Kendal Rojas is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, Rojas worked at TCF Bank for eight years. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations, with a significant portion of its advisory business conducted on a non-discretionary basis.

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.

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.

Matthew Rogal is Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, he focuses on aligning personal wealth strategies with the aspirations of clients and their families. Matthew has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, Investment Consultant, Financial Consultant, and Vice President Wealth Planner before assuming his current position in 2021. Prior to joining Fidelity, he worked as a Private Client Banker at J.P. Morgan Chase Private Client from 2010 to 2013. He holds a California Insurance License.

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.

Troy Nelson is a financial advisor with Ameriprise in South Lyon, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm operates with a centralized retirement-income consulting team and emphasizes the use of managed accounts and algorithmic tools to support its advisory process.

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.

Nathan Bond is a financial advisor at Ameriprise in Novi, MI, holding a Series 66 designation with two years of industry experience. His background includes roles at Grand Valley State University, Western Golf and Country Club, and Livonia Public Schools. Ameriprise offers a retirement-income planning service focused on individuals nearing 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 financial advice through a large institutional platform.

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 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 37 years of industry experience. He has been with Raymond James & Associates since 1999. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus that includes public finance and municipal work alongside its retail advisory services.

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.

Glen Walborn is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James since 2001. Outside of his advisory role, he volunteers with the Plymouth Lions Club and the St. Vincent DePaul Society. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, and municipal clients, offering tailored financial plans and institutional fiduciary solutions.

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.