James Gasparotto is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is active as a teacher and speaker on financial services topics, particularly in the insurance industry. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of advisory services through a large network of affiliated advisors and employs various investment tools and third-party programs to manage portfolios across multiple asset classes.

Brian Werth is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, MGM Grand Detroit, and Faisah Farms LLC. Outside of advisory work, he is a co-owner of a rental property in Belleville, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Rehil is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Xavier Scott is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work includes roles at MassMutual Life Insurance Company, Paramount Residential Mortgage Group, and United Wholesale Mortgage. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations through annual collaborative planning engagements.

Stacey Galloway is a Series 66-registered financial advisor with Edward Jones in Livonia, MI, and has 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Jeanette Clinton is a financial advisor with Raymond James & Associates in Wyandotte, MI, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Raymond James, she worked nearly two decades at Magni Industries and spent a year in homemaking. 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 broad client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

William Dolunt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Cambridge since 2017 and previously worked at Valic Financial Advisors for 12 years. Dolunt serves as a board member for the George F Monaghan Knights of Columbus, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent financial professionals, offering various portfolio management and model-based investment solutions tailored to client objectives.

Sarah Kuhn is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Her prior work includes roles at Concorde Investment Services, Securities America, and Secure Planning Strategies. She is also a notary in Westland, MI. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Mason Sova is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. His prior work includes positions at Equitable Advisors and DFCU. Mason’s background includes diverse roles before entering the financial sector. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

Brian Coles is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he serves on the boards of the William A. Pearson Elementary Parent Teacher Organization and the Hartland Gymnastics Booster Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Alicia Botti is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliates since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, delivering detailed, non-discretionary recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Garrett Flynn is a financial advisor at OSAIC with a Series 66 designation and six years of industry experience. He previously worked at Liggett from 2016 to 2022 and attended Michigan State University from 2022 to 2026. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk assessments to construct portfolios that include a wide range of investment options.

Zachary Zukowski is a financial advisor with OSAIC in Southfield, MI, holding a Series 66 designation and 10 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and SII. Outside of his advisor role, he serves as an investment advisor representative and insurance agent for Pinnacle Wealth Strategies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio management tools and third-party solutions.

Andrew Behm is a financial advisor with Osaic Wealth, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Osaic in 2018, he worked for John Hancock/Signator Investors Inc. for 13 years. Outside of his advisory role, Behm is a member of Vista Maria, a nonprofit organization assisting abused and neglected girls and foster care. Osaic Wealth serves a diverse range of clients—including individuals, high-net-worth investors, pension plans, corporations, and charities—through a broad network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to create portfolios that include various investment types, offering both discretionary and non-discretionary management options.

Robert Park is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial in Dearborn, MI. His prior experience includes roles at Raymond James & Associates, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services supported by research and multiple portfolio management options.

Brian Squire is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and 66 credentials and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase NA. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions across multiple platforms, with access to proprietary and third-party strategies tailored to client objectives.

Collin Crowell is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021, following roles at Bankers Life and other companies. Outside of financial advising, Crowell is involved in music as a co-owner of Mission Think L.L.C., where he writes and composes drum tracks and lyrics. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement income planning advice through a combination of proprietary research and third-party tools. The firm’s approach integrates asset allocation strategies and tax-aware withdrawal methods, primarily offering managed account solutions within its affiliated product ecosystem.

Robert Bambrough is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 42 years of industry experience, including over 20 years with Cambridge Investment Research Advisors. Outside of his advisory work, he manages a tax preparation service through Robert Bambrough Assoc, LLC, and serves on the board of Carrot Pass, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing proprietary models and third-party strategies across multiple platform arrangements tailored to client objectives.

Clare Mc Millan is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at EDUStaff and was involved with the Olancho Aid Foundation in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, 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.

Sidney Thompson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Thompson held positions in education and retail, including roles at Wayne State University, Macomb Community College, and Target. 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, and institutional investors.