Christian Allen is a CFP®-credentialed financial advisor with 10 years of industry experience. He has worked at Raymond James & Associates since 2019 and was previously with UBS Financial Services from 2015 to 2019. Raymond James & Associates provides 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 also offers institutional consulting and has capabilities in public finance and municipal work.

Tina Potasinski is a financial advisor at LPL Financial with 26 years of industry experience. She has previously worked at Raymond James & Associates and UBS Financial Services Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Cody Mc Cullough is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Equitable Advisors and Mass Mutual Great Lakes. In addition to his advisory work, he is employed with a painting company in Saline, MI. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides a range of portfolio management options and access to both proprietary and third-party strategies, tailoring investment solutions to client objectives.

Carrie Barr is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2006. Outside of her advisory role, she owns and operates Churchyard Bodywork LLC, a massage therapy business in Oak Park, MI. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations.

Robert McMahon III is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at DFCU Financial, CUSO Financial Services, and several other firms. He operates out of Novi, MI. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs utilizing model portfolios, third-party research, and various management options.

Kimberly Gillen is a Series 66-credentialed financial advisor with UBS Financial Services in Troy, Michigan, where she has worked since 2013. She has 11 years of industry experience. Outside of her advisory role, she is a proprietor involved in managing rental properties through The Hobo Group, LLC and K2 Properties, LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research-driven, tailored client strategies.

Ryan Mc Callum is a financial advisor with Robert W. Baird & Co. in Birmingham, MI, holding a Series 66 designation and seven years of industry experience. He has worked at Baird since 2018 and previously held positions at Oakland University, PASS Charters, and Oakland Hills Country Club. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, and provides municipal advisory and public finance services alongside its broader wealth management offerings.

Andrew Baldwin is a Series 66-credentialed financial advisor with nine years of industry experience, currently with LPL Financial since 2020. Prior to joining LPL, he worked at Voya Financial Advisors for three years and has operated Baldwin Capital Management since 2016. Outside of his advisory role, he is involved with Fora Travel, a home-based non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Steve Nazoyan is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Cetera Wealth Services, Wealth Strategies Financial Group, Minnesota Life Insurance Co, Securian Financial Services Inc, and Sii. He is also involved in fixed insurance sales as an agent and broker. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodial relationships.

Lindsey Philipp is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has four years of industry experience. Her career includes roles at J.P. Morgan Securities LLC, J.P. Morgan Chase Bank NA, and BeautyCounter, among others. She has also been involved with Hillsdale College in various capacities over several years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers a range of approved funds and strategies within a broader broker-dealer and banking organization.

Erik Bloomfield is a financial advisor with OSAIC in Dearborn, MI, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 15 years of industry experience, previously working at Advisor Group and MassMutual Investors Services. Outside of his advisory role, he manages Impact Arms, LLC, which facilitates NICS background checks and firearm transactions in compliance with federal law. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services. The firm employs a variety of tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Adam Brown is a financial advisor at UBS Financial Services with four years of industry experience. He has worked at UBS since 2018 and previously was employed at Verizon Wireless. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Torrey Myrick is a financial advisor at Raymond James & Associates with a Series 66 credential and one year of industry experience. Prior to joining Raymond James, he worked at Schechter Wealth for three years and held positions at Target, Home Depot, and Gordon Food Service. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to a broad client base, including individuals, pension plans, corporations, and government entities, delivering advice on a non-discretionary basis supported by firm-sponsored wrap programs and institutional consulting services.

Akinwale Adebayo is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and was previously with Merrill for eight years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Randi Levy is a financial advisor with UBS Financial Services in Troy, MI, holding a Series 66 designation and 16 years of industry experience. She has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services through a broad platform that includes proprietary research, capital markets services, and affiliated banking programs.

Brandon Slater is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. His prior experience includes a role at CitiGroup Global Markets INC beginning in 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved planning tools in its financial planning process.

Michael King is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm provides written, non-discretionary Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist in retirement income planning.

Timothy Ford is a CFP®-credentialed financial advisor with Cambridge Investment Research Advisors, bringing 43 years of industry experience. He has been with Cambridge since 2008 and also serves as an independent insurance agent and board member at Dearborn Federal Savings Bank and Dearborn Country Club. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various custody arrangements and both proprietary and third-party strategies.

Julius Porter is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 66 designation and has held roles at Avantax, Edward Jones, and Ohio National Life Insurance Company, among others. Porter also provides tax preparation and accounting services through his own firm, J.R. Financial Services LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment program options, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Dale Glick is a financial advisor at OSAIC with 49 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2018, he worked at Jhfn Sii for seven years. His other business activities include sales and marketing of fixed annuities, non-variable insurance, and securities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a variety of investment platforms and employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios.