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 licenses and possessing 32 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., for 26 years. Outside of his advisory work, Banaszewski serves as an assistant baseball coach at Grosse Pointe North High School. 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 investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.

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 work includes roles at Regal Investment Advisors, Regulus Advisors, Lincoln Investment, and Legend Equities Corporation. He serves as treasurer for the Troy Foundation of Educational Excellence, a civic organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.

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.

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, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Michigan State University and TAG Multimedia. Outside of his advisory role, he is a sales associate at Time Travelers, a comics, cards, and collectibles business. 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 a range of third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

Troy Tiseo is a financial advisor at Edward Jones in Macomb, MI, holding a Series 66 designation. He has experience working with several firms, including Huntington National Bank and F.B. Wright, and has held various roles since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of 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 financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2024. Outside of advising, he is involved as a mechanic assistant at Pontiac Lake Service. 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 employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Kevin Zions is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He has held positions at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has worked since 2016. Outside of his advisory role, he serves as a trustee for his sister’s trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Isaac Van Dyke is a financial advisor with LPL Enterprise in Troy, MI, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he was with PRUCO Securities, LLC. for one year and spent ten years as a student. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, brokerage services, and access to model portfolios and third-party asset management, operating an integrated platform that combines adviser programs with sales of financial products and participation in collateralized lending programs.

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 a prior role at AXA Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that emphasizes LPL-sponsored programs and third-party managers.

Anthony Larocca is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience, including roles at National Planning Corporation and Cambridge Investment Research Advisors. Outside of his advisory work, he serves as president of Larocca Financial Services, an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

Jennifer Herman is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2016. Prior to that, she was with LPL Financial and Wealth Management Services, LLC from 2004 to 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Bradley Surman is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He began his career as a Wealth Management Banker at Bank of America from 2003 to 2009, followed by roles as a Financial Advisor at Morgan Stanley and Merrill Lynch before joining Fidelity Investments as a Financial Consultant in 2013. Throughout his career, Bradley has worked with wealthy individuals and families to develop long-term financial plans and provide education to help clients avoid common financial mistakes. His approach emphasizes planning, honesty, education, collaboration, and diligence. Outside of his professional work, Bradley enjoys attending concerts, cooking and baking, playing golf, watching movies, listening to music, and going to the theater.

Robert Rubarth is a financial advisor with Stifel in Rochester, MI, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent six years at Raymond James & Associates. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.