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.

Brian Squire is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 18 years of industry experience, including prior roles at J.P. Morgan Securities and JPMorgan Chase NA. He is also associated with Retirement & Wealth Strategies and The RWS Agency LLC in Farmington Hills, MI. Cambridge Investment Research Advisors serves a diverse client base with financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers tailored investment solutions through a network of independent financial professionals and provides access to both proprietary and third-party strategies across multiple custody and platform arrangements.

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.

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.

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.

Jason Lindauer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1985 and has developed a practice focused on delivering customized wealth management strategies tailored to the complex needs of high net worth families, business owners, and senior corporate executives. Jason emphasizes identifying clients' life priorities to help them build lasting legacies. He holds a Bachelor of Arts degree in Sociology from Adrian College, earned in 1983. Jason has completed advanced training programs at the Wharton School of the University of Pennsylvania and The University of Chicago Booth School of Business. He holds professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). As a Portfolio Manager, he manages personalized investment strategies on a discretionary basis. Jason is involved in his community through roles such as serving on the Board of Trustees for St. Joseph Mercy Hospital Chelsea and acting as an Assistant Coach for the Chelsea High School Varsity football team. He and his wife, Amy, reside in Chelsea and have four grown children. His family's commitments also include support for causes aiding members of the U.S. Armed Forces.

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.

Mitchell Goodin is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Before joining Merrill in 2024, he worked at The Mannik & Smith Group, Inc., Abonmarche Consultants, Inc., RQAW Corporation, and the University of Michigan. 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. The firm is integrated into Bank of America’s corporate platform, providing access to a wide range of products and services beyond typical investment management.

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.

Dane Smith is a ChFC®-designated financial advisor with 41 years of industry experience. He has worked at OSAIC since 2018 and was previously with Signator Investors, Inc. for 34 years. Outside of his advisory work, he serves as a vice president and board member of the Mountain City Alumni Club, where he coordinates meeting planning. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and multiple investment platforms to construct 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 at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James since 2019, following six years at UBS Financial Services. Raymond James & Associates offers financial planning and investment consulting 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 a focus that also includes municipal finance and institutional consulting.

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 Series 66-credentialed financial advisor with Merrill in Farmington Hills, MI, and has 12 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc and Bank of America since 2015. Johnson serves as an advisory board member for the Salvation Army Echelon Board, where he supports chapter expansion and organizational oversight. 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 diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.