Overwhelmed by options?
Answer a few questions to see advisors matched to you.
2,544 advisors near
48168
within the area shown on the map
Out of 400,000+ nationwide
Michael B
Series 63, Series 65, Series 66
Ann Arbor, MI
SPC
Michael Bila is a financial advisor with SPC based in Ann Arbor, MI, holding Series 63, 65, and 66 licenses and bringing 43 years of industry experience. He has worked at Sigma Financial Corporation since 2002. Outside of advising, he serves as president of a condominium association, managing community service contracts. SPC serves individual clients, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisors and approximately $5.66 billion in assets under management. The firm provides discretionary and nondiscretionary management options and maintains unique affiliations that support a broad range of retirement and investment services.
Jeffrey Z
Series 63, Series 66
Ann Arbor, MI
PNC Wealth Management
Jeffrey Zapolski is a financial advisor with PNC Wealth Management in Ann Arbor, MI, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior experience includes positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.
Michael C
CFP®, ChFC®, Series 63
Ann Arbor, MI
Hantz financial Services, Inc.
Michael Carmouche is a CFP® and ChFC® with 31 years of experience in the financial industry. He has been with Hantz Financial Services, Inc. in Ann Arbor, MI since 1999. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and technology-enabled services.
Matthew V
Series 63, Series 66
Ann Arbor, MI
SPC
Matthew Vigo is a financial advisor at SPC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at SPC since 2013, Parkland Securities since 2014, and Sigma Financial Corporation since 2000. Outside of his advisory roles, he sells various insurance products through multiple insurance companies. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability with options for discretionary and nondiscretionary management.
Sloan H
Series 66
Southfield, MI
Hantz financial Services, Inc.
Sloan Hargis is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. Holding a Series 66 designation, Sloan has one year of industry experience. Their prior work includes roles in education and retail. Hantz Financial Services serves a diverse clientele, including high-net-worth individuals, pension plans, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, brokerage, mortgage, and insurance services within its enterprise structure.
Charles M
CFP®, Series 63
Ann Arbor, MI
SPC
Charles Milliken is a CFP® professional with 41 years of industry experience, currently serving at SPC since 2012. He holds a Series 63 license and has also worked with Sigma Financial Corporation during the same period. Outside of his advisory role, he is the secretary of his men's golf league and prepares income tax returns. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that supports both fiduciary and non-fiduciary retirement services through affiliated broker-dealers and insurance agencies.
Alex L
Series 66
Ann Arbor, MI
SPC
Alex Leidal is a financial advisor at SPC with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Corporate Fringe Benefits, Inc., Rogue Risk, Johnston Lewis Associates, and Phil Klein Insurance Group. He also has a background at Oakland University. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary advice primarily through the SIGMA Managed Account and other account programs.
Millard C
Series 63, Series 65
Walled Lake, MI
VOYA Financial Advisors, Inc.
Millard Coleman II is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Voya in 2020, he worked at Valic Financial Advisors, Horace Mann Investors, Massachusetts Mutual Life Insurance Company, MSI Financial Services, and Equitable Advisors. Outside of his advisory role, Coleman is co-founder of youth football training camps and serves as Finance Director for Transformation Community Church. Voya Financial Advisors, Inc. provides financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology tools and offers both discretionary and non-discretionary account management through a large network of advisers.
Steven D
CFP®, Series 63
Livonia, MI
Mercer Global Advisors Inc.
Steven Deceuninck is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2020. Prior to this, he operated Sd Financial Pathways, LLC from 2013 to 2019. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm emphasizes a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement, tax, and estate-planning support.
Lisa W
Series 63, Series 66
Farmington Hills, MI
Principal Financial Services
Lisa Wright is a financial advisor with Principal Financial Services in Farmington Hills, MI, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. She has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2015. In addition to her advisory role, Wright serves as a bank officer to support Principal retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Griffin J
Series 66
Ann Arbor, MI
Hantz financial Services, Inc.
Griffin Jenkinson is a Series 66-licensed financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, bringing one year of industry experience. Prior to joining Hantz Financial Services, he held roles at The Weed Lady and Landaal Packaging. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management with ETF-based model portfolios and third-party SMAs, alongside brokerage, mortgage-broker, and insurance distribution through affiliated entities.
Adam S
Series 63, Series 66
Canton, MI
PNC Wealth Management
Adam Smith is a financial advisor with PNC Wealth Management in Canton, MI, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at PNC Investments since 2017, following roles at Fifth Third Securities and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist platform that uses algorithmic risk assessments and invests via approved model strategies managed by PNC or third-party strategists.
Grayson R
Series 65, Series 63
Ann Arbor, MI
J. W. Cole Advisors, Inc.
Grayson Richter is a financial advisor with J.W. Cole Advisors, Inc. in Ann Arbor, MI, holding Series 65 and Series 63 credentials and three years of industry experience. His work history includes roles at J.W. Cole Financial, Inc., Greenway Building Solutions, and Alma College. J.W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a mix of fundamental and technical analysis along with model and manager-based strategies, and provides both discretionary and non-discretionary account management.
Ryan A
CFP®, Series 66
Ann Arbor, MI
SPC
Ryan Asti is a CFP®-credentialed financial advisor with 24 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2004. Asti serves as a board member for the Better Business Bureau of Detroit/Eastern Michigan and operates an online golf merchandise business, Golfs Black Book. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, employing a range of discretionary and nondiscretionary strategies supported by a custodial platform and third-party manager collaborations.
Charles C
Series 66
Ann Arbor, MI
Hantz financial Services, Inc.
Charles Crandall II is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and has worked in various roles including education and food service prior to joining Hantz Financial Services. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and business owners. The firm utilizes ETF-based model portfolios combined with third-party managers and technology platforms to deliver financial planning, wealth management, and consulting services.
John M
Series 63
Ann Arbor, MI
SPC
John Mcclellan is a financial advisor at SPC with 25 years of industry experience. He holds a Series 63 designation and has worked at SPC since 2007 and Parkland Securities since 2014. He also serves as a FINRA arbitrator, hearing and deciding customer and advisor disputes. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies primarily through discretionary management with periodic monitoring and rebalancing.
Peter L
Series 66
Ann Arbor, MI
&PARTNERS
Peter Lenart is a Series 66 credentialed financial advisor with 17 years of industry experience, currently working at &Partners. His prior experience includes roles at Wells Fargo Clearing, Spc, Parkland Securities, and Sigma Financial Corporation. &Partners serves a diverse range of clients, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA consulting through both discretionary and non-discretionary approaches utilizing multiple analysis methods and third-party strategies.
Mary H
Series 63, Series 65
Farmington Hills, MI
FIFTH THIRD SECURITIES, Inc.
Mary Hall is a financial advisor at Fifth Third Securities, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Ameriprise Financial Services. In addition to her advisory role, she is involved in independent insurance brokering focused on whole life and annuity products. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers a range of managed account programs via the Passageway platform, providing investment options from mutual funds and ETFs to separately managed accounts and direct indexing.
Robert B
CFP®, ChFC®, Series 63, Series 65
Canton, MI
FIFTH THIRD SECURITIES, Inc.
Robert Blalock is a financial advisor with Fifth Third Securities, Inc. in Canton, MI, holding CFP® and ChFC® designations and eight years of industry experience. His previous roles include positions at The Huntington Investment Company, Infinex Investments, and Flagstar Bank. Fifth Third Securities serves a diverse clientele including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.
Jonathan T
Series 63, Series 65
Livonia, MI
PNC Wealth Management
Jonathan Thomas is a financial advisor with PNC Wealth Management in Livonia, MI, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining PNC Wealth Management in 2025, he worked at several firms including Bank of America, Merrill, and Northwestern Mutual. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic assessments to recommend risk bands and employs mutual funds and ETFs managed by PNC or third-party strategists.
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...
2,544 advisors near
48168
within the area shown on the map
Out of 400,000+ nationwide