Ashley E. Lynch is a financial advisor at UBS Financial Services in Birmingham, MI, holding a Series 66 designation with 18 years of industry experience. She has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and various capital markets services.

Lea Vigi is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. Prior to joining UBS in 2022, Lea worked at Detroit Public Television for ten years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management and delivers advisory services using proprietary research and model-based asset allocations.

Joshua Rajewski is a financial advisor with Raymond James & Associates in Grosse Pointe Farms, MI. He holds the Series 63 and Series 65 designations and has 34 years of industry experience, including 21 years with Raymond James & Associates. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, employing a non-discretionary approach supported by extensive research and affiliated capabilities in municipal and public finance.

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.

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.

Timothy Cooper is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2018 and previously spent ten years at UBS Financial Services Inc. based in Birmingham, MI. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, with specialized capabilities in public finance and municipal services.

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.

Scott Tarkington is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities from 2014 to 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jeffrey Hess is a financial advisor with Ameriprise in Dexter, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored, algorithm-supported recommendations.

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.

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.

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 with Merrill in Dearborn, MI, holding a Series 66 designation and seven years of experience with the firm. His prior roles include positions at Wayne State University and Macomb Community College, among others. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Alex Weber is a Series 66-licensed financial advisor with J.P. Morgan Securities in Birmingham, MI, with two years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Private Bank, Northwestern Mutual, and teaching positions at Hope College. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

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.

Katelyn Spence is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and has prior work experience including roles at Matador Farms LLC, Hillside Farms LLC, and as a student at the University of Alabama. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm serves a diverse client base, offering wealth advisory planning, investment consulting, and specialized services for institutional and municipal clients.

Christopher Sabatini is a financial advisor with OSAIC, holding a Series 66 designation and having 10 years of industry experience. He has worked with OSAIC since 2018 and is also involved with Sii and William Sabatini CPA. In addition to his advisory role, he prepares tax returns as an independent contractor. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios across a range of investment types.