Andrew Morris is a financial advisor with LPL Financial in Rochester, MI, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2025 and previously held roles at Fairway Investment Group, MEA Financial Services, and Paradigm Equities. He also has ongoing employment with Corewell Health (formerly Beaumont Health) since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Drew Carpenter is a financial advisor with LPL Financial, holding a Series 66 designation and entering the industry in 2025. His professional background includes roles at Tarr Financial, Allegis Global Solutions, ESS - Willsub, Michigan Tech University, Rick Hendrick Chevrolet, Northwood University, and Oxford High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced operational tools and a broad platform incorporating insurance and credit services.

Christopher Righi is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing four years of industry experience. His prior work includes roles at Artisan Capital Management, Envolve Pharmacy Solutions, and MeridianRx. Outside of finance, he is also a professional musician involved in planning and performing music for various events. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides both discretionary and non-discretionary management and operates proprietary model strategies under the Founders Gate Capital brand.

Alexander Oaks is a financial advisor at Thrivent Investment Management based in Macomb, MI, holding a Series 66 designation with seven years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for five years and has experience in the hospitality industry with Beau's Grillery. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. Their planning services cover a range of topics and can be combined with managed-account programs under a consolidated billing option.

Conor Walters is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. His prior roles include positions at Hantz Financial Services and two years in golf-related businesses. 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 other institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and asset management solutions, including model portfolios and institutional platforms.

Andrew Dafoe is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Joe's Quality Construction. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and analytic models. The firm manages approximately $2.74 trillion in client assets and provides services that extend from direct individual plans to corporate financial planning agreements.

Zdenka Jones is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at The Huntington Investment Company for 18 years and Comerica Securities for one year. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice and written Recommendation Reports, focusing on dependable income sources and tax-aware withdrawal strategies.

Patrick Mcgrath is a financial advisor with LPL Financial in Washington Township, MI. He holds the CFP® designation and Series 63 license, with 28 years of industry experience. Prior to joining LPL Financial in 2009, he worked at the Center For Wealth Planning, Inc. from 2006 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various platforms.

Taylor Brynaert is a CFP®-certified financial advisor with LPL Financial, based in Washington, Michigan, with 11 years of industry experience. He has been affiliated with LPL Financial and Tarr & Associates since 2015. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management primarily provided by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Evan Gerrard is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, N.A., Huntington Bank, and TCF Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Frank Bologna is a financial advisor with Ameriprise who holds Series 63 and Series 66 designations and has 34 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages an advisory business through OKL, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning focused on income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary research and third-party data within a defined investment universe that includes affiliated products.

Jessica Fitzgerald is a financial advisor with Morgan Stanley in Rochester, MI, holding a Series 66 license and having 23 years of industry experience. She has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of her advisory work, she serves on the advisory board of MissionSquare Retirement, a nonprofit organization. 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 supported by structured discovery processes and firm-approved tools.

Mackenzie White is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. Prior to rejoining Merrill in 2026, White worked at Morgan Stanley and Bank of America, as well as having experience at Oakland Community College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Lisa McGrath is a financial advisor with LPL Financial, holding a Series 63 designation and 26 years of industry experience. She has been with LPL Financial since 2009 and previously worked at the Center For Wealth Planning, Inc. for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a broad network of investment adviser representatives.

James Edelmann is a CFA® charterholder and holds the Series 66 license, with 16 years of industry experience. He is currently an advisor at LPL Financial, having joined in 2024. His prior experience includes roles at Securities America Advisors, Halo Securities, Regal Investment Advisors, Regulus Financial Group, Incapital, Valic Financial Advisors, and Natcity Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a broad range of services including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, utilizing both proprietary and third-party strategies with support from advanced operational and research tools.

Eoin Walsh is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan entities since 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 and fund searches, and customized performance reporting within a non-discretionary advisory program.

Gian Luca Sbrocca is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. He has been with Equitable Advisors since 2015, including its predecessor Axa Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory models and uses third-party asset managers and LPL-sponsored programs to tailor solutions for clients.

Christopher Hines is a financial advisor with Edward Jones in Shelby Township, MI, holding a Series 66 designation and 11 years of industry experience, all with Edward Jones since 2015. He serves as president and director of The Cassie Hines Shoes Cancer Foundation, overseeing board activities and co-chairing fundraising events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large advisor and branch network.

Matthew Gross is a financial advisor at LPL Financial in Rochester, MI, with four years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Mt. Chalet. Gross is also involved with AQuest Wealth Strategies as an investment representative. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Logan Oates is a financial advisor with Morgan Stanley in Rochester, MI, holding a Series 66 designation and two years of industry experience. He has been with Morgan Stanley since 2021. Outside of his advisory role, he is involved as a sales and marketing contractor for an online retail business on Etsy, Inc. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in assets and offers comprehensive investment and planning services through its Financial Advisors and Estate Planning Strategies Group.