user avatar

Michael Awwad

Advisor at MDRN Capital

Updated today

Location

Imlay City, MI

Credentials

Series 66

Industry experience

13 years

About

Michael Awwad is a financial advisor at MDRN Capital with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, PNC Investments, Huntington Financial Advisors, Cetera Investment Advisers, and Fifth Third Securities. Outside of advising, he serves as an adjunct professor teaching finance courses at Southern New Hampshire University and as an assistant chief at the Goodland Township Fire Department. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines fundamental and technical analysis with a primarily long-term investment approach, utilizing independent managers, mutual funds, ETFs, and individual securities.

Client services

Based on MDRN Capital

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on MDRN Capital

Wealth management Retirement plans for business owners (SEP, solo 401k)

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning services fixed fee from $500 to $10,000 per engagement

Percentage

$0 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.25% annually $2,500,001 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001 - $20,000,000: 0.50% annually $20,000,001+: Negotiable

Commissions

Certain advisory persons earn commissions on insurance products sold through affiliated MDRN Insurance

Other

Fee-only: Financial planning services fixed fee ranging from $500 to $10,000 per engagement; Retirement plan advisory fees range from 0.5% to 1.5% annually

Location

Imlay City, MI

Most active in

Michigan

Work history

MDRN Capital, LLC

2024 - Present (2 years)

Edward Jones

2024 - 2024 (1 year)

PNC Investments

2022 - 2024 (2 years)

Huntington Financial Advisors

2021 - 2022 (1 year)

Cetera Investment Services Llc

2020 - 2021 (1 year)

Cetera

2020 - 2021 (1 year)

GoodLand Township Fire Department

2019 - Present (7 years)

Southern New Hampshire University

2018 - Present (8 years)

Fifth Third Securities, Inc.

2018 - 2020 (2 years)

Huntington Investment Company

2016 - 2018 (2 years)

HUNTINGTON Financial Advisors

2016 - 2018 (2 years)

Investment Professionals, Inc.

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Joseph V

Series 63, Series 65

Metamora, MI

Vitale Wealth Management

Joseph Vitale is the principal of Vitale Wealth Management in Metamora, MI, with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with American Retirement Advisors, Inc. and other related entities. Outside of his advisory role, he owns and operates American Retirement Solutions, a licensed insurance agency, as well as a real estate brokerage, Trinity Realty Inc. Vitale Wealth Management provides discretionary portfolio management and financial planning services primarily to individual clients, including some high-net-worth households. The firm uses model-based investment strategies, often engaging sub-advisors or co-advisors, and conducts periodic account reviews alongside educational seminars and workshops.

General retirement planning Social Security optimization Active portfolio management
user avatar

Nicholas H

Series 66

Metamora, MI

Vitale Wealth Management

Nicholas Harajli is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. Prior to joining Hantz Financial Services in 2023, he worked at United Wholesale Mortgage and Best Buy. He holds the Series 66 designation. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers a range of financial planning, wealth management, and fiduciary services.

General retirement planning Social Security optimization Active portfolio management
user avatar

Lonnie M

Series 63, Series 65

Lapeer, MI

IP Financial Advisory Services LLC

Lonnie Mclane is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes long-term roles at Sigma Financial Corporation and ongoing involvement with Mid Thumb Insurance and Mid Thumb Financial Planning. Outside of his advisory work, he is engaged with Estate & Tax Consultants, LLC, providing trust funding, tax preparation, and mortgage reduction services. IP Financial Advisory Services primarily serves individual retail clients by offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority and a variety of analytical methods, while also referring clients to third-party investment advisors.

Business succession planning Charitable giving & philanthropy Income planning Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Mark P

Series 66

Lapeer, MI

PNC Wealth Management

Mark Prainito is a financial advisor at PNC Wealth Management with a Series 66 credential and two years of industry experience. His prior work includes positions at Bank of America, Merrill, The Huntington National Bank, and Florida Funding, LLC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Christopher B

Series 63, Series 65

Lapeer, MI

J.P. Morgan Securities

Christopher Buzzell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Comerica Securities, Cetera, Independent Bank, and PNC Bank before joining J.P. Morgan in 2021. 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 through a select group of Wealth Advisors. As part of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
user avatar

Tyson S

Series 63, Series 65

Lapeer, MI

Ameriprise

Tyson Schmidt is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Ameriprise since 2025 and concurrently serves as Vice President of Financial Services at ChoiceOne Bank in Lapeer, MI. His prior experience includes roles at Lapeer County Bank & Trust Co./ChoiceOne Bank, Osaic Institutions, Inc., and Thrivent Financial for Lutherans. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")