Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Mark D
Series 66
Ann Arbor, MI
Raymond James Financial
Mark Dunbar is a Series 66 credentialed financial advisor with nine years of industry experience, currently associated with Raymond James Financial in Ann Arbor, MI. Prior to joining Raymond James, he worked at Gulfstream Aerospace for six years. Outside of his advisory role, he owns BlauScreen LLC, an IT support company serving his branch. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides non-discretionary planning and consulting tailored to client goals, supported by various analytical tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.
Bruce D
Series 63, Series 65
Ann Arbor, MI
Raymond James Financial
Bruce Dunbar is a financial advisor with Raymond James Financial Services Advisors, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Raymond James since 2003. Outside his advisory role, he is president of Legacy Financial, his operating company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and maintains a notable affiliation with a municipal advisor to support its public finance work.
Andrew V
Series 66
Ann Arbor, MI
Raymond James Financial
Andrew Vane is a financial advisor with Raymond James Financial, holding a Series 66 designation. He has experience working at Raymond James Financial Services Advisors, Inc., Legacy Financial Inc., and Raymond James Financial Services, Inc. Outside of finance, he has engineering experience with YA Engineering Services and Donan Engineering, and previously worked at Eastern Michigan University. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charities. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools, while also supporting municipal and public finance activities and specialized advisory programs.
Zachary P
Series 66
Ann Arbor, MI
Raymond James Financial
Zachary Pachera is a financial advisor at Raymond James Financial in Ann Arbor, MI, holding a Series 66 designation with one year of industry experience. His prior roles include positions at LPL Financial LLC and Evangelista & Associates. He also worked as an educator at Skyline High School and Forsythe Middle School. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary advisory services using analytical tools and supports its clients through a large network of advisors and specialized programs.
Brent M
Series 66
Ann Arbor, MI
Raymond James Financial
Brent Martin is a Series 66-licensed financial advisor with 11 years of industry experience, currently at Raymond James Financial in Ann Arbor, MI. He spent 10 years with Edward Jones before joining Raymond James in 2025. Outside of his advisory role, he is involved with Legacy Financial, a non-investment-related business in Ann Arbor. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm provides non-discretionary financial planning and investment consulting tailored to client goals, utilizing risk profiling and advanced modeling tools.
Caroline A
Series 66
Ann Arbor, MI
Raymond James Financial
Caroline Andrews is a financial advisor with Raymond James Financial in Ann Arbor, MI, holding a Series 66 designation and seven years of industry experience. She previously worked at The Alinea Group LLC for five years before joining Raymond James in 2019. Andrews is also an officer and treasurer of Legacy Financial, a support company in Ann Arbor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses various analytical tools to support client goals, with additional capabilities in municipal and public finance advisory services.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's 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