James Darden II is a financial advisor with LPL Financial in Southfield, MI, holding a Series 66 designation and five years of industry experience. He has worked at several firms including MassMutual Life Insurance Company, Guardian Life Insurance Company, and Park Avenue Securities. Outside of advising, he operates a solo law practice and serves as an assistant high school swim coach, while also participating as treasurer on the executive committee of the State Bar of Michigan's ADR Section. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive operational tools and a broad platform of non-advisory financial services.

Omar Jackson is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity since 2013, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as CFTC registration and advisory roles to multiple funds.

Vonda Grant is a financial advisor with Raymond James & Associates, holding the CFP® designation and Series 63 and 65 licenses. She has 34 years of industry experience, including two years at Merrill and 14 years with her current firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with an emphasis on tailored, non-discretionary advisory relationships.

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.

Philip Sloan is a financial advisor at Stifel with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Stifel Nicolaus & Co. since 2013, following a three-year tenure at UBS Financial Services. Outside of his advisory role, he performs occasionally as a member of an oldies band. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Steven Grimes is a financial advisor with Raymond James Financial, holding CFP® and ChFC® designations and over 33 years of industry experience. He has worked at Raymond James since 2017 and previously spent significant time at Navigators and Principal Life Insurance Co. He owns Navigators Financial LLC, a support company for his practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and also maintains specialized programs like municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Marc Ganop is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and with 29 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 21 years. Outside of his advisory role, he operates a tax preparation sole proprietorship. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools, and is notable for its scale, complex affiliate network, and recent consolidation activities.

Sheldon Robinette is a financial advisor at J.P. Morgan Securities with five years of industry experience. He has held positions within various divisions of JPMorgan Chase since 2015 and worked at DoorDash between 2020 and 2021. Robinette holds the Series 63 and Series 66 designations. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research and includes specialized capabilities in derivatives and commodities.

Luke Nowacki is a financial advisor at OSAIC Wealth with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Royal Alliance Associates and John Hancock. Outside of advisory work, he is a general partner in a residential property management venture. OSAIC Wealth serves a diverse client base including retail investors, institutional clients, and retirement plan sponsors. The firm provides a range of advisory and brokerage services supported by model-based asset allocation and portfolio optimization tools.

Matthew Stirling is a financial advisor at Osaic Wealth with 10 years of industry experience and holds a Series 66 designation. He previously worked at SII before joining Osaic in 2018. Outside of his advisory role, Stirling is actively involved in hockey coaching and administration, serving as head coach for Oakland University’s hockey team and as president of the Michigan Collegiate Hockey Conference. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach supported by portfolio optimization tools and offers a variety of program options including Unified Managed Accounts and third-party money manager strategies.

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.

Charles Witt is a financial advisor at Osaic, holding a Series 66 designation and beginning his industry career in 2026. His prior work experience includes roles at Center Management Services, Inc., Zeal Development Group, and Noble Investment Group. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment strategies and maintaining multiple custodial and legacy program arrangements.

Eliot Truesdell is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Thrivent, LPL Financial, SGS & Co, and Makkevision. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

Stacey Gearhart is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015 and previously worked at Chase Investment Services Corp. from 2011 to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Pamela Preczewski is a financial advisor at Cetera with six years of industry experience and a Series 66 designation. She has worked with Cetera and Cetera Advisors LLC since 2019. Outside of financial advising, she is a co-owner and dance instructor at DanceSport Academy of Michigan and also owns a tax and accounting firm, Accounting Pros Michigan. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets and more than 10,000 advisors nationwide.

Mark Segel is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has been with Mass Mutual Investors Services since 1982 and has worked at MassMutual Life Insurance Co since 1981. Segel is also involved in life and health insurance sales and works as a fee-based insurance advisor. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning using firm-approved analytical tools and structures engagements as ongoing annual collaborations.

Stephen Hartwig is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. He has worked at Ameriprise since 2017 and previously spent seven years with Axa Advisors, LLC. Hartwig also operates a personal business for tracking business expenses outside of his advisory work. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers tailored retirement income planning with a focus on tax-aware withdrawal strategies and dependable income sources.

Anthony Fiore is a Series 66-licensed financial advisor with Mass Mutual Investors Services in Southfield, MI, where he has worked for 14 years. He also holds sales agent roles related to individual and group life and health insurance through Business Benefits Resource LLC and independently. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented financial planning supported by proprietary software and offers specialized programs such as divorce planning and employer-sponsored planning.

Daniel Yuhn is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 39 years of industry experience. He has been with LPL Financial since 1997. 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.

Joseph Baran III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Raymond James & Associates since 2011. 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 broad client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.