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.

Steven Partyka is a CFP® professional with 31 years of experience, currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James and its affiliated entities since 2009. Partyka participates as a member of the Finance Committee at New City Presbyterian Church, where he assists with budget review and cost reduction proposals. 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, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Regina Walker is a financial advisor at LPL Enterprise with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of advisory work, she is involved in benefit education through Total Benefits Communications, acts as a health insurance agent with Action Benefits, and is an author under WalBar Enterprises LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

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.

Mohamed Zahr is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses. He has one year of industry experience and previously worked at Pioneer Pharmacy Services for five years and spent eight years at the University of Michigan. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit‑sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Anders Bergh is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC. His outside business activities include involvement with Prudential-sponsored non-variable insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Judy Betts is a CFP® professional with 46 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2009. She also owns and operates Sterling Financial Planning as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Evan D Silva is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Nylife Securities LLC, and New York Life Insurance Co. He is also a member of Centaur Consulting LLC, a business entity for tax and investment purposes. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation with offerings that include financial planning, third-party asset managers, and participation in wrap programs, alongside affiliated trust and insurance services.

Brian Mc Fawn is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Ansira, CDK Global, and WE Communications. He also operates McFawn Financial Services Group, LLC, a non-investment related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers programs that include municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

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.

Troy Wyman is a CFP® professional with 27 years of experience in the financial advisory industry. He is currently with Edelman Financial Engines and has previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options while operating as a fiduciary under ERISA and DOL guidance.

Stephen Schocke is a financial advisor with Thrivent Investment Management in Sterling Heights, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans since 2009 and with Thrivent Investment Management Inc. since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option known as “WealthPlan,” maintaining separate planning and management services.

Nicholas Selca is a financial advisor with Charles Schwab in Troy, MI, holding a Series 66 designation and 15 years of industry experience. His prior work includes positions at Scottrade, Citizens Securities, Mangotree Capital, and Merrill. Outside of his advisory role, he is a member of Black Mountain Group LLC, an entity involved in investing in income-producing real estate. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and due diligence on alternative investments delivered through a centralized, integrated platform.

Paul Dries is a financial advisor with Edward Jones in Utica, MI, holding Series 63, 65, and 66 licenses and bringing eight years of industry experience. His prior roles include positions at Ameriprise Financial Services, The Prudential Insurance Company of America, and JPMorgan Securities LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationally with a large advisor and branch network and offers services under a fiduciary standard.

Tyler Prisby is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his financial career, he was affiliated with Lutheran High Northwest and Oakland University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers various topics, including retirement and estate planning, with an option to combine planning with managed-account services under a consolidated billing program.

Jake Spaccarotelli is a financial advisor with Raymond James & Associates in Troy, MI, holding a Series 66 designation and eight years of industry experience. He has been associated with various Raymond James entities since 2014. 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 wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Denice Oliver is a financial advisor at Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses with 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial 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 to deliver non-discretionary, algorithm-assisted recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.