Flat-fee, roth conversion strategy financial advisors in Southfield, MI

Carl Bradley Jr. is a financial advisor at Wittenberg Investments Inc. with one year of industry experience. He holds a Series 65 designation and has worked at the Oakland County Road Commission as an appraiser since 2011. Outside of his advisory role, he is president of Maverick Investments LLC, a real estate investment company. Wittenberg Investments Inc. provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses fundamental analysis to construct portfolios with a variety of investment vehicles and offers pension consulting with a focus on ERISA compliance.

Ari Fischman is a financial advisor with Focus Partners Wealth, LLC, holding the CFP® designation and Series 63 and 66 licenses, with 24 years of industry experience. He has held roles at several firms including Kovitz Investment Group Partners and Lion Street Financial. Outside of his advisory work, he serves on the Pension and Insurance committee for the Jewish Federation of Metro Detroit and sits on the Board of Directors for Hillel Day School, where he contributes to the endowment committee and strategic planning. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Grant Sharkey is a financial advisor at Kestra Advisory with Series 63 and Series 65 licenses and three years of industry experience. He has worked at Kestra Investment Services since 2021 and has prior experience across various roles including Extended Travel, Pharmaco, and Ulliance Inc. Sharkey is also the owner of a tax entity, Sharkey Capital LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Ruth Impastato is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and has previous experience at Kovitz Investment Group Partners, Telemus Capital, and Sentinel Benefits & Financial Group. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Gerald Malone II is a financial advisor with Advance Capital Management Inc in Southfield, MI. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, having been with Advance Capital Management and Advance Capital Services since 2000. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses an Investment Committee to guide decisions and offers services such as direct indexing, alternative investments, and crypto-related strategies.

Ryan Wyatt is a financial advisor at Wyze Wealth Advisors, LLC with 10 years of industry experience. He has previously worked at True Wealth Design, LLC, Charles Schwab Bank, Charles Schwab & Co., Inc., and The Vanguard Group, Inc. He holds Series 63 and Series 66 licenses and is also a licensed insurance agent. Wyze Wealth Advisors serves individuals, high-net-worth clients, and organizational or business entities, offering comprehensive financial planning, discretionary portfolio management, and business- and employee-benefit consulting. The firm uses an evidence-based, diversified investment approach that includes traditional and alternative investments, with many accounts managed on a discretionary basis.

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.

Terry Thomason is the sole advisor at Replica Wealth Advisors Inc in Colorado Springs, CO, holding a Series 65 designation with 12 years of industry experience. Prior to founding Replica Wealth Advisors in 2019, he worked at Gradient Advisors, LLC and Mountain Range Financial Advisors from 2014 to 2019. He also operates an affiliated insurance practice, Mountain Range Insurance Advisors, offering life insurance, Medicare, long-term care, and annuity products. Replica Wealth Advisors is an independent, single-advisor firm that provides financial planning and consulting services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes asset allocations and monitors third-party managers who execute trades, while also offering written financial plans and educational workshops.

Charleen Maune is a financial advisor at Foguth Wealth Management, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Strategic Investment Advisors, LLC and White Glove, among others. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion with a multi-advisor team. The firm focuses on discretionary portfolio management and financial planning, utilizing tailored investment plans that emphasize exchange-traded products and a mix of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Jason Holloway is a financial advisor at Ensourceful, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at Nevada Technical Associates, Inc. since 2008. Outside of finance, he is president of Hollowhead, Inc., a small business focused on virtual reality, augmented reality, and AI software. Ensourceful, Inc. provides customized investment advice and comprehensive financial planning primarily for individual retail investors. The firm emphasizes a consultative approach with fundamental security analysis and scenario-based portfolio strategies, focusing on robustness and resilience rather than solely historical-model optimization.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

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.

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.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.