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7 advisors near
44637
within the area shown on the map
Out of 400,000+ nationwide
Andrew M
CFP®, Series 63
Berlin, OH
ON Investment Management CO
Andrew Miller is a CFP® certificant with 17 years of experience in the financial services industry. He is affiliated with ON Investment Management CO and has a background that includes roles at The O.N. Equity Sales Company, Hummel Wealth Management, and Hummel Insurance Group since 2008. Outside of finance, Miller serves as a fiscal officer for Sugarcreek Township, managing township accounting. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive and modular plans and access to third-party investment programs, serving both discretionary and non-discretionary client accounts.
Logan M
Series 63, Series 65
Berlin, OH
ON Investment Management CO
Logan Mast is a financial advisor with ON Investment Management CO, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Hummel Wealth Management, the ON Equity Sales Company, and the Hummel Group. Outside of his advisory role, he operates a small hobby business brokering dogs, connecting breeders with buyers. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides both discretionary and non-discretionary management through a combination of third-party programs and registered representatives, maintaining a dual-registration model that integrates broker-dealer activities with advisory services.
Zachary S
Series 66
Millersburg, OH
Cetera
Zachary Schuch is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation. Prior to joining Cetera, he held roles at Inogen and the Commercial and Savings Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to both affiliated and third-party managers.
Lisa G
Series 63
Killbuck, OH
Ameriprise
Lisa Grassbaugh is a financial advisor with Ameriprise, holding a Series 63 designation and 35 years of industry experience. Her prior roles include long tenures at MetLife Securities Inc. and Metropolitan Life Insurance Company. She serves as a trustee on the boards of Holmes-Wayne Electric Cooperative, Inc. and the Holmes County Education Foundation and manages a family farm and a FarmView LLC Airbnb business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement planning advice through a centralized team in collaboration with advisors. The firm’s approach involves comprehensive analysis and non-discretionary implementation focused on dependable income and tax-aware withdrawal strategies within a defined investment universe.
Robin H
Series 63
Millersburg, OH
LPL Financial
Robin Hovis is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 34 years before joining LPL Financial in 2022. Outside of his advisory role, he owns Hovis Supply Co LLC, a catalog supply service for non-profits. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with proprietary research tools and a variety of investment strategies.
Benson B
Series 66
Millersburg, OH
Edward Jones
Benson Beachy is a financial advisor at Edward Jones in Millersburg, OH, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at First Choice Exteriors and has extensive experience in the restaurant industry. He is the owner of The Crust Baking Co., a wholesale food business where he manages equipment maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large nationwide network of advisors and branch offices.
John B
Millersburg, OH
Raymond James Financial
John Byler is a financial advisor with Raymond James Financial in Millersburg, Ohio, holding 25 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2000 and Raymond James Financial since 2009. Outside of advising, he is the owner of an accounting firm, Bromund & Byler, Inc., and serves as a director of the Holmes County Airport Authority. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to project potential outcomes and supports clients through various advisory programs and institutional portfolio management.
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Finding advisors...
7 advisors near
44637
within the area shown on the map
Out of 400,000+ nationwide