Top financial advisors working with attorneys in Beavercreek, OH

John Campbell II is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Cambridge since 2011. Outside of his advisory role, he is a partner in an independent insurance agency and owns a client document organization service. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals. The firm offers various investment implementation options, including proprietary models and third-party strategies, with both discretionary and non-discretionary management.

Alexander Wolodkiewicz is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Beavercreek, OH. He holds the CFP® designation and Series 66 license and has 11 years of industry experience. He has worked at National Life Group and Equity Services, Inc. since 2016. Wolodkiewicz is also involved with Pinnacle Financial Associates, providing life, annuity, disability income, and long-term care insurance services. Equity Services, Inc. offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Amy Allen is a financial advisor at Edward Jones in Beavercreek, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at The Sage Life Coach, Tailored Management, Leidos, and the University of Dayton Research Institute. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

Steven Ryan is a CFP®-designated financial advisor with Morgan Stanley, based in Centerville, OH, and has 27 years of industry experience. Prior to joining Morgan Stanley, he held roles at PNC Investments, Wesbanco Securities, Chase Investment Services, and Banc One Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides financial plans that incorporate scenario modeling without offering individual security recommendations as part of standalone planning.

Martin Hummel is a financial advisor with G. A. Repple & Company, holding 19 years of industry experience. He has been with G. A. Repple & Company since 2006. Outside of his advisory role, he works as a healthcare worker at the Dayton VA Medical Center, assisting veterans. G. A. Repple & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to develop individualized plans and offers multiple portfolio management options, including a Biblically-Responsible Investing model.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Wanqiu Wu is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Wu has worked at Citigroup since 2017, including roles at Citibank N.A. prior to joining the current firm, and has prior experience in retail at Bloomingdales. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, including in-house research and operations as a swap dealer and futures commission merchant.

Eric Hickok is a financial advisor at Hickok Advisory, LLC in Campbell, CA, with five years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at several firms, including Wells Fargo and Shooter Financial, Inc. Outside of his advisory role, he is involved in tax law and tax preparation and holds a real estate license. Hickok Advisory provides discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses fundamental and cyclical analysis to create customized asset allocations and offers ongoing portfolio management and planning engagements tailored to client objectives.

Glenn Evans is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing personalized financial strategies to a diverse client base. His clients include corporate executives in pharmaceutical, technology, and real estate sectors, business owners, attorneys, medical professionals, widows, members of the LGBTQ community, and extended families across more than 20 states. Glenn’s approach centers on understanding each client’s unique goals and challenges, with an emphasis on planning-based wealth management and legacy strategies. Before joining Merrill, Glenn held senior corporate development and strategy roles at Fortune 500 companies and served as a mezzanine lender to middle market businesses. He holds an MBA from Harvard Business School and a Bachelor’s degree from Amherst College. Glenn’s professional credentials include the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Chartered Retirement Planning Counselor (CRPC™) designation, and Certified Plan Fiduciary Advisor (CPFA™) designation. He is an Advisory Member of the Association of African American Financial Advisors and serves as a Trustee of The Kappa Guide Right & Scholarship Fund of Montclair, supporting leadership development and scholarships for local high school seniors. In addition to his advisory work, Glenn contributes as a pro bono consultant to nonprofit organizations focused on arts and education and participates in the Harvard Business School Club of New York Community Partners Initiative. He resides in Livingston, New Jersey, with his daughter and enjoys activities such as biking, hiking, running, swimming, photography, music, genealogy, and traveling.

Sarah Crowe is a CFP® and Series 66 licensed financial advisor with 23 years of experience, currently working at Generational Wealth Advisors. She has been with Talis Advisory Services, LLC since 2016. Crowe is also licensed as an insurance agent for life, accident, and health insurance. Generational Wealth Advisors serves individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans by providing discretionary investment management and financial planning. The firm uses a multi-disciplinary team approach with a focus on strategic asset allocation, diversification, and periodic rebalancing, employing primarily institutional mutual funds, ETFs, and other investment vehicles.