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.

Sudarshan Kumar is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 license and bringing 11 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through structured discovery conversations and firm-approved planning tools, serving a broad range of retail and institutional customers.

Steven Partyka is a CFP® professional with 31 years of experience, currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James and its affiliated entities since 2009. Partyka participates as a member of the Finance Committee at New City Presbyterian Church, where he assists with budget review and cost reduction proposals. 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, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Regina Walker is a financial advisor at LPL Enterprise with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of advisory work, she is involved in benefit education through Total Benefits Communications, acts as a health insurance agent with Action Benefits, and is an author under WalBar Enterprises LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Mohamed Zahr is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses. He has one year of industry experience and previously worked at Pioneer Pharmacy Services for five years and spent eight years at the University of Michigan. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit‑sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Anders Bergh is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC. His outside business activities include involvement with Prudential-sponsored non-variable insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Evan D Silva is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Nylife Securities LLC, and New York Life Insurance Co. He is also a member of Centaur Consulting LLC, a business entity for tax and investment purposes. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation with offerings that include financial planning, third-party asset managers, and participation in wrap programs, alongside affiliated trust and insurance services.

Brian Mc Fawn is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Ansira, CDK Global, and WE Communications. He also operates McFawn Financial Services Group, LLC, a non-investment related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers programs that include municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Stacey Gearhart is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015 and previously worked at Chase Investment Services Corp. from 2011 to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Troy Wyman is a CFP® professional with 27 years of experience in the financial advisory industry. He is currently with Edelman Financial Engines and has previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options while operating as a fiduciary under ERISA and DOL guidance.

Denice Oliver is a financial advisor at Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses with 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

Dennis Dehn is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including The Prudential Insurance Co. of America, Mass Mutual Investors Services, and Metlife Securities. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

Stephen Hartwig is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. He has worked at Ameriprise since 2017 and previously spent seven years with Axa Advisors, LLC. Hartwig also operates a personal business for tracking business expenses outside of his advisory work. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers tailored retirement income planning with a focus on tax-aware withdrawal strategies and dependable income sources.

David Zukowski is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2010 and has also worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm’s financial planning process uses structured discovery conversations and approved planning tools, providing tailored financial plans supported by its Global Investment Committee’s return estimates and modeling techniques.

Stephen Mikel is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2014, including a tenure at Jpmorgan Chase Bank, N.A. Outside of his advisory role, he assists with paperwork and tax preparation for a family-owned business related to 1099 anesthesia services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates both quantitative and qualitative research and includes capabilities in derivatives and commodities through related affiliates.

Andrew Gizinski is a Financial Consultant currently serving as a Branch Leader at Fidelity Investments since 2026. In his role, he focuses on empowering financial professionals to perform at their highest level. His work emphasizes leadership and team development within the financial services sector. Andrew's professional experience centers on branch leadership and financial consulting. He applies his expertise to support and guide financial advisors and teams to achieve their goals. Details regarding his educational background and credentials have not been provided. Outside of his professional responsibilities, Andrew has interests that include beach activities, family time, fitness, parenthood, and tennis. These personal interests reflect his commitment to a balanced lifestyle.

Sarah Jelinek is a financial advisor at Fidelity with 18 years of industry experience and holds Series 63 and Series 65 designations. She has worked at various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Emmie Ashwell is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2022 and has prior experience with MFC Investment Center, BAM Consulting, and Market Force. Outside of her advisory role, Ashwell serves as president of a housing corporation and chapter advisory board member for the nonprofit Alpha Alpha Kappa Delta, as well as working as a dog sitter. 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.

Michael Gloster is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 33 years of industry experience. His prior experience includes positions at Morgan Stanley, Merrill, Bank of America, and several other firms. Outside of his advisory work, he hosts a podcast through his company, Fashioncast, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 model portfolios and third-party asset managers, supported by technology tools for research and operations.

Angela Zelensky is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her previous roles include positions at Comerica Securities for 27 years and Ameriprise for three years. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and financial planning services tailored to individuals and institutional clients, using structured planning tools and market modeling to support client goals.