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
CFP®, Series 66
Experience Industry experience
22 years
Location
Painesville, OH
Dynamic
Multi-team
Ryan Olds is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Dynamic since 2020. His prior roles include positions at Commonwealth Financial Network and Securities America Advisors. He is also involved in fixed insurance sales. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, and advisory services. The firm emphasizes a long-term, client-specific investment approach and provides extensive support to other advisers through technology, research, and operational services.
Based on Dynamic
Based on Dynamic
Fixed fees for financial planning projects may range from $1,000 to $50,000 depending on complexity.
$0+: Up to 2.25% annually, fees vary depending on type and complexity of strategy and account size; generally, larger accounts may have lower fees N/A - N/A: Fees may be negotiated and vary by Financial Adviser; some accounts may be charged higher fees due to complexity or active trading needs
Certain Financial Advisers are licensed to sell insurance products and receive commissions; Dynamic does not receive commissions.
Financial Planning hourly rates generally range from $150 to $500 per hour.
Retainer financial planning fees generally range from $1,000 to $20,000 per year, billed monthly or quarterly.
Minimum fee: Some Financial Advisers establish minimum Fees, which can result in total fees exceeding 2.25% annually depending on account size and minimum fee amount. Fee-only: Investment Advisory Fees generally up to 2.25% annually, may include minimum fees; Financial Planning fees range from $150 to $500 per hour or fixed fees from $1,000 to $50,000 per project; Retainer fees generally range from $1,000 to $20,000 per year.
Painesville, OH
Painesville OH
Advisors at this office
1
Ohio
22 years of industry experience
DYNAMIC WEALTH ADVISORS dba RIDGEVALE FINANCIAL PLANNING
2020 - Present • 6 years
Phoenix, AZ
Commonwealth Financial Network
2017 - 2020 • 3 years
Waltham, MA
Securities America Advisors, Inc
2010 - 2017 • 7 years
Cleveland, OH
Securities America, Inc
2010 - 2017 • 7 years
Mayfield Heights, OH
Rea Wealth Management
2007 - 2010 • 3 years
Mentor, OH
Commonwealth Financial Network
2006 - 2010 • 4 years
OH
1st Global Advisors Inc
2006 - 2006 • 1 year
Willoughby Hills, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
CFP®
Concord, OH
Zenith Investments
Bradford Lohiser is a CFP® professional with 26 years of industry experience. He has been with Bullington Capital Management, LLC since 2009 and also serves as president and Investment Adviser Representative of Lohiser Investment Management, Inc. Prior to Bullington, he was associated with Zenith Investments. Bullington Capital Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a suitability-driven process, using fundamental and technical analysis along with a mix of long- and short-term trading strategies.
Series 63
Mentor-On-The-Lake, OH
Valiance Group
Edmund Burke is a financial advisor at Valiance Group LLC with 12 years of industry experience. He holds a Series 63 designation and has been with Valiance Group since 2013. Valiance Group is a state-registered investment adviser serving individuals, families, and businesses, offering portfolio management and ERISA-compliant retirement plan consulting. The firm develops customized portfolios using an analytics module and collaborates with third-party service providers and sub-managers to implement and monitor investment strategies.
CFP®, Series 63, Series 66
Mentor, OH
McLean Financial Planning and Investment Management
Marc Mc Lean is a CFP® certificant with 16 years of industry experience. He is the president of McLean Financial Planning and Investment Management, where he has worked since 2014, and also leads McLean Strategic Investments and ESD Technologies, a software development company. McLean Financial Planning and Investment Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities, providing financial planning and investment management with a focus on U.S. securities. The firm uses both fundamental and technical analysis with a long-term trading approach and manages accounts primarily on a discretionary basis while accommodating client restrictions.
ChFC®, Series 63, Series 65
Willoughby, OH
Michael G Miller
Michael Miller is the sole advisor at Michael G. Miller & Associates LLC in Willoughby, Ohio, holding the ChFC® designation with 46 years of industry experience. His prior roles include positions at OSAIC Wealth, Inc., Royal Alliance Associates, Inc., and Signator Investors, Inc., with a longstanding history operating his own firm since 1986. Michael G. Miller & Associates LLC provides financial planning and investment advice to individuals, trusts, estates, and pension or profit-sharing plans through a consultative process without discretionary portfolio management. The firm combines advisory services with brokerage and insurance activities, emphasizing technical investment analysis and offering fees on an hourly or fixed retainer basis.
Series 65
Mentor, OH
Dffa, Llc
John Forbes is a financial advisor at DFFA, LLC with 25 years of industry experience. He holds a Series 65 designation and has served as a partner at HW&Co., a non-investment related CPA firm, for over a decade. Forbes was also a principal at Deimling Forbes Financial Advisors, Inc. from 2001 to 2016. DFFA, LLC operates as a co-adviser alongside an SEC-registered investment adviser, providing services to retirement plan sponsors, trusts, and high-net-worth households. The firm focuses on financial planning, fiduciary retirement plan consulting, trustee support, and independent manager selection, while asset management and trading are delegated to its co-adviser and third-party managers.
CFA®
Waite Hill, OH
International Management Advisors Ltd.
Kurt Schoeppler is a CFA® charterholder and the sole advisor at International Management Advisors Ltd., where he has worked since 2006. He has 10 years of industry experience. International Management Advisors Ltd. provides discretionary investment management along with personalized financial planning and a range of accounting services, including tax planning and preparation. The firm serves a small client base primarily composed of sports and entertainment professionals, managing approximately $103 million in assets with a generally passive investment approach tailored to individual objectives and risk tolerances.
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)