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

John B

Series 65, Series 66

Southfield, MI

OSAIC

John Bussa is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked for Lincoln Financial Advisors for 24 years. Outside of advisory services, he owns a consulting business operated through BFP Media, LLC. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and both discretionary and advisor-managed strategies.

Annuities Private / alternative investments
user avatar
firm logo

Joseph W

Series 66

Southfield, MI

OSAIC

Joseph Wanczyk is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 10 years before joining OSAIC in 2025. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and the use of discretionary and third-party strategies.

Annuities Private / alternative investments
user avatar
firm logo

Danielle W

Series 66

Southfield, MI

OSAIC

Danielle Workman is a financial advisor at Osaic Wealth with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Lincoln Financial Advisors, Fifth Third Bank, Fifth Third Securities, and Morgan Stanley. She serves as a board member of the German Professional Women's Association, where she plans events and manages membership activities. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach with portfolio optimization tools and supports a variety of client-directed and third-party managed strategies.

Annuities Private / alternative investments
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”)