Daniel Fisher is a financial advisor with Raymond James & Associates in Troy, MI, holding a Series 66 designation and eight years of industry experience. His career includes roles at Raymond James Financial Services, Royal Alliance Associates, and Michigan Financial Companies. Outside of advising, he owns a small gutter cleaning business serving residential neighborhoods. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and various organizations, offering financial planning and consulting with a range of portfolio management styles and municipal advisory services.

Clayton Kendrick is a financial advisor with LPL Enterprise LLC and holds the Series 66 designation. He has been in the financial services industry since 2022, with prior experience at Senior Life Services and Academy Mortgage Corp. Outside of advising, he is involved in mortgage and real estate services through Total Home Lending. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through its integrated platform.

Peace Little is a Financial Advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. Before joining Thrivent, they served in the United States Army and held teaching positions at Dearborn Advanced Technology Academy and Grand River Academy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on a range of financial topics without portfolio management or discretionary trading authority.

Michael Burkhardt currently serves as a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2023. His professional experience also includes positions at Bank of America - Merrill Lynch, where he was an Assistant Vice President and Financial Solutions Advisor from 2019 to 2022, and participated in the National Advisor Development Program from 2018 to 2019. Throughout his career, Michael has partnered with clients to address a range of financial needs, aiming to build lasting relationships. His expertise spans investment consulting and financial solutions advisory. Outside of his professional work, he enjoys spending time with friends, attending social events, and playing golf.

Michael Petee is a financial advisor with Ameriprise in Troy, MI, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2019 and previously worked at DishOne and Student Painters. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Katlyn Taylor is a financial advisor with Equitable Advisors based in Troy, MI. She holds Series 63 and Series 65 licenses and has recently begun her career in the industry. Outside of her advisory role, she works as a bartender at Coyote Joe's. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through third-party programs. The firm uses a hybrid referral and implementation model, providing both advisory and brokerage channels to meet client needs.

William Jeffrey Jr. is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with LPL Financial for over 31 years. Outside of his advisory role, he manages William Jeffrey & Associates, which provides non-variable insurance and tax preparation services, and he serves as a Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm offers comprehensive financial planning, advisory programs, and brokerage services, utilizing research and model portfolios to support both discretionary and non-discretionary management strategies.

William Degnan is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory, brokerage, and insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Scott Kavanaugh is a financial advisor at Fidelity with 20 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services since 2005, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it offers specialized services such as fund advisory and model portfolio delivery.

Thomas Gallant is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2016, including prior experience with Tambra Investments Inc. He also provides consulting services related to financial planning practice management and client acquisition through his business, TJG313 LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income strategies.

Eric Nichols is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., MORGAN STANLEY SMITH BARNEY llc, Wells Fargo Clearing, and WELLS FARGO Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its financial planning process.

Ryan Kus is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and 19 years of industry experience. He has worked with Cetera and its affiliated entities since 2021 and previously served at Voya Financial Advisors. Kus is president of Horizon Advisers, a firm that provides financial services and educational content through Horizon Adviser University, and he is involved in the sale of fixed insurance products through independent agencies he leads. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management options, including model portfolios, third-party managers, and customized strategies, supported by a nationwide network of over 10,000 advisors.

Philip Sloan is a financial advisor at Stifel with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory role, he performs occasionally as a member of an oldies band called The Magic Moments. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses that support client decision-making.

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.

Scott Prechtel is a financial advisor with Equitable Advisors in Oakland, MI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including over two decades at Equitable Advisors and Axa Advisors. Outside of his advisory role, he is a partner at Aspen LLC and holds an administrative role at LRS Management LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals and risk tolerance.

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.

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.

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.

Sheldon Robinette is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining J.P. Morgan Securities in 2021, he worked at JPMorgan Chase Bank N.A. and DoorDash. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.