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Thomas C
Series 63, Series 65
Newark, OH
The Retirement Specialist of Central Ohio
Thomas Cantrell is a financial advisor at The Retirement Specialist of Central Ohio with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his current firm since 2014. Cantrell is also involved in insurance sales through Senior Services Lake & Cook Co., where he serves as an owner and independent insurance agent. The Retirement Specialist of Central Ohio provides discretionary portfolio management and comprehensive financial planning services to individual and high-net-worth clients, as well as self-employed individuals and small business owners. The firm emphasizes individualized investment policies and long-term asset allocation based on client goals, utilizing fundamental analysis as its main investment approach.
James N
Series 65
Newark, OH
The Retirement Specialist of Central Ohio
James Noxon is a Series 65 licensed financial advisor with The Retirement Specialist of Central Ohio. He has held prior roles at Aetna and operated Noxon Financial LLC, as well as experience running a window cleaning business and multiple self-employed ventures. The Retirement Specialist of Central Ohio serves individual and high-net-worth clients, self-employed individuals, and small business owners, providing discretionary portfolio management, financial planning, and subscription services integrated with an online planning platform. The firm focuses on developing personalized investment policies using fundamental analysis tailored to client goals, time horizons, and risk tolerance.
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