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Christina P
CFP®, Series 63
Groveport, OH
rebel Financial, LLC
Christina Povenmire is a CFP® with 16 years of industry experience, currently serving at rebel Financial, LLC since 2022. She previously worked for 20 years at Cmp Financial Planning. Outside of her advisory role, she owns and conducts financial planning educational seminars through Educational Seminars Group. rebel Financial, LLC serves individual and high-net-worth investors, as well as pension and corporate clients, offering customized portfolio management, comprehensive financial planning, and insurance solutions. The firm integrates fundamental and technical analysis with modern portfolio theory and provides additional services such as tax preparation, bookkeeping, and payroll.
Smarika A
Series 65
Groveport, OH
rebel Financial, LLC
Smarika Adhikari is a financial advisor at rebel Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining rebel Financial, she worked at Disbennett Wealth Management, Mitchell Insurance Agency, and Hoak Insurance Services. Before entering the financial industry, she held roles at Kroger and Dishman's Shell Food Mart. rebel Financial serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients by providing investment management alongside comprehensive financial, retirement, business, and estate planning. The firm integrates fundamental analysis and modern portfolio theory in discretionary portfolio management and offers additional services such as tax preparation, bookkeeping, and payroll.
Jason P
Series 66
Westerville, OH
Simplicity wealth
Jason Parrish is a financial advisor at Simplicity Wealth with 22 years of industry experience. He holds the Series 66 designation and has worked previously at ClearVision Planning LLC, LifePro Asset Management, Merit Advisors, Kestra Financial Services, and Goldberg, Clouse and Edgell. Outside of his advisory roles, Parrish serves as a board member of the 40 West Park Condominium Association. Simplicity Wealth serves individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm uses a fund-of-funds approach incorporating ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for other advisers through its managed account platform and model portfolios.
Nicholas G
Series 63, Series 66
New Albany, OH
Packerland Brokerage Services, Inc.
Nicholas Giardina is a financial advisor at Packerland Brokerage Services, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including LPL Enterprise, The Prudential Insurance Company of America, and The Vanguard Group. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of over 170 advisors, offering financial planning, portfolio management, and retirement-plan consulting. The firm provides investment solutions both directly and through third-party managers using the Hilltop/Hilltop-cleared Envestnet platform.
Christopher R
Series 66, Series 63, Series 65
Westerville, OH
Manning & Napier Advisors, LLC
Christopher Ryan is a financial advisor at Manning & Napier Advisors, LLC with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Manning & Napier in various roles since 2006. Outside of his advisory duties, he serves as Regional President (Alumni) of Evan Scholars and is a board member of Charitable Gift Planners of Central Ohio. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, while also managing discretionary separately managed accounts and offering non-discretionary advice. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection, supported by systematic strategies and specialized fixed income management.
Tanya R
Series 63, Series 65
Etna, OH
John Hancock Personal Financial Services, LLC
Tanya Rocchio is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She previously worked for ICMA Retirement Corporation from 2005 to 2021 before joining John Hancock in 2021. John Hancock Personal Financial Services, LLC delivers financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, serving both non‑high‑net‑worth and high‑net‑worth individuals. The firm uses a technology‑assisted model providing written financial plans and recommendations without specific securities naming, allowing clients discretion in implementation.
James Z
Series 63, Series 65
New Albany, OH
Creativeone Wealth, LLC
James Zifer Jr. is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been involved with Preferred Planning Services since 1996 and Change Path LLC since 2017. Outside of advisory work, he serves as a board member of the New Albany Exchange Condo Association. Creativeone Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.
Matthew P
Gahanna, OH
BFC PLANNING, Inc.
Matthew Posey is a financial advisor with BFC Planning, Inc. in Gahanna, Ohio, holding 37 years of industry experience. He has worked with Securities Management & Research, Inc. since 1988. Posey serves as a board member of The Chris Castle Memorial Fund, Inc., a charitable organization focused on planning charity events. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm offers financial planning and portfolio management services, utilizing various platforms and strategies tailored to individual advisor preferences.
Brian M
Series 63, Series 66
Westerville, OH
Signature Equity Partners, LLC
Brian Maher is an investment advisor representative at Signature Equity Partners, LLC with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Cambridge Investment Research Advisors, New York Community Bank, and LPL Financial. Outside of his advisory role, he operates a lawn consulting business. Signature Equity Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through independent advisory affiliates and utilizes model-based investment solutions delivered via discretionary or non-discretionary programs.
Brian M
Series 66
Pataskala, OH
First Citizens Asset Management, Inc
Brian McBride is a financial advisor at First Citizens Asset Management, Inc. He holds a Series 66 designation and has 11 years of industry experience. His prior roles include positions at The Huntington Investment Company and The Huntington National Bank. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, municipalities, and other institutions. The firm employs a global multi-asset class investment approach that combines fundamental, quantitative, and technical analysis across various implementation frameworks.
Sheila S
Series 63, Series 65
Granville, OH
Lanark Financial, Inc.
Sheila Steury is a financial advisor with NBC Securities, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Her prior career includes roles at STIFEL, UBS Financial Services, and Mcdonald Investments Inc. Lanark Financial, Inc. provides investment advisory, financial planning, and portfolio management services to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients, offering multiple fee-based advisory programs that use discretionary manager selection, model portfolios, and overlay management.
Robert F
Series 63, Series 65
Bexley, OH
Thurston Springer Advisors
Robert Fox is a financial advisor at Thurston Springer Advisors with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Boenning & Scattergood, Cartwright Advisors LLC, and Wells Fargo Advisors LLC. Fox serves as a director of Lancaster Colony Corporation and is president of the FOX Foundation, Inc. Thurston Springer Advisors serves individuals, corporations, charitable institutions, foundations, endowments, estates, and retirement plans, offering financial planning, portfolio management, retirement-plan consulting, and sub-advisory services. The firm employs Tactical Momentum and Earnings Momentum strategies alongside various analytical approaches and manages accounts primarily on a discretionary basis.
Christopher J
Series 66
Bexley, OH
Thurston Springer Advisors
Christopher Johns is a financial advisor at Thurston Springer Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked at Boenning & Scattergood since 2019, following prior roles at Cartwright Advisors LLC and Sweeney Cartwright & Company. Johns serves on the board of Bexley Youth Lacrosse. Thurston Springer Advisors provides financial planning, portfolio management, and retirement-plan consulting services to a diverse client base, including individuals, corporations, and charitable institutions. The firm employs a range of investment strategies, including Tactical Momentum and Earnings Momentum processes, and manages accounts primarily on a discretionary basis.
Joel C
Series 66
Bexley, OH
Thurston Springer Advisors
Joel Cox is a financial advisor at Thurston Springer Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at Boenning & Scattergood, Cartwright Advisors LLC, and Sweney Cartwright & Co. Additionally, he serves as a Spectrum Manager for the Air National Guard and is a trustee for the George E Geissbuhler Trust. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting services. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts on a discretionary basis through its Compass agreements.
Lawrence M
Series 63, Series 65
Granville, OH
Lanark Financial, Inc.
Lawrence Miller is a financial advisor with Lanark Financial, Inc. based in Granville, Ohio. He holds Series 63 and Series 65 licenses and has 56 years of industry experience. Since 2014, he has also been associated with NBC Securities Inc. Outside of advising, he manages an LLC that owns the office condo where his branch office is located. Lanark Financial, Inc. offers investment advisory, financial planning, and portfolio management services to individuals, ERISA-qualified accounts, trusts, estates, businesses, and institutional clients. The firm is dual-registered as an investment adviser and broker-dealer and utilizes multiple advisory programs and managed-account platforms with a combination of fundamental and technical analysis.
Serina S
Series 63, Series 65
New Albany, OH
First Citizens Asset Management, Inc
Serina Shores is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at The Huntington Investment Company and SVB Wealth. She serves as a board member for Maryhaven, a nonprofit organization focused on addiction rehabilitation, and is involved with the National Center for Women & Information Technology, supporting initiatives to increase female participation in technology careers. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, institutions, and municipalities. The firm employs a global multi-asset class investment approach that integrates fundamental, quantitative, and technical analysis with manager research and portfolio rebalancing.
Wayne F
Series 63
Newark, OH
ValMark Advisers, Inc.
Wayne Farnsworth Jr. is a financial advisor with ValMark Advisers, Inc., holding a Series 63 designation and bringing 39 years of industry experience. He has been with ValMark Advisers since 1999 and also operates Wayne Farnsworth Financial Services, Inc. Additionally, he is a U.S. Coast Guard licensed captain running a charter boat fishing business in Newark, Ohio. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisory representatives. The firm uses diversified, goal-based model portfolios with multi-asset allocation and offers proprietary platforms and third-party programs.
Zachary P
Series 66
Newark, OH
Manning & Napier Advisors, LLC
Zachary Pipoly is a financial advisor at Manning & Napier Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates, Inc. and KeyBank National Association. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary management across various funds and accounts. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and is affiliated with in-house trust and broker-dealer entities.
Peyton M
Series 65
New Albany, OH
M Holdings Securities, INC.
Peyton Miller is a financial advisor with M Holdings Securities, Inc., holding a Series 65 designation and one year of industry experience. Prior to joining M Holdings Securities, he worked at Integrity Alliance, LLC, Lion Street Advisors, McHenry Advisers, Inc., and Morgan Stanley. Outside of finance, he has experience running food-related businesses, including Rooted Juicery + Kitchen and Cabana on the River. M Holdings Securities, Inc. serves a range of clients including individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and financial professionals. The firm offers a variety of advisory and brokerage services, utilizing both internal portfolio managers and third-party sub-advisors, with ongoing client monitoring and suitability-based investment recommendations.
Darren L
Series 63, Series 65, Series 66
Westerville, OH
Foundations Investment Advisors LLC
Darren Lundy is a financial advisor with Foundations Investment Advisors LLC, holding Series 63, 65, and 66 licenses and having 10 years of industry experience. He has worked at Foundations Investment Advisors since 2018 and is also the owner of Money Consciousness, an insurance and annuity products business he has operated since 2016. Prior to joining Foundations, he spent two years at Aptus Marketing. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of about 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.
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