Jacob Bourassa is a financial advisor with Raymond James Financial in Troy, Michigan, holding a Series 66 designation and one year of industry experience. He has worked with several firms, including Commonwealth Financial Network and Mann Financial Group. Outside of his advisory role, he is associated with Southworth & Wilson, Inc. in a non-investment support capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutions. The firm provides tailored, non-discretionary advice using analytical tools and supports advisory programs that incorporate technology and municipal finance expertise.

James Hicks is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Empower Financial Services, LPL Financial, and Community Financial Credit Union. Charles Schwab & Co., Inc. serves a large client base of 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset model portfolio approach supported by centralized custody and supervisory arrangements.

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.

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.

Eric Schreiner is a financial advisor with LPL Financial in Troy, MI, holding Series 63, Series 65, and Series 66 licenses and 21 years of industry experience. He previously worked at Hanlon Investment Management and Assetmark Brokerage, LLC. Schreiner also operates Schreiner Financial LLC, a business entity used for tax and investment purposes outside of advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

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.

Judy Betts is a CFP® with 46 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2009. She also owns Sterling Financial Planning, where she acts as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides various investment solutions with both proprietary and third-party strategies, supporting tailored client approaches across multiple platform arrangements.

Edward A. Sui is a financial advisor with UBS Financial Services in Detroit, MI, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with UBS since 2002. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings through its integrated platform.

Evan D Silva is a financial advisor at LPL Enterprise with 4 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with firms including The Prudential Insurance Company of America and New York Life Insurance Co. Outside of his advisory role, he is a member of Centaur Consulting LLC, a business entity for tax and investment purposes. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines financial planning, model portfolios, third-party asset management, and insurance products.

Brian Mc Fawn is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he worked at Ansira and CDK Global. Mc Fawn also operates McFawn Financial Services Group, LLC, a non-investment related business based in Troy, Michigan. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs alongside specialized municipal and retirement plan advisory services.

Stacey Gearhart is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, combining large institutional advisory operations with brokerage and investment management capabilities.

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 14 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, and Scottrade. Outside of his advisory work, he is a member of Black Mountain Group LLC, an entity involved in investing in income-producing real estate. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by its integrated operational structure and centralized custody services.

William Powers Jr. is a ChFC® credentialed financial advisor with 43 years of industry experience. He is currently with LPL Financial, having joined in 2023 after ten years at Cetera Advisors LLC. Powers also owns Powers Financial Resources LLC and serves as a board member of Hedgehog Health, a for-profit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.