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Shadia J

Series 63, Series 66

Grosse Pointe, MI

Wells Fargo Advisors

Shadia Joudi Dedecker is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with Wells Fargo Advisors and affiliated entities since 2014. Outside of her advisory role, she works as an independent consultant for Avon, selling beauty products on a limited basis. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with banking, lending, trustee services, and affiliated fund strategies.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Erin G

CFP®, Series 63, Series 65

Sterling Heights, MI

OSAIC

Erin Gunnell is a CFP® certified financial advisor with 22 years of industry experience, currently with OSAIC since 2024. She previously worked at Woodbury Financial Services INC and SII Investments Inc, and has served as a producer at Platinum Wealth Management Group since 2011, where she offers fixed insurance products. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charities through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios tailored to client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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William W

Series 66

Grosse Pointe Farms, MI

LPL Financial

William Ward is a financial advisor with LPL Financial and holds a Series 66 designation. He has three years of industry experience and previously worked at firms including Cetera Wealth Services and Pinnacle Inc. Outside of his advisory role, he provides investment advice through a separate business, Nast Financial Solutions. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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

Series 66

Troy, MI

Raymond James Financial

Steven Mc Fawn is a financial advisor with Raymond James Financial in Troy, MI, holding a Series 66 designation and 10 years of industry experience. He is also involved with McFawn Financial Holding Company, LLC, where he serves as an officer and secretary. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and features a unique affiliation with a municipal advisor to support 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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John K

Series 63, Series 66

Grosse Pointe Farms, MI

Morgan Stanley

John Kronner is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 offers financial plans supported by structured discovery and firm-approved tools.

General estate planning guidance
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Ryan R

Series 66

Troy, MI

Raymond James & Associates

Ryan Radyko is a financial advisor with Raymond James & Associates in Troy, MI, holding a Series 66 designation and bringing nine years of industry experience. He has been associated with various Raymond James entities since 2011. 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, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michele K

Series 63, Series 66

Grosse Pointe Farms, MI

Morgan Stanley

Michele Klippstein is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning and offers comprehensive wealth management services supported by advanced modeling tools.

General estate planning guidance
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Ryan N

Series 66

Troy, MI

Fidelity

Ryan Noorman is a Financial Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works closely with clients to develop customized financial plans that align with their priorities and objectives. Ryan emphasizes a collaborative approach, aiming to build long-term relationships based on trust and accountability. Ryan brings extensive experience to his current role, having worked as an Investment Consultant and Investment Solutions Representative at Fidelity Investments from 2022 to 2026. Prior to joining Fidelity, he served as a Financial Advisor at Edward Jones from 2016 to 2022. His background spans various aspects of financial advising and investment consulting. Outside of his professional work, Ryan enjoys cooking and baking, fishing, football, movies, and running.

Wealth management
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Michael E

Series 65, Series 66

Troy, MI

Raymond James & Associates

Michael Eldridge is a financial advisor at Raymond James & Associates with Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at Equitable Advisors, Voya Financial Advisors, Marlin Financial Advisors, and Merrill. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jonathan S

Series 63, Series 66

Troy, MI

Ameriprise

Jonathan Stanley is a financial advisor with Ameriprise Financial Services LLC and holds Series 63 and Series 66 designations. He has 31 years of industry experience, including 11 years at Bank of America and Merrill prior to joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Benjamin H

Series 63, Series 65

Troy, MI

Equitable Advisors

Benjamin Hudson is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses. He has 47 years of industry experience and has been with Equitable Advisors since 1999, including prior service with Axa Advisors. He is also the sole proprietor of Benjamin P. Hudson & Associates, a business operated on a very limited, uncompensated basis. Equitable Advisors serves individual clients, retirement plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to tailor investment solutions.

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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James W

Series 63, Series 65

Troy, MI

LPL Enterprise

James Wetherell is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Hantz Financial. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and various financial planning services.

Tax-loss harvesting
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Joseph B

Series 66

Troy, MI

LPL Enterprise

Joseph Buscarino is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. He previously worked at Northwestern Mutual and has also been associated with Tirami Su. In addition to his advisory role, Buscarino is involved in a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Tax-loss harvesting
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Charles T

Series 63, Series 65

Grosse Pointe Farms, MI

Raymond James & Associates

Charles Tourangeau is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He worked at Hantz Financial Services, Inc. for 22 years before joining Raymond James in 2023. He serves as a board member and secretary for Grosse Pointe Academy, a private school in Grosse Pointe Farms, MI. 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 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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Jeffrey H

CFP®, Series 63, Series 65

Sterling Heights, MI

OSAIC

Jeffrey Hoenle is a CFP® professional with 18 years of industry experience, currently serving at Osaic Wealth, Inc. since 2024. Prior to joining Osaic, he worked at Woodbury Financial Services Inc and Sii Investments, and he has also been affiliated with Platinum Wealth Management Group since 2007. Outside of his advisory role, Hoenle is involved in financial planning education as an instructor at Oakland University and holds leadership positions in several nonprofit and educational organizations related to estate planning and financial education. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, advisory services, and access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael H

Series 63, Series 66

Troy, MI

OSAIC

Michael Hass is a financial advisor at Osaic Wealth, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 registrations and previously spent 22 years at Woodbury Financial Services. Hass also presents Social Security workshops at local community centers. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a range of securities and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Graff K

Series 63, Series 65

Troy, MI

Ameriprise

Graff Kennelly is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Kennelly serves as a Marine Deputy for the Oakland County Sheriff’s Office, focusing on water and lake patrols. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, delivering customized recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and algorithmic tools to provide non-discretionary advice, primarily for clients with assets managed within Ameriprise accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Craig L

Series 63, Series 65

Grosse Pointe Woods, MI

LPL Financial

Craig Lenhard is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has been with LPL Financial since 1997. 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 provides a variety of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced operational tools.

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

CFP®, Series 66

Troy, MI

LPL Financial

Wendy Vanantwerp is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial in Troy, MI. She previously worked at the Center for Wealth Planning Advisors, Inc. from 2015 to 2017. Outside of her advisory role, she is also an artist who operates a home-based business. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by a large network of investment adviser representatives using various discretionary and non-discretionary strategies.

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

Series 66

Pleasant Ridge, MI

Ameriprise

John Garry is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. His prior experience includes roles at Summit Insurance, LaFontaine and Sons Landscaping, and Central Michigan University. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored, non-discretionary recommendations focused on dependable income and tax-aware withdrawal strategies.

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