Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

1,059 advisors near
43061

Out of 400,000+ nationwide

user avatar
firm logo

Christopher C

CFP®, Series 63, Series 65, Series 66

Westerville, OH

Composition Wealth, LLC

Christopher Ciehanski is a CFP® professional with 23 years of industry experience. He is currently with Composition Wealth, LLC and previously worked for 12 years at Centricity Wealth Management, LLC. He is also a licensed insurance agent. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a wide range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
user avatar
firm logo

Sean M

Series 63

Columbus, OH

Signature Equity Partners, LLC

Sean Milner is a financial advisor with Signature Equity Partners, LLC in Columbus, OH, holding a Series 63 designation and 33 years of industry experience. Prior to joining Signature Equity Partners in 2023, he worked at Signator Investors, Inc. for 26 years and has been associated with OSAIC since 2018. He serves as president of the Northland High School Alumni Foundation, a nonprofit focused on fundraising. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm uses a multi-team structure and delivers tailored portfolio management through the Vision2020 Wealth Management Platform and other independent services.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar
firm logo

Logan H

Series 65

Lewis Center, OH

Simplicity wealth

Logan Harris is a Series 65 licensed advisor with three years of industry experience, currently with Simplicity Wealth. Prior to this, he worked at Verity Asset Management and Eaton Financial Holdings Company, LLC. He serves in the United States Naval Reserves and has entrepreneurial involvement as owner and manager of Harris Brothers of Florida, LLC, which operates Wish Clips, and as sole proprietor of Deploying Capital, a financial education website for the military community. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients, offering services from financial planning to managed account platforms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, and supports advisers with technology and operational solutions, including a private-label asset management software program.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
user avatar
firm logo

John M

Series 63

Dublin, OH

Summit Financial, LLC

John Miller is a financial advisor at Summit Financial, LLC with 18 years of industry experience. He holds a Series 63 designation and has worked previously at Meeder Asset Management, Inc. and Foresters Financial Services. Outside of advisory work, he offers insurance products through various companies, including an affiliated firm where he receives compensation for sales. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client preferences.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Clayton I

ChFC®, Series 66

Columbus, OH

Signature Equity Partners, LLC

Clayton Irwin is a ChFC® credentialed financial advisor with 15 years of industry experience. He is currently with Signature Equity Partners, LLC in Columbus, OH, and has previously worked at firms including LPL Financial, The Huntington Investment Company, JPMorgan Securities, and Nationwide Securities. Outside of his advisory role, he participates in consumer feedback and research studies. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities, offering tailored portfolio management and financial planning. The firm employs a multi-team structure and leverages platforms like Vision2020 Wealth Management to deliver customized investment solutions.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar
firm logo

Smaro J

Series 66

Powell, OH

Kingsview Wealth Management, LLC

Smaro Janes is a Series 66-licensed financial advisor with two years of industry experience. She is currently with Kingsview Wealth Management, LLC and has prior experience at Edward Jones, where she worked for nine years. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporations, providing wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management, model strategies, and access to alternative investments.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
user avatar
firm logo

Christopher M

CFP®, ChFC®, Series 66

Worthington, OH

Kestra Private Wealth Services, LLC

Christopher Marmion is a CFP® and ChFC® with 21 years of industry experience. He currently serves as a financial advisor at Kestra Private Wealth Services, LLC, having previously worked at UBS Financial Services for 13 years. Outside of his advisory work, he holds a treasurer position with a youth development troop and serves on the OLP school board. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm offers access to a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements with specialized offerings such as annuity subaccount and 529 plan services.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar
firm logo

Quinn M

CFP®, Series 66

Marysville, OH

Kintra Wealth, LLC

Quinn Mickelson is a CFP® with five years of industry experience, currently serving as a financial advisor at Kintra Wealth, LLC. His prior roles include positions at Commonwealth Financial Network and McCarthy & Cox Retirement & Estate Specialists LLC. Mickelson is also involved in fixed insurance sales as a secondary business activity. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven asset allocation combined with fundamental security analysis and offers specialized services such as business exit planning and sub-advisory support for ETFs.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
user avatar
firm logo

Susan B

Series 66

Columbus, OH

Apollon Wealth Management, LLC

Susan Bickel is a financial advisor at Apollon Wealth Management, LLC with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Janney Montgomery Scott, Bank of America, Merrill, and J.P. Morgan Securities. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, utilizing a combination of centrally managed models and locally managed portfolios across a range of investment vehicles, including ESG strategies and Direct Indexing.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar
firm logo

Michael A

Series 63

Columbus, OH

Gladstone Wealth Partners

Michael Agriesti is a financial advisor with Gladstone Wealth Partners in Columbus, OH, holding a Series 63 designation and 27 years of industry experience. He worked at Lincoln Financial Advisors and Lincoln National Life for 20 years before joining Gladstone and LPL Financial in 2021. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers customized investment solutions, including discretionary portfolio management and retirement plan consulting, with an emphasis on integrating retirement-plan services and institutional manager relationships.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Retired Mid-Career Professionals
user avatar
firm logo

Mark F

CFP®, Series 63, Series 65

Marysville, OH

Kintra Wealth, LLC

Mark Finney is a CFP® with 20 years of industry experience, currently advising at Kintra Wealth, LLC. He previously worked at McCarthy & Cox Retirement & Estate Specialist for 11 years and Commonwealth Financial Network for 8 years. Outside of advisory work, he is also an insurance agent selling fixed life, fixed annuity, long-term care, and disability insurance products. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm manages approximately $1.5 billion in discretionary assets and employs a model-driven, tax-efficient investment process integrated with planning services.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
user avatar
firm logo

Augustus A

Series 63, Series 66

Powell, OH

First Heartland Consultants, Inc.

Augustus Abel III is a financial advisor with First Heartland Consultants, Inc. in Powell, Ohio. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Abel has worked at First Heartland Capital, Inc. since 2009. He serves as a board member and officer for budget and finance at the Henson Bowling Academy. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

Seth L

ChFC®, Series 63, Series 65

Powell, OH

MissionSquare Retirement

Seth Lewis is a financial advisor at MissionSquare Retirement with 29 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Nationwide Investment Advisors, LLC and Nationwide Investment Services Corporation, where he worked for 14 years before joining ICMA-RC Services, LLC. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, with investment advice developed by Morningstar Investment Management and delivered through a multi-team advisory structure supporting over 40,000 participants.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar
firm logo

Jonathan L

CFP®, Series 66

Marysville, OH

Kintra Wealth, LLC

Jonathan Lawrence is a CFP® with six years of industry experience, currently serving as a financial advisor at Kintra Wealth, LLC. His prior roles include positions at McCarthy & Cox, Commonwealth Financial Network, and Cetera Investors. Outside his advisory duties, he spends a portion of his time engaged in fixed insurance sales. Kintra Wealth, LLC provides wealth management, financial planning, and retirement-plan consulting services to individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm employs a model-driven investment process combined with fundamental analysis, managing approximately $1.5 billion in discretionary assets and offering specialized services such as business exit planning and institutional advisory solutions.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
user avatar
firm logo

Megan C

CFP®, Series 63, Series 65

Marysville, OH

Kintra Wealth, LLC

Megan Collins is a CFP® professional with 15 years of industry experience. She is currently with Kintra Wealth, LLC and has previously worked at McCarthy & Cox Retirement & Estate Specialists, Commonwealth Financial Network, and Nationwide Investment Services Corporation. Megan also spends a portion of her time engaged in fixed insurance sales. Kintra Wealth serves a broad range of clients including individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm combines client-focused planning with model-driven asset allocation and fundamental security analysis, implementing strategies designed to optimize tax efficiency and reduce duplicate holdings across household accounts.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
user avatar
firm logo

Zachary B

CFP®, Series 66

Marysville, OH

Kingsview Wealth Management, LLC

Zachary Boyd is a CFP® professional with 16 years of industry experience. He has worked at Edward Jones from 2009 to 2025 and is currently with Kingsview Wealth Management, LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led planning and model-based strategies, including proprietary ETFs and access to alternative investments.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
user avatar
firm logo

John B

Series 63, Series 65

Westerville, OH

Portfolio Medics, LLC

John Billy Jr. is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Portfolio Medics since 2008 and also works with Benefit Pros, LLC, a benefits consulting firm, alongside maintaining an insurance agent practice focused on life, health, and annuity products. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a blend of strategic and tactical approaches across a variety of portfolios and strategies.

Active portfolio management Passive / index investing
user avatar
firm logo

Jason M

Series 63, Series 66

Columbus, OH

Signature Equity Partners, LLC

Jason Myers is an investment advisor with Signature Equity Partners, LLC, holding Series 63 and Series 66 designations and 25 years of industry experience. His career includes roles at Signature Equity Partners, OSAIC Wealth, Sii, and Key Investment Services. Myers conducts investment and insurance business under Signature Financial Group, LLC. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates with a multi-team structure of 34 advisors and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management and comprehensive financial planning.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar
firm logo

Logan G

Series 66

Powell, OH

First Heartland Consultants, Inc.

Logan Gray is a financial advisor at First Heartland Consultants, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Abel Financial and Ohio State University. Outside of his advisory role, he volunteers as a youth bowling program coordinator. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities, providing financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

Jeffrey Z

Series 63, Series 65, Series 66

Delaware, OH

Ausdal Financial Partners, Inc.

Jeffrey Zimmer is a financial advisor at Ausdal Financial Partners, Inc. in Delaware, Ohio, with 41 years of industry experience. He has been with Ausdal Financial Partners since 2010. Outside of his advisory role, he serves as the president of the Courtyard of Clear Creek Home Owners Association. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients through a large network of advisors. The firm offers a range of investment advisory services tailored to client objectives and integrates third-party money managers and model portfolios into client solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)