Ryan Green is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Calculated Hire and as an independent contractor, along with experience in the fitness retail sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Troy Mooyoung is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he serves as a board member of the Charles Tillman Cornerstone Foundation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and supports both direct individual clients and corporate financial planning agreements.

Jacob Smolarek is a CFP® certified financial advisor with seven years of industry experience. He is currently with LPL Financial and has prior experience at Wells Fargo Clearing Services and Jackson National. He also served in the U.S. Army National Guard from 2015 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, supported by model portfolios and research from multiple sources.

Alexander Macgregor is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Prudential Insurance Company of America since 2013 and was previously with Pruco Securities, LLC. since 2013. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform that combines adviser programs with active sales of other financial products.

Kevin Ott is a financial advisor with Edward Jones in Macomb, MI, holding the ChFC® designation and Series 66 license, with six years of industry experience. Prior to joining Edward Jones in 2019, he served six years at the US Coast Guard Air Station Detroit. Outside of his advisory role, Ott is involved in coaching amateur swim and water polo teams and owns an RV rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial products through a large network of advisors and branch offices.

Joshua Rajewski is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has held his current position since 2005. Rajewski holds Series 63 and Series 65 licenses. Raymond James & Associates, Inc. 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, pension plans, and charitable organizations, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Andrew Howard is a financial advisor with Morgan Stanley in Grosse Pointe Farms, MI, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Colleen Schueneman is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at National Life Group, Equity Services, Inc., and MML Investors Services LLC. Schueneman serves as an executive board member of the Rags Remembered Foundation. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and managed-account solutions. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios on both discretionary and non-discretionary bases.

Matthew Waugh is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan since 2015 in various capacities. Outside of his advisory role, he runs a Little League Baseball team in Macomb, MI, which recently began offering apparel sales to support team activities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael See is a CFP® with 24 years of industry experience. He is currently with Morgan Stanley in Troy, MI, where he has worked since 2021. Prior to that, he held roles at Wells Fargo Advisors from 2010 to 2021. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Joseph Creal is a financial advisor with Equitable Advisors in Troy, Michigan, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he serves on the board of directors for Pine Lake Country Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Melissa Mestrovich is a CFP® and holds a Series 66 license with 16 years of industry experience. She has been with Fidelity since 2010, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. She is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary accounts, including funds and model portfolios.

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.

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.

Michael Jergens is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Outside of his advisory work, he is the owner of Phoenix Garage LLC, a business focused on automotive restoration. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term investment strategies.

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.

Mark Chrobak is a financial advisor with Edward Jones in Troy, MI, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He previously worked at JPMorgan Chase Bank and JPMorgan Securities LLC from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies through a network of more than 23,700 advisors and 15,000 branch offices nationwide.

Gary Corona is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63, 65, and 66 licenses and having 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning and investment services through a structured advisory process.

Christopher Walsh is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Walsh also serves as a city council member for Grosse Pointe, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a range of investment strategies.

Shanna Shillington Bylsma is a financial advisor with Ameriprise in Belmont, MI, holding a Series 66 credential and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she is an active member of the D.A. Blodgett St. John's Home Guild, a nonprofit organization where she helps organize major fundraisers and volunteer initiatives. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet certain asset thresholds. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies and employs a centralized consulting team that delivers data-driven, non-discretionary retirement recommendations.