Top divorce financial planning financial advisors in Canton, OH

Robert Milan is a financial advisor with TCFG Investment Advisors, LLC in Canton, Ohio, holding 26 years of industry experience. He has worked with the TCFG group of companies since 2017 and has been associated with National Planning Corporation since 2013. Outside of his advisory role, Milan also operates Milan & Associates LLC, where he provides tax preparation services for individuals, small businesses, and corporations. TCFG Investment Advisors offers investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm utilizes a variety of investment strategies and provides both discretionary and non-discretionary portfolio management, along with financial planning and consulting services.

Michael George is a financial advisor at George Financial Services in Canton, OH, holding a Series 65 designation with four years of industry experience. Prior to joining George Financial Services, he spent time at Parkland Securities and Access Financial Group. Outside of finance, he operates Headtrauma Entertainment, a DJ service, and owns a plant sales business called Growing for Good LTD. George Financial Services provides investment advisory and financial planning services to individual clients, including high-net-worth individuals, as well as pension and employee benefit plans. The firm employs a core-satellite investment approach incorporating mutual funds, ETFs, fixed income, equities, commodities, options strategies, and digital asset consulting.

Daniel Belden is a financial advisor at Belden Financial, LLC in Canton, OH, holding a Series 66 designation with 19 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before founding Belden Financial in 2017. Belden Financial is an independent firm that provides discretionary portfolio management to individuals, high-net-worth clients, and investment companies, managing approximately $22 million across about 39 accounts. The firm uses a combination of fundamental, quantitative, modern portfolio theory, and technical analysis, with asset allocation spanning mutual funds, ETFs, equities, fixed income, and commodities, and incorporates options strategies aligned with client objectives.

Joseph Hassen is a financial advisor at LexAurum Advisors in Canton, Ohio, with 12 years of industry experience. He holds a Series 66 license and has worked previously at Nationwide Securities LLC and Nationwide Financial. Outside of his advisory work, he serves as President of the Rotary Club of Plain Township and as Vice President of the North Canton Little League. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach, managing approximately $1.27 billion with a focus on diversified portfolios aligned with modern portfolio theory and utilizing model allocations primarily implemented through low-cost ETFs.

Carrie Robson is a financial advisor with Kestra Advisory in Canton, OH, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Ameriprise, Stifel Nicolaus & Co Inc, Merrill, and Robert W Baird & Co. Outside of her advisory work, she serves as a volunteer firefighter and EMT with the Washington Township Volunteer Fire Department. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers comprehensive services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

Lance Lohr is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996, focusing on advising and managing client portfolios and wealth management strategies. Lance holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation, along with FINRA Series 7, 63, and 65 registrations. His expertise encompasses a broad range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Lance graduated from Moeller High School, played football at Vanderbilt University, and earned his Bachelor of Science in Business Administration from the University of Cincinnati. Lance follows Merrill's tradition of community service by volunteering with local organizations. His personal interests include football, golfing, hiking, traveling, and spending time with his family. He emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Jacob Heinz is a financial advisor at Edward Jones in Charlotte, NC, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His previous positions include roles at Fidelity Investments and E*TRADE Capital Management. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.

Teresa Greenip is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience, currently advising at Aspiriant, LLC in San Francisco. She has been with Aspiriant since 2019 and previously worked at Mosaic Financial Partners and iStar. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, and family office services. The firm offers customized investment programs and expanded family office capabilities, including accounting, banking support, and specialized consulting beyond typical advisory offerings.