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Michael D
Series 63, Series 65
Cuyahoga Falls, OH
Raymond James Financial
Michael Darby is a financial advisor with Raymond James Financial in Cuyahoga Falls, OH, holding Series 63 and Series 65 credentials and with 32 years of industry experience. He has been with Raymond James Financial since 2005 and is involved in the Cuyahoga Falls City School Finance Committee, where he consults on strategies to increase outside revenues for the local school board. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs analytical tools and a non-discretionary approach tailored to client goals, and it maintains specialized municipal advisory capabilities and innovative employer advisory programs.
Derek C
Series 66
Canton, OH
STIFEL
Derek Carmichael is a financial advisor at Stifel in Canton, Ohio, holding a Series 66 designation with one year of industry experience. He has coached high school baseball since 2022, currently serving as the head baseball coach at Archbishop Hoban High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.
Anthony N
Series 63
Green, OH
Mass Mutual Investors Services
Anthony Nicodemo is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds a Series 63 designation and has worked at MML Investors Services, LLC since 2017 and MassMutual Life Insurance Company since 2016. Outside of his advisory role, he is involved in life insurance sales through his own business activities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations.
Kenneth S
Series 66, Series 63
Uniontown, OH
Cetera
Kenneth Sharrock is a financial advisor with Cetera, holding Series 66 and Series 63 credentials and bringing 25 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and continues with Cetera. Sharrock is also a licensed fixed insurance agent and operates a financial services business under the name Foster-Sharrock and Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform with discretionary and non-discretionary account options.
Sungki L
Series 63, Series 65
Akron, OH
OSAIC
Sungki Leemaster is a financial advisor with OSAIC in Akron, OH, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Royal Alliance since 2016 and has been involved in life insurance sales since 2000. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction tools and access to third-party money managers.
Carol H
Series 66
Canton, OH
Morgan Stanley
Carol Hoffman is a Series 66-licensed financial advisor with Morgan Stanley in Canton, Ohio, with 37 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to model financial outcomes.
Daniel D
CFP®, Series 66
Akron, OH
Cetera
Daniel Derrig is a CFP® with 11 years of industry experience, currently affiliated with Cetera. He has worked at multiple firms including Huntington Investment Company, FirstMerit Bank, and LPL Financial. Derrig is also involved with Prosperity Advisors LLC and refers clients to Prosperity Tax Center, LLC for tax services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.
Conor P
Series 66
Akron, OH
Morgan Stanley
Conor Pentella is a financial advisor with Morgan Stanley in Akron, OH, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to that, he worked at Portage Country Club and Miami University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.
Paul B
Series 63
Akron, OH
Wells Fargo Advisors
Paul Bertsch is a financial advisor with Wells Fargo Advisors in Akron, OH, holding a Series 63 designation and over 55 years of industry experience. He has been with Wells Fargo Advisors and its affiliated firms since 2009. Outside of his advisory role, he serves as president of 1004 Partners LLC, a company involved in property management in Hilton Head Island, SC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with various financial products and referral channels.
Randy M
Series 63
Canton, OH
Raymond James Financial
Randy Mcgill is a financial advisor with Raymond James Financial in Canton, Ohio, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Raymond James Financial since 2009 and its affiliate Raymond James Financial Services since 2000. Outside of his advisory role, he owns Diamond Dreams Sports Academy, a baseball and softball training facility. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and emphasizes analytical tools to guide client decisions, supporting its recommendations through advisory programs and partnerships.
Bridget B
Series 63, Series 66
Canton, OH
Raymond James Financial
Bridget Beddell is a financial advisor with Raymond James Financial Services Advisors Inc. in Canton, Ohio. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Since 2015, she has been associated with Raymond James Financial Services and also works as an associate with PortfolioVision. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports its offerings with advanced analytical tools and specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.
Scott M
Series 66
Canton, OH
Edward Jones
Scott Marsh is a financial advisor at Edward Jones in Canton, OH, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2022, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC from 2018 to 2022. He also has a background that includes time at Charles Auto Family and involvement with First Christian Church. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.
Jeanette A
Series 63, Series 66
Canton, OH
Merrill
Jeanette Arrasmith is a financial advisor with Merrill in Canton, OH, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Merrill since 2005. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Beth R
CFP®, Series 66
Fairlawn, OH
Cambridge Investment Research Advisors
Beth Randall Dodd is a CFP® with 11 years of experience in financial advising, currently with Cambridge Investment Research Advisors since 2017. She has held roles at Cambridge Investment Research, Inc. and Elsass Financial Group since 2013 and 2014, respectively, and was previously involved with Avenues of Counseling and Mediation, LLC. She serves as treasurer for the Ridgewood Lakes Homeowners Association and has authored work in her spare time. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various platforms and strategies tailored to client objectives.
Richard G
Series 63, Series 65
Brimfield, OH
Primerica Advisors
Richard Grissom is a financial advisor with Primerica Advisors in Hartville, Ohio, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has been with Primerica Advisors since 1990 and Primerica Financial Services since 1988. Outside of his advisory role, he manages 20 acres of land where he raises cattle and sells hay. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure in its operational model.
Brad H
Series 63, Series 65
Canton, OH
Merrill
Brad Huffman is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management, where he has been employed since 1994. He has amassed over 30 years of experience in the financial services industry, specializing in areas such as divorce transition planning, education planning, family wealth management strategies, retirement income, and individual and corporate investment strategies. Brad holds a bachelor's degree in corporate finance from the University of Toledo, graduating summa cum laude. He earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2005 and also holds the Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) credentials. His professional approach is consultative, focusing on understanding clients' financial situations and goals to offer tailored recommendations and ongoing strategy reviews. Brad and his team are prepared to collaborate with clients' legal and tax advisors as needed. In addition to his professional work, Brad has served as past president of the North Canton Rotary. He enjoys hiking, reading, traveling, and spending time with his family, including his son and grandson who reside near Columbus, Ohio.
Donna S
Series 63
North Canton, OH
Cetera
Donna Sulzbach is a financial advisor with Cetera, holding a Series 63 designation and over 42 years of industry experience. She has been with Cetera and its affiliates since 2013. Outside of her advisory work, she is involved in fixed insurance sales through Sulzbach and Associates. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with more than 10,000 advisors and over $256 billion in assets under management.
Beth Y
Series 63, Series 65
Fairlawn, OH
STIFEL
Beth Young is a financial advisor with Stifel in Fairlawn, OH, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. She has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and guidance for asset allocation, retirement, insurance, and estate planning.
Vincent R
Series 63
Canton, OH
Ameriprise
Vincent Rooney is a financial advisor at Ameriprise in Canton, OH, with 32 years of industry experience and a Series 63 designation. He has been with Ameriprise and its affiliated entities since 2005. 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 income sources and tax-aware withdrawal strategies.
Eric F
Series 66
Akron, OH
Merrill
Eric Fuller is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He joined his father's practice, The Fuller Group, in 2005 and has since focused on helping clients plan for their futures and legacies. Eric serves as a Portfolio Manager and manages personalized or defined investment strategies on a discretionary basis, including the use of individual stocks and bonds, as well as various model portfolios. Eric holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst® (CIMA), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). These credentials support his comprehensive approach to wealth management and investment planning. He graduated cum laude with a Bachelor of Science degree in Finance from Miami University in Oxford. A lifelong resident of Northeast Ohio, Eric lives with his wife, Lauren, a primary care physician, and their three children. Outside of his professional work, he enjoys golfing, skiing, and following Cleveland sports teams.
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982 advisors near
44312
within the area shown on the map
Out of 400,000+ nationwide