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Sean O
Series 65
Perrysburg, OH
Advisory Alpha, LLC
Sean O'drobinak is a Series 65-licensed financial advisor with Advisory Alpha, LLC, where he has worked since 2022. He has four years of industry experience and has held roles at Citizen Advisory Group and Foresight Insurance, both involving insurance sales and financial consulting. Prior to his advisory career, he spent eight years at Case Medical, Inc. and five years at Intuitive Surgical. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients. The firm employs a centralized investment team that uses a fund-of-funds approach and serves as a subadvisor and co-advisor to other registered investment advisers.
Kaitlyn N
Series 65
Perrysburg, OH
Advisory Alpha, LLC
Kaitlyn Natividad is a Series 65 credentialed financial advisor with one year of industry experience. She is currently with Advisory Alpha, LLC and previously worked at Fifth Third Bank. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for a diverse client base, including individual and high-net-worth clients. The firm employs a fund-of-funds approach with systematic portfolio management and serves in subadvisory and co-advisory roles for other registered investment advisers.
George N
Series 66
Perrysburg, OH
ON Investment Management CO
George Newton III is a financial advisor with ON Investment Management Co. He holds a Series 66 designation and has 26 years of industry experience. Prior to joining ON Investment Management Co. in 2025, he worked at Cambridge Investment Research Advisors and The O.N. Equity Sales Co. He also serves as an agent for Augustar Life Insurance Company. ON Investment Management Company is a SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including modular financial plans and access to third-party investment programs, with a mix of discretionary and non-discretionary asset management.
Grant N
Series 63, Series 66
Perrysburg, OH
ON Investment Management CO
Grant Newton is a financial advisor with ON Investment Management Co. in Perrysburg, Ohio. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior firms include Cambridge Investment Research, Inc. and The O.N. Equity Sales Company. Newton is also an insurance agent with Augustar Life Insurance Company. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary account management and maintains a dual-registration model integrating broker-dealer activities with advisory services.
Gail A
Series 65
Rudolph, OH
Gradient Advisors, LLC
Gail Adler is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has operated Adler Insurance Agency LLC since 2006. In addition to her advisory role, she manages a farm ground cash rent business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities through a network of Investment Advisor Representatives and third-party money managers. The firm employs a largely non-discretionary model and uses various analytical tools to align portfolios with client objectives and risk tolerance.
Christopher E
Series 63, Series 65
Perrysburg, OH
Wesbanco Securities, Inc.
Christopher Egli is a financial advisor at WesBanco Securities, Inc. with 27 years of industry experience. His prior roles include positions at LPL Financial, Premier Bank, and Money Concepts Capital Corp. He holds Series 63 and Series 65 licenses. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through non-discretionary wrap accounts and various managed account platforms, emphasizing tailored investment strategies based on client objectives, risk tolerance, and time horizon.
John N
Series 63, Series 65
Perrysburg, OH
Advisory Alpha, LLC
John Newton is a financial advisor with Advisory Alpha, LLC in Perrysburg, Ohio. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at The Huntington National Bank, NYLIFE Securities, and Fifth Third Bank. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients, supported by approximately 60 advisors. The firm employs a fund-of-funds investment approach with discretionary portfolio management and serves as a subadvisor and co-advisor to other registered investment advisers.
Kevin B
Series 65
Perrysburg, OH
Advisory Alpha, LLC
Kevin Bucher is a Series 65-licensed financial advisor with 15 years of industry experience, currently with Advisory Alpha, LLC since 2020. His prior roles include positions at Planners Alliance and Alphastar Capital Management, and he has been involved with Citizen Advisory Group since 2007, where he serves as Vice-President and is also a licensed insurance agent. In addition to his advisory work, he co-owns a tax preparation business, CAG Tax, LLC. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plans and donor-advised funds. The firm also supports other registered investment advisors through subadvisory and co-advisory arrangements and employs a broad range of managed portfolio strategies overseen by an internal Investment Team.
Nolan D
Series 66
Bowling Green, OH
Creative Financial Designs, Inc.
Nolan Dill is a financial advisor with Creative Financial Designs, Inc. in Bowling Green, OH, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Wells Fargo Clearing and professional sports organizations such as the Detroit Lions and Detroit Tigers. Outside of advisory services, he is involved in insurance sales through his DBA Standing Firm Financial and operates Nolan C Dill LLC, providing financial planning and investment services. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a variety of investment management and financial planning solutions. The firm employs asset-class model allocations informed by third-party research and offers strategies ranging from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.
Peter S
CFP®, Series 65
Perrysburg, OH
Advisory Alpha, LLC
Peter Samenuk is a CFP® and holds a Series 65 license with 11 years of industry experience. He is currently with Advisory Alpha, LLC and has previously worked at Planners Alliance, Alphastar Capital Management, LLC, and Citizen Advisory Group, LLC. In addition to his advisory role, he is involved in insurance sales and serves as a general partner at Foresight Insurance, LLC. Advisory Alpha serves individual and high-net-worth investors with portfolio management, financial planning, and a range of specialty solutions, including retirement plans and tax-advantaged accounts. The firm also partners with other registered investment advisors through subadvisory and co-advisory arrangements and employs a diverse investment approach featuring fund-of-funds strategies alongside individual securities and structured products.
Eric W
Series 66
Whitehouse, OH
Farther
Eric Watson is a Series 66-licensed advisor with 14 years of industry experience. He has worked at Farther since 2025 and previously led Eric Watson Financial Group LLC for 12 years. Watson is also the owner and president of Turtle Shell Properties, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach, utilizing proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, individual equities, and fixed income.
Joseph K
Perrysburg, OH
Transamerica Financial Advisors
Joseph Kizer is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He is also employed as a vascular access specialist and provides nursing care at Wood County Hospital. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers a mix of advisory and broker-dealer services with proprietary model portfolios and access to third-party money managers, managing both discretionary and non-discretionary assets.
Morgan D
Series 63, Series 65
Perrysburg, OH
Ameritas Advisory Services, LLC
Morgan De Nutte is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and approximately two years of industry experience. Prior to joining Ameritas, Morgan worked at Northwestern Mutual and several mortgage firms. Morgan is also involved with Deverna & Co Financial, providing investment advisory and insurance services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment strategies utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and sub-advisers.
Umihiko S
Series 63, Series 66
Perrysburg, OH
Eagle Strategies (NY Life)
Umihiko Saito is a financial advisor with Eagle Strategies (NY Life) in Perrysburg, OH, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Eagle Strategies since 2009 and is also affiliated with Nylife Securities LLC and New York Life Insurance Company, both since 2006. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.
Christopher M
Series 65
Perrysburg, OH
Brookstone Capital Management LLC
Christopher Mcintire is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds a Series 65 designation and has operated McIntire Retirement Services since 2000, providing financial and retirement planning. McIntire is also involved in insurance sales as an independent contractor. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios, unified managed accounts, and separately managed accounts.
Madeson L
Series 66
Bowling Green, OH
FIFTH THIRD SECURITIES, Inc.
Madeson Lamlein is a financial advisor with Fifth Third Securities, Inc. in Bowling Green, Ohio, holding a Series 66 designation and three years of industry experience. Prior to joining Fifth Third Securities, Lamlein worked at Fifth Third Bank and has experience in various roles including at Beckett's Burger Bar and Valco Valley Tool and Die. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.
Hunter S
Series 65
Perrysburg, OH
Ameritas Advisory Services, LLC
Hunter Smith is a financial advisor at Ameritas Advisory Services, LLC with a Series 65 designation and one year of industry experience. His career includes roles at Ameritas Advisory Services, DeVerna & Co Financial, and LPL Enterprise LLC. Outside of finance, he has experience working with Beck Logistics LLC and has been involved with various organizations including Bowling Green State University and Stone Ridge Golf Club. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing a range of model portfolios, mutual funds, ETFs, interval funds, and individual securities.
Anthony S
Series 66
Perrysburg, OH
Eagle Strategies (NY Life)
Anthony Spaniolo is a Series 66-licensed financial advisor with Eagle Strategies (NY Life) and has one year of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he occasionally bartends on weekends at Silver Lake Chicken Shack. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.
Brooke B
Series 63, Series 65
Bowling Green, OH
Integrity Alliance, LLC
Brooke Bowerman is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She previously worked at Royal Alliance Associates for 13 years and has owned Bowerman Financial LLC, an insurance agency, since 2007. Outside of her advisory work, Bowerman serves as chairman of Visions of Hope Ministries and is a member of the executive advisory board for the Toledo Community Land Trust, a nonprofit focused on affordable housing and equitable development. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting, utilizing a variety of portfolio strategies and custodial platforms.
Robert S
CFP®, Series 63, Series 65, Series 66
Perrysburg, OH
Ameritas Advisory Services, LLC
Robert Schoonmaker is a CFP® professional with 23 years of experience currently affiliated with Ameritas Advisory Services, LLC. His prior experience includes roles at Huntington Bank and Mass Mutual Investors Services. Schoonmaker serves on the boards of several nonprofit organizations, including the University of Toledo Foundation, Junior Achievement of Northwest Ohio, and the YMCA of Greater Toledo, where he participates in investment committees and organizational oversight. He is also active as a fitness coach at CrossFit Fenix. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services including asset management, financial planning, and retirement plan advisory, utilizing model portfolios, mutual funds, ETFs, and other investment vehicles.
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