Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

50 advisors near
43420

Out of 400,000+ nationwide

firm logo

Steven H

Series 66

Fremont, OH

Edward Jones

Steven Hohenstein is a financial advisor with Edward Jones in Fremont, Ohio, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Croghan Colonial Bank and Hantz Group, as well as experience in construction with Hohenstein Construction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,700 financial advisors.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Values-based investing Religious/faith focused
user avatar
firm logo

Kenneth K

CFP®, Series 66

Fremont, OH

Edward Jones

Kenneth Kreilick is a CFP® and Series 66 licensed advisor with Edward Jones, based in Fremont, OH. He has nine years of industry experience, all of which have been with Edward Jones since 2017, following a one-year period of unemployment. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers various advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Matthew W

Series 63, Series 66

Port Clinton, OH

Cetera

Matthew Wenzinger is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has worked with Cetera and its affiliate Cetera Wealth Services since 2025 and previously spent over two decades at Concourse Financial Group Securities Inc. Wenzinger also operates Wenzinger Financial Services, offering financial and insurance services, and serves as a trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, providing services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Natasha I

Series 66

Fremont, OH

Edward Jones

Natasha Irons is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017. Prior to her current role, she worked for Buckeye Broadband for ten years. Outside of finance, she is also a minister and performs wedding ceremonies in Fremont, Ohio. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Matthew C

ChFC®, Series 63, Series 65

Bellevue, OH

Cambridge Investment Research Advisors

Matthew Caputo is a ChFC® credentialed financial advisor with over 42 years of industry experience. He is currently with Cambridge Investment Research Advisors and has held prior roles at THE O.N. Equity Sales Company, Connecticut Mutual Life Insurance Co., and Sun Life Assurance Co. Caputo is also a board member of the Mosaic Family Zone, a civic organization in Toledo, Ohio. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers both proprietary and third-party investment strategies through a network of independent financial professionals using various custody and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Jordan M

ChFC®, Series 66

Genoa, OH

LPL Financial

Jordan Moore is a financial advisor with LPL Financial, holding the ChFC® designation and Series 66 license, with nine years of industry experience. He has been with LPL Financial and Genoa Financial since 2016. Outside of his advisory role, Moore serves as an elected trustee for Carroll Township in Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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

Sarah H

CFP®, Series 66

Clyde, OH

Edward Jones

Sarah Hunker is a CFP® professional with seven years of industry experience, currently serving at Edward Jones since 2018. She has prior experience in education and agriculture-related roles and is involved in several agricultural activities, including serving as the board president of the Sandusky County Farm Bureau and participating in family-owned livestock auction and cattle operations. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm provides a range of investment strategies and affiliated services, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
user avatar
firm logo

Michael N

Series 63

Clyde, OH

Edward Jones

Michael Neill is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds a Series 63 designation. Outside of his advisory work, he manages and operates Neill Show Cattle LLC, a cattle and dog farm in Bellevue, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Paul C

Series 66

Port Clinton, OH

Edward Jones

Paul Christman is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at the Cleveland Federal Reserve, Magruder Hospital, and The City of Port Clinton. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a large national network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Military & Veterans Founder/Business Owner
user avatar
firm logo

Thomas L

Series 66

Port Clinton, OH

Edward Jones

Thomas Leone is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Willoughby Western Lake County Chamber of Commerce, All Saints Federal Credit Union, and CompSource Inc. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Zachary P

Series 66

Fremont, OH

Edward Jones

Zachary Priesman is a financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2023, he worked at Reynolds American for six years and Global Technical Recruiters for one year. He holds the Series 66 designation. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Michelle R

CFP®, Series 66

Fremont, OH

Edward Jones

Michelle Russell is a CFP®-designated financial advisor with Edward Jones in Fremont, Ohio, bringing 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary investment strategies through a large nationwide network of advisors and branch offices.

Divorce financial planning Retirement income strategy Wealth management Inheritance planning General estate planning guidance Retired Founder/Business Owner Executive Women Professionals
user avatar
firm logo

Jeffrey M

CFP®, Series 63

Bellevue, OH

Cetera

Jeffrey Mariea is a CFP® professional with 40 years of experience in the financial services industry. He is currently with Cetera and has been involved with affiliated entities since 1998, including ownership of Planvest Inc., a financial services firm. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors using a multi-manager platform with various program structures and investment options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Robert C

Series 66

Port Clinton, OH

Edward Jones

Robert Candage is a financial advisor at Edward Jones with 20 years of industry experience and a Series 66 designation. He has been with Edward Jones since 2012. Outside of his advisory role, he serves on the Finance Committee Board for Port Clinton City Schools, assisting with budget decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Austin D

CFP®, ChFC®, Series 66

Genoa, OH

Edward Jones

Austin Dean is a financial advisor at Edward Jones with five years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2021, he worked at DWH Corp., BBCetc, Start Garden Inc., and Vela Sciences. He serves as a board trustee for the Ottawa County Improvement Corporation, acting as a liaison between the Genoa community and the county economic development office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated capabilities, including advisory programs, separately managed accounts, and proprietary mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Business ownership considerations Business succession planning Inheritance planning Retired Founder/Business Owner Executive Intergenerational Families
user avatar
firm logo

Isaac R

Series 66

Bellevue, OH

Edward Jones

Isaac Roeder is a financial advisor at Edward Jones in Bellevue, OH, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones, he worked at Clark's Lawn Care and was unemployed for an extended period. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, through a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Brittany G

Series 65, Series 63

Port Clinton, OH

LPL Financial

Brittany Griffin is a financial advisor at LPL Financial with Series 65 and Series 63 credentials and two years of industry experience. She has held positions at The Genoa Bank Company and First Federal Savings of Lorain. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, third-party asset management access, and institutional platforms, supported by a large network of advisors and extensive non-advisory financial activities.

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

Derek G

Series 66

Clyde, OH

Edward Jones

Derek Gray is a financial advisor with Edward Jones in Clyde, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in public service roles with the cities of Fremont and Clyde, and has experience in real estate and education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Engineering Professional Doctor or Medical Professional Educators, Teachers, and Academics Real Estate Professional
firm logo

Michelle D

Series 63, Series 66

Port Clinton, OH

Edward Jones

Michelle Dubena is a financial advisor at Edward Jones in Port Clinton, OH, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Citizens Securities, Citizens Bank, Prudential Insurance Company of America, and PNC Investments. Outside of her advisory role, she provides customer service for the Home Shopping Network and serves as a board member for Leadership Ottawa County. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Divorce financial planning Family Business Business ownership considerations Business succession planning Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
user avatar
firm logo

Steven H

Series 63, Series 65

Port Clinton, OH

LPL Enterprise

Steven Hahn is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has previously worked with Prudential Insurance Company of America since 1977 and Pruco Securities, LLC. since 1977 until 2024. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Tax-loss harvesting
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")