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709 advisors near
43551
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Out of 400,000+ nationwide
Darci L
Series 65, Series 63
Toledo, OH
FIFTH THIRD SECURITIES, Inc.
Darci Lingle is a financial advisor with Fifth Third Securities, Inc. holding Series 65 and Series 63 credentials and has five years of industry experience. She has been with Fifth Third Securities since 2020 and also has experience with Fifth Third Bank dating back to 2019. Prior to her industry roles, she spent several years affiliated with Ohio University. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via its Passageway Managed Account platform, utilizing third-party portfolio managers and a range of strategies including mutual funds, ETFs, SMA models, and tax-overlay services.
Brian M
Series 63, Series 65
Maumee, OH
Hantz financial Services, Inc.
Brian Mckenna is a financial advisor at Hantz Financial Services, Inc. in Maumee, Ohio, holding Series 63 and Series 65 designations with 18 years of industry experience. He has been with Hantz Financial Services since 2007. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.
Clemens S
Series 63
Perrysburg, OH
Ameritas Advisory Services, LLC
Clemens Szymanowski II is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and seven years of industry experience. He has worked at DeVerna & Co. Financial, Ameritas Investment Corp, and Creative Financial Partners. In addition to advisory work, he is involved in insurance and annuity business activities through DeVerna & Co. Financial. 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.
Benjamin T
CFP®, Series 63, Series 66
Maumee, OH
The huntington Investment company
Benjamin Taylor is a CFP® with 17 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company since 2019. He previously worked at AXA Advisors, LLC from 2016 to 2019 and has been with Ameriprise Financial Services, LLC since 2026. Outside of his advisory role, he is an assistant football coach at Pike Delta York High School. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, and businesses. The firm utilizes an open-architecture investment model with multiple wrap-fee programs and integrates both third-party and proprietary investment strategies.
Scott F
Series 66
Maumee, OH
Bankers Life Advisory Services, Inc.
Scott Fisher is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and over a decade of experience with various entities within the Bankers Life group. His career includes roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty, where he has worked since 2012. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach combines customized asset allocation, tax efficiency, and a blend of fundamental, technical, and cyclical analysis, with a focus on individual clients rather than corporate or charitable organizations.
Nathan B
Series 65, Series 63
Bowling Green, OH
FIFTH THIRD SECURITIES, Inc.
Nathan Breese is a financial advisor with Fifth Third Securities, Inc. in Bowling Green, Ohio, holding Series 65 and Series 63 credentials. He has six years of industry experience, all with Fifth Third Securities, and an additional 15 years with Fifth Third Bank. Fifth Third Securities serves a diverse client base that includes individuals, high-net-worth clients, and institutional investors such as corporations and trusts. The firm offers a range of investment advisory and brokerage services through the Passageway Managed Account Program, utilizing various third-party portfolio managers and strategies tailored to clients’ risk profiles.
Peter W
Series 66
Toledo, OH
Ameritas Advisory Services, LLC
Peter Winovich III is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Wilcox Sports Management and currently leads Winovich Wealth Partners, a financial services firm he owns. Outside of advising, he is licensed as an independent insurance agent for fixed insurance products. 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 financial planning through affiliated representatives, utilizing model portfolios, third-party sub-advisers, and custom strategies.
Jeffrey R
Series 63
Perrysburg, OH
Money Concepts Capital Corp
Jeffrey Reitzel is a financial advisor with Money Concepts Capital Corp in Perrysburg, Ohio, holding a Series 63 designation and 21 years of industry experience. He has been with Money Concepts Capital Corp since 2009. Outside of his advisory role, he is a limited partner in Reitzel Realty Ltd., a commercial property development and agriculture farming business established in 1975. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and fundamental and technical analysis to guide asset allocation and account rebalancing.
Robert D
Series 63
Toledo, OH
Ameritas Advisory Services, LLC
Robert Davis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 19 years of industry experience. He has worked with several firms including Creative Financial Partners, where he is a part owner, and serves as a part-time instructor at the Morton-Barber Learning Center, providing training for insurance and securities industry exams. He also owns Eco Prints, LLC, a creative services and marketing support business. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a platform approach that includes in-house model portfolios, third-party managers, and co-advisory relationships, serving a broad range of client needs including high-net-worth individuals and employer-sponsored plans.
Christopher B
Series 66
Toledo, OH
PNC Wealth Management
Christopher Brzuchalski is a financial advisor with PNC Wealth Management in Toledo, OH, holding a Series 66 designation and 26 years of industry experience. He has been with PNC investments since 2009. Outside of his advisory role, he serves as a board member and treasurer for Sylvania Youth Hockey. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessments to guide investment strategy with mutual funds and ETFs.
Brian M
Series 63, Series 65
Maumee, OH
Bankers Life Advisory Services, Inc.
Brian Micciche is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has worked with affiliated entities Bankers Life Securities and Bankers Life & Casualty since 2016 and 2010, respectively. Outside of advisory services, he is involved in training and managing agents in the sales and service of non-variable insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a blend of analytical approaches to portfolio management.
Joseph G
Series 66
Maumee, OH
Hantz financial Services, Inc.
Joseph Gentile is a financial advisor at Hantz Financial Services, Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2016. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, offering a range of services including financial planning, portfolio management, and retirement plan consulting, with an investment approach focused on diversified, ETF-centered model portfolios and tax-aware implementations.
Louis F
Series 66
Maumee, OH
Eagle Strategies (NY Life)
Louis Fahrbach is a financial advisor with Eagle Strategies (NY Life) based in Maumee, Ohio, holding a Series 66 designation and 11 years of industry experience. He has worked with Heritage Planners and New York Life entities since 2014. Outside of his advisory work, Fahrbach serves on the Northwood City Council, a position he has held since 2013. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.
Megan E
Series 63, Series 65
Maumee, OH
Eagle Strategies (NY Life)
Megan Evans is a financial advisor with Eagle Strategies (NY Life) based in Maumee, Ohio. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. Megan is also the owner of EBF, LLC d/b/a Evans, Beebe & Fields Financial Group, through which she sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized solutions through multiple program types and emphasizes fiduciary responsibilities while managing a predominantly non-discretionary asset base.
Nicholas R
Series 66
Perrysburg, OH
FIFTH THIRD SECURITIES, Inc.
Nicholas Razzoog is a financial advisor with Fifth Third Securities, Inc. in Perrysburg, Ohio. He holds a Series 66 designation and has three years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2022, he worked at ProMedica and Avionos. He also has experience in education, having worked at Bowling Green State University and Perrysburg High School. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.
Ethan P
Series 63, Series 65
Perrysburg, OH
FIFTH THIRD SECURITIES, Inc.
Ethan Pendry is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fifth Third Bank and American Income Life Insurance Company. Outside of finance, he has experience working with the Trine University Ice Rink. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, providing clients access to advisor-directed models, SMA strategies, and tax-optimization techniques.
Thomas G
Series 63, Series 65
Toledo, OH
Ameritas Advisory Services, LLC
Thomas Geissler is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also involved with Premier Planning Group, where he provides financial planning and client portfolio services. Previously, he was affiliated with Ameritas Investment Company and Wilcox Financial. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management using model portfolios, third-party sub-advisers, and custom strategies, along with a range of retirement plan consulting and fiduciary advisory services.
Paul H
ChFC®, Series 63
Maumee, OH
Eagle Strategies (NY Life)
Paul Haye is a financial advisor with Eagle Strategies (NY Life) based in Maumee, Ohio. He holds the ChFC® designation and Series 63 license with 43 years of industry experience. Since 2007, he has operated under the Heritage Planners DBA, focusing on the sale of New York Life products and brokering non-registered insurance products, alongside a long tenure at New York Life and Nylife Securities. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Adam F
Series 66
Bowling Green, OH
The huntington Investment company
Adam Falardeau is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds a Series 66 designation and has been with Huntington since 2015, including a recent affiliation with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm offers multiple wrap-fee programs utilizing an open-architecture model that combines third-party and proprietary investment strategies.
Andrea G
Series 66
Perrysburg, OH
Ameritas Advisory Services, LLC
Andrea Gibbons is a financial advisor at Ameritas Advisory Services, LLC with seven years of industry experience. She holds the Series 66 credential and has worked at firms including AMG Sterling Financial, Wilcox Financial, and Signature Bank. Outside of her advisory role, she is also involved in insurance and annuity sales through Wilcox Financial/AIC. 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.
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Finding advisors...
709 advisors near
43551
within the area shown on the map
Out of 400,000+ nationwide