Independent, business succession planning financial advisors in Cleveland, OH

Bryan Blackburn is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. His prior experience includes roles at Carnegie Investment Counsel, McDonald Partners LLC, and Wells Fargo Advisors. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a variety of portfolio management and consulting services through a network of over 400 independent investment adviser representatives, employing multiple analytical approaches and fiduciary standards.

Luke Washburn is a financial advisor with Kestra Advisory in Cleveland, OH, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Washburn Asset Management LLC and Ameriprise Financial Services, Inc., as well as service in the United States Army Reserve for over two decades. Outside of finance, he works intermittently as a freelance musician and trumpet player. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

William Mcnamara is a financial advisor with ValMark Advisers, Inc. He holds the Series 66 designation and has 12 years of industry experience. Prior to joining ValMark Advisers and ValMark Securities in 2023, he has been associated with Omega Pensions, Inc. since 2014. He serves in an advisory role on the Alumni Advisory Council on Financial Education for Miami University Community Federal Credit Union. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach utilizing mutual funds, ETFs, separate-account managers, and integrates third-party manager programs within its proprietary platforms.

Kimberly Murphy is a CFP® professional with three years of industry experience, currently serving at Park Edge Advisors, LLC. She previously worked at Lowrie Wealth Management of Stratos Wealth Advisors LLC and McDonald Partners, LLC. In addition to her advisory role, she is an adjunct professor at the University of Akron and John Carroll University and serves on the board of the Financial Planning Association of Northeast Ohio. Park Edge Advisors serves a diverse client base including individuals, business owners, trustees, and institutional clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm employs a tailored investment approach utilizing various analytical methods and trading strategies, and provides services such as subadvisory support and performance-based fee arrangements.

Michael Di Franco is a financial advisor at Mass Mutual Investors Services in Cleveland, OH, holding a Series 66 designation. He has one year of industry experience and previously worked at Flagstar Bank and in various customer service roles, including at Rego Brothers Lake Road Market. Outside of advising, he works as a team member in the deli department of a local grocery store. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning engagements.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors 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 offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.

Patrick Ferguson is a financial advisor at Intentional with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and LPL Financial. In addition to his advisory role, he is a licensed agent involved in the sales of fixed and traditional insurance products. Intentional provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, families, businesses, and institutions. The firm offers pension consulting, estate planning support, business exit planning, and due diligence on alternative investments, utilizing a combination of fundamental, technical, and economic analysis within a fiduciary framework.

Jerald Liesman is a financial advisor at Frost Investment Services with 33 years of industry experience. He holds a Series 63 designation and has worked at Frost Brokerage Services, Inc. and Frost Bank since 1993 and 1987, respectively. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs that integrate model portfolios from its affiliate with third-party managers, utilizing a research-driven investment process and providing optional tax and ESG overlay services.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

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.