Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Logan K
Series 65, Series 63
Powell, OH
Principal Financial Services
Logan Kirk is a financial advisor with Principal Financial Services holding Series 65 and Series 63 designations and four years of industry experience. He has worked with Dostal & Kirk Insurance and Financial Services since 2016, combining roles in insurance advisory and investment services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.
Michael S
CFP®, Series 63
Columbus, OH
VOYA Financial Advisors, Inc.
Michael Slyby is a CFP®-certified financial advisor with 25 years of industry experience, currently practicing at Voya Financial Advisors, Inc. in Columbus, OH. His prior roles include positions at LPL Financial, Park Avenue Securities, Guardian Life Insurance Company, and Transamerica Financial Advisors. Outside of his advisory work, he serves as a trustee, elder, deacon, and committee member at University Baptist Church. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and external strategists and uses technology-enabled tools to deliver both discretionary and non-discretionary investment management.
Todd R
Series 66
Columbus, OH
VOYA Financial Advisors, Inc.
Todd Richhart is a financial advisor at Voya Financial Advisors, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Valic Financial Advisors, and Allstate Insurance Company. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory, utilizing both affiliated and unaffiliated investment products within a structure that emphasizes investment policy statements and model portfolios.
Charles H
Series 63, Series 66
Worthington, OH
FIFTH THIRD SECURITIES, Inc.
Charles Huff Jr. is a financial advisor with Fifth Third Securities, Inc. in Hilliard, Ohio, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Fifth Third Securities since 2004. Outside of his advisory role, he is also an owner and landlord of rental properties in Columbus, Ohio. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and corporate affiliation.
Barnett M
Columbus, OH
VOYA Financial Advisors, Inc.
Barnett Mc Gowan is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. Prior to joining Voya in 2019, he worked at NYLIFE Securities LLC and New York Life Insurance Co., as well as American Apex Corp and Carmax. Outside of advising, he is active as a social media consultant producing content on philosophical anthropology and pop culture topics, and serves on the board and as treasurer for a veterans organization focused on PTSD, substance abuse, and homelessness. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporations. The firm combines in-house and outside strategists with technology-driven tools to offer both discretionary and non-discretionary account management through a broad network of advisors.
Andrew T
Series 63, Series 66
Powell, OH
FIFTH THIRD SECURITIES, Inc.
Andrew Thorne is a financial advisor at Fifth Third Securities, Inc. in Powell, Ohio, with 24 years of industry experience. He has held positions at Fifth Third Securities and Fifth Third Bank since 2004. Thorne holds Series 63 and Series 66 licenses. Fifth Third Securities 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 with features such as direct indexing and tax-overlay services, combining its municipal-advisor registration with its affiliation to Fifth Third Bank.
Mitchell E
Series 65, Series 63
Columbus, OH
Guardian Life
Mitchell Ewaska is a financial advisor with Guardian Life, holding Series 65 and Series 63 credentials. He has one year of industry experience, with previous roles at Lifetime Financial Growth and The Ohio State University. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.
Robert J
ChFC®, Series 63
Columbus, OH
Guardian Life
Robert Johnson III is a financial advisor with Guardian Life in Columbus, Ohio. He holds the ChFC® and Series 63 designations and has 39 years of industry experience. Johnson has been with Guardian Life since 2008 and has operated the Self-Johnson Agency since 1984. He serves as chairman of the finance committee and is a deacon at Delaware Bible Church. Guardian Life's subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies through proprietary and third-party platforms, providing tailored client solutions that include financial planning, consulting, and access to insurance and alternative investment products.
Brianne C
Series 66
Columbus, OH
VOYA Financial Advisors, Inc.
Brianne Caldwell is a financial advisor with Voya Financial Advisors, Inc. in Columbus, Ohio. She holds a Series 66 designation and has four years of industry experience, including previous roles at Raymond James Financial Services and Welsh Hills Financial Services. Outside of her advisory work, she is a musician and plays the fiddle. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory, utilizing a combination of in-house and third-party strategists, model portfolios, and technology-enabled tools to implement client strategies.
Lori F
Series 65
Westerville, OH
Mercer Global Advisors Inc.
Lori Fellows is a Series 65-licensed financial advisor at Mercer Global Advisors Inc. with seven years of industry experience. Her prior roles include positions at Raymond James Financial Services, Gerber, LLC, and First Ohio Planning, LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.
Shawn V
Series 63, Series 65
Powell, OH
Stratos Wealth Partners, Ltd
Shawn Vance is a financial advisor at Stratos Wealth Partners, Ltd with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities, Morgan Stanley, and Citigroup Global Markets prior to joining Stratos in 2016. Outside of advisory work, he is a business owner involved with a FedEx Home Delivery transport company and a maintenance repair business. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and other institutions, offering customized portfolio management through an independent adviser model and an open-architecture platform integrating multiple third-party managers.
Laurel L
Series 63, Series 66
Columbus, OH
VOYA Financial Advisors, Inc.
Laurel Link is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with VOYA since 2014. Outside of her advisory role, Laurel serves as Team Mom for the Alter High School Lady Knights soccer team, overseeing various team committees and event planning. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, unified managed account programs, and retirement advisory services to individuals, including high-net-worth clients, as well as pension plans and charitable organizations. The firm combines model portfolios, in-house and third-party strategists, and technology-enabled tools to deliver both discretionary and non-discretionary investment management.
John S
CFP®, ChFC®, Series 63, Series 66
Dublin, OH
FIFTH THIRD SECURITIES, Inc.
John Stiltner is a CFP® and ChFC® with 28 years of industry experience. He has worked at Fifth Third Securities, Inc. and Fifth Third Bank since 2004. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers a variety of program types and third-party portfolio managers on its Passageway Managed Account Platform, with a focus on customized risk profiles and diversified strategies.
Stephan J
Series 66
Lewis Center, OH
PNC Wealth Management
Stephan Jarvie is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at The Huntington Investment Company and Huntington National Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.
Peyton W
Series 66
Columbus, OH
Guardian Life
Peyton White is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and has worked with Park Avenue Securities and Guardian Life since 2023. Outside of finance, he is a professional golfer. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, businesses, and organizations. The firm provides tailored financial planning and investment solutions through advisor-led discretionary management, model-based strategies, and digital advisory platforms.
Adam D
Series 66
Powell, OH
Key Investment Services LLC
Adam Donehue is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 24 years of industry experience. His prior work includes a year at UBS Financial Services and multiple tenures at Key Investment Services LLC since 2014. Outside of his advisory role, he coaches youth wrestling with the Olentangy Youth Wrestling Organization. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans. The firm utilizes a multi-provider model with discretionary and non-discretionary strategies, integrating resources from KeyCorp affiliates and offering various wrap-fee programs through a network of financial professionals.
Teron C
Series 66
Dublin, OH
Empower Advisory Group
Teron Carter is a Series 66-licensed financial advisor with Empower Advisory Group and has 21 years of industry experience. He previously worked at UBS Financial Services and PNC Investments. Outside of his advisory role, he is a partner in TCC2, LLC, a real estate holding company he established for estate planning purposes. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm offers a financial planning service focused on long-term portfolio returns and integrates its advisory services closely with Empower’s administrative platforms.
John A
Series 63, Series 65
Dublin, OH
J. W. Cole Advisors, Inc.
John Albrecht is a financial advisor with J.W. Cole Advisors, Inc. based in Dublin, OH. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with J.W. Cole Advisors since 2015 and also operates Wealth Management Services, Inc. since 2006. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches, including access to third-party managers and digital advice platforms.
Nathan C
Series 66
Powell, OH
OSAIC Institutions, INC.
Nathan Cooper is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and 13 years of industry experience. He has worked at Edward Jones and Infinex Investments, Inc., and currently serves at First Commonwealth Bank, where he is involved with the Trust Division. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on delegated investment management and diverse client solutions.
Christopher N
Series 66
Columbus, OH
VOYA Financial Advisors, Inc.
Christopher Nicola is a financial advisor at Voya Financial Advisors, Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with Voya since 2016. Nicola is also involved with The Verdi Group, a financial services enterprise. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services, utilizing a combination of in-house and external strategists, model portfolios, and technology-enabled tools to support its investment approach.
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide