Brendan Hanley is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Equitable Advisors since 2013, including the period when the firm operated as Axa Advisors. Outside of his advisory role, he is approved to conduct insurance activities with companies outside of the Equitable network and serves as a trustee for his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match them with suitable program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.

Darryl Walker is a Financial Consultant currently working with Fidelity Investments since 2024. He has 19 years of experience in the financial services industry, having held positions such as Vice President Financial Consultant at Charles Schwab from 2022 to 2024, Senior Financial Consultant at TD Ameritrade between 2019 and 2024, Private Client Advisor at JP Morgan from 2016 to 2019, and Financial Consultant roles at Thrivent Financial and Northstar Financial earlier in his career. Throughout his career, Darryl has focused on helping clients and families develop tailored plans to pursue their financial goals. He emphasizes building relationships based on trust and integrity and works collaboratively with clients to create plans that are aligned with their unique situations. Outside of his professional work, Darryl has interests in baseball and family activities.

Jeffrey Hamilton is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Flagstar Bank, Bank of America, Merrill, and JPMorgan Securities. He is also involved with Flagstar Wealth Services as part of his other business activities. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Paul Moceri is a financial advisor at Stifel with 20 years of industry experience and holds the Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Bank of America, N.A. He also serves as a trustee for a family trust. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Jason Ciaramitaro is a Series 66-registered financial advisor with 20 years of industry experience. He has been with Equitable Advisors since 2007, previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he is involved with Cornerstone Benefit Plans as an agent providing group insurance and welfare benefits and owns a consulting business, Taro Consulting. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to advisory models and third-party asset managers, providing a range of investment options and fiduciary services.

Jake Bradsher is a financial advisor at Equitable Advisors with six years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Oxus America and Quicken Loans. Outside of advisory roles, he has experience in landscape services and education at Northwood University and Macomb Community College. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm emphasizes matching clients to advisory models or discretionary managers, utilizing both proprietary and third-party solutions.

Edward Eshleman is a financial advisor with Ameriprise in Monroe, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he works part-time as a coach at Aerial Express Gymnastics and Dance, a small business providing training in gymnastics and dance. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, delivering detailed, research-based recommendation reports through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Deborah Renshaw is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 license and 14 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2019, and Mass Mutual Investors Services from 2012 to 2016. Outside of her advisory role, she is involved as a production assistant editing videos for Oakland County Cable Communications and performs part-time bookkeeping for Motas, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by proprietary research and operational tools.

Joe Bloxsom is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including Quicken Loans/Rocket Mortgage and several mortgage companies. Outside of advisory work, he was involved with Safe Harbor Jefferson Beach Marina in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Zachary Lavene is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has prior experience at The Prudential Insurance Company of America, Pruco Securities LLC, and NML Orthopedics. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and non-securities products through affiliated entities.

Valerie Olsey is a financial advisor with LPL Financial, holding a Series 65 license and bringing two years of industry experience. Prior to joining LPL Financial, she worked for over two decades at Genesys Ascension Imaging as an X-ray and mammography technician. 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, model portfolios, third-party asset management, and institutional platforms.

Tara Huntzicker is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill for 21 years before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and affiliated banking programs.

Brian Brice is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Anthony Treboldi is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 designation and having 22 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2012, following five years at Chase Investment Services Corp. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools, with broad retail and institutional investment options.

John Rodriguez II is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 65 and Series 63 credentials and has previously worked at The Huntington Investment Company, Huntington National Bank, and Citizens Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Kristie Gheysens is a financial advisor with Edelman Financial Engines in Troy, MI, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Planning Alternatives Ltd and Mass Mutual Investors Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process paired with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Charles Ducharme II is a financial advisor with Ameriprise in Grosse Pointe Woods, MI, holding Series 63 and Series 65 designations and having 17 years of industry experience. He worked at Oppenheimer & Co Inc for 14 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service that supports its financial advisors.

Kevin Zezula is a financial advisor with Ameriprise who holds a Series 66 designation and has 15 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2015 to 2021. He serves on the board of The Rainbow Connection and is involved in a sports trading card hobby with his son. Ameriprise provides a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team.

Jeffrey Hoppie is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 licenses and with 40 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a wide range of investment and planning solutions.

Emir Bajrovic is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has been associated with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a comprehensive investment research process.