Brett Rude is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise, Comerica Securities, and other firms. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

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.

William Mokma is a financial advisor with Ameriprise in Belmont, MI, holding Series 63 and Series 65 credentials and 28 years of industry experience. His work history includes over two decades with Huntington National Bank and Huntington Investment Company prior to joining Ameriprise in 2026. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal strategies.

Eric Wojciechowski is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He previously spent 22 years at Charles Schwab before joining Raymond James in 2025. Outside of his advisory role, he manages a rental property through a personal LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a variety of portfolio management approaches supported by firm research and affiliated sub-advisers.

Joseph Banaszewski is a financial advisor with LPL Financial in Grosse Pointe Woods, MI, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2000. Outside of his advisory role, he serves as an assistant baseball coach at Grosse Pointe North High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

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 roles include positions at Regal Investment Advisors, Lincoln Investment, and Merrill. He serves as treasurer for the Troy Foundation of Educational Excellence. Cambridge Investment Research Advisors serves a broad client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and custodians, including proprietary model strategies under the Founders Gate Capital brand.

Nathan Kniesteadt is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and currently in his first year in the industry. His background includes involvement with youth hockey organizations and local business ventures. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

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.

Radhika Upadhyaya is a financial advisor with Wells Fargo Clearing in Birmingham, MI, holding Series 63 and Series 66 designations and 12 years of industry experience. Her career includes roles at JPMorgan Chase Bank and J.P. Morgan Securities Inc before joining Wells Fargo Bank, nA and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ross Armstrong is a financial advisor with Equitable Advisors in Troy, Michigan. He holds a Series 66 designation and has three years of industry experience. Outside of his advisory role, he is a sales associate at Time Travelers, a comics, cards, and collectibles business. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.

Connor Wallis is a financial advisor at J.P. Morgan Securities in Birmingham, MI, holding a Series 66 designation with one year of industry experience. His prior work history includes roles at J.P. Morgan Private Bank and JPMorgan Chase Bank, N.A., as well as positions outside the financial sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research with forward-looking capital market assumptions to build model asset allocations.

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 Series 66 licensed financial advisor with Equitable Advisors in Troy, MI, with two years of industry experience. Prior to his current role, he has worked in various positions including as a mechanic assistant at Pontiac Lake Service and roles in automotive and construction-related businesses. Equitable Advisors serves individuals across a range of wealth levels as well as institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a combination of proprietary and third-party advisory programs, focusing on personalized client assessment and matching clients with appropriate investment solutions.

Laura Smith is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. 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 that utilizes firm-approved tools and scenario modeling to support client planning.

Patricia Whitney is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 66 licenses and 39 years of industry experience. She has been with UBS Financial Services since 2009. Outside of her advisory role, she serves as Treasurer for Variety Detroit, a charity supporting children with special needs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Kevin Zions is a financial advisor with Wells Fargo Clearing in Troy, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for his sister’s trust on a limited basis. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Isaac Van Dyke is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. He previously worked at PRUCO Securities, LLC and was a student for ten years prior to beginning his advisory career. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm typically uses model-driven portfolio management and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Michael Thorstad is a financial advisor with Robert W. Baird & Co. in Clarkston, MI, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Robert W. Baird since 2001. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning, portfolio management, and consulting services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches, including discretionary and non-discretionary management.