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 at J.P. Morgan Securities with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, combining large institutional advisory operations with brokerage and investment management capabilities.

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.

Justin Wagner is a financial advisor with J.P. Morgan Securities. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Equitable Financial Life Insurance, and several companies outside the financial sector such as Chipotle and Henry Ford Health. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Roger Folkema is a financial advisor with Ameriprise in Troy, MI, holding a Series 66 designation and 19 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research-driven analysis with algorithmic tools to deliver tailored retirement planning advice through a centralized consulting team.

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.

Richard Shaheen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 40 years of industry experience. He has previously worked with Sigma Planning Corporation and Sigma Financial Corporation, and he has operated Rick Shaheen & Associates since 1992. Outside of his advisory work, he is involved in community activities as the president and board member of the Metropolitan Detroit Chorale and participates in local business networking groups. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and estates, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various investment platforms and strategies, including proprietary models and third-party managers, with features tailored to meet client objectives.

Adrian Paich is a financial advisor with LPL Financial in Clinton Twp, MI, holding Series 63 and Series 66 credentials and with 28 years of industry experience. He previously worked at Spc, Sigma Financial Corporation, and Masen, Frantz & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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.

Robert Rosin is a financial advisor with Merrill in Grosse Pointe, MI, holding a Series 66 designation and 17 years of industry experience. He has worked at Bank of America and Merrill Lynch since 2009. 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 strategies for individuals, high-net-worth clients, corporations, and charitable organizations.

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.

Kimberly Enders is a CERTIFIED FINANCIAL PLANNER™ professional with over 31 years of industry experience. She is currently affiliated with Cetera and has held various roles within the Cetera network and Summit Financial Group since 2015. Beyond her advisory work, she is involved in motivational speaking and sales training. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide independent advisor network and operates a multi-manager platform with various program options and affiliations.

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.

Da'neesha Bracey is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation and has worked concurrently as a delivery driver and as a drop bury technician for Bracey's Underground Services, a business she has been involved with for ten years. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers access to various investment models and third-party asset managers, delivering services through a network of Investment Adviser Representatives.

Andrew Camden is a Series 66 licensed financial advisor with 24 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at J.P. Morgan Securities and Banc One Securities Corporation. Camden has ownership interests in Kercheval Financial Group, LLC and GSC Enterprises, Inc., and serves as executor and personal representative for family estates. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products, delivering tailored recommendations supported by proprietary research and tools.

Tonya Pirker is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill Lynch since 1999. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Linda Kay is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 66 designations and having 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 1993. Kay has established an LLC for future sub-leasing arrangements, though it has not generated any income or expenses. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary retirement advice, primarily for clients maintaining assets within Ameriprise-managed accounts.

Michail Curro is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. 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 primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.