Advisors at this firm
Bahiya F
Series 63, Series 65
Dearborn, MI
MPM Wealth Advisors
Bahiya Fawaz is a financial advisor at MPM Wealth Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has operated her own CPA firm, Alpha Tax Accounting and Tax Service, since 2000, providing tax and advisory services. Fawaz has been with MPM Wealth Advisors since 2004. MPM Wealth Advisors is an SEC-registered investment adviser serving individual clients, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm follows a Modern Portfolio Theory-based investment approach emphasizing diversified allocations across asset classes, using low-expense mutual funds, ETFs, and variable annuity subaccounts.
Steven B
Series 63, Series 65
Southfield, MI
MPM Wealth Advisors
Steven Bernier is a financial advisor with MPM Wealth Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at MPM Wealth Advisors since 2006 and was previously with Purshe Kaplan Sterling Investments. Bernier is also a licensed independent insurance agent. MPM Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm employs a Modern Portfolio Theory-based approach with diversified allocations across multiple asset classes, offering both discretionary and non-discretionary management, model portfolios, and a range of financial planning and consulting services.
Gabriel T
CFA®, Series 63
West Lake Hills, TX
MPM Wealth Advisors
Gabriel Thornhill is a CFA® charterholder with 19 years of industry experience. He has been with MPM Wealth Advisors since 2015. Thornhill serves as a board member for Austin Trust Company. MPM Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm’s investment approach uses Modern Portfolio Theory with diversified allocations across multiple asset classes, employing low-expense mutual funds, ETFs, and variable annuity subaccounts.
Erin B
Series 63, Series 65
Lancaster, OH
MPM Wealth Advisors
Erin Barnhart is a financial advisor with MPM Wealth Advisors in Lancaster, Ohio, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with MPM Wealth Advisors since 2004. Outside of her advisory role, Barnhart coaches swimming at Ohio State University. MPM Wealth Advisors is an SEC-registered firm serving individual clients, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified allocations across multiple asset classes using low-expense funds and model portfolios guided by client suitability profiles.
Matthew L
CFP®, PFS™, Series 65
Grand Rapids, MI
MPM Wealth Advisors
Matthew Leskovar is a CFP® and PFS™ credentialed financial advisor with 13 years of industry experience. He is currently with MPM Wealth Advisors and is also the owner and CPA of Leskovar Financial, where he provides tax and accounting services. His prior work includes roles at Doeren Mayhew and Beene Garter, LLP. MPM Wealth Advisors is an SEC-registered firm serving individual clients, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations and offers managed accounts, model portfolios, financial planning, and educational seminars.
James H
Series 65
Holland, OH
MPM Wealth Advisors
James Huntington is a Series 65-licensed advisor with MPM Wealth Advisors in Perrysburg, OH, bringing 23 years of industry experience. He has worked at MPM Wealth Advisors since 1997 and also owns and operates OBS Insurance, where he serves as an agent for various insurance companies. MPM Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified allocations across multiple asset classes using low-expense funds and model portfolios guided by client suitability profiles.
Glenn S
Series 65
Crossville, TN
MPM Wealth Advisors
Glenn Seabolt is a Series 65-licensed financial advisor with 19 years of industry experience. He has been with Modern Portfolio Management since 2005. Glenn is based in Crossville, TN, and works as part of MPM Wealth Advisors. MPM Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities. The firm employs a Modern Portfolio Theory-based approach with diversified allocations across multiple asset classes, utilizing managed accounts, model portfolios, and financial planning services delivered by a team of about 20 advisors.
Darrin C
Series 63, Series 65
Holland, OH
MPM Wealth Advisors
Darrin Critchet is a financial advisor with MPM Wealth Advisors in Fremont, Ohio, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with MPM Wealth Advisors since 2014. Outside of his advisory role, Critchet is involved in the distillery business, owning and operating Black Swamp Distillery and holding a partial ownership in Ernest Searano Distillery. MPM Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and businesses through a team of about 20 advisors. The firm uses a Modern Portfolio Theory-based approach with diversified allocations across multiple asset classes, employing low-expense mutual funds, ETFs, and variable annuity subaccounts, and offers both discretionary and non-discretionary management options.
Chelsea H
CFP®, Series 65
Chicago, IL
MPM Wealth Advisors
Chelsea Heintschel is a Certified Financial Planner (CFP®) with 10 years of industry experience. She has been with MPM Wealth Advisors in Chicago, IL since 2015. MPM Wealth Advisors is an SEC-registered investment adviser serving individual clients, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm employs a Modern Portfolio Theory-based approach, using diversified allocations across multiple asset classes and offering both discretionary and non-discretionary management alongside model portfolios and educational programs.
George D
Series 66
Holland, OH
MPM Wealth Advisors
George Damasco is a financial advisor at MPM Wealth Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with MPM Wealth Advisors since 2008. Outside of his advisory role, he is involved in several business ventures including ownership interests in party rental and pizza franchise companies. MPM Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm employs a Modern Portfolio Theory-based approach with diversified allocations across multiple asset classes, utilizing low-expense mutual funds, ETFs, and variable annuity subaccounts, and offers both discretionary and non-discretionary management options.
Ryan S
CFP®, Series 66
Holland, OH
MPM Wealth Advisors
Ryan Stoller is a CFP® with four years of industry experience, currently serving as a financial advisor at MPM Wealth Advisors. His prior roles include positions at SJS Investment Services and work in financial coaching. MPM Wealth Advisors is an SEC-registered investment adviser that serves individual clients, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes diversified allocations across multiple asset classes using primarily low-expense mutual funds, ETFs, and variable annuity subaccounts.
Bryan O
Series 63, Series 65
Holland, OH
MPM Wealth Advisors
Bryan Ohm is a financial advisor at MPM Wealth Advisors with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has been with MPM Wealth Advisors in various capacities since 1995. Outside of advising, he is a licensed independent insurance agent and has ownership interests in WS Series IX LLC and Creating Equity LLC, which includes passive income from a Marco’s Pizza investment. MPM Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm employs a Modern Portfolio Theory-based investment approach, focusing on diversified allocations using low-expense mutual funds, ETFs, and variable annuity subaccounts, and offers both discretionary and non-discretionary management options.
Sean S
Series 63, Series 65
Holland, OH
MPM Wealth Advisors
Sean Shinaberry is a financial advisor with MPM Wealth Advisors in Holland, OH, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with MPM Wealth Advisors since 2002. Outside of advising, he is a licensed insurance agent and has ownership interests in a farm leasing business, residential rental properties, and a passive investment in a Marco's Pizza franchise. MPM Wealth Advisors is an SEC-registered firm serving individual clients, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations using low-expense mutual funds, ETFs, and variable annuity subaccounts, offering both discretionary and non-discretionary management alongside model portfolio programs and financial planning services.
Stephen M
CFP®, Series 66
Miramar Beach, FL
MPM Wealth Advisors
Stephen Myler is a CFP® with 23 years of industry experience, currently serving at MPM Wealth Advisors in Miramar Beach, FL. He has been affiliated with MPM Wealth Advisors and Zeiders Enterprises since 2013 and operates a financial planning sole proprietorship, Myler Financial, since 2010. Outside of financial advising, he provides counseling to military families on financial readiness through Zeiders Enterprises. MPM Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations and offers managed accounts, model portfolios, financial planning, consulting, and educational services.
Craig H
Series 63, Series 65
Naples, FL
MPM Wealth Advisors
Craig Huntington is a financial advisor at MPM Wealth Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for SJS Investment Consulting, Inc. for 10 years before joining MPM Wealth Advisors in 2022. MPM Wealth Advisors is an SEC-registered investment adviser serving individual clients, retirement plans, trusts, estates, and business entities. The firm employs a diversified investment approach based on Modern Portfolio Theory, utilizing managed accounts, model portfolios, and financial planning services through a team of about 20 advisors.