Top financial advisors working with mid-career professionals in Ashland, OH

Benjamin Key is a financial advisor at Edward Jones in Ashland, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at The Counseling Center of Wayne and Holmes Counties and Lifeline Youth and Family Services, and he has experience at Grace College. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jarrod Lifer is a financial advisor at Crosby Advisory Group, LLC with one year of industry experience. He holds the Series 65 designation and has been with Crosby Advisory Group since 2024. Prior to his advisory role, he was a student for ten years. Crosby Advisory Group provides portfolio management and advisory services to individuals, high-net-worth individuals, and business corporations. The firm employs a long-term, modern portfolio theory approach and typically manages accounts on a discretionary basis, tailoring investment strategies to client goals, time horizons, and risk tolerance.

Donald Graham is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 43 years of industry experience. He has been affiliated with Commonwealth Equity Services, Inc. since 1992 and operates Donald M. Graham and Associates, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers advisors discretion in portfolio construction and manages model portfolios through its Investment Management and Research team.

Lynn Livelsberger is the principal of Livelsberger Financial Advisory in Ashland, Ohio, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has led his firm since 1979. Outside of his advisory work, he is president and partner of SWL Retirement, Inc., a business that markets a board game targeted at the baby-boomer generation. Livelsberger Financial Advisory provides comprehensive financial planning and discretionary portfolio management to individuals, families, small businesses, corporate pension plans, and non-profit organizations. The firm emphasizes asset diversification and mutual fund manager selection, managing portfolios primarily on a discretionary basis without attempting to time markets.

Jeffrey Deeter is a financial advisor with PNC Wealth Management in Ashland, Ohio, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Investment Professionals Inc for seven years before joining PNC Investments in 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and delegates portfolio implementation to approved strategists, focusing on mutual funds and ETFs with annual rebalancing.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.

Thomas Phillipsen is a Series 65 licensed advisor at Annex Wealth Management, LLC with experience beginning in 2024. His prior work includes roles at Associated Bank and JJ Keller & Associates, as well as experience at Ripon College. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process based on a core-and-tactical framework and offers comprehensive wealth management, discretionary portfolio management, retirement consulting, and online goals-based services.