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135 advisors near
43943
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Out of 400,000+ nationwide
Misti S
Series 66
Steubenville, OH
Edward Jones
Misti Spring Reader is a financial advisor with Edward Jones in Steubenville, Ohio, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering advisory programs with approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices. The firm provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Elizabeth W
Series 66, Series 63
St. Clairsville, OH
Cetera
Elizabeth Wilcox is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. She has worked with multiple Cetera entities since 2021 and has experience in consulting and small business operations, including ownership of Wilcox Consulting Service, which provides business setup and payroll processing services. Wilcox also has a background in heating and air services and operated a local restaurant, Pizza Cottage. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, enabling advisors to utilize affiliated and third-party managers across diverse program structures.
Paul J
ChFC®, Series 65, Series 63
Wheeling, WV
Mass Mutual Investors Services
Paul Joanou is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. He holds the ChFC® designation as well as Series 65 and Series 63 licenses. Joanou has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 1996. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.
Craig P
Series 63
Steubenville, OH
LPL Financial
Craig Petrella II is a financial advisor with LPL Financial, holding a Series 63 designation and 17 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Woodbury Financial Services and has been involved in multiple business ventures over the past decade, including ownership roles in various companies. Outside of advisory services, he owns and operates a retail mattress store. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management alongside research-supported model portfolios.
Eric S
Series 63, Series 66
Wheeling, WV
Cetera
Eric Snodgrass is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior work includes roles at Avantax Insurance Services, Highland Capital Brokerage, and FSC Securities Corporation. Outside of advisory work, he manages family oil and gas mineral rights and serves on the board of The Jets Booster Club. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, supported by a nationwide network of over 10,000 advisors.
Emily W
CFP®, Series 66
Wheeling, WV
Raymond James Financial
Emily Waters is a CFP® with 12 years of experience in the financial services industry. She is affiliated with Raymond James Financial Services Advisors, Inc. and also serves as a partner in Riverbridge Wealth Management. Waters has worked at Raymond James since 2014 and at Riverbridge Wealth LLC since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is noted for its municipal and public-finance capabilities and specialized advisory programs.
Jay H
Series 66, Series 65, Series 63
Wheeling, WV
Cetera
Jay Hunt is a financial advisor with Cetera, holding Series 66, Series 65, and Series 63 designations and 21 years of industry experience. His prior work includes roles at Avantax Investment Services, Glessner Snodgrass Wealth Management, and Unified Trust. Outside of advising, he co-owns a single-family rental property. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering a wide range of portfolio management and consulting services.
Vincent G
Series 63, Series 65
Bridgeport, OH
LPL Financial
Vincent Gallagher is a financial advisor with LPL Financial in Bridgeport, Ohio, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He previously worked at Cetera Advisor Networks LLC for seven years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.
Gary R
Series 63, Series 65
Steubenville, OH
Robert Baird & Co.
Gary Richards is a financial advisor with Robert Baird & Co. in Steubenville, OH, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with J.J.B. Hilliard W.L. Lyons from 1992 to 2018 and continued with its successor firm until joining Robert Baird & Co. in 2019. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and institutional clients, providing financial planning and portfolio management tailored to client goals and risk tolerances. The group offers a range of investment strategies and services, including discretionary and non-discretionary management, SMA programs, and overlay services.
Brian M
Series 66
Saint Clairsville, OH
Ameriprise
Brian Mcvay is a financial advisor with Ameriprise Financial Services in Saint Clairsville, Ohio, holding a Series 66 designation and 21 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is involved in off-road racing. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.
Matthew M
Series 63, Series 65
Steubenville, OH
OSAIC
Matthew Mamula is a financial advisor at Osaic with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Osaic, he worked in various roles including at Toffinos Italian Deli and Bakery and Coastal Carolina University. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and employs firm-provided tools to construct and manage portfolios across multiple platforms.
Mael G
Series 63, Series 66
Wheeling, WV
Edward Jones
Mael Glennon is a financial advisor at Edward Jones in Wheeling, WV, holding Series 63 and Series 66 credentials with 13 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.
Henry G
Series 63, Series 65
St Clairsville, OH
Primerica Advisors
Henry Graham III is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been affiliated with Primerica Advisors since 1981 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.
Scott C
Series 63, Series 66
Bridgeport, OH
LPL Financial
Scott Castilow is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing and Cetera Advisor Networks. He also serves as a coach for the Wheeling Post 1 American Legion. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various investment strategies.
Jared S
CFP®, Series 66
Wheeling, WV
Wells Fargo Advisors
Jared Sloan is a CFP® professional with 13 years of industry experience, currently affiliated with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing and Edward Jones. In addition to his financial advisory work, Sloan serves as a board member on the City of St Clairsville, Ohio Board of Zoning Appeals and the Planning Commission Board. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations across various planning areas.
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Finding advisors...
135 advisors near
43943
within the area shown on the map
Out of 400,000+ nationwide