Mark Mullin is a financial advisor with LPL Financial in Troy, MI, holding a Series 65 license and eight years of industry experience. He is also a certified public accountant and owner of Mark T Mullin CPA, a role he has maintained since 1994. In addition to his advisory work, he operates MTM Consulting LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisors, offering access to model portfolios, third-party asset managers, and institutional platforms.

Daniel Curtis is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes positions at United Wholesale Mortgage and roles at Grandville High School and Addix Sportswear. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a client relationship model that combines non-discretionary advisory recommendations with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

William Freeman is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its associated entities since 2001, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook models.

Stephen Zade is a financial advisor with Cambridge Investment Research Advisors in Mt Clemens, MI, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Cambridge since 2015 and also operates his own advisory firm, Stephen Zade Advisors. In addition to his advisory roles, he works as an independent insurance agent for multiple insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides investment solutions via various custody and platform arrangements, employing both proprietary and third-party model strategies with options for discretionary and non-discretionary management tailored to client objectives.

Robert Peabody Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Raymond James & Associates since 1999, totaling 27 years at the firm. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Jay Kuhn is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he supports Coffield and Associates by producing and publishing Money Guide Pro materials and assisting with administrative duties. Ameriprise serves clients primarily through a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations, emphasizing assets held in Ameriprise-managed accounts.

Van Hauswirth is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Raymond James since 1999. Prior to that, he worked at Roney & Co. starting in 1995. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Sauber is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015, including its predecessor Axa Advisors. Outside of his advisory role, Sauber serves as an administrator or executor for family estates and as a trustee for an aunt. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, including both non-high-net-worth and high-net-worth clients, as well as institutions and charitable organizations. The firm offers a range of advisory programs through a network of representatives, relying on third-party sponsors and affiliated asset managers for program implementation.

Delores May is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 66 designations and 20 years of industry experience. Her prior roles include positions at Jackson National Life Insurance Company, Wells Fargo Clearing, and PNC Wealth Management. She is active in nonprofit work as a volunteer with the League of Women Voters and serves on the board of the Lake Breeze Association in Pentwater, MI. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and various advisory programs.

Martin Reid is a financial advisor with LPL Financial in Grosse Pointe Woods, MI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Linsco/Private Ledger since 2006. Reid serves on the advisory board for the Capuchins, a nonprofit organization, without compensation. 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 investment solutions through a large network of advisors, combining technology tools with diverse investment platforms.

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, Michigan, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with Strategic Financial Services and First Allied Advisory Services, among others. Outside of his advisory role, he is involved with Financial Wellness Managers, LLC, a business related to investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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 third-party asset management and institutional platforms.

Jacob Rose is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Financial Group since 2007. Outside of his advisory role, he is an agent involved in life insurance, property/casualty, health, group life, group health, disability insurance, long-term care, and fixed annuities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

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 Series 66-licensed financial advisor with Equitable Advisors, based in Troy, MI, and has two years of industry experience. His prior work includes roles at Bosch, Wayne State University, Ferrante Manufacturing, and the University of Detroit Jesuit High School. He is also involved with Great Time Party Rental. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes third-party advisory models and provides fiduciary services through credentialed representatives.

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.