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Joshua Tyler Reynolds

Advisor at Cetera — Marysville, OH Colemans Crossing Blvd

Updated today

Credentials

Series 63, Series 65

Experience

21 years

Location

Marysville, OH 43040

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,096 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Joshua Reynolds is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including PNC Investments LLC, Fifth Third Bank, The Huntington Investment Company, and Community Trust Bank. His career spans a range of financial services roles across multiple organizations. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, ERISA retirement services, and access to various manager platforms, with more than $256 billion in assets under management.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Marysville, OH Colemans Crossing Blvd

160 Colemans Crossing Blvd

Marysville OH 43040

Advisors at this office

1

Most active in

Ohio

Work history

21 years of industry experience

Cetera

2026 - Present • 1 year

Marysville, OH

Cetera Investment Services Llc

2026 - Present • 1 year

St Cloud, MN

Farmers National Bank

2026 - Present • 1 year

Marysville, OH

PNC Investments LLC

2024 - 2026 • 2 years

Dublin, OH

Fifth Third Bank

2023 - 2024 • 1 year

Marysville, OH

Fifth Third Securities

2023 - 2024 • 1 year

Marysville, OH

The Huntington Investment Company

2023 - 2024 • 1 year

Columbus, OH

Huntington Financial Advisors

2023 - 2023 • 1 year

Dublin, OH

Community Trust Bank

2010 - 2023 • 13 years

Ashland, KY

LPL FINANCIAL

2010 - 2023 • 13 years

Charlotte, NC

Community Trust Financial Services

2010 - 2023 • 13 years

Ashland, KY

PNC Wealth Management

2009 - 2010 • 1 year

Ashland, KY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Andrew F

CFP®, Series 66

Dublin, OH

Ferraro Wealth Management, LLC

Andrew Ferraro is a CFP® certificant with 17 years of industry experience. He founded Ferraro Wealth Management, LLC in 2020 after six years at Strategic Wealth Partners, Ltd. In addition to his advisory role, he operates as an independent insurance agent, focusing on life, long-term care, and annuities. Ferraro Wealth Management offers discretionary asset management, comprehensive financial planning, and retirement-plan consulting to individuals, trusts, estates, business clients, and charitable organizations. The firm combines fundamental and technical analysis with Modern Portfolio Theory to tailor investment programs and provides ERISA-focused services for qualified retirement plans, alongside public seminars and workshops.

Retirement income strategy Life insurance needs analysis Cash flow / budgeting Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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Michael S

Series 65

Columbus, OH

Steele Investment Counsel, Ltd.

Michael Steele is the sole advisor at Steele Investment Counsel, Ltd. in Columbus, Ohio, holding a Series 65 designation and bringing 37 years of industry experience. He has led Steele Investment Counsel since 2001. Steele Investment Counsel, Ltd. is an independent, state-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm provides discretionary portfolio management combining fundamental and technical analysis across various strategies while restricting the use of short sales, margin, and option writing, and it emphasizes institutional-level service despite its solo-advisor structure.

Active portfolio management
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Michael S

Series 65

Dublin, OH

Alaminos Wealth Planning

Michael Sommer is the Principal and sole advisor at Alaminos Wealth Planning in Dublin, Ohio. He holds a Series 65 designation and has prior experience at Protiviti, Vaco LLC, Lowe's Home Centers LLC, and The Scotts Company LLC. Additionally, he is the principal of Perugia Insights LLC, an independent corporate finance consulting firm. Alaminos Wealth Planning provides investment management, financial planning, and targeted financial analyses to individuals and high-net-worth clients. The firm also offers educational seminars to small businesses, corporations, and nonprofits, employing a personalized investment approach that combines fundamental and cyclical analysis with modern portfolio theory.

Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Equity Recipients (RS/RSU, SOP, ESPP) Tax strategies for small businesses
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Alexander S

Series 65

Powell, OH

Fauchard Investments

Alexander Shoker is the principal of Fauchard Investments and holds a Series 65 designation with five years of industry experience. Prior to founding Fauchard Investments, he worked at Shoker Investment Counsel, Inc. and IHS Markit. Outside of advising, he is involved in technology and data businesses through Lapidary, LLC and Graunt, Inc. Fauchard Investments serves dentists, dental specialists, and their families by providing discretionary investment management, financial planning, and practice-level financial guidance. The firm focuses on long-term, diversified portfolio management tailored to client-specific needs and offers specialized services related to dental practice financial matters, including valuation and compensation analysis.

Income planning Retirement withdrawal strategies Debt management Options & derivatives strategies Business ownership considerations Dentist
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Scott D

Series 65

Plain City, OH

Darby Creek Financial Advisors LLC

Scott Donnelly is a financial advisor at Darby Creek Financial Advisors LLC with a Series 65 license and one year of industry experience. Prior to his current role, he worked at Cardinal Health from 2016 to 2025 and spent a year at Michigan State University. Darby Creek Financial Advisors LLC provides financial planning, consulting, discretionary portfolio management, and donor-advised fund investment services to individuals, high-net-worth clients, and business entities. The firm’s investment approach is based on risk tolerance and time horizon, primarily using ETFs and mutual funds, with services delivered through the Charles Schwab Advisor Services platform.

Tax-loss harvesting

Shawn B

CFP®

Dublin, OH

Columbus Street Wealth Management, LLC

At Columbus Street Wealth Management, we're more than just advisors; we are true fiduciaries and partners with our clients in their journey. Our commitment goes beyond transactions – we forge deep, lasting relationships, ensuring every piece of advice is tailored to your unique life journey or goals. Our transparent, flat-fee structure underscores our commitment to your best interests. Comprehensive guidance and synchronized strategies are tailored to your financial goals and values, regardless of complexity. Our expertise extends across all facets of wealth management: retirement and tax planning, insurance, college funding, estate planning, wealth transfer, and philanthropy. Your portfolio is customized to your preference for risk in coordination with your wealth goals. With Charles Schwab as our custodian, we provide low-cost, globally diversified portfolio management in traditional asset classes and alternative investments. Are you ready for a profoundly different client experience? • Retirement Income Planning • Social Security Optimization • Tax Planning • Investment Management • Risk Management • College Planning • Employer Benefits Planning • Equity Compensation • Estate Planning • Small Business Planning • Socially Responsible Investing • Charitable Giving • Wealth Transfer My wife, Susan, and I reside in Grove City, Ohio, with our two children, Brady and Carter. Our leisure time is spent watching our sons play competitive lacrosse and tennis, golfing as a family, and visiting and hiking our scenic National Parks.

General retirement planning Retirement income strategy Income planning Executive Mid-Career Professionals Gen X (Born 1965-1980)
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