Melis Uras Bilski

Advisor at Edward Jones — Rocky River, OH

Updated today

Credentials

CFP®, Series 66

Experience

9 years

Location

Rocky River, OH 44116-1847

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Melis Bilski is a CFP® and Series 66 licensed financial advisor at Edward Jones with nine years of industry experience. She has been with Edward Jones since 2017 and spent one year coaching gymnastics at Great Lakes Gymnastics prior to her current role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business ownership considerations Business succession planning General retirement planning Multi-generational wealth transfer Wealth management

Occupation focus

Founder/Business Owner Doctor or Medical Professional

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Rocky River, OH

19300 Detroit Rd Suite 205

Rocky River OH 44116-1847

Advisors at this office

1

Most active in

Ohio

Work history

9 years of industry experience

Edward Jones

2017 - Present • 9 years

St Louis, MO

Great Lakes Gymnastics

2016 - 2017 • 1 year

Avon Lake, OH

Disclosures

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

Business activities & affiliations

John S

Series 66

Westlake, OH

RFG Advisory, LLC

John Siuda is the founder and wealth advisor at Afia Wealth Management, a fee-based fiduciary practice based in Westlake, Ohio, and affiliated with RFG Advisory as its supervising RIA. Afia Wealth Management serves pre-retirees, business owners, executives, and high earners, offering investment management, retirement planning, tax strategy, and estate planning within a single, coordinated approach. The practice places particular emphasis on business owners preparing for an exit, helping them navigate capital gains exposure, tax-efficient sale strategies, and the transition from operating a business to living on its proceeds. As a fiduciary, Siuda builds plans designed around each client's goals rather than around product sales.

General retirement planning Wealth management Income planning Inherited wealth Early retirement planning Executive Founder/Business Owner Retired Doctor or Medical Professional Approaching retirement Retired Mid-Career Professionals Established Professionals Career Changers

Andrew L

Series 63, Series 66

Independence, OH

Eagle Strategies (NY Life)

Andrew Leeman is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH. He holds Series 7, Series 63, and Series 66 exam licenses and has eight years of industry experience. His prior roles include positions at NYLIFE Securities LLC, Dynamic Wealth Advisors. Outside of finance, he owns rental properties and Miller Muscle, LLC, an online strength and nutrition coaching business. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Wealth management Inherited wealth Multi-generational wealth transfer Disability insurance Life insurance needs analysis Founder/Business Owner Executive Doctor or Medical Professional Dentist Young Professionals HENRY (High Earners, Not Rich Yet)
user avatar

Jeffrey T

Series 63

Westlake, OH

Argo Wealth Management

Jeffrey Tock is a financial advisor at Argo Wealth Management with 40 years of industry experience. He holds a Series 63 designation and has worked at Cantella and Co., Inc. since 2009. Tock is also involved in insurance sales, focusing on fixed annuities, long-term care, term life, and non-securities insurance. Argo Wealth Management provides discretionary investment management to individuals, high-net-worth clients, and business entities, offering portfolio construction and ongoing management across a range of securities. The firm emphasizes fundamental analysis and tailored asset allocation while serving retirement and ERISA-type accounts under a fiduciary standard.

Annuities
user avatar

Carl P

Series 63

Parma, OH

Intelligent Capital Management LLC

Carl Paskert is the sole advisor at Intelligent Capital Management LLC in Parma, OH, holding a Series 63 license with 17 years of industry experience. He previously owned an insurance agency and holds current licenses for Ohio property and casualty as well as life and health insurance, though he is not actively practicing in those fields. Intelligent Capital Management provides discretionary investment management to individuals, corporate accounts, retirement accounts, trusts, and high-net-worth clients. The firm employs a long-term, tax-conscious, low-turnover approach using diversified model portfolios of ETFs and no-load mutual funds, with allocations tailored to client risk tolerance across various asset classes.

Passive / index investing Wealth management
user avatar

Michael V

Series 65

Cleveland, OH

Volition Financial Network, LLC

Michael Vitantonio is a financial advisor at Volition Financial Network, LLC in Cleveland, Ohio, holding a Series 65 credential with eight years of industry experience. He has worked at Volition Financial Network since 2019 and Capital Financial Services, Inc. since 2017. Outside of his advisory work, he provides bookkeeping services for small family businesses through Vitantonio & Associates, Inc. Volition Financial Network, LLC offers discretionary portfolio management and investment consulting to individuals, trusts, estates, pension, and charitable clients. The firm employs a combination of fundamental and technical analysis and utilizes both in-house and third-party model portfolio strategies.

Active portfolio management
user avatar

Martin J

Series 63, Series 65

Brecksville, OH

Jaras Financial Services, Inc.

Martin Jaras is the principal of Jaras Financial Services, Inc. in Brecksville, Ohio, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various capacities including investment advisory, insurance sales, and business consulting. Outside of financial services, he operates Dirt Wranglers, LLC, a small local equipment business. Jaras Financial Services primarily serves individual investors along with retirement plans, corporate entities, and charitable organizations. The firm offers asset management, financial planning, and retirement-plan administration, managing portfolios on both discretionary and non-discretionary bases using fundamental and technical analysis.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")