Flat-fee, options & derivatives strategies financial advisors in Gallipolis, OH

Jennifer Rose is a financial advisor with Edward Jones in Gallipolis, Ohio, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at Big Wheel Carryout and Farmers Bank and Savings Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large retail advisor network, extensive branch footprint, and affiliated services beyond traditional advisory capabilities.

Anthony Sola is a financial advisor with Raymond James Financial Services Advisors Inc. in Gallipolis, Ohio. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. In addition to his advisory role at Raymond James, he is also employed by Peoples Bank, where he is involved in securities sales and financial advising. Raymond James Financial Services Advisors, Inc. 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 supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

James Saunders is a financial advisor with Robert W. Baird & Co. in Gallipolis, Ohio, holding a Series 66 license and bringing 12 years of industry experience. Prior to joining Baird in 2019, he worked for J.J.B. Hilliard, W.L. Lyons, LLC for five years. Outside of his advisory role, Saunders co-owns and manages agricultural businesses focused on cattle farming and genetics, and serves on the boards of Holzer Health System and the Community Improvement Corporation of Gallia County. He is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning, discretionary and non-discretionary portfolio management, and specialized account programs to individuals, corporate clients, pensions, and charitable organizations. Baird manages approximately $394 billion in regulatory assets, employing a mix of SMA strategies, tax management, and ongoing manager selection supported by internal research and technology.

Ashley Rowell is a financial advisor at Steward Partners Investment Advisory, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked with firms including Cetera and Securian Financial Services. Outside of her advisory role, she is involved in managing residential real estate rental properties in Point Pleasant, WV, and Gallipolis, OH. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension plans, corporations, trusts, and nonprofits, offering a variety of portfolio management and financial planning services through both proprietary and third-party solutions.

Richard Mcdaniel is a financial advisor at Creative Financial Designs, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Creative Financial Designs since 2013. In addition to his advisory role, Mcdaniel owns and operates Rick McDaniel Income Tax Service, which he has managed since 1980. Creative Financial Designs serves a diverse client base, including individuals, charitable organizations, corporate clients, and retirement plans, offering investment management and financial planning through both model portfolios and adviser-directed strategies. The firm employs a research-driven, asset-class allocation approach and provides a range of investment options, including Biblical Responsible Investing strategies.

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.

Alan Toman is a financial advisor with Regal Investment Advisors LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Regal Investment Advisors since 2018 and has prior experience with Lincoln Financial Securities Corporation and Bankers Life. Outside of his advisory role, Toman is active in the insurance sector, offering accident and health insurance, fixed and indexed annuities, and traditional life insurance products through American Senior Benefits and as an insurance agent. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and other registered advisers, serving a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios across various asset classes, with advisers selecting allocations and granting Regal authority to implement and manage strategies.

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.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan 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.

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.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.