Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Dennis M

Series 63, Series 65

Ann Arbor, MI

SPC

Dennis Marrs is a financial advisor at SPC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC and Sigma Financial Corporation since 2010. Marrs is also an insurance agent appointed with various insurance companies. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability with discretionary and nondiscretionary management options.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar
firm logo

Douglas W

CFP®, ChFC®, Series 66

Ann Arbor, MI

Mercer Global Advisors Inc.

Douglas Watts is a CFP®, ChFC®, and Series 66-registered advisor with six years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2022. His prior experience includes roles at Vintage Financial Services, Bank of America, Merrill, MML Investors Services, Mass Mutual Life Insurance Company, the Commonwealth of Pennsylvania, and Biomeme Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing comprehensive advisory services including investment management, financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing a range of low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
user avatar
firm logo

Scott H

Series 63, Series 66

Ann Arbor, MI

SPC

Scott Hayden is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with SPC and Sigma Financial Corp since 2006. Hayden is the sole owner of Hayden Financial Inc., a personal business entity for tracking expenses. 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 services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar
firm logo

Maggie W

CFP®

Ann Arbor, MI

Mercer Global Advisors Inc.

Maggie Wagner is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Pearl Planning and has held roles outside the financial sector, including positions at the Berrien County Parks Department and Michigan State University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing a variety of low-cost investment vehicles and specialized programs.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
user avatar
firm logo

Deborah K

CFP®

Ann Arbor, MI

Mercer Global Advisors Inc.

Deborah Krone is a CFP® professional with three years of industry experience, currently with Mercer Global Advisors Inc. She previously worked at Vintage Financial Services, Andrews Hooper Pavlik PLC, and Rehmann. Outside of her financial advisory work, she is a one-third owner of Elite Enterprises, LLC, an ice cream shop in Canton, Michigan, where she handles payroll and financial duties. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts, low-cost index vehicles, and tax management strategies.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
user avatar
firm logo

Kelly B

Series 66

Ann Arbor, MI

SPC

Kelly Brown is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and bringing 10 years of industry experience. Brown has worked at SPC and Parkland Securities since 2017 and has been with Sigma Financial Corporation since 2014. Outside of advising, Brown is an independent sales consultant for Mary Kay. SPC serves a diverse client base including individuals, high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies tailored to client suitability with options for discretionary and nondiscretionary management.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar
firm logo

Cyle G

Series 66

Ann Arbor, MI

SPC

Cyle Gillman is a financial advisor at SPC with six years of industry experience and holds a Series 66 designation. His prior experience includes roles at Edward Jones, The Huntington Investment Company, Parkland Securities, Sigma Planning Corporation, and Sigma Financial Corporation. He is also involved in managing Northern Michigan Insurance and Financial LLC and operates a financial services business under the name IvoryGrey Financial Strategies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through over 460 advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment options.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar
firm logo

Patrick S

Series 63, Series 66

Ann Arbor, MI

SPC

Patrick Shope is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with SPC since 2013 and also provides investment advisory services through his DBA, Shope & Associates, LLC. SPC serves a diverse clientele 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 through a large network of advisors.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar
firm logo

Micah W

Series 63, Series 65

Ann Arbor, MI

SPC

Micah Webb is a financial advisor at SPC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Parkland Securities since 2014 and SPC since 2013. Webb also sells life insurance through various insurance companies. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services delivered through a network of over 460 advisers managing approximately $5.66 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar
firm logo

Mark S

Series 66

Ann Arbor, MI

SPC

Mark Steinman is a financial advisor at SPC with 15 years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities since 2014, SPC since 2012, and Sigma Financial Corporation since 2010. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 investment adviser representatives. The firm offers portfolio management, financial planning, consulting, and ERISA-related retirement plan services, utilizing discretionary management and various client-directed strategies.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar
firm logo

Kenneth B

CFP®, Series 63, Series 65

Ann Arbor, MI

SPC

Kenneth Burek is a CFP® with 32 years of industry experience, currently affiliated with SPC. He has worked at Sigma Financial Corporation since 2008 and operates a financial services practice under the name Burek Financial Services. In addition to advisory work, he sells various lines of insurance and fixed indexed annuities through multiple carriers. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a corporate structure that includes affiliated broker-dealers and insurance agencies.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar
firm logo

Nicholas F

Series 66

Ann Arbor, MI

SPC

Nicholas Field is a financial advisor at SPC with 12 years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities, SPC, and Sigma Financial Corporation since 2015. Outside of his advisory role, he provides contract location consulting and walkthroughs for a family-owned facilities maintenance business. SPC offers 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 investment advice primarily through the SIGMA Managed Account and other account programs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar
firm logo

Amanda H

Series 63, Series 65

Ann Arbor, MI

SPC

Amanda Hadley is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at Sigma Planning Corporation, Sigma Financial Corporation, NYLIFE Securities LLC, and New York Life Insurance Co., among other firms. She serves as a board member for TWIGS, a nonprofit organization in Lansing, MI. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse clientele, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary investment advice through various account programs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar
firm logo

William S

Series 66

Ann Arbor, MI

SPC

William Sininger is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with SPC and Sigma Financial Company, having previously worked at LPL Financial, Parkland Securities, and Sigma Financial Corporation. Outside of his advisory roles, he is involved in the sale of non-variable life and health insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability with both discretionary and nondiscretionary management options.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar
firm logo

Steven M

CFP®, Series 63, Series 65

Ann Arbor, MI

Osaic Advisory Services, LLC

Steven Morse is a CFP® professional with over 36 years of experience in financial planning and investment advisory. He is currently with Osaic Advisory Services, LLC, having previously worked at SIGMA Financial Corporation and operated his own firms for several decades. Outside of advisory work, he is president of Steven Morse & Company, providing tax planning and preparation services, and holds a licensed insurance agent role for life insurance and fixed annuities. Osaic Advisory Services, LLC serves a broad client base including individuals, pension plans, corporations, and charitable entities, offering investment management, financial planning, retirement consulting, and related services. The firm employs multiple program models and uses a combination of proprietary and third-party platforms to build and monitor client portfolios.

Annuities
user avatar
firm logo

Kyle B

Series 66

Ann Arbor, MI

SPC

Kyle Brunner is a financial advisor at SPC with five years of industry experience. He holds a Series 66 designation and has worked at Brunner & Van Gorder Financial and Sigma Financial Corporation. Outside of advisory work, he provides administrative support for the office of Steve Brunner. 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 services through a large network of advisers.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar
firm logo

Gregory G

Series 63, Series 65

Ann Arbor, MI

SPC

Gregory Genter is a financial advisor at SPC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with SPC and Sigma Financial Corporation since 2010. Outside of his advisory role, he serves on the board of the Southern Wayne County Chamber, participates in the Allen Park Downtown Development Authority committee, and is a board member of Children with Hair Loss, a nonprofit organization. SPC serves a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering primarily discretionary management with options for nondiscretionary arrangements and direct-at-fund management.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar
firm logo

Daniel M

CFP®, Series 63, Series 66

Ann Arbor, MI

SPC

Daniel Maciver is a CFP® with 10 years of industry experience and is currently affiliated with SPC in Ann Arbor, MI. He has previously worked with Financial & Portfolio Advisors Ltd. and has longstanding ties to Sigma Financial Corporation and Financial Investment Planners, Ltd. Outside of his advisory role, he serves as Treasurer and Board Member for both the Clarenceville Athletic Boosters Club and the Clarenceville Education Foundation, Inc. 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 offers tailored, discretionary advice delivered at the individual advisor level.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar
firm logo

Gregory J

Series 63, Series 65

Ann Arbor, MI

SPC

Gregory Jasick is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2015 and operates Jasick and Associates, LLC, where he also sells individual and group health, disability, dental, and life insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment strategies.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar
firm logo

Bryan K

Series 66

Ann Arbor, MI

SPC

Bryan Knop is a financial advisor at SPC with 17 years of industry experience. He holds a Series 66 designation and has worked at SPC and Parkland Securities since 2017, following eight years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, he operates a sole proprietorship under the name 6Metre Financial, offering securities and insurance products. SPC serves a diverse range of clients including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
Warmer team member

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.

Find your advisor

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”)