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Matthew N
Series 66
Uniontown, OH
LPL Financial
Matthew Noll is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.
Heather M
Series 66
Wadsworth, OH
LPL Financial
Heather Mc Master is a financial advisor at LPL Financial with seven years of industry experience. She previously worked at Edward Jones and for Dr. Alex Difilippo. In addition to her advisory role, she is a dental hygienist working part-time at a dental office in Akron, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
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.
Emily L
Series 66
Canal Fulton, OH
Edward Jones
Emily Loxley is a financial advisor with Edward Jones in Canal Fulton, OH. She holds a Series 66 designation and began her advisory career with Edward Jones in 2026. Prior to joining the firm, she worked in environmental consulting and has experience with organizations such as Partners Environmental Consulting, Inc. and the Ohio Department of Natural Resources. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.
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.
Micah M
Series 65
Apple Creek, OH
Cambridge Investment Research Advisors
Micah Mullet is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and two years of industry experience. His prior work includes roles at Ramsey Solutions and Rosedale Bible College. Outside of advising, he is involved in commercial rental real estate. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, plans, charities, and estates, offering financial planning, investment management, and retirement plan advisory through a large network of independent Financial Professionals. The firm provides a variety of investment management solutions across multiple platforms and maintains both proprietary and third-party strategies.
Michelle R
Series 63, Series 66
Massillon, OH
UBS Financial Services
Michelle Rose is a financial advisor with UBS Financial Services in Massillon, OH. She holds Series 63 and Series 66 licenses and has 26 years of industry experience, including 19 years at UBS and over two decades at Mcdonald Investments Inc. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and provides research-driven, tailored financial planning and portfolio management.
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 with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Securities Corporation, Eagle Strategies (NY Life), and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various research and technology tools.
Steven S
Series 66
Hartville, OH
LPL Financial
Steven Scherer is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, J.P. Morgan Securities, Chase Investment Services, and Guardian Life. In addition to his advisory role, he coaches for Dover City Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
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.
Brittany M
Series 66
Massillon, OH
Raymond James Financial
Brittany Motyka is a financial advisor at Raymond James Financial with seven years of industry experience. She previously worked at Edward Jones for nine years. Motyka is also involved with Stoll Financial Group LLC as an independent advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using a tailored, non-discretionary approach supported by advanced analytical tools.
Scott S
Series 63
Canton, OH
Ameriprise
Scott Sieverts is a financial advisor with Ameriprise in Canton, OH, holding a Series 63 designation and over 32 years of industry experience. He has been with Ameriprise and its predecessor firms since 1994. Outside of his advisory role, he is involved in property management through ownership of AEEA, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.
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