Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Richard C

Series 63, Series 65

Troy, MI

EPI Financial Group

Richard Crandall is a financial advisor with EPI Financial Group in Troy, MI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has held roles at several related entities, including as owner and president of Crandalling, Inc., an insurance sales and services business. Crandall also serves as an independent insurance agent with EPI Protection, LLC. EPI Financial Group provides investment advisory and financial planning services primarily to non-high-net-worth individual households, charitable organizations, and business entities. The firm utilizes a sub-adviser platform for discretionary portfolio management and offers ongoing financial planning without a separate planning fee.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy General estate planning guidance
user avatar
firm logo

Shane K

Series 66

Troy, MI

EPI Financial Group

Shane Kinney is a financial advisor at EPI Financial Group with a Series 66 designation and two years of industry experience. His prior roles include work at Hantz Financial Services and operating an entertainment business, Beyond the Score, where he creates and produces content for a monetized YouTube channel. He is also involved with EPI Protection, LLC as an insurance agent. EPI Financial Group provides investment advisory and financial planning services primarily to non-high-net-worth individual households, charitable organizations, and business entities. The firm uses a sub-adviser platform for discretionary portfolio management and offers ongoing financial planning without a planning fee, integrating insurance services through its affiliated insurance agents.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy General estate planning guidance
user avatar
firm logo

Ryan R

Series 63, Series 65

Troy, MI

EPI Financial Group

Ryan Riker is a financial advisor with EPI Financial Group in Troy, MI. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Alliance Benefit Group of Michigan. He is also involved with EPI Protection, LLC, where he spends a significant portion of his time engaged in insurance sales and services. EPI Financial Group serves individuals, charitable organizations, and business entities, focusing on non-high-net-worth households. The firm provides discretionary portfolio management through a sub-adviser platform, ongoing financial planning without a planning fee, and employs a methodology combining fundamental and technical analysis.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy General estate planning guidance
user avatar
firm logo

Justin H

Series 65

Troy, MI

EPI Financial Group

Justin Hathaway is a financial advisor with EPI Financial Group in Troy, MI, holding a Series 65 credential and five years of industry experience. Prior to joining EPI Financial Group, he worked at Bill Marsh and AT&T. Outside of his advisory role, he owns and operates Not Another TCG LLC, a business involved in buying and selling antiques and collectibles. EPI Financial Group provides investment advisory and financial planning services primarily to non-high-net-worth individual households, charitable organizations, and business entities. The firm employs a sub-adviser platform for discretionary portfolio management and offers financial planning without a separate planning fee.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy General estate planning guidance
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

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)