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.

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.

Jasmine Sandusky is a financial advisor with LPL Financial in Livonia, MI, holding a Series 66 designation and four years of industry experience. She previously worked at Beaumont and has maintained a presence at LPL Financial since 2018. Outside of her advisory role, she creates content for a YouTube channel unrelated to investment topics. 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 services, including access to model portfolios, third-party asset management, and institutional platforms.

Jason Coldicott is a financial advisor with Ameriprise in Novi, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entity since 2015. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, emphasizing managed accounts within its platform.

Peter Tenuta is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he works with individuals, families, and corporations to understand their financial situations and develop personalized wealth management strategies. Since beginning his career in 1997 at Morgan Stanley Smith Barney advising families and corporate retirement plan sponsors, Peter has focused on areas including personal retirement planning, portfolio management services, tax minimization, and retirement income. Peter is a qualified Portfolio Manager who can manage discretionary investment strategies incorporating individual stocks, bonds, model portfolios, and third-party strategies. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He received his Bachelor's Degree in Business Administration with a major in Finance from Central Michigan University. A lifelong resident of Southeast Michigan, Peter is married and has two sons. He participates in community volunteer activities and enjoys personal interests such as biking, boating, camping, cooking, fishing, ice hockey, music, running, soccer, and spending time with his family.

Dicran Haidostian is a financial advisor with LPL Financial in Bingham Farms, MI, holding the CFP® and ChFC® designations and possessing 40 years of industry experience. He has been with LPL Financial since 2003 and concurrently operated Future Benefits Planning Corporation, which provides fixed insurance products and group medical, dental, life, and disability coverage. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with a range of investment strategies and operational tools.

Andrew Biskup is a Financial Consultant currently working with Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Financial Advisor at UBS Financial Services, Inc. from 2022 to 2025. In his professional capacity, Andrew focuses on helping clients identify their financial needs and develop purposeful strategies to meet their goals. His approach centers on removing financial barriers to enable clients to use their time more effectively and meaningfully. Andrew collaborates closely with individuals and families to design and implement strategies with clarity and confidence. Outside of his professional activities, he enjoys fitness, social events with friends, golf, hiking, music, and outdoor adventures.

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 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.

Joseph Petrovich is a financial advisor at Osaic Wealth with four years of industry experience. He holds a Series 66 designation and previously worked at Michigan Financial Companies for six years before joining Osaic. Outside of his advisory role, he serves as Director of Advisor Services at Michigan Financial Companies, providing firm-wide support and compliance training to advisors and staff. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, Unified Managed Accounts, and retirement consulting. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and discretionary management options supported by a range of tools and third-party programs.

Gianna Cuda is a CFP®-credentialed financial advisor with 27 years of industry experience, currently with LPL Financial since 2010. She operates out of Bingham Farms, MI. In addition to her advisory role, she dedicates time to Future Benefits Corporation, an entity related to her LPL 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of over 22,800 advisors.

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.

Evan Mackavich is a financial advisor at Osaic with a Series 66 credential and less than one year of industry experience. His background includes roles at Michigan Financial Companies and various positions outside finance, including involvement in the food and construction industries. Osaic Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, with a large-scale platform supported by a complex affiliate network and private-equity ownership.

Michael Ralston is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2019, progressing through roles from Intern to Financial Representative, Investment Consultant, and Planning Consultant before his current role. Michael partners with clients to understand their financial objectives and develop customized plans tailored to their unique needs. He emphasizes building strong relationships with families based on trust, reliability, and consistent communication.

Akiko Cox is a financial advisor with Osaic and holds a Series 66 credential. She has 10 years of industry experience, including roles at Royal Alliance Associates, Inc., where she has worked since 2018, and SII from 2016 to 2018. Cox is a member of the Japanese Business Society of Detroit. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including financial planning, advisor-managed portfolios, third-party money manager programs, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance questionnaires, efficient frontier analysis, and rebalancing tools.

Christina Mick is a financial advisor at OSAIC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Royal Alliance Associates, Inc. and Signator Investors Inc. In addition to her advisory role, she manages office operations and client support for Dunleavy Wealth Management as a sole proprietor. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering brokerage and advisory services through various platforms. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with a range of investment strategies and third-party manager options.

David Long Jr. is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Farmington Hills, MI. He has 20 years of industry experience, including roles at Merrill from 2006 to 2009 and Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Cory Essenburg is a CFP®-certified financial advisor with 25 years of industry experience. He has been with J.P. Morgan Securities since 2013. 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 within a non-discretionary advisory framework.

Jared Weinerman is a financial advisor at Osaic Wealth with eight years of industry experience. He holds the ChFC® and Series 66 credentials and has previously worked at Lincoln Financial Advisors Corporation and Shallcross Financial Planning. Outside of his advisory role, he manages Impact Financial Planning, LLC, where he oversees business operations including financial planning, investment advisory, and team management. Osaic Wealth serves a diverse client base, including individual investors, retirement plan participants, charities, and corporate clients. The firm utilizes a model-based investment approach emphasizing asset allocation and portfolio optimization, offering a broad range of brokerage and advisory services through a multi-advisor platform.