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Hayward E

Series 66

Port Clinton, OH

The huntington Investment company

Hayward Evans is a financial advisor at The Huntington Investment Company with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and affiliate offerings, providing a range of wrap-fee programs primarily through the Envestnet MAS platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Ryan D

Series 66

Port Clinton, OH

The huntington Investment company

Ryan Dunlap is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 19 years of industry experience. He has worked at The Huntington Investment Company since 2015, including time at affiliated entities such as Huntington Securities, Inc. Outside of his advisory role, he serves as an assistant golf coach for Port Clinton High School. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. It offers multiple wrap-fee programs on the Envestnet MAS platform using an open-architecture model that combines third-party managers with proprietary Private Bank models.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Cory L

Series 66

Ottawa, OH

The huntington Investment company

Cory Langhals is a financial advisor at The Huntington Investment Company with 12 years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Securities LLC. Langhals has been with Huntington since 2017. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—as well as charitable organizations and corporations. The firm offers a range of advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, using an open-architecture model that integrates third-party sub-managers with proprietary private bank offerings.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Nicholas A

Series 66

Port Clinton, OH

Key Investment Services LLc

Nicholas Adams is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Key Investment Services LLC, where he has worked since 2022, following prior roles at Wells Fargo Bank and PW Companies. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs and investment offerings. The firm emphasizes client direction in investment decisions while providing access to third-party discretionary managers, portfolio monitoring, and supervisory oversight.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Erin F

Series 63, Series 65

Oak Harbor, OH

Eagle Strategies (NY Life)

Erin Flower is a financial advisor with Eagle Strategies (NY Life) based in Oak Harbor, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Eagle Strategies since 2008 and has longstanding affiliations with St. Bonore Financial Services, LLC and New York Life. In addition to advisory work, she is involved in insurance brokering through outside carriers. Eagle Strategies serves a diverse client base including individual investors, retirement plans, charitable, and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations delivered primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Brian G

CFP®, Series 66

Elmore, OH

Edward Jones

Brian Greggila is a financial advisor at Edward Jones in Elmore, Ohio, holding the CFP® designation and Series 66 license with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory services under a fiduciary standard.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jerrad S

Series 63, Series 65

Oak Harbor, OH

Edward Jones

Jerrad Shiets is a financial advisor with Edward Jones in Oak Harbor, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Aaron M

CFP®, Series 66

Genoa, OH

LPL Financial

Aaron Moore is a financial advisor with LPL Financial and holds the CFP® and Series 66 designations. He has 21 years of industry experience, including 17 years with LPL Financial and 15 years with The Genoa Banking Co. Outside of his advisory work, he occasionally works as a boat captain on weekends. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Kenneth K

CFP®, Series 66

Fremont, OH

Edward Jones

Kenneth Kreilick is a CFP® and Series 66 licensed advisor with Edward Jones, based in Fremont, OH. He has nine years of industry experience, all of which have been with Edward Jones since 2017, following a one-year period of unemployment. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers various advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 66

Port Clinton, OH

Cetera

Matthew Wenzinger is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has worked with Cetera and its affiliate Cetera Wealth Services since 2025 and previously spent over two decades at Concourse Financial Group Securities Inc. Wenzinger also operates Wenzinger Financial Services, offering financial and insurance services, and serves as a trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, providing services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.

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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Jordan M

ChFC®, Series 66

Genoa, OH

LPL Financial

Jordan Moore is a financial advisor with LPL Financial based in Genoa, Ohio, holding the ChFC® and Series 66 credentials and bringing nine years of industry experience. Prior to his advisory career, he managed Moore Orchards for nine years. Moore serves as an elected trustee for Carroll Township, a political office he has held since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, financial institutions, and charitable organizations, through a nationwide network of investment adviser representatives. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Zachary P

Series 66

Fremont, OH

Edward Jones

Zachary Priesman is a financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2023, he worked at Reynolds American for six years and Global Technical Recruiters for one year. He holds the Series 66 designation. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, 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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Joseph C

Series 66

Genoa, OH

OSAIC

Joseph Clement is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Inc. and Sterne Agee Financial Services. Clement is also the managing director of JC Financial Services, LLC, where he manages investment-related client accounts. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and managed account solutions. The firm employs asset-allocation tools and risk tolerance analysis to construct diversified portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michelle R

CFP®, Series 66

Fremont, OH

Edward Jones

Michelle Russell is a CFP®-designated financial advisor with Edward Jones in Fremont, Ohio, bringing 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary investment strategies through a large nationwide network of advisors and branch offices.

Divorce financial planning Retirement income strategy Wealth management Inheritance planning General estate planning guidance Retired Founder/Business Owner Executive Women Professionals
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Robert C

Series 66

Port Clinton, OH

Edward Jones

Robert Candage is a financial advisor at Edward Jones with 20 years of industry experience and a Series 66 designation. He has been with Edward Jones since 2012. Outside of his advisory role, he serves on the Finance Committee Board for Port Clinton City Schools, assisting with budget decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

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

CFP®, ChFC®, Series 66

Genoa, OH

Edward Jones

Austin Dean is a financial advisor at Edward Jones with five years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2021, he worked at DWH Corp., BBCetc, Start Garden Inc., and Vela Sciences. He serves as a board trustee for the Ottawa County Improvement Corporation, acting as a liaison between the Genoa community and the county economic development office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated capabilities, including advisory programs, separately managed accounts, and proprietary mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Inheritance planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Daniel T

Series 66

Ottawa, OH

Cambridge Investment Research Advisors

Daniel Turnwald is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has three years of industry experience and has previously worked at Royal Alliance Associates and Savage & Associates. Outside of advisory work, he owns Journey Financial, an independent insurance agency serving various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple platform arrangements and a mix of proprietary and third-party investment strategies.

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

Series 63, Series 65

Port Clinton, OH

LPL Enterprise

Steven Hahn is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 44 years of industry experience. He has a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC, spanning nearly five decades. Currently based in Port Clinton, OH, he joined LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Larry D

Series 63

Genoa, OH

Edward Jones

Larry Dean is a financial advisor with Edward Jones in Genoa, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66, Series 63

Genoa, OH

LPL Financial

Heather Stansfield is a financial advisor with LPL Financial in Genoa, Ohio, holding Series 66 and Series 63 licenses and 13 years of industry experience. She previously worked at Vault Investment Partners and Fifth Third Securities. In addition to her advisory role, she is a licensed notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research-supported and model portfolio strategies.

College savings (529s, UTMA, etc.)
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Richard R

Series 66

Port Clinton, OH

Edward Jones

Richard Rudolph is a financial advisor at Edward Jones in Port Clinton, Ohio, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

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

Series 66

Genoa, OH

Edward Jones

Courtney Hammer is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Hammer worked for Commodore Perry Federal Credit Union from 2013 to 2019. She has been with Edward Jones since 2019, with her current role beginning in 2024. 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 under management and offers a variety of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and a fiduciary standard of care.

College savings (529s, UTMA, etc.) Business ownership considerations Inheritance planning Active portfolio management Founder/Business Owner Newlywed/Engaged Young Families Intergenerational Families
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Michelle F

Series 66

Fremont, OH

Edward Jones

Michelle Fairbanks is a Series 66-licensed financial advisor with Edward Jones in Fremont, OH, and has 15 years of industry experience. She has been with Edward Jones since 1996. Outside of advising, she is the owner and bookkeeper of a construction business, Fairbanks Construction LLC. 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 and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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