Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Brian G

Series 66

Amherst, OH

Fidelity

Brian Gadomski is a financial advisor at Fidelity with 16 years of industry experience. He holds a Series 66 designation and has previously worked with firms including Hazel Iris Boutique, PNC Wealth Management, and Equitable Advisors. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and funds.

Charitable giving & philanthropy Active portfolio management
firm logo

Tara J

Series 66

Vermilion, OH

Edward Jones

Tara Jones is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Intralot for eleven years. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Robert K

Series 66

North Ridgeville, OH

Merrill

Robert Kaluza is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2009 and Bank of America, N.A. since 2012. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Ronald S

Series 63

Avon, OH

Cetera

Ronald Skowronsky is a financial advisor with Cetera who holds a Series 63 designation and has 22 years of industry experience. He has previously worked with Edward Jones and has operated his own financial planning firm, DBA Wealth Health, LLC, since 2016. Skowronsky also prepares tax returns through part-time roles with FRC TAX, LLC and American Tax Service. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of investment program options and reported over $256 billion in assets under management.

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

Peter N

Series 66

Sheffield, OH

Equitable Advisors

Peter Novak is a financial advisor with Equitable Advisors, holding a Series 66 designation and 21 years of industry experience. He has worked at Equitable Advisors since 2005 and previously at Axa Advisors, LLC. Novak serves as a board member of Air Technical Industries. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs, including third-party managed models and proprietary services, to serve clients across various wealth levels.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar
firm logo

Lauren D

Series 63, Series 65

Avon, OH

Edward Jones

Lauren D Itto is a financial advisor with Edward Jones in Avon, Ohio. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2026. Prior to her advisory role, she worked for five years at the Ohio Bureau of Criminal Investigation and five years with the Ohio State Highway Patrol. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Robert B

Series 66

Amherst, OH

Equitable Advisors

Robert Brown is a financial advisor with Equitable Advisors in Amherst, OH, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2010, having previously worked at Axa Advisors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering services that include mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar
firm logo

Jeffery W

Series 63, Series 65

Vermillion, OH

Thrivent Investment Management

Jeffery Walker is a financial advisor with Thrivent Investment Management in Vermillion, OH, holding Series 63 and Series 65 registrations and possessing 14 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning on a range of topics without managing client portfolios directly, focusing instead on planning and managed-account services delivered separately.

Business ownership considerations
user avatar
firm logo

Andrew M

Series 66

Avon, OH

Cetera

Andrew Mcdonnell is a financial professional with 23 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked with several firms including Velocity Advisors LLC and American United Life. Outside of his advisory roles, Mcdonnell is active as an outreach coordinator for the Lorain County GOP and serves as a Blue and Gold Officer for the United States Naval Academy/Ohio National Guard. He is also the owner of Akron City FC-Lorain, a local soccer club. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management programs and access to third-party managers, supporting both discretionary and non-discretionary investment strategies.

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

Cheryl J

Series 63, Series 66

Sheffield Village, OH

LPL Financial

Cheryl Janik is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 27 years of industry experience. She has worked at LPL Financial since 2012 and previously held roles at Sequoia Wealth Management and Advantage Investment Management. Janik serves as a board member for the North College Commons Condominium Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its extensive network of investment adviser representatives.

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

Jason B

Series 63, Series 65

Sheffield, OH

Equitable Advisors

Jason Bennett is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at Axa Advisors. He serves as the treasurer of the Rocky River Soccer Organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory programs, including third-party asset managers and LPL-sponsored solutions, emphasizing client-specific risk assessment and tailored investment models.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar
firm logo

Steven S

Series 63, Series 65

Oberlin, OH

Edward Jones

Steven Schmittle is a financial advisor with Edward Jones in Oberlin, OH, holding Series 63 and Series 65 licenses and 11 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Tracy T

ChFC®, Series 66

Berlin Heights, OH

LPL Financial

Tracy Troxel is a financial advisor with LPL Financial, holding the ChFC® designation and Series 66 license, and has 16 years of industry experience. Prior to joining LPL Financial in 2020, Tracy worked at Western Southern Life, Croghan Colonial Bank, Thrivent Investment Management, and Fifth Third Securities. 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 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

Joseph M

Series 66

Lorain, OH

Cetera

Joseph Melenick is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Equitable Advisors LLC, Citizens Securities, Inc., and LPL Financial. He is also involved in the sale of fixed insurance through JBC Companies. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

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

Celenea B

Series 63

Avon, OH

LPL Financial

Celenea Brewer is a financial advisor with LPL Financial, holding a Series 63 designation and 23 years of industry experience. She previously worked at Lincoln Investment and Legend Equities Corporation. Brewer is also involved in an insurance agency affiliated with her advisory practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a network of investment adviser representatives using various investment strategies and technology tools.

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

James S

Series 63, Series 66

Avon, OH

Cetera

James Smola is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 32 years of industry experience. He has been affiliated with Cetera and its related entities since 2012 and is a part owner and registered representative of GPS Financial Group, LLC. Additionally, he serves as a liaison for the Community Foundation of Lorain County, connecting the foundation with donors. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options, including discretionary and non-discretionary strategies, and manages over $256 billion in assets.

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

Jeffrey M

Series 66

Elyria, OH

Raymond James & Associates

Jeffrey Miller is a financial advisor with Raymond James & Associates in Elyria, Ohio, holding a Series 66 credential and 19 years of industry experience. He previously worked at PNC Investments LLC for nine years before joining Raymond James in 2023. Outside of his advisory role, he owns and manages two duplexes, residing in one of them. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, utilizing various portfolio management styles and proprietary research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Raquel P

CFP®, Series 63, Series 65

Avon Lake, OH

Wells Fargo Clearing

Raquel Pacheco is a CFP®-certified financial advisor with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2018. Her previous roles include positions at Bank of America, Merrill Lynch, and Butler, Wick & Co. She is chair of the Investment Committee for the Community Foundation of Lorain County. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets and supporting over 14,000 financial advisors.

Retired Founder/Business Owner
user avatar
firm logo

Jason L

Series 63

Sheffield Village, OH

Cetera

Jason Leppla is a financial advisor with Cetera, holding a Series 63 designation and 11 years of industry experience. He has been with Cetera Advisors LLC since 2015 and joined Cetera in 2024. Outside of his advisory role, Leppla owns and operates AMERICAN TAX SERVICE, providing tax preparation and wealth management services, and serves as president of the T3 Sports Foundation board, focusing on fundraising activities. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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

Mitchell R

Series 66

Sheffield Village, OH

LPL Financial

Mitchell Romeo is a financial advisor at LPL Financial with 10 years of industry experience and holds the Series 66 designation. His prior roles include positions at RCM Equities, Harrington Asset Management, and OSAIC. He is also involved with Strata Financial Group, where he has operated since 2016, and works as an insurance agent in a related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with offerings including financial planning, model portfolios, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired 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”)