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.

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.

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 at Edward Jones with 11 years of industry experience. He has held positions at Edward Jones since 2019 and previously worked at JPMorgan Chase Bank and JPMorgan Securities LLC from 2015 to 2019. He holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.

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.

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® professional based in Bloomfield Hills, MI, with 11 years of experience in the financial services industry. He is currently affiliated with OSAIC and has previously worked with Michigan Financial Advisors Corporation and FSC Securities Corp. Outside of his primary roles, he is involved in financial advising through two LLCs where he meets with clients to discuss financial planning. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a variety of investment vehicles and third-party solutions.

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.

Megan Moloney is a financial advisor with Equitable Advisors, holding a Series 66 designation and 25 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1996. Outside of her advisory role, she is involved with Treat Dreams, assisting in store operations and selling ice cream. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers advice through a network of Investment Adviser Representatives and utilizes both firm-offered programs and third-party asset managers.

Christopher Hines is a financial advisor with Edward Jones in Shelby Township, MI, holding a Series 66 designation and 11 years of industry experience, all with Edward Jones since 2015. He serves as president and director of The Cassie Hines Shoes Cancer Foundation, overseeing board activities and co-chairing fundraising events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large advisor and branch network.

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.

Bachira Murray is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2020, previously holding roles at JPMorgan Chase Bank, LPL Financial, and the Center for Wealth Planning. Outside of his advisory role, Murray is a co-owner of a catering business and a residential property rental. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by a centralized due-diligence framework.

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.

Matthew Gross is a financial advisor at LPL Financial in Rochester, MI, with four years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Mt. Chalet. Gross is also involved with AQuest Wealth Strategies as an investment representative. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

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.