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.

William Avery Jr. is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS since 1996. Outside of his advisory role, he is a member of the Detroit Economic Club and volunteers with a youth baseball team, the Grosse Pointe Gryphons. 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 uses proprietary research and model-based asset allocations to tailor client plans.

Jasmine Sandusky is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and previously worked at Beaumont. Outside of her advisory role, she is a content creator on YouTube. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Peter Tenuta is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in 1997 advising families, corporate retirement plan sponsors, and plan participants in the 401(k) market at Morgan Stanley Smith Barney. Since joining Merrill Lynch in 2012, Peter has worked closely with select individuals, families, and corporations, providing comprehensive financial advice and guidance. As a qualified Portfolio Manager, Peter offers personalized services that include building and managing investment strategies, which may be managed on a discretionary basis through the firm’s Investment Advisory Program. His client focus areas include personal retirement planning, portfolio management services, tax minimization, and retirement income. Peter holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Peter earned his Bachelor of Business Administration with a Major in Finance from Central Michigan University. A lifelong resident of Southeast Michigan, he is married with two sons. Peter participates in community organizations and spends personal time enjoying biking, boating, camping, cooking, fishing, ice hockey, music, running, soccer, and family activities.

Thomas Tafelski is a financial advisor with Equitable Advisors in Dearborn, MI, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors. Outside of his advisory role, he is the owner of The Detroit Sports Group/Elite Evaluators and a certified NFLPA contract advisor. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor financial solutions based on client goals, risk tolerance, and time horizons.

Steven Johnson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank NA since 2008. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Joseph Petrovich is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. He holds a Series 66 designation and has worked since 2015 with Michigan Financial Companies, where he currently serves as Director of Advisor Services. Petrovich is also involved in processing client paperwork through a sole proprietorship. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

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 with Osaic, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Osaic, he has worked at Michigan Financial Companies and has a background that includes positions in education and entrepreneurship. He has experience operating a juice bar and has worked in construction-related roles. 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 investment advisory services through a large network of affiliated advisers, utilizing asset-allocation tools and third-party platforms to offer a range of investment solutions.

Akiko Cox is a financial advisor with OSAIC, holding a Series 66 designation and bringing nine years of industry experience. She previously worked at Royal Alliance Associates, Inc. and SII. Cox is a member of the Japanese Business Society of Detroit. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services through an extensive network of affiliated advisers and multiple advisory platforms. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary accounts with a variety of investment options.

Christina Mick is a financial advisor with OSAIC based in Southfield, MI, holding Series 63 and Series 66 licenses with 16 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors Inc. from 2010 to 2018. Outside of her advisory role, she serves as Office Manager at Dunleavy Wealth Management, overseeing staff operations and client account management. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm offers a range of brokerage and advisory services, employing asset-allocation tools and portfolio management options that incorporate stocks, bonds, mutual funds, ETFs, and alternative investments.

David Long Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Cory Essenburg is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2013. He holds Series 63 and Series 65 licenses and is based in Grosse Pointe, MI. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jared Weinerman is a financial advisor with Osaic Wealth, Inc. in Southfield, Michigan, holding the ChFC® designation and Series 66 license with eight years of industry experience. He has worked at Osaic since 2025 and previously held roles at Lincoln Financial Advisors Corporation, Shallcross Financial Planning, and Productive Edge, LLC. Outside of Osaic, he is involved with Impact Financial Planning, LLC, where he manages business operations and provides financial planning and investment advisory services. Osaic Wealth, Inc. serves a diverse range of clients including individual investors, institutions, and charitable organizations through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party managed-account solutions to construct portfolios across various asset classes.

Jacob Neu is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at the University of Detroit Mercy from 2013 to 2018. 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 under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Peter Cain is a financial advisor at OSAIC with 42 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining OSAIC in 2024, Cain spent 18 years at Woodbury Financial. He is also involved as a partner and executive vice president at Great Lakes Financial Advisors Group, where he works on financial issues and supports company representatives. OSAIC serves a diverse range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various investment platforms and tools to construct portfolios tailored to client needs.

Joseph Michael is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, J. Michael Investments, and J.P. Morgan Securities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through Corporate Financial Planning agreements.

Lisa Hachigian is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing Services since 2017, joining Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses Wells Fargo research and tools to develop tailored recommendations.

Kyle Hecht is a financial advisor with Charles Schwab in Grosse Pointe, MI, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Michigan Educational Credit Union, LPL Financial, TD Ameritrade, and E*TRADE. Outside of advisory work, Hecht and his wife are involved in passive real estate investments and serve on their homeowners association board. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by Schwab’s research and alternative investment due diligence.

Robert Reaume is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved with Doeren Mayhew Insurance Group, where he heads the life insurance division and works in employee benefits and business development. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing research from internal and external sources and employing both discretionary and non-discretionary management strategies.