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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

7 advisors near 43915

Out of 400,000+ nationwide

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Timothy B

Series 63, Series 65

Paden City, WV

Hazlett, Burt & Watson, Inc.

Timothy Bidwell is a financial advisor with Hazlett, Burt & Watson, Inc. and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with Hazlett, Burt & Watson since 2000. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset-allocation-based investment process and offers both discretionary and non-discretionary account management across a range of asset classes.

Wealth management Income planning Real estate investing
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Nikki L

CFP®, ChFC®, Series 66

Woodsfield, OH

Commonwealth Financial Services

Nikki Lude is a CFP® and ChFC® with 20 years of industry experience. She is currently an advisor at Commonwealth Financial Services, having previously worked at Arbor Point Advisors, Securities America, Inc., and LPL Financial. Lude serves on several local nonprofit boards, including the Monroe County Community Foundation and the Baker Economic Development & Scholarship Funds, and coaches elementary school volleyball. Commonwealth Financial Services is an SEC-registered investment adviser serving individuals, pensions, trusts, estates, corporations, and state and municipal government clients. The firm offers discretionary asset management, retirement-plan advisory programs, financial planning, and insurance products, employing both fundamental and technical analysis along with tactical trading strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Debt management Founder/Business Owner Retired
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Herman L

Series 65

Moundsville, WV

integrity Advisory Solutions

Herman Lantz is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and no prior industry experience. He has been with Integrity Advisory Solutions since 2025 and concurrently maintains a legal practice as the owner of Lantz Law Offices since 2008. Outside of his advisory role, he serves as an Assistant Prosecuting Attorney for Hancock and Marshall Counties. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and model portfolios with a range of investment strategies.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Douglass S

Series 63, Series 65

Moundsville, WV

Truist Advisory Services

Douglass Schmidt is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked at Truist Advisory Services since 2021, following previous roles at Bb&T Securities and BB&T Investments. 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 investment solutions through model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across affiliated channels.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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Thomas B

Series 63, Series 66

Moundsville, WV

OSAIC

Thomas Burke is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He previously worked at FSC Securities Corporation for 14 years before joining OSAIC in 2023. Outside of his advisory role, he serves as State Secretary for the West Virginia Knights of Columbus, a fraternal benefit society. OSAIC is an SEC-registered investment adviser and FINRA broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and investment options.

Annuities Founder/Business Owner Executive Retired
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Aaron B

Series 63, Series 66

Clarington, OH

LPL Financial

Aaron Burga is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 11 years of industry experience. He previously worked at WesBanco Securities Inc. from 2013 to 2019 before joining LPL Financial in 2019. Outside of his advisory role, Burga serves as the mayor of Wilson Township, 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. The firm offers a range of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Gary W

Series 63, Series 66

Clarington, OH

LPL Financial

Gary Williamson is a financial advisor with LPL Financial in Coshocton, Ohio, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at WesBanco Securities Inc. and Southeastern Ohio Credit Union. 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 variety of financial planning and investment management solutions supported by in-house research and a broad network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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