Overwhelmed by options?
Answer a few questions to see advisors matched to you.
2,335 advisors near
48170
within the area shown on the map
Out of 400,000+ nationwide
Craig D
Series 63, Series 65
Brighton, MI
Brookstone Capital Management LLC
Craig Dembeck is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Specialized Advisors, Secure Investment Management, and J.D. Mellberg Financial, where he also operates as a licensed insurance agent in a non-investment capacity. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, including strategic asset allocation models and options-enhanced strategies, while also serving as a sub-advisor and partnering with affiliated funds and external advisors.
Matthew M
Series 65
Southfield, MI
Hantz financial Services, Inc.
Matthew Mitchell is a financial advisor at Hantz Financial Services, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Hantz Financial Services, Mitchell worked at Hantz Tax & Business and MMS - AT&T, and he also attended Northwood University. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm’s investment approach centers on ETF-based model portfolios across various risk levels, supplemented by third-party money managers and technologies such as Direct Indexing and AI-assisted data aggregation.
Tamara R
Series 66
Livonia, MI
Bankers Life Advisory Services, Inc.
Tamara Reeves is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc., bringing two years of industry experience. Her prior work includes roles at Lafayette Life Insurance and Ford Motor Company. Outside of her advisory role, she is involved in a family-owned short-term rental business and owns an LLC established for future real estate investments. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and ongoing portfolio management.
Sean K
Series 66
Canton, MI
Hantz financial Services, Inc.
Sean Klotz is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds the Series 66 designation and has a work history that includes roles at DoorDash, Olga's Kitchen, and Eastern Michigan University. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning, portfolio and wealth management primarily through ETF-based model portfolios supplemented by third-party managers, along with retirement plan consulting and brokerage, mortgage, and insurance services through affiliated entities.
Julie W
Series 66
Southfield, MI
Hantz financial Services, Inc.
Julie Wancket is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. She holds the Series 66 designation and previously worked at Rohver Corporation for six years. Hantz Financial Services, Inc. serves a diverse client base including individual, pension, charitable, corporate, and business owner clients. The firm employs ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory and broker-dealer services alongside mortgage and insurance product offerings.
Cory K
Series 63, Series 65
Brighton, MI
Planmember Securities Corporation
Cory Kuzinski is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses. He has recent experience working with the Michigan Association of Retired School Personnel on retirement planning and has served at the Michigan High School Athletic Association. Prior to his advisory role, he spent 25 years with Lake Orion Community Schools and was involved with the Yankee Air Museum. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services including seminars, personalized planning, and separation counseling.
Courtney M
Series 65
Southfield, MI
Hantz financial Services, Inc.
Courtney Mcrill is a financial advisor at Hantz Financial Services, Inc. with seven years at the firm and a total of eight years of industry experience. He holds the Series 65 designation and previously worked at MPG, Inc/American Axle for three years. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm’s investment approach primarily uses ETF-based model portfolios spanning multiple strategies and risk levels, supplemented by third-party managers and technology-enabled portfolio management tools.
Ashley H
Series 66
Ann Arbor, MI
Hantz financial Services, Inc.
Ashley Humphrey is a financial advisor at Hantz Financial Services, Inc. based in Ann Arbor, MI. She holds a Series 66 designation and has recently transitioned into the advisory field after 25 years with Dexter A&W. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios, supplemented by third-party money managers and Direct Indexing, while also providing brokerage, mortgage, and insurance services through affiliated entities.
Michael E
CFP®, Series 66
Ann Arbor, MI
&PARTNERS
Michael Eppler is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at &Partners since 2024. He previously worked for eight years at Wells Fargo Clearing. &Partners serves a broad range of individual and institutional clients, including high-net-worth individuals and retirement plans, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis and utilizes both proprietary and third-party strategies in managing client portfolios.
Christopher C
CFP®, Series 65
Plymouth, MI
Savant Wealth Management
Christopher Carlson is a CFP® and Series 65 licensed advisor with 10 years of industry experience. He has worked at Savant Wealth Management since 2021 and previously spent five years at AMDG Financial. Carlson is based in Plymouth, MI. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, financial planning, and related services through affiliated entities, employing a blend of evidence-based and actively managed investment strategies overseen by an investment committee.
Doyle M
Series 66
Farmington Hills, MI
FIFTH THIRD SECURITIES, Inc.
Doyle Mosley is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, Comerica Securities, Citizens Securities, and Morgan Stanley. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining third-party portfolio managers and direct management options.
Julie S
Series 63, Series 66
Farmington Hills, MI
FIFTH THIRD SECURITIES, Inc.
Julie Shemanski is a financial advisor with Fifth Third Securities, Inc. in Farmington Hills, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Ameriprise for three years and Comerica Securities for 22 years. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering various managed account programs and portfolio management options via Fidelity’s Managed Account Xchange platform.
Evan H
Series 66
Ann Arbor, MI
TIAA-CREF
Evan Ho is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2014. Ho serves as a volunteer board member on the Finance and Investment committees of the Luella Hannan Memorial Foundation, which aims to support seniors in Michigan. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs primarily to individuals with ties to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm combines discretionary management using model and customized portfolios with fiduciary services within a vertically integrated structure.
Pamela W
CFP®, ChFC®, Series 66
Southfield, MI
Hantz financial Services, Inc.
Pamela Wilson is a CFP® and ChFC® with 13 years of experience at Hantz Financial Services, Inc. She holds a Series 66 license and has been with the firm since 2013. Hantz Financial Services, Inc. serves a diverse range of clients including high-net-worth individuals, pension plans, charitable and corporate entities, and business owners. The firm employs ETF-based model portfolios across varying risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services within an enterprise platform.
Donald S
Series 66
Novi, MI
Private Advisor Group, LLC
Donald Slankster is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. His background includes roles at Mariner Independent Advisor Network, Strategic Wealth Advisors Group, LPL Financial, and operating Slankster Financial. Prior to entering the financial industry, he worked for over a decade at Gerber Collision & Glass. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions through proprietary and third-party platforms. Their advisory model involves fiduciary-based client engagement, utilizing a range of investment strategies and often implementing advice through third-party managers and TAMPs.
Stephen M
Series 66
Southfield, MI
Hantz financial Services, Inc.
Stephen Mc Avoy is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 credential and has one year of industry experience. Prior to joining Hantz, he worked at Jackson National Life and United Wholesale Mortgage. Hantz Financial Services, Inc. serves a diverse group of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning, portfolio and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.
Jack M
CFP®
Ann Arbor, MI
Mercer Global Advisors Inc.
Jack Mccloskey is a CFP® professional with 12 years of industry experience, currently serving at Mercer Global Advisors Inc. He previously worked at Vintage Financial Services for 11 years before joining Mercer. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts, low-cost index vehicles, and tax management strategies.
Stacy B
Series 66, Series 63
Farmington Hills, MI
FIFTH THIRD SECURITIES, Inc.
Stacy Blake is a financial advisor at Fifth Third Securities, Inc. based in Farmington Hills, MI, with 10 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Ameriprise and Comerica Securities. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional accounts, offering investment advisory and brokerage services through various program types on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is a wholly owned subsidiary of Fifth Third Bank.
Daniel F
Series 66
Southfield, MI
Hantz financial Services, Inc.
Daniel Flannery is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. He holds a Series 66 designation and previously worked at LG Electronics, Inc. from 2011 to 2017. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm focuses on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and uses a range of technology-driven investment solutions.
Arthur Z
Series 63, Series 65
Bingham Farms, MI
Focus Partners Wealth, LLC
Arthur Zaske is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at The Colony Group, LLC, InterOcean Capital Group, LLC, Arthur Zaske & Associates, LLC, and AZA Capital Management. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, tax and compliance support, and family office management. The firm employs a long-term investment approach with an enhanced open architecture that utilizes both active and passive strategies, customizing portfolios based on client risk tolerance, liquidity, and tax considerations.
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...
2,335 advisors near
48170
within the area shown on the map
Out of 400,000+ nationwide