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Adam D
Verified by Warmer
Series 66, Series 7
Milan, MI
Cetera
Adam Du Bois is a financial advisor at Cetera with a Series 66 designation and one year of experience in the industry. Outside of advising, he is involved with MoldPro and Caballero Financial Advisory. Adam graduated Magna Cum Laude from Eastern Michigan University, where he studied Business Administration. Cetera Investment Advisers LLC serves a diverse client base, including individuals, corporations, retirement plans, and institutions, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement plan services, utilizing multiple investment platforms and third-party managers.
Dennis C
Series 65
Manchester, MI
Diversified Consumer Planning
Dennis Crawford is a financial advisor at Diversified Consumer Planning LLC in Manchester, MI, holding a Series 65 designation with 14 years of industry experience. He has been with Diversified Consumer Planning LLC since 1988. Diversified Consumer Planning LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations, including specialized service for active-duty and veteran submariners, finance professionals, and technology-oriented clients. The firm uses a data-centric investment process that combines AI and machine-learning models with fundamental, technical, and quantitative analysis to support active management and weekly portfolio reviews.
Dillon S
CFP®
Saline, MI
Foresight Capital Management Advisors, Inc.
Dillon Schroeder is a CFP® affiliated with Foresight Capital Management Advisors, Inc. He has three years of industry experience and has worked at Foresight since 2020. Prior to joining the firm, he held roles at Eastern Michigan University and Bedford Hills Golf Course. Foresight Capital Management Advisors, Inc. serves defined contribution plans, endowments, high-net-worth, and individual clients, managing approximately $350 million in assets with a three-advisor team. The firm provides investment management, consulting, and retirement plan services, specializing in institutional clients such as public school retirement plans and consortiums like the Michigan Retirement Investment Consortium.
Laurie S
CFP®, PFS™
Saline, MI
Foresight Capital Management Advisors, Inc.
Laurie Stegenga is a CFP® and PFS™ with 16 years of industry experience. She has been with Foresight Capital Management Advisors, Inc. since 2008. Foresight Capital Management Advisors, Inc. provides investment management, consulting, financial planning, and retirement plan advisory services to institutional clients and high net worth individuals. The firm emphasizes retirement plan participant education and combines model portfolios with manager-of-managers analysis in its advisory approach.
Patrick C
CFP®
Saline, MI
Foresight Capital Management Advisors, Inc.
Patrick Carney is a CFP® professional at Foresight Capital Management Advisors, Inc. with six years at the firm and a total of five years in the financial industry. Prior to his current role, he was involved with Bandits Goalie School for four years. Foresight Capital Management Advisors serves defined contribution plans, endowments, institutional clients, high-net-worth individuals, and others, managing approximately $350 million in assets. The firm focuses on discretionary manager selection, investment consulting, and retirement plan management, with notable involvement in public school retirement plans and consortium work such as the Michigan Retirement Investment Consortium.
Jeffrey C
Series 66
Adrian, MI
Fairway Investment Group, LLC
Jeffrey Condon is a Series 66 licensed advisor with six years of industry experience, currently serving at Fairway Investment Group, LLC. His prior roles include positions at Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory work, he assists as a track timer for Adrian Public Schools during the track season. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, operating largely on a non-discretionary basis with tailored recommendations based on fundamental, technical, and cyclical analysis.
Michael C
ChFC®, Series 65
Saline, MI
Altitude Capital Management LLC
Michael Cooley is a financial advisor at Altitude Capital Management LLC with the ChFC® designation and two years of industry experience. His prior roles include positions at Whitney & Associates, Forthright Capital Partners, and RidgeBrooke Retirement Planning. Outside of advising, he is also licensed as an insurance agent and dedicates part of his time to insurance sales. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers tailored portfolio management and consulting services with an emphasis on individualized strategies based on client goals, risk tolerance, and time horizon.
Christopher M
CFP®, Series 66
Saline, MI
Avantax Planning Partners, Inc.
Christopher Michalak is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Avantax Planning Partners, Inc. and has held roles at various related firms including Cetera Wealth Services and Avantax Advisory Services. Michalak serves as a board member of CARES and is involved in local government budgeting and strategic planning through the City of Saline's LDFA Committee. He is also president of Capstone Tax & Financial, Inc., where he oversees tax preparation and accounting operations. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and advisors. The firm manages assets for individuals, pension plans, and charitable organizations, utilizing tax-intelligent strategies and discretionary account management.
Jeremiah J
CFP®, Series 63, Series 65, Series 66
Saline, MI
Wealthcare Advisory Partners LLC
Jeremiah Johnson is a CERTIFIED FINANCIAL PLANNER™ with 29 years of industry experience. He has been with Wealthcare Advisory Partners LLC since 2016 and previously worked at LPL Financial. Beyond his advisory role, he is involved with the Raisin Charter Township and the Saline Area Chamber of Commerce. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates patented Wealthcare software and behavioral economics, utilizing both passive and active investment strategies alongside proprietary quantitative metrics.
David L
Series 63, Series 66
Adrian, MI
Creative Financial Designs, Inc.
David Lolley is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He worked for Lincoln Financial Securities Corporation for 15 years and has operated Lolley Financial since 2001. In addition to his advisory roles, he manages marketing and operations for Lolley Wealth Management, a business supporting insurance and investment sales. Creative Financial Designs serves individual, charitable, corporate, and employer retirement plan clients with discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.
Lynette S
Series 63, Series 65
Adrian, MI
Packerland Brokerage Services, Inc.
Lynette Sayler is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Packerland since 2021 and also serves as president of Sayler's Accounting & Tax Spec, Inc., a company she founded in 1990. Additionally, she is a board member of the Lenawee County Mission-Prospectives, a nonprofit organization. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms, combining brokerage and advisory services to meet client needs.
Matthew B
ChFC®, Series 63
Tecumseh, MI
Hantz financial Services, Inc.
Matthew Babcock is a financial advisor at Hantz Financial Services, Inc. in Tecumseh, MI, holding the ChFC® and Series 63 designations with 35 years of industry experience. He has been with Hantz Financial Services since 1999. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services supported by expanded implementation capabilities and affiliated businesses.
Andrew D
Series 63, Series 65
Tecumseh, MI
Hantz financial Services, Inc.
Andrew Dowding is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Hantz Financial Services in 2021, he worked at Alro and held roles at Quicken Loans and Wayne State University. Hantz Financial Services, Inc. is a multi-advisor enterprise managing approximately $10 billion in client assets. The firm serves individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors, offering diversified, ETF-centered portfolios alongside financial planning, wealth management, and retirement consulting services.
Joseph H
Series 66
Adrian, MI
Key Investment Services LLC
Joseph Hart is a financial advisor at Key Investment Services LLC with 15 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2014. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee and model portfolio offerings, separately managed accounts, and unified managed accounts. The firm emphasizes client direction in investment strategy selection and provides due diligence, oversight, and access to third-party discretionary managers.
Christopher R
Series 66
Tecumseh, MI
Hantz financial Services, Inc.
Christopher Riddick is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 credential and has one year of industry experience. His prior work includes roles at Ottawa Park Golf Course, Boaters Choice, and the University of Toledo. 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—including high-net-worth and non-HNW clients—as well as corporate and retirement plan sponsors, offering diversified, ETF-centered model portfolios alongside a range of financial planning, wealth management, and retirement consulting services.
Brady B
CFP®, ChFC®, Series 63, Series 65
Tecumseh, MI
Hantz financial Services, Inc.
Brady Burns is a CFP® and ChFC® with 19 years of industry experience, currently serving at Hantz Financial Services, Inc. since 2006. He is based in Tecumseh, MI, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Burns serves as an officer and director on the Home Owners Association Board for Garden Villas at Cherry Hill in Canton, MI. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, fiduciary, and implementation services supported by affiliated entities in banking, tax consulting, insurance, and mortgage origination.
Brandon O
Series 63, Series 66
Adrian, MI
The huntington Investment company
Brandon Ohlinger is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he spent ten years at Huntington National Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that includes third-party sub-managers and proprietary private bank portfolios.
Amanda C
Series 63, Series 65
Tecumseh, MI
The huntington Investment company
Amanda Cravens is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and having six years of industry experience. Her work history includes roles at Ameriprise and Huntington National Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach that integrates third-party and proprietary model portfolios through multiple wrap-fee programs on the Envestnet MAS platform.
Collin K
Series 66
Tecumseh, MI
Hantz financial Services, Inc.
Collin Korte is a financial advisor at Hantz Financial Services, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at Hantz Group since 2018. Prior to that, he was involved with Prep Baseball Report for two years. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker‑dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm offers diversified, ETF-centered investment strategies, financial planning, and wealth management services supported by a range of affiliated financial activities, including mortgage brokerage and insurance.
Douglas B
Series 65
Tecumseh, MI
Hantz financial Services, Inc.
Douglas Blasiman is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, Michigan. He holds a Series 65 designation and has seven years of industry experience. His prior work includes employment at Clifton Larson Allen and Hantz Tax & Business. Outside of his advisory role, he provides consulting accounting services through Wolfe, LLC. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm emphasizes diversified, ETF-centered model portfolios combined with a range of financial planning, wealth management, and retirement consulting services, operating both discretionary and non-discretionary mandates.
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