Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

3 advisors near
48624

Out of 400,000+ nationwide

user avatar
firm logo

Andrew P

Series 65

Gladwin, MI

Madison Partners

Andrew Page is a Series 65-licensed financial advisor with Madison Partners in Gladwin, MI, and has 12 years of industry experience. His prior roles include positions at VERTA Consulting, LLC, Limitless Global, and YPM Interests, LLC. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions as appropriate.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Founder/Business Owner Executive
firm logo

Anna R

Series 66

Gladwin, MI

Benjamin F. Edwards & Company, Inc.

Anna Reihl is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 11 years of industry experience, including 11 years at Edward Jones before joining her current firm in 2026. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management services through discretionary and non-discretionary strategies managed internally and by third-party managers.

Retirement income strategy Divorce financial planning Retirement withdrawal strategies Wealth management Executive Founder/Business Owner
firm logo

Dana O

Series 66

Gladwin, MI

Edward Jones

Dana Ornelas is a financial advisor with Edward Jones, holding a Series 66 designation and 19 years of experience at the firm. Based in Gladwin, MI, Ornelas has focused on wealth management services within the institution category. Edward Jones serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Multi-generational wealth transfer Retired 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 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”)