John Massoglia is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 34 years of industry experience. He has been with LPL Financial since 2011. In addition to advisory services, he is involved in tax preparation, accounting, and bookkeeping through Massoglia Tax Services and provides non-variable insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing various model portfolios and research resources.

Brent Richards is a financial advisor at LPL Financial with 26 years of industry experience. He has been with LPL Financial and Independent Financial Advisors since 2012. Richards holds Series 63 and Series 66 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Lucas Chase is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 10 years of industry experience. He worked at Charles Schwab and Schwab Private Client Investment Advisory, Inc. from 2014 to 2024 before joining Raymond James in 2024. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools and supports advisory programs with a broad network of advisors.

Deborah Dilloway is a financial advisor at Raymond James & Associates in Farmington Hills, MI, holding a Series 66 designation and with 20 years of industry experience. She worked at UBS Financial Services for 15 years before joining Raymond James in 2026. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide network of advisers.

Travis Smith is a financial advisor with LPL Financial in Livonia, MI, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Ameriprise and The Huntington Investment Company. In addition to his advisory role, he is a commissioned notary in his local community. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and a variety of management approaches.

Cole Misuraca is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Ceros Financial Services, Flexible Plan Investments, and Equitable Advisors LLC. Outside of finance, he works part-time in event serving at Zuccaro's Banquets and Catering. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm’s approach includes periodic reviews and the option to combine planning with managed accounts under a consolidated billing program.

Thomas Cornfield is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His prior work includes sixteen years at Metlife Securities, Inc. He is also an artist. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Tiffany Tufenkjian is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has previously worked at JPMORGAN Chase Bank, Eca Science Kit Services, Bateel, Coldstone Creamery, and The Gold Smith Gallery. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Kenneth Lundquist Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously held roles at Sii and Cco Investment Services Corp. Outside of his advisory work, he is involved as an agent with Allen Wealth Strategies, focusing on smaller death benefit insurance cases and fixed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party investment solutions to manage portfolios across a broad range of securities.

Stacy Cataldo is a Series 66-licensed financial advisor with Morgan Stanley in Farmington Hills, MI, having joined the firm in 2024. She has one year of industry experience and spent 17 years at Walsh College of Accountancy & Business Administration prior to entering the financial advisory field. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools but generally does not include individual security recommendations unless separately engaged.

Donald Andrysiak is a financial professional at Cetera with Series 63 and Series 66 credentials and one year of industry experience. He has worked at Cetera and related entities since 2020, and previously held positions outside of finance, including roles in landscaping and golf club management. He is also associated with Economic Financial Services, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services with various program structures and custodial relationships.

Sandra Buhay is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Fidelity Investments, E*TRADE, TD Ameritrade, and Scottrade. Her current tenure at Morgan Stanley began in 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm uses structured planning tools and models to support financial planning, managing approximately $2.74 trillion in client assets.

Christopher Barrett is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides a goals-based approach to wealth management, focusing on holistic and comprehensive financial guidance that extends beyond portfolio management. His expertise includes investment consulting for defined contribution plans, personal retirement planning, managing new wealth, college education planning, divorce transition planning, and small business strategies. In addition to serving individual clients, he manages the retirement plan business, mergers and acquisitions activities, and commercial banking relationships for his team. Barrett holds several professional designations, including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from the University of Michigan and graduated from Grand Rapids City High-Middle School. Before joining Merrill Lynch in 2008, he spent 11 years in commercial banking working with middle-market business owners. He serves as a director on the boards of the Association for Corporate Growth and Crime Stoppers of Michigan and is involved with Haven of Oakland County. Outside of his professional life, Barrett enjoys cooking, golfing, music, traveling, and spending time with his family. He resides in Commerce Township with his wife and two daughters.

Sarah Ray is a financial advisor at Merrill with five years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Bank of America and JP Morgan Securities LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Anderson is a financial advisor with LPL Financial in Farmington Hills, MI, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at LPL Financial since 2025 and has operated Anderson Family Financial since 2005. Anderson also provides tax preparation and accounting services through his business. LPL Financial serves individual clients, retirement plans, institutions, and charitable organizations nationwide, offering financial planning, various advisory programs, and brokerage services. The firm supports both discretionary and non-discretionary management and provides access to model portfolios and research from multiple sources.

Michael Vaughn is a financial advisor with Stifel in Grosse Pointe, MI, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Aman Awan is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial since 2025. He has also worked with CUSO Financial Services, Lp and DFCU Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

Christopher Jaggi is a financial advisor with Ameriprise in Northville, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in managing a family hunting lodge and oversees bookkeeping and administrative tasks for several family-owned business entities. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver written recommendation reports through a centralized consulting team, emphasizing solutions that include Ameriprise Managed Accounts.

Julie Bozich is a financial advisor with Morgan Stanley Smith Barney LLC, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services ranging from direct individual plans to corporate financial planning agreements.

Amanda Bussa is a financial advisor at Osaic with 25 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 24 years. Outside of her advisory role, she serves as treasurer for the Marian Mothers' Club, which supports activities at Marian High School, an all-girls private school. Osaic Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party platforms to construct diversified portfolios tailored to client needs.