Mark Mullin is a financial advisor with LPL Financial in Troy, MI, holding a Series 65 designation and nine years of industry experience. He has worked at LPL Financial since 2019 and previously operated MTM Consulting LLC for four years. Additionally, Mullin is a CPA and owner of Mark T Mullin CPA, a firm he has run since 1994. 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 a network of more than 22,900 advisors.

William Freeman is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets starting in 2001. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Stacie Duclos is a financial advisor at Ameriprise with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Huntington Investment Company, JP Morgan Chase Bank, and LPL Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Robert Peabody Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Raymond James & Associates since 1999, totaling 27 years at the firm. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Van Hauswirth is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Raymond James since 1999. Prior to that, he worked at Roney & Co. starting in 1995. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Martin Reid is a financial advisor with LPL Financial in Grosse Pointe Woods, MI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Linsco/Private Ledger since 2006. Reid serves on the advisory board for the Capuchins, a nonprofit organization, without compensation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors, combining technology tools with diverse investment platforms.

Jarrett Broecker is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at the United States Property & Fiscal Office of Michigan, The Home Depot, the Michigan Army National Guard, and Fenton Township. He is based in Troy, Michigan. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a methodology that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, model portfolio delivery, and advisory roles to registered investment companies and fund-of-funds.

Michael Block is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Citigroup Global Markets since 2004 and has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.

Cameron Stiles is a financial advisor with LPL Financial in Troy, Michigan, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with Strategic Financial Services and First Allied Advisory Services, among others. Outside of his advisory role, he is involved with Financial Wellness Managers, LLC, a business related to investment services. 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 a range of advisory and brokerage services, including financial planning and access to third-party asset management and institutional platforms.

Jacob Rose is a financial advisor with Mass Mutual Investors Services in Belmont, MI. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Rose has been with MassMutual Financial Group and MML Investors Services since 2007 and is also involved with Take A Label, Inc., where he has been active since 2000. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as annual, collaborative relationships with clients.

Jason Walbridge is a financial advisor with Ameriprise in Grosse Pointe, MI, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he provides administrative and paraplanning support to another financial advisor through Fitzhugh Services LLC. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Daniel Friedel is a Series 66-licensed financial advisor with Equitable Advisors, based in Troy, MI, and has two years of industry experience. His prior work includes roles at Bosch, Wayne State University, Ferrante Manufacturing, and the University of Detroit Jesuit High School. He is also involved with Great Time Party Rental. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes third-party advisory models and provides fiduciary services through credentialed representatives.

David Kenny is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Raymond James since 2015 and also serves as a wealth manager at Brayton Asset Management in St. Clair Shores, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Eric Woodhouse is a financial advisor with Ameriprise in St. Clair Shores, Michigan, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, Woodhouse owns Detroit River Outdoors, a business specializing in outdoor clothing apparel. Ameriprise serves individuals approaching or in retirement with a retirement-income planning service tailored to those meeting specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Hussein Sobh is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Louis Vuitton, Lululemon, and several other firms. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation through portfolios developed by LPL’s Research Department and third-party strategists.

Alexander Martinez is a financial advisor with Raymond James & Associates who holds a Series 66 credential and has three years of industry experience. Prior to his current role, he worked at Sportradar and has spent time as a baseball coach, providing individual lessons to children. He is also involved with Michigan Ignite Baseball, offering coaching in the sport. 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 municipalities, and offers a range of financial planning and consulting services with a variety of portfolio management styles and affiliated research.

Damon Drew is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, Massachusetts Mutual Life Insurance Company, Primerica Advisors, and Ameriprise. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and also offers trust custody, insurance services, and collateralized lending through affiliated entities.

Charles Gabel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 45 years of industry experience. He has worked at Equitable Advisors since 1999 and was previously with Axa Advisors, LLC. Outside of his advisory role, he serves on the board of The Ruby McCoy Foundation and is involved in property and casualty insurance through Gabel Financial Services. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory models primarily implemented through third-party asset managers and delivers services without sponsoring its own wrap fee program.

Michael Vaughn is a financial advisor with Stifel in Grosse Pointe, MI, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has previously worked at Wells Fargo Clearing and Chase Investment Services Corp. Vaughn is also the owner of MDV LLC, a business unrelated to his advisory role. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Eric Fox is a CFP® and ChFC® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2015. He is based in Gross Pointe, MI. Fox has ownership interests in real estate and a business called ERF LLC, where he dedicates part-time hours. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. Their approach includes detailed analysis and algorithm-supported recommendations focused on income sources, tax-efficient withdrawals, and Social Security strategies.