Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Direct booking
Book time directly with this advisor, no back-and-forth required
Find a financial advisor
Out of 400,000+ nationwide
Mark W
Series 65
Oscoda, MI
Brookwood Financial Services
Mark Wygant is a Series 65-licensed financial advisor with Brookwood Financial Services in Oscoda, MI, where he has worked since 2023. He has 2 years of industry experience and previously worked at STS Technical Services for 11 years. Outside of his advisory role, he owns and operates an Airbnb short-term rental. Brookwood Financial Services provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a multi-method investment approach and offers discretionary portfolio management along with one-time or ongoing financial planning.
Allison M
Series 63, Series 65
Oscoda, MI
The huntington Investment company
Allison Morris is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at The Huntington Investment Company and Huntington National Bank since 2015. Outside of her advisory role, Allison is active as a fine artist, creating charcoal, ink, and acrylic abstract paintings. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform and offers specialized program options including Private Wealth Consulting, managing approximately $6.3 billion in assets across nearly 400 advisors.
Dustin C
Series 63, Series 65
Oscoda, MI
PNC Wealth Management
Dustin Clare is a financial advisor with PNC Wealth Management in Oscoda, MI, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with PNC investments since 2015. Outside of his advisory work, he serves as a finance council board member at Sacred Heart Catholic Church. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital portfolio solution for employees. The firm uses approved model strategies executed by delegates and emphasizes automated rebalancing with limited direct client interaction.
Gregory M
Series 66
East Tawas, MI
Edward Jones
Gregory Malewska is a financial advisor at Edward Jones with a Series 66 credential and one year of experience at the firm. His prior work includes roles at District Health Department No. 2 and South University. 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 variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Warren B
Series 63, Series 66
East Tawas, MI
LPL Enterprise
Warren Brewer is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns a business involved in buying and selling pool sticks. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm provides financial planning and access to model portfolios and third-party asset management programs, combining advisory services with brokerage and insurance offerings.
Joseph B
Series 63, Series 65
East Tawas, MI
Edward Jones
Joseph Bettega is a financial advisor at Edward Jones with 32 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Edward Jones since 1993. Based in East Tawas, MI, he works within one of the largest wealth management firms in the United States. Edward Jones serves more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Mark S
Series 63, Series 66
Oscoda, MI
Edward Jones
Mark Shultz is a financial advisor with Edward Jones in Oscoda, MI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he manages a real estate business, Mark II Corp, LLC, based in Harrisville, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated products through a large network of advisors and branch offices nationwide.
Mary G
CFP®, Series 66
East Tawas, MI
Edward Jones
Mary Guzak is a CFP® and Series 66 licensed financial advisor with Edward Jones in East Tawas, Michigan. She has 12 years of industry experience and has been with Edward Jones since 2013. Outside of her advisory role, she is a co-owner of real estate investment businesses in Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the U.S. with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large network of over 23,000 advisors and 15,000 branch offices.
Sheila M
Series 66
Tawas City, MI
Edward Jones
Sheila Malewska is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, she worked at AuPairCare and South University. Outside of her advisory role, she is involved with 6M Holdings LLC, a real estate holding business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a network of over 23,700 advisors. The firm offers a range of investment strategies and affiliated financial services under a fiduciary standard.
Savannah B
Series 66
East Tawas, MI
Edward Jones
Savannah Bettega Dobbs is a Series 66-registered financial advisor with Edward Jones, based in East Tawas, MI, and has nine years of industry experience. She has been with Edward Jones since 2016, with prior work experience including a role at Jackss Bar and Grill and employment at Grand Valley State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.
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...
Find a financial advisor
Out of 400,000+ nationwide