Cameron Stiles is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. He has been associated with Strategic Financial Services and LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting services.

Sloan Klaski is a financial advisor with Edward Jones, holding the Series 66 designation and currently in the first year of his advisory career. Prior to joining Edward Jones in 2025, he worked at Novartis and Cintas, and spent six years at Saginaw Valley State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth and non-high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Charles Powers is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and one year of industry experience. His work history includes roles at CapStone Wealth Management, Barton Malow, and involvement with Young Entrepreneurs Across America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven investment solutions.

Jason Walbridge is a financial advisor with Ameriprise in Grosse Pointe, MI, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he provides administrative and paraplanning support to another financial advisor through Fitzhugh Services LLC. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Daniel Friedel is a financial advisor at Equitable Advisors in Troy, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Equitable Advisors, he worked at Bosch and held roles at Wayne State University, Ferrante Manufacturing, and Great Time Party Rental. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and a range of endorsed third-party asset management platforms.

Scott Rentz is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with various divisions of Fidelity since 2005, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is also noted for its roles as a commodity pool operator, advisor to multiple registered investment companies, and its use of AI and algorithmic methods in portfolio management.

David Kenny is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Raymond James since 2015 and also serves as a wealth manager at Brayton Asset Management in St. Clair Shores, MI. 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 maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Faith Marzolf is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2020. Prior to that, she held roles at Merrill Lynch Wealth Management, ITW Global Automotive, and Oakland University. She is also commissioned as a notary in Rochester, MI. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ryan Hansinger is a financial advisor with Equitable Advisors in Rochester, MI, holding Series 63 and Series 66 licenses and bringing five years of industry experience. He has held roles at Morenci Brothers Holding Group, The Productivity Team, and JPMorgan Chase Bank. In addition to his advisory work, Hansinger serves as Director of Operations at AT Aspen LLC and participates as a networking member of the Rochester Regional Chamber of Commerce. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Ryan Barrett is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Raymond James since 2011 and is a 50% owner and partner in B&T Wealth Management, LLC, which supports his Raymond James practice. Barrett also owns RPB Financial Management, a support company, and holds a 50% ownership interest in R&R Investment Holdings, LLC. 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 entities. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and modeling to support client goals, and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Mara Shiffman is a Financial Consultant currently working at Fidelity Investments since 2024. She has an extensive background in financial services, having held roles such as Investment Consultant at Fidelity Investments from 2021 to 2024 and Wealth Advisor at Schechter Wealth from 2020 to 2021. Her experience also includes positions as a Credit Analyst at TCF National Bank, Vice President and Institutional Consultant at Boyd Watterson Asset Management, Client Advisor at JPMorgan Asset Management, Institutional Consultant at Morningstar, and Wealth Advisor at New England Financial. In her role as a Financial Consultant, Mara partners with clients to create personalized financial plans that address their specific goals and life circumstances. Her work encompasses comprehensive financial planning including tax-efficient investment strategies, retirement income planning, insurance solutions, and wealth-transfer strategies. She takes a collaborative and client-focused approach to assist individuals in making informed financial decisions throughout different stages of life.

Jennifer Davis Papa is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She previously worked at Merrill and Bank of America, among other firms. Jennifer holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Maria Baron is a financial advisor with J.P. Morgan Securities in Rochester Hills, MI, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her work history includes positions at Merrill, Bank of America, and JPMorgan Chase Bank NA. Additionally, she oversees an Etsy boutique started by her daughter, supervising product design and online sales. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Eric Woodhouse is a financial advisor with Ameriprise in St. Clair Shores, Michigan, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, Woodhouse owns Detroit River Outdoors, a business specializing in outdoor clothing apparel. Ameriprise serves individuals approaching or in retirement with a retirement-income planning service tailored to those meeting specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jesse Adams is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Hussein Sobh is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL, he worked in various roles at Louis Vuitton, Lululemon, and other organizations. He maintains outside employment with Louis Vuitton. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

Daniel Heppler II is a financial advisor at Edward Jones in Clinton Township, MI, holding a Series 66 designation with one year of industry experience. He has been with Edward Jones since 2021, following roles both at the firm and outside the financial sector, including positions at Lochmere Country Club and Christian Financial Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices, and manages over $1 trillion in assets under management.

Damon Drew is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC., and Massachusetts Mutual Life Insurance Company. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Joseph Kenyon is a financial advisor at Stifel with 25 years of industry experience. He has held his current position at Stifel Nicolaus & Co. Inc. since 2010. Kenyon holds Series 63 and Series 65 designations and is based in Rochester, Michigan. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is grounded in proprietary methodologies developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Steven Du Charme is a financial advisor with Ameriprise in Rochester Hills, MI, holding Series 63, 65, and 66 licenses. He has 34 years of industry experience, including 21 years at Ameriprise and its affiliated entities. Outside of his advisory role, he manages an advisory business through OKL, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.