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.

Dicran Haidostian is a CFP® and ChFC® with 39 years of industry experience. He is affiliated with LPL Financial and has been operating Future Benefits Planning Corp. since 2003, where he also provides fixed insurance products and group medical, dental, life, and disability coverage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, retirement plan consulting, and brokerage services supported by research and multiple portfolio management options.

Adam Whitfield is a financial advisor at Edward Jones in Novi, MI, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent six years at Quicken Loans. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, providing various advisory strategies and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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.

Paul Benson Jr. is a financial advisor with Raymond James & Associates in Plymouth, MI, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Raymond James & Associates since 1999. 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, pension plans, charitable organizations, and municipal entities, offering financial planning and advisory services that emphasize tailored, non-discretionary investment consulting supported by extensive research and a variety of portfolio management strategies.

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 18 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 investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Glen Walborn is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2001. Outside of his advisory role, he volunteers with the Plymouth Lions Club and the St. Vincent DePaul Society. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutional plans, and municipal entities. The firm offers financial planning and consulting services through a variety of portfolio management styles and supports its advisors with extensive research and model management options.

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.

Gianna Cuda is a CFP® with 27 years of industry experience, currently serving as an advisor at LPL Financial since 2012. She holds Series 63 and Series 65 registrations. 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 provides a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

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.

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.

Keaton Hirsch is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has worked at firms including TD Ameritrade and Capstone Partners. Hirsch has also been affiliated with Charles Schwab Bank and Charles Schwab since 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

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.

Matthew Van Hekken is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Fidelity Investments, The Huntington Investment Company, and Cetera. He is based in Novi, Michigan. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

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.

Diana Reid is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she serves as the primary contact for affluent investors and their families, providing support tailored to individual needs and preferences. She has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Central Relationship Manager, Relationship Manager, Senior Relationship Manager, and Planning Consultant before assuming her current role in 2022.