Nicole Murphy is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in financial services. She holds the Chartered Retirement Planning Counselor™ (CRPC) designation as well as the Personal Investment Advisor (PIA) certification. Nicole specializes in areas including college education planning, liquidity management, retirement income, managing new wealth, portfolio management, and socially responsible, values-based, and ESG investing. She is also focused on supporting women and wealth. Throughout her career, Nicole has gained broad expertise across various financial products and services. She plays a key role in developing customized strategies for clients and diligently implements the tactical measures that support each client’s overall financial plan. Nicole earned her High School Diploma from West Bloomfield High School. Outside of her professional responsibilities, Nicole enjoys spending time with her family, including her daughter and three grandchildren. She also has two rescue dogs and pursues interests such as cooking, hiking, traveling, watching movies, and engaging in home improvement projects.

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.

Teri Jones is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked with various Fidelity entities since 2010, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI tools in research, and its formal advisory roles to registered investment companies and fund-of-funds.

Connor Duncan is a Financial Advisor with Merrill Lynch Wealth Management, having joined the BDGSW Group in 2022. He is dedicated to assisting clients with a range of financial needs, including retirement preparation, college education planning, and guiding investors new to the industry. Connor emphasizes a disciplined and balanced approach to financial goals, focusing on client priorities and financial wellness. Connor holds FINRA Series 7, Series 63, and Series 65 registrations and the Personal Investment Advisor (PIA) designation. He graduated Cum Laude from Lake Forest College in 2020 with a bachelor's degree in finance. During his time in college, he was a student-athlete for four years and served as captain of the Men's Hockey Team for two years. Prior to joining Merrill, he gained experience as an internal wholesaler at TrueShares, an ETF boutique, and as an analyst servicing institutional investors at Tegus in Chicago. Outside of work, Connor enjoys playing hockey and golf. He has lived in several cities, including Raleigh, North Carolina; Calgary, Alberta; and Chicago, Illinois, before returning to Michigan, where he currently resides in Berkley with his fiancé Mary and their dog Rory.

Norman Jadan is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Edward Jones and previously worked at Financial Focus LLC and LPL Financial, LLC. His background includes roles at Wayne State University and DTE Energy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large nationwide network of advisors and branches and operates under a fiduciary standard.

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.

Mark Bublitz is a financial advisor with Raymond James Financial in Northville, MI, holding Series 63 and Series 65 designations and 31 years of industry experience. He is vice president and 50% partner at Center Street Wealth Strategies, a hybrid RIA practice, and also serves as president and treasurer of Mark W. Bublitz Capital. Outside of his advisory work, he is a partner in CSWS Realty LLC, which developed the office building housing his financial practice, and he is involved as an independent contractor with Melaleuca Wellness. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes non-discretionary planning and investment consulting tailored to client goals using analytical modeling tools, and it supports advisory programs through a large network of affiliated advisors.

Ciara Merriman is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Merriman has been with Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Kendal Rojas is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and previously worked at TCF Bank for eight years. Rojas has been affiliated with multiple Raymond James entities since 2021. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs while incorporating advanced analytical tools and maintaining a unique affiliation with a municipal advisor that enhances its public finance capabilities.

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.

Vanessa Wojciechowski is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 63 designation and 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based financial planning process using firm-approved methodologies.

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.

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.

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 with Ameriprise holding a Series 66 designation and has one year of industry experience. He has previously worked at Grand Valley State University, Western Golf and Country Club, and Livonia Public Schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Annette Brown is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 63 designation and bringing 29 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, and institutions.