Top cash flow / budgeting financial advisors in Defiance, OH

Maureen Killion is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. She has worked at Cetera Investment Advisors LLC, Cetera Investment Services LLC, and The State Bank and Trust Company. Outside of her advisory role, she serves on the marketing and retention committee of the Defiance Economic Development Chamber of Commerce, where she helps plan events and provides guidance to young workforce members. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Nicholas Buckland is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at the University of Toledo and Concrete Couple. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Jason Bernal is a CFP® professional with 16 years of experience in financial advising. He has worked at Blue Jay Financial Group, LLC since 2018 and previously at Cetera Advisors LLC from 2015 to 2018. Outside of his advisory role, Bernal serves as a Boy Scout Troop Leader for Troop 76 in Defiance, OH. Blue Jay Financial Group offers investment management, comprehensive financial planning, and consulting services to individual clients and employer-sponsored retirement plans. The firm also provides personal tax return preparation and consulting for private businesses, managing both discretionary and non-discretionary accounts with a focus on tailored investment strategies using mutual funds and ETFs.

Robert Hanson is a financial advisor with Wells Fargo Clearing in Defiance, Ohio, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of investment services including policy statement preparation, investment recommendations, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary plan-level investment options that include insurance-related vehicles and bank deposit sweep alternatives.

Brian Tussing is a financial advisor at WesBanco Securities, Inc. with 14 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial, Premier Bank, and Money Concepts Capital Corp. Outside of his advisory role, he is involved in real estate rental activities. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, using a mix of analytical methods and strategies, including tax-aware and ESG model choices.

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.

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.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.