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Adriana B
Series 63, Series 65
Woodmere, OH
FIFTH THIRD SECURITIES, Inc.
Adriana Bastos Randall is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill, Raymond James & Associates, and Thomas McDonald Partners. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.
Michael G
Series 66
Cleveland, OH
Wealth Enhancement Advisory Services, LLC
Michael Granito is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds the Series 66 designation. He has eight years of industry experience and previously worked at Marcum Wealth, LLC, ProEquities, Inc., and other firms. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.
Anthony P
Series 63
Mayfield Hts, OH
Osaic Advisory Services, LLC
Anthony Podojil is a financial advisor at Osaic Advisory Services, LLC with 16 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Arbor Point Advisors and Cedar Brook Financial Partners. Outside of his advisory role, Podojil serves on the board of the Lake/Geauga Educational Assistance Foundation, acts as president of the board for ISTEM, a public education school, and is involved in educational consulting and nonprofit leadership. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base such as individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services including investment management, financial planning, and retirement plan consulting through multiple program models that utilize both proprietary and third-party platforms.
Bradley S
Series 63
Mayfield Hts, OH
Osaic Advisory Services, LLC
Bradley Schlang is a financial advisor at Osaic Advisory Services, LLC with 30 years of industry experience. He holds a Series 63 designation and has worked at firms including Arbor Point Advisors and Securities America Advisors. Schlang serves on several nonprofit boards, including as a trustee and finance committee member for Wingspan Care Group and Bellefaire JCB, and is involved with the Jewish Federation of Cleveland and Mt. Sinai Health Foundation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models, with portfolios constructed using proprietary and third-party platforms.
Brenda J
CFP®, Series 66
Solon, OH
Commonwealth Financial Network
Brenda Johnson is a CFP® and holds a Series 66 license, with 11 years of industry experience. She is affiliated with Commonwealth Financial Network and BDS Financial Network, where she has worked since 2012 and 2014, respectively. Johnson is the sole owner of Brenda Johnson, LLC, a private entity established for tax purposes and securities business facilitation. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver advice under Commonwealth’s supervision.
Greg G
CFA®
Shaker Heights, OH
Corient
Greg Goldfeder is a CFA® charterholder with 16 years of industry experience. He is currently with Corient, where he has worked since 2026, following prior roles at Vivaldi Capital Management and Proper Analysis Corp. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.
John H
Series 63
Beachwood, OH
Guardian Life
John Hollis is a financial advisor with Primerica Advisors in Beachwood, Ohio, holding a Series 63 designation and 37 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance since 2012. Outside of his advisory work, Hollis is involved in several business ventures, including serving as president of HaHa Dumpsters LLC and holding investments in product innovation through Blazor Inc LLC. Primerica Advisors serves a broad retail client base, offering transaction-based brokerage and fee-based advisory relationships along with financial planning and consulting services. The firm employs a variety of proprietary and third-party investment strategies and supports multiple advisory programs and account-level services.
Smita S
CFP®, Series 63
Solon, OH
Commonwealth Financial Network
Smita Samant is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2012. She holds the Series 63 license and operates a private entity, Smita Samant, LLC, related to her securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Zachary W
Series 63
Cleveland, OH
Wealth Enhancement Advisory Services, LLC
Zachary Williams is a financial advisor at Wealth Enhancement Advisory Services, LLC with 15 years of industry experience. He holds a Series 63 designation and has worked at firms including Marcum Wealth, LLC, Appreciation Financial, and Cetera Advisors LLC. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, using a strategic investment process that combines passive and active management guided by an internal Investment Committee.
Michael V
CFP®, Series 63, Series 66
Cleveland, OH
Wealth Enhancement Advisory Services, LLC
Michael Van Himbergen is a CFP® with 23 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Aurum Wealth Management and ProEquities, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active management, supported by an internal Investment Committee.
Dominic C
Series 66
Beachwood, OH
Bankers Life Advisory Services, Inc.
Dominic Campomizzi is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and with experience spanning several roles since 2015, including positions at Bankers Life entities and prior employment with ADT Safe Haven, Burger King, and Highland Local School District. He is based in Beachwood, Ohio. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.
Caden J
Series 65
Beachwood, OH
Bankers Life Advisory Services, Inc.
Caden Johnson is a financial advisor at Bankers Life Advisory Services, Inc. with six years of industry experience. He holds a Series 65 designation and has been with Bankers Life since 2016. In addition to his advisory role, he manages a team of agents responsible for hiring and training, and is appointed to write business for Medicare Supplement, annuity, life insurance, health, and long-term care products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.
Carmelito O
Series 63, Series 65
Beachwood, OH
Stratos Wealth Partners, Ltd
Carmelito Olaes Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and previously held positions at LPL Financial and Merrill. Stratos Wealth Partners serves a broad range of individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through a network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies and operates a variety of fee arrangements across multiple custodians.
Matthew R
Series 66
Twinsburg, OH
PNC Wealth Management
Matthew Ruhl is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 credential and has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account available to employees. The firm uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.
Gregory R
Series 63, Series 66
Lyndhurst, OH
PNC Wealth Management
Gregory Resnick is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Equitable Advisors, Axa Advisors, LLC, and Citizens Securities Inc. since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only discretionary model account available to select employees. The firm’s approach involves algorithm-driven portfolio recommendations and delegated portfolio implementation using mutual funds and ETFs.
Rita M
Series 63
Beachwood, OH
Stratos Wealth Partners, Ltd
Rita Maher is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding a Series 63 designation and bringing 19 years of industry experience. She has been with Stratos Wealth Partners and affiliated LPL Financial since 2011. Outside of her advisory role, she is the owner of Maher Acquisitions, a general contracting business. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, managed wrap and non-wrap programs, access to model portfolios and third-party managers, and retirement plan consulting through a large network of advisors using both proprietary and third-party strategies.
Hunter O
Series 66
Beachwood, OH
Oppenheimer
Hunter Osolin is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. He has held prior roles at Kinetico, Gannon University, and various other organizations. Osolin volunteers in a leadership capacity with the Diamond Advisory Group at University Hospitals, helping to review donation and fund allocation options. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management tailored to client objectives.
Gregory L
CFP®, Series 63, Series 65
Cleveland, OH
Wealth Enhancement Advisory Services, LLC
Gregory Lopez is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Valmark Securities, Inc., Marcum Wealth, Global Retirement Partners, LLC, LPL Financial, LLC, Oswald Companies, and Girard Securities, Inc. He serves on the investment committee of the Cleveland Music Settlement. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a combined passive and active investment approach guided by an internal Investment Committee.
Kelly M
Series 66
Solon, OH
Commonwealth Financial Network
Kelly Marshall is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Kelly has been with Commonwealth Financial Network since 2024 and also has a decade of experience with BDS Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services, managing roughly $212.7 billion in client assets.
Mark T
Series 63
Mayfield Hts, OH
Osaic Advisory Services, LLC
Mark Tichar is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and with 25 years of industry experience. He has worked at multiple firms including Arbor Point Advisors and Securities America Advisors, Inc. Tichar has also been involved in insurance sales through Ash Brokerage over a 20-year period. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides services such as investment management, financial planning, retirement plan consulting, and third-party manager selection, utilizing multiple program models and a combination of proprietary and third-party platforms.
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1,174 advisors near
44023
within the area shown on the map
Out of 400,000+ nationwide