ADVISOR BIO

Carmen Woskershian is a financial advisor with Robert W. Baird & Co. Inc., located in Ann Arbor, MI. Carmen has been working in the financial services industry since 2000 and has extensive experience in the field. Carmen holds the Series 7, Series 63, and Series 66 securities licenses and is registered with the state of Michigan. Carmen specializes in providing financial planning and investment advice to individuals and families. Carmen is dedicated to providing her clients with personalized financial advice to help them achieve their financial goals.

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ADVISOR BIO

Caroline Jann Andrews is a financial advisor with Raymond James Financial Services Advisors, Inc. based in ANN ARBOR, MI. Caroline Jann Andrews has been in the industry since 2019 and has a Series 7TO, Series 66 and SIE licenses. Caroline Jann Andrews's practice focuses on providing financial planning, portfolio management, and other financial services to individuals, families, and businesses. Caroline Jann Andrews is registered to provide investment advice in 33 states, including Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

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ADVISOR BIO

Carolyn Anne Jones is a financial advisor with over 14 years of experience in the industry. She is registered with SPC and holds licenses in Alabama, Florida, Georgia, Illinois, Michigan, and Ohio. Carolyn is a Certified Financial Planner and has experience in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Carolyn is committed to helping her clients achieve their financial goals.

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Carrie Cole is a financial advisor with SPC. Carrie Cole is a CERTIFIED FINANCIAL PLANNER™ professional and is registered to provide investment advice in Florida, Kentucky, and Michigan. Carrie Cole has been in the financial services industry since 1987 and has experience working with individuals, families, and businesses. Carrie Cole specializes in providing financial planning, investment management, and retirement planning services. Carrie Cole is committed to helping clients reach their financial goals.

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Carson Stoltz is an investment advisor representative at Concorde Asset Management, LLC. Carson is registered with FINRA as a Registered Representative (Series 7TO), and has passed the Uniform Investment Adviser Law Examination (Series 65). Carson has been in the financial industry since 2021. Carson also works for Clear Direction Investments and Stoltz Financial Partners LLC as well as holding other positions that are not related to investment advisory services. Carson works out of the Ann Arbor, Michigan office of Concorde Asset Management, LLC and also works out of the Scottsdale, Arizona office of the firm. Carson has previously been registered as a Registered Representative with Concorde Investment Services, LLC.

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ADVISOR BIO

Chandler Randall Smith is a financial advisor who has been in the industry since September 2018. Chandler has a Series 66, Series 7, and SIE license. Chandler is currently registered with Four Financial Management and Provizr. Chandler specializes in financial planning, portfolio management for individuals, and selection of other advisors.

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Charles Edward Dabrowski is an Investment Advisor Representative with Palatine Hill Wealth Management. Charles Dabrowski is registered with the state of Michigan and Texas. Charles Dabrowski has been in the industry for 10 years. Charles Dabrowski's firm, Palatine Hill Wealth Management is headquartered in Birmingham, Michigan. Palatine Hill Wealth Management provides a variety of investment advisory services to individuals and businesses. Their services include financial planning, portfolio management, and pension consulting.

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Charles Waterhouse is an Investment Advisor Representative at Arbor Trust Wealth Advisors, LLC. Charles is registered with the state of Michigan and the state of Texas. Charles is affiliated with Arbor Trust Wealth Advisors, LLC and has been with the firm since August 2014. Charles is a fiduciary and provides a variety of services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Charles is a member of the finance committee and retirement plan committee for Emergent Health Partners, a charitable organization. Charles is also a trustee for Huron Valley Ambulance, another charitable organization.

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Charles McLean is a registered representative with SPC. Charles has been in the industry since 2001 and has a strong track record of providing financial advice to individuals, families, and businesses. Charles holds a variety of licenses and certifications, including Series 7, Series 10, Series 63, and Series 66. Charles specializes in providing financial planning, investment management, and retirement planning services. Charles also has experience in helping clients with college savings, insurance planning, and estate planning. Charles is committed to providing his clients with personalized financial advice and services that are tailored to their individual needs.

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ADVISOR BIO

Charles William Beech is a financial advisor with over 20 years of experience in the industry. Charles has been with SPC since 2006 and has a strong track record of providing financial advice and investment management services to individuals, families, and businesses. Previously, Charles worked for Morgan Stanley DW Inc. and Wunderlich Securities, Inc.. Charles is registered with the state of Alabama, Florida, Illinois, and Wisconsin, and holds the Series 66, Series 31, Series 7, and SIE exams. Charles is committed to providing personalized financial advice and helping clients achieve their financial goals.

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