Frank Dilorenzo is a financial advisor with Ameriprise in Shelby Township, MI, holding a Series 66 credential and 14 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, he is co-owner of two real estate businesses that manage properties for capital gains and development opportunities. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Ronald Hebert is a financial advisor with MassMutual Investors Services in Southfield, MI, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 2000. Outside of his advisory work, he volunteers as a part-time youth lacrosse coach. MassMutual Investors Services, LLC provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual financial planning engagements using firm-approved software, with recommended investment categories rather than specific products, and offers a range of programs including money-manager services and educational seminars.

Troy Tiseo is a financial advisor at Edward Jones in Macomb, MI, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Huntington National Bank, F.B. Wright, and Tekton. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Charbel Salem is a CFP® with four years of experience, currently affiliated with Stifel since 2022. Prior to joining Stifel, he worked at Slalom, Strategic Staffing Solutions, and L&W Group. He is co-owner of CS Professional Svcs, LLC, a mental health services business. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kevin Zions is a financial advisor with Wells Fargo Clearing in Troy, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for his sister’s trust on a limited basis. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jeffrey Linska is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise Financial Services, Lincoln Investment, and Securities America Advisors. Outside of advisory work, he is involved in life insurance and annuity sales through registered channels and operates an advisory business under The Linska Group. OSAIC Wealth serves a diverse range of retail and institutional clients with brokerage and advisory services, offering model-based asset allocation and portfolio optimization across various programs, including Unified Managed Accounts and retirement plan consulting.

Anthony Larocca is a financial advisor with Cambridge Investment Research Advisors, holding a ChFC® designation and Series 63 and Series 65 licenses. He has 18 years of industry experience, including previous roles at National Planning Corporation and Transamerica Financial Advisors. Outside of his advisory work, he is president of Larocca Financial Services, an independent insurance agency. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides both discretionary and non-discretionary management with access to multiple platforms, third-party advisers, and proprietary model strategies.

Bradley Surman is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He began his career as a Wealth Management Banker at Bank of America from 2003 to 2009, followed by roles as a Financial Advisor at Morgan Stanley and Merrill Lynch before joining Fidelity Investments as a Financial Consultant in 2013. Throughout his career, Bradley has worked with wealthy individuals and families to develop long-term financial plans and provide education to help clients avoid common financial mistakes. His approach emphasizes planning, honesty, education, collaboration, and diligence. Outside of his professional work, Bradley enjoys attending concerts, cooking and baking, playing golf, watching movies, listening to music, and going to the theater.

Robert Rubarth is a financial advisor with Stifel in Rochester, MI, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent six years at Raymond James & Associates. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jeffrey Smaka is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has a longstanding affiliation with JPMorgan Chase Bank and Bank One since 1997. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program delivers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Joshua Slayton is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked in various roles including at Raymond James Financial Services and the Rochester Mills Beer Company. His background also includes academic positions at Grand Valley State University and consulting work with J5 Consulting and Construction Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports clients through advisory programs and institutional consulting.

Susan Moore Bommarito is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Raymond James since 1999 and has prior experience at Roney & Co. since 1992. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered 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 municipal advisory services supported by a broad network of advisers and affiliated research.

Nickolas LaLonde is a Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he works with clients to understand their personal priorities, preferences, and values, providing coaching and strategies aligned with their financial goals. Prior to joining Fidelity, he was a Financial Solutions Advisor at Merrill Lynch from 2019 to 2022 and completed an internship in wealth management at Merrill Lynch in 2018. Throughout his career, Nickolas has focused on delivering financial planning and wealth management services tailored to individual client needs. His professional experience spans several years in the financial advisory field, where he has developed expertise in client-focused financial strategies. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Hayley Morgan is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for six years. Morgan has also held positions at Berkshire Hathaway HS, HWWB Realtors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a nationwide adviser network and a range of portfolio management styles.

Yvette Musto is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2003. Outside of her advisory role, she manages a mortgage-related business involving the collection and distribution of payments for a property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services through a large network of financial advisors and branch offices.

Anthony Bonner is a financial advisor with LPL Financial in Rochester, MI, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior work includes roles at Sigma Planning Corporation, Sigma Financial Corporation, Raymond James & Associates, and FSC Securities Corporation. He is also the owner of Trinitas Tax, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Jason Buchan is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Prior to his current role, he served as the lead pastor at Northside Church, where he was involved in teaching, preaching, counseling, and managing the church’s operations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority and allowing clients to integrate planning with managed-account programs under a consolidated billing option.

Nicholas Batschynsky is a financial advisor at LPL Financial with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at Commonwealth Financial Network and Quantum Ventures, as well as academic engagements at the University of Notre Dame and Michigan State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Melissa Parkins is a CFP®-designated financial advisor with Raymond James Financial, based in Troy, MI. She has 13 years of industry experience, including roles at Raymond James Financial Services Advisors, Inc. since 2019 and Southworth & Wilson, Inc. since 2018. Outside of her advisory work, she supports operations at Southworth & Wilson, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and advisory services aligned with client goals.

Nicole Bell is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds the Series 66 designation and previously worked at Hantz Financial Services for 10 years before joining Raymond James in 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional and pension plans, and charitable organizations, offering services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.