Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

66 advisors near
45822

Out of 400,000+ nationwide

user avatar
firm logo

John G

Series 66

Coldwater, OH

LPL Financial

John Gonzalez is a financial advisor with LPL Financial in Coldwater, OH. He holds the Series 66 designation and has three years of industry experience, including prior roles at OSAIC and Independent Capital Management. Gonzalez is also involved with Independent Capital Management outside of his duties at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports advisors with tools such as model portfolios and research platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Jacinda F

Series 66

Celina, OH

J.P. Morgan Securities

Jacinda Fried is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Celina, Ohio. She has six years of industry experience, including roles at JPMorgan Chase Bank, N.A., and Speedway. Fried has been with J.P. Morgan Securities since 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Steven E

Series 63, Series 65

Minster, OH

Cetera

Steven Eiting is a financial advisor with Cetera in Minster, Ohio, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Cetera since 2014 and has a long-standing role at Minster Bank dating back to 1999, where he manages the trust department. Outside of his advisory work, he serves on the St Augustine Parish Committee and acts as a trustee for a family living trust. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated managers, accommodating various investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Antonio G

Series 63, Series 65

Coldwater, OH

LPL Financial

Antonio Gonzalez is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior firms include FSC Securities Corporation, where he worked for 26 years, and OSAIC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Jordan B

Series 66

Saint Marys, OH

LPL Enterprise

Jordan Brackman is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with LPL Enterprise. Prior to joining LPL Enterprise in 2024, he held roles at Prudential Insurance Company of America and Pruco Securities, LLC. He serves on the board of the Southwest Auglaize County Chamber of Commerce, where he participates in event planning and board decision-making. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm utilizes model-driven portfolio management and offers access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

Tax-loss harvesting
user avatar
firm logo

David O

Series 66

Minster, OH

Cetera

David Oliver is a financial advisor at Cetera with 12 years of industry experience and holds the Series 66 designation. He has worked at Cetera Investment Advisers and Cetera Investment Services since 2018, and previously worked at W&S Brokerage Services and Western Southern Life. Outside of his advisory role, he serves as a board member of the Southwest Auglaize County Chamber of Commerce. Cetera Investment Advisers is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and a range of program structures supported by affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy 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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)