Michael See is a financial advisor with Morgan Stanley in Troy, MI, holding CFP®, Series 63, and Series 65 designations and having 24 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Wells Fargo Clearing, PNC Wealth Management, and Natcity Investments. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning services.

Stacey Cassis is a financial advisor at Merrill with 44 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2004 and Bank of America since 2011. She serves as a trustee of B W Investment, a role she began in 2023. 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, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Joseph Creal is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he serves on the board of directors for Pine Lake Country Club and is involved in group health and benefit sales as an agent. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm delivers advice through a network of Investment Adviser Representatives and employs both in-house and third-party asset management programs tailored to client needs.

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.

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 the Series 63, Series 65, and Series 66 licenses. Prior to joining Edelman Financial Engines, his background includes roles at Merrill, J.P. Morgan Securities, and Rocket Auto LLC. Outside of finance, he owns and operates Phoenix Garage LLC, an automotive restoration business. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of solutions including planner-led wealth management and online advice, utilizing diversified model portfolios and a fiduciary approach under ERISA and DOL guidelines.

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, holding two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Private Bank, and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative screening and qualitative research supported by a centralized due diligence team.

Nicholas Klanke is a CFP® with 11 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at Michigan Financial Advisors Corporation and Fsc Securities Corp. Klanke meets with clients to discuss their financial planning through his involvement with Thomas Financial Company LLC and Retirement Planning & Investment Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm uses a model-based investment approach with tools for portfolio optimization and provides access to discretionary strategies, third-party managers, and alternative investments.

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.

Christopher Walsh is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Walsh also serves as a city council member for Grosse Pointe, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a range of investment strategies.

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.

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.

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 at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2018. In addition to his advisory role, he prepares tax returns as an independent contractor at William Sabatini CPA and is involved in the sales and marketing of fixed annuities, insurance, and securities through Sabatini Wealth Strategies. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and multiple managed account options.