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.

Nathan Kniesteadt is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and currently in his first year in the industry. His background includes involvement with youth hockey organizations and local business ventures. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

Beth Connolly is a financial advisor at Morgan Stanley with 17 years of industry experience. She has held positions at Morgan Stanley since 2019 and previously worked at Neuberger Berman LLC from 2013 to 2017. She holds the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Ross Armstrong is a financial advisor with Equitable Advisors in Troy, Michigan. He holds a Series 66 designation and has three years of industry experience. Outside of his advisory role, he is a sales associate at Time Travelers, a comics, cards, and collectibles business. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.

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.

Anna Loeffler is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. She has worked at Ameriprise since 2024 and previously held positions at Thrivent Financial, Thrivent Investment Management Inc., and General Motors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a centralized service team that collaborates with advisors to provide written recommendations and ongoing advice.

David Valent Jr. is a Series 66 licensed financial advisor with Equitable Advisors in Troy, MI, with two years of industry experience. Prior to his current role, he has worked in various positions including as a mechanic assistant at Pontiac Lake Service and roles in automotive and construction-related businesses. Equitable Advisors serves individuals across a range of wealth levels as well as institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a combination of proprietary and third-party advisory programs, focusing on personalized client assessment and matching clients with appropriate investment solutions.

Isaac Van Dyke is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. He previously worked at PRUCO Securities, LLC and was a student for ten years prior to beginning his advisory career. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm typically uses model-driven portfolio management and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

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.

Ryan Davis is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2016, including four years when the firm operated as AXA Advisors, LLC. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both in-house and third-party advisory models.

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.

Antonio Kavouriou is a Series 66 licensed financial advisor with four years of industry experience. He currently works at OSAIC and 30,000 FT Wealth Management and has previous experience at JPMorgan Chase Bank, J.P. Morgan Securities, Equitable Advisors, and other firms. Prior to his financial career, he worked in hospitality and event management. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization within a multi-advisor platform.

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.

Benjamin Hawker is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His background includes various roles related to golf course management and operations as well as a four-year period at the University of Michigan. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Jessica Gibbs is a financial advisor at Ameriprise with 19 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities and Stifel. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining investment research and algorithmic tools to deliver personalized, tax-aware recommendations.

Ethan Smith is a financial advisor at Equitable Advisors in Troy, MI, holding a Series 66 designation with no prior industry experience. Before joining Equitable Advisors, he worked in various roles including at Commonwealth Financial Group and Denso Manufacturing. Outside of finance, he operates Smessco Power Washing LLC. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of investment adviser representatives and third-party managers.

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.