Matthew Waugh is a financial advisor with J.P. Morgan Securities in Troy, MI, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at J.P. Morgan entities since 2015. Outside of his advisory work, he runs a Little League Baseball team called Macomb Brewers, which offers apparel sales to support the team. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Timothy Cooper is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. He previously worked at UBS Financial Services Inc. for 10 years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

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.

Melissa Hodskins is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked within JPMorgan Chase Bank and J.P. Morgan Securities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes a broad range of derivatives and commodities capabilities.

Andrew Behm is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2018, following 13 years at John Hancock/Signator Investors Inc. He serves as a Senior Director of Wealth Management at Michigan Financial Companies and is involved with Vista Maria, a nonprofit organization supporting abused and neglected girls and foster care. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform delivering various managed portfolio and planning solutions.

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.

Brian Squire is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He has previously worked at J.P. Morgan Securities and JPMorgan Chase. Squire is registered with Series 63 and Series 66 credentials. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers access to third-party advisers and proprietary model strategies.

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 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.

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, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior experience includes 16 years at Merrill and a brief tenure at Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management options, including access to third-party asset managers and institutional platforms.

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.

Mike Mc Gowan is a financial advisor with J.P. Morgan Securities based in Plymouth, MI. He holds a Series 66 designation and has 24 years of industry experience, including roles at UBS Financial Services and JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

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.

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.