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Romero L
Canton, OH
Ameriprise
Romero Llamas is a financial advisor with Ameriprise in Canton, OH, holding 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver personalized, non-discretionary retirement advice.
Jonathan Z
Series 66
North Canton, OH
Ameriprise
Jonathan Zepp is a financial advisor with Ameriprise in North Canton, Ohio, holding a Series 66 credential and three years of industry experience. He has been with Ameriprise since 2018 and also manages his own consulting business, Zepp Consulting. Outside of his advisory role, Zepp owns two local businesses, DubTag LLC and Zepps Pizza Inc., and serves on the board of the North Canton Community Improvement Corporation. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, providing tailored recommendations that integrate research, modeling, and tax-efficient strategies. The firm combines advisory, brokerage, and insurance solutions through its broad institutional platform.
Maria P
Series 66
Uniontown, OH
Edward Jones
Maria Pace is a financial advisor with Edward Jones in Uniontown, Ohio, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Fed Ex Custom Critical, Qdoba Mexican Eats, Jones Day, Aliquantum International, and Wadsworth City Schools/Bowling Green State University. 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. The firm is notable for its large advisor network, affiliated mutual funds, trust company services, and a fiduciary standard in its advisory practices.
Lydia K
Series 63, Series 65
North Canton, OH
J.P. Morgan Securities
Lydia Kerr is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Raymond James Financial Services and JPMorgan Chase Bank. Kerr has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.
Jason G
Series 66
Canton, OH
Raymond James Financial
Jason Gaskell is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Oak Street Funding, Westfield Bank, and The Commercial and Savings Bank. He is also involved with PortfolioVision, Inc. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm provides tailored non-discretionary planning and consulting, employing risk profiling and modeling tools, and supports clients through its advisory programs and institutional consulting services.
Amy H
Series 66
Louisville, OH
J.P. Morgan Securities
Amy Hunter is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing 24 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1996. Outside of her advisory role, she is an independent distributor for Young Living Essential Oils. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.
Bradley S
Series 66
North Canton, OH
Raymond James Financial
Bradley Smith is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years. Smith serves as a member of the finance and investment committee for Canton First Friends Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and modeling tools and supports a broad network of advisors and affiliated firms.
Timothy C
Series 66
Akron, OH
Ameriprise
Timothy Channel is a financial advisor with Ameriprise in Seville, Ohio, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, he is involved in independent insurance brokering with several insurance providers. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to generate tailored retirement income plans while offering a broad range of advisory, brokerage, and insurance solutions.
Matthew D
Series 66
Canton, OH
Merrill
Matthew Draper is a Senior Financial Advisor with Merrill Lynch Wealth Management who has been working with clients since 1998. He joined Merrill’s Canton, Ohio office and brings 24 years of experience helping clients streamline and plan their financial futures. Matthew holds the Chartered Retirement Planning Counselor™ designation and Personal Investment Advisor (PIA) credential. His client focus includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and tax minimization. He holds a bachelor's degree from The Ohio State University. Committed to community involvement, Matthew participates in activities with LifeShare Community Blood Services, including plasma donations.
Ryan K
Series 66
North Canton, OH
J.P. Morgan Securities
Ryan Keefer is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., PNC Investments, and PNC Bank, N.A. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.
Luke M
Series 63, Series 65
Canton, OH
Cambridge Investment Research Advisors
Luke Maurer is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including prior work at H.Beck, Inc. and operating as an independent insurance agent through his own firm. He maintains ongoing business activities as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and estates, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides multiple portfolio management solutions across various custody platforms, combining proprietary and third-party strategies tailored to client objectives.
Michael F
Series 66
Canton, OH
Merrill
Michael Flory is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on assisting retirees and pre-retirees manage the complexities of today's financial landscape, providing clients with a comprehensive range of financial solutions. His practice emphasizes client relationships, treating clients like family and striving to deliver exceptional service through a combination of investment and planning insights, lending, and daily cash management. Michael holds a Bachelor's Degree from Kent State University and has earned several professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise encompasses education planning, family wealth management strategies, retirement planning, philanthropic planning, and socially responsible investing. Beyond his professional work, Michael is involved with the YMCA as a board member and supports Akron Children's Hospital. He has personal interests in basketball, cooking, golfing, hiking, music, spending time with family, traveling, and watching movies.
Keith S
CFP®, Series 63
Canton, OH
Edward Jones
Keith Stults is a CFP®-designated financial advisor with Edward Jones in Canton, OH, where he has worked since 1999. He has 26 years of industry experience. Outside of his advisory role, he is the sole shareholder of KM Stults, Inc., a company that owns a parcel of land leased to a manufacturer. 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 programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Nicholas L
Series 66
North Canton, OH
Ameriprise
Nicholas Landy is a financial advisor with Ameriprise in North Canton, Ohio, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at the University of Dayton and has experience in hospitality and service roles. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on reliable income sources and tax-aware withdrawal strategies.
Casey K
Series 66
Uniontown, OH
Edward Jones
Casey Kittridge is a financial advisor at Edward Jones in Uniontown, OH, holding a Series 66 designation. Casey has prior experience working at Huntington National Bank and U.S. Bank, as well as positions outside the financial industry at Victoria's Secret. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with more than 23,700 financial advisors and provides services under a fiduciary standard.
Christine S
Series 66
Canton, OH
Morgan Stanley
Christine Stutzman is a financial advisor with Morgan Stanley in Canton, Ohio, holding a Series 66 designation and seven years of industry experience. She has worked at Morgan Stanley since 2019 and previously was associated with USA Financial and Covenant Financial Advisors. Outside of her advisory role, she sells jewelry through a direct home sales business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs with a financial planning process that uses structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.
Brian H
Series 66
North Canton, OH
Ameriprise
Brian Hamilton is a financial advisor with Ameriprise in Massillon, Ohio, holding a Series 66 designation and 21 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages Compass Consulting Solutions, LLC, a business related to his advisory activities. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.
Aaron G
Series 66
Canton, OH
Morgan Stanley
Aaron Good is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Apo Pumps and Compressors LLC for 13 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to support client objectives.
Samantha R
ChFC®, Series 66
Mogadore, OH
Edward Jones
Samantha Ridenour is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2017, following a prior role at Kent Apartments/College Towers. 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 under management and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.
Nathan H
ChFC®, Series 66
Uniontown, OH
Edward Jones
Nathan Hershman is a financial advisor at Edward Jones in Uniontown, OH, holding the ChFC® and Series 66 designations with 19 years of industry experience, all spent at Edward Jones since 2007. He serves as a Hope Ambassador for Akron Children's Hospital. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
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Finding advisors...
516 advisors near
44721
within the area shown on the map
Out of 400,000+ nationwide