Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

423 advisors near
48462

Out of 400,000+ nationwide

user avatar
firm logo

George T

Series 63, Series 66

Clarkston, MI

FIFTH THIRD SECURITIES, Inc.

George Thibault is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior roles include positions at PNC Investments, E*TRADE Capital Management, and CCO Investment Services Corp. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, and institutional clients. The firm combines discretionary managed-account programs with features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
user avatar
firm logo

Ryan K

Series 66

Davison, MI

Hantz financial Services, Inc.

Ryan King is a financial advisor at Hantz Financial Services, Inc. in Davison, MI, holding a Series 66 designation and with 15 years of industry experience. He has been with Hantz Financial Services since 2011. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors with approximately $10 billion in assets under management. The firm’s investment approach centers on diversified, ETF-based model portfolios combined with asset allocation and periodic rebalancing, supported by a range of financial planning, portfolio management, and related 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
user avatar
firm logo

Corbin A

Series 66

Davison, MI

Hantz financial Services, Inc.

Corbin Andres is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Gerrit J. Verburg Co., Baker College, ZCI Feed Sales, and New Lothrop High School. Hantz Financial Services serves a diverse client base including individuals, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies combined with separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through affiliated businesses such as a trust-only 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
user avatar
firm logo

Steven M

Series 63, Series 65

Rochester Hills, MI

PNC Wealth Management

Steven Mezzo is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and over 20 years of industry experience. His prior roles include positions at LPL Financial LLC, infinex Investments, Inc., and Flagstar Bank. Mezzo is based in Rochester Hills, MI. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing. The firm’s approach includes third-party delegation for portfolio implementation and is currently available as an invitation-only pilot for PNC Bank employees.

Passive / index investing Active portfolio management Wealth management Executive
user avatar
firm logo

Matthew E

Series 66

Rochester, MI

Citizens Securities, Inc.

Matthew Essmann is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds the Series 66 designation and previously worked at CoreCap Advisors, LLC, CoreCap Investments, LLC, and Cornerstone Financial Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm features a digital advisory program managed in partnership with SigFig and operates as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
user avatar
firm logo

Darin L

CFP®, Series 65, Series 66

Clarkston, MI

Brookstone Capital Management LLC

Darin Louw is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brookstone Capital Management LLC since 2020. His prior experience includes roles at Bank of America, Merrill, and operating as the Principal of Advanced Insurance Marketing Solutions, an insurance marketing organization. He also works as the Life & LTC Director for Darcy Smith's Amerilife office and provides life, LTC, and annuity sales to individual clients. Brookstone Capital Management provides fee-based asset management and financial planning services to a broad client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers a variety of investment strategies through its turnkey management platform and wrap-fee program.

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

Dennis W

ChFC®, Series 63, Series 65

Clarkston, MI

Ameritas Advisory Services, LLC

Dennis Walters is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 49 years of industry experience and has worked with Ameritas Advisory Services since 2021. Prior to this, he has been involved with Ameritas Life Insurance Corp., Ameritas Investment Corp., and has operated Walters Financial Group since 1988. Walters also serves as president of DC Walters & Associates, a real estate business. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services delivered through affiliated representatives, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
user avatar
firm logo

Steven R

Series 63, Series 65

Burton, MI

Money Concepts Capital Corp

Steven Rainey is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Money Concepts Capital Corp since 2000 and has operated MCLR Financial Inc., an accounting and income tax preparation business, since 1986. Rainey also serves as a board member of the Michigan Society of Enrolled Agents. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a mix of model portfolios, advisor-designed portfolios, and third-party sub-advisers, offering both discretionary and non-discretionary account structures.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar
firm logo

Brian R

Series 63, Series 66

Auburn Hills, MI

Centaurus Financial, Inc.

Brian Rener is a financial advisor at Centaurus Financial, Inc. in Auburn Hills, Michigan, holding Series 63 and Series 66 licenses with 38 years of industry experience. He has been with Centaurus Financial since 2002. Outside of his advisory role, Rener is the owner of BJR Financial Inc., where he manages overall business operations. Centaurus Financial, Inc. serves a broad client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform, employing various analytical approaches and providing both discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
user avatar
firm logo

Jeremiah M

Series 63, Series 66

Davison, MI

Hantz financial Services, Inc.

Jeremiah Morell is a financial advisor at Hantz Financial Services, Inc. in Davison, MI, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Hantz Financial Services since 2002. 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 complemented by separately managed accounts, unified managed account solutions, and offers a range of fiduciary and advisory services supported by affiliated banking, tax, and consulting businesses.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Steven H

Series 66

Burton, MI

The huntington Investment company

Steven Hartman is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and 18 years of industry experience. His prior firms include Ameriprise Financial Services, LLC and CUNA Brokerage Services, INC. He serves as Board Member President of the Hidden Lake Condominium Association, a volunteer role focused on community maintenance and quality of life improvements. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and business entities. The firm employs an open-architecture investment model combining third-party and proprietary portfolio strategies, offering multiple wrap-fee programs through the Envestnet MAS platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar
firm logo

Laura C

Series 63, Series 65

Clarkston, MI

J. W. Cole Advisors, Inc.

Laura Clark Brown is a financial advisor at J. W. Cole Advisors, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Continuum Advisorhy, Triad Advisors LLC, and Signator Investors, Inc. Additionally, she is involved with fixed insurance as a financial planner, using life insurance and annuities when suitable for clients. J. W. Cole Advisors is a large enterprise firm serving individuals, high-net-worth clients, and institutional accounts through fee-based portfolio management, financial planning, retirement services, and third-party manager platforms. The firm offers both transaction-based and wrap fee programs and incorporates fundamental and technical analysis, digital advice, and multiple custodial platforms in its investment approach.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
user avatar
firm logo

Jeffrey W

Series 63, Series 66

Clarkston, MI

Ameritas Advisory Services, LLC

Jeffrey Walters is a financial advisor at Ameritas Advisory Services, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within the Ameritas family of companies since 2021. Outside of finance, he is the owner and operator of Jeff Walters Photography, a portrait photography business. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and customized strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
user avatar
firm logo

Nathan S

ChFC®, Series 63, Series 65

Clarkston, MI

Kestra Advisory

Nathan Sealey is a financial advisor with Kestra Advisory who holds the ChFC® designation and has 28 years of industry experience. He has worked at Kestra Advisory since 2016 and is also the owner of Brass Ring Wealth Management, Inc., where he provides investment advisory, consulting, insurance, and securities services. Additionally, Sealey is a partner at Elga Wealth Management, offering similar services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm offers fiduciary consulting, plan design, investment advice, and manages assets using multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar
firm logo

Stephen K

Series 63, Series 66

Auburn Hills, MI

Centaurus Financial, Inc.

Stephen Kremer is a financial advisor at Centaurus Financial, Inc. with 43 years of industry experience. He has been with Centaurus Financial since 1997. Outside of his advisory role, Kremer serves as a managing director at Brokerage Design and Development, where he trains registered representatives on best practices. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers a range of services such as financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
user avatar
firm logo

Timothy G

Series 66

Clarkston, MI

Kestra Advisory

Timothy Good is a Series 66 licensed financial advisor with 14 years of industry experience, currently affiliated with Kestra Advisory Services, LLC since 2016. He also operates multiple DBA entities providing investment advisory, securities, and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm provides a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving over $79 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar
firm logo

Joshua R

Series 66

Davison, MI

Hantz financial Services, Inc.

Joshua Rechsteiner is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, he worked in various roles including contracting and automotive sales. Joshua has also been involved in small business operations, such as managing a car wash. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm focuses on diversified ETF-centered model portfolios, asset allocation, and tax-aware strategies, while offering financial planning, wealth management, retirement consulting, mortgage brokerage, and insurance 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
user avatar
firm logo

Marcelo F

Series 66

Flint, MI

The huntington Investment company

Marcelo Flores is a financial advisor with The Huntington Investment Company in Flint, MI, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, and various advisory and financial services firms. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, using an open-architecture model that combines third-party and affiliate investment options.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar
firm logo

Paul R

Series 63

Clarkston, MI

Ameritas Advisory Services, LLC

Paul Robak is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and possessing 28 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has a longstanding affiliation with Walters Financial Group dating back to 1998. Outside of his advisory work, Robak coaches high school basketball at Waterford Our Lady Of The Lakes High School. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs, utilizing a combination of in-house model portfolios, third-party managers, and integrated solutions with affiliated entities.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
user avatar
firm logo

Brendan H

CFP®, Series 66

Davison, MI

Hantz financial Services, Inc.

Brendan Henige is a CFP® with six years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. since 2019. Prior to this, he held positions at Hantz Tax and Business, Nexteer Automotive, Chesaning Pools, and Delta College. Hantz Financial Services, Inc. is a multi-advisor enterprise that manages approximately $10 billion in client assets, serving individual investors, corporate clients, and retirement plan sponsors. The firm emphasizes diversified, ETF-centered model portfolios with both discretionary and non-discretionary mandates, and offers a range of services including financial planning, wealth management, and mortgage brokerage through affiliated agencies.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner 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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")