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349 advisors near
44446
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Out of 400,000+ nationwide
John R
Warren, OH
Ameriprise
John Redmond is a financial advisor with Ameriprise in Warren, Ohio, holding 46 years of industry experience. He has been with Ameriprise and its predecessor firm since 1979. Outside of his advisory role, he manages his advisory business through Diamond Strategic Solutions LLC. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, offering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized advice within a large institutional framework.
Philip L
Series 66
Niles, OH
Cetera
Philip Lammers is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has worked at Cetera since 2014 and concurrently at Farmers National Bank since 2008. Outside of his advisory work, he serves as a board member for a children’s rehabilitation center and works as a fitness instructor. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing various program structures and third-party managers.
Bryan R
Series 66
Canfield, OH
Edelman Financial Engines
Bryan Rossodivita is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Empower Financial Services, Personal Capital Advisors Corporation, Bank of America, Merrill, Guardian Life Insurance, Luttner Financial Group, and JPMorgan Chase. Outside of financial services, he was involved with I Am Handyman LLC from 2017 to 2021. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.
Donald R
Series 63
Canfield, OH
Wells Fargo Clearing
Donald Rodenbaugh is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 35 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, combining research and analytics with diversification principles and modern portfolio theory.
Armand D
Series 63, Series 66
Canfield, OH
LPL Financial
Armand De Paul is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Morgan Stanley, Ameriprise, Stifel Nicolaus & Co Inc, Wells Fargo Clearing Services LLC, Alphastar Capital Management, and Scottrade. He is also a notary in Ohio, performing notary duties on a part-time basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies.
Adam C
Series 63, Series 65
Canfield, OH
Raymond James Financial
Adam Coppock is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Raymond James in 2024, he worked for Prudential Insurance Company of America and Pruco Securities, LLC for eight years. Outside of his advisory role, he owns and operates Stable Health Insurance Group, LLC, an agency specializing in Medicare sales. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and also maintains unique advisory programs such as municipal and SIMPLE IRA employer consulting services.
Patrick R
Series 66
Canfield, OH
LPL Financial
Patrick Russo is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. He previously worked at Bank of America and Merrill from 2012 to 2019. Outside of his advisory role, he is involved in a family trucking business in Canfield, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors.
Emily C
Series 66
Poland, OH
LPL Enterprise
Emily Ciavarella is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Her prior work includes positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, she serves as an independent Medicare insurance agent through Neishloss and Fleming LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that include financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.
Colten M
Series 66
Canfield, OH
STIFEL
Colten Mc Fadden is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has prior work experience in athletic administration and education, including roles at Youngstown State University and the Poland Schools System. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.
Sarah B
Series 66
Youngstown, OH
LPL Financial
Sarah Bury is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. Her prior roles include positions at OSAIC, SagePoint Financial, and The Ohio State University. Bury also operates Bury Financial Group as a DBA for her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.
Joel B
Series 63, Series 65
Canfield, OH
Merrill
Joel Bender is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has developed personalized financial strategies to help clients pursue their long-term goals. He began his career with Merrill in 1989 and has accumulated over 37 years of experience in the financial services industry. Joel is a lifelong resident of the Youngstown/Canfield area and has worked in the local office throughout his career. His expertise covers a range of client focus areas, including education planning, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, and individual and corporate investment strategy. Joel holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Baldwin-Wallace College. In addition to his professional work, Joel participates in community service, volunteering with organizations in the areas he serves. He also engages in personal interests such as cooking, fishing, and gardening.
Derek G
Series 66
Austintown, OH
Equitable Advisors
Derek Glabecki is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2010, following a prior role with Axa Advisors. Outside of his advisory work, he is involved in a long-term catering business. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.
Joshua B
Series 66
Boardman, OH
Mass Mutual Investors Services
Joshua Barr is a financial advisor at MassMutual Investors Services with Series 66 credentials and two years of industry experience. His prior work includes roles at MassMutual Life Insurance Company and MML Investors Services LLC. Outside of financial services, he has experience working with a paving company and at a golf club. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, along with programs such as wrap accounts and educational seminars.
Bryan R
CFP®, Series 63
Canfield, OH
Cambridge Investment Research Advisors
Bryan Renner is a CFP® with 25 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and previously worked at New England Securities for nine years. Outside of his advisory role, he owns and operates a tree farm focused on timber and agricultural purposes. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm manages assets across multiple platforms and offers proprietary model strategies through its Founders Gate Capital brand.
Renee C
Series 63, Series 66
Canfield, OH
STIFEL
Renee Costantino is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel since 2009. Prior to joining Stifel, she was with UBS Financial Services and Mcdonald Investments Inc. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Lori F
Series 66
Canfield, OH
Edward Jones
Lori Ferreri is a financial advisor at Edward Jones with 15 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.
Isaiah W
Series 66
Warren, OH
Edward Jones
Isaiah Wilhelm is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in the retail and service sectors, including positions at Total Asphalt, Giant Food, Walmart, and Liberty University/90.9 The Light FM. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.
David P
Series 63, Series 66
Austintown, OH
Ameriprise
David Philibin is a financial advisor with Ameriprise in Austintown, OH, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He worked at The Huntington Investment Company for 19 years before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.
Brittany R
Series 66
Poland, OH
J.P. Morgan Securities
Brittany Russell is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors and The Huntington Investment Company. Russell is based in Poland, Ohio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.
Timothy H
Series 63, Series 65
Youngstown, OH
LPL Financial
Timothy Halchuck is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Newedge Advisors, LLC and Mid Atlantic Financial Management, Inc. He is also actively involved as CEO and corporate officer of AMI Benefit Plan Administrators, Inc., a qualified plan third-party administrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports its extensive network of over 22,000 advisors with a variety of investment approaches and platforms, including model portfolios, third-party asset management, and institutional programs.
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Finding advisors...
349 advisors near
44446
within the area shown on the map
Out of 400,000+ nationwide