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Bailey H
Series 66
Stow, OH
Western Wealth Management LLC
Bailey Hemming is a financial advisor at Western Wealth Management LLC with a Series 66 designation and approximately one year of industry experience. Prior to joining Western Wealth Management and LPL Financial LLC in 2026, Hemming worked at the Federal Reserve Bank of Cleveland in 2025 and has a background in education with Aurora City Schools and John Carroll University. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing firm-designed model portfolios alongside various third-party programs.
Carmen D
CFP®, CFA®, Series 66
Akron, OH
ValMark Advisers, Inc.
Carmen Donofrio is a financial advisor at ValMark Advisers, Inc. with eight years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to his current role, he worked at Valmark Securities, Inc. and was affiliated with the University of Akron. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based portfolios primarily using mutual funds, ETFs, and approved third-party managers, supported by proprietary platforms and third-party programs.
Craig F
ChFC®, Series 66
Cuyahoga Falls, OH
RFG Advisory, LLC
Craig Fishel is a financial advisor at RFG Advisory, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining RFG Advisory, he worked at Private Client Services and Equitable Advisors. Outside of his advisory role, he is a partner at Paramount Financial Planning, LLC, a financial planning and investment firm. RFG Advisory serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement consulting, and access to alternative investments while acting as a fiduciary for retirement accounts and plan sponsors.
William P
Series 63, Series 65
Akron, OH
ValMark Advisers, Inc.
William Potts is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding Series 63 and Series 65 credentials and having one year of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm uses diversified, goal-based model portfolios and asset allocation strategies, implementing solutions through mutual funds, ETFs, and separate-account managers with oversight from an investment committee.
Ian K
Series 66
Akron, OH
ValMark Advisers, Inc.
Ian Koutny is a financial advisor at ValMark Advisers, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at ValMark Advisers and ValMark Securities since 2020. His prior roles include positions at Cetera Advisor Networks and the U.S. House of Representatives. Koutny is also a financial consultant with Lang Financial Group, Inc., a business conducted through ValMark. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm employs a goal-based investment approach centered on diversified model portfolios and asset allocation, utilizing proprietary and third-party platforms along with periodic account monitoring and rebalancing.
Stephen C
Series 63, Series 65
Akron, OH
ValMark Advisers, Inc.
Stephen Catalano is a financial advisor with ValMark Advisers, Inc. based in Akron, Ohio. He holds Series 63 and Series 65 credentials and has 28 years of industry experience, including prior roles at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory work, he serves as Vice President of The Ninth Light Dojo, a martial arts studio, and is a director of the Western Golf Association of Evans Scholars Foundation. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth clients, retirement plan sponsors, and institutional entities. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation implemented through mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.
Micah B
Series 66
Akron, OH
ValMark Advisers, Inc.
Micah Bogue is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Amazon.com and Grace Church of Norton. He is also a partner with Momentum Ministry Partners, where he participates as a bass player for an annual conference focused on ministry leadership. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and sub-advisory services.
Donald R
Series 66
Medina, OH
Corecap Advisors
Donald Ross is a financial advisor with CoreCap Advisors holding a Series 66 credential and three years of industry experience. His prior work history includes roles at Cooper, Adel, Vu Financial and various affiliated entities. He is also an IRS Enrolled Agent assisting clients with tax preparation and advice through Cooper, Adel, Vu Tax, LLC. CoreCap Advisors serves individual clients including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with an investment approach focused on long-term relationships and tax-efficient strategies.
Henry P
PFS™, Series 63, Series 65
Akron, OH
ValMark Advisers, Inc.
Henry Pilger is a financial advisor at ValMark Advisers, Inc. with 26 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior work includes roles at River Distributing Co, LLC, Vista Wealth Management, LLC, Valmark Securities, Inc., and Burr, Pilger & Mayer. Outside of advisory work, he is involved as a partner in investment partnerships owning commercial and residential real estate and serves as a trustee for multiple irrevocable life insurance trusts. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm offers diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and ongoing portfolio monitoring.
Wayne M
ChFC®, Series 63
Richfield, OH
ValMark Advisers, Inc.
Wayne Minich is a financial advisor with ValMark Advisers, Inc., holding the ChFC® and Series 63 designations and bringing 54 years of industry experience. He has worked with ValMark Advisers since 2004 and has longstanding affiliations with Valmark Securities, Minnesota Mutual, Applied Financial Concepts Inc., and his own firm, Wayne D. Minich & Company. Outside of his advisory role, he is involved in the sale of life, long-term care, fixed annuity, and disability insurance through Applied Financial Concepts Inc. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm emphasizes multi-asset allocation using mutual funds, ETFs, and third-party managers, offering diversified, goal-based model portfolios and supporting its advisors with due diligence, back-office services, and a range of fee-based planning and consulting solutions.
Matthew D
Series 63, Series 65
Twinsburg, OH
Capital Analysts
Matthew Divita is a financial advisor with Capital Analysts in Twinsburg, Ohio, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked at Capital Analysts since 2006 and Lincoln Investment since 2012, with a brief tenure at Morgan Stanley in 2004. Divita is also president of Evolution Wealth Management, LLC, where he manages daily operations and trading activities. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides both discretionary and non-discretionary investment management through its in-house team and third-party managers, supported by proprietary screening tools and institutional partnerships.
Heath S
Series 63, Series 65
Akron, OH
ValMark Advisers, Inc.
Heath Smargiasso is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Valmark Financial Group since 2020 and previously with SSN Advisory, Inc and Securities Service Network, Inc. He is also president of Able Regulatory Consultants, LLC, providing advisory practice management and consulting services to financial professionals. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing portfolio monitoring and rebalancing overseen by an investment committee.
Shaena Y
Series 63
Strongsville, OH
LaSalle St. Investment Advisors, L.L.C.
Shaena Yorke is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 63 designation and 25 years of industry experience. She has worked with LaSalle St. since 2019 and previously at Ameriprise Financial Services and Wrp Investments. Outside of her advisory role, she serves as a trustee of a 401(k)/PSP plan and works as an accounting consultant. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, offering both non-discretionary and discretionary investment programs.
Michael T
Series 66
Akron, OH
ValMark Advisers, Inc.
Michael Tricaso is a financial advisor at ValMark Advisers, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at ValMark Financial Group since 2019. Outside of his advisory role, he owns an online retail business, Bear Feet LLC. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers various proprietary and third-party investment platforms.
Mark W
Series 63, Series 65
Broadview Heights, OH
Signature Equity Partners, LLC
Mark Weaver is an investment advisor with Signature Equity Partners, LLC, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at OSAIC, Sii, B. Riley Wealth Management, RBC Capital Markets, and Ferris, Baker Watts, LLC. Outside of his advisory work, he serves as a board member for the CIC Condominium #8 Board of Directors and acts as trustee and power of attorney for family trusts and individuals. Signature Equity Partners provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, retirement plans, and corporations. The firm employs a multi-team structure and utilizes platforms such as Vision2020 Wealth Management to offer tailored portfolio management, financial planning, and third-party money manager selection.
Frank B
CFP®, Series 66
Akron, OH
ValMark Advisers, Inc.
Frank Bevilacqua II is a CFP® professional with over 21 years of experience in the financial services industry. He is affiliated with ValMark Advisers, Inc. and has been involved with multiple related entities, including W3 Wealth Management, LLC, where he serves as a partner and owner. Outside of his advisory work, he holds a volunteer treasurer position for a homeowners association and has ownership interests in several business ventures unrelated to investment management. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a large network of advisors. The firm emphasizes diversified, goal-based portfolios implemented primarily with mutual funds, ETFs, and approved third-party managers, supported by proprietary platforms and comprehensive due diligence.
Robert H
Series 63
Medina, OH
Stonex Advisors Inc.
Robert Henderson is a financial advisor with StoneX Advisors Inc. in Medina, Ohio, holding a Series 63 license and 11 years of industry experience. He has worked at StoneX Advisors and StoneX Securities since 2017 and previously at Sterne Agee Financial Services from 2014 to 2017. Outside of his advisory work, Henderson is involved in health and fitness through a partnership at MMBKH, LLC, and manages tax preparation services during tax season. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting among other services. The firm utilizes a variety of platforms and third-party managers to implement strategies across multiple account structures.
Ann I
CFP®, Series 63, Series 66
North Royalton, OH
Stonex Advisors Inc.
Ann Iglai is a CFP® professional with 27 years of industry experience, currently advising at Stonex Advisors Inc. since 2015. Her prior roles include positions at StoneX Securities Inc., Wrp Investments, Inc., Thrivent Investment Management, and Natcity Investments, Inc. She is also the owner of IGS Financial LLC, where she is involved in the sale of life insurance and fixed annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting, among other services. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, supported by multiple platforms and a mix of proprietary and third-party strategies.
Alexander A
Series 63, Series 65
Akron, OH
ValMark Advisers, Inc.
Alexander Adams is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding Series 63 and Series 65 credentials with seven years of industry experience. His prior work includes roles at Cetera and JPMorgan Chase Bank. ValMark Advisers provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.
Andrew R
Series 66
Tallmadge, OH
Midwestern Securities Trading Company, LLC
Andrew Reed is a financial advisor at Midwestern Securities Trading Company, LLC, holding a Series 66 designation with nine years of industry experience. He has been with Midwestern Securities since 2016. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, and ERISA 3(38) fiduciary services, using a combination of discretionary model portfolios and third-party managers along with non-discretionary recommendations from advisors.
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1,152 advisors near
44333
within the area shown on the map
Out of 400,000+ nationwide