Overwhelmed by options?
Answer a few questions to see advisors matched to you.
441 advisors near
48045
within the area shown on the map
Out of 400,000+ nationwide
Laura M
Series 63, Series 65
Macomb Township, MI
Citizens securities, Inc.
Laura Mitten is a financial advisor with Citizens Securities, Inc. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Her previous roles include positions at Thrivent Investment Management, Thrivent Financial, Raymond James & Associates, and Charles Schwab Co., Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.
Julie Z
Series 63, Series 66
Chesterfield, MI
FIFTH THIRD SECURITIES, Inc.
Julie Zobeck is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Marine City, MI, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has been with FIFTH THIRD SECURITIES since 2001. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, along with features such as direct indexing and an optional tax-overlay service.
Daniel A
Series 66
Grosse Pointe Farms, MI
Integrity Alliance, LLC
Daniel Arreola is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Brokers International Financial Services since 2018, following a year at Lincoln Financial Advisors and two years as a self-employed business owner at Arreola Agency, Inc. Outside of advising, he owns and operates HEC Cares Insurance Agency, offering accident and health, Medicare, and traditional life insurance. Integrity Alliance serves a diverse clientele including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various investment strategies and custodial platforms.
Jaclyn S
Series 66
Clinton Twp, MI
FIFTH THIRD SECURITIES, Inc.
Jaclyn Stark Mullica is a Series 66-credentialed financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience. She has held positions at Ameriprise Financial Services, Citizens Securities, Citizens Bank, and PNC Investments. Mullica is also a financial advisor with Comerica Financial Advisors. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining third-party portfolio management with advisor-directed strategies.
Kathryn A
Series 63, Series 65
Washington, MI
The huntington Investment company
Kathryn Antishin is a financial advisor at The Huntington Investment Company with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Huntington since 2010. Prior to that, she was affiliated with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and proprietary private bank models, offering various wrap-fee programs primarily on the Envestnet platform.
Steven C
Series 66
Washington Township, MI
Empower Advisory Group
Steven Cirenese is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds a Series 66 designation and has worked with Gwfs Equities, Inc., MML Distributors, LLC, and Massachusetts Mutual Life Insurance Company. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
Paul L
Series 66
Clinton Township, MI
Hantz financial Services, Inc.
Paul La Baere is a financial advisor at Hantz Financial Services, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at Hantz since 2018. Prior to his current role, he was employed at Soaring Eagle Casino & Resort and Jets Pizza, and spent five years at Central Michigan University. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer that serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm focuses on diversified, ETF-centered model portfolios, asset allocation, and rebalancing, while providing a range of services including financial planning, wealth management, retirement consulting, mortgage brokerage, and insurance through affiliated agencies.
Anthony B
Series 66
Clinton Township, MI
First Command Advisory Services
Anthony Bloink is a financial advisor with First Command Advisory Services, holding a Series 66 designation and nine years of industry experience. He has been with First Command in various capacities since 2016, including roles at affiliated entities such as First Command Insurance Services and First Command Financial Planning. Prior to his financial career, he worked for Richmond Community Schools for 16 years. Outside of his advisory work, he owns a small rental property business. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate clients, and charitable organizations, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor model portfolios with discretionary authority under Investment Management Agreements.
Jamie U
Series 63, Series 65
Clinton Township, MI
Hantz financial Services, Inc.
Jamie Urbanski is a financial advisor at Hantz Financial Services, Inc. with 28 years of industry experience. He has been with Hantz Financial Services since 1999 and holds Series 63 and Series 65 licenses. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm focuses on model-driven ETF strategies complemented by separately managed accounts and unified managed account solutions, and offers a broad range of financial planning, wealth management, and fiduciary services.
Joshua S
CFP®, Series 63, Series 65
Chesterfield, MI
The huntington Investment company
Joshua Stros is a CFP® with 11 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. He has been with Huntington in various capacities since 2015 and also has experience with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm sponsors multiple wrap-fee programs on the Envestnet MAS platform and employs an open-architecture model that integrates third-party sub-managers with proprietary Private Bank models.
Timothy M
Series 63, Series 65
Grosse Pointe Woods, MI
GWN Securities Inc.
Timothy Madigan is a financial advisor with GWN Securities Inc. in Grosse Pointe Woods, MI. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Equities Corporation. He is also involved in life insurance services through Lakeshore Wealth Management, where he assesses client insurance needs and delivers quotes. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm uses a combination of affiliated and unaffiliated sub-advisers and employs both strategic asset allocation and tactical market-timing approaches in its portfolios.
Scott D
Series 63, Series 66
Clinton Township, MI
The huntington Investment company
Scott Debbs is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior work includes roles at Ameriprise and Northwestern Mutual. Outside of his advisory work, he serves as a slot receiver coach for the Eisenhower High School varsity football team. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm uses an open-architecture investment model combining third-party and proprietary strategies, with advisory programs largely offered on a wrap-fee basis.
Scott L
Series 63, Series 66
Clinton Township, MI
Commonwealth Financial Network
Scott Luther is a financial advisor at Commonwealth Financial Network with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Lexington Financial and Commonwealth Financial Network since 2001. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services and providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.
Michael G
Series 66
Fraser, MI
PNC Wealth Management
Michael Gaches is a financial advisor at PNC Wealth Management with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Enterprise and The Prudential Insurance Company of America. Outside of finance, he has experience in medical equipment and pain management services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation only to employees with PNC Bank online credentials. The firm employs algorithm-driven portfolio strategies managed by PNC and third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.
Keegan R
Series 63, Series 65
Shelby Township, MI
The huntington Investment company
Keegan Raleigh is a financial advisor with The Huntington Investment Company in Shelby Township, MI, holding Series 63 and Series 65 registrations and 18 years of industry experience. He has been with The Huntington Investment Company since 2008 and also worked at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party sub-managers and proprietary private bank portfolios.
Molly G
Series 63, Series 65
Grosse Pointe Woods, MI
The huntington Investment company
Molly Gardner is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and having eight years of industry experience. Her career includes roles at Ameriprise Financial Services, LLC and Huntington National Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party sub-managers and proprietary private bank models, offering multiple wrap-fee programs through the Envestnet MAS platform.
Melissa F
Series 63, Series 66
Gross Pointe Farms, MI
Farther
Melissa Fradenburg is a financial advisor at Farther with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Antonelli Financial Advisors, Stephens Consulting, and Raymond James Financial Services. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, using proprietary model portfolios with algorithmic rebalancing and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools under internal review.
Donald A
Series 63, Series 65
Grosse Pointe Woods, MI
FIFTH THIRD SECURITIES, Inc.
Donald Accardo Jr. is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise from 2023 to 2026 and Comerica Securities, Inc. from 2013 to 2023. He also supervises Client Service Associates in a retail capacity at Comerica. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs via the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing access to multiple investment strategies including mutual funds, ETFs, SMAs, and tax-optimized portfolios.
Edward M
Series 63, Series 66
Grosse Pointe Farms, MI
Principal Financial Services
Edward Mcdermott Jr. is a financial advisor with Principal Financial Services who holds Series 63 and Series 66 designations and has 33 years of industry experience. He has been with Principal Securities since 1998 and with Principal Life Insurance Co. since 1991. Outside of his advisory role, he serves as a board member and finance committee member for The Grosse Pointe Academy, a private school serving kindergarten through eighth grade. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, utilizing both adviser and promoter arrangements.
Anthony C
Series 65, Series 63
Utica, MI
Commonwealth Financial Network
Anthony Calibeo is a financial advisor with Commonwealth Financial Network in Utica, Michigan, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Commonwealth in 2019, he worked at Deloitte and Touche, LLP for four years. He is also the owner and president of Calibeo Financial Group, Inc., a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad platform that includes discretionary and nondiscretionary managed account programs, access to third-party asset managers, and various investment options, providing comprehensive support for advisors and their clients.
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 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")
Finding advisors...
441 advisors near
48045
within the area shown on the map
Out of 400,000+ nationwide