Overwhelmed by options?
Answer a few questions to see advisors matched to you.
1,105 advisors near
48226
within the area shown on the map
Out of 400,000+ nationwide
Maria M
Series 66
Southfield, MI
Hantz financial Services, Inc.
Maria Morabito is a financial advisor at Hantz Financial Services, Inc. with 15 years of industry experience. She holds the Series 66 designation and has been with Hantz Financial Services since 2003. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.
John B
CFP®, Series 63, Series 65
St. Clair Shores, MI
Private Advisor Group, LLC
John Broman is a CFP® professional with 27 years of industry experience, currently serving at Private Advisor Group, LLC since 2019. He has previously worked at Independent Financial Partners and LPL Financial, where he has been associated since 2002. Broman also conducts seminars focused on fixed insurance products, including long-term care insurance. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a variety of investment strategies and supports held-away account management through technology partnerships and multiple custodians.
Leri L
Series 66
Southfield, MI
Hantz financial Services, Inc.
Leri Langore is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation. Langore joined Hantz Financial Services in 2024 and has prior experience at Rocket Mortgage and Switt Home Loans. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm offers diversified, ETF-centered model portfolios, financial planning, and wealth management, along with mortgage brokerage and insurance services through affiliated agencies.
Samuel T
Series 66
Southfield, MI
Hantz financial Services, Inc.
Samuel Tomlinson is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. His background includes roles at One Magnify, Intact Insurance, and the Michigan Unemployment Insurance Agency. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and alternative investments, supported by affiliated entities offering tax, business consulting, insurance, and mortgage services.
Jeffrey K
CFP®, ChFC®, Series 63, Series 65
Southfield, MI
Hantz financial Services, Inc.
Jeffrey Kotikovsky is a CFP® and ChFC® with 22 years of industry experience. He has been with Hantz Financial Services, Inc. since 2003. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm focuses on model-driven ETF strategies and offers a range of financial planning, portfolio management, and retirement-plan advisory services, supported by affiliated banking, tax, and consulting capabilities.
Ari F
CFP®, Series 63, Series 66
Southfield, MI
Focus Partners Wealth, LLC
Ari Fischman is a Certified Financial Planner® with 23 years of industry experience currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, LLC, Lion Street Financial, and New York Life Insurance Company. He serves on the board of Hillel Day School and volunteers on the Pension and Insurance Committee for the Jewish Federation of Metro Detroit. Focus Partners Wealth serves a diverse client base, including individuals, families, corporations, retirement plans, and institutions, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment strategy with an extensive network of affiliated service providers and product offerings.
Thomas D
ChFC®, Series 63
Southfield, MI
Hantz financial Services, Inc.
Thomas Drouillard is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding the ChFC® designation and a Series 63 license, with 37 years of industry experience. He has been with Hantz Financial Services since 1998. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and fiduciary services. The firm’s investment approach includes model-driven ETF strategies, separately managed accounts, and unified managed account solutions, supported by affiliated banking, tax, consulting, insurance, and mortgage services.
Andrew W
Series 63, Series 65
Southfield, MI
Hantz financial Services, Inc.
Andrew Wingert is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Hantz Financial Services since 2008. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed and unified managed accounts, and offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated banking, tax, insurance, and mortgage businesses.
Gabriel W
Series 66
Southfield, MI
Hantz financial Services, Inc.
Gabriel Whitaker is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Rocket Mortgage and DoorDash. He also attended Michigan State University. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm emphasizes diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, and retirement plan consulting.
Mark M
Series 66
Southfield, MI
Hantz financial Services, Inc.
Mark Mc Gee is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Best Buy for five years before joining Hantz Financial Services in 2020. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors, offering diversified, ETF-centered model portfolios and a range of financial planning and wealth management services.
Michael S
Series 66
Southfield, MI
Hantz financial Services, Inc.
Michael Sherman is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and having one year of industry experience. Prior to joining Hantz Financial Services, he worked in various roles including positions at The Score Restaurant and DK Security. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors, offering diversified, ETF-focused model portfolios alongside financial planning, wealth management, and retirement consulting services.
Maram A
Series 63, Series 65
Detroit, MI
Equity Services, inc.
Maram Alaiwat is a financial advisor at Equity Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at National Life Group and New York Life. Outside of her advisory role, she serves as president of the American Lung Association Michigan Leadership Board and participates on the Finance Committee and Development Committee of Detroit Public Television & Radio. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently uses third-party asset managers, and combines long-term strategies with options for shorter-term trading and specialized instruments.
David B
CFA®, Series 63
St. Clair Shores, MI
Sequoia Financial Group, L.L.C.
David Berry is a CFA® charterholder with 22 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. He has been with the Sequoia organization in various capacities since 2016. Berry holds the position of Director of Private Client Services at Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, supported by an Investment Policy Committee, and incorporates a range of investment vehicles such as mutual funds, ETFs, individual securities, private and alternative investments.
Dean S
Series 63, Series 65
Grosse Pointe Farms, MI
Oppenheimer
Dean Smith is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co., Inc. since 1999. Smith serves as co-trustee for multiple family trusts. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and a range of investment strategies tailored to client objectives.
Matthew N
Series 65, Series 63
Southfield, MI
Hantz financial Services, Inc.
Matthew Nelson is a financial advisor with Hantz Financial Services, Inc. He holds Series 65 and Series 63 licenses and has six years of industry experience. His prior roles include positions at Hantz Tax & Business, Schmidt, Koning, Villorreal & Associates, LLC, and BDO USA, LLP. Hantz Financial Services, Inc. serves individual investors, corporate, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm focuses on diversified, ETF-centered model portfolios, asset allocation, and tax-aware implementations, while offering a range of financial planning, wealth management, and related services.
Raquel R
ChFC®, Series 63, Series 65
Southfield, MI
Hantz financial Services, Inc.
Raquel Rudder is a financial advisor at Hantz Financial Services, Inc. with 17 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Rudder has been with Hantz Financial Services since 2008. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm employs model-driven ETF strategies combined with separately managed accounts and unified managed account solutions, supported by a parent company structure that includes a state-chartered trust bank and affiliated tax, business consulting, insurance, and mortgage services.
Timothy R
Series 66
Grosse Pointe Farms, MI
FIFTH THIRD SECURITIES, Inc.
Timothy Reynolds is a Series 66-certified financial advisor at Fifth Third Securities, Inc. with 18 years of industry experience. He previously worked at Ameriprise and Comerica Securities, Inc. Outside of his role at Fifth Third, he maintains employment with Comerica. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, supporting various portfolio management approaches and a client-focused investment process.
Jack S
Series 66
Southfield, MI
Hantz financial Services, Inc.
Jack Stephens is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has been with Hantz since 2025. Prior to joining the firm, he held various roles across multiple industries, including positions at Detroit Catholic Central and Adrian College. Outside of his advisory work, he serves as an assistant coach for the Detroit Catholic Central High School rugby team. Hantz Financial Services serves a diverse client base, offering financial planning, portfolio and wealth management, retirement-plan advisory, and fiduciary services. The firm employs model-driven ETF strategies supplemented by separately managed accounts and unified managed account solutions, and it provides expanded implementation capabilities through affiliated businesses including a state-chartered trust bank and in-house tax and consulting services.
Sandra S
CFP®, Series 63, Series 65
Southfield, MI
Guardian Life
Sandra Scolari is a CFP® with 31 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. Her work history includes roles at Guardian Life Insurance and Ohio National Financial Services. She is the founder of Raise Your Game, a non-investment-related business. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and retirement planning. The firm manages approximately $15 billion in regulatory assets and supports a range of investment strategies and account-level services.
Michael L
CFP®, ChFC®, Series 63
Taylor, MI
Hantz financial Services, Inc.
Michael Lacombe is a CFP®, ChFC®, and Series 63-registered financial advisor with 39 years of industry experience. He has been with Hantz Financial Services, Inc. since 1999. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and it offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated banking, tax, and consulting businesses.
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...
1,105 advisors near
48226
within the area shown on the map
Out of 400,000+ nationwide