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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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Retirement income strategy General retirement planning Wealth management Military & Veterans Public Service Employee Educators, Teachers, and Academics
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Robert H

Series 63

Mansfield, OH

LPL Financial

Robert Hogsette Jr. is a financial advisor with LPL Financial and holds a Series 63 designation. He has 34 years of industry experience, including prior roles at Cetera Advisors LLC and managing his own firm, Hogsette Financial Group, LLC. He is also commissioned as a notary in Mansfield, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by extensive technology and operational tools.

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

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Natalie C

Series 66

Ashland, OH

Ameriprise

Natalie Campbell is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked at Truist Investment Services, Inc. for six years. Outside of her advisory career, she has experience working as a private nanny and at Seminole State College of Florida. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Renae H

Series 66

Shelby, OH

Edward Jones

Renae Holland is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 1998, totaling 28 years of experience. She is based in Shelby, OH, and has six years of industry experience under her current credentials. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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.

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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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