Direct booking
Book time directly with this advisor, no back-and-forth required
8 advisors near 48723
Out of 400,000+ nationwide
Matthew K
Series 63, Series 65, Series 66
Vassar, MI
Centaurus Financial, Inc.
Matthew Koch is a financial advisor at Centaurus Financial, Inc. with 38 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Centaurus Financial since 2001. Outside of his advisory role, Koch serves as a Tuscola County Commissioner and is involved with AFLAC providing cancer, hospitalization, and sickness policies. Centaurus Financial, Inc. offers advisory services through a network of independent representatives to individuals, families, businesses, and institutions. The firm provides financial planning, investment management, access to third-party money managers, and retirement-plan advisory services.
Nicholas B
Series 66
Caro, MI
OSAIC
Nicholas Bliss is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and Questar Asset Management. He is also co-owner of N.P.B Investments, a rental property business. OSAIC Wealth, Inc. is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies and platforms to deliver advisory and brokerage services through a large network of financial advisors.
Monica C
Series 66
Caro, MI
Edward Jones
Monica Cronin is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021, with prior experience at Northpointe OBGYN. Outside of her advisory role, she manages Happy Stance Ranch, a hobby farm where alpacas are raised and their fiber is processed into yarn for local knitters. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.
Andrew B
Series 63, Series 65
Caro, MI
Thrivent Investment Management
Andrew Booms is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, Booms worked in professional sports catering and communications. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed written recommendations on a variety of financial planning topics without portfolio management or discretionary trading authority. The firm supports ongoing planning relationships and integrates planning with managed accounts under a consolidated billing option.
Barry C
Series 66
Caro, MI
Edward Jones
Barry Cronin is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment solutions, supported by a large nationwide network of advisors and branch offices.
William L
Series 66
Caro, MI
Ameriprise
William Lackowski is a financial advisor with Ameriprise who holds a Series 66 designation and has 17 years of industry experience. He has been with Ameriprise and its related entities since 2007. Outside of his advisory role, he owns and operates WJL Enterprises Inc., a business formed for cash flow and accounting purposes. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.
Jonathan C
CFP®, Series 66
Caro, MI
Edward Jones
Jonathan Cummings is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he worked at ELGA Credit Union from 2013 to 2016. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide. The firm provides discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and overlay tax-efficient services under a fiduciary standard.
Timothy L
Series 63, Series 66
Caro, MI
Cetera
Timothy Lyons Jr. is a financial advisor at Cetera with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Cetera since 2011. Outside of his advisory role, Lyons coaches basketball at Kingston Community Schools. Cetera serves a wide range of clients, including individual, high-net-worth, institutional, and retirement-plan investors, offering portfolio management, financial planning, and fiduciary solutions through a large network of independent advisors.
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.
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")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
8 advisors near 48723
Out of 400,000+ nationwide