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279 advisors near
48118
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Out of 400,000+ nationwide
Julie P
Series 66
Ann Arbor, MI
Edward Jones
Julie Pierce is a financial advisor at Edward Jones in Ann Arbor, MI, holding a Series 66 designation with three years of industry experience. Her prior work includes positions at Airflow Sciences Corporation and a 20-year tenure with YMCA of Metro Detroit. Outside of finance, she teaches water fitness and small group swim training classes at Dexter Wellness Center. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.
Eric B
Series 63, Series 66
Pinckney, MI
Cetera
Eric Barnes is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior work includes roles at Vantage Financial Group, Inc. and Cetera Wealth Services, LLC. He is also an insurance agent selling fixed life insurance and annuities. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a variety of program structures.
Christopher D
Series 63, Series 65
Dexter, MI
LPL Financial
Christopher Deruyver is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Commonwealth Financial Network for 17 years and Affinity Wealth Solutions for over two decades. He is also involved in managing a property leasing business related to his branch office space. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.
Tina G
Series 63, Series 65, Series 66
Pinckney, MI
Raymond James & Associates
Tina Grahl is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63, 65, and 66 credentials and previously worked for Charles Schwab and Charles Schwab Bank for nine years. Raymond James & Associates, Inc. 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 municipalities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships.
Kimete D
Series 66, Series 63
Ann Arbor, MI
J.P. Morgan Securities
Kimete Dalipi is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2012. Before that, she worked at JPMorgan Chase Bank in Michigan starting in 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process utilizes centralized due diligence combining quantitative and qualitative research and includes capabilities in derivatives and commodities.
Sarah E
CFP®, ChFC®, Series 63, Series 65
Pinckney, MI
Cetera
Sarah Emery is a financial advisor at Cetera with 26 years of industry experience. She holds the CFP® and ChFC® designations. Emery previously worked at LPL Financial and The State Bank, and she currently owns Emery Financial LLC, which provides financial services and tax preparation. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, model portfolios, and third-party manager selections.
Megan C
Series 66
Grass Lake, MI
Mass Mutual Investors Services
Megan Cordi Standfest is a financial advisor at Mass Mutual Investors Services with Series 66 registration and one year of industry experience. Her prior work includes roles at LPL Enterprise LLC and MassMutual Life Insurance Company. Outside of finance, she has been involved with the Clean Home Task Force since 2020. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and offers event-driven planning services including divorce and estate-settlement planning.
Larry S
Series 63, Series 65
Ann Arbor, MI
Edward Jones
Larry Skiles Jr. is a financial advisor with Edward Jones in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1997. Skiles is also involved in rental property management through his ownership and partnership in separate LLCs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Kenneth H
Series 63, Series 66
Ann Arbor, MI
Charles Schwab
Kenneth Highet is a financial advisor with Charles Schwab holding Series 63 and Series 66 designations and 40 years of industry experience. His career includes roles at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., TD Ameritrade, Wells Fargo Clearing, and Harrisdirect LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to affiliated discretionary SMAs and offers a broad range of integrated brokerage, custody, and cash-sweep services.
Emily P
Series 66
Ann Arbor, MI
Mass Mutual Investors Services
Emily Polaczyk is a financial advisor with Mass Mutual Investors Services in Ann Arbor, MI, holding a Series 66 designation and six years of industry experience. She has worked at MML Investors Services LLC and MassMutual Life Insurance Co since 2019. Outside of her financial career, she occasionally plans and coordinates weddings and takes photographs through her business, EBP Designs. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools.
Mario K
Series 63, Series 65
Saline, MI
Raymond James Financial
Mario Koje is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Raymond James, he worked at Angle Advisors and Brown, Gibbons, Lang & Company Securities, Inc. Koje is also employed as an associate at Arcadia Capital in Saline, Michigan. 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 institutions. The firm uses tailored, non-discretionary planning supported by risk profiling and analytical tools to align with client goals, and it offers a range of advisory programs and specialized services.
Ashley Y
Series 66
Ann Arbor, MI
Edward Jones
Ashley Yashin is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.
Nicholas M
CFP®, Series 65, Series 63
Ann Arbor, MI
Mass Mutual Investors Services
Nicholas Muraca is a CFP® professional with 12 years of industry experience, currently working at Mass Mutual Investors Services in Ann Arbor, MI. He has been with Mass Mutual and its affiliated life insurance company since 2014. Muraca is also a partner and financial advisor at Insight Financial Partners LLC, where he provides financial planning, retirement planning, and insurance advisory services to clients in the Ann Arbor area. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars, focusing on collaborative, goal-oriented planning engagements without discretionary investment authority.
Glen D
Series 63, Series 65
Ann Arbor, MI
Cambridge Investment Research Advisors
Glen Darmos is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes roles at Woodbury Financial Services and Berthel Fisher & Company Financial Services, along with long-term involvement at Money Source Financial Services. Outside of finance, he is engaged in coaching fastpitch softball and works at a local golf course. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.
Jeffrey M
Series 66, Series 63, Series 65
Whitmore Lake, MI
LPL Financial
Jeffrey Myslinski is a financial advisor with LPL Financial holding Series 63, 65, and 66 licenses. He has worked at LPL Financial /52 Blue Wealth since 2026 and previously operated Myslinski CPA PLLC and worked at William Molnar Roofing, Inc. outside the financial industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a wide range of advisory and brokerage services. The firm supports its advisors with various investment strategies and operational tools while overseeing substantial discretionary assets across a large advisor network.
Jason B
Series 63, Series 66
Grass Lake, MI
Edward Jones
Jason Bruneel is a financial advisor with Edward Jones in Grass Lake, MI, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Bradley B
Series 63, Series 66
Dexter, MI
Thrivent Investment Management
Bradley Biggs is a financial advisor with Thrivent Investment Management based in Dexter, MI. He holds the Series 63 and Series 66 registrations and has four years of industry experience. Prior to his current role, he worked at firms including New York Life Insurance Co and NYLIFE Securities LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning. The firm offers planning as a one-time or ongoing engagement without discretionary trading authority and emphasizes comprehensive written recommendations across various financial topics.
Daniel A
Series 63, Series 65
Ann Arbor, MI
J.P. Morgan Securities
Daniel Andreuzzi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and previously at Chase Investment Services Corp. from 2009 to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, including an ESG eligibility framework, and offers specialized capabilities in derivatives and commodities through affiliated entities.
Matthew B
Series 63, Series 66
Ann Arbor, MI
J.P. Morgan Securities
Matthew Beleski is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2010, including tenure at JPMorgan Chase Bank, N.A. since 2013. Based in Ann Arbor, MI, he serves clients within a large institutional framework. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach emphasizes written asset allocation advice, investment manager and fund selection, and customized performance reporting, supported by both quantitative and qualitative due diligence.
Harrison K
CFP®, Series 66
Ann Arbor, MI
LPL Financial
Harrison Kennard is a CFP® with 18 years of industry experience, currently with LPL Financial since 2026. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 16 years, and Edward Jones for 3 years. Kennard is also the owner of HMK & Co LLC, an advisory firm based in Ann Arbor, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutional clients. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset managers, utilizing both discretionary and non-discretionary investment strategies.
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279 advisors near
48118
within the area shown on the map
Out of 400,000+ nationwide