Renee Marone is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2013, following a three-year tenure at PNC Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Blake Griffith is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his career in 2025. Prior to joining Raymond James, he worked at JP Morgan and has an academic background from Michigan State University. He also has experience working at Great Oaks Country Club. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

Issac Power is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at New York Life and NYLIFE Securities, as well as experience in education at high schools and Baylor University. In addition to advisory work, he is an insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Joseph Banaszewski is a financial advisor with LPL Financial in Grosse Pointe Woods, MI, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2000. Outside of his advisory role, he serves as an assistant baseball coach at Grosse Pointe North High School. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Frank Dilorenzo is a financial advisor with Ameriprise in Shelby Township, MI, holding a Series 66 credential and 14 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, he is co-owner of two real estate businesses that manage properties for capital gains and development opportunities. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Patrick Fleming is a financial advisor at Ameriprise in Sterling Heights, MI, holding Series 63, 65, and 66 licenses with 14 years of industry experience. His prior roles include positions at United Shore, Cco Investment Services, and Charter One Bank. He has been with Ameriprise since 2019. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant 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 in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Palma Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Regal Investment Advisors, Lincoln Investment, and Merrill. He serves as treasurer for the Troy Foundation of Educational Excellence. Cambridge Investment Research Advisors serves a broad client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and custodians, including proprietary model strategies under the Founders Gate Capital brand.

Ronald Hebert is a financial advisor with MassMutual Investors Services in Southfield, MI, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 2000. Outside of his advisory work, he volunteers as a part-time youth lacrosse coach. MassMutual Investors Services, LLC provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual financial planning engagements using firm-approved software, with recommended investment categories rather than specific products, and offers a range of programs including money-manager services and educational seminars.

Nathan Kniesteadt is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and currently in his first year in the industry. His background includes involvement with youth hockey organizations and local business ventures. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

Beth Connolly is a financial advisor at Morgan Stanley with 17 years of industry experience. She has held positions at Morgan Stanley since 2019 and previously worked at Neuberger Berman LLC from 2013 to 2017. She holds the Series 63 and Series 65 licenses. 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, and manages approximately $2.74 trillion in client assets.

Ross Armstrong is a financial advisor with Equitable Advisors in Troy, Michigan. He holds a Series 66 designation and has three years of industry experience. Outside of his advisory role, he is a sales associate at Time Travelers, a comics, cards, and collectibles business. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.

Troy Tiseo is a financial advisor at Edward Jones in Macomb, MI, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Huntington National Bank, F.B. Wright, and Tekton. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Charbel Salem is a CFP® with four years of experience, currently affiliated with Stifel since 2022. Prior to joining Stifel, he worked at Slalom, Strategic Staffing Solutions, and L&W Group. He is co-owner of CS Professional Svcs, LLC, a mental health services business. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Anna Loeffler is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. She has worked at Ameriprise since 2024 and previously held positions at Thrivent Financial, Thrivent Investment Management Inc., and General Motors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a centralized service team that collaborates with advisors to provide written recommendations and ongoing advice.

David Valent Jr. is a Series 66 licensed financial advisor with Equitable Advisors in Troy, MI, with two years of industry experience. Prior to his current role, he has worked in various positions including as a mechanic assistant at Pontiac Lake Service and roles in automotive and construction-related businesses. Equitable Advisors serves individuals across a range of wealth levels as well as institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a combination of proprietary and third-party advisory programs, focusing on personalized client assessment and matching clients with appropriate investment solutions.

Kevin Zions is a financial advisor with Wells Fargo Clearing in Troy, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for his sister’s trust on a limited basis. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Isaac Van Dyke is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. He previously worked at PRUCO Securities, LLC and was a student for ten years prior to beginning his advisory career. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm typically uses model-driven portfolio management and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Jeffrey Linska is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise Financial Services, Lincoln Investment, and Securities America Advisors. Outside of advisory work, he is involved in life insurance and annuity sales through registered channels and operates an advisory business under The Linska Group. OSAIC Wealth serves a diverse range of retail and institutional clients with brokerage and advisory services, offering model-based asset allocation and portfolio optimization across various programs, including Unified Managed Accounts and retirement plan consulting.

Ryan Davis is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2016, including four years when the firm operated as AXA Advisors, LLC. Equitable Advisors serves a diverse 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, utilizing both in-house and third-party advisory models.

Anthony Larocca is a financial advisor with Cambridge Investment Research Advisors, holding a ChFC® designation and Series 63 and Series 65 licenses. He has 18 years of industry experience, including previous roles at National Planning Corporation and Transamerica Financial Advisors. Outside of his advisory work, he is president of Larocca Financial Services, an independent insurance agency. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides both discretionary and non-discretionary management with access to multiple platforms, third-party advisers, and proprietary model strategies.