Steven Mc Fawn is a financial advisor with Raymond James Financial in Troy, MI, holding a Series 66 designation and 10 years of industry experience. He is also involved with McFawn Financial Holding Company, LLC, where he serves as an officer and secretary. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and features a unique affiliation with a municipal advisor to support municipal and public finance work.

Robert Rutkoske is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial and its predecessor since 2000. Outside of advisory work, he is a notary public and occasionally sells fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Lively is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked in various roles including at Beatty, Betts & Associates and Bankers Life. Outside of advising, he owns MattLively Media and freelances occasionally for broadcast productions. 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 recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Ryan Radyko is a financial advisor with Raymond James & Associates in Troy, MI, holding a Series 66 designation and bringing nine years of industry experience. He has been associated with various Raymond James entities since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research options.

Jonathan Munson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Investment Management since 2011 and Thrivent Financial for Lutherans since 2014. Outside of his advisory role, Munson serves as the organist for Cross of Glory Lutheran Church and is a partner in a local brewery and coffee shop, Salty Mac Brewing Company LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across multiple financial topics without managing assets directly. The firm emphasizes goal-based analyses and periodic plan reviews through a network of Financial Advisors.

Elio Kollcinaku is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Northwestern Mutual and The Burzynski Group. His background also includes five years at AmericAir Control prior to entering the financial services industry. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized consulting team to deliver algorithm-supported, non-discretionary retirement income recommendations.

Richard Abernathy is a financial advisor with Osaic Wealth in Troy, MI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Equity Services, Inc., Preferred Financial Partners, and Ameriprise. In addition to his advisory work, he serves as a Compliance Principal at Preferred Planning Partners, LLC, where he supervises office and downstream advisors. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various tools and third-party manager programs.

David Gallina is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Advisors Financial Network since 2009. Outside of his advisory role, he owns and manages several investment-related entities, including Danimar Holdings Inc. and DMICS Holdings LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad array of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Evan Pawloski is a financial advisor at LPL Financial in Bloomfield Hills, MI, holding a Series 66 designation with eight years of industry experience. Prior to joining LPL Financial in 2019, he worked at FSC Securities Corp and held roles at Paychex and Financial Independence. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services. The firm supports its network of over 22,800 advisors with diverse investment strategies, including model portfolios and third-party asset management, and integrates technology and operational tools to assist advisors.

Ryan Noorman is a Financial Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works closely with clients to develop customized financial plans that align with their priorities and objectives. Ryan emphasizes a collaborative approach, aiming to build long-term relationships based on trust and accountability. Ryan brings extensive experience to his current role, having worked as an Investment Consultant and Investment Solutions Representative at Fidelity Investments from 2022 to 2026. Prior to joining Fidelity, he served as a Financial Advisor at Edward Jones from 2016 to 2022. His background spans various aspects of financial advising and investment consulting. Outside of his professional work, Ryan enjoys cooking and baking, fishing, football, movies, and running.

Michael Eldridge is a financial advisor at Raymond James & Associates with Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at Equitable Advisors, Voya Financial Advisors, Marlin Financial Advisors, and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Jonathan Stanley is a financial advisor with Ameriprise Financial Services LLC and holds Series 63 and Series 66 designations. He has 31 years of industry experience, including 11 years at Bank of America and Merrill prior to joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations through a centralized consulting team.

Logan Guthrie is a Financial Advisor with Merrill Lynch Wealth Management. He works with accomplished professionals, business owners, and families to navigate complexities related to significant wealth, focusing on areas such as wealth preservation, growth, retirement, and legacy planning. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Logan earned a Bachelor's Degree from Central Michigan University and completed his high school education at Alpena High School. Outside of his professional role, Logan enjoys spending his free time fishing, golfing, and hunting, often in various locations throughout Michigan.

Benjamin Hudson is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses. He has 47 years of industry experience and has been with Equitable Advisors since 1999, including prior service with Axa Advisors. He is also the sole proprietor of Benjamin P. Hudson & Associates, a business operated on a very limited, uncompensated basis. Equitable Advisors serves individual clients, retirement plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to tailor investment solutions.

Nathan Grobbel is an advisor with Merrill based in Bloomfield Hills, MI. He holds a Series 66 designation and has one year of industry experience. His recent work history includes roles at Merrill Lynch and Bank of America. Outside of advising, he has been involved with the Oakland Hills Country Club for several years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Wetherell is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Hantz Financial. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and various financial planning services.

Joseph Buscarino is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. He previously worked at Northwestern Mutual and has also been associated with Tirami Su. In addition to his advisory role, Buscarino is involved in a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Jeffrey Thompson is a financial advisor with Ameriprise in White Lake, MI, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2008. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Andrew Hunter is a financial advisor with Edward Jones in Oxford, Michigan. He holds the CFP® designation, along with Series 63 and Series 66 licenses, and has 28 years of industry experience. Hunter has been with Edward Jones since 1997. Outside of his advisory role, he manages a real estate business, Venatrix LLC, in Oxford. Edward Jones is a wealth management firm serving individual and institutional clients through a network of more than 23,700 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard while providing services such as tax-efficient investing and securities-based lending.

Larry Powers Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.