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65 advisors near
45380
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Out of 400,000+ nationwide
Andrew S
Series 66
Piqua, OH
Edward Jones
Andrew Sommer is a financial advisor with Edward Jones in Piqua, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Collins Aerospace, Honeywell Intelligrated, and Hartzell Propeller Inc, and was self-employed at ProPlastics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.
Seth K
Series 66
Minster, OH
Cetera
Seth Kelch is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has held positions at Cetera Investment Services, Cambridge Investment Research, and Minster Bank. Kelch serves as the president of a local property owners association, where he manages community services such as landscaping and snow removal. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to a range of portfolio management, financial planning, and consulting services.
Scott G
CFP®, Series 66
Versailles, OH
OSAIC
Scott Garrison is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to joining OSAIC, he worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he is the president and founder of TASKS, Inc., a nonprofit organization involved in fundraising and board coordination. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platform solutions to manage portfolios across various asset classes.
Andrew S
Series 66
Minster, OH
LPL Financial
Andrew Schmitmeyer is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Cetera, Morgan Stanley, Citigroup Global Markets, and Minster Bank. He operates ADS Financial, LLC, which serves as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across diverse asset allocation approaches.
Nicholas B
Series 66
Greenville, OH
OSAIC
Nicholas Burns is a financial advisor with OSAIC in Greenville, Ohio, holding a Series 66 designation and nine years of industry experience. He has worked at OSAIC since 2018 and previously at Sii. Burns is also involved with Financial Achievement Services, Inc. as a financial advisor, and he serves as a band parent representative for Troy Music Boosters, a nonprofit supporting local school music programs. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through numerous affiliated advisers and multiple advisory platforms. The firm uses asset-allocation tools and risk-tolerance assessments to create portfolios that include a range of investment vehicles, and it offers both discretionary and non-discretionary account management options.
Matthew A
CFP®, Series 63, Series 66
Greenville, OH
OSAIC
Matthew Arnold is a CFP® professional with 40 years of experience in the financial industry. He is associated with OSAIC and has held positions at Royal Alliance Associates, Inc. and Signator Investors, Inc. Arnold serves on multiple nonprofit boards, including the Greenville Municipal Park Band and the Brethren Retirement Community, and is president of a private non-operating foundation established with his wife for charitable giving. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofit organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on diversified portfolio construction, utilizing various asset classes and third-party solutions.
Bret F
Series 63
Piqua, OH
Mass Mutual Investors Services
Bret Ford is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 32 years of industry experience, including roles at MetLife Securities Inc. and Metropolitan Life Insurance Company. Outside of his advisory work, he is also active as a life and long-term care insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing firm-approved software to deliver collaborative, goal-based recommendations.
Tonya H
Series 63, Series 66
Piqua, OH
J.P. Morgan Securities
Tonya Hammonds is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014 and has previous experience at Fifth Third Securities, U.S. Bancorp Investments, NK Telco Sports, and Russia Local School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.
Zachary B
CFP®, Series 66
Greenville, OH
Edward Jones
Zachary Bruening is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones in Greenville, OH since 2016. He holds the Series 66 designation and has spent his entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Melissa B
Series 63
Bradford, OH
Primerica Advisors
Melissa Bowman is a financial advisor at Primerica Advisors with 16 years of industry experience. She holds the Series 63 designation and has worked at PFS Investments Inc. and Primerica Financial Services since 2009 and 2011, respectively. Outside of advising, she owns Rainbow Accounting Services, where she provides tax preparation and bookkeeping services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and supports accounts with custody and trade execution services through Pershing.
Jacob B
Series 66
Minster, OH
Edward Jones
Jacob Bruns is a financial advisor at Edward Jones in Minster, Ohio, holding a Series 66 designation with eight years of industry experience. Before joining Edward Jones in 2018, he worked at Sherwin-Williams Company for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supporting a large nationwide network of financial advisors and branch offices.
Andria H
Series 66
Piqua, OH
Thrivent Investment Management
Andria Haworth is a financial advisor with Thrivent Investment Management in Piqua, Ohio, holding a Series 66 designation and 14 years of industry experience. She previously worked at Edward Jones from 2011 to 2018 before joining Thrivent, where she has been since 2018. Outside of her advisory role, Haworth serves as a financial secretary at St. John's Lutheran Church and is involved with community organizations including the Darke County 4-H Committee and the Darke County Fish Pantry board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering a broad array of topics and combines planning with managed-account options under a consolidated billing service called WealthPlan, while maintaining separation between planning and portfolio management.
Todd S
Series 63
Greenville, OH
Edward Jones
Todd Subler is a financial advisor with Edward Jones in Greenville, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he maintains a vacation property in Thompsonville, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.
Ryan L
Series 66
St Henry, OH
Edward Jones
Ryan Lange is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent three years at The St. Henry Bank. In addition to his advisory role, Ryan plans to begin raising steers as a farming venture pending contract approvals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Matt M
Series 66
Ft Recovery, OH
Cetera
Matt Muhlenkamp is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His work history includes positions at Avantax Investment Services and 1st Global Advisors, alongside managing his own firm, Muhlenkamp & Associates LLC, since 1995. Outside of advising, he is involved in agricultural activities as a self-employed farmer overseeing crop production and hog raising. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, with access to affiliated and third-party managers and assets exceeding $256 billion under management.
Erin S
Series 66
Greenville, OH
Raymond James Financial
Erin Sherry is a financial advisor at Raymond James Financial with 12 years of industry experience. She previously worked at Edward Jones for 11 years before joining Raymond James in 2024. Erin is the branch owner of Sherry Wealth Management, operating under the Raymond James Financial Services umbrella in Greenville, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to align recommendations with client goals, supporting implementation through its advisory programs and affiliates.
Michael M
Series 66
Piqua, OH
Edward Jones
Michael Mc Corkle is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to his advisory career, he spent six years at Hartzell Propeller Inc. Outside of finance, Mc Corkle provides flight training and pilot services, assisting local pilots in maintaining their licenses. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of investment strategies, including managed accounts and mutual funds, and operates under a fiduciary standard with a nationwide network of over 23,000 advisors and 15,000 branch offices.
Ryan R
Series 63
Piqua, OH
Edward Jones
Ryan Ratermann is a financial advisor with Edward Jones in Piqua, Ohio, holding a Series 63 designation and over 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is involved as a member of SR Capital LLC, a rental property business in Piqua. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.
Jesse O
Series 66
Piqua, OH
Edward Jones
Jesse O'Rourke is a financial advisor at Edward Jones with 8 years of industry experience. He holds a Series 66 designation and previously worked for ITW Hobart Service for six years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Olivia A
Series 66
Piqua, OH
J.P. Morgan Securities
Olivia Anthony is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, she held roles at JPMorgan Chase Bank, Palstar Inc, Flyer Enterprises, and the University of Dayton. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.
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Finding advisors...
65 advisors near
45380
within the area shown on the map
Out of 400,000+ nationwide