Top passive / index investing financial advisors in Findlay, OH

Matthew Leddy is a financial advisor at TLG Advisors, Inc. with three years of industry experience. He holds a Series 63 designation and has previously worked at True View Financial Group, MDRN Capital, LLC, and Golden Reserve RIA, LLC. TLG Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection and monitoring process based on fundamental analysis and Modern Portfolio Theory, offering services through independent advisor representatives, sub-advisors, and a direct-to-consumer digital program called Starlight Portfolios.

Grant Morman is a financial advisor at Edward Jones in Findlay, Ohio, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Signature Bank N.A., Autokiniton, Gosche Putnam Masonry, and Firehouse Subs. Edward Jones serves over four million individual and institutional clients, offering a wide range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Timothy Bracy is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002 and holds a Series 66 designation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a range of financial topics without portfolio management for institutional clients. The firm combines goal-based analyses with managed-account options under a consolidated billing structure while maintaining separate planning and investment services.

Scott Hohman is a CFP® with 24 years of industry experience, currently serving at Resolute Wealth Advisor, Inc. since 2017. Prior to this, he worked at Strategic Investment Advisors, LLC for 12 years. He also acts as a life insurance and fixed annuities agent on an as-requested basis. Resolute Wealth Advisor, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s investment approach focuses on asset allocation, diversification, and factor-aware equity exposure within a generally efficient market framework, supported by institutional platforms and a formal investment committee.

Nathaniel Brubaker is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience, having also worked at MassMutual Life Insurance Co and engaged in previous roles at Chavis Building & Renovation Services and Cronin Auto, Inc. Outside of finance, he has experience working in various roles including at Bowling Green State University and River Hollow Farm. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and delivers written recommendations without investment discretion, with optional implementation through separate brokerage or insurance arrangements.

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.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Ryan Vollweiler is a CFP® professional with 22 years of industry experience. He is currently with Schwab Wealth Advisory Inc., having worked there since 2021, and has been affiliated with Charles Schwab & Co., Inc. since 2017. His prior experience includes roles at VOYA Financial Advisors, Cetera Advisors LLC, Equitable Advisors, and Valic Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, while trades are executed only with client authorization.