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30 advisors near
45879
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Jason D
CFP®, EA
Defiance, OH
Demland Wealth LLC
Demland Wealth is a flat-fee, fee-only fiduciary firm helping Christians retire well and give generously. We serve Christian households who are retired or within five years of retirement — typically with $1 million or more in investable assets — combining retirement income planning, proactive year-round tax strategy, charitable giving, and Biblically Responsible Investing into one comprehensive plan. Our team holds the CFP®, Certified Kingdom Advisor® (CKA®), and Enrolled Agent (EA) credentials, so tax planning is a core competency, not an afterthought. Clients pay one transparent flat annual fee that doesn't increase as their portfolio grows — no commissions, no product sales, no conflicts of interest. Based in Defiance, Ohio, we work virtually with families across the country. A lot of advisors try to be all things to all people — we don't. Our expertise is helping Christian families make the most of what God has entrusted to them, before and during retirement.
Noah B
Series 63, Series 66
Defiance, OH
Demland Wealth LLC
Noah Buttermore is a financial advisor at Demland Wealth LLC with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Demland Wealth, he worked at Fidelity Investments and held roles in various industries including automotive and accounting. Demland Wealth is a state-registered advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management and comprehensive financial planning. The firm focuses on strategic asset allocation complemented by tactical adjustments and combines active and passive investment vehicles alongside fundamental and technical analysis.
Kyler B
Series 65
Defiance, OH
Northfort Financial, LLC
Kyler Baird is a financial advisor at Northfort Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Northfort, he held roles at firms including Manz Accounting and Insurance and Briskey Financial Services, LLC. Outside of financial advising, he owns and operates Baird’s Local Honey, an agricultural business focused on beekeeping and honey products. Northfort Financial, LLC is an SEC-registered investment adviser serving retail investors with fiduciary portfolio management and advisory services. The firm manages accounts on a discretionary basis and advises on a wide range of investments while maintaining regular client contact and portfolio monitoring.
Caleb F
Series 63, Series 65
Defiance, OH
Blue Jay Financial Group, LLC
Caleb Frankart is a financial advisor at Blue Jay Financial Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Key Investment Services LLC for five years. Caleb serves on the Synod Endowment Investment Committee of the Reformed Church in the United States, overseeing the church’s endowment fund investments. Blue Jay Financial Group provides investment management, comprehensive financial planning, and consulting services to individual clients and employer-sponsored retirement plans. The firm manages discretionary and non-discretionary accounts and offers personal tax return preparation and consulting for private businesses, using a mix of fundamental, tactical, technical, thematic, and top-down analysis tailored to client objectives and risk tolerance.
Jason B
CFP®, Series 66
Defiance, OH
Blue Jay Financial Group, LLC
Jason Bernal is a CFP® professional with 16 years of experience in financial advising. He has worked at Blue Jay Financial Group, LLC since 2018 and previously at Cetera Advisors LLC from 2015 to 2018. Outside of his advisory role, Bernal serves as a Boy Scout Troop Leader for Troop 76 in Defiance, OH. Blue Jay Financial Group offers investment management, comprehensive financial planning, and consulting services to individual clients and employer-sponsored retirement plans. The firm also provides personal tax return preparation and consulting for private businesses, managing both discretionary and non-discretionary accounts with a focus on tailored investment strategies using mutual funds and ETFs.
Keith M
CFP®, Series 63
Defiance, OH
Northfort Financial, LLC
Keith McDonald is a CFP® with 26 years of industry experience and is affiliated with NorthFort Financial, LLC. He has managed McDonald Capital Management, Inc. since 1991. NorthFort Financial provides discretionary portfolio management, financial planning, and tax preparation services primarily to individuals and families with non‑high‑net‑worth profiles. The firm employs a combination of charting, fundamental, and technical analysis to guide investment decisions and offers tailored services without a formal account minimum.
Patrick B
Series 66
Defiance, OH
Northfort Financial, LLC
Patrick Briskey is a financial advisor at NorthFort Financial, LLC with 23 years of industry experience. He holds a Series 66 designation and has been operating Briskey Financial Services, LLC since 2007. Outside of his advisory work, he is the sole owner of NAK Holdings, LLC, a real estate investment company unrelated to his financial advisory activities. NorthFort Financial provides discretionary portfolio management, financial planning, and tax preparation services primarily to individuals and families who are not high-net-worth clients. The firm employs a combination of charting, fundamental, and technical analysis to guide investment decisions and offers tailored services without formal account minimums.
Michael W
Series 65
Defiance, OH
Blue Jay Financial Group, LLC
Michael Willitzer is a financial advisor at Blue Jay Financial Group, LLC in Defiance, Ohio. He holds a Series 65 designation and has been with Blue Jay Financial Group since 2023. Prior to his current role, he worked at Grube Inc and has experience in various other industries including education and retail. Blue Jay Financial Group provides investment management, comprehensive financial planning, and consulting services to individual clients and employer-sponsored retirement plans. The firm manages discretionary and non-discretionary accounts, offers personal tax return preparation, and utilizes a mix of fundamental, tactical, technical, thematic, and top-down analysis to tailor portfolios to client needs.
Corina K
Series 65, Series 63
Defiance, OH
Trek Financial
Corina Kempe is a financial advisor at Trek Financial with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Cetera Investment Advisors, The State Bank and Trust Company, BCJ Capital Management, and Detray Investment Group. Outside of her advisory role, she volunteers with Zonta Women's International, assisting women and children in need. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan services. The firm employs a blend of strategic and tactical investment approaches, incorporating artificial intelligence tools under written governance, and provides access to a wide range of systematic strategies and alternative investment platforms.
Deborah D
Series 65, Series 63
Defiance, OH
Trek Financial
Deborah Detray is a financial advisor with Trek Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has served as president of DeTray Investment Group since 2000 and has experience at Horter Investment Management. Outside of financial advising, she works as an accountant for DeTray Chiropractic Center and serves as treasurer for First Church of God in Defiance, Ohio. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm combines strategic and tactical investment approaches, utilizing a range of systematic and fundamental models, AI tools, and alternative-investment platforms.
Brian T
Series 63
Defiance, OH
Wesbanco Securities, Inc.
Brian Tussing is a financial advisor at WesBanco Securities, Inc. with 14 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial, Premier Bank, and Money Concepts Capital Corp. Outside of his advisory role, he is involved in real estate rental activities. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, using a mix of analytical methods and strategies, including tax-aware and ESG model choices.
Trent D
Series 63, Series 65
Defiance, OH
The huntington Investment company
Trent Diamond is a financial advisor with The Huntington Investment Company in Defiance, Ohio. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to joining The Huntington Investment Company in 2011, he has also been associated with Ameriprise since 2026. The Huntington Investment Company serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model that integrates third-party managers with proprietary private bank offerings, providing a range of wrap-fee programs on the Envestnet platform.
Howard A
CFP®, ChFC®, Series 63, Series 66
Sherwood, OH
Private Advisor Group, LLC
Howard Arend is a CFP® and ChFC® with 26 years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, LLC, having previously worked at Northwestern Mutual in various capacities from 1997 to 2022. Outside of his advisory work, he is involved with Inspired Ink, LLC, a non-investment-related business. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.
Zachary M
Series 65, Series 63
Defiance, OH
FIFTH THIRD SECURITIES, Inc.
Zachary Miller is a financial advisor at Fifth Third Securities, Inc. with 17 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2018 and previously spent nine years with The Huntington Investment Company and Huntington National Bank. Outside of his advisory role, he serves as a baseball coach at Elida High School. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types and third-party managers on its Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services such as separately managed accounts, tax-overlay, and direct indexing.
Matthew G
Series 63, Series 65
Hicksville, OH
LPL Financial
Matthew Guilford is a financial advisor with LPL Financial in Hicksville, OH, holding Series 63 and Series 65 designations and having 11 years of industry experience. He has been with LPL Financial since 2015. Guilford is also involved with Collins & Guilford Wealth Advisors, LLC, an affiliated business related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and consulting services, supported by in-house research and third-party resources.
Stephen K
Series 63, Series 65
Defiance, OH
LPL Enterprise
Stephen Kryder is a financial advisor with LPL Enterprise in Defiance, Ohio, holding Series 63 and Series 65 designations and 38 years of industry experience. He has worked at Prudential Insurance Company of America since 1988 and joined LPL Enterprise in 2024. Outside of his advisory role, he is the chairman of the Henry County Board of Elections. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.
Matthew S
Series 63
Defiance, OH
Edward Jones
Matthew Schmenk is a financial advisor at Edward Jones in Defiance, OH, holding a Series 63 designation with 20 years of industry experience. He has been with Edward Jones since 2005. Outside of advising, he owns commercial property businesses involved in building rental and development. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate investors. The firm manages approximately $1.01 trillion in assets with a broad network of advisors and offers a range of investment strategies as well as affiliated mutual funds and tax-efficient services.
Maureen K
Series 66
Defiance, OH
Cetera
Maureen Killion is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. She has worked at Cetera Investment Advisors LLC, Cetera Investment Services LLC, and The State Bank and Trust Company. Outside of her advisory role, she serves on the marketing and retention committee of the Defiance Economic Development Chamber of Commerce, where she helps plan events and provides guidance to young workforce members. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.
Bryan P
Series 66
Hicksville, OH
Edward Jones
Bryan Post is a financial advisor with Edward Jones, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as a board member for Holgate Local Schools in Holgate, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.
Nicholas B
Series 66
Defiance, OH
Edward Jones
Nicholas Buckland is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at the University of Toledo and Concrete Couple. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Philip R
Series 63
Paulding, OH
Edward Jones
Philip Recker is a financial advisor with Edward Jones in Paulding, Ohio, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved in operating a family farm that cultivates corn, beans, and wheat. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.
Jeremy O
Series 66
Defiance, OH
Edward Jones
Jeremy Otte is a financial advisor at Edward Jones in Defiance, OH, holding a Series 66 credential with nine years of industry experience. He previously worked at The RIDGE Project from 2014 to 2017 before joining Edward Jones in 2017. 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, operating under a fiduciary standard with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.
Christopher J
Series 66
Paulding, OH
OSAIC
Christopher Johnson is a financial advisor at Osaic Wealth, Inc. with 22 years of industry experience. He holds a Series 66 designation and previously worked at FSC Securities Corporation for 19 years before joining Osaic in 2023. Johnson serves on the board of directors of the Kiwanis Club of Paulding. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools and supports a variety of portfolio management options, including discretionary and non-discretionary accounts with access to third-party money managers.
David K
Series 63, Series 65
Defiance, OH
LPL Enterprise
David Kryder is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Prudential Insurance Company of America and PRUCO Securities, LLC. Kryder serves on the boards of the Napoleon Public Library Foundation and Northwest State Community College Foundation and volunteers with the Napoleon Rotary Club. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.
Robert H
Series 66
Defiance, OH
Wells Fargo Clearing
Robert Hanson is a financial advisor with Wells Fargo Clearing in Defiance, Ohio, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of investment services including policy statement preparation, investment recommendations, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary plan-level investment options that include insurance-related vehicles and bank deposit sweep alternatives.
Logan W
Series 66
Defiance, OH
Edward Jones
Logan Wolfrum is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at The State Bank and Trust Company for six years. Outside of his advisory role, he serves as a high school basketball coach for Ayersville Local Schools and is a finance committee member for the United Way of Defiance County. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Kirk C
CFP®, ChFC®, Series 63, Series 65
Hicksville, OH
LPL Financial
Kirk Collins is a CFP® and ChFC® with 18 years of industry experience, currently affiliated with LPL Financial in Hicksville, OH. He previously worked at Center for Wealth Planning Advisors, Inc. from 2015 to 2017. Outside of his advisory role, he is involved in selling long-term care insurance and owns a downtown commercial building. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by research and model portfolios.
Kara P
Series 66
Defiance, OH
Edward Jones
Kara Price is a financial advisor with Edward Jones in Defiance, Ohio, holding a Series 66 license and 15 years of industry experience. She previously worked at Edward Jones from 2009 to 2024 before resuming her role there in 2024. Outside of her advisory work, she owns Price's Farm Stand, where she raises chickens for eggs and sells maple syrup from her family's production, and occasionally assists with catering at Northwest State Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and is notable for its large network of advisors and branches as well as affiliated financial services beyond traditional advisory offerings.
Roberto D
Series 63, Series 65
Defiance, OH
Wells Fargo Clearing
Roberto Deleon is a financial advisor with Wells Fargo Clearing in Defiance, Ohio, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, including a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.
Heather A
Series 66
Defiance, OH
Raymond James Financial
Heather Allman is a Series 66 licensed financial advisor with 17 years of industry experience. She currently works at Raymond James Financial Services Advisors Inc. and previously spent 10 years at Edward Jones. Outside of her advisory role, she owns Allman Enterprises LLC, a support company involved in managing payroll and business expenses. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through various advisory programs and institutional consulting services.
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30 advisors near
45879
within the area shown on the map
Out of 400,000+ nationwide