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Tiffany L
Series 63, Series 65
Flat Rock, MI
Primerica Advisors
Tiffany Long is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. She has one year of industry experience and previously worked at Primerica Financial Services and PFS Investments Inc. Outside of advising, she has involvement in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies managed by third-party asset managers.
Jeanette K
Series 63, Series 65
Riverview, MI
LPL Financial
Jeanette Kowal is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at DFCU Financial, CUSO Financial Services, Protective Life, ProEquities, and Sunamerica. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and technology tools to support its network of over 22,800 advisors.
Travis S
Series 63, Series 66
Livonia, MI
LPL Financial
Travis Smith is a financial advisor at LPL Financial with seven years of industry experience. He has previously worked at Ameriprise and The Huntington Investment Company, and holds Series 63 and Series 66 licenses. Outside of advising, he is also a commissioned notary in Livonia, Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary research and third-party subadvisors, supported by advanced operational tools.
Kenneth L
Series 63, Series 65
Southgate, MI
OSAIC
Kenneth Lundquist Jr. is a financial advisor at OSAIC with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Royal Alliance Associates, Sii, CCO Investment Services Corp, PNC Wealth Management, Natcity Investments, and Signator Investors. Outside of his advisory work, he is involved with Allen Wealth Strategies, where he manages smaller death benefit insurance cases and fixed annuities. OSAIC serves a diverse client base including retail investors, high-net-worth households, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and a range of managed account solutions supported by a complex affiliate network and multiple custodial and program arrangements.
Donald A
Series 66, Series 63
Allen Park, MI
Cetera
Donald Andrysiak is a financial professional with Cetera, holding Series 66 and Series 63 designations and two years of industry experience. His background includes roles at Cetera Advisors LLC and Jackson National Life Distributors, LLC. Outside of his advisory work, he was previously employed in the landscaping and golf club industries. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors utilizing a multi-manager platform with both discretionary and non-discretionary options.
Aman A
CFP®, Series 63
Garden City, MI
LPL Financial
Aman Awan is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial. He has worked at Cuso Financial Services, Lp and DFCU Financial since 2014, and previously spent two years at Fifth Third Securities, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, utilizing both discretionary and non-discretionary strategies alongside advanced operational tools.
Troy N
Series 63, Series 65
Plymouth, MI
Ameriprise
Troy Nelson is a financial advisor with Ameriprise in South Lyon, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm operates with a centralized retirement-income consulting team and emphasizes the use of managed accounts and algorithmic tools to support its advisory process.
William A
Series 63, Series 65
Detriot, MI
UBS Financial Services
William Avery Jr. is a financial advisor with UBS Financial Services in Detroit, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS Financial Services since 1996. Outside of his advisory role, he is a member of the Detroit Economic Club and volunteers with the Grosse Pointe Gryphons youth baseball team. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering investment advisory, brokerage, custody, underwriting, and capital markets solutions.
Thomas T
Series 63, Series 65
Dearborn, MI
Equitable Advisors
Thomas Tafelski is a financial advisor with Equitable Advisors in Dearborn, MI, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at AXA Advisors, LLC for 15 years. Outside of his advisory role, Tafelski is a certified NFLPA contract advisor and owner of The Detroit Sports Group/Elite Evaluators. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.
Steven J
Series 63, Series 66
Brownstown Twp, MI
J.P. Morgan Securities
Steven Johnson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework.
Erica S
Series 66
Dearborn, MI
Edward Jones
Erica Sheridan is a financial advisor at Edward Jones in Lexington, MI, holding a Series 66 designation with 19 years of industry experience. She has been with Edward Jones since 2004. Sheridan serves as a board member of the Sanilac County Community Foundation, a philanthropic organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Peter C
Series 63, Series 65, Series 66
Detroit, MI
OSAIC
Peter Cain is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63, 65, and 66 credentials and previously worked at Woodbury Financial for 18 years. Outside of his advisory role, he serves as a partner and executive vice president at Great Lakes Financial Advisors Group. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with a model-based investment approach that includes discretionary strategies, third-party managers, and portfolio optimization tools.
Peter N
CFP®, Series 63
Southgate, MI
Ameriprise
Peter Nanasi is a CFP®-certified financial advisor with Ameriprise, bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he has translated a book titled *Love and Loss: Tales from Hungary* into English and made it available through print-on-demand. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
Michael A
Series 63, Series 65
Plymouth, MI
UBS Financial Services
Michael Ajlouny is a financial advisor with UBS Financial Services in Plymouth, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.
Ernest H
CFP®, Series 63, Series 65
Plymouth, MI
Raymond James Financial
Ernest Hughes is a CFP®-credentialed financial advisor with Raymond James Financial in Plymouth, Michigan, bringing 49 years of industry experience. He has been with Raymond James Financial Services since 1999 and has served as a joint executor for his mother since 2018. Outside of advising, he owns a support company, First Financial Strategies, Inc. 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, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.
Edward S
Series 63, Series 65
Taylor, MI
LPL Enterprise
Edward Smith is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Outside of his advisory role, he serves as Rotary District Governor Nominee Designate for Rotary District 6400. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.
Norman T
Series 63, Series 66
Dearborn, MI
Edward Jones
Norman Turfe is a financial advisor at Edward Jones with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its large nationwide network of advisors and branch offices.
Marc V
Series 63, Series 65
Livonia, MI
Edward Jones
Marc Van Solkema is a financial advisor at Edward Jones with 30 years of industry experience. He has been with Edward Jones since 2011 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he owns a rental property in White Lake, Michigan, managed by a third-party company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Jennifer B
Series 66
Plymouth, MI
UBS Financial Services
Jennifer Blandford is a financial advisor with UBS Financial Services in Plymouth, Michigan, holding a Series 66 designation and 21 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she operates a personal website called TheFamilySaver.com. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.
Kim C
Series 65, Series 63
Flat Rock, MI
Primerica Advisors
Kim Crock is a financial advisor with Primerica Advisors in Flat Rock, MI, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1995. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm uses model-based investment strategies created by unaffiliated asset managers and provides advisory services through a large network of advisors.
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