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470 advisors near
44405
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Nicholas F
Series 63
Canfield, OH
Capital A Wealth Management
Nicholas Fajack is a financial advisor at Capital A Wealth Management with six years of industry experience. He holds a Series 63 designation and has worked with firms including Madison Avenue Securities, SA Stone Investment Advisors, Cetera Investment Services, and Farmers National Bank. Outside of his advisory role, he is a member and presenter on retirement planning topics for the Association of Financial Consultants and the Council of Financial Educators, both IRS-approved nonprofit organizations. Capital A Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth households, foundations, trusts, corporations, and employer-sponsored retirement plans. The firm employs a top-down, macro-driven approach with tactical asset allocation and sector rotation, utilizing bespoke and model portfolios supported by third-party managers and a platform arrangement with AE Wealth Management.
Daniel S
Series 66
Salem, OH
Hunter Associates LLC
Daniel Scarpitti is a financial advisor at Hunter Associates LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Hunter Associates since 2012. Outside of his advisory role, he works as an independent insurance agent selling non-variable life, health, annuity, and disability income insurance products. Hunter Associates serves individual investors across wealth levels, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a range of investment strategies informed by fundamental, quantitative, and qualitative analysis, and manages approximately $1.34 billion in discretionary assets.
John S
Series 63, Series 65
Salem, OH
Hunter Associates LLC
John Scarpitti is a financial advisor with Hunter Associates LLC in Salem, Ohio, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with Hunter Associates since 2011 and previously worked at Janney Montgomery Scott and Parker/Hunter Incorporated. Outside of advisory work, he is an independent insurance agent involved in the sale of life, health, annuity, and disability income insurance products. Hunter Associates serves a diverse client base including individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a range of portfolio management and consulting services guided by written investment policy statements and combines fundamental, quantitative, and qualitative analysis in its strategies.
Tiffany B
Series 63, Series 65
Canfield, OH
True Wealth Design, LLC
Tiffany Broomfield is a financial advisor at True Wealth Design, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Brookstone Wealth Advisors, Connolly Financial Services, Equitable Advisors, and Axa Advisors. Outside of advising, she is a licensed insurance agent and also provides notary services. True Wealth Design offers financial planning, investment advisory, and wealth management services to individuals, families, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a structured, tax-aware investment approach and provides coordinated tax, accounting, and insurance services through affiliated subsidiaries.
Robert M
CFP®, Series 63, Series 65
Salem, OH
Hunter Associates LLC
Robert Mcculloch III is a CFP® professional with 44 years of experience in the financial services industry. He is currently with Hunter Associates LLC and Hunter Private Capital Advisors, LLC. In addition to his advisory work, he acts as an independent insurance agent, selling non-variable life, health, annuity, and disability income insurance products. Hunter Associates LLC is an SEC-registered, multi-advisor firm managing approximately $1.2 billion in assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles, employing a range of portfolio management strategies including long- and short-term equity, option writing, and a manager-of-managers program.
Nathan G
CFP®, Series 66
Salem, OH
Hunter Associates LLC
Nathan Garofalo is a financial advisor with Hunter Associates LLC in Salem, Ohio, holding a Series 66 designation and three years of industry experience. Prior to joining Hunter Associates in 2022, he worked at Libb Company, Premier Bank, Motto Mortgage, and Robertson Heating Supply. Outside of his advisory role, he works as a line cook at Mary’s Pizza on weekends. Hunter Associates is a multi-advisor SEC-registered firm managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis to build portfolios and offers discretionary and non-discretionary management, financial planning, and a manager-of-managers program.
Kevin B
Poland, OH
Union Capital Company
Kevin Brown is a financial advisor at Union Capital Company with 41 years of industry experience. He has been with Union Capital since 2015. Outside of his advisory role, he is a 50% partner and vice president of Specialty Insurance and Financial Services, where he is involved in sales and management of life, health, disability, annuity, long-term care, dental, and vision insurance products. Union Capital Company provides portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm utilizes Markowitz modern portfolio theory for asset allocation and offers both discretionary and non-discretionary management using a range of investment vehicles including mutual funds, ETFs, and equities.
Frank F
CFP®, ChFC®, Series 63
Poland, OH
Tucker Asset Management LLC
Frank Filisky is a CFP® and ChFC® with 21 years of industry experience. He has been with Tucker Asset Management LLC since 2015 and has operated his own advisory business, Frank C. Filisky LLC, since 2011. Outside of his advisory work, he owns and operates the Frank Filisky Insurance Agency, providing life, health, long-term care insurance, annuities, and tax preparation services. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm utilizes a top-down, macroeconomic asset-allocation approach to manage discretionary portfolios and offers a range of growth, fixed-income, and alternative investment strategies.
John M
Series 66
Canfield, OH
Ausdal Financial Partners, Inc.
John Morvay is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and 36 years of industry experience. He previously worked at American Portfolios for 17 years and OSAIC for one year. Outside of advising, he serves as an adjunct professor of economics at Walsh University and is a member of the board of directors for Sand Dunes Shores Resort. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a variety of investment and financial planning services tailored to client objectives through a nationwide network of advisors.
Ryan T
CFA®
Hermitage, PA
JFS Wealth Advisors, LLC
Ryan Tiesi is a CFA® charterholder with six years of industry experience. He has worked at JFS Wealth Advisors, LLC since 2019 and previously spent nine years at Ernst and Young. Outside of his advisory role, he serves on the advisory board of Tecum Capital Partners, a multi-strategy investment firm. JFS Wealth Advisors is a multi-team registered investment adviser providing wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm develops client-specific Financial Goal Plans and uses an internal Investment Committee guided by Modern Portfolio Theory to manage portfolios through mutual funds, ETFs, and private investment options.
Tiffany D
CFP®
Hermitage, PA
JFS Wealth Advisors, LLC
Tiffany Danso is a CFP® professional with four years of industry experience, currently serving as a financial advisor at JFS Wealth Advisors, LLC. She has been with JFS Wealth Advisors since 2016 in various capacities. JFS Wealth Advisors is a multi-team registered investment adviser that offers wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan for each client, employs Modern Portfolio Theory in setting allocations, and provides access to private investment funds as well as ERISA plan services.
Nicholas C
Series 66
Canfield, OH
Ausdal Financial Partners, Inc.
Nicholas Cannon is a financial advisor at Ausdal Financial Partners, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at firms including American Portfolios and Emerge Capital Management. Outside of advisory work, he is involved in insurance sales and owns a business specializing in real estate 1031 exchanges. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers a range of advisory programs and financial planning services to individuals, trusts, corporations, pension plans, and charitable organizations, with investment strategies implemented on both discretionary and non-discretionary bases across various asset classes.
Todd F
Series 63
New Castle, PA
LaSalle St. Investment Advisors, L.L.C.
Todd Fennick is a financial advisor with LaSalle St. Investment Advisors, L.L.C. and holds a Series 63 designation. He has 30 years of industry experience, including prior roles at Sterne Agee and ownership of Fennick Financial Services. Outside of his advisory work, Fennick is a 50% owner of a lawncare business and serves on the governing boards of the New Castle Rotary and First Alliance Church. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.
Gregory H
Warren, OH
Stonex Advisors Inc.
Gregory Hovanic is a financial advisor at StoneX Advisors Inc. with 35 years of industry experience. He has been with StoneX Advisors since 2015 and is also president of G. D. Hovanic Agency Inc., an insurance and investment sales firm. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm utilizes multiple investment platforms and offers a variety of account structures and model-based solutions.
Louis C
CFP®
Hermitage, PA
JFS Wealth Advisors, LLC
Louis Colella is a CFP® professional with 11 years of experience, currently serving at JFS Wealth Advisors, LLC. He has been with JFS Wealth Advisors since 2016 in various capacities. JFS Wealth Advisors is a multi-team registered investment adviser that delivers wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal governments. The firm employs a Financial Goal Plan process and an internal Investment Committee that applies Modern Portfolio Theory to portfolio allocations, offering both discretionary and non-discretionary management across mutual funds, ETFs, and private investment vehicles.
Marie S
Series 66
Canfield, OH
Ausdal Financial Partners, Inc.
Marie Studniarz Rudolph is a financial advisor at Ausdal Financial Partners, Inc. with eight years of industry experience. She holds a Series 66 designation and has previously worked at OSAIC, American Portfolios Financial Services Inc, Stratos Wealth Partners, LTD, and LPL Financial. Outside of her advisory role, she performs notary services on an as-needed basis. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a variety of advisory and brokerage services, developing investment strategies tailored to each client’s objectives and risk tolerance.
Ryan N
Series 63, Series 65
Warren, OH
Corecap Advisors
Ryan Nisbett is a financial advisor at CoreCap Advisors in Warren, OH, holding Series 63 and Series 65 licenses. He has one year of industry experience, including time at CoreCap Investments, TLC Wealth, and self-employment. In addition to his advisory role, Nisbett works as an independent insurance agent, selling and servicing life and annuity policies. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients, including high-net-worth individuals, retirement accounts, and institutional entities. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.
Anthony D
Series 63, Series 65
New Middletown, OH
Stonex Advisors Inc.
Anthony Daprile is a financial advisor at StoneX Advisors Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at StoneX Advisors and StoneX Securities since 2019, following seven years at Nationwide Securities, LLC. Outside of his advisory role, he owns Daprile Insurance Group, LLC, a property and casualty insurance agency with locations in Warren and New Middletown, Ohio. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a combination of advisor-managed portfolios, proprietary models, and third-party managers to implement customized investment strategies.
Richard H
Series 66
Canfield, OH
Ausdal Financial Partners, Inc.
Richard Hofus is a financial advisor at Ausdal Financial Partners, Inc. He holds a Series 66 designation and has been in the industry since 2025. His prior work experience includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as employment at Fordham University. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial relationships.
Joshua M
Series 66, Series 65
Warren, OH
CWA Asset Management Group
Joshua Miller is a financial advisor at CWA Asset Management Group with 18 years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at F.N.B. Investment Advisors, Erie Bank, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, family offices, trusts, foundations, pension plans, and other institutional investors. The firm employs proprietary in-house research and models, utilizing both active and quantitative strategies with elements such as artificial intelligence, globally diversified portfolios, and various advanced investment techniques tailored to client objectives.
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Finding advisors...
470 advisors near
44405
within the area shown on the map
Out of 400,000+ nationwide