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.

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.

Kara Wilcox is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and LPL Financial, LLC. She is also involved with Family Roots Financial Planning LLC, a financial planning and retirement planning business. 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 utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of affiliated services such as trust custody and insurance products.

Michael Coffield is a CFP® and ChFC® with 42 years of industry experience. He has been with Ameriprise since 2005 and currently works at their Troy, MI office. In addition to his role at Ameriprise, he owns Coffield & Associates, Inc., where he sees clients and manages a team. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm delivers these services through a centralized consulting team that combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations.

Stephen Smihal is a financial advisor with Morgan Stanley based in Grosse Pointe Farms, MI. He holds Series 65 and Series 66 licenses and has 24 years of industry experience. Since 2010, he has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Mary Walsh is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at IBM, the University of Michigan, and the Country Club of Detroit. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and firm-approved tools without providing individual security recommendations within standalone plans.

Brian Donohoe is a financial advisor at Morgan Stanley in Troy, MI, holding Series 65 and Series 66 licenses with 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved processes to support client financial goals.

Bradley Rush serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1993. In his role, he collaborates with clients to develop financial plans, consolidate assets, and evaluate investment strategies that emphasize diversification and tax efficiency. He holds a California Insurance License, supporting his professional services in financial consulting. Details regarding his education and personal interests have not been provided.

Damjan Juncaj is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. since 2016. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Dennile Haddock is a financial advisor at LPL Financial in Troy, MI, holding Series 63 and Series 65 licenses with 27 years of industry experience. Her prior roles include positions at Ameriprise, Comerica Securities, and Citizens Securities. 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, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Farryn Hayosh is a financial advisor at Morgan Stanley in Troy, MI, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, she worked at APiS North America, LLC from 2019 to 2021 and has additional experience at Sommers Schwartz and Autism Hope Alliance. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning emphasizes structured discovery and firm‑approved tools, offering a broad range of retail and institutional investment services.