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 at LPL Financial with 23 years of industry experience. She holds a Series 66 designation and has been with LPL Financial since 2006. Anne is also involved in referring legal cases to local attorneys in accordance with state law. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches.

Richard Shaheen is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He has previously worked at Sigma Planning Corporation and Sigma Financial Corporation and has operated Rick Shaheen & Associates since 1992. Outside of financial advising, he serves as president of the Metropolitan Detroit Chorale and is involved in local business networking groups. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Adrian Paich is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Spc, Sigma Financial Corporation, and Masen, Frantz & Associates. He is also involved in selling term and whole life insurance. LPL Financial serves a broad client base including individuals, retirement plans, and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research to support its investment strategies.

Andrew Gizinski is a Financial Consultant currently serving as a Branch Leader at Fidelity Investments since 2026. In his role, he focuses on empowering financial professionals to perform at their highest level. His work emphasizes leadership and team development within the financial services sector. Andrew's professional experience centers on branch leadership and financial consulting. He applies his expertise to support and guide financial advisors and teams to achieve their goals. Details regarding his educational background and credentials have not been provided. Outside of his professional responsibilities, Andrew has interests that include beach activities, family time, fitness, parenthood, and tennis. These personal interests reflect his commitment to a balanced lifestyle.

Thomas Carey is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as Axa Advisors, LLC. Carey is also approved to conduct other insurance activities with companies outside of the Equitable network. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Sarah Jelinek is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with various Fidelity entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Edward Lambert is a CFP® professional with 45 years of experience in the financial services industry. He has been affiliated with LPL Financial since 1994 and has worked with various insurance companies since 1996. He also operates Financial Services Group of Michigan, Inc. Mr. Lambert’s career includes extensive experience in both advisory and insurance-related businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by research and technology-driven solutions.

Emmie Ashwell is a financial advisor with LPL Financial in Sterling Heights, MI, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at MFC Investment Center and BAM Consulting. Outside of finance, she serves as president of a housing corporation and a chapter advisory board member for the nonprofit Alpha Alpha Kappa Delta, and also works as a dog sitter. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by LPL Research and various third-party subadvisors.

Kimberly Enders is a CERTIFIED FINANCIAL PLANNER™ professional with over 31 years of industry experience. She is currently affiliated with Cetera and has held various roles within the Cetera network and Summit Financial Group since 2015. Beyond her advisory work, she is involved in motivational speaking and sales training. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide independent advisor network and operates a multi-manager platform with various program options and affiliations.

Steven Kallabat is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2015, including time at JPMorgan Securities, LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Michael Gloster is a financial advisor at LPL Financial with 33 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Financial in 2024, he worked at firms including Nustar Financial, Secure Investors Group, Aurora Securities, Bank of America, and Merrill. Outside of his advisory work, he hosts a podcast through Fashioncast, LLC. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management options and utilizes various investment strategies and technologies.

Susan Haffey is a financial advisor at LPL Financial with 28 years of industry experience. She has been with LPL Financial since 2002 and holds the Series 63 and Series 65 designations. Outside of her advisory role, she has been involved in direct sales with Mary Kay Cosmetics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches.

Da'neesha Bracey is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and one year of industry experience. She has worked at Equitable Advisors since 2025 and concurrently operates Bracey's Underground Services and works as a delivery driver for Spark Deliver. Bracey also serves as power of attorney for her father. Equitable Advisors serves a broad range of clients including individuals, high-net-worth families, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Kade Bacon is a Series 66 licensed financial advisor with LPL Financial based in Rochester, MI. He has one year of industry experience at LPL Financial and a diverse background in various roles including sports center management and retail. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Angelo Calderone is a financial advisor with J.P. Morgan Securities in Sterling Heights, MI, holding Series 66 and Series 63 licenses and eight years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, as well as prior experience with United Wholesale Mortgage, Arterra Realty LLC, and operating MMAC Fraser Inc, known as The Pod Drop, from 2010 to 2019. J.P. Morgan Securities LLC 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 in its recommendations.

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.

Robert Farrell III is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Centaurus Financial/Wealthmap Advisors and Herbert Financial Group. Farrell also served as a trustee for family trusts and was involved with the Troy United Football Club, a nonprofit organization. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing program sponsors and third-party managers to deliver advisory and brokerage solutions.

Michail Curro is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model wealth portfolios, and third-party asset management, delivering investment advice primarily through its investment adviser representatives using a combination of in-house and third-party resources.

Kara Wilcox is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and LPL Financial, llc. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to a broad selection of brokerage and insurance products through an integrated platform.