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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.

General estate planning guidance Wealth management Retirement income strategy General retirement planning Retired Founder/Business Owner Executive Women Professionals
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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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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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.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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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.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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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.

General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael H

Series 66

Canton, OH

Primerica Advisors

Michael Hutkowski is a financial advisor with Primerica Advisors in Canton, OH, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Massillion Digital Academy and Massillon City Schools. He also engages in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Niki P

Series 66

Canton, OH

Ameriprise

Niki Papic is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2014. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds. The firm uses a centralized consulting team to deliver non-discretionary recommendations incorporating research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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David V

Hartville, OH

Cambridge Investment Research Advisors

David Varner is a financial advisor at Cambridge Investment Research Advisors with 43 years of industry experience. Prior to joining Cambridge in 2019, he worked for Nationwide Advisory Services and Nationwide Insurance from 1973 to 2019. He is also an independent insurance agent with Varner Insurance Group and provides tax and legal liability services through Kyler and Company LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm delivers tailored investment strategies through a network of independent Financial Professionals and maintains a range of proprietary and third-party model strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Michael O

Series 63, Series 66

Uniontown, OH

LPL Enterprise

Michael Odonnell is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Prudential Insurance Company of America, Pruco Securities, and other firms. In addition to his advisory role, he serves as a notary public in North Canton, Ohio. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of adviser representatives. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated trust and insurance services.

Tax-loss harvesting
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Dominic W

Series 66

Canton, OH

Edward Jones

Dominic Wise is a Series 66-licensed financial advisor with Edward Jones in Canton, OH. He joined Edward Jones in 2026 and has a decade of prior experience with the Ohio Army National Guard. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer General retirement planning Founder/Business Owner Military & Veterans
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