Brian Coles is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he serves on the boards of the William A. Pearson Elementary Parent Teacher Organization and the Hartland Gymnastics Booster Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Katherine Wolfe is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked at First Veterinary Supply and ReMax. Outside of her advisory role, she works as an independent contractor delivering food for DoorDash and Uber Eats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios.

Alicia Botti is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliates since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, delivering detailed, non-discretionary recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ryan Welch is a financial advisor with LPL Financial who holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at Adamy Valuation Advisors and has held various roles including positions related to education and valuation. He is also involved in tax preparation and accounting through WWK Tax Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Zachary Zukowski is a financial advisor with OSAIC in Southfield, MI, holding a Series 66 designation and 10 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and SII. Outside of his advisor role, he serves as an investment advisor representative and insurance agent for Pinnacle Wealth Strategies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio management tools and third-party solutions.

Anthony Lambert is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with various Fidelity entities since 2013. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it offers oversight and advisory services with a focus on systematic methodologies and long-term asset allocation.

Daniel De Lano is a CFP® professional with 27 years of industry experience, currently serving at Edward Jones in Northville, MI. He has been involved with Michigan Trading Partners since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Waugh is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan since 2015 in various capacities. Outside of his advisory role, he runs a Little League Baseball team in Macomb, MI, which recently began offering apparel sales to support team activities. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Timothy Cooper is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2018 and previously spent ten years at UBS Financial Services Inc. based in Birmingham, MI. Raymond James & Associates offers 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 provides tailored financial plans and investment recommendations, with specialized capabilities in public finance and municipal services.

Michael See is a CFP® with 24 years of industry experience. He is currently with Morgan Stanley in Troy, MI, where he has worked since 2021. Prior to that, he held roles at Wells Fargo Advisors from 2010 to 2021. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Melissa Hodskins is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Andrew Behm is a financial advisor with Osaic Wealth, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Osaic in 2018, he worked for John Hancock/Signator Investors Inc. for 13 years. Outside of his advisory role, Behm is a member of Vista Maria, a nonprofit organization assisting abused and neglected girls and foster care. Osaic Wealth serves a diverse range of clients—including individuals, high-net-worth investors, pension plans, corporations, and charities—through a broad network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to create portfolios that include various investment types, offering both discretionary and non-discretionary management options.

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.

Robert Bambrough is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 42 years of industry experience, including over 20 years with Cambridge Investment Research Advisors. Outside of his advisory work, he manages a tax preparation service through Robert Bambrough Assoc, LLC, and serves on the board of Carrot Pass, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing proprietary models and third-party strategies across multiple platform arrangements tailored to client objectives.

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.