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David K
Sandusky, OH
Cambridge Investment Research Advisors
David Karikas is a financial advisor with Cambridge Investment Research Advisors in Sandusky, Ohio, holding 42 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and has also been associated with Preferred Planning Associates and Cambridge Investment Research, Inc. since 2003. Karikas serves as Financial Secretary at St. Paul's Episcopal Church in Oregon, Ohio. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, providing tailored strategies across multiple custody and platform arrangements.
Eric B
Series 63, Series 65, Series 66
Norwalk, OH
Cambridge Investment Research Advisors
Eric Brown is a financial advisor with Cambridge Investment Research Advisors in Norwalk, OH, holding Series 63, 65, and 66 credentials and having 22 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously spent 14 years at Nationwide Securities, Inc. Outside of his advisory work, he is involved in multiple family-owned businesses including Boulder Ridge Farms, Inc. and Brown Enterprises, Ltd. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and advisory services through a network of independent Financial Professionals. The firm provides various investment implementation options and proprietary model strategies, with institutional features that support a broad range of client needs and advisory practices.
Kenneth K
CFP®, Series 66
Fremont, OH
Edward Jones
Kenneth Kreilick is a CFP® and Series 66 licensed advisor with Edward Jones, based in Fremont, OH. He has nine years of industry experience, all of which have been with Edward Jones since 2017, following a one-year period of unemployment. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers various advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.
Joshua M
Series 63, Series 65
Sandusky, OH
Cetera
Joshua Mesenburg is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including positions at Voya Financial Advisors and UIS Insurance & Investments. Outside of financial services, he operates a small family grain farm in Sandusky, Ohio. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual and institutional clients through a multi-manager platform that offers a range of portfolio management and retirement services. The firm supports over 10,000 advisors and manages more than $256 billion in assets.
Rachael M
Series 66
Norwalk, OH
Cetera
Rachael Maschari is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked at multiple firms including Avantax Advisory Services and PN Financial, where she was involved in accounting and wealth management services. Maschari continues to expand her expertise through her current roles at Cetera and Meaden & Moore. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and fiduciary services through a nationwide network of independent advisors.
Matthew C
ChFC®, Series 63, Series 65
Bellevue, OH
Cambridge Investment Research Advisors
Matthew Caputo is a ChFC® credentialed financial advisor with over 42 years of industry experience. He is currently with Cambridge Investment Research Advisors and has held prior roles at THE O.N. Equity Sales Company, Connecticut Mutual Life Insurance Co., and Sun Life Assurance Co. Caputo is also a board member of the Mosaic Family Zone, a civic organization in Toledo, Ohio. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers both proprietary and third-party investment strategies through a network of independent financial professionals using various custody and platform arrangements.
Sarah H
CFP®, Series 66
Clyde, OH
Edward Jones
Sarah Hunker is a CFP® professional with seven years of industry experience, currently serving at Edward Jones since 2018. She has prior experience in education and agriculture-related roles and is involved in several agricultural activities, including serving as the board president of the Sandusky County Farm Bureau and participating in family-owned livestock auction and cattle operations. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm provides a range of investment strategies and affiliated services, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.
Michael N
Series 63
Clyde, OH
Edward Jones
Michael Neill is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds a Series 63 designation. Outside of his advisory work, he manages and operates Neill Show Cattle LLC, a cattle and dog farm in Bellevue, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors.
Danielle S
Huron, OH
Cambridge Investment Research Advisors
Danielle Schaffer is a financial advisor with Cambridge Investment Research Advisors, holding six years of industry experience. Prior to her current role, she worked at Eric Brown Inc. and Civista Bank. She is also an independent insurance agent through Legacy Capital Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers comprehensive financial planning, investment management, and retirement advisory services delivered through a network of independent professionals using a variety of portfolio management platforms and strategies.
Vicki M
Norwalk, OH
Cambridge Investment Research Advisors
Vicki Missler is a financial advisor with Cambridge Investment Research Advisors, holding 23 years of industry experience. She previously worked with Nationwide Insurance and Nationwide Securities and has been affiliated with Cambridge since 2018. Missler is also an independent insurance agent and serves on several nonprofit boards, including the Huron County Endowment Committee and LifeWise Academy. Cambridge Investment Research Advisors serves a diverse client base through financial planning, investment management, and retirement advisory services delivered by independent Financial Professionals. The firm offers multiple investment platforms and proprietary as well as third-party strategies, with a range of discretionary and non-discretionary approaches tailored to client objectives.
Michelle R
CFP®, Series 66
Fremont, OH
Edward Jones
Michelle Russell is a CFP®-designated financial advisor with Edward Jones in Fremont, Ohio, bringing 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary investment strategies through a large nationwide network of advisors and branch offices.
Martin H
Series 63
Sandusky, OH
LPL Financial
Martin Hippler is a financial advisor with LPL Financial in Sandusky, Ohio, holding a Series 63 designation and 28 years of industry experience. His career includes previous tenure at H. Beck, Inc. and multiple periods with LPL Financial dating back to 1999. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and technology tools.
Jeffrey M
CFP®, Series 63
Bellevue, OH
Cetera
Jeffrey Mariea is a CFP® professional with 40 years of experience in the financial services industry. He is currently with Cetera and has been involved with affiliated entities since 1998, including ownership of Planvest Inc., a financial services firm. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors using a multi-manager platform with various program structures and investment options.
Crystal H
Series 66
Norwalk, OH
Cambridge Investment Research Advisors
Crystal Hall is a Series 66-credentialed financial advisor with three years of industry experience. She is currently with Cambridge Investment Research Advisors and has prior experience at Hipp & Associates Financial Advisors. Hall's work history also includes roles outside the financial sector. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through a network of independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.
Isaac R
Series 66
Bellevue, OH
Edward Jones
Isaac Roeder is a financial advisor at Edward Jones in Bellevue, OH, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones, he worked at Clark's Lawn Care and was unemployed for an extended period. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, through a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.
Benjamin H
Series 66
Sandusky, OH
Edward Jones
Benjamin Haraway Jr. is a financial advisor at Edward Jones in Sandusky, Ohio, holding a Series 66 designation with one year of industry experience. He previously worked at KPMG LLP for five years and was a student at Malone and Ashland University for five years. Outside of advising, he is involved in owning rental real estate and a holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm is notable for its extensive network of advisors and branches, as well as its affiliated offerings including a trust company and proprietary mutual funds.
Dustin K
Series 66
Norwalk, OH
Edward Jones
Dustin Kuhlman is a financial advisor at Edward Jones in Norwalk, Ohio, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent three years at XPO Logistics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies and affiliated investment products through a nationwide network of advisors and branch offices.
Adam B
Series 66
Huron, OH
Ameriprise
Adam Bibler is a financial advisor with Ameriprise Financial Services who holds a Series 66 designation and has 19 years of industry experience. His prior roles include positions at The Huntington Investment Company, UBS Financial Services, and Merrill. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and annual advice focused on dependable income sources and tax-aware withdrawal strategies.
Eric K
Series 66
Sandusky, OH
Edward Jones
Eric Kochendoerfer is a financial advisor at Edward Jones in Sandusky, Ohio, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is a member of Third Coast Real Estate Holdings, LLC, a real estate business based in Sandusky. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.
Derek G
Series 66
Clyde, OH
Edward Jones
Derek Gray is a financial advisor with Edward Jones in Clyde, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in public service roles with the cities of Fremont and Clyde, and has experience in real estate and education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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