Nicholas Hawk is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services and National Planning Corporation. Outside of advising, he is also employed as a caregiver. 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, third-party asset management, and institutional platforms.

Brian Staniszewski is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. He has four years of industry experience, including roles at Fidelity Investments, Allstate Financial Services, Rocket Mortgage LLC, Charles Schwab & Co., and Quicken Loans Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage funds.

Molly Gardner is a financial advisor at Ameriprise with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Huntington Investment Company and The Huntington National Bank. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm uses a centralized team, proprietary tools, and a defined investment universe that includes affiliated products.

Brett Dennis is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and entering the industry in 2026. His prior work includes roles at Avicenna Medical Systems Inc. and Michigan State University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and various event-driven planning services.

Jeremy Wonch is a financial advisor with Merrill in Madison Heights, MI, holding Series 63 and Series 66 licenses and two years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Rocket Mortgage. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Thomas Buhl is a financial advisor with Wells Fargo Advisors in Grosse Pointe, Michigan, holding a Series 66 designation and having 27 years of industry experience. His career includes prior roles at UBS Financial Services, Ferris, Baker Watts, LLC, and Merrill. Outside of his advisory work, he is involved in managing a professional motorsports team through an LLC he co-owns. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory with other financial products and referral channels.

Martin Kelln is a CFP® and ChFC® with 36 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2017 and has prior experience at Metlife Securities Inc. from 1990 to 2017. Outside of his advisory role, he engages in entrepreneurial activities including teaching yoga, designing custom glass water bottles, and inventing a paddle storage rack system for pickleball facilities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering recommendations based on detailed client information and firm-approved analytical tools.

Fernando Quattrociocchi Jr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He previously worked at Comerica Securities for 23 years and Ameriprise for four years. Outside of Morgan Stanley, he is involved in independent insurance brokering and works with a cash management platform for corporate and institutional clients. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and modeling tools but generally advises without providing individual security recommendations.

John Kronner Jr. is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley and its Private Bank since 2015. 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, managing approximately $2.74 trillion in client assets, and employs structured planning tools supported by its Global Investment Committee.

Peace Little is a Financial Advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. Before joining Thrivent, they served in the United States Army and held teaching positions at Dearborn Advanced Technology Academy and Grand River Academy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on a range of financial topics without portfolio management or discretionary trading authority.

Timothy Kowalski is a financial advisor with Raymond James & Associates in Southfield, MI. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining Raymond James in 2018, he worked for Ameriprise Financial Services, Inc. from 2009 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting through various programs and affiliated research resources.

James Darden II is a financial advisor with LPL Financial in Southfield, MI, holding a Series 66 designation and five years of industry experience. He has worked at several firms including MassMutual Life Insurance Company, Guardian Life Insurance Company, and Park Avenue Securities. Outside of advising, he operates a solo law practice and serves as an assistant high school swim coach, while also participating as treasurer on the executive committee of the State Bar of Michigan's ADR Section. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive operational tools and a broad platform of non-advisory financial services.

Omar Jackson is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity since 2013, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as CFTC registration and advisory roles to multiple funds.

Vonda Grant is a financial advisor with Raymond James & Associates, holding the CFP® designation and Series 63 and 65 licenses. She has 34 years of industry experience, including two years at Merrill and 14 years with her current firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with an emphasis on tailored, non-discretionary advisory relationships.

Thomas Gallant is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2016, including prior experience with Tambra Investments Inc. He also provides consulting services related to financial planning practice management and client acquisition through his business, TJG313 LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income strategies.

Philip Sloan is a financial advisor at Stifel with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Stifel Nicolaus & Co. since 2013, following a three-year tenure at UBS Financial Services. Outside of his advisory role, he performs occasionally as a member of an oldies band. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Steven Grimes is a financial advisor with Raymond James Financial, holding CFP® and ChFC® designations and over 33 years of industry experience. He has worked at Raymond James since 2017 and previously spent significant time at Navigators and Principal Life Insurance Co. He owns Navigators Financial LLC, a support company for his practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and also maintains specialized programs like municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Marc Ganop is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and with 29 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 21 years. Outside of his advisory role, he operates a tax preparation sole proprietorship. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools, and is notable for its scale, complex affiliate network, and recent consolidation activities.

Sheldon Robinette is a financial advisor at J.P. Morgan Securities with five years of industry experience. He has held positions within various divisions of JPMorgan Chase since 2015 and worked at DoorDash between 2020 and 2021. Robinette holds the Series 63 and Series 66 designations. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research and includes specialized capabilities in derivatives and commodities.

Joseph Trocchio is a financial advisor with Raymond James Financial in Saint Clair Shores, MI, holding Series 63 and Series 66 registrations and has 45 years of industry experience. He has been with Raymond James Financial since 2010 and has worked with Raymond James Financial Services since 2007. Outside of his advisory role, he owns and operates Joseph N. Trocchio & Co, a support company where he serves as president. 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 is notable for its municipal advisory affiliation and specialized employer advisory programs.