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Michael G

Series 63, Series 65

Troy, MI

LPL Financial

Michael Gloster is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 33 years of industry experience. His prior experience includes positions at Morgan Stanley, Merrill, Bank of America, and several other firms. Outside of his advisory work, he hosts a podcast through his company, Fashioncast, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 model portfolios and third-party asset managers, supported by technology tools for research and operations.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Angela Z

Series 63, Series 65

Grosse Pointe Farms, MI

Morgan Stanley

Angela Zelensky is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her previous roles include positions at Comerica Securities for 27 years and Ameriprise for three years. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and financial planning services tailored to individuals and institutional clients, using structured planning tools and market modeling to support client goals.

General estate planning guidance
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Susan H

Series 63, Series 65

Troy, MI

LPL Financial

Susan Haffey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with LPL Financial since 2002. Outside of her advisory role, she is involved in direct sales for Mary Kay Cosmetics. 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, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Da'neesha B

Series 66

Troy, MI

Equitable Advisors

Da'neesha Bracey is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation and has worked concurrently as a delivery driver and as a drop bury technician for Bracey's Underground Services, a business she has been involved with for ten years. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers access to various investment models and third-party asset managers, delivering services through a network of Investment Adviser Representatives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Andrew C

Series 66

Grosse Pointe Farms, MI

Wells Fargo Advisors

Andrew Camden is a financial advisor with Wells Fargo Advisors in Grosse Pointe Farms, MI, holding the Series 66 designation and with 23 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Camden has ownership interests in Kercheval Financial Group, LLC and GSC Enterprises, Inc., and serves as an executor or personal representative for multiple estates. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, business-owner transition, and special-needs planning, delivering tailored recommendations supported by Wells Fargo research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Tonya P

Series 63, Series 66

Grosse Pointe, MI

Merrill

Tonya Pirker is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill Lynch since 1999. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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Linda K

Series 63, Series 66

Troy, MI

Ameriprise

Linda Kay is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 66 designations and having 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 1993. Kay has established an LLC for future sub-leasing arrangements, though it has not generated any income or expenses. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary retirement advice, primarily for clients maintaining assets within Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Robert F

Series 66

Troy, MI

Equitable Advisors

Robert Farrell III is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His career includes prior roles at Centaurus Financial/Wealthmap Advisors and Herbert Financial Group. Farrell has also served as a trustee for family trusts and was involved with the Troy United Football Club, a nonprofit organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and nonprofit clients. The firm employs a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and plan objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Michail C

Series 63, Series 65

Troy, MI

LPL Enterprise

Michail Curro is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
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Kara W

Series 63, Series 65

Troy, MI

LPL Enterprise

Kara Wilcox is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and LPL Financial, LLC. She is also involved with Family Roots Financial Planning LLC, a financial planning and retirement planning business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of affiliated services such as trust custody and insurance products.

Tax-loss harvesting
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Cheri W

Series 63, Series 65

Troy, MI

Ameriprise

Cheri Wiener is a financial advisor with Ameriprise in Waterford, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She worked at Ameriprise Financial Services, Inc. from 2010 to 2020. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to create personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael C

CFP®, ChFC®, Series 63

Troy, MI

Ameriprise

Michael Coffield is a CFP® and ChFC® with 42 years of industry experience. He has been with Ameriprise since 2005 and currently works at their Troy, MI office. In addition to his role at Ameriprise, he owns Coffield & Associates, Inc., where he sees clients and manages a team. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm delivers these services through a centralized consulting team that combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Stephen S

Series 65, Series 66

Grosse Pointe Farms, MI

Morgan Stanley

Stephen Smihal is a financial advisor with Morgan Stanley based in Grosse Pointe Farms, MI. He holds Series 65 and Series 66 licenses and has 24 years of industry experience. Since 2010, he has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Mary W

Series 66

Grosse Pointe Farms, MI

Morgan Stanley

Mary Walsh is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at IBM, the University of Michigan, and the Country Club of Detroit. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and firm-approved tools without providing individual security recommendations within standalone plans.

General estate planning guidance
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Brian D

Series 66, Series 65

Troy, MI

Morgan Stanley

Brian Donohoe is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at 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 offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Bradley R

CFP®, Series 63, Series 66

Troy, MI

Fidelity

Bradley Rush serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1993. In his role, he collaborates with clients to develop financial plans, consolidate assets, and evaluate investment strategies that emphasize diversification and tax efficiency. He holds a California Insurance License, supporting his professional services in financial consulting. Details regarding his education and personal interests have not been provided.

Wealth management Tax-loss harvesting General tax planning Passive / index investing
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Damjan J

Series 63, Series 66

Clinton Township, MI

J.P. Morgan Securities

Damjan Juncaj is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. since 2016. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Ashley S

Series 66

Troy, MI

J.P. Morgan Securities

Ashley Sherrod is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 credential and has previously worked at Edward Jones, UBS Financial Services, Morgan Stanley Private Bank, and PFP Services/Schmitt-Sussman Enterprises. Outside of her advisory role, she owns an Amazon FBA ecommerce business called Izzy Bella. J.P. Morgan Securities 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. The firm offers customized investment solutions delivered on a non-discretionary basis by a select group of wealth advisors.

Wealth management Executive Founder/Business Owner
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Dennile H

Series 63, Series 65

Troy, MI

LPL Financial

Dennile Haddock is a financial advisor at LPL Financial in Troy, MI, holding Series 63 and Series 65 licenses with 27 years of industry experience. Her prior roles include positions at Ameriprise, Comerica Securities, and Citizens Securities. 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, supported by extensive operational tools and oversight of substantial discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Farryn H

Series 66

Troy, MI

Morgan Stanley

Farryn Hayosh is a financial advisor at Morgan Stanley in Troy, MI, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, she worked at APiS North America, LLC from 2019 to 2021 and has additional experience at Sommers Schwartz and Autism Hope Alliance. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning emphasizes structured discovery and firm‑approved tools, offering a broad range of retail and institutional investment services.

General estate planning guidance
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