Noah Roberts is a financial advisor with Equitable Advisors in Troy, MI. He holds a Series 66 designation and has approximately one year of industry experience. His prior work experience includes roles at Ashford Inc., Hilti North America, and involvement with Baylor Business Fellows. Equitable Advisors serves a broad 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 through a network of Investment Adviser Representatives, utilizing a range of third-party and proprietary investment solutions.

Dion Stevens is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and The Auto Club Group. Outside of financial services, he worked at Asphalt Specialist, Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various affiliated non-securities products and services.

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.

Clayton Kendrick is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior experience with Senior Life Services and Academy Mortgage Corp. Kendrick is also involved with Total Home Lending, where he provides mortgage and real estate services. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of advisory and brokerage services along with affiliated insurance and lending programs.

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.

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.

Katlyn Taylor is a financial advisor at Equitable Advisors in Troy, Michigan, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Equitable Advisors, she worked in various roles including bartender at Coyote Joe's. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to deliver customized investment solutions.

William Degnan is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, totaling over two decades at the firm. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered solutions and third-party asset managers.

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.

Eric Nichols is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

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.

Tyrone Thorpe is a financial advisor with LPL Enterprise in Troy, MI, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Morgan Stanley, Northwestern Mutual, MassMutual, and Prudential. Thorpe is also the owner of Quae Capital LLC, an investment-related firm operating in Farmington Hills, MI. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment approaches, offers access to third-party asset managers, and facilitates insurance product sales through affiliated entities.

David Smith is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as secretary on the board of a nonprofit organization based in Troy, MI. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Bryan Lister is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 licenses. He has 50 years of industry experience, including roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Richard Tober is a financial advisor with LPL Enterprise holding a Series 66 credential and 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Fifth Third Securities, TIAA-CREF, and PNC Wealth Management. 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 uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

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.

Bradley Zarzycki is a Series 66 credentialed financial advisor with one year of industry experience. He is currently with LPL Enterprise in Troy, MI, and has held prior roles at Prudential, Incrementum Investments, and Hantz Financial Services. Outside of financial services, he has been involved in entrepreneurial ventures including Prospero Holdings LLC and provided DJ services through Pro DJ Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach with discretionary authority granted to portfolio strategists and offers access to third-party asset managers while also facilitating insurance product sales and affiliated trust services.

Caitlin Stanley is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Bank of America, Merrill, Service Systems Associates, and Celebrations Party Rental. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports through a centralized consulting team.