Sheldon Robinette is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining J.P. Morgan Securities in 2021, he worked at JPMorgan Chase Bank N.A. and DoorDash. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Bradley Zarzycki is a Series 66 credentialed financial advisor with one year of industry experience. He is currently with LPL Enterprise in Troy, MI, and has held prior roles at Prudential, Incrementum Investments, and Hantz Financial Services. Outside of financial services, he has been involved in entrepreneurial ventures including Prospero Holdings LLC and provided DJ services through Pro DJ Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach with discretionary authority granted to portfolio strategists and offers access to third-party asset managers while also facilitating insurance product sales and affiliated trust services.

Kieffer Donnelly is a financial advisor with J.P. Morgan Securities in Troy, MI, holding Series 63 and Series 66 credentials and eight years of industry experience. His career includes various roles within J.P. Morgan entities since 2017, along with teaching positions at Walsh College of Accountancy and Business Administration and Oakland Community College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a range of products, including security-based swaps and futures.

Meagan Larson is a financial advisor at Ameriprise with 14 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she serves on the Board of Directors for the Oxford Junior Wildcats, acting as Treasurer and Fundraising Coordinator. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered through a centralized consulting team.

Caitlin Stanley is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Bank of America, Merrill, Service Systems Associates, and Celebrations Party Rental. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports through a centralized consulting team.

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.

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.

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.

Judy Betts is a CFP® with 46 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2009. She also owns Sterling Financial Planning, where she acts as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides various investment solutions with both proprietary and third-party strategies, supporting tailored client approaches across multiple platform arrangements.

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 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.

Jake Spaccarotelli is a financial advisor with Raymond James & Associates in Troy, MI, holding a Series 66 designation and eight years of industry experience. He has been associated with various Raymond James entities since 2014. 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 wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

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.

David Brazen is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in consulting through his own business and serves as treasurer on the board of directors for a homeowners association. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.