Benjamin Labadie is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and works concurrently at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Giuseppe Viviano is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has previously worked at firms including J.P. Morgan Securities and Empower Financial Services. Outside of advising, Viviano has been involved in various business ventures spanning the food and marketing industries. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Quinn Wright is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including Edward Jones and FSC Securities. Quinn is also involved in local government, serving on the City of Madison Heights City Council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and external sources.

Emerald Haan is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. Prior to joining LPL Enterprise, Emerald worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial services, Emerald works part-time as a bartender for large events at Bells Eccentric Cafe. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Jeremy Wonch is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. His previous roles include positions at Bank of America, JPMorgan Chase, and Rocket Mortgage. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Buhl is a financial advisor with Wells Fargo Advisors based in Grosse Pointe, MI, holding a Series 66 designation and 27 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2011. Outside of his advisory role, he is involved in managing a professional motorsports team through an LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and delivers tailored recommendations using proprietary research and planning tools, with optional implementation through various brokerage or advisory programs.

Anthony Fodale is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. His background includes roles at Wayne State University and various retail and educational positions prior to joining the firm. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services using an integrated platform that combines advisor programs with the sale of financial products and access to model portfolios and third-party asset managers.

Fernando Quattrociocchi Jr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He previously worked at Comerica Securities for 23 years and Ameriprise for four years. Outside of Morgan Stanley, he is involved in independent insurance brokering and works with a cash management platform for corporate and institutional clients. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and modeling tools but generally advises without providing individual security recommendations.

Noah Roberts is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Ashford Inc., Hilti North America, and Baylor Business Fellows. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver both advisory and brokerage solutions.

Dion Stevens is a financial advisor at LPL Enterprise, holding a Series 66 designation with three years of industry experience. His background includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as prior experience outside finance as an Asphalt Specialist. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, and brokerage products through an integrated platform that combines investment advice with insurance and lending solutions.

John Kronner Jr. is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley and its Private Bank since 2015. 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, managing approximately $2.74 trillion in client assets, and employs structured planning tools supported by its Global Investment Committee.

Daniel Fisher is a financial advisor with Raymond James & Associates in Troy, MI, holding a Series 66 designation and eight years of industry experience. His career includes roles at Raymond James Financial Services, Royal Alliance Associates, and Michigan Financial Companies. Outside of advising, he owns a small gutter cleaning business serving residential neighborhoods. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and various organizations, offering financial planning and consulting with a range of portfolio management styles and municipal advisory services.

Clayton Kendrick is a financial advisor with LPL Enterprise LLC and holds the Series 66 designation. He has been in the financial services industry since 2022, with prior experience at Senior Life Services and Academy Mortgage Corp. Outside of advising, he is involved in mortgage and real estate services through Total Home Lending. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through its integrated platform.

Peace Little is a Financial Advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. Before joining Thrivent, they served in the United States Army and held teaching positions at Dearborn Advanced Technology Academy and Grand River Academy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on a range of financial topics without portfolio management or discretionary trading authority.

Katlyn Taylor is a financial advisor with Equitable Advisors based in Troy, MI. She holds Series 63 and Series 65 licenses and has recently begun her career in the industry. Outside of her advisory role, she works as a bartender at Coyote Joe's. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through third-party programs. The firm uses a hybrid referral and implementation model, providing both advisory and brokerage channels to meet client needs.

William Degnan is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory, brokerage, and insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Thomas Gallant is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2016, including prior experience with Tambra Investments Inc. He also provides consulting services related to financial planning practice management and client acquisition through his business, TJG313 LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income strategies.

Eric Nichols is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., MORGAN STANLEY SMITH BARNEY llc, Wells Fargo Clearing, and WELLS FARGO Advisors. 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 utilizes structured planning tools and investment modeling in its financial planning process.

Ryan Kus is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and 19 years of industry experience. He has worked with Cetera and its affiliated entities since 2021 and previously served at Voya Financial Advisors. Kus is president of Horizon Advisers, a firm that provides financial services and educational content through Horizon Adviser University, and he is involved in the sale of fixed insurance products through independent agencies he leads. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management options, including model portfolios, third-party managers, and customized strategies, supported by a nationwide network of over 10,000 advisors.

Philip Sloan is a financial advisor at Stifel with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory role, he performs occasionally as a member of an oldies band called The Magic Moments. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses that support client decision-making.