Overwhelmed by options?
Answer a few questions to see advisors matched to you.
92 advisors near
44676
within the area shown on the map
Out of 400,000+ nationwide
John B
Millersburg, OH
Raymond James Financial
John Byler is a financial advisor with Raymond James Financial in Millersburg, Ohio, holding 25 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2000 and Raymond James Financial since 2009. Outside of advising, he is the owner of an accounting firm, Bromund & Byler, Inc., and serves as a director of the Holmes County Airport Authority. 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 institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to project potential outcomes and supports clients through various advisory programs and institutional portfolio management.
Roger I
Series 66
Ashland, OH
LPL Financial
Roger Inkrott is a financial advisor with LPL Financial in Ashland, Ohio, holding a Series 66 designation and 21 years of industry experience. Before joining LPL Financial in 2023, he worked at Sagepoint Financial, Inc. for 14 years and has been associated with AIG American General Life Insurance Company since 2005. Inkrott is also involved in insurance sales and owns a financial services business focused on tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.
Megan M
Series 66
Orrville, OH
Edward Jones
Megan Morrison is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked for CrossCountry Mortgage LLC from 2015 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.
Lisa R
Series 66
Wooster, OH
STIFEL
Lisa Reichert is a financial advisor at Stifel with 13 years of industry experience. She has held previous roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Stifel in 2018. Outside of her advisory work, Reichert serves in leadership roles on several nonprofit boards in Wooster, Ohio, including chairing the advisory board for the Salvation Army and the board of commissioners for the Wayne Metropolitan Housing Authority. Stifel serves a broad client base that includes individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.
Steven L
Series 66
Orrville, OH
LPL Financial
Steven Lorson is a financial advisor with LPL Financial, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at The Huntington Investment Company, The Huntington National Bank, PNC Investments, PNC Wealth Management, Truist Investment Services, and Ameriprise. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Reid D
Series 66
Wooster, OH
LPL Financial
Reid Delaney is a financial advisor with LPL Financial in Wooster, OH, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2026, he worked at Stifel for three years and The Commercial and Savings Bank for five years. Outside of his advisory role, Delaney serves as the head coach for the varsity boys' lacrosse team at Wooster High School and is a board member and treasurer for the Wayne Center for the Arts, as well as a trustee for Main Street Wooster. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning and investment management services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage solutions through a large network of representatives, utilizing a variety of portfolio strategies and operational tools.
Brent S
CFP®, Series 66
Smithville, OH
Cetera
Brent Steiner is a CFP®-certified financial advisor with 26 years of industry experience. He is affiliated with Cetera and has served clients through RamSier Financial for over two decades. Steiner is a board member of the Wayne County Community Foundation, where he participates in scholarship and grant selection and supports the endowment’s investment policy. He also conducts educational seminars at Wayne College and serves on the board of a retirement community. Cetera Investment Advisers LLC operates a multi-manager platform offering portfolio management, financial planning, and retirement services to a broad client base including individuals, employer-sponsored plans, and institutional accounts. The firm provides access to various investment strategies through affiliated and unaffiliated managers and supports multiple program structures with ongoing supervision.
Douglas I
ChFC®, Series 63
Smithville, OH
Cetera
Douglas Ingold is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 17 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and is also a part owner of Quills Schoolhouse, LLC. Outside of his advisory work, he serves as a treasurer for a local school district levy campaign, is a board member of the Norwayne School Board, and acts as treasurer for the Apostolic Christian Church of Canaan. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment and consulting services through a large network of independent advisors, utilizing both affiliated and third-party managers across multiple program structures.
Ashlee T
Series 66
Smithville, OH
Cetera
Ashlee Tatum is a financial advisor with Cetera holding a Series 66 designation. She has professional experience beginning in 2024, including roles at Cetera Advisors LLC, Ramsier Financial Services, and PNC Bank. Cetera Investment Advisers LLC is an SEC-registered adviser distributing services through a nationwide network of independent advisors, serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that incorporates affiliated and third-party managers along with customizable strategies.
Tiffany K
Series 66
Ashland, OH
Edward Jones
Tiffany Koster is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked for Bookmasters/Baker & Taylor Publisher Services for a decade. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.
Loni W
Series 66
Orrville, OH
Edward Jones
Loni Weaver is a Series 66-licensed financial advisor with Edward Jones, based in Orrville, Ohio, with five years of industry experience. She has been with Edward Jones since 2020 and previously worked at the firm from 2006 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,700 financial advisors and 15,000 branch offices. 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.
Cody A
Series 65
Shreve, OH
Austin Wealth Solutions
Cody Austin is a financial advisor at Austin Wealth Solutions with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Retirement Wealth Advisors, L.M. Kohn & Company, and the University of Akron, among others. Outside of advising, he is involved with the Troy Miller Agency, where he provides insurance sales and financial management consulting. Austin Wealth Solutions offers discretionary portfolio management and third-party adviser selection for individuals, corporations, and charitable organizations. The firm integrates investment management with insurance and employee benefits coaching, utilizing an asset-allocation approach and actively monitoring portfolios through Altruist LLC’s Model Marketplace.
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.
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”)
Finding advisors...
92 advisors near
44676
within the area shown on the map
Out of 400,000+ nationwide