Sarah Ray is a financial advisor with Merrill, holding Series 66 and Series 63 licenses and five years of industry experience. She previously worked at Bank of America for three years and JP Morgan Securities LLC for seven years. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing 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 bringing 18 years of industry experience. He also operates Anderson Family Financial, which provides tax preparation and accounting services. 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 and model portfolio programs, supported by a broad platform of investment options and advisor tools.

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.

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.

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.

Stephen Cotero is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Huntington Investment Company, Hantz Financial Services, Infinex Investments, and Flagstar Bank. Outside of finance, he has been involved in his family’s food service business, Oscar's Sports & Grill, as a pricing analyst. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Samantha Trudell is a financial advisor with Wells Fargo Advisors in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her career includes prior roles at Raymond James & Associates and Comerica Securities. Outside of advising, she is also a Mary Kay consultant. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, supported by Wells Fargo’s research and planning tools.

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.

Robert Whitcomb is a financial advisor at LPL Financial with 32 years of industry experience. He has been with LPL Financial since 2008 and holds Series 63 and Series 66 designations. 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 provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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.