Top financial advisors working with high-net-worth individuals in Midland, MI

Jason Cryderman is a Series 65-credentialed advisor with Great Lakes Investment Advisors Inc. in Midland, MI, bringing 15 years of industry experience. He has been involved in multiple related businesses, including Great Lakes Financial Freedom Group, where he serves as vice president and is active in insurance product sales, and Great Lakes Tax Advisors, which provides tax planning referrals. Great Lakes Investment Advisors offers investment consulting primarily to individual and retirement plan clients, facilitating referrals to third-party money managers rather than managing assets directly. The firm provides periodic advice on self-managed portfolios and operates with a fee-sharing model distinct from traditional AUM-based advisory practices.

Donald Smith is a ChFC® with 49 years of experience in the financial industry. He is currently with Cetera and has been associated with Cetera Advisors LLC since 2013 and Smith & Company Financial Services since 1995. Outside of his advisory work, he owns and operates a farming business in Michigan. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services, with access to both affiliated and third-party managers across multiple program structures.

David Bailey is a financial advisor at Osaic Wealth, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Ameritas Advisory Services, Ameritas Investment Corp, Ameritas Life Insurance Corp, and MML Investors Services. Bailey is also the owner of Redbridge Financial, an LLC engaged in insurance and financial services, and owns a design business, JSDB Design. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools, risk tolerance assessments, and automated rebalancing to construct portfolios that include various asset classes and managed-account solutions.

Jose Martinez II is a financial advisor with LPL Financial in Midland, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Spc and Sigma Financial Corporation from 2012 to 2019. Martinez is also involved with Halcyon Financial Group, an investment-related business operating as a DBA for his LPL activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment advisers. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and diverse investment strategies.

Matthew Lambertson II is a financial advisor at Edward Jones in Midland, MI, holding a Series 66 designation with four years of industry experience. He previously worked at Frankenmuth Credit Union for seven years before joining Edward Jones in 2022. Lambertson serves as Membership Chair for the Home Builders Association of Midland, where he organizes membership meetings and events. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.