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.

Tyrone Thorpe is a financial advisor at LPL Enterprise with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley, Northwestern Mutual, and MassMutual. Outside of his advisory role, he owns Quae Capital LLC, an insurance-related business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, brokerage, and insurance products through an integrated platform that combines adviser programs with active sales of other financial products.

Steffen Mc Caughtry is a financial advisor with LPL Financial holding a Series 66 designation and has been in the industry for less than one year. Prior to joining LPL Financial, he held roles outside the financial sector, including employment at Olive Garden and Wing Snob. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Matthew Blackman is a financial advisor at LPL Financial in Rochester, MI, holding a Series 66 credential with four years of industry experience. His prior roles include positions at Michigan Financial Company, UHY Corporate Finance, the University of Michigan, and Frankel Jewish Academy. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

David Smith is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Smith serves as secretary on the board of a nonprofit organization in Troy, MI. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Joseph Cercone is a financial advisor with LPL Financial based in Rochester, Michigan. He holds a Series 66 designation and began his advisory career in 2024. Prior to joining LPL Financial, he worked in various roles including at Community Choice Credit Union and Livonia Italian Bakery. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with support from proprietary and third-party research.

Bryan Lister is a financial advisor at Morgan Stanley with 49 years of industry experience. He holds Series 63 and Series 65 designations. His career includes roles at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and modeling techniques.

Renae Kobler is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at USAA and Bank of America. In addition to her advisory work, she is employed at United Tax Service Inc., where she performs tax preparation and accounting. Cetera Investment Advisers LLC provides a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and program structures.

Richard Tober is a financial advisor with LPL Enterprise, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, Fifth Third Securities, and TIAA-CREF. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various advisory programs, combining adviser-led investment advice with brokerage and insurance products through an integrated platform.

Kieffer Donnelly is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles within JPMorgan organizations since 2017. His background also includes teaching positions at Walsh College of Accountancy and Business Administration and Oakland Community College. 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 an ESG eligibility framework in its recommendations.

Meagan Larson is a financial advisor at Ameriprise with 14 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she serves on the Board of Directors for the Oxford Junior Wildcats, acting as Treasurer and Fundraising Coordinator. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered through a centralized consulting team.

Caitlin Stanley is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Bank of America, Merrill, Service Systems Associates, and Celebrations Party Rental. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports through a centralized consulting team.

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.

Sudarshan Kumar is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 license and bringing 11 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through structured discovery conversations and firm-approved planning tools, serving a broad range of retail and institutional customers.

Robert Dietrich is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with LPL Financial since 2015. Dietrich also manages his business under the name Aquest Wealth Strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various investment strategies.

Jennifer Oprinski is an Associate Resident Director at Merrill, where she brings a comprehensive approach to wealth management. Having joined Merrill in 2000 after two years at Bank of America, she combines her banking and lending experience to offer well-rounded financial perspectives. Jennifer is also the branch manager of the Clinton Township office and has served as Resident Director since 2023. She co-founded the Nofs Oprinski Group in 2010, focusing on goals-based strategies for families, business owners, dentists, and physicians. Jennifer holds the Certified Plan Fiduciary Advisor® (CPFA®) designation, Certification in Longevity Training from the University of Southern California, and several FINRA registrations including Series 7, 9/10, 31, 63, and 65. She is licensed in all 50 states and holds life and health insurance licenses. Her expertise covers areas such as college education planning, divorce transition planning, family wealth management, legacy planning, retirement planning, portfolio management, small business strategies, and socially responsible investing. Committed to community involvement, Jennifer volunteers with organizations including Habitat for Humanity, Macomb Charitable Foundation, Meals on Wheels, and Miracle League. She is also active in her parish. Outside of work, she enjoys baseball, music, photography, reading, traveling, yoga, and spending time with her family, including her husband and two grandchildren.

Regina Walker is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 designations and 19 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of her advisory work, she is involved in benefit education and health insurance through related businesses and is also an author under her own enterprise, WalBar Enterprises LLC. 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 model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance product sales and supports a range of lending and custodial arrangements.

Michelle Rafalski is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. She holds the Series 66 credential and previously worked at Marcus & Millichap for eight years. Rafalski is active in her community, serving as a board member of the Birmingham Bloomfield Chamber of Commerce and co-chairing networking efforts for the Royal Oak Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, providing tailored strategies using proprietary and third-party models across multiple platform arrangements.

Agostino Tiseo Jr. is a CFP®-designated financial advisor with Edward Jones in Macomb, MI, where he has worked since 2000. He has 33 years of industry experience. Outside of his advisory role, he serves as a high school baseball coach at De La Salle High School in Warren, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Anders Bergh is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials, and has 15 years of industry experience. He has worked at Prudential Insurance Company of America since 2010 and previously at PRUCO Securities, LLC. His outside activities include involvement with Prudential-sponsored non-variable insurance at his business location. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.