Top values-based investing financial advisors in Monroe, MI

Ronald Brant is a financial advisor at LPL Financial with 43 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LPL Financial in 2024, he worked for Lincoln Financial Securities Corporation and Lincoln Financial Group from 1985 through 2024. Outside of advisory services, he owns and operates an insurance agency focused on life and annuity products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by proprietary and third-party research.

Anthony Harwood is a financial advisor at Harwood Investment Strategies, L.L.C. with eight years of industry experience. He has been with Harwood Investment Strategies since 2017 and holds a Series 65 designation. Prior to his advisory role, he worked at HCR-ManorCare from 2008 to 2017. Harwood Investment Strategies provides investment advisory and portfolio management services to individuals, families, trusts, estates, business entities, and non-profit organizations. The firm serves both retail clients and institutional plan sponsors, offering discretionary and non-discretionary management as well as support for employer-sponsored retirement plans, with an investment approach that combines fundamental analysis and quantitative measures along a generally long-term, value-oriented bias.

Jody Myers is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 16 years of industry experience. She has worked at Cetera Investment Services LLC and Cetera Investment Advisors LLC since 2019 and previously worked at Monroe Bank & Trust and LPL Financial. Outside of advising, she is a 50% owner and manager of JS3 FARMS, LLC, which holds vacant land for future farm use. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm operates a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Monica Wagner is a CFP® professional with 16 years of experience in the financial industry. She has been with Edward Jones since 2010. Outside of her advisory role, she holds land in Temperance, Michigan, intended for building a primary residence within the next few years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Seth Longton is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2009. Outside of his advisory role, he manages a non-investment-related rental property. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees, employing algorithm-driven portfolio strategies with mutual funds and ETFs.

Tucker Horsley is a CFP® and Series 65-registered advisor with three years of industry experience. He currently works at Mariner in Sarasota, FL, where he has been since 2021. Horsley previously served as an advisor at Allegiant Private Advisors and was involved with Lucky-U Cycles for five years. He is a board member of the nonprofit Take Stock in Children of Sarasota County. Mariner serves a diverse client base with services including investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by an internal team and third-party managers, along with specialized tax, accounting, and family office services.

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

Nicholas Stecklein is a CFP®-designated financial advisor with six years of industry experience. He is currently affiliated with Telos Partners LLC and has previously worked at firms including DFPG Investments, Diversify Wealth Management, and North Capital Investment Technology. Outside of investment advising, he provides tax preparation services through Advantage Tax and Planning. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets for about 65 clients. The firm employs multiple proprietary, long-term, growth-oriented strategies that integrate equities, fixed income, and selective funds, with options for ESG and impact screening, and offers family-office consulting as well as educational seminars.

Andrew Halbrook is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for the City of Ruston for nine years. Outside of his advisory role, he co-manages a family-owned LLC involved in rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,700 financial advisors.

Peter Hughes is a CFA® charterholder and Series 63 licensee with six years of industry experience. He is currently an advisor at Telos Partners LLC and has previously worked at Forrest Financial Partners LLC and Evolve Investing LLC. Outside of his advisory role, he owns separate consulting and coaching businesses focused on company valuation, business improvement, and personal performance coaching. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets across about 65 client relationships. The firm offers tailored investment management, financial planning, family-office consulting, and educational seminars, employing primarily long-term, growth-oriented strategies with ESG considerations when requested.