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126 advisors near 25705
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Ethan L
Series 65
Barboursville, WV
Layne Financial Group
Ethan Layne is the sole advisor at Layne Financial Group, an independent registered investment adviser based in Barboursville, WV. He holds a Series 65 designation and has worked in financial and accounting roles since 2020, including running his own tax and accounting firm, Layne Tax Solutions. Outside of advisory services, he is involved in a printing company and was previously associated with a video advertising business. Layne Financial Group provides discretionary asset management and wealth planning for individual clients and institutional sponsors, including corporate retirement plans and nonprofit organizations. The firm employs a factor-based, academic evidence approach to dynamic asset allocation and offers pension and nonprofit consulting alongside standalone financial planning.
Joseph S
Series 63
President & Ceo, WV
The Spano Group Wealth Managers
Joseph Spano is the President and CEO of The Spano Group Wealth Managers with 30 years of industry experience. He holds a Series 63 designation and has worked at multiple firms including Freedom Financial Advisors and Potter & Spano Financial Group. The Spano Group Wealth Managers provides financial planning, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, and charities. The firm uses fundamental analysis to construct portfolios and offers ERISA-related retirement plan consulting and co-advisory services.
William H
CFP®, Series 63
Ironton, OH
Creative Financial Solutions, LLC
William Hensley is a CFP®-credentialed financial advisor with 29 years of industry experience. He is a principal at Creative Financial Solutions, LLC, where he has worked since 2001, and has held roles with Cambridge Investment Research Advisors Inc. since 2014. Hensley serves as a board member for Young Life Huntington and has been involved with the Rotary Club of Barboursville, including a past presidency. Creative Financial Solutions, LLC provides customized financial planning and advisory services for individuals, families, small businesses, and trusts, focusing on retirement, tax, insurance, and estate planning. The firm emphasizes individualized planning supported by financial software and third-party research, while investment management is conducted through dual registrations with Cambridge Investment Research and custodial platforms.
Steven S
Series 63
Barboursville, WV
Creative Financial Solutions, LLC
Steven Smith is a financial advisor with Creative Financial Solutions, LLC, holding a Series 63 designation and 38 years of industry experience. He has been with Creative Financial Solutions since 2008 and also maintains dual registrations with Cambridge Investment Research Advisors Inc. Outside of his advisory work, Smith is a part owner of Esquire Country Club in Barboursville, WV. Creative Financial Solutions provides customized financial planning and advisory services for individuals, families, small businesses, and trusts. The firm focuses on individualized planning supported by third-party research and does not take custody of client assets, with investment activities managed through dual-registered advisors and custodial platforms.
Leif C
Series 63, Series 65
Ashland, KY
Leif Clarke Wealth Management, Inc.
Leif Clarke is the principal of Leif Clarke Wealth Management, Inc. in Ashland, KY, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Private Client Services from 2015 to 2017. Clarke serves as a board director and designated investment professional for Ramey Estep Homes, Inc., a charitable organization serving troubled youth. Leif Clarke Wealth Management, Inc. is an independent, state-registered investment adviser managing approximately $57.2 million across 161 clients. The firm provides portfolio management and retirement-plan advisory services to individuals, businesses, banks, thrifts, credit unions, trusts, and estates, following a value-oriented investment approach tailored to client-specific risk tolerance and income needs.
Anthony P
Series 63, Series 65
Ashland, KY
Leif Clarke Wealth Management, Inc.
Anthony Park is a Series 65-licensed advisor at Leif Clarke Wealth Management, Inc. with over nine years of experience in financial services. His prior roles include positions at Baird, Kentucky Farmers Bank, City National Bank, and Richwood Industries. Leif Clarke Wealth Management provides portfolio management and retirement-plan advisory services to individuals, businesses, banks, thrifts, credit unions, trusts, and estates. The firm employs a value-oriented investment approach and customizes recommendations based on detailed client assessments of risk tolerance, time horizon, and income needs.
Malcolm M
Series 65
Huntington, WV
Global Value Investment Corporation
Malcolm Maclaren is a financial advisor at Global Value Investment Corporation with three years of industry experience. He holds a Series 65 designation and has a background that includes legal and compliance roles, such as positions at the Law Offices of Malcolm J. MacLaren and The Circuit Court of Cook County, Illinois. Outside of his advisory role, he is a co-member of Machair, LLC, a commercial real estate business. Global Value Investment Corporation provides discretionary portfolio management to individual and high-net-worth clients, as well as sub-advisory services to other registered investment advisers. The firm emphasizes fundamental research to identify undervalued securities and employs both short- and long-term investment strategies, including activist and concentrated positions.
Chandis F
Series 63, Series 65
Russell, KY
International Assets Investment Management, LLC
Chandis Ferguson II is a financial advisor at International Assets Investment Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with International Assets Advisory, LLC since 2016. Ferguson also owns and operates Platinum Investments, LLC, an investment-related business. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing a range of investment vehicles and third-party managers to meet client objectives.
Joseph U
Series 63, Series 65
Huntington, WV
Foundations Investment Advisors LLC
Joseph Unger is a financial advisor at Foundations Investment Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Unger is also licensed as an insurance agent, handling life, health, annuity, property, and casualty insurance. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm offers portfolio management, financial planning, education workshops, and sub-advisory services through a large network of affiliated offices and utilizes model allocations and third-party sub-advisers.
Christopher H
Series 63, Series 65
Flatwoods, KY
Sequent Planning, LLC
Christopher Hamm is a financial advisor at Sequent Planning, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Western & Southern Financial Group for 19 years. Outside of his advisory role, he owns The Camayo Room of Ashland, an event venue rental business. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets and offers discretionary asset management, comprehensive and limited-scope financial planning, and retirement plan consulting, utilizing ETF-based strategic models and third-party administrative platforms.
Robert B
Series 66
Ceredo, WV
United Brokerage Services, INC
Robert Brewster II is a financial advisor at United Brokerage Services, Inc. with 22 years of industry experience. He holds the Series 66 designation and has been with United Brokerage Services since 2005. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.
Sarah A
Series 66
Huntington, WV
The huntington Investment company
Sarah Aluise is a Series 66-licensed financial advisor with 13 years of industry experience. She has worked at The Huntington Investment Company since 2019 and previously held positions at Northwestern Mutual Investment Services LLC and Wesley H Richardson. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets across nearly 400 advisors and offers an open-architecture, model-driven platform with discretionary investment authority and specialized program options.
Dennis B
Series 63, Series 66
Ashland, KY
FIFTH THIRD SECURITIES, Inc.
Dennis Bearce is a financial advisor at Fifth Third Securities, Inc. in Huntington, WV, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has worked with Fifth Third Securities and Fifth Third Bank since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and incorporates features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.
Charles S
Series 63, Series 65
Huntington, WV
VOYA Financial Advisors, Inc.
Charles Smith is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with VOYA Financial Advisors since 2014 and has operated Charles F Smith & Associates since 1972. In addition to his advisory work, he is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer model and extensive affiliate relationships.
Susanne E
Series 63, Series 66
Huntington, WV
Truist Advisory Services
Susanne Eavenson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has worked at various Truist entities since 2010 and previously at BB&T. Outside of her advisory role, she serves as vice president of Dodrill Jewelers and is a board member of Mountain State Centers for Independent Living, a community organization supporting people with disabilities. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary solutions combining model portfolios, third-party managers, and advisor-led asset allocation.
Jacob R
Series 63, Series 65
Huntington, WV
The huntington Investment company
Jacob Roberts is a financial advisor at The Huntington Investment Company with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked exclusively within affiliated entities of Huntington since 2016, including roles at The Huntington National Bank and The Huntington Investment Company. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individual, charitable, corporate, and retirement clients through advisory and wrap-fee programs. The firm manages approximately $6.3 billion in assets across nearly 400 advisors and uses an open-architecture, model-driven platform combining third-party sub-managers and proprietary models.
Christen H
Series 63, Series 66
Kitts Hills, OH
Empower Advisory Group
Christen Harper is a financial advisor at Empower Advisory Group with 12 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes a decade with Dr. Mark Hickman before joining Empower Financial Services and Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms.
Terresa P
Series 66
Huntington, WV
The huntington Investment company
Terresa Pratt is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and 25 years of industry experience. She has been with the firm since 2010. Pratt has served as past president and is a current member of the Greater Huntington Estate Planning Council and is a board member of the Developmental Therapy Center, a nonprofit providing therapy services to individuals with special needs in the Tri-State area. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets across nearly 400 advisors and offers an open-architecture, model-driven platform with specialized program options and overlay services.
Robert K
Series 66
Huntington, WV
Valic Financial Advisors
Robert Klug Sr. is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and seven years of industry experience. His prior work history includes roles at Combined Insurance and the Law Offices of Robert J. Klug, Sr. Outside of advising, he provides ride share and delivery services through platforms such as Lyft, Uber, DoorDash, and Amazon Flex during evenings and weekends. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.
Anne B
Series 66
Huntington, WV
Empower Advisory Group
Anne Bolling is a financial advisor at Empower Advisory Group with six years of industry experience. She holds the Series 66 designation and has worked previously at City National Bank, RBC Capital Markets, and Guyan Holding, LLC. Bolling serves on the boards of the Huntington YMCA and the Huntington Museum of Art. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as individual IRA and retail brokerage clients. The firm integrates financial planning with Empower’s recordkeeping and administrative platforms, offering point-in-time plans and optional managed account solutions.
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126 advisors near 25705
Out of 400,000+ nationwide