Overwhelmed by options?
Answer a few questions to see advisors matched to you.
23 advisors near
43449
within the area shown on the map
Out of 400,000+ nationwide
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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...
23 advisors near
43449
within the area shown on the map
Out of 400,000+ nationwide