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Samuel O

Series 63, Series 65

Northville, MI

Raymond James Financial

Samuel Orlando is a financial advisor with Raymond James Financial in Northville, MI, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2010. Outside of his advisory role, he is the owner of Orlando Wealth Management and an associate at Center Street Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public-finance advisory work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kimberly G

Series 66

Northville, MI

Raymond James Financial

Kimberly Gagne is a financial advisor affiliated with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and with 12 years of industry experience. She has worked at Raymond James since 2016 and has also held roles at New World Financial and Center Street Wealth Strategies. Outside of advisory work, she serves as an independent contractor providing client service and paraplanning support at New World Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports implementation through its advisory programs or other providers.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Mark B

Series 63, Series 65

Northville, MI

Raymond James Financial

Mark Bublitz is a financial advisor with Raymond James Financial in Northville, MI, holding Series 63 and Series 65 designations and 31 years of industry experience. He is vice president and 50% partner at Center Street Wealth Strategies, a hybrid RIA practice, and also serves as president and treasurer of Mark W. Bublitz Capital. Outside of his advisory work, he is a partner in CSWS Realty LLC, which developed the office building housing his financial practice, and he is involved as an independent contractor with Melaleuca Wellness. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes non-discretionary planning and investment consulting tailored to client goals using analytical modeling tools, and it supports advisory programs through a large network of affiliated advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kendal R

Series 66

Northville, MI

Raymond James Financial

Kendal Rojas is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and previously worked at TCF Bank for eight years. Rojas has been affiliated with multiple Raymond James entities since 2021. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs while incorporating advanced analytical tools and maintaining a unique affiliation with a municipal advisor that enhances its public finance capabilities.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Nicholas B

CFP®, Series 63, Series 65

Northville, MI

Raymond James Financial

Nicholas Bonn is a CFP® with 23 years of experience in the financial industry and has been with Raymond James Financial since 2010. He is the owner and officer of multiple businesses, including Bonn Capital, Inc. and Center Street Wealth Strategies, and is also a partner in CSWS Realty LLC, which manages the building housing his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, leveraging analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Derek D

Series 66

Northville, MI

Raymond James Financial

Derek Du Bois is a Series 66-licensed financial advisor with Raymond James Financial, based in Northville, MI, and has four years of industry experience. His prior work includes roles at Raymond James Financial Services, Inc. and Smith and Associates (Ameriprise Financial). He has been involved as an advisor in training with Center Street Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers customized, non-discretionary planning and consulting supported by risk profiling and analytical tools, and maintains unique municipal advisory capabilities and specialized programs for employer retirement plans.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Andrew G

Series 63, Series 66

Northville, MI

Raymond James Financial

Andrew Gagne is a financial advisor with Raymond James Financial Services Advisors, Inc. in Northville, MI, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, Gagne is the owner of New World Financial and is also affiliated with Center Street Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored non-discretionary planning and employs tools such as risk profiling and probability modeling to support client goals, with a notable affiliation supporting municipal and public finance work.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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