Top retirement plans for business owners (SEP, solo 401k) financial advisors in Escanaba, MI

James Mcneil is an Investment Adviser Representative with Delta Financial, Inc. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Delta Financial, Mr. Mcneil worked as the City Manager for the City of Escanaba, Michigan, a role focused on municipal government administration. He will transition to dedicating full time to his advisory duties at Delta Financial in mid-2026. Delta Financial, Inc. is a small, owner-operated investment adviser offering discretionary asset management, financial planning, and retirement-plan services. The firm applies a value-oriented, long-term investment approach combined with tactical asset allocation and serves clients including plan sponsors, participants, and institutional entities.

Lorne Davey Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he spent 18 years with ALtria Group Distribution Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wyatt Eisenberger is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 credentials and eight years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2018. Outside of his advisory role, he is co-owner of Marquette Ambition LLC, which manages a commercial building with leased space. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers combined planning and managed-account services under a consolidated billing option called “WealthPlan.”

Alexander De Haan is a financial advisor with Cetera, holding a Series 66 credential and eight years of industry experience. He has worked at Cetera and affiliated entities since 2021 and previously at Voya Financial Advisors and First Bank Upper Michigan. Outside of his advisory role, De Haan serves on the finance committee of the First Presbyterian Church of Escanaba and holds board positions with the OSF St. Francis Foundation and the Escanaba Rotary Trust Board. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with diverse program structures and custodial relationships.

Melissa Silta is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones and Wells Fargo Clearing. Silta also owns an independent brokerage practice, Silta Wealth Strategies of Lehto Private Wealth Management, based in Escanaba, MI. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo’s research and planning tools to develop tailored recommendations.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Taylor Reed is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Atlas Capital Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, managing both discretionary and non-discretionary accounts across diverse portfolio strategies.