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.

Matthew Zandi is a financial advisor with Raymond James & Associates, holding Series 63 and 65 designations and bringing 31 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he serves as a director at Hunt Club, a farming-related business in Pontiac, Michigan, where he advises on operational and capital improvement matters. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

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.

Dennis Dehn is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including The Prudential Insurance Co. of America, Mass Mutual Investors Services, and Metlife Securities. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

Timothy Flint Jr. is a financial advisor with Equitable Advisors in Troy, MI, holding Series 65 and Series 66 credentials and 19 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Aside from his advisory role, he is a partner at Mosaic Capital Group, LLC, and serves on the board of Closer to the Originals LLC Dunham Hills Golf Course. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes both proprietary and third-party investment programs and offers ERISA fiduciary services through credentialed advisors.

Anthony Calibeo is a financial advisor with LPL Financial in Utica, MI, holding Series 65 and Series 63 licenses and having six years of industry experience. His prior work includes roles at Commonwealth Financial Network and Deloitte and Touche, LLP. He is also owner and president of Calibeo Financial Group, Inc., a private entity facilitating securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Justin Wagner is a financial advisor with J.P. Morgan Securities holding a Series 66 credential. He has been in the financial industry since 2026 and has prior experience working at JPMorgan Chase Bank, N.A., Equitable Financial Life Insurance, and Equitable Advisors, LLC. Outside of finance, his background includes positions in the food service industry and healthcare. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting.

Roger Folkema is a financial advisor with Ameriprise in Troy, MI, holding a Series 66 designation and 19 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research-driven analysis with algorithmic tools to deliver tailored retirement planning advice through a centralized consulting team.

David Zukowski is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2010 and has also worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm’s financial planning process uses structured discovery conversations and approved planning tools, providing tailored financial plans supported by its Global Investment Committee’s return estimates and modeling techniques.

David Brazen is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in consulting through his own business and serves as treasurer on the board of directors for a homeowners association. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Anne Macintyre is a financial advisor with LPL Financial, holding a Series 66 designation and over 23 years of industry experience. She has been with LPL Financial since 2006, following three years at Merrill. Outside of her advisory work, she refers legal cases to local attorneys in accordance with state law. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of investment strategies.

Richard Shaheen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 40 years of industry experience. His prior experience includes roles at Sigma Planning Corporation and Sigma Financial Corporation, as well as operating Rick Shaheen & Associates since 1992. Outside of advising, he serves as president of the Metropolitan Detroit Chorale and is active in local business networking groups. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Adrian Paich is a financial advisor with LPL Financial in Clinton Twp, MI, holding Series 63 and Series 66 credentials and with 28 years of industry experience. He previously worked at Spc, Sigma Financial Corporation, and Masen, Frantz & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.