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 O

Series 63, Series 66

Grand Rapids, MI

LPL Financial

Richard Olsen II is a financial advisor with LPL Financial in Grand Rapids, MI. He holds the Series 63 and Series 66 designations and has eight years of industry experience, including prior roles at Morgan Stanley Private Bank and NYLIFE Securities. He is also involved with Gold Sun Wealth Management, a related non-variable insurance and advisory business. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services that include financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Craig C

Series 63, Series 65

Grand Rapids, MI

LPL Financial

Craig Coughlin is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 designations and 32 years of industry experience. His prior experience includes roles at Brokers International Financial Services, Corecap Investments, Regulus Advisors, and Regal Financial Group. He serves on the board of Safari Land Company, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with diverse investment strategies, research tools, and multiple financial products.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Shaun M

Series 66

Grand Rapids, MI

LPL Financial

Shaun Mcdougall is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Bank, HSBC Securities, and Citizens Bank. Outside of his advisory work, he is a co-owner of S and R Shadetree LLC, a real estate investment business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using a range of investment strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Joanne S

CFP®, Series 63

Grand Rapids, MI

LPL Financial

Joanne Sweetman is a financial advisor at LPL Financial with one year of industry experience. She holds the CFP® and Series 63 designations. Joanne has operated Sweetman Advisory Services LLC since 2013, where she serves as President and focuses on tax, accounting, and international tax advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and participant-level retirement advice.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Craig J

Series 63, Series 65

Grand Rapids, MI

LPL Financial

Craig Johnson is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His work history includes roles at Sigma Financial Corporation, SPC, Royal Alliance Associates, INC., and Sii. Outside of his advisory work, he volunteers as a teacher with Perspectives on the World Christian Movement. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services delivered through a large network of investment adviser representatives using various portfolio strategies and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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”)