Personal Investment Advisor (PIA) designation. He is involved in community organizations including Dream Centers of Pontiac, Gleaner's Food Bank, and the Salvation Army. Brendan resides in Grosse Pointe Woods with his wife Meghan and their daughter Nora.

Michelle Rafalski is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. She holds the Series 66 credential and previously worked at Marcus & Millichap for eight years. Rafalski is active in her community, serving as a board member of the Birmingham Bloomfield Chamber of Commerce and co-chairing networking efforts for the Royal Oak Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, providing tailored strategies using proprietary and third-party models across multiple platform arrangements.

Trisia Gotham is a financial advisor at LPL Financial with 15 years of industry experience. She holds a Series 66 designation and previously worked at infinex Investments, Inc. for eight years. In addition to her advisory role, she serves as a branch manager and notary at Flagstar Bank. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

Kevin Hepner is a financial advisor with Ameriprise in Troy, MI, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he co-owns a business called David Brazen. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team working alongside financial advisors.

Kerigan Schmidt is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. Prior to joining Raymond James, Schmidt worked at Morgan Stanley for four years and has held positions in both corporate and self-employed roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients, institutional investors, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Gerald Milliken is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at JPMORGAN Chase Bank, N.A. for 19 years before joining his current firm in 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to deliver customized investment recommendations.

Matthew Zandi is a financial advisor with Raymond James & Associates, holding Series 63 and 65 designations and bringing 31 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he serves as a director at Hunt Club, a farming-related business in Pontiac, Michigan, where he advises on operational and capital improvement matters. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Tyler Prisby is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his financial career, he was affiliated with Lutheran High Northwest and Oakland University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers various topics, including retirement and estate planning, with an option to combine planning with managed-account services under a consolidated billing program.

Scott Allen is a Series 66-licensed financial advisor with Edward Jones in Washington Township, MI, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, he serves as president of the Romeo Area Chamber of Commerce and owns a farm in Washington, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Steven Kallabat is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2015, including time at JPMorgan Securities, LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

James Mcgill II is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been serving in this role since 1993, providing guidance and strategies to clients in various areas of financial planning. His expertise includes corporate executive services, education planning, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He is a Managing Director and holds the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), and Personal Investment Advisor (PIA). James earned a Bachelor of Business Administration degree from the University of Massachusetts at Amherst. Outside of his professional responsibilities, he is involved with the Boy Scouts and enjoys biking, boating, golfing, scuba diving, skiing, and spending time with his family.

Kade Bacon is a Series 66 licensed financial advisor with LPL Financial based in Rochester, MI. He has one year of industry experience at LPL Financial and a diverse background in various roles including sports center management and retail. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Blake Pollock is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Merrill since 2015. Pollock serves on the board of a nonprofit organization focused on aiding disadvantaged youth. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Denise Markovich is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she is involved as a vice president and owner at Long John Properties, LLC, a commercial property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Ethan Hoffman is a CFP® and holds a Series 66 license with 10 years of experience in the financial industry, all of which have been spent at Edward Jones since 2016. He is based in Rochester Hills, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies 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.