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

Jennifer B

Series 65

Spring Lake, MI

Exchange Street Capital

Jennifer Boodt is a financial advisor at Exchange Street Capital with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked for Spring Lake Public Schools for 24 years. Outside of her advisory role, she is the owner and artist of CreativeTherapy, a craft and art sales business. Exchange Street Capital provides discretionary portfolio management, financial planning, and executor/probate support to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as model portfolio services to plan sponsors. The firm emphasizes diversification and long-term trading using ETFs, mutual funds, stocks, and bonds, and offers unique probate and executor support alongside ongoing financial counseling.

user avatar
firm logo

Melanie M

Series 65, Series 66

Spring Lake, MI

Exchange Street Capital

Melanie Meyer is a financial advisor at Exchange Street Capital with 12 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked for Braeburn Wealth Management, LLC for 12 years before joining Exchange Street Capital. Exchange Street Capital provides discretionary portfolio management, financial planning, and executor/probate support to individual clients, ranging from non-high-net-worth to high-net-worth individuals, as well as model portfolio services to plan sponsors. The firm emphasizes diversification and long-term investment strategies, alongside offering unique probate and executor support services.

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”)