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404 advisors near
44503
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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.
Gregory H
Warren, OH
StoneX Advisors Inc.
Gregory Hovanic is a financial advisor at StoneX Advisors Inc. with 34 years of industry experience. He has been with StoneX Advisors since 2015 and has operated his own firm, G.D. Hovanic, Inc., since 1989. Outside of his advisory role, he serves as president of G. D. Hovanic Agency Inc., an insurance and investment sales business. 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 offers a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers.
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 with Ausdal Financial Partners, Inc. She holds a Series 66 designation and has seven years of industry experience. Her prior roles include positions at OSAIC, American Portfolios Financial Services Inc, Stratos Wealth Partners, LTD, and LPL Financial. In addition to her advisory work, she is a commissioned notary public, providing notary services for client documents as needed. 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 range of investment and financial planning services tailored to each client’s objectives, using multiple custodians and integrating third-party managers into client solutions.
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 with StoneX Advisors Inc. in New Middletown, OH, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. He has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2019 and previously at Nationwide Securities, LLC from 2012 to 2019. Outside of advising, he is the owner of Daprile Insurance Group, LLC, a property and casualty insurance agency with locations in Warren and New Middletown. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm uses a variety of portfolio implementation platforms and offers both proprietary and third-party investment solutions.
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 previously worked at F.N.B. Investment Advisors, Inc. for seven years and Erie Bank for four years. Miller holds Series 66 and Series 65 licenses. CWA Asset Management Group is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, foundations, pension and profit-sharing plans, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and family office services, using a proprietary investment process that incorporates in-house research, global diversification, tax-aware strategies, and advanced technologies.
Kenneth P
CFP®, Series 63
Canfield, OH
StoneX Advisors Inc.
Kenneth Popovec is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. He has additional experience with StoneX Securities Inc. dating back to 2014. Outside of his advisory role, he owns KJP Financial Services, which sells life insurance and annuities, and serves as treasurer for the Canfield High School Hall of Fame Committee. He is also a board member of the Melina Michelle Edenfield Foundation, a charitable organization focused on pediatric brain tumor research. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a variety of advisory models and third-party managers, supported by integrated clearing, custody, and lending services through its affiliation with StoneX Group.
Matthew B
Series 63, Series 66
Canfield, OH
BFC PLANNING, Inc.
Matthew Bins Castronovo is a financial advisor at BFC Planning, Inc. with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Berthel, Fisher & Company Financial Services, Inc. and Rummel, Curry & Regginello Co., LPA. Outside of financial advising, he is an attorney handling Social Security and probate cases and serves as president of a Medicare supplement insurance business; he also operates an eBay account for buying and selling items. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and trusts, providing financial planning, portfolio management, and referrals to outside money managers through a network of approximately 200 investment adviser representatives. The firm offers a range of investment programs and employs various platforms and strategies, with distinctive operational practices such as prohibiting certain fee-paying share classes and supporting held-away discretionary management.
Joseph M
CFP®
Hermitage, PA
JFS Wealth Advisors, LLC
Joseph Millard is a CFP® professional with several years of experience at JFS Wealth Advisors, LLC. Prior to joining the firm, he worked at Kohl's and held positions at Youngstown State University and John F. Kennedy Catholic High School. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm combines financial goal planning with investment management through its Lifetime Planning Continuum® and employs an investment approach guided by Modern Portfolio Theory.
Aaron D
CFP®
Hermitage, PA
JFS Wealth Advisors, LLC
Aaron Dayton is a CFP® professional with 14 years of experience in financial advising, currently with JFS Wealth Advisors, LLC. He has been with JFS Wealth Advisors since 2012. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and a regular Investment Committee process incorporating Modern Portfolio Theory to guide investment decisions and offers a range of services including continuous investment management, fiduciary retirement plan services, tax preparation, and access to private investment funds.
Amanda M
CFP®, Series 65
Hermitage, PA
JFS Wealth Advisors, LLC
Amanda Marcello is a Certified Financial Planner (CFP®) with 19 years of industry experience. She has been with JFS Wealth Advisors, LLC since 2010. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm’s investment approach combines a written Financial Goal Plan with oversight from an internal Investment Committee that employs Modern Portfolio Theory to guide portfolio allocations.
Robert J
CFP®, PFS™, Series 63
Hermitage, PA
JFS Wealth Advisors, LLC
Robert Jazwinski is a CFP® and PFS™ credentialed financial advisor with 28 years of industry experience. He has worked with JFS Wealth Advisors, LLC since 2007. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm follows a Financial Goal Plan framework and uses Modern Portfolio Theory to guide investment decisions, offering a range of services including continuous investment management, retirement plan fiduciary services, tax preparation, and access to private investment opportunities.
Jeffrey D
Series 63, Series 65
Poland, OH
Moors & Cabot, Inc.
Jeffrey Davies is a financial advisor at Moors & Cabot, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Moors & Cabot since 2005. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers services ranging from discretionary portfolio management to fee-based financial planning.
Gary D
CFP®, PFS™
Hermitage, PA
JFS Wealth Advisors, LLC
Gary Dalessandro is a CFP® and PFS™ credentialed advisor with 23 years of experience. He has been with JFS Wealth Advisors, LLC since 2010. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm offers comprehensive wealth management and financial planning services, utilizing a written Financial Goal Plan and an internal Investment Committee that applies Modern Portfolio Theory to portfolio allocations.
John P
Series 65
Sharon, PA
OneSeven
John Potter is a Series 65-licensed advisor at OneSeven with five years of industry experience. He has held positions at B. Riley Wealth Advisors, National Asset Management, and PNC. Outside of his advisory work, he is involved with a distillery project through The 756 Group LLC, producing and marketing a bourbon-based spirit. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach with diversified portfolios that may include mutual funds, ETFs, individual securities, and access to alternatives and private placements.
Bryan B
Series 66
Canfield, OH
Wealthcare Capital Management LLC
Bryan Brown is a financial advisor at Wealthcare Capital Management LLC with 23 years of industry experience. He holds the Series 66 designation and has been with Wealthcare Capital Management since 2010. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm offers a range of portfolio management and advisory services, utilizing model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with investment decisions guided by an Investment Policy Committee and proprietary quantitative tools.
Alistair K
CFP®, Series 63
Hermitage, PA
StoneX Advisors Inc.
Alistair Kelly is a CFP® with 38 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. He has worked at StoneX Securities Inc. since 2014. Outside of his advisory role, Kelly is involved in community service as a past president of the Rotary Club of Sharon and serves on the finance committee of the First Presbyterian Church of Sharon, overseeing the church’s endowment fund investments. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a variety of advisory models and third-party money managers, supported by integrated platforms and a network of affiliated entities.
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Finding advisors...
404 advisors near
44503
within the area shown on the map
Out of 400,000+ nationwide