Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Enrique D

Series 66

Battle Creek, MI

Cetera

Enrique Domeier is a financial advisor with Cetera who holds a Series 66 designation and has one year of industry experience. His career includes roles at Allegiant Wealth Strategies, Commonwealth Financial Network, Ameriprise Financial, and GreenLeaf Trust. Outside of finance, he has worked with In the Zone Tennis Camps. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Evan H

Series 66

Battle Creek, MI

Thrivent Investment Management

Evan Hanna is a financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he worked for Discount Tire Company and Fedex. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning and recommendations across a broad range of topics without portfolio management or institutional advisory services.

Business ownership considerations
user avatar
firm logo

Brennan B

Series 66

Battle Creek, MI

Raymond James & Associates

Brennan Bennett is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2012. Outside of his advisory role, he is a partner in a seasonal fireworks business called Shock and Awe Fireworks, where he contributes to high-level company direction without compensation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide client base, including individuals, institutions, pension plans, and municipalities. The firm offers financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Mohamad H

Series 63, Series 65

Marshall, MI

Edward Jones

Mohamad Hussein is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Edward Jones in 2023, he worked at PNC Investments for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Timothy R

Series 63, Series 65

Springfield, MI

Raymond James & Associates

Timothy Reed is a financial advisor at Raymond James & Associates with 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and J.J.B. Hilliard, W.L. Lyons, LLC. He co-owns MBT Enterprises LLC, a business unrelated to investment activities. Raymond James & Associates is a large institution serving individuals, institutional clients, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Mark Y

CFP®, ChFC®, Series 63

Battle Creek, MI

Cetera

Mark Yatros is a CFP® and ChFC® with 33 years of industry experience, currently affiliated with Cetera Wealth Services, LLC. He has held prior roles at Ameriprise Financial Services, Inc., Commonwealth Financial Network, and Allegiant Wealth Strategies. Outside of his advisory work, he is involved in divorce planning through Empower Divorce Consulting, which he owns and operates. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services and access to affiliated and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
firm logo

Michael W

Series 66

Battle Creek, MI

Edward Jones

Michael Wickemeyer is a financial advisor with Edward Jones in Battle Creek, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Comerica Bank, Flagstar Bank, Huntington National Bank, and Best Buy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a national network of more than 23,000 financial advisors.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance General retirement planning Founder/Business Owner
user avatar
firm logo

Christopher M

Series 63, Series 66

Battle Creek, MI

LPL Financial

Christopher Moore is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Prior to joining LPL Financial in 2018, he worked at INVEST Financial Corporation, Wrp Investments, Inc., and SII Investments, Inc. Moore also holds an insurance agent role focusing on life, health, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Jacob V

CFP®, Series 66

Springport, MI

Cambridge Investment Research Advisors

Jacob Vanator is a financial advisor at Cambridge Investment Research Advisors with CFP® and Series 66 credentials and four years of industry experience. He also works as a tax services provider at Vanators & Associates CPA and serves on the board of Rotary of Eaton Rapids. Additionally, he is employed in education at Great Lakes Christian College. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors by offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Kenneth M

CFP®, Series 65, Series 66

Marshall, MI

Edward Jones

Kenneth Morgensai is a CFP® professional at Edward Jones with four years of industry experience. His prior roles include positions at MC Kostrzewa & Co PC, Lifeworks Advisors LLC, and Mercantile Bank of Michigan. He has also worked in various capacities at Central Michigan University, the City of Marshall Recreation Department, and Marshall Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Tina P

Series 66

Battle Creek, MI

Edward Jones

Tina Perry is a financial advisor with Edward Jones in Battle Creek, MI, holding a Series 66 credential and 18 years of industry experience. She has been with Edward Jones since 2007. 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 advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Taylor G

Series 66

Marshall, MI

Edward Jones

Taylor Gibson is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2019 and has prior experience at Western Michigan University, Chipotle Mexican Grill, Greenleaf Trust, and Kellogg Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers advisory programs with both discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Stephen J

Series 66

Battle Creek, MI

Robert Baird & Co.

Stephen Jenkins is a financial advisor at Robert Baird & Co. in Battle Creek, MI, holding a Series 66 designation with 12 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent five years at J.J.B. Hilliard, W.L. Lyons, LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves high net worth individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services that include manager-traded and model-traded strategies, tax management, and ongoing investment research supported by internal tools and strategic partnerships.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar
firm logo

Tyler G

Series 66

Battle Creek, MI

LPL Financial

Tyler Griggs is a financial advisor at LPL Financial in Battle Creek, MI, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at Kellogg Community Credit Union, LVM Capital Management, and several service and educational organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning, asset management, and retirement advice through a large network of representatives serving individuals and institutions. The firm offers a range of advisory platforms, including model portfolios and third-party management, supported by advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Kelly D

Series 66

Battle Creek, MI

Raymond James & Associates

Kelly Dishaw is a financial advisor with Raymond James & Associates in Battle Creek, MI, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Robert Baird & Co., Hilliard Lyons, and J.J.B. Hilliard, W.L. Lyons, LLC before joining Raymond James in 2019. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Jaden S

Series 66

Battle Creek, MI

Cetera

Jaden Sebring is a Series 66 licensed financial advisor with five years of industry experience. He is currently with Cetera and its related entities, having joined in 2026, following roles at Equitable Advisors, LLC, Quicken Loans, and Lyft. His background includes positions in both financial services and other sectors. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
firm logo

Katie A

Series 66

Battle Creek, MI

Edward Jones

Katie Atkinson is a financial advisor at Edward Jones in Battle Creek, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked in healthcare and hospitality roles, including positions at HCA and Firekeepers Casino and Hotel. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Business succession planning Family Business General estate planning guidance Inheritance planning Wealth management Military & Veterans Founder/Business Owner Newlywed/Engaged Young Families
user avatar
firm logo

Veronica T

Series 66

Battle Creek, MI

Ameriprise

Veronica Taylor is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Asaro Consulting. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Nathan P

Series 63, Series 65

Battle Creek, MI

Wells Fargo Clearing

Nathan Parrish is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017, following eight years at Fifth Third Securities. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
user avatar
firm logo

Seanna F

Series 66

Springfield, MI

Raymond James & Associates

Seanna Fields is a financial advisor with Raymond James & Associates in Springfield, MI, holding the Series 66 designation and bringing 18 years of industry experience. She previously worked at Wells Fargo Clearing for 10 years and J.J.B. Hilliard, W.L. Lyons, LLC for 6 years. Outside of her advisory role, she assists with checkwriting for her spouse’s business, Fields Electric, LLC. 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, utilizing multiple portfolio management styles supported by affiliated research and model managers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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”)