Christopher Lowry is a CFP® with 18 years of experience in financial advising. He has worked with Osaic since 2018 and spent the previous 10 years at Signator Investors Inc. He is also a director at Retirement Strategies of Michigan, a retail securities and insurance advisory business. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with a range of portfolio management options and supports various client types from individual investors to corporate and charitable organizations.

Richard Gilbertson is a financial advisor with Equitable Advisors in Dearborn, MI, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at Axa Advisors, LLC. Gilbertson serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models delivered through Investment Adviser Representatives and third-party program sponsors to tailor solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Lisa Weller is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to her current role, she was affiliated with Emory University’s School of Business and held a position with the State of Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kelly Green is a financial advisor with Morgan Stanley in Detroit, MI, holding a Series 66 designation and 13 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she is a partner in a strategy and marketing consultancy and serves on the investment committees for the Milbank Memorial Fund and the McGregor Fund, as well as on the finance committee of the Detroit Athletic Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

John Daly is a financial advisor with Equitable Advisors in Grosse Ile, MI, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has previously worked at firms including LPL Financial, New York Life, and Principal Financial Services. Outside of his advisory role, Daly serves on the boards of Beaumont Hospital in Trenton, MI, and The Guidance Center. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivered through a network of Investment Adviser Representatives, utilizing proprietary and third-party models along with ERISA fiduciary services.

David Logan II is a financial advisor with UBS Financial Services in Detroit, MI, holding a Series 66 designation and having five years of industry experience. Before joining UBS in 2021, he worked at Cohen & Company and in various other roles. Outside of his advisory work, Logan serves as an in-game statistics crew member for the Detroit Pistons and is a member of the Finance Committee at the Detroit Athletic Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Craig Hammond is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to understand their financial objectives and develops personalized investment strategies to help pursue their goals. He also provides access to Bank of America's banking and lending services. Craig holds a Bachelor's Degree from the University of Michigan System and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach centers on uncovering what matters most to clients and their families to inform financial planning and investment decisions.

Tara Huntzicker is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill for 21 years before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and affiliated banking programs.

Eric Molitor is a financial advisor with J.P. Morgan Securities in Dearborn, MI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, and previously spent eight years with Professional Home Solutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research to develop forward-looking model asset allocations, and it offers unique regulatory registrations supporting broader derivatives and commodities capabilities.

Justin Thomas is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2017, having been associated with JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Sawyer Paull Baird is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services Inc and Keller Williams Realty. Outside of his advisory role, he assists an investment executive with business operations and client services and is also an independent insurance agent focusing on fixed annuity and life insurance products. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning and managed portfolios. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Gino Weaver is a financial advisor with J.P. Morgan Securities in Dearborn Heights, MI, holding a Series 66 designation and 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. beginning in 2008 and Merrill from 2005 to 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Kevin Butler is a financial advisor with UBS Financial Services in Detroit, MI, holding a Series 66 license and 21 years of industry experience. He has worked at UBS since 2021 and previously at Bank of America and Merrill Lynch. Outside of his advisory role, Butler serves as a director for the nonprofit Grosse Pointe Theatre, where he assists with governance and organizational leadership. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through a broad platform that includes proprietary research and capital markets services.

Corrine Clark is a financial advisor with Osaic, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has worked at Osaic since 2020 and has been with Cco Investment Services Corp since 2010. In addition to her advisory role, she is involved with Allen Wealth Strategies LLC, where she manages account relationships and assists with sales and marketing of fixed annuities and insurance products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and provides access to various managed strategies and alternative investments.

Jon Schafer is a financial advisor at Ameriprise with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise in various capacities since 2009. Based in Brighton, MI, he currently serves clients through Ameriprise Financial Services, LLC. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, offering 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 retirement solutions, supported by a centralized consulting team and algorithmic automation overseen by an internal committee.

Danielle Caralis is a financial advisor with UBS Financial Services in Detroit, MI, holding a Series 66 designation and two years of industry experience. Prior to joining UBS in 2023, she worked at PNC Bank NA for 13 years. Outside of her advisory role, she serves as President of the Board of Directors for the Grosse Pointe Theatre, a local community theatre group with a 75-year history. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Kathleen Warunek is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she serves as an election poll worker and co-chairman for the City of Riverview, assisting with voter check-in and compliance with state voting guidelines. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic automation alongside oversight committees to generate tailored retirement income recommendations.

Matthew Wrenn is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Huntington Investment Company, Infinex Investments, and Flagstar Bank. Outside of finance, he operated Gourmet Airfare-Detroit LLC, a business unrelated to his advisory work. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with written Recommendation Reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Jason Lira is a financial advisor with LPL Financial, holding a Series 66 license and three years of industry experience. He has also been involved with Schultz & Associates, PLC, a firm focused on tax preparation and accounting, since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment options including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Parker Piwinski is a financial advisor with UBS Financial Services in Detroit, MI. He holds a Series 66 designation and has worked in various roles across financial services and education since 2015, including positions at Morgan Stanley, United Wholesale Mortgage, and multiple educational institutions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.