Thomas Gallant is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2016, including prior experience with Tambra Investments Inc. He also provides consulting services related to financial planning practice management and client acquisition through his business, TJG313 LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income strategies.

Philip Sloan is a financial advisor at Stifel with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Stifel Nicolaus & Co. since 2013, following a three-year tenure at UBS Financial Services. Outside of his advisory role, he performs occasionally as a member of an oldies band. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Kyle Kuykendall is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his current role, Kuykendall was involved with Triple Threat Bets, LLC and NVIP, LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers goal-based financial planning across a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option, while keeping those services separate.

Ashleigh Duffy is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Before joining Merrill in 2021, she held positions at Oakland University, Elementz Salon, Skyzone Trampoline Park, and Menchies Frozen Yogurt. Merrill, along 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jonathan Boone is a financial advisor with LPL Financial in Novi, MI, holding a Series 66 designation and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Edward Jones, and United Wholesale Mortgage. Boone has also been involved in a property and investment business from 2020 to 2024. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Steven Grimes is a financial advisor with Raymond James Financial, holding CFP® and ChFC® designations and over 33 years of industry experience. He has worked at Raymond James since 2017 and previously spent significant time at Navigators and Principal Life Insurance Co. He owns Navigators Financial LLC, a support company for his practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and also maintains specialized programs like municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jessica Larive is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 and Series 63 designations. Her prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Summit Sports LLC, Pure Romance By Jessica Quintana, and Palace Sports and Entertainment. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research supported by centralized due diligence and includes broader derivatives and commodities capabilities.

James Reid is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2011. Outside of his advisory role, he is involved with The Town Pump Saloon, a limited liability company based in Lake City, Michigan. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

David Barash is a financial advisor with Wells Fargo Clearing in Farmington Hills, MI, holding Series 63 and Series 65 licenses and 10 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities. Outside of his advisory role, he serves as a commissioner for the West Bloomfield Parks and Recreation Commission. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary plan-level investment management. The firm’s approach includes a wide range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Marc Ganop is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and with 29 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 21 years. Outside of his advisory role, he operates a tax preparation sole proprietorship. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools, and is notable for its scale, complex affiliate network, and recent consolidation activities.

Sheldon Robinette is a financial advisor at J.P. Morgan Securities with five years of industry experience. He has held positions within various divisions of JPMorgan Chase since 2015 and worked at DoorDash between 2020 and 2021. Robinette holds the Series 63 and Series 66 designations. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research and includes specialized capabilities in derivatives and commodities.

Sonya Maniaci is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Wendi Diacono is a financial advisor with LPL Financial in Livonia, MI, holding a Series 66 designation and 25 years of industry experience. She has worked with LPL Financial since 2010, with additional experience at Cetera Advisor Networks and Cetera Wealth Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and retirement advice, supported by a large network of investment adviser representatives.

Luke Nowacki is a financial advisor at OSAIC Wealth with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Royal Alliance Associates and John Hancock. Outside of advisory work, he is a general partner in a residential property management venture. OSAIC Wealth serves a diverse client base including retail investors, institutional clients, and retirement plan sponsors. The firm provides a range of advisory and brokerage services supported by model-based asset allocation and portfolio optimization tools.

Matthew Stirling is a financial advisor at Osaic Wealth with 10 years of industry experience and holds a Series 66 designation. He previously worked at SII before joining Osaic in 2018. Outside of his advisory role, Stirling is actively involved in hockey coaching and administration, serving as head coach for Oakland University’s hockey team and as president of the Michigan Collegiate Hockey Conference. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach supported by portfolio optimization tools and offers a variety of program options including Unified Managed Accounts and third-party money manager strategies.

Joanne Hardin is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and totaling 21 years of industry experience. She has worked across various Ameriprise entities since 2010. There are no notable outside activities reported. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, tax-aware withdrawals, and Social Security strategies.

Spencer Warn is a CFP® professional with 10 years of industry experience, currently serving at Cetera since 2019. He previously worked at Foresters Financial Services from 2016 to 2019. Outside of his advisory role, he volunteers as president of a local business networking group. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary account options.

Charles Witt is a financial advisor at Osaic, holding a Series 66 designation and beginning his industry career in 2026. His prior work experience includes roles at Center Management Services, Inc., Zeal Development Group, and Noble Investment Group. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment strategies and maintaining multiple custodial and legacy program arrangements.

Eliot Truesdell is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Thrivent, LPL Financial, SGS & Co, and Makkevision. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

Gregory Dadian is a financial advisor at Morgan Stanley with 26 years of industry experience. He has held positions at Morgan Stanley since 2010, including eight years with Morgan Stanley Private Bank, N.A. He holds the Series 63 and Series 66 securities registrations. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.