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.

Gian Luca Sbrocca is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. He has been with Equitable Advisors since 2015, including its predecessor Axa Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory models and uses third-party asset managers and LPL-sponsored programs to tailor solutions for clients.

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.

Jason Murphy is a Series 66 licensed financial advisor with 24 years of industry experience. He has worked at LPL Financial since 2016, previously holding positions at Shield Financial Group, J.P. Morgan Securities, Chase Investment Services Corp., and Citizens Securities. Outside of his advisory role, Murphy is involved in an exclusive insurance brokerage focusing on fixed insurance and long-term care. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, while supporting advisors with advanced operational and research tools.

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.

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.

Christopher Hines is a financial advisor with Edward Jones in Shelby Township, MI, holding a Series 66 designation and 11 years of industry experience, all with Edward Jones since 2015. He serves as president and director of The Cassie Hines Shoes Cancer Foundation, overseeing board activities and co-chairing fundraising events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large advisor and branch network.

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.

Bachira Murray is a financial advisor with J.P. Morgan Securities holding a Series 66 credential and six years of industry experience. She has worked at J.P. Morgan Securities since 2020 and Jpmorgan Chase Bank since 2019. Outside of her advisory role, she is a partner in a catering business and co-owns a residential rental property listed on Airbnb. 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 integrates both quantitative and qualitative research, with an emphasis on model asset allocations and an ESG eligibility framework.

Dane Smith is a ChFC® credentialed financial advisor with 42 years of industry experience. He has worked at OSAIC since 2018 and previously spent 34 years at Signator Investors, Inc. He serves as vice president and board member of the Mountain City Alumni Club, where he is involved in meeting planning. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of advisory and brokerage services supported by model-based asset allocation and portfolio optimization tools.

Bryanne Kramer is a CFP® certificant with 25 years of industry experience, currently with Ameriprise in Clawson, MI. She has been with Ameriprise and its related entities since 2005, totaling 18 years at the firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement‑income planning using a combination of proprietary research, third‑party data, and algorithmic tools.

Yvonne Carver is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James since 2019 and previously worked at UBS Financial Services from 2013 to 2019. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research resources.