Scott Tarkington is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities from 2014 to 2024. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, leveraging research from Wells Fargo Investment Institute and third-party sources while offering both brokerage and advisory solutions.

Joseph Creal is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he serves on the board of directors for Pine Lake Country Club and is involved in group health and benefit sales as an agent. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm delivers advice through a network of Investment Adviser Representatives and employs both in-house and third-party asset management programs tailored to client needs.

Christian Thomas is a financial advisor at Ameriprise based in Troy, MI, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Raymond James & Associates and various positions outside the financial sector, including in rehabilitation and hospitality, alongside periods of full-time education. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, utilizing a centralized consulting team to deliver tailored, research-driven recommendations that incorporate tax-efficiency and income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Andrew Lottman is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in delivering customized wealth management strategies to high-net-worth individuals, family offices, and institutions. His areas of focus include banking, investments, lending, trust and estate planning, employee benefits planning, small business strategies, individual and corporate investment strategy, and tax minimization. Andrew began his career at Deloitte and Touche LLC in Chicago as a Certified Public Accountant (CPA) auditing the investments of Private Equity and Non-Profit Entities. In 2015, he joined Ziegler Capital Management, where he assisted high-net-worth individuals and institutional clients with sophisticated investment strategies. In 2017, he relocated to Michigan and started his role as a financial advisor at J.P. Morgan’s Private Bank. Andrew joined Merrill Lynch in 2023. He earned a Bachelor of Arts degree in accounting from Michigan State University and a Master of Science in Accountancy degree with a minor in finance from DePaul University. He holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Andrew is a member of the American Institute of Certified Public Accountants (AICPA) and the Michigan Association of Certified Public Accountants (MICPA). He enjoys golfing, boating, and spending time with his wife and three children. He currently resides in Birmingham, Michigan.

Gerald M. Parks is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked with UBS Financial Services Inc. since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management, combining institutional trading capabilities with wealth management services.

Tina Nguyen is a financial advisor at Ameriprise with four years of industry experience. She holds the Series 66 designation and previously worked at UBS and operated Lexi Spa before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory 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 focused on dependable income and tax-aware withdrawal strategies.

Alex Weber is a Series 66 licensed financial advisor with J.P. Morgan Securities in Birmingham, MI, holding two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Private Bank, and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative screening and qualitative research supported by a centralized due diligence team.

Jason Murphy is a Series 66 licensed financial advisor with 24 years of industry experience. He has worked at LPL Financial since 2016, previously holding positions at Shield Financial Group, J.P. Morgan Securities, Chase Investment Services Corp., and Citizens Securities. Outside of his advisory role, Murphy is involved in an exclusive insurance brokerage focusing on fixed insurance and long-term care. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, while supporting advisors with advanced operational and research tools.

Nicholas Klanke is a CFP® with 11 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at Michigan Financial Advisors Corporation and Fsc Securities Corp. Klanke meets with clients to discuss their financial planning through his involvement with Thomas Financial Company LLC and Retirement Planning & Investment Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm uses a model-based investment approach with tools for portfolio optimization and provides access to discretionary strategies, third-party managers, and alternative investments.

Linda Bonham is a financial advisor with LPL Financial in Highland, MI, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She worked at National Planning Corporation for 17 years before joining LPL Financial in 2017. Outside of her advisory role, she owns and operates Advantage Tax Service and Advantage Bookkeeping, providing tax preparation and financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a broad network of over 22,000 advisors.

Katelyn Spence is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and has a background that includes roles at Matador Farms LLC, Hillside Farms LLC, and the University of Alabama. 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 and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Bachira Murray is a financial advisor with J.P. Morgan Securities holding a Series 66 credential and six years of industry experience. She has worked at J.P. Morgan Securities since 2020 and Jpmorgan Chase Bank since 2019. Outside of her advisory role, she is a partner in a catering business and co-owns a residential rental property listed on Airbnb. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates both quantitative and qualitative research, with an emphasis on model asset allocations and an ESG eligibility framework.

Martin Macdougall is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm combines research, modeling, and tax-efficient strategies, with a focus on assets managed within Ameriprise accounts and employs algorithmic tools overseen by a dedicated committee.

Yvonne Carver is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James since 2019 and previously worked at UBS Financial Services from 2013 to 2019. 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 clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research resources.

Zakhele Dhlamini is a financial advisor with Merrill in Troy, MI, holding a Series 66 designation and bringing 16 years of industry experience. His career includes roles at Bank of America, N.A. and PNC Bank, where he worked from 2013 to 2017 before joining Merrill in 2017. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amber Griffin is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2021, following five years at Ameriprise Financial Services Inc. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Hornblower is a financial advisor with UBS Financial Services in Farmington Hills, MI, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets and research resources to tailor strategies to clients’ goals and risk tolerances.

Matilda Carr is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, she worked at Blanchard and Walker PLLC and has experience in the restaurant industry, including roles at Knight's Steakhouse and Greek Pizzeria. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved tools.

Steven Wujczyk is a financial advisor at Raymond James & Associates with 31 years of industry experience. He has been with Raymond James since 2008. His credentials include the Series 63 and Series 66 registrations. Raymond James & Associates is a large 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 and consulting services primarily through non-discretionary relationships.

Nathan Szenay is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Raymond James and Morgan Stanley Smith Barney in various capacities since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting services supported by analytical tools and maintains a notable affiliation with a municipal advisor, enhancing its municipal and public-finance offerings.