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Jeffrey H

Series 63, Series 66

Northville, MI

LPL Financial

Jeffrey Husak is a financial advisor with LPL Financial and holds the Series 63 and Series 66 licenses. He has 19 years of industry experience, with prior roles at OSAIC, Fsc Securities Corp, and Next Financial Group, Inc. In addition to his advisory work, he is a partner at The Wealth Advantage Group, where he oversees client accounts and daily operations, and also acts as an insurance agent offering life insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by research and various model portfolios.

College savings (529s, UTMA, etc.)
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Marygrace V

Series 66

Southfield, MI

OSAIC

Marygrace Voss is a financial advisor at OSAIC with three years of industry experience. She holds the Series 66 designation and has worked at several firms, including Michigan Financial Companies and UHY. Outside of her advisory role, she is involved in the sales and marketing of securities, investment advisory, and insurance products through her affiliation with Michigan Financial Companies and Fathom Financial Partners. OSAIC serves a diverse client base, including retail and institutional investors, by offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ross A

ChFC®, Series 63

Southfield, MI

OSAIC

Ross Ainley is a ChFC® with 46 years of industry experience. He joined OSAIC in 2025 after 27 years at Lincoln Financial Advisors Corporation. Ainley is also engaged as an agent offering fixed insurance products and premium financing through Ainley Financial Group. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm delivers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party money managers to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Bryon K

Series 63, Series 65, Series 66

Southfield, MI

Cetera

Bryon Knuth is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and bringing 38 years of industry experience. His career includes roles at Ameriprise Financial Services, Securian Financial Services, and Wealth Strategies Financial Group, where he continues to serve clients. Outside of finance, he is the owner of an apparel website operated by his sons and assists in real estate activities with his wife. Cetera Investment Advisers LLC is a multi-manager platform serving a broad client base including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Christina W

Series 63, Series 66

Farmington Hills, MI

Morgan Stanley

Christina Wright Sutton is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and over 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

General estate planning guidance
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Dan M

CFP®, Series 63

Pleasant Ridge, MI

Ameriprise

Dan Mihaescu is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Mihaescu serves on the Board of Directors for Tuesday Musicale of Detroit and performs as an opera singer. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement planning through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kenneth B

Series 63, Series 65

Farmington Hills, MI

Cetera

Kenneth Bertin is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 46 years of industry experience. He has been with Cetera Wealth Services since 2013 and has operated BERTIN & BERTIN Inc., offering fixed insurance products including life, health, disability, and long-term care. Outside of financial services, he is active as a sports official, serving as a referee and umpire. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform providing access to affiliated and third-party strategies with over $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Steven S

Series 63, Series 66

Livonia, MI

LPL Financial

Steven Schrader is a financial advisor with LPL Financial in Livonia, MI, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1997. LPL Financial serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, and brokerage services. The firm provides both discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Steven L

CFA®, Series 63, Series 65

Southfield, MI

LPL Financial

Steven Lone is a financial advisor with LPL Financial in Southfield, MI, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience and has been with LPL Financial since 2003. Outside of his advisory role, he operates a non-variable insurance business, placing various non-variable life and fixed annuities for clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options, supporting a range of investment strategies and technologies.

College savings (529s, UTMA, etc.)
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Brian M

Series 66

Novi, MI

Fidelity

Brian Maraone is a financial advisor with Fidelity Investments in Novi, MI. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at MarketCast and an extended period with Defunct. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it serves as an advisor to multiple registered funds while employing systematic methodologies and oversight controls.

Charitable giving & philanthropy Active portfolio management
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James G

Series 63, Series 65

Southfield, MI

OSAIC

James Gasparotto is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is active as a teacher and speaker on financial services topics, particularly in the insurance industry. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of advisory services through a large network of affiliated advisors and employs various investment tools and third-party programs to manage portfolios across multiple asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Colin S

Series 66

Northville, MI

OSAIC

Colin Slater is a financial advisor with OSAIC in Northville, MI, holding a Series 66 designation and 14 years of industry experience. He previously worked at Sagepoint Financial, Inc. for seven years and has been associated with Bruce Slater and Associates since 2011. Outside of his advisory role, he serves as co-treasurer for the First Baptist Church of Farmington, where he assists with financial recordkeeping. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios consisting of various asset classes on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brian W

Series 66

Livonia, MI

Merrill

Brian Werth is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. He has worked at Merrill and Bank of America since 2025 and has prior experience at MGM Grand Detroit and Faisah Farms LLC. Outside of his advisory role, he is a co-owner of a rental property in Belleville, Michigan. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Passive / index investing
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Yazdi M

Series 63, Series 65

Plymouth, MI

UBS Financial Services

Yazdi Mistry is a financial advisor with UBS Financial Services in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Mistry serves as treasurer and board member of The Kiefer Foundation and volunteers as a board member for the Encore Musical Theatre Company, supporting charitable and cultural organizations in his community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets and advisory services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Ryan R

Series 66

Farmington Hills, MI

Morgan Stanley

Ryan Rehil is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

General estate planning guidance
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Robert O

Series 66

Novi, MI

Fidelity

Rob Orosz is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial consultants in Novi, MI. He focuses on delivering a client experience that aligns with Fidelity's standards of care. Rob has held leadership roles at Fidelity Investments since 2013, progressing from Branch Service Manager to Assistant Branch Leader, and currently serves as Vice President, Branch Leader since 2025. Throughout his career at Fidelity, Rob has gained extensive experience in branch management and client services. Outside of his professional responsibilities, he enjoys cooking and baking, participating in family activities, fishing, fitness, and running.

Wealth management
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Xavier S

Series 66

Southfield, MI

Mass Mutual Investors Services

Xavier Scott is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work includes roles at MassMutual Life Insurance Company, Paramount Residential Mortgage Group, and United Wholesale Mortgage. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations through annual collaborative planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Stacey G

Series 66

Livonia, MI

Edward Jones

Stacey Galloway is a Series 66-registered financial advisor with Edward Jones in Livonia, MI, and has 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer Wealth management Founder/Business Owner Intergenerational Families
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Jeanette C

Series 65, Series 63

Wyandotte, MI

Raymond James & Associates

Jeanette Clinton is a financial advisor at Raymond James & Associates with Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes a long tenure at Magni Industries and a year in homemaking. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm provides wealth advisory and investment consulting services to a diverse client base, including individuals, institutional investors, and public entities, delivering non-discretionary planning and advice supported by a wide affiliate network and specialized municipal finance capabilities.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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William D

Series 63, Series 66

Farmington Hills, MI

Cambridge Investment Research Advisors

William Dolunt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Cambridge since 2017 and previously worked at Valic Financial Advisors for 12 years. Dolunt serves as a board member for the George F Monaghan Knights of Columbus, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent financial professionals, offering various portfolio management and model-based investment solutions tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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