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Ryan L

Series 66

Southfield, MI

Hantz financial Services, Inc.

Ryan Liszewski is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to his advisory role, he was employed at Oakland University and was involved with It's a Matter of Taste. 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 and offers a range of financial planning, wealth management, and retirement-plan advisory services, supported by expanded implementation capabilities and affiliated entities such as a 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
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Cameron S

Series 66

Troy, MI

Private Advisor Group, LLC

Cameron Staley is a Series 66-credentialed financial advisor with 13 years of industry experience. He has been with Private Advisor Group, LLC since 2016 and also maintains a role with LPL Financial starting in 2014. Staley operates Artemis Wealth Advisors, an investment advisory business independent from LPL Financial. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of analytical methods and coordinating custody and reporting through multiple custodians.

Retired Founder/Business Owner
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Jacob W

CFP®

Novi, MI

Mariner

Jacob Wasko is a CFP® professional with five years of industry experience. He has been with Mariner Wealth Advisors since 2019 and previously worked at Zhang Financial and Synergy Capital Solutions. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides a range of strategies across asset classes, along with integrated tax, accounting, and family office services.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Karen S

Series 63, Series 66

Birmingham, MI

Oppenheimer

Karen Schwocho Tunnecliffe is a financial advisor at Oppenheimer with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities, Morgan Stanley, Comerica Bank, and Cetera Advisors. Outside of her advisory role, she facilitates an eight-week leadership course for middle and high school students through Reaching Higher Inc. and owns a health and wellness center offering meditation, Reiki, yoga, and life coaching. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, providing a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation alongside manager selection and various investment strategies to construct client solutions.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Robert R

Series 66

Southfield, MI

Guardian Life

Robert Runco is a financial advisor with Primerica Advisors, holding a Series 66 designation and working in the Southfield, MI area. He has experience at Park Avenue Securities, Guardian Life Insurance Company, and Lifetime Financial Growth. Prior to his advisory roles, he worked in education at the University of Michigan, Seaholm High School, and Derby Middle School. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice solutions, supporting various account types and lending options.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Monalisa C

Series 66

Farmington Hills, MI

FIFTH THIRD SECURITIES, Inc.

Monalisa Cottingham is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds a Series 66 designation and has five years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Comerica, and Morgan Stanley. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through both advisory and brokerage channels, offering a variety of investment programs via the Passageway platform, including managed accounts and direct indexing strategies. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages a client base of over 46,000 with approximately $10.9 billion in assets under management.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Thomas L

Series 63, Series 65

Bloomfield Hills, MI

FIFTH THIRD SECURITIES, Inc.

Thomas Leonard is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise and Comerica Bank, including Comerica Securities. Leonard is also employed as a financial advisor with Comerica Financial Advisors. Fifth Third Securities serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers a variety of investment programs on its Passageway Managed Account platform, combining multiple portfolio management strategies and risk-profile customization.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Gregory K

Series 63, Series 66

Southfield, MI

Guardian Life

Gregory Kreiner is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he is involved with Great Lakes Financial Network, focusing on health and life insurance sales. Park Avenue Securities LLC serves a diverse retail client base through brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in assets and supports a range of investment strategies and account services.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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William K

Series 66

Bloomfield Hills, MI

OSAIC Advisory Services, LLC

William Kessel is a financial advisor at Osaic Advisory Services, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Cetera Advisors LLC and SageView Advisory Group, LLC. Kessel is also a registered representative with Bloomfield Hills Advisory, where he provides financial planning advice. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a broad range of services, including investment management, financial planning, and retirement plan consulting, using multiple program models and a variety of third-party platforms and managers.

Annuities
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Brooke P

Series 66

Southfield, MI

Hantz financial Services, Inc.

Brooke Popadich is a Series 66 licensed financial advisor with four years of industry experience, currently serving at Hantz Financial Services, Inc. in Southfield, MI. Her work history includes roles at Hantz Financial Services as well as experience at the University of Chicago and Choate Rosemary Hall. 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, corporate clients, and retirement plan sponsors through a multi-advisor platform, offering diversified, ETF-centered model portfolios and a range of financial planning and wealth management 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
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Alexander P

Series 65

Birmingham, MI

Private Advisor Group, LLC

Alexander Pryka is a financial advisor with Private Advisor Group, LLC, holding a Series 65 designation and six years of industry experience. Prior to joining Private Advisor Group in 2019, he worked for eight years at Associates in Obstetrics. He provides investment advice under the business name Millennium Wealth Management through Private Advisor 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 a range of strategies and collaborating with multiple custodians and platform providers.

Retired Founder/Business Owner
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Thomas M

Series 63, Series 66

Southfield, MI

Focus Partners Wealth, LLC

Thomas Munoz is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He previously worked at Kovitz Investment Group Partners, LLC and Telemus Capital, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a range of wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach with a large platform that integrates fundamental and quantitative analysis, multiple asset classes, and affiliated service companies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Michael G

Series 63, Series 66

Bloomfield Hills, MI

FIFTH THIRD SECURITIES, Inc.

Michael Glaza is a financial advisor at Fifth Third Securities, Inc. in Bloomfield Hills, Michigan, holding Series 63 and Series 66 licenses with 31 years of industry experience. His prior work includes roles at Ameriprise and Comerica Securities, Inc. Glaza is also involved with FO2, a cash management platform serving corporate and institutional clients. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via the Passageway Managed Account Program, providing clients with a range of investment options tailored to their risk profiles.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Kayla R

Series 66

Birmingham, MI

Oppenheimer

Kayla Rice is a financial advisor with Oppenheimer in Birmingham, MI, holding a Series 66 designation and three years of industry experience. She has worked at Oppenheimer since 2019, with prior roles at Carat and Universal McCann. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation alongside various investment strategies, with a distinctive combination of discretionary and non-discretionary management and a role as a qualified custodian.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Justin W

CFP®, Series 63, Series 65

Troy, MI

Commonwealth Financial Network

Justin Williamson is a CFP® with 22 years of industry experience and is currently affiliated with Commonwealth Financial Network and Center for Wealth Management in Troy, MI. His prior experience includes roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities. He is a co-owner of Center for Wealth Management, LLC, and also co-owns So Many Skies, LLC, an entity involved in residential real estate management in North Myrtle Beach, SC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors. The firm provides a variety of advisory programs and back-office support, including operations, trading, technology, and compliance, enabling affiliated advisors to offer customized investment solutions under Commonwealth’s supervision.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Suzanne M

Series 63, Series 65

Bloomfield Hills, MI

Sanctuary Advisors, LLC

Suzanne Minster is a financial advisor at Sanctuary Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney LLC from 2015 to 2021. Since 2021, she has been with Sanctuary Wealth, a division of Sanctuary Advisors. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and employs sub-advisors and third-party model platforms to implement strategies within an integrated affiliate structure.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Miguel W

Series 66

Farmington Hills, MI

FIFTH THIRD SECURITIES, Inc.

Miguel Wodkowski is a financial advisor at Fifth Third Securities, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise, Comerica Securities, PNC Investments, and PNC Bank prior to joining Fifth Third Securities in 2026. Fifth Third Securities serves a diverse client base that includes individuals, high-net-worth clients, and institutional investors through both investment advisory and brokerage channels. The firm offers multiple program types via the Passageway Managed Account Platform and supports a range of strategies including mutual funds, ETFs, SMAs, and direct indexing.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Mark B

Series 63, Series 65

Birmingham, MI

Oppenheimer

Mark Baniszewski is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co., Inc. since 1999. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment vehicles, managing accounts through both discretionary and non-discretionary programs.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Adam W

Series 63, Series 65

Troy, MI

Private Advisor Group, LLC

Adam Weiner is a financial advisor with Private Advisor Group, LLC in Troy, MI, holding Series 63 and Series 65 registrations and nine years of industry experience. He has previously worked at LPL Financial, FSC Securities, Hatmada LLC, AIG Capital Services, Inc., and American General Life Insurance. He is also the owner of Hatmada LLC. 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 using various investment strategies.

Retired Founder/Business Owner
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Steven C

CFP®, Series 63, Series 65

Novi, MI

Mariner

Steven Christensen is a CFP® professional at Mariner with 10 years of industry experience. He previously worked at Green Leaf Trust for seven years before joining Mariner Wealth Advisors in 2019. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers to provide customized discretionary portfolios and offers integrated tax, accounting, and family office services uncommon for an enterprise of its size.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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