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.

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 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.

James Kreutzer is a financial advisor with LPL Financial in Walled Lake, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial since 2013. Kreutzer operates a DBA entity named ClearPath Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and various investment strategies.

Mike Mc Gowan is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. dating back to 2005. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide fund and strategy recommendations.

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.

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.

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 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.

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.

Dane Smith is a financial advisor at Osaic Wealth, Inc. with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2018, he spent 34 years at Signator Investors, Inc. Outside of his advisory role, he is a vice president and board member of the Mountain City Alumni Club, where he oversees meeting planning. Osaic Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct diversified portfolios across various asset classes.

Bryanne Kramer is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Clawson, MI. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports, primarily for clients with assets managed within Ameriprise.

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.

Timothy Paulian is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Prior to his financial services career, he was employed at Utica Community Schools for 19 years. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Dillon Dejong is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. He has worked at OSAIC since 2021 and previously held positions at Northwestern Mutual and Hartman and Tyner. Outside of his advisory role, Dejong has involvement with Michigan Financial Companies in administrative and client relations capacities. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of advisers, offering integrated brokerage and advisory services, financial planning, and retirement consulting. The firm utilizes a variety of investment tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Cody Johnson is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc and Bank of America since 2015. Outside of his advisory role, he serves as an advisory board member for the Salvation Army Echelon Board, assisting with chapter expansion and organizational documentation. 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 strategies for individuals, high-net-worth clients, and institutions.

Madison Campbell is a financial advisor at J.P. Morgan Securities with six years of industry experience. She previously worked at Thrivent Financial and the Office of Public Defender. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework.