Derek Brody is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Outside of his advisory work, he is a guitar player involved with a local band in Linden, Michigan. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and secular return estimates, within its financial planning process.

Clayton Kendrick is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior experience with Senior Life Services and Academy Mortgage Corp. Kendrick is also involved with Total Home Lending, where he provides mortgage and real estate services. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of advisory and brokerage services along with affiliated insurance and lending programs.

Peace Little is a Financial Advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. Before joining Thrivent, they served in the United States Army and held teaching positions at Dearborn Advanced Technology Academy and Grand River Academy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on a range of financial topics without portfolio management or discretionary trading authority.

Michael Burkhardt currently serves as a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2023. His professional experience also includes positions at Bank of America - Merrill Lynch, where he was an Assistant Vice President and Financial Solutions Advisor from 2019 to 2022, and participated in the National Advisor Development Program from 2018 to 2019. Throughout his career, Michael has partnered with clients to address a range of financial needs, aiming to build lasting relationships. His expertise spans investment consulting and financial solutions advisory. Outside of his professional work, he enjoys spending time with friends, attending social events, and playing golf.

Michael Petee is a financial advisor with Ameriprise in Troy, MI, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2019 and previously worked at DishOne and Student Painters. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Aaron Oskey is a financial advisor with LPL Financial in Rochester, Michigan, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc., and Firstmerit Bank. Outside of his advisory work, he is an owner and investor in several business entities unrelated to investing, including Christopher Care, Choosing Life. 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 portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Omar Jackson is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity since 2013, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as CFTC registration and advisory roles to multiple funds.

Katlyn Taylor is a financial advisor at Equitable Advisors in Troy, Michigan, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Equitable Advisors, she worked in various roles including bartender at Coyote Joe's. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to deliver customized investment solutions.

William Jeffrey Jr. is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 credentials and offering 38 years of industry experience. He has been with LPL Financial since 1995. Jeffrey is also a Notary Public and is involved in managing a firm that provides non-variable insurance products and tax preparation services. 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 access, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

William Degnan is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, totaling over two decades at the firm. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered solutions and third-party asset managers.

Lorri Freed is a financial advisor at LPL Financial with 38 years of industry experience. She holds the CFP® and Series 63 designations. Her prior experience includes 21 years at SIGMA Financial Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing both proprietary research and third-party resources.

Scott Kavanaugh is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 66 designation and has worked across multiple Fidelity entities since 2005, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary services as well as model portfolios built from mutual funds, ETFs, and ETPs.

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.

Eric Nichols is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Ryan Kus is a financial advisor at Cetera with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including VOYA Financial Advisors, Horizon Advisers, and Corecap Advisors. Outside of advisory work, he is involved in fixed insurance sales through his roles as president of KuscoInc and as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform that serves individual, corporate, and institutional clients nationwide through a network of over 10,000 advisors. The firm provides portfolio management, financial planning, retirement services, and access to various investment programs including third-party money managers and automated 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.

Heidi Kriewall is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research.

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.

Tyrone Thorpe is a financial advisor with LPL Enterprise in Troy, MI, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Morgan Stanley, Northwestern Mutual, MassMutual, and Prudential. Thorpe is also the owner of Quae Capital LLC, an investment-related firm operating in Farmington Hills, MI. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment approaches, offers access to third-party asset managers, and facilitates insurance product sales through affiliated entities.

Steffen Mc Caughtry is a financial advisor with LPL Financial based in Rochester, MI, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he held various roles including employment at Olive Garden and Wing Snob. He continues to work at Olive Garden outside of his advisory role. 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 financial planning and investment services, utilizing both proprietary research and third-party strategies, with notable scale across advisory, insurance, and banking partnerships.