Overwhelmed by options?
Answer a few questions to see advisors matched to you.
3,449 advisors near
48314
within the area shown on the map
Out of 400,000+ nationwide
Vincent P
ChFC®, Series 63, Series 65
Rochester Hills, MI
FIFTH THIRD SECURITIES, Inc.
Vincent Pamelia is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 14 years of industry experience and has previously worked at firms including Ameriprise, Comerica Securities, Charles Schwab, and USAA. Outside of his advisory work, he is the owner of VJP PRODUCTIONS, LLC, a content creation business. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account platform, providing options from mutual funds and ETFs to SMA strategies and direct indexing.
Stephen M
Series 66
Southfield, MI
Hantz financial Services, Inc.
Stephen Mc Avoy is a financial advisor at Hantz Financial Services, Inc. holding a Series 66 designation. He has one year of industry experience, with previous roles at Jackson National Life and United Wholesale Mortgage. Outside of finance, his work history includes positions in education and service industries. 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, including high-net-worth clients, as well as corporate and retirement plan sponsors, offering financial planning, portfolio management, and retirement consulting. Its investment approach emphasizes diversified, ETF-centered model portfolios and incorporates tax-aware strategies and technology-driven tools.
John T
Series 63, Series 66
Troy, MI
Centaurus Financial, Inc.
John Tryon is a financial advisor at Centaurus Financial, Inc. with 39 years of industry experience. He has been with Centaurus Financial since 2005 and has operated a self-employed practice since 1990. Outside of his advisory work, he holds a Notary Public position, notarizing documents for clients. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients, including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing various analytical approaches and both discretionary and non-discretionary management arrangements.
Kevin T
Series 66
Clinton Township, MI
Hantz financial Services, Inc.
Kevin Torresan is a financial advisor at Hantz Financial Services, Inc. with 11 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2014. 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 consulting, and insurance businesses.
Daniel F
Series 66
Southfield, MI
Hantz financial Services, Inc.
Daniel Flannery is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with eight years of industry experience. Prior to joining Hantz Financial Services in 2017, he worked at LG Electronics, Inc. for six years. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through affiliated entities including a state-chartered trust bank and in-house consulting services.
Armin H
ChFC®, Series 66
Grosse Pointe Woods, MI
FIFTH THIRD SECURITIES, Inc.
Armin Hrncic is a financial advisor at Fifth Third Securities, Inc. with 17 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise Financial Services, LLC and Citizens Securities, Inc. He is also employed by Comerica Bank. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types via the Passageway Managed Account Program, providing clients access to diverse portfolio management strategies.
Arthur Z
Series 63, Series 65
Bingham Farms, MI
Focus Partners Wealth, LLC
Arthur Zaske is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at The Colony Group, LLC, InterOcean Capital Group, LLC, and operated Arthur Zaske & Associates, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers, and offers a broad range of wealth management and advisory services.
Yuri U
Series 66
Southfield, MI
Hantz financial Services, Inc.
Yuri Umanski is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Hantz Financial Services, he spent 12 years at Premia Mortgage. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm’s investment approach centers on diversified, ETF-based model portfolios and incorporates discretionary and non-discretionary mandates alongside mortgage brokerage and insurance services offered through affiliated agencies.
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.
Michael K
Series 63, Series 66
Troy, MI
AE Wealth Management, LLC
Michael Klebba is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. Prior to joining AE Wealth Management in 2021, he worked at Charles Schwab & Co., Inc. for 10 years. He is also involved with Burzynski Group Retirement Solutions, offering insurance and annuity products. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients across 444 advisors.
Robert D
ChFC®, Series 63
Troy, MI
Private Advisor Group, LLC
Robert Drake is a financial advisor at Private Advisor Group, LLC with 36 years of industry experience. He holds the ChFC® designation and the Series 63 license. His career includes long tenures at Sigma Planning Corporation and Sigma Financial Corporation, as well as ongoing roles with LPL Financial and Triad Financial Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing various investment strategies and coordinating services through multiple custodians.
Tyler S
CFP®, Series 66
Troy, MI
Newedge Advisors
Tyler Silverthorn is a CFP® with 15 years of industry experience, currently serving as an investment adviser representative at NewEdge Advisors and affiliated with LPL Financial. His prior experience includes roles at Cetera Advisor Networks and Stonebridge Financial Partners. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing a variety of program structures and emphasizing centralized due diligence and ongoing monitoring of third-party managers.
Alexandria K
Series 63, Series 66
Macomb, MI
Citizens Securities, Inc.
Alexandria Kirchner is a financial advisor at Citizens Securities, Inc. in Macomb, MI, with 13 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Fifth Third Securities and Fifth Third Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both advisory programs and brokerage and insurance services, featuring a digital advisory platform that recommends ETF-based portfolios using proprietary algorithms and a client risk-tolerance questionnaire.
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.
Michael C
Series 66
Troy, MI
Goldman Sachs Wealth Services
Michael Ceccoli is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021. Prior to that, he was with The AYCO Company, L.P./Mercer Allied for 14 years. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and integrated strategies across affiliated teams, offering tailored services such as Executive Wealth and Private Family Office support.
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...
3,449 advisors near
48314
within the area shown on the map
Out of 400,000+ nationwide