Martin Reid is a financial advisor with LPL Financial based in Grosse Pointe Woods, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Linsco/Private Ledger since 2006. Reid serves on the advisory board for the Capuchins, a nonprofit organization, without compensation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options, supported by research and model portfolios from multiple sources.

Logan Davies is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at United Wholesale Mortgage and JM Outreach Solutions. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

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.

Dennis Taylor is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network and Innovative Financial Inc. Outside of his advisory role, he is an enrolled agent providing tax preparation services through Innovative Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and affiliated and third-party managers.

Susan Brown is a Series 66-licensed financial advisor with Edward Jones in Sterling Heights, MI, and has 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies through a nationwide network of more than 23,700 financial advisors.

Cameron Stiles is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. He has been associated with Strategic Financial Services and LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting services.

Charles Powers is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and one year of industry experience. His work history includes roles at CapStone Wealth Management, Barton Malow, and involvement with Young Entrepreneurs Across America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven investment solutions.

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 financial advisor at Equitable Advisors in Troy, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Equitable Advisors, he worked at Bosch and held roles at Wayne State University, Ferrante Manufacturing, and Great Time Party Rental. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and a range of endorsed third-party asset management platforms.

Scott Rentz is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with various divisions of Fidelity since 2005, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is also noted for its roles as a commodity pool operator, advisor to multiple registered investment companies, and its use of AI and algorithmic methods in portfolio management.

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.

Ryan Barrett is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Raymond James since 2011 and is a 50% owner and partner in B&T Wealth Management, LLC, which supports his Raymond James practice. Barrett also owns RPB Financial Management, a support company, and holds a 50% ownership interest in R&R Investment Holdings, LLC. 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 entities. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and modeling to support client goals, and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Mara Shiffman is a Financial Consultant currently working at Fidelity Investments since 2024. She has an extensive background in financial services, having held roles such as Investment Consultant at Fidelity Investments from 2021 to 2024 and Wealth Advisor at Schechter Wealth from 2020 to 2021. Her experience also includes positions as a Credit Analyst at TCF National Bank, Vice President and Institutional Consultant at Boyd Watterson Asset Management, Client Advisor at JPMorgan Asset Management, Institutional Consultant at Morningstar, and Wealth Advisor at New England Financial. In her role as a Financial Consultant, Mara partners with clients to create personalized financial plans that address their specific goals and life circumstances. Her work encompasses comprehensive financial planning including tax-efficient investment strategies, retirement income planning, insurance solutions, and wealth-transfer strategies. She takes a collaborative and client-focused approach to assist individuals in making informed financial decisions throughout different stages of life.

Jennifer Davis Papa is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She previously worked at Merrill and Bank of America, among other firms. Jennifer holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

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 with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL, he worked in various roles at Louis Vuitton, Lululemon, and other organizations. He maintains outside employment with Louis Vuitton. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

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.

Daniel Heppler II is a financial advisor at Edward Jones in Clinton Township, MI, holding a Series 66 designation with one year of industry experience. He has been with Edward Jones since 2021, following roles both at the firm and outside the financial sector, including positions at Lochmere Country Club and Christian Financial Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices, and manages over $1 trillion in assets under management.

Damon Drew is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC., and Massachusetts Mutual Life Insurance Company. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.