Overwhelmed by options?
Answer a few questions to see advisors matched to you.
689 advisors near
44685
within the area shown on the map
Out of 400,000+ nationwide
Richard N
Series 63
New Franklin, OH
Royal Fund Management, LLC
Richard Nester is a financial advisor with Royal Fund Management, LLC, holding a Series 63 designation and over 33 years of industry experience. He has been with Royal Fund Management since 2016 and has operated as a self-employed advisor and under Ayers Financial Partners since 1986. In addition to his advisory work, he is involved in insurance sales and services as a licensed insurance agent. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, pension consulting, and 401(k)/defined contribution advice. The firm constructs tailored portfolios using various analytical methods and strategies, ranging from conservative allocations to options writing, and offers both discretionary and held-away account services.
Robert N
Series 63, Series 65
Canton, OH
Pinnacle Investments, LLC
Robert Nicholas is a financial advisor at Pinnacle Investments, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pinnacle Investments since 2019 and Essex Securities LLC since 2005. In addition to his advisory work, he owns and operates Robert L. Nicholas Insurance Agency, which provides general insurance services including property, casualty, and bonds. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management and about 50 advisors. The firm serves nearly 2,000 clients including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions, offering financial planning, portfolio management, and advisory consultations through both internal and third-party managers.
Stacey Z
Series 66
Akron, OH
OneAscent Financial Services LLC
Stacey Zahoranski is a Series 66-credentialed advisor with 19 years of industry experience. She has been with OneAscent Financial Services LLC since 2017 and previously worked at Beacon Wealth Consultants, Inc. from 2013 to 2017. Outside of her advisory role, she serves as a board member of Athena Akron and is a trustee for her parents' trust. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers customized asset management, financial planning, and consulting services, utilizing a variety of investment platforms including model-based and Unified Managed Account solutions.
Joseph H
Series 66
Canton, OH
Lexaurum Advisors
Joseph Hassen is a financial advisor with LexAurum Advisors in Canton, Ohio, holding a Series 66 designation and 12 years of industry experience. He has worked at LexAurum Advisors since 2019 and previously at Nationwide Securities LLC and Nationwide Financial. Outside of his advisory role, Hassen serves as president of the Rotary Club of Plain Township and as vice president of the North Canton Little League. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a diversified investment approach based on modern portfolio theory and offers standardized model portfolios primarily implemented with low-cost ETFs.
Steven F
Series 66
Akron, OH
Packerland Brokerage Services, Inc.
Steven Fleck is a financial advisor with Packerland Brokerage Services, Inc. in Akron, Ohio. He holds the Series 66 designation and has 29 years of industry experience. Prior to joining Packerland in 2014, he has been involved in insurance-related sales through his own business, Fleck Financial, focusing on life, health, fixed and indexed annuities, long-term care, and disability insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm combines individualized financial planning with discretionary and non-discretionary account management and offers a range of investment solutions through both brokerage and advisory platforms.
Patrick D
Series 63, Series 65
North Canton, OH
Berthel, Fisher & Company Financial Services, Inc.
Patrick Deorio is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Berthel Fisher since 2003 and previously owned and served as an investment advisor representative at First Eagle Financial Services in North Canton, Ohio. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and institutional clients. The firm offers a range of asset management platforms and strategies, with approximately 100 investment adviser representatives delivering portfolio management and financial planning services.
Sean H
Series 63, Series 65
Akron, OH
Concurrent Investment Advisors, LLC
Sean Houston is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network, UBS Financial Services, and Merrill. He is also a partner at 1858 Wealth Management, an investment-related business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and alternative investments, supported by internal due diligence and sub-advisory arrangements.
Eric C
CFP®, Series 63, Series 65
Fairlawn, OH
ValMark Advisers, Inc.
Eric Coffman is a CFP® with 32 years of experience in the financial services industry. He is affiliated with ValMark Advisers, Inc., where he has worked for 22 years, and also has roles at ValMark Securities, Inc. and Wealth Impact Partners. Outside of his advisory work, Coffman serves on the board and finance committee of the charitable organization Urban Vision. 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 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers comprehensive support including due diligence, fee-based planning, and sub-advisory services.
Paul B
Series 66
Uniontown, OH
RFG Advisory, LLC
Paul Bernier is a Series 66-licensed financial advisor at RFG Advisory, LLC with 20 years of industry experience. He has previously worked at Equitable Advisors and Axa Advisors. Bernier serves as a board member of the Green Schools Foundation in Green, Ohio. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party investment strategies, serving a diverse client base including individuals, high-net-worth households, trusts, and institutional accounts.
Benjamin S
Series 65
Canton, OH
AlphaStar Capital Management
Benjamin Seaman is a financial advisor at Alphastar Capital Management with two years of industry experience. He holds a Series 65 designation and previously operated Seaman Retirement Planning. His work history also includes roles outside finance, such as positions at Southway Fence Company and Akron RubberDucks. Alphastar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a range of investment strategies through in-house model portfolios and third-party tools, supporting over 8,400 client relationships and managing approximately $2.5 billion in assets.
Robert K
Series 65
Uniontown, OH
integrity Advisory Solutions
Robert Knotts is a financial advisor at Integrity Advisory Solutions with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including AlphaStar Capital Management and Regal Investment Advisors. Knotts is also Regional Vice President at The Assurance Group, where he manages an office of insurance agents and oversees fixed insurance sales. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of around 100 independent advisors. The firm provides portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing both fundamental and technical analysis alongside various asset allocation strategies.
Gregory M
Series 63, Series 66
Fairlawn, OH
ValMark Advisers, Inc.
Gregory Mcdermott is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 66 licenses and has 40 years of industry experience. His prior experience includes roles at ValMark Securities, Inc. and Minnesota Mutual Life Insurance Company. He is also principal of GAMcDermott, LLC, providing consulting services and life insurance sales. ValMark Advisers offers investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based model portfolios primarily implemented through mutual funds, ETFs, and separate-account managers, with oversight by an investment committee.
Alex M
CFP®, Series 66
Akron, OH
ValMark Advisers, Inc.
Alex Mayes is a CFP® with five years of industry experience, currently serving at ValMark Advisers, Inc. since 2024. He has worked with several firms including Wealth Impact Advisors, LLC, where he is also involved in preparing retirement plan reviews. ValMark Advisers provides investment advisory and financial planning services to individual, high-net-worth, and institutional clients. The firm employs a diversified, goal-based investment approach utilizing proprietary and third-party platforms and offers specialized products such as the TOPS® ETF Portfolios and related index licensing.
James T
CFP®, Series 63, Series 66
Massillon, OH
Signature Equity Partners, LLC
James Tschantz is a CFP® professional with 38 years of experience in financial advisory roles. He is currently with Signature Equity Partners, LLC and has prior experience at LPL Financial, American Portfolios Advisors, Inc., and Medallion Advisory Services, LLC. He also has a history of involvement in fixed insurance product sales and operates a DBA called Tschantz Wealth Management. 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 advice through a network of independent advisory affiliates, employing platforms such as Vision2020 Wealth Management to offer customized portfolio management and financial planning solutions.
Christopher A
Series 63
N. Canton, OH
Ausdal Financial Partners, Inc.
Christopher Allen is a financial advisor with Ausdal Financial Partners, Inc. in North Canton, OH, holding a Series 63 designation and 18 years of industry experience. His prior work includes roles at Fortune Financial Services, Prosperity Wealth Management, CoreCap Advisors, and Investment Network, Inc. Outside of advisory services, he serves on the boards of nonprofit organizations supporting veterans and first responders and is involved in tax preparation and memorial services businesses. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, delivering strategies through discretionary and non-discretionary accounts with a range of investment options and custodial services.
Amy R
Series 66
Canton, OH
The huntington Investment company
Amy Roma is a financial advisor with The Huntington Investment Company in Canton, Ohio, holding a Series 66 designation and 13 years of industry experience. She previously worked at PNC Investments for eight years before joining Huntington in 2022. Roma serves as a board member and volunteer fundraiser for the Eric Snow YMCA. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach that combines third-party sub-managers and proprietary models through various wrap-fee programs.
Gary S
ChFC®
Canton, OH
Guardian Life
Gary Sirak is a ChFC® with over 42 years of experience in the financial services industry, currently serving as an advisor at Primerica Advisors since 1999. Prior to this, he worked with Guardian Life Insurance Company of America starting in 1986. He is an author of multiple books, including *If Your Money Talked…* and *How To Retire and Not Die.* Sirak is also a board member of the Stark Community Foundation and has participated in local business development through the Impact Angel Fund in Canton, Ohio. Primerica Advisors operates as part of a larger enterprise, serving a diverse client base with brokerage and advisory services. The firm offers a mix of proprietary and third-party investment solutions, including model-based strategies and fee-based managed accounts, addressing individual investors, businesses, and retirement plans.
Wayne E. S. A
ChFC®, Series 63
Canton, OH
Guardian Life
Wayne E. S. Arnold is a financial advisor with Primerica Advisors in Canton, OH, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience, including over 27 years with Primerica Advisors and a concurrent role at Guardian Life Insurance Company of America since 1989. Outside of advising, he is writing a book on theoretical physics and serves as a panelist for FINRA arbitration cases. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm uses a combination of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.
Autumn T
Series 63
Canton, OH
Guardian Life
Autumn Taylor is a financial advisor with Primerica Advisors, holding a Series 63 designation and 37 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and has prior experience at Cetera Advisor Networks, Vantage Financial Group, and Vicus Capital. In addition to her advisory role, she is also an insurance broker for products other than Guardian. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs.
Benjamin S
Series 66
Cuyahoga Falls, OH
Tlg Advisors, Inc.
Benjamin Schwarz is a financial advisor with TLG Advisors, Inc. in Cuyahoga Falls, Ohio, holding a Series 66 designation and eight years of industry experience. He has previously worked with ValMark Securities, Inc. and currently has additional roles in insurance strategy and production. Outside of finance, he engages in automotive photography as a hobby and occasional source of income. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services and portfolio management using manager selection and Modern Portfolio Theory, and it offers a direct-to-consumer digital platform called Starlight Portfolios.
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.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
689 advisors near
44685
within the area shown on the map
Out of 400,000+ nationwide