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Steven Thomas

Advisor at Edward Jones

Updated today

Location

Louisville, OH 44641

Credentials

Series 66

Industry experience

13 years

About

Steven Thomas is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products through a network of more than 23,700 advisors nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

1293 California Avenue Suite B

Louisville, OH 44641

Most active in

Ohio · Texas

Work history

Edward Jones

2012 - Present (14 years)

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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Bret R

Series 66

Canton, OH

Rodgers Capital Management, LLC

Bret Rodgers is the sole advisor at Rodgers Capital Management, LLC in Canton, Ohio, holding a Series 66 designation with 14 years of industry experience. He has been with Rodgers Capital Management and NDSI since 2012. Outside of his advisory work, he is employed at NDSI as a disability aid, assisting handicapped individuals with daily activities. Rodgers Capital Management is a state-registered investment adviser offering discretionary portfolio management for pooled and employer-sponsored retirement plans, as well as individual and charitable clients. The firm employs a statistical investment process focusing on volatility correlations across various asset classes and manages portfolios with Conservative, Moderate, and Aggressive strategies using ETFs, options, and individual securities.

Options & derivatives strategies Passive / index investing
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Ryan A

Series 63, Series 66

Canton, OH

Nickelplate Financial LLC

Ryan Armstrong is a financial advisor with Nickelplate Financial LLC in Canton, Ohio, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with Nickelplate Financial since 2016 and also holds roles at Premier Bank & Trust and Cambridge Investment Research. Outside of finance, Armstrong owns and operates TrashTiger Junk Removal, a local junk removal and dumpster rental business. Nickelplate Financial provides portfolio management services to individual and high-net-worth clients, as well as retirement plan sponsors through a 3(21) adviser program. The firm’s investment approach is based on modern portfolio theory and long-term trading, focusing on aligning portfolios with clients’ risk tolerance and time horizon through regular reviews.

Wealth management Annuities
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Robert E

Series 65

North Canton, OH

FSC Advisors LLC

Robert Everett is a financial advisor at FSC Advisors LLC in North Canton, OH, holding a Series 65 designation with 11 years of industry experience. He has worked at Wall Street Financial Group since 2002 and Financial Security Center Inc since 1997. Everett also operates an affiliated tax and insurance business and is an enrolled agent licensed to provide tax preparation and insurance products. FSC Advisors LLC serves individuals, families, trusts, and select institutional clients with asset management and financial planning services. The firm uses written investment policy statements to implement client strategies, offering model portfolios or fully customized allocations with discretionary authority.

Annuities General tax planning College savings (529s, UTMA, etc.)

Ryan B

CFP®

Uniontown, OH

Hyland Wealth Management LLC

Ryan Bayonnet is a Certified Financial Planner® and founder of Hyland Wealth Management, a Fee-Only, Registered Investment Advisory firm in Green, Ohio. Ryan founded Hyland to empower professionals and families to discover and reach their life goals while building a stable financial future. Through years of education and industry experience, he has acquired in-depth expertise in many areas of wealth management, specifically in retirement planning, tax planning, and investment management. He is a graduate of both the University of Akron and the Ohio State University. His work as a financial advisor has been cited in numerous news organizations including the Wall Street Journal, the New York Times, the Washington Post, and many more. Ryan serves clients locally and virtually across the country.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Doctor or Medical Professional Gen X (Born 1965-1980)
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Michael G

Series 65

Canton, OH

George Financial Services

Michael George is a Series 65-licensed financial advisor with George Financial Services in Canton, OH, where he has worked since 2022. He has four years of industry experience, including prior roles at Parkland Securities and Access Financial Group. Outside of finance, he provides DJ services through his business, Headtrauma Entertainment. George Financial Services advises individual investors and pension or employee benefit plans, offering portfolio management, financial planning, pension consulting, and digital-asset consulting. The firm employs a core–satellite investment approach and manages approximately $16.2 million in assets across 135 client relationships.

Options & derivatives strategies Passive / index investing
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Michael M

CFA®, Series 65, Series 66

Uniontown, OH

Summit Investments and Financial Planning

Michael Mc Gill is the sole advisor at Summit Investments and Financial Planning in Uniontown, OH. He holds the CFA® designation and has five years of industry experience. His prior roles include positions at Ameriprise Financial, First National Bank of Pennsylvania, Huntington Bancshares, and Firstmerit. Summit Investments and Financial Planning is a state-registered, single-advisor firm that provides discretionary investment management and financial planning to individuals, businesses, and trust accounts. The firm employs a blend of fundamental, macro, and cyclical analysis and uses both passive and active strategies to manage client portfolios.

General retirement planning Passive / index investing Active portfolio management
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