Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
26 years
Location
Wilmington, OH 45177
Equitable Advisors
Institution
Michael Graham is a Series 66-licensed financial advisor with Equitable Advisors in Wilmington, Ohio, with 26 years of industry experience. He has been with Equitable Advisors since 2000, including 20 years under its prior affiliation with AXA Advisors. Outside of his advisory role, he contributes as a freelance writer for the literary journal Sport Literate. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives using various model portfolios and third-party advisory platforms, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.
Based on Equitable Advisors
Based on Equitable Advisors
Financial planning fixed fees range from $250 to $25,000.
$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable
Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.
Wilmington, OH
1929 Rombach Avenue
Wilmington OH 45177
Advisors at this office
2
Ohio
26 years of industry experience
Equitable Advisors
2000 - Present • 26 years
New York, NY
AXA Advisors, LLC.
2000 - 2020 • 20 years
New York, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Martinsville, OH
Cochran Wealth Management LLC
Trey Cochran is the principal of Cochran Wealth Management LLC, an independent firm based in Martinsville, Ohio. He holds a Series 65 designation and recently completed a finance degree in 2025. His prior experience includes roles in education and local government. Cochran Wealth Management provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, families, high-net-worth clients, and small businesses. The firm constructs diversified portfolios using ETFs, mutual funds, and cash equivalents, applying fundamental, technical, and quantitative analysis to set strategic asset allocations with modest tactical adjustments.
Series 65
New Vienna, OH
STRATEGIC WEALTH ADVISORS GROUP, Inc.
Charles Eastes is a financial advisor with STRATEGIC WEALTH ADVISORS GROUP, Inc. in New Vienna, OH, holding a Series 65 designation and 17 years of industry experience. He previously worked at United Advisors America for 16 years. Eastes also serves as a Regional Director and Insurance Agent for Alliance America Corporation, a life and health insurance agency. Strategic Wealth Advisors Group provides financial planning, consulting, and discretionary investment management primarily for individual and high-net-worth clients. The firm uses independent sub-advisors for asset management and offers ERISA plan services, along with public educational seminars on investment topics.
CFP®, CFA®
Wilmington, OH
Savvy
Kyle Rudduck is a CFP® and CFA® with nine years of experience in the financial industry. He is currently with Savvy, having joined the firm in 2026. His prior roles include positions at Alterntiv Wealth, Quadrant Capital Group, Constellation Wealth Advisor, Creative Planning, and Truepoint Inc. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm customizes investment plans based on client objectives and risk tolerance, using a primarily index-based, long-term approach alongside active equity portfolios and tax-aware direct indexing, supported by technology platforms and specialized sub-adviser strategies.
Series 65
Harveysburg, OH
Advisor Share Wealth Management, LLC
John Kozak III is a financial advisor at Advisor Share Wealth Management, LLC with seven years of industry experience. He previously worked at Virtue Capital Management, LLC and has a long tenure with Kozak Financial since 2000. Outside of advisory work, he has served in public safety roles, including as a firefighter for the Cincinnati Fire Department and Chester Fire Department, and is involved with Elite Resources Team, which trains advisors to collaborate with CPAs. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm uses a platform-based approach, offering portfolio management and alternative investment options through third-party sub-advisers, with services available on discretionary or non-discretionary bases.
Series 63, Series 66
Wilmington, OH
FIFTH THIRD SECURITIES, Inc.
Jeffrey Myers is a financial advisor with Fifth Third Securities, Inc. in Wilmington, Ohio, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has been with Fifth Third Securities and its affiliated firm since 1999. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, utilizing third-party portfolio managers and various strategies such as tax-loss harvesting and direct indexing.
Series 65, Series 63
Wilmington, OH
FIFTH THIRD SECURITIES, Inc.
Adam Harris is a financial advisor with Fifth Third Securities, Inc. in Wilmington, Ohio. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Fifth Third Securities in 2023, he worked at Fifth Third Bank since 2017 and was employed by Sears Holdings from 2015 to 2018. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through advisory and brokerage services. The firm offers a range of investment programs via its Passageway Managed Account platform, utilizing both third-party portfolio managers and advisor-directed strategies.
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