Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

68 advisors near
43055

Out of 400,000+ nationwide

firm logo

Nolan C

Series 66

Granville, OH

Edward Jones

Nolan Cox is a financial advisor with Edward Jones in Granville, OH, holding a Series 66 license and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns a cattle operation in Kimbolton, OH, where he manages livestock and related farm activities. 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 and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive Intergenerational Families
firm logo

Avery S

Series 66

Newark, OH

Edward Jones

Avery Stutz is a financial advisor at Edward Jones in Newark, Ohio, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Avery worked at Pigskin Bar & Grill and has a background that includes roles in education and community organizations such as Dawes Arboretum. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Business ownership considerations Business succession planning Wealth management General estate planning guidance Retirement income strategy Founder/Business Owner
user avatar
firm logo

Jennifer H

Series 66

Utica, OH

LPL Financial

Jennifer Hamilton is a financial advisor with LPL Financial in Utica, Ohio, holding a Series 66 license and three years of industry experience. Prior to joining LPL Financial in 2025, she worked at Grove Point Investments LLC and has been involved with Legend Financial Services since 2022. In addition to her advisory roles, she is also employed by Nationwide Children's Hospital. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by both discretionary and non-discretionary management and a variety of model portfolios and research resources.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Shannon M

Series 66

Heath, OH

Ameriprise

Shannon Montell is a financial advisor with Ameriprise in Heath, OH, holding a Series 66 designation and 17 years of industry experience. Prior to joining Ameriprise in 2026, Shannon worked at The Huntington Investment Company, Morgan Stanley, and JP Morgan Securities LLC. Ameriprise Financial Services serves individual and institutional clients and offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
firm logo

Trevor S

Series 66

Newark, OH

Edward Jones

Trevor Steyn is a financial advisor at Edward Jones in Newark, Ohio, holding a Series 66 designation. He has one year of industry experience and previously worked in various roles across logistics, healthcare, and consulting firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) General estate planning guidance Inheritance planning Military & Veterans Religious/faith focused
user avatar
firm logo

Edward P

CFA®, Series 66

Granville, OH

Ameriprise

Edward Painvin is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He has worked at Ameriprise since 2022 and previously was with Tembo Wealth Management, LLC and the Ohio Public Employees Retirement System. He serves as President of the Estates at Olde Orchard Farms HOA and Treasurer of the NIHA Board. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering written recommendations that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary retirement income plans.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
firm logo

Nathan A

Series 66

Newark, OH

Edward Jones

Nathan Adams is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and previously worked in management roles at State Farm and owned the Tony Adams Insurance Agency. Outside of advising, Adams serves as a board member for Licking County Crime Stoppers and coaches 7th grade basketball locally. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business succession planning Wealth management General estate planning guidance Executive Professional Athlete
user avatar
firm logo

Marcia P

Series 63, Series 65

Granville, OH

Raymond James Financial

Marcia Ponton is a financial advisor at Raymond James Financial with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Raymond James since 2012. Outside of her financial advisory role, she serves as a health and life insurance agent and holds leadership positions in related financial service activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes risk profiling and modeling tools to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner 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")