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Domenico C

Series 63, Series 65

Shelby Twp, MI

OSAIC

Domenico Consiglio is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Securities America, Ohio National, Cherokee Insurance, and Champs Sports. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering advisory and brokerage services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, and is notable for its scale, complex affiliate structure, and recent consolidation activities.

Annuities Private / alternative investments
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Dorina Z

Series 66

Troy, MI

Fidelity

Dorina Ziba is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she served in various capacities at Fidelity Investments, including Planning Consultant from 2023 to 2025, Investment Consultant from 2021 to 2022, and Financial Representative from 2020 to 2021. Before joining Fidelity, she worked as a Private Banker at Credit Union One from 2019 to 2020. In her work, Dorina focuses on understanding her clients' top priorities, preferences, and values to present options that align with their unique financial goals. She aims to ensure that each client gains clarity and confidence in their overall financial plan. Outside of her professional life, Dorina enjoys spending time at the beach, cooking and baking, engaging in fitness activities, and traveling.

Wealth management
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Timothy K

Series 63, Series 65

Troy, MI

Cetera

Timothy Kopchick is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Insurance Agency. He is also the owner and sole proprietor of KCO Financial Services, which provides tax planning and preparation, and serves as president of Kopchick & Company, P.C., a CPA firm with a focus on small business accounting and tax. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services delivered through a multi-manager platform with discretionary and non-discretionary options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Gerald M

Series 66

Troy, MI

Raymond James & Associates

Gerald Mckeon is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Raymond James since 2011. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and model manager options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jennifer N

Series 63, Series 65

Troy, MI

Fidelity

Jennifer Nuechterlein is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2017. She has been with Fidelity Investments since 2007, progressing through various positions including Senior Relationship Manager, Financial Consultant, Investment Representative, Financial Representative, and Private Client Specialist. Prior to joining Fidelity, she worked as a Personal Banker at J.P. Morgan Chase Bank from 2005 to 2007 and held positions at American General Financial Services from 1998 to 2005. Jennifer's extensive experience spans wealth management, financial consulting, and client relationship management within the financial services industry. Her career reflects a consistent focus on providing clients with comprehensive financial support and navigating investment resources. Information regarding her education, credentials, personal interests, and community involvement has not been provided.

Wealth management
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Ryven E

Series 66

Troy, MI

Equitable Advisors

Ryven Ezinga is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining the firm, he studied at Michigan State University and worked in roles including with College Hunks Moving Company and a family construction business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Alvin S

Series 66

Troy, MI

Raymond James & Associates

Alvin Semma is a financial advisor with Raymond James & Associates in Troy, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2015. 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 investment consulting services through several specialized programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Zachary F

Series 66

Troy, MI

Raymond James Financial

Zachary Fairless is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Hinkson Wealth Management and LA Fitness. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports municipal and public finance 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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Michael G

Series 63, Series 65

Troy, MI

Ameriprise

Michael Galati is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses. He has one year of industry experience and has previously worked at Bank of America, Merrill Lynch, and Michigan Financial Companies. From 2018 to 2020, he was involved with Rev'd Up Fun. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning using proprietary research and a collaborative service team. The firm’s approach includes a focus on dependable income sources, tax-aware withdrawal strategies, and management within a defined investment universe connected to its affiliated product ecosystem.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jacob B

Series 66

Detroit, MI

Thrivent Investment Management

Jacob Baker is a Series 66 credentialed advisor with eight years of experience at Thrivent Investment Management. He previously worked at Cru for two years and currently serves as treasurer for the Rosedale Baseball League, a local little league organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, focusing on holistic, goal-based analyses across a broad range of planning topics without including implementation. The firm offers planning combined with managed-account programs under a consolidated billing option and does not accept discretionary trading authority for its Dedicated Planning Service.

Business ownership considerations
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Robert B

Series 63, Series 65

Grosse Pointe Park, MI

Cambridge Investment Research Advisors

Robert Burns is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and has served as an independent insurance agent as well as an agent for HR benefits through Burns Financial Services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers both discretionary and non-discretionary management via multiple platforms.

Annuities Retirement plans for business owners (SEP, solo 401k)
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James T

Series 63, Series 66

Clinton Twp, MI

Cambridge Investment Research Advisors

James Taegel is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 credentials. He has 23 years of industry experience, including prior roles at National Planning Corporation and Transamerica Financial Advisors. Taegel serves as chairman of the board of directors for The Financial Wellness Project. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Elena A

Series 63, Series 65

Troy, MI

Fidelity

Elena Ajluni is an Investment Consultant at Fidelity Investments, where she supports clients and their families throughout their financial planning journey. She collaborates with clients to establish and evaluate long-term personal and investment goals, ensuring alignment with their specific needs and retirement aspirations. Elena began her role at Fidelity Investments in 2024. Her professional focus includes providing personalized guidance to help clients feel confident with their investment planning. Outside of her professional work, Elena enjoys cooking and baking, participating in family activities, fitness, exploring food as a foodie, attending social events with friends, and reading.

Wealth management Passive / index investing
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Kevin B

Series 63, Series 66

Detroit, MI

Fidelity

Kevin Barragan is a financial advisor with Fidelity Investments in East Lansing, MI, holding Series 63 and Series 66 credentials and three years of industry experience. His career includes roles at Fidelity, Charles Schwab, Deloitte & Touche LLP, and various construction-related businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Charitable giving & philanthropy Active portfolio management
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Samantha M

Series 66

Grosse Pointe Farms, MI

Morgan Stanley

Samantha Miller is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley since 2022. Outside of her advisory role, she is involved in streaming on the entertainment platform Twitch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to guide its services.

General estate planning guidance
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Doris D

Series 63

Grosse Point Park, MI

LPL Financial

Doris Dollar Kuretich is a financial advisor with LPL Financial, holding a Series 63 designation and over 31 years of industry experience. She worked at Ameriprise for 19 years before joining LPL Financial in 2014. In addition to her advisory work, she is involved in tax preparation and accounting through separate businesses. 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 investment management services, utilizing both proprietary and third-party strategies, supported by extensive operational tools and a broad platform of non-advisory financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher M

Series 66

Clinton Township, MI

Raymond James & Associates

Christopher Marchand is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James since 2015. Raymond James & Associates, Inc. is a large 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, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Keith D

Series 63, Series 66

Dearborn, MI

J.P. Morgan Securities

Keith Dean is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a non-discretionary program.

Founder/Business Owner
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Kenneth B

Series 63, Series 66

Grosse Pointe Farms, MI

Raymond James & Associates

Kenneth Borg is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior work includes nearly three decades at Comerica Securities and three years at Ameriprise. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm provides comprehensive financial planning and consulting services, leveraging a wide range of portfolio management styles and research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael M

ChFC®, Series 63, Series 65

Troy, MI

LPL Enterprise

Michael Marshall is a ChFC® credentialed financial advisor with 36 years of industry experience, currently serving at LPL Enterprise since 2024. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC from 1990 to 2024. Outside of his advisory work, he owns and operates The Spin Doctor DJ LLC, a mobile DJ service. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, with services spanning financial planning, consulting, and insurance product sales through affiliated entities.

Tax-loss harvesting
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