Blake Griffith is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his career in 2025. Prior to joining Raymond James, he worked at JP Morgan and has an academic background from Michigan State University. He also has experience working at Great Oaks Country Club. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

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. He has experience working with several firms, including Huntington National Bank and F.B. Wright, and has held various roles since 2019. 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 and investment strategies, supported by a large network of 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 at Wells Fargo Clearing with 34 years of industry experience. He has held positions at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has worked since 2016. Outside of his advisory role, he serves as a trustee for his sister’s trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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 among its investment offerings.

Jeffrey Linska is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ameriprise Financial Services and Securities America. In addition to his advisory role, he is involved in life insurance and fixed and indexed annuity sales. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct portfolios with a range of investment vehicles.

Anthony Larocca is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience, including roles at National Planning Corporation and Cambridge Investment Research Advisors. Outside of his advisory work, he serves as president of Larocca Financial Services, an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

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 in Rochester, MI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has a long tenure with JPMorgan Chase Bank and Bank One dating back to 1997. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis while clients retain final decision-making authority.

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.

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.

Carolyn Kunik is a financial advisor at Merrill with 23 years of industry experience, including 17 years at Merrill. She holds Series 63 and Series 66 designations. 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.

Anthony Bonner is a financial advisor with LPL Financial in Rochester, Michigan, holding Series 63 and Series 65 credentials and with 26 years of industry experience. He previously worked at Sigma Planning Corporation and Sigma Financial Corporation from 2016 to 2023. Outside of his advisory role, he owns Trinitas Tax, a tax preparation and accounting business. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and a range of 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.

Melissa Parkins is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial. She has held roles at Raymond James Financial Services, Inc. since 2012 and has been involved with Southworth & Wilson, Inc. since 2018 in a non-investment support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary planning supported by advanced analytical tools and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.