Top financial advisors working with high-net-worth individuals in Celina, OH

Tommie Leininger is a financial advisor with SPC in Celina, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Sigma Planning Corp. since 2001, Sigma Financial Corporation since 1996, and Asset Allocation Associates Inc. since 1994. Leininger serves on the investment committee for the Department of Ohio Veterans of Foreign Wars of the United States, is a member of the Mercer County Veterans Service Commission, and is a board member of Ohio VFW Charities, Inc. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services with both discretionary and nondiscretionary options, and maintains formal succession and compliance protocols.

Mark Nagy is a financial advisor with Gradient Advisors, LLC, holding a Series 63 designation and 30 years of industry experience. Prior to joining Gradient Advisors in 2023, he worked at Grand Lake Insurance & Investments, LLC and The Tavenner Co. He is also the owner and an agent at Grand Lake Insurance & Investments, where he provides financial planning and Medicare services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals and various institutional clients. The firm supports a large network of advisors and utilizes a combination of fundamental, technical, and cyclical analysis to tailor investment strategies, typically delivering portfolio services on a non-discretionary basis.

Todd Belden is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently works with JPMORGAN Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with additional market-facing registrations and functions, delivering non-discretionary advisory services alongside brokerage and investment management.

Eric Mohler is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has previously worked at Bath High School, WOSN, Celina High School, and Century 21 Realtors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Douglas Bertke is a financial advisor with Cetera, holding a Series 66 designation and bringing 17 years of industry experience. His career includes roles at Avantax Investment Services, 1st Global Capital Corp., and Moorman, Harting & Company, where he has also served as an accountant since 2007. Outside of his advisory work, he serves as treasurer for the Celina-Mercer County Chamber of Commerce and as a board member on the Mercer County Revolving Loan Review Board. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with substantial assets under management and a wide network of advisors.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

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.

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.