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Eliot P
Series 65
Fremont, OH
Parkmont Wealth Advisors LLC
Eliot Parker is a financial advisor at Parkmont Wealth Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Parkmont since 2017. Prior to that, he was with Horter Investment Management, LLC, and he also serves as president of Retirement Solutions Plus, a financial planning firm focused on marketing health fixed annuities to seniors. Parkmont Wealth Advisors provides ongoing portfolio management to individuals, high-net-worth clients, and charitable organizations, using a variety of analytical methods and employing both long-term and short-term trading strategies. The firm constructs portfolios from a broad range of investment vehicles and offers discretionary management tailored to client goals, tax considerations, and risk tolerance.
Charles C
Series 65
Fremont, OH
Parkmont Wealth Advisors LLC
Charles Corthell is a financial advisor at Parkmont Wealth Advisors LLC with a Series 65 designation. He has experience working at Retirement Solutions Plus LLC, PNC Bank, TW3 Lawn & Snow, and Fremont Ross City Schools. Corthell has no prior industry experience as a financial advisor. Parkmont Wealth Advisors provides ongoing portfolio management to individuals, high-net-worth clients, and charitable organizations, using a variety of analytical methods and a mix of investment vehicles. The firm offers discretionary management with a focus on individualized Investment Policy Statements and utilizes Schwab Institutional for custody and trading services.
Anthony M
Series 65
Fremont, OH
Parkmont Wealth Advisors LLC
Anthony Messina is a financial advisor at Parkmont Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience with Sandusky County DJFS and Allstate Risk Management Business Center. Parkmont Wealth Advisors provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, using a mix of analytical methods and employing both long- and short-term trading strategies. The firm builds portfolios from a variety of asset classes and uses Schwab Institutional for custody and technology services.
Robert P
Series 63
Fremont, OH
Parkmont Wealth Advisors LLC
Robert Parker is a financial advisor with Parkmont Wealth Advisors LLC in Fremont, Ohio, holding a Series 63 designation and 22 years of industry experience. Prior to joining Parkmont in 2018, he worked at Horter Investment Management, LLC and Sigma Financial Corporation. Outside of his advisory role, Parker owns and operates Parker Investment & Insurance Services, an insurance and investment business he has managed since 1985. Parkmont Wealth Advisors provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, using a combination of analytical methods and both long- and short-term trading strategies to build diversified portfolios. The firm emphasizes individualized investment policy statements and utilizes Schwab Institutional for custody and technology support.
Paul K
Series 63, Series 65
Fremont, OH
Gradient Advisors, LLC
Paul Kozak is a financial advisor at Gradient Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gradient Advisors since 2017. Outside of his advisory role, he is a principal member involved in insurance and fixed annuities sales through his business activities with Premier Planning Services and D-Max Enterprises. Gradient Advisors provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm supports a network of 169 advisors across 154 offices and manages approximately $990.7 million in assets on its platform.
Hayward E
Series 66
Port Clinton, OH
The huntington Investment company
Hayward Evans is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 10 years of industry experience. He has worked at Edward Jones before joining Huntington in 2017. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform combining third-party sub-managers and proprietary models, overseeing approximately $6.3 billion in assets across nearly 400 advisors.
Ryan D
Series 66
Port Clinton, OH
The huntington Investment company
Ryan Dunlap is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Capstone Partners, Huntington Securities, and Huntington National Bank. Outside of finance, he serves as an assistant golf coach for Port Clinton High School. The Huntington Investment Company 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, offering an open-architecture, model-driven platform with services including tax management and impact/ESG overlays, supported by its affiliation with a regional bank holding company and private banking services.
Michael B
Series 66
Fremont, OH
Ameritas Advisory Services, LLC
Michael Brandon is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Thrivent Financial for Lutherans, U.S. Bancorp Investments, Cetera Advisors, and Brandon Wealth Management. Outside of his advisory work, he has been involved in live music performance. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.
Cory L
Series 66
Ottawa, OH
The huntington Investment company
Cory Langhals is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 12 years of industry experience. He worked at JPMorgan Securities LLC from 2014 to 2017 before joining Huntington, where he has been since 2017. 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 offers an open-architecture, model-driven platform combining third-party and proprietary investment models.
Nicholas A
Series 66
Port Clinton, OH
key Investment Services LLC
Nicholas Adams is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services and Wells Fargo in various roles since 2016. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and maintains committees to review third-party strategists and program suitability.
Erin F
Series 63, Series 65
Oak Harbor, OH
Eagle Strategies (NY Life)
Erin Flower is a financial advisor with Eagle Strategies (NY Life) in Oak Harbor, Ohio, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She has been with Eagle Strategies since 2008 and is also associated with St. Bonore Financial Services and New York Life, where she has worked since 2001. Additionally, she is involved in insurance brokering through St. Bonore Financial Services. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management.
Mitchell H
Series 63, Series 66
Fremont, OH
Mass Mutual Investors Services
Mitchell Holland is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at UPS, Good's Landscaping, and MassMutual Life Insurance Company. Outside of his advisory work, he serves as Deputy Grand Knight and Program Director for the Knights of Columbus Council 591 and as Treasurer for Brainard Lodge 336. He is also an author of religious and inspirational content and leads Birchard Financial LLC, which provides investment, planning, and insurance solutions. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars with a structured, collaborative approach that emphasizes tailored recommendations and client engagement.
Brian G
CFP®, Series 66
Elmore, OH
Edward Jones
Brian Greggila is a financial advisor at Edward Jones in Elmore, Ohio, holding the CFP® designation and Series 66 license with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory services under a fiduciary standard.
Jerrad S
Series 63, Series 65
Oak Harbor, OH
Edward Jones
Jerrad Shiets is a financial advisor with Edward Jones in Oak Harbor, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of financial advisors and branch offices.
Aaron M
CFP®, Series 66
Genoa, OH
LPL Financial
Aaron Moore is a CFP® professional with 21 years of industry experience, currently associated with LPL Financial and The Genoa Banking Co. He has worked at LPL Financial since 2009 and at The Genoa Banking Co. since 2011. Outside of his advisory work, he spends some weekends as a boat captain. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and a large network of investment adviser representatives.
Steven H
Series 66
Fremont, OH
Edward Jones
Steven Hohenstein is a financial advisor with Edward Jones in Fremont, Ohio, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Croghan Colonial Bank and Hantz Group, as well as experience in construction with Hohenstein Construction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,700 financial advisors.
Kenneth K
CFP®, Series 66
Fremont, OH
Edward Jones
Kenneth Kreilick is a CFP® and Series 66-licensed financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously held positions at Tiffin University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Matthew W
Series 63, Series 66
Port Clinton, OH
Cetera
Matthew Wenzinger is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked with Cetera since 2025 and previously spent over two decades at Concourse Financial Group Securities Inc. In addition to his advisory role, he serves as a trustee for his family’s trust. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.
Natasha I
Series 66
Fremont, OH
Edward Jones
Natasha Irons is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017. Prior to her current role, she worked for Buckeye Broadband for ten years. Outside of finance, she is also a minister and performs wedding ceremonies in Fremont, Ohio. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs and investment solutions through a large network of financial advisors and branch offices.
Jordan M
ChFC®, Series 66
Genoa, OH
LPL Financial
Jordan Moore is a financial advisor at LPL Financial with nine years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to his financial advisory career, Moore spent nine years working at Moore Orchards. Outside of his advisory role, he serves as an elected trustee for Carroll Township. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team, combining large-scale advisory operations with access to insurance and credit products through its affiliated entities.
Zachary P
Series 66
Fremont, OH
Edward Jones
Zachary Priesman is a financial advisor at Edward Jones with two years of industry experience. He joined Edward Jones in 2023 after working at Reynolds American for six years and Global Technical Recruiters for one year. He holds the Series 66 designation. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Joseph C
Series 66
Genoa, OH
OSAIC
Joseph Clement is a financial advisor at Osaic with 21 years of industry experience. He holds a Series 66 credential and has worked previously at Securities America Advisors, Inc., Securities America, Inc., and Sterne Agee Investment Advisor Services, Inc. Outside of his advisory role, he serves as Managing Director of JC Financial Services, LLC, where he manages clients' investment-related accounts. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering a range of investment options and programs through a large network of financial advisers.
Michelle R
CFP®, Series 66
Fremont, OH
Edward Jones
Michelle Russell is a CFP®-designated financial advisor with Edward Jones in Fremont, Ohio, bringing 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary investment strategies through a large nationwide network of advisors and branch offices.
Robert C
Series 66
Port Clinton, OH
Edward Jones
Robert Candage is a financial advisor at Edward Jones with 20 years of industry experience and a Series 66 designation. He has been with Edward Jones since 2012. Outside of his advisory role, he serves on the Finance Committee Board for Port Clinton City Schools, assisting with budget decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.
Austin D
CFP®, ChFC®, Series 66
Genoa, OH
Edward Jones
Austin Dean is a financial advisor at Edward Jones in Genoa, OH, holding the CFP®, ChFC®, and Series 66 designations with four years of industry experience. Prior to joining Edward Jones in 2019, he worked at DWH Corp., BBCetc, Start Garden Inc., and Vela Sciences. He serves as a board trustee for the Ottawa County Improvement Corporation, acting as a liaison between the Genoa community and the county economic development office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors. The firm offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Daniel T
Series 66
Ottawa, OH
Cambridge Investment Research Advisors
Daniel Turnwald is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has three years of industry experience, including prior roles at Royal Alliance Associates and Savage & Associates. Outside of his advisory work, he is also an independent insurance agent operating Journey Financial in Ottawa, Ohio. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan consulting, utilizing multiple account platforms and third-party strategists.
Steven H
Series 63, Series 65
Port Clinton, OH
LPL Enterprise
Steven Hahn is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC, spanning nearly five decades before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients, offering advisory services through a large network of investment adviser representatives. The firm provides financial planning, access to model wealth portfolios, and third-party asset management programs, combining discretionary and non-discretionary investment approaches alongside a broad range of securities and insurance products.
Larry D
Series 63
Genoa, OH
Edward Jones
Larry Dean is a financial advisor at Edward Jones in Genoa, Ohio, holding the Series 63 designation with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities including a trust company and proprietary mutual funds.
Heather S
Series 63, Series 66
Genoa, OH
LPL Financial
Heather Stansfield is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. She previously worked at Vault Investment Partners, LLC and Fifth Third Securities. Outside of her advisory role, she is also a commissioned notary in Ohio. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a variety of financial planning and asset management solutions supported by an in-house research team.
Richard R
Series 66
Port Clinton, OH
Edward Jones
Richard Rudolph is a Series 66-licensed financial advisor with Edward Jones, based in Port Clinton, OH. He has nine years of industry experience and has been with Edward Jones since 2016. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Courtney H
Series 66
Genoa, OH
Edward Jones
Courtney Hammer is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Hammer worked for Commodore Perry Federal Credit Union from 2013 to 2019. She has been with Edward Jones since 2019, with her current role beginning in 2024. 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 variety of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and a fiduciary standard of care.
Michelle F
Series 66
Fremont, OH
Edward Jones
Michelle Fairbanks is a Series 66-licensed financial advisor with Edward Jones in Fremont, OH, and has 15 years of industry experience. She has been with Edward Jones since 1996. Outside of advising, she is the owner and bookkeeper of a construction business, Fairbanks Construction LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.
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32 advisors near 43449
Out of 400,000+ nationwide