Overwhelmed by options?
Answer a few questions to see advisors matched to you.
89 advisors near
45833
within the area shown on the map
Out of 400,000+ nationwide
Mark L
Series 63, Series 65, Series 66
Van Wert, OH
Thrivent Investment Management
Mark Laurent is a financial advisor with Thrivent Investment Management, holding Series 63, Series 65, and Series 66 licenses, and has 13 years of industry experience. He previously worked at Blackrock Sports Inc. for 12 years before joining Thrivent in 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on holistic, goal-based planning covering retirement, tax, estate, and other financial areas, offering clients standalone planning or combined planning and managed-account options.
Matthew G
Series 66
Lima, OH
Edward Jones
Matthew Graff is a financial advisor at Edward Jones in Lima, OH, with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was employed at Riverside Contracting and Eaton Corporation. Graff is also involved in agricultural activities as a farm property landowner. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs with a nationwide network of financial advisors and branches.
Eric H
CFP®, ChFC®, Series 66
Van Wert, OH
Edward Jones
Eric Hurless is a financial advisor at Edward Jones in Van Wert, OH, holding CFP®, ChFC®, and Series 66 designations with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Stahl Stoller Meyer Insurance Center from 2011 to 2017. Outside of his advisory role, he serves as a city council member for Van Wert and teaches two online courses per semester at Northwest State Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm operates a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Ryan L
Series 63
Van Wert, OH
Edward Jones
Ryan Lindemann is a financial advisor at Edward Jones in Van Wert, Ohio, with 24 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2002. Outside of advising, he owns a drive-thru coffee shop and has ownership interests in a day spa and a chiropractic care center, as well as an investment in a wholesale tree nursery. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an SEC-registered advisory program and approximately $1.01 trillion in assets under management. The firm offers a range of managed strategies, separately managed accounts, affiliated mutual funds, and fiduciary advisory services supported by a nationwide network of more than 23,700 financial advisors.
Vincent G
Series 66
Lima, OH
LPL Financial
Vincent Guagenti is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Procore Technologies, Ascent360, and Xactware. He is involved with Upstream Investment Partners, an investment-related business activity affiliated with his LPL work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of services.
Marshall M
Series 66
Van Wert, OH
LPL Financial
Marshall Marraccini III is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has worked with several firms including The Citizens National Bank and Kansas City Life. He operates out of Van Wert, Ohio. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.
Tammy K
Series 66
Lima, OH
Edward Jones
Tammy Kirkendall is a financial advisor with Edward Jones in Lima, Ohio, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she serves as a board member of Optimists, engaging in youth activities and fundraisers, and acts as secretary for the Lima Area Youth Orchestra. 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 and investment solutions through a large network of financial advisors and branch offices nationwide.
Kristi W
Series 66
Van Wert, OH
Edward Jones
Kristi Warnecke is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2013. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
William S
Lima, OH
Ameriprise
William Sackett is a financial advisor at Ameriprise with 34 years of industry experience. He has been with Ameriprise since 2005, working within its various entities for a total of 21 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
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...
89 advisors near
45833
within the area shown on the map
Out of 400,000+ nationwide