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

Hans H

Series 65, Series 63

Clinton Twp, MI

Tlg Advisors, Inc.

Hans Hegge is a financial advisor with TLG Advisors, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. His previous work includes roles at The Leaders Group Inc, K1 Strategies, Wedding Venue Crashers, Inc., LoopingBack, Inc., Flexera Software, and Raymond James. He also assists with bookkeeping and invoicing for a wedding venue business operated by his spouse. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm provides investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
user avatar
firm logo

Katherine M

Series 66

Clinton Township, MI

FIFTH THIRD SECURITIES, Inc.

Katherine Mc Connaughy is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 credential and four years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2026, she worked at JPMorgan Chase Bank and JPMorgan Securities from 2023 to 2026, and at Bank of America and Merrill from 2019 to 2023. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple program types on the Passageway Managed Account Platform.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
user avatar
firm logo

Anthony M

Series 63, Series 65

Mt. Clemens, MI

FIFTH THIRD SECURITIES, Inc.

Anthony Monastero is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Fifth Third Securities since 2015 and has a broader affiliation with Fifth Third Bank dating back to 2011. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
user avatar
firm logo

Samuel L

Series 66

Clinton Township, MI

Hantz financial Services, Inc.

Samuel Lasher is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI. He holds the Series 66 designation and has been with Hantz Financial Services since 2025. Prior to joining the firm, he worked at Isabella Bank for 16 years and has experience in various roles including positions at Northwood University and the Gerstacker Foundation. 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, supported by affiliated tax, business consulting, and retirement-plan services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Jovo D

Series 63, Series 65

Sterling Heights, MI

Oppenheimer

Jovo Djurovski is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co., Inc. since 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment strategies tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
user avatar
firm logo

Jerald R

Series 63, Series 65

Clinton Township, MI

First Command Advisory Services

Jerald Rushing is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He has less than one year of industry experience and previously worked in building and renovation businesses as well as for the U.S. Department of Veterans Affairs. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specific focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios managed by a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Santo B

Series 63, Series 66

Clinton Township, MI

Citizens securities, Inc.

Santo Blumke is a financial advisor at Citizens Securities, Inc. in Clinton Township, MI, holding Series 63 and Series 66 licenses with 29 years of industry experience. His prior roles include positions at Fifth Third Securities, The Huntington Investment Company, and multiple firms within the HD Vest network. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital advisory portfolios and managed account programs, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Tax-loss harvesting Passive / index investing
user avatar
firm logo

Thomas J

Series 63, Series 66

Clinton Township, MI

Commonwealth Financial Network

Thomas Janicki is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been associated with Lexington Financial and Commonwealth Financial Network since 2001. Outside of his advisory work, he owns and operates Janicki Tree Farm, a business he has managed since 1999. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including model portfolios and customized investment solutions, supported by operations, technology, compliance, and practice-management resources.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Bobbi W

Series 65

Clinton Township, MI

Hantz financial Services, Inc.

Bobbi Wroblewski is a financial advisor at Hantz Financial Services, Inc. with a Series 65 designation. She has been with Hantz Financial Services since 2017. Prior to that, she worked at Wigs 4 Kids from 2015 to 2017. 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 offers a range of services including financial planning, portfolio management, and fiduciary retirement-plan advisory.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Nicole F

Series 63, Series 66

Richmond, MI

PNC Wealth Management

Nicole Fobare is a financial advisor with PNC Wealth Management and holds Series 63 and Series 66 licenses. She has 19 years of industry experience, including roles at TD Ameritrade, Scottrade, and Citizens Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio strategists offering that uses algorithmic risk assessment and approved model strategies implemented via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
user avatar
firm logo

Rimoun E

Series 66

Clinton Township, MI

Hantz financial Services, Inc.

Rimoun Estifou is a financial advisor at Hantz Financial Services, Inc. with 11 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2014. Outside of his advisory role, he is involved in managing Estifou Holdings, LLC, where he purchases, renovates, and sells distressed properties. 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 investment approach focused on ETF strategies and offers a range of services including financial planning, wealth management, and retirement-plan advisory, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Dustin D

Series 63, Series 65

St. Clair Shores, MI

Citizens securities, Inc.

Dustin Dagastino is a financial advisor with Citizens Securities, Inc. in St. Clair Shores, MI. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His prior work includes roles at Citizens Bank, Huntington National Bank, and entrepreneurial involvement with CreativeWeddingFind. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, utilizing digital advisory platforms and managed account programs.

Tax-loss harvesting Passive / index investing
user avatar
firm logo

James C

Series 63, Series 65

Clinton Township, MI

Bankers Life Advisory Services, Inc.

James Cody Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and 65 credentials and having nine years of industry experience. He has worked within the Bankers Life organization since 2011, including roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. In addition to his advisory work, he is a licensed insurance agent for Bankers Life & Casualty Company, selling Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Wealth management Retired
user avatar
firm logo

Amy H

Series 66

Clinton Township, MI

Hantz financial Services, Inc.

Amy Hoffman is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and nine years of industry experience. She has been with Hantz Financial Services since 2015. Hantz Financial Services serves a broad client base, including individual investors, charitable organizations, corporate clients, and retirement-plan sponsors. The firm employs model-driven ETF strategies supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Denise M

Series 63, Series 66

Ray Township, MI

OSAIC Institutions, INC.

Denise Mathews is a financial advisor with OSAIC Institutions, INC. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. She has been with Infinex Investments, Inc. since 2008. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements. The firm employs a network of investment adviser representatives who use a combination of fundamental and technical analysis and offer both discretionary and predominantly non-discretionary asset management solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Anthony F

CFP®, Series 63, Series 65

Mt. Clemens, MI

OSAIC Institutions, INC.

Anthony Forlini is a CFP® with 40 years of industry experience, currently affiliated with OSAIC Institutions, INC. He has held roles including Clerk and Register of Deeds for Macomb County since 2021 and has been president of Design Financial, a health insurance and group benefits business, since 1999. Forlini also has a background in public service with the State of Michigan and Macomb County Public Works. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its integrated broker-dealer/adviser model.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Donovan C

CFP®, Series 63, Series 65

Clinton Township, MI

Hantz financial Services, Inc.

Donovan Ciminelli is a CFP® with 18 years of experience at Hantz Financial Services, Inc., where he has worked since 2007. He holds Series 63 and Series 65 licenses and is based in Clinton Township, MI. Hantz Financial Services serves a diverse client base including individuals, charitable organizations, corporate and business clients, and retirement plan sponsors. The firm employs a model-driven investment approach centered on ETF strategies and offers a range of financial planning, wealth management, and fiduciary services, supported by affiliated banking, tax, and consulting capabilities.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Joseph W

CFP®, Series 63

Clinton Township, MI

Commonwealth Financial Network

Joseph Wietecha III is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been associated with Lexington Financial and Commonwealth Financial Network since 1998. Outside of advisory work, he is a member and part owner of JAMAS, LLC, an entity involved in commercial office property management. Commonwealth Financial Network is a national registered investment adviser serving approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Justin R

CFP®, Series 66

Chesterfield, MI

OSAIC Advisory Services, LLC

Justin Russo is a CFP® with eight years of industry experience. He is currently with OSAIC Advisory Services, LLC and previously worked at Sigma Financial Corporation, Triad Advisors, and Mass Mutual. Russo serves as Board President of Life Skills Centers, Inc., a nonprofit organization, and owns Russo Capital LLC. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting through multiple program models and utilizes both proprietary and third-party platforms.

Annuities
user avatar
firm logo

Joseph Y

Series 63, Series 65

Clinton Township, MI

Hantz financial Services, Inc.

Joseph Yatouma is a financial advisor at Hantz Financial Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz Financial Services since 2005. 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, wealth management, and fiduciary services supported by affiliated banking, tax, and consulting entities.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) 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 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")