Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Mark B
Series 66
Birmingham, MI
Raymond James & Associates
Mark Beck is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities, Inc. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and public entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.
Stuart M
CFP®, Series 63, Series 65
Birmingham, MI
Raymond James & Associates
Stuart Mccormick is a CFP®-designated financial advisor with Raymond James & Associates, based in Birmingham, MI, with 27 years of industry experience. He has been with Raymond James & Associates for 23 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.
David B
Series 66
Birmingham, MI
Raymond James & Associates
David Blake is a Series 66-credentialed financial advisor with Raymond James & Associates in Birmingham, MI, where he has worked for eight years. Prior to joining Raymond James, he spent four years with Blakes Orchard & Cider Mill. Outside of his advisory role, he is a partner in Top of The Hill Cottage, LLC, a rental real estate business managed primarily by his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting, drawing on a wide range of portfolio management styles and affiliated research.
Matthew N
Series 63, Series 65
Birmingham, MI
Raymond James & Associates
Matthew Najarian is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Raymond James in 2023, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a variety of portfolio management strategies and affiliated research.
Bryan C
Series 63, Series 65
Birmingham, MI
Raymond James & Associates
Bryan Casebere is a financial advisor at Raymond James & Associates with 22 years of industry experience. He has held roles at Raymond James since 2018 and previously worked at J.P. Morgan Securities for six years. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering tailored financial planning and consulting services with a range of portfolio management styles and affiliated research resources.
Gregory S
Series 66
Birmingham, MI
Raymond James & Associates
Gregory Schink is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 18 years of industry experience. He has previously worked at Bank of America, Merrill, and has been affiliated with Village Park since 2010. Since 2023, Schink has also served as an adjunct professor at Indiana University’s Kelly School of Business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Paul S
Series 63, Series 66
Birmingham, MI
Raymond James & Associates
Paul Scott is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. His prior roles include positions at Ameriprise, Comerica Bank, and Comerica Securities. Outside of finance, he is a partner and limited operations manager in a spa business, S.P.A. LLC. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.
John P
Series 63, Series 65
Birmingham, MI
Raymond James & Associates
John Peters is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Raymond James & Associates since 1999. Peters serves as a member of the Finance Committee at Birmingham Country Club, where he advises on managing cash and borrowing strategies. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, drawing on multiple portfolio management styles and affiliated research to support tailored client strategies.
Richard T
Series 63, Series 65
Birmingham, MI
Raymond James & Associates
Richard Tropea is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Raymond James & Associates since 1999. Outside of his advisory role, he serves as Chairman of the Board for the Birmingham Bloomfield Symphony Orchestra. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.
Howard M
Series 63, Series 65
Birmingham, MI
Raymond James & Associates
Howard Margolis is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, City National Bank, RBC Capital Markets, Clarfeld Financial Advisors, and Citizens Securities. He serves as a board member for St. Joseph's Helpers, a nonprofit focused on providing basic home maintenance and repairs to those in need. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by extensive research and a range of portfolio management styles.
Dawson C
Series 66
Birmingham, MI
Raymond James & Associates
Dawson Carpenter is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and previously worked at Pruco Securities LLC and The Prudential Insurance Company of America. Outside of his advisory role, he serves as a youth music director at The Apostolic Church of Auburn Hills. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.
Connor B
Series 66
Birmingham, MI
Raymond James & Associates
Connor Brannagan is a financial advisor with Raymond James & Associates in Birmingham, MI, holding a Series 66 license and three years of industry experience. Prior to joining Raymond James, he worked at EOTECH INC and has served as a Marine Corps Reservist since 2017. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Tyler W
Series 66
Birmingham, MI
Raymond James & Associates
Tyler Wujczyk is a financial advisor with Raymond James & Associates in Birmingham, MI, holding a Series 66 designation and two years of industry experience. His prior work includes a role at Renee Starr State Farm and time as a full-time college student. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by extensive research and a range of portfolio management styles.
Aaron P
CFP®, ChFC®, Series 63, Series 66
Birmingham, MI
Raymond James & Associates
Aaron Parchem is a financial advisor with Raymond James & Associates in Birmingham, MI. He holds the CFP® and ChFC® designations and has 16 years of industry experience. Prior to joining Raymond James in 2026, he worked at Ameriprise and Comerica Securities. He serves as a board member of the US Figure Skating Endowment Committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.
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.
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”)
Finding advisors...
Find a financial advisor
Based on your filters