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Ryan R
Series 66
Troy, MI
Raymond James & Associates
Ryan Radyko is a financial advisor with Raymond James & Associates in Troy, MI, holding a Series 66 designation and bringing nine years of industry experience. He has been associated with various Raymond James entities since 2011. 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research options.
Jonathan M
Series 66
Sterling Heights, MI
Thrivent Investment Management
Jonathan Munson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Investment Management since 2011 and Thrivent Financial for Lutherans since 2014. Outside of his advisory role, Munson serves as the organist for Cross of Glory Lutheran Church and is a partner in a local brewery and coffee shop, Salty Mac Brewing Company LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across multiple financial topics without managing assets directly. The firm emphasizes goal-based analyses and periodic plan reviews through a network of Financial Advisors.
Ryan N
Series 66
Troy, MI
Fidelity
Ryan Noorman is a Financial Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works closely with clients to develop customized financial plans that align with their priorities and objectives. Ryan emphasizes a collaborative approach, aiming to build long-term relationships based on trust and accountability. Ryan brings extensive experience to his current role, having worked as an Investment Consultant and Investment Solutions Representative at Fidelity Investments from 2022 to 2026. Prior to joining Fidelity, he served as a Financial Advisor at Edward Jones from 2016 to 2022. His background spans various aspects of financial advising and investment consulting. Outside of his professional work, Ryan enjoys cooking and baking, fishing, football, movies, and running.
Michael E
Series 65, Series 66
Troy, MI
Raymond James & Associates
Michael Eldridge is a financial advisor with Raymond James & Associates in Troy, MI, holding Series 65 and Series 66 designations and three years of industry experience. His previous firms include Equitable Advisors, Voya Financial Advisors, and Marlin Financial Advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets and serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and investment consulting through various programs, emphasizing tailored, non-discretionary advice supported by extensive research and a broad range of portfolio management strategies.
Jonathan S
Series 63, Series 66
Troy, MI
Ameriprise
Jonathan Stanley is a financial advisor with Ameriprise Financial Services LLC and holds Series 63 and Series 66 designations. He has 31 years of industry experience, including 11 years at Bank of America and Merrill prior to joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address 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.
Benjamin H
Series 63, Series 65
Troy, MI
Equitable Advisors
Benjamin Hudson is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Outside of his advisory role, he operates a sole proprietorship, Benjamin P. Hudson & Associates, on a minimal, uncompensated basis. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance services tailored to client goals and risk tolerance.
James W
Series 63, Series 65
Troy, MI
LPL Enterprise
James Wetherell is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 registrations and 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Hantz Financial. LPL Enterprise serves a diverse client base—including individuals, retirement plans, charitable organizations, corporations, and institutional clients—offering financial planning, consulting, and access to various advisory and brokerage programs. The firm’s integrated platform combines adviser programs with financial product sales and utilizes both proprietary and third-party investment strategies.
Joseph B
Series 66
Troy, MI
LPL Enterprise
Joseph Buscarino is a Series 66-licensed financial advisor with one year of industry experience, currently with LPL Enterprise in Troy, MI. Prior to joining LPL Enterprise in 2025, he held roles at Northwestern Mutual and Tirami Su and attended Michigan State University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and insurance products via an integrated platform combining advisory programs with insurance and lending solutions.
Gregory D
Series 63, Series 65
Rochester, MI
LPL Financial
Gregory Davies is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, employing both discretionary and non-discretionary management with access to model portfolios and research.
Jeffrey H
CFP®, Series 63, Series 65
Sterling Heights, MI
OSAIC
Jeffrey Hoenle is a CFP® professional with 18 years of industry experience, currently serving at Osaic Wealth, Inc. since 2024. Prior to joining Osaic, he worked at Woodbury Financial Services Inc and Sii Investments, and he has also been affiliated with Platinum Wealth Management Group since 2007. Outside of his advisory role, Hoenle is involved in financial planning education as an instructor at Oakland University and holds leadership positions in several nonprofit and educational organizations related to estate planning and financial education. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, advisory services, and access to third-party money managers and wrap programs.
Michael H
Series 63, Series 66
Troy, MI
OSAIC
Michael Hass is a financial advisor at Osaic Wealth, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 registrations and previously spent 22 years at Woodbury Financial Services. Hass also presents Social Security workshops at local community centers. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a range of securities and alternative investments.
Kyle V
Series 63, Series 65
Shelby Township, MI
J.P. Morgan Securities
Kyle Volker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and offers non-discretionary advisory services supported by an in-house manager solutions team and a centralized due-diligence framework.
Graff K
Series 63, Series 65
Troy, MI
Ameriprise
Graff Kennelly is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Kennelly serves as a Marine Deputy for the Oakland County Sheriff’s Office, focusing on water and lake patrols. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, delivering customized recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and algorithmic tools to provide non-discretionary advice, primarily for clients with assets managed within Ameriprise accounts.
Craig L
Series 63, Series 65
Grosse Pointe Woods, MI
LPL Financial
Craig Lenhard is a financial advisor with LPL Financial in Grosse Pointe Woods, Michigan, holding the Series 63 and Series 65 designations and having 35 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, Lenhard is involved in real estate-related business activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing a variety of investment strategies supported by internal and third-party research.
Wendy V
CFP®, Series 66
Troy, MI
LPL Financial
Wendy Vanantwerp is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial in Troy, MI. She previously worked at the Center for Wealth Planning Advisors, Inc. from 2015 to 2017. Outside of her advisory role, she is also active as an artist. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.
Keith U
Series 66
Rochester, MI
Raymond James & Associates
Keith Uhler is a financial advisor with Raymond James & Associates in Rochester, MI, holding a Series 66 credential and 17 years of industry experience. He has previously worked at Ameriprise Financial Services and Comerica Securities. Outside of his advisory role, he is involved in independent insurance brokering through Oceanview Life and Annuity Company. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, and offers financial planning, investment consulting, and institutional fiduciary solutions.
John G
Series 66
Pleasant Ridge, MI
Ameriprise
John Garry is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. His prior experience includes roles at Summit Insurance, LaFontaine and Sons Landscaping, and Central Michigan University. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored, non-discretionary recommendations focused on dependable income and tax-aware withdrawal strategies.
Charles A
Series 63, Series 66
Macomb, MI
J.P. Morgan Securities
Charles Adams is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and has been with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a comprehensive range of advisory and brokerage services.
Autumn S
Series 66
Troy, MI
Morgan Stanley
Autumn Szlaga is a Series 66-registered financial advisor with Morgan Stanley in Troy, MI, and has been with the firm since 2026. Prior to joining Morgan Stanley, she worked at American Axle and Manufacturing and Great Oaks Country Club. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analytical models.
Scott L
CFP®, Series 66
Rochester, MI
LPL Financial
Scott Lundberg is a financial advisor at LPL Financial with 21 years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at Lincoln Financial Advisors, Sigma Financial Corporation, and Spc. Lundberg offers estate planning services through platforms such as Encore Estate Plans and Trust & Will. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and advanced technologies within both discretionary and non-discretionary management frameworks.
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1,223 advisors near
48043
within the area shown on the map
Out of 400,000+ nationwide