Frank Rocco is a financial advisor with Ameriprise in Rochester Hills, MI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is a member of Greenspring LLC, an LLC formed to rent office space. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice, primarily for clients with assets in Ameriprise-managed accounts.

Mitchell Swayze is a financial advisor with Morgan Stanley in Troy, Michigan, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Morgan Stanley and its related entities since 2007, including Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as a board member on the finance committee for the Alpha Phi chapter of Delta Sigma Phi, a national fraternity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients. The firm’s financial planning services incorporate structured discovery conversations and firm-approved tools, with an emphasis on customized planning and advisory support.

Stephen Gorski is a financial advisor at Equitable Advisors with 34 years of industry experience. He has been with Equitable Advisors since 1999 and holds the Series 63 and Series 65 designations. Outside of his advisory role, he serves as treasurer of a homeowners association and participates in life settlement transactions through approved brokerage activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a variety of investment programs and third-party managers to tailor advice and implementation based on client risk tolerance and goals.

Shadia Joudi Dedecker is a financial advisor with Wells Fargo Advisors in Grosse Pointe, MI, holding Series 63 and Series 66 licenses with 30 years of industry experience. Her prior work includes roles at Morgan Stanley and Stifel. Outside of finance, she works as an independent consultant for AVON, selling beauty products. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of financial planning and investment services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients optional implementation through brokerage or advisory programs.

Erin Gunnell is a CFP®-designated financial advisor at OSAIC with 22 years of industry experience. She has worked at OSAIC since 2024 and previously spent seven years at Woodbury Financial Services INC and five years at SII Investments Inc. Gunnell is also a producer at Platinum Wealth Management Group, where she has been involved in offering fixed insurance products since 2011. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a range of investment strategies and third-party manager programs.

William Ward is a financial advisor with LPL Financial and holds a Series 66 designation. He has three years of industry experience and previously worked at firms including Cetera Wealth Services and Pinnacle Inc. Outside of his advisory role, he provides investment advice through a separate business, Nast Financial Solutions. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Steven Mc Fawn is a financial advisor with Raymond James Financial in Troy, MI, holding a Series 66 designation and 10 years of industry experience. He is also involved with McFawn Financial Holding Company, LLC, where he serves as an officer and secretary. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and features a unique affiliation with a municipal advisor to support municipal and public finance work.

John Kronner is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial plans supported by structured discovery and firm-approved tools.

Ryan Radyko is a financial advisor with Raymond James & Associates in Troy, MI, holding a Series 66 designation and bringing nine years of industry experience. He has been associated with various Raymond James entities 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 diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research options.

Jonathan Munson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Investment Management since 2011 and Thrivent Financial for Lutherans since 2014. Outside of his advisory role, Munson serves as the organist for Cross of Glory Lutheran Church and is a partner in a local brewery and coffee shop, Salty Mac Brewing Company LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across multiple financial topics without managing assets directly. The firm emphasizes goal-based analyses and periodic plan reviews through a network of Financial Advisors.

Richard Abernathy is a financial advisor with Osaic Wealth in Troy, MI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Equity Services, Inc., Preferred Financial Partners, and Ameriprise. In addition to his advisory work, he serves as a Compliance Principal at Preferred Planning Partners, LLC, where he supervises office and downstream advisors. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various tools and third-party manager programs.

Michele Klippstein is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning and offers comprehensive wealth management services supported by advanced modeling tools.

Ryan Noorman is a Financial Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works closely with clients to develop customized financial plans that align with their priorities and objectives. Ryan emphasizes a collaborative approach, aiming to build long-term relationships based on trust and accountability. Ryan brings extensive experience to his current role, having worked as an Investment Consultant and Investment Solutions Representative at Fidelity Investments from 2022 to 2026. Prior to joining Fidelity, he served as a Financial Advisor at Edward Jones from 2016 to 2022. His background spans various aspects of financial advising and investment consulting. Outside of his professional work, Ryan enjoys cooking and baking, fishing, football, movies, and running.

Michael Eldridge is a financial advisor at Raymond James & Associates with Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at Equitable Advisors, Voya Financial Advisors, Marlin Financial Advisors, and Merrill. 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 diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Jonathan Stanley is a financial advisor with Ameriprise Financial Services LLC and holds Series 63 and Series 66 designations. He has 31 years of industry experience, including 11 years at Bank of America and Merrill prior to joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations through a centralized consulting team.

Benjamin Hudson is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses. He has 47 years of industry experience and has been with Equitable Advisors since 1999, including prior service with Axa Advisors. He is also the sole proprietor of Benjamin P. Hudson & Associates, a business operated on a very limited, uncompensated basis. Equitable Advisors serves individual clients, retirement plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to tailor investment solutions.

James Wetherell is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Hantz Financial. LPL Enterprise, LLC 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’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and various financial planning services.

Joseph Buscarino is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. He previously worked at Northwestern Mutual and has also been associated with Tirami Su. In addition to his advisory role, Buscarino is involved in a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Charles Tourangeau is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He worked at Hantz Financial Services, Inc. for 22 years before joining Raymond James in 2023. He serves as a board member and secretary for Grosse Pointe Academy, a private school in Grosse Pointe Farms, MI. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Jeffrey Hoenle is a CFP® professional with 18 years of experience in financial advising. He is currently with Osaic and has previously worked at Woodbury Financial Services Inc, Sii Investments, and Platinum Wealth Management Group. Hoenle serves as a director for a conservation nonprofit, teaches financial planning courses at Oakland University, and leads an educational organization focused on advanced planning. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a broad range of advisory and brokerage services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing various managed account strategies and third-party managers.