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Michael F
Series 66
Mansfield, OH
Edward Jones
Michael Fender is a financial advisor at Edward Jones in Mansfield, OH, with six years of industry experience. He has been with Edward Jones since 2019 and holds a Series 66 designation. Prior to his career in finance, he was involved in the food service industry through Fender Services, LLC, operating under the Papa John's Pizza brand. Fender also serves as a Quality Assurance Inspector in the United States Air Force National Guard, a role he has held since 2001. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various households and corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Rebecca S
Series 63, Series 66
Bellville, OH
Cambridge Investment Research Advisors
Rebecca Stewart is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She previously worked at Nationwide Financial and Nationwide Securities before joining Cambridge in 2018. Stewart also maintains independent insurance agency activities and owns Covenant Financial Advisors, specializing in insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform options.
Darrel S
CFP®, Series 63
Mansfield, OH
Edward Jones
Darrel Strickler Jr. is a CFP®-credentialed financial advisor with Edward Jones, where he has worked since 1996, accumulating 29 years of industry experience. He is based in Mansfield, Ohio. Outside of his advisory role, he is involved in rental real estate through sole proprietorship and partnership interests, including ownership of an Airbnb property managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.
Amie M
Series 66
Mansfield, OH
Cetera
Amie Mutti is a Series 66-credentialed financial advisor with 27 years of industry experience. She has worked with Cetera and affiliated entities since 2022, and prior to that was with Infinex Investments, Inc. and Mechanics Savings Bank for over 15 years. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors and serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions, utilizing a multi-manager platform that includes affiliated and third-party model portfolios across various program structures.
Adam B
Series 66
Bellville, OH
Cambridge Investment Research Advisors
Adam Beveridge is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Invicta Capital, TRUSTMONT FINANCIAL GROUP, ESB Wealth Management, NeoVenture, and his own firm, E.S. Beveridge & Associates. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals and employs a variety of portfolio management strategies across multiple platform arrangements.
Ryan H
Series 66
Masfield, OH
Cetera
Ryan Hanawalt is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked with Cetera since 2018 and has a long tenure at Mechanics Bank dating back to 1999. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.
Kevin W
Series 66
Ontario, OH
Edward Jones
Kevin Williamson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he served for 22 years with the U.S. Secret Service, Department of Homeland Security. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment solutions, and affiliated financial services through a large nationwide network of advisors and branch offices.
Robert H
Series 63
Mansfield, OH
LPL Financial
Robert Hogsette Jr. is a financial advisor with LPL Financial, holding a Series 63 credential and bringing 33 years of industry experience. He has held roles at Cetera Advisors LLC and managed his own firm, Hogsette Financial Group, LLC, since 2020. In addition to his advisory work, he is a commissioned notary and holds a non-variable insurance license. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various investment strategies.
Jason B
Series 66
Mt Gilead, OH
J.P. Morgan Securities
Jason Brooke is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMORGAN Chase Bank, N.A. since 2004. Outside of his advisory role, he serves as a baseball and basketball official for the Ohio High School Athletic Association. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by a centralized due diligence framework.
Jessica D
Series 66
Mansfield, OH
Cetera
Jessica Dulle is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. She previously worked at Lincoln Financial Advisors and Park National Bank. Outside of her advisory role, she serves as a board member of the Ohio District Kiwanis Foundation and is an allocations committee member for the United Way of Richland County. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors, using a multi-manager platform with discretionary and non-discretionary program options.
Michael S
Series 63, Series 65
Bellville, OH
Cambridge Investment Research Advisors
Michael Sima is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America, Pruco Securities, Meeder Investment Management, and Eagle Strategies. In addition to his advisory role, he is involved as an agent in insurance and benefits through Covenant Financial Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing proprietary and third-party model strategies with both discretionary and non-discretionary portfolio management options.
Donald S
Series 63, Series 66
Lexington, OH
Sovereign Asset Management
Donald Sazdanoff is the sole advisor at Sovereign Asset Management in Lexington, Ohio, where he has provided investment advisory services since 1993. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Sovereign Asset Management is an independent, single-advisor firm managing approximately $53 million in assets for around 66 clients. The firm offers portfolio management services to individual investors as well as pension or profit-sharing plans and other institutional clients, combining solo-practitioner scale with institutional-level services and published market commentaries.
Henrietta S
Series 63
Lexington, OH
Sovereign Asset Management
Henrietta Sazdanoff is a financial advisor at Sovereign Asset Management with 18 years of industry experience. She holds the Series 63 designation and has a background working with Lexington Local Schools since 2003. Sovereign Asset Management is an independent, single-advisor registered investment adviser managing approximately $53 million for individual investors, pension or profit-sharing plans, and institutional clients. The firm combines solo-practitioner scale with services typically found at larger firms, including institutional portfolio management and published market commentaries.
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