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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

50 advisors near 48131

Out of 400,000+ nationwide

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Adam M

Series 63, Series 65

Monroe, MI

River Raisin Investment Partners, Inc.

Adam Mclaughlin is a financial advisor at River Raisin Investment Partners, Inc. with 19 years of industry experience. He previously worked at LPL Financial for 10 years before joining his current firm in 2019. Outside of his advisory role, he serves as an alternate on the Monroe Charter Township Zoning Board of Appeals. River Raisin Investment Partners provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm utilizes a combination of fundamental analysis, modern portfolio theory, and technical analysis, employing a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Annuities Options & derivatives strategies Passive / index investing
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Anthony H

Series 65

Monroe, MI

Harwood Investment Strategies, L.L.C.

Anthony Harwood is a financial advisor at Harwood Investment Strategies, L.L.C. with eight years of industry experience. He has been with Harwood Investment Strategies since 2017 and holds a Series 65 designation. Prior to his advisory role, he worked at HCR-ManorCare from 2008 to 2017. Harwood Investment Strategies provides investment advisory and portfolio management services to individuals, families, trusts, estates, business entities, and non-profit organizations. The firm serves both retail clients and institutional plan sponsors, offering discretionary and non-discretionary management as well as support for employer-sponsored retirement plans, with an investment approach that combines fundamental analysis and quantitative measures along a generally long-term, value-oriented bias.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Scott B

Series 63, Series 66

Monroe, MI

River Raisin Investment Partners, Inc.

Scott Burns is a financial advisor at River Raisin Investment Partners, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Fifth Third Securities. Outside of his advisory role, Burns is an owner of PIN SEEKERS, LLC, a non-investment related business. River Raisin Investment Partners provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a range of investment strategies using ETFs, mutual funds, equities, fixed income, and other securities, with accounts reviewed regularly to align with clients’ objectives and risk tolerance.

Annuities Options & derivatives strategies Passive / index investing
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Edwin H

Series 65

Monroe, MI

Harwood Investment Strategies, L.L.C.

Edwin Harwood is a financial advisor at Harwood Investment Strategies, L.L.C. in Monroe, MI, holding a Series 65 designation with 16 years of industry experience. He has been with Harwood Investment Strategies since 2008. Harwood Investment Strategies provides investment advisory and portfolio management services to individuals, families, trusts, estates, business entities, and non-profit organizations. The firm serves both retail clients and institutional plan sponsors, employing a long-term, value-oriented investment approach that includes the use of derivatives and discretionary management for pooled vehicles such as employer-sponsored pension plans.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Christopher W

Series 63, Series 65

Temperance, MI

Structured Wealth Management, Inc.

Christopher Wilson is a financial advisor at Structured Wealth Management, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bollin Wealth Management LLC since 2019. Outside of finance, he owns a part-time mattress retail business in Fremont, Ohio. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households with account minimums around $250,000. The firm also offers tax preparation and representation through an affiliated in-house tax practice, focusing on tailored strategies, managed model portfolios, and retirement distribution planning.

Retirement income strategy General tax planning Founder/Business Owner Retired Mid-Career Professionals
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Lee H

Series 66

Dundee, MI

Fairway Investment Group, LLC

Lee Haselschwerdt is an Investment Advisor Representative at Fairway Investment Group, LLC with one year of industry experience. He holds a Series 66 designation and has worked at Paradigm Equities, Inc. and MEA Financial Services since 2024. He is also a teacher at Dundee Community Schools, a role he has held since 2002. Fairway Investment Group primarily serves individual clients associated with the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm uses a tailored investment approach based on client profiles and employs fundamental, technical, and cyclical analysis, with a focus on membership-based clients rather than high-net-worth individuals.

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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Nicholle Z

Series 66

Monroe, MI

Success Wealth Management LLC

Nicholle Zoltaszek is a financial advisor at Success Wealth Management LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including Bankers Life Advisory Services and Investment Advisors. Outside of her advisory role, she is involved with American Senior Benefits, focusing on insurance sales and services. Success Wealth Management provides discretionary investment management and financial planning primarily to individuals and high-net-worth clients. The firm uses a goal-based, Modern Portfolio Theory approach and employs third-party sub-advisors while maintaining regular portfolio reviews and rebalancing.

Wealth management
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Matthew B

ChFC®, Series 63

Tecumseh, MI

Hantz financial Services, Inc.

Matthew Babcock is a financial advisor at Hantz Financial Services, Inc. in Tecumseh, MI, holding the ChFC® and Series 63 designations with 35 years of industry experience. He has been with Hantz Financial Services since 1999. 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 unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services supported by expanded implementation capabilities and affiliated businesses.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Andrew D

Series 63, Series 65

Tecumseh, MI

Hantz financial Services, Inc.

Andrew Dowding is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hantz Financial Services since 2021. His prior experience includes roles at Alro, Quicken Loans, and Wayne State University. 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 broad range of financial planning, portfolio management, and retirement-plan advisory services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher R

Series 66

Tecumseh, MI

Hantz financial Services, Inc.

Christopher Riddick is a financial advisor at Hantz Financial Services, Inc. based in Tecumseh, MI. He holds a Series 66 designation and has experience working in various roles outside of the financial industry, including positions at Ottawa Park Golf Course, Boaters Choice, and the University of Toledo. 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 along with separately managed and unified managed account solutions, and offers expanded implementation capabilities through affiliated businesses such as a state-chartered trust bank and in-house tax and business consulting.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brady B

CFP®, ChFC®, Series 63, Series 65

Tecumseh, MI

Hantz financial Services, Inc.

Brady Burns is a CFP® and ChFC® with 19 years of industry experience, currently serving at Hantz Financial Services, Inc. since 2006. He is based in Tecumseh, MI, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Burns serves as an officer and director on the Home Owners Association Board for Garden Villas at Cherry Hill in Canton, MI. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, fiduciary, and implementation services supported by affiliated entities in banking, tax consulting, insurance, and mortgage origination.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher R

Series 63, Series 65

Monroe, MI

The huntington Investment company

Christopher Rennert is a financial advisor with The Huntington Investment Company in Monroe, MI, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Huntington since 2016 and previously worked at PNC Investments and PNC Bank during the same year. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients, managing approximately $6.3 billion in assets. The firm operates an open-architecture, model-driven platform combining third-party sub-managers and proprietary models, and offers specialized program options and overlay services including tax management and ESG overlays.

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Collin K

Series 66

Tecumseh, MI

Hantz financial Services, Inc.

Collin Korte is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, MI, holding a Series 66 designation and seven years of industry experience. He has been with the Hantz Group since 2018 and previously worked with Prep Baseball Report and Inverness Golf Club. 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 supported by affiliated tax, consulting, insurance, and mortgage businesses.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Seth L

Series 66

Monroe, MI

PNC Wealth Management

Seth Longton is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2009. Outside of his advisory role, he manages a non-investment-related rental property. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees, employing algorithm-driven portfolio strategies with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Vera J

CFP®, ChFC®, Series 66

Monroe, MI

FIFTH THIRD SECURITIES, Inc.

Vera Johnson is a CFP® and ChFC® with 25 years of experience in the financial services industry. She has worked at Fifth Third Securities, Inc. since 2017 and previously spent six years at LPL Financial. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines a bank affiliation with a municipal-advisor registration and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Douglas B

Series 65

Tecumseh, MI

Hantz financial Services, Inc.

Douglas Blasiman is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, Michigan, holding a Series 65 credential and seven years of industry experience. His prior roles include positions at Clifton Larson Allen and Wolfe LLC & Sub. Outside of advisory work, he provides consulting accounting services related to accounting manuals, closing processes, and cost accounting reports for Wolfe, LLC. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm’s investment approach emphasizes model-driven ETF strategies, supplemented by separately managed accounts and alternative investments, supported by affiliated businesses including a trust bank and in-house tax and business consulting.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Hunter J

Series 66

Tecumseh, MI

Hantz financial Services, Inc.

Hunter Johnston is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, MI. He holds a Series 66 designation and has two years of industry experience. Prior to joining Hantz Financial Services, he worked in various roles including positions in the restaurant industry and education. Outside of financial advising, Johnston is employed as a cook and bartender at Two Lakes Tavern. 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 unified managed account solutions, and it offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated entities and technology partnerships.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ryan S

Series 63, Series 66

Monroe, MI

FIFTH THIRD SECURITIES, Inc.

Ryan Sherwin is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2011, also working with Fifth Third Bank since 2008. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and a multi-layered operational structure.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Jeff G

Series 63, Series 65

Monroe, MI

The huntington Investment company

Jeff Guthrie is a financial advisor at The Huntington Investment Company with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked with various entities within the Huntington organization since 2014. The Huntington Investment Company, operating as Huntington Financial Advisors, offers advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets and utilizes an open-architecture, model-driven platform combining third-party and proprietary investment models.

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Hunter P

CFP®, Series 66

Tecumseh, MI

Hantz financial Services, Inc.

Hunter Phipps is a CFP® with nine years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. in Tecumseh, MI, where he has worked since 2016. Prior to joining Hantz, he held positions at Jimmy Johns and Adrian College. Outside of his advisory role, he is involved in a custom handmade signs business, Simply Styled Homemade Signs, contributing to production and vendor support. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs model-driven ETF strategies supplemented by separately managed accounts and provides expanded implementation capabilities through affiliated banking, tax, and consulting services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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