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Leslie O
Series 63
Canton, OH
Merrill
Leslie Ozmun is a Senior Financial Advisor with Merrill Lynch Wealth Management in Canton, Ohio. She has been with Merrill Lynch since 2014 and has worked in the financial services industry since 2006. Leslie leads a team of four other financial advisors and client associates, focusing on delivering customized wealth management strategies and disciplined investment approaches to her clients. Her areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and addressing the financial needs of women and wealth. Leslie leverages resources from Merrill Lynch and Bank of America, N.A. to provide a comprehensive range of services such as investment management, private wealth analysis, trust and estate planning, retirement solutions, and lending services for individuals and businesses. She also facilitates philanthropic services and cash management through Bank of America. Leslie holds a bachelor's degree in Personal Finance from The University of Akron and is a Personal Investment Advisor (PIA). She is a member of the professional fraternity Phi Sigma Epsilon. Outside of her professional work, Leslie enjoys cooking, gardening, hiking, interior decorating, music, spending time with her family, swimming, tennis, traveling, and watching movies.
Joseph K
Uniontown, OH
Mass Mutual Investors Services
Joseph Kendron Jr. is a financial advisor with Mass Mutual Investors Services, holding over 43 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company since 1979. His additional activities include sales related to individual life, property and casualty, health, fixed annuities, and other insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved analytical tools and collaborative planning approaches.
Anya A
Series 63, Series 66
N Canton, OH
Edward Jones
Anya Antonavich is a financial advisor with Edward Jones in N Canton, OH, holding Series 63 and Series 66 credentials and five years of industry experience. Her prior roles include positions at KeyBank, Huntington National Bank, and Raymond James Financial Services Advisors, Inc. Outside of advising, she is involved in music as a performer and band booking agent, and sells second-hand items online. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.
Darrell C
Series 63
Canton, OH
Ameriprise
Darrell Cleary is a financial advisor at Ameriprise with 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Outside of his advisory role, he has a minority ownership interest in a commercial property partnership in Canton, Ohio. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendations.
Richard L
Series 63
Massillon, OH
Raymond James Financial
Richard Leffler Jr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and 29 years of industry experience. He is also the CEO of Richard G. Leffler Jr. CPA Inc., an accounting firm he has led since 1991. Leffler has been involved with the Rotary Club of Massillon since 2012, serving as treasurer. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique municipal advisory affiliations and specialized retirement plan consulting programs.
Julie W
Series 66
Uniontown, OH
Edward Jones
Julie Welden is a Series 66-licensed financial advisor with Edward Jones in Uniontown, Ohio, where she has worked since 2004, totaling 22 years of industry experience. 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.
Matthew N
Series 66
Uniontown, OH
LPL Financial
Matthew Noll is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, brokerage services, and employs both discretionary and non-discretionary management strategies supported by extensive research and technology.
Ian S
Series 66
Navarre, OH
Raymond James Financial
Ian Sanor is a financial advisor with Raymond James Financial who holds a Series 66 designation and has eight years of industry experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2017 and is also involved with Sanor Wealth Group, where he provides financial advice under a different name while remaining with Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains unique affiliations that enhance its municipal and public finance capabilities.
Brian R
Series 63, Series 65
Canton, OH
STIFEL
Brian Robb is a financial advisor at Stifel in Canton, Ohio, with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel since 2009. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and governmental entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.
Nathaniel B
Series 66
North Canton, OH
Ameriprise
Nathaniel Blair is a financial advisor with Ameriprise in Massillon, OH, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Jennifer T
Series 63
Canton, OH
Edward Jones
Jennifer Twiddy is a financial advisor at Edward Jones with 28 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1998 and holds the Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
Angela D
Series 66
Canton, OH
Raymond James Financial
Angela Duraine is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2021. Outside of her advisory role, she is involved with PortfolioVision, Inc., a support company based in Canton, Ohio. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning and consulting using quantitative tools and supports a wide network of advisors and affiliated firms.
Ronald K
Series 63
North Canton, OH
Ameriprise
Ronald Katigbak is a financial advisor with Ameriprise in North Canton, Ohio, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns a property management business and serves as president of a personal service corporation managing practice expenses. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, utilizing research-driven, non-discretionary recommendations supported by algorithmic tools and a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.
Bryce M
Series 66
Canton, OH
Equitable Advisors
Bryce Mathie is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and has worked with firms including AXA Advisors and WH Trading. He serves as a board member for the Local Boys & Girls Club of Massillon. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers to tailor investment solutions for its clients.
Todd L
Series 66
Canton, OH
Edward Jones
Todd Loxley is a financial advisor at Edward Jones in Canton, OH, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at BobEvans Restaurants from 2015 to 2018. 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 solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Christopher S
Series 66
North Canton, OH
Ameriprise
Christopher Seeley is an advisor at Ameriprise with a Series 66 designation and one year of industry experience. He previously worked for Maconachy Stradley Insurance for two years and Westfield Bank, FSB for nine years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Michael D
Series 63, Series 65
Canton, OH
LPL Financial
Michael Draper is a financial advisor at LPL Financial in Canton, Ohio, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Steven S
Series 66
Hartville, OH
LPL Financial
Steven Scherer is a financial advisor with LPL Financial in Hartville, Ohio, holding a Series 66 credential and 18 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Scherer also serves as a coach for Dover City Schools. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of advisory programs and financial planning services supported by extensive research and technology.
Elijah O
Series 66
North Canton, OH
Edelman Financial Engines
Elijah Ochoa is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and five years of industry experience. He previously worked at Thrivent Financial and has experience outside finance in the hospitality sector. Ochoa is also involved as a member of ULTIMA LLC, which invests in residential real estate in the Charlotte, NC area. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary solutions.
Lynne P
Series 66
Canton, OH
Ameriprise
Lynne Peters is a financial advisor with Ameriprise in Alliance, OH, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, Peters owns a welding and fabrication business and serves on the Board of Directors for First Christian Church as the nominating committee chair. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, providing written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory support through a centralized consulting team and emphasizes managed accounts alongside a broad range of financial solutions.
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Finding advisors...
487 advisors near
44641
within the area shown on the map
Out of 400,000+ nationwide