CFP®-certified financial advisors in Athens, OH

Dawn Wilson is a financial advisor with Athens Impact Socially Responsible Investments in Athens, OH. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Her prior work includes roles at Cambridge Investment Research and Lincoln Financial Securities Corporation. Athens Impact provides individualized investment management, financial planning, and coaching for individuals, corporate clients, charitable organizations, and institutional retirement plans. The firm primarily uses passive investment strategies with ESG and impact screening integrated into portfolio construction, and it offers services including employee benefit plan advisory, investor education, and institutional education programs.

Phillip Smeltzer is a financial advisor with Ameriprise in Athens, OH, holding a Series 66 designation and having 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in managing a tree farm and rental real estate holdings through several LLCs. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored advice primarily for clients holding assets in Ameriprise managed accounts.

Jacob Haywood is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2024. Outside of his advisory role, he is also employed as a wealth advisor and investment manager at Cornerstone Retirement Advisors. 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, corporations, and institutional clients. The firm employs a non-discretionary, client-tailored approach supported by analytical tools and also offers specialized services in municipal and public-finance advisory.

Michael Carpenter is a CFP® with 32 years of industry experience, currently serving at LexAurum Advisors. He has worked at Brokers International Financial Services since 2018 and was previously with Broker Dealer Financial Services Corp. Carpenter is an adjunct instructor at Ohio University’s College of Business, teaching a senior-level financial planning course. He is also involved with local nonprofits, including Habitat for Humanity and The Athens Foundation. LexAurum Advisors manages investment management, financial planning, and retirement services for individuals, families, businesses, and institutions. The firm operates a multi-advisor team and employs a diversified investment approach based on modern portfolio theory, offering both discretionary and non-discretionary services.

Mark Snider is a financial advisor at LPL Financial with over 50 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining LPL Financial in 2023, he worked at Kestra Advisory and Kestra Investment Services, LLC, and has been involved with Southeast Planning Agencies Inc DBA Snider Fuller & Associates since 1980. Outside of advisory services, he is a commissioned notary in Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

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.