Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

1,106 advisors near
44202

Out of 400,000+ nationwide

user avatar
firm logo

Blake R

CFP®, Series 63, Series 65

Hudson, OH

Stratos Wealth Partners, Ltd

Blake Rawson is a CFP® professional with 29 years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd. He has been with Stratos and LPL Financial since 2010. Outside of his advisory work, he owns an aircraft which he rents or leases to flight schools and operates Bourbon-Tracker.com, a website unrelated to investment services. Stratos Wealth Partners serves a diverse client base including individuals, trusts, charitable organizations, corporations, and institutional clients, offering portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios with an open-architecture approach.

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

Andrew M

CFP®, Series 63, Series 65

Hudson, OH

Commonwealth Financial Network

Andrew Maimona is a CFP®-certified financial advisor with 27 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Hudson Wealth Management, and previously worked at Stratos Wealth Partners, LTD and LPL Financial. Outside of his advisory work, he is co-owner and president of a family restaurant, The Basement in Brimfield, Ohio. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and model portfolios, serving both retail and institutional clients.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Christopher B

Series 63, Series 65

Beachwood, OH

The huntington Investment company

Christopher Brown is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Huntington Insurance and The Huntington Investment Company since 1998. Outside of his advisory role, he serves as a board member and committee member at Parkside Church. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party sub-managers with proprietary Private Bank models.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar
firm logo

Anthony B

Series 63, Series 65

Beechwood, OH

The huntington Investment company

Anthony Berg is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 designations and having 10 years of industry experience. His career includes roles at The Huntington National Bank and Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm uses an open-architecture model combining third-party managers with proprietary offerings and sponsors multiple wrap-fee programs on the Envestnet MAS platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar
firm logo

Matthew M

Series 65

Shaker Heights, OH

Cerity partners LLC

Matthew Mcdonald is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and 12 years of industry experience. He previously worked at AJ Wealth LLC from 2014 to 2022 before joining Cerity Partners in 2023. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio management.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
user avatar
firm logo

Randall K

Series 63

Beachwood, OH

Guardian Life

Randall Keller is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 17 years of industry experience. His prior experience includes over a decade with Northwestern Mutual in various wealth management and investment management roles. Outside of his advisory work, Keller is a partner in Navarre Dentistry, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships utilizing both proprietary and third-party model portfolios, as well as a hybrid digital advisory solution.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
user avatar
firm logo

Chad S

Series 66

Twinsburg, OH

Citizens Securities, Inc.

Chad Stertzbach is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Citizens Bank, River City Mortgage, Quicken Loan, and Huntington National Bank. He also serves as a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and an insurance agency.

Tax-loss harvesting Passive / index investing
user avatar
firm logo

Bruce H

Series 63, Series 65

Beachwood, OH

Oppenheimer

Bruce Hartzmark is a financial advisor with Oppenheimer in Beachwood, Ohio, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Fahnestock & Co., Inc. since 1988. Outside of his advisory work, he serves on the University Hospitals of Cleveland Digestive Health Institute Leadership Counsel. Oppenheimer provides advisory and execution services to individuals, corporations, pooled vehicles, and retirement plans, offering a variety of portfolio management and consulting programs. The firm employs strategic and tactical asset allocation across multiple strategies and manages approximately $36.7 billion in assets as of the end of 2025.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
user avatar
firm logo

Steven G

Series 65, Series 63

Solon, OH

Hornor, Townsend & Kent, LLC

Steven Goodman is a financial advisor with Hornor, Townsend & Kent, LLC in Solon, Ohio, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at Penn Mutual Life Insurance Company and Hornor Townsend and Kent, Inc. since 2007. Outside of his advisory role, he is involved as an agent in life insurance brokerage and partners in a firm that provides training and support for disability and long-term care insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining investment advice with custody and execution capabilities.

Business succession planning Wealth management
user avatar
firm logo

Jackson R

Series 66

Beachwood, OH

Guardian Life

Jackson Roskow is a financial advisor at Guardian Life with a Series 66 designation and no prior industry experience. His work history includes roles at Park Avenue Securities since 2025 and Guardian Life Insurance Company since 2024, as well as positions outside the financial industry at Canterbury Country Club, Kent State University, Hamburg Brewing Company, and Orchard Park School District. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, and investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
user avatar
firm logo

Adam P

Beachwood, OH

Stratos Wealth Partners, Ltd

Adam Pollack is a financial advisor with Stratos Wealth Partners, Ltd., holding 12 years of industry experience. He has also worked with LPL Financial since 2013 and has a background with Advanced Wound Concepts Inc. outside the advisory industry. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and diversified asset allocation across multiple custodians.

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

Mark V

CFP®, Series 66

Chagrin Falls, OH

Stratos Wealth Partners, Ltd

Mark Ventura is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Stratos Wealth Partners, Ltd. He has previously worked at Morgan Stanley, PNC Investments, and Charles Schwab. Ventura also provides administrative support to Stratos Wealth Partners, an independent investment advisor firm. Stratos Wealth Partners offers advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians and utilizing affiliated and third-party sub-advisors.

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

Jessica P

Series 66

Hudson, OH

Stratos Wealth Partners, Ltd

Jessica Palmer is a financial advisor with LPL Financial and Stratos Wealth Partners, holding a Series 66 designation and 25 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined total of 18 years. Palmer provides investment advisory services through Stratos Wealth Partners, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a broad range of investment solutions, combining large-scale advisory operations with insurance, lending, and product distribution capabilities.

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

Ryan P

Series 66

Beachwood, OH

Stratos Wealth Partners, Ltd

Ryan Patton is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Key Investment Services and LPL Financial. Outside of his advisory role, he is involved with North Star Appraisal Solutions, an appraisal services business. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

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

Shivani S

Series 66

Solon, OH

Empower Advisory Group

Shivani Singh is a financial advisor at Empower Advisory Group with two years of industry experience. She holds a Series 66 designation and has worked at several firms including DXC Technology and New York Life. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Ryan G

Series 66

Northfield, OH

The huntington Investment company

Ryan Greenhill is a Series 66-licensed advisor with The Huntington Investment Company, bringing 13 years of industry experience. His prior roles include positions at PNC Investments and Ameriprise Financial Services. Outside of his advisory work, Greenhill is involved in local real estate ventures through partnerships in several LLCs focused on hospitality renovations and short-term rental management. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model that integrates third-party sub-managers and proprietary Private Bank strategies, offering a range of wrap-fee investment programs delivered through National Financial Services.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar
firm logo

Christopher R

Beachwood, OH

Stratos Wealth Partners, Ltd

Christopher Radzinski is a financial advisor with Stratos Wealth Partners, Ltd., holding 12 years of industry experience. He has been with Stratos Wealth Partners since 2014 and has also been associated with LPL Financial since 2013. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.

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

Michael C

CFP®, Series 66

Chagrin Falls, OH

Stratos Wealth Partners, Ltd

Michael Cimperman is a CFP® professional with seven years of industry experience, currently serving at Stratos Wealth Partners, Ltd. since 2021. His prior roles include positions at HRZ Management, LPL Financial, Charter Steel, and the University of Akron. He provides administrative support to Stratos Wealth Partners, an independent investment advisory firm. Stratos Wealth Partners offers advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm utilizes an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios across multiple custodians and employs a combination of affiliated and third-party sub-advisors.

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

Frederick C

Series 66

Hudson, OH

Stratos Wealth Partners, Ltd

Frederick Cook is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 26 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2013. Outside of his advisory role, he is also a notary public in the state of Ohio. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

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

John R

Series 63

Beachwood, OH

Guardian Life

John Rutkowski is a financial advisor with Primerica Advisors in Beachwood, OH, holding a Series 63 designation and 18 years of industry experience. He has been associated with Guardian Life Insurance Co of America and Primerica Advisors since 2009. Outside of his advisory role, he works as an independent insurance agent. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party platforms, supporting diverse account types and lending solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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")