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 Series 66 licensed financial advisor with UBS Financial Services in Birmingham, MI, with four years at UBS and a prior decade at Detroit Public Television. She has one year of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Brian Coles is a financial advisor with LPL Financial in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2009. Coles serves on the boards of local nonprofit organizations including the William A. Pearson Elementary Parent Teacher Organization and the Hartland Gymnastics Booster Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning, asset management, and institutional platforms.

Katherine Wolfe is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked at First Veterinary Supply and ReMax. Outside of her advisory role, she works as an independent contractor delivering food for DoorDash and Uber Eats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios.

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.

Ryan Welch is a financial advisor at LPL Financial with three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Adamy Valuation Advisors and held various roles including positions at Michigan State University and Roush Holdings. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, third-party asset management, and institutional platforms, utilizing model portfolios, subadvisors, and customized strategies.

Garrett Flynn is a financial advisor at OSAIC with a Series 66 designation. He has experience working at Osaic Wealth Inc since 2026 and previously spent six years at Liggett and four years at Michigan State. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and multiple affiliated custodial and program relationships.

Zachary Zukowski is a financial advisor with OSAIC, holding a Series 66 designation and 10 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent two years with SII. Outside of his primary advisory role, he is also an investment advisor representative and insurance agent with Pinnacle Wealth Strategies. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with a suite of customizable strategies and access to multiple custodial and third-party platforms.

Elizabeth Ahl is a financial advisor with Edward Jones in Royal Oak, MI, holding a Series 66 designation and one year of experience with the firm. Her prior work includes positions at Edwards Lifesciences, Adient, and Michigan State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of advisors and branch offices.

Anthony Lambert is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors and Harrisdirect LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Daniel De Lano is a CFP® professional with 27 years of industry experience, currently serving at Edward Jones in Northville, MI. He has been involved with Michigan Trading Partners since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Cooper is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. He previously worked at UBS Financial Services Inc. for 10 years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Melissa Hodskins is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked within JPMorgan Chase Bank and J.P. Morgan Securities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes a broad range of derivatives and commodities capabilities.

Andrew Behm is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2018, following 13 years at John Hancock/Signator Investors Inc. He serves as a Senior Director of Wealth Management at Michigan Financial Companies and is involved with Vista Maria, a nonprofit organization supporting abused and neglected girls and foster care. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform delivering various managed portfolio and planning solutions.

Robert Park is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Raymond James & Associates, JPMorgan Chase Bank, and J.P. Morgan Securities. He also has involvement with Dfcu Financial Credit Union through LPL Financial. 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 range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

Brian Squire is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He has previously worked at J.P. Morgan Securities and JPMorgan Chase. Squire is registered with Series 63 and Series 66 credentials. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers access to third-party advisers and proprietary model strategies.

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.

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.

Robert Bambrough is a financial advisor at Cambridge Investment Research Advisors with over 42 years of industry experience. He has been with Cambridge since 2004 and also operates Robert Bambrough Assoc, LLC, which provides tax preparation services. Additionally, he serves as a board member of Carrot Pass, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable clients, offering financial planning, investment management, retirement plan advisory, and wrap-fee programs. The firm provides both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.