Seasoned financial advisors in Mansfield, OH

Charles Hahn is a financial advisor at Cetera with 44 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Lincoln Financial Advisors for 21 years. Outside of his advisory role, Hahn serves on the governance council of local hospitals in Mansfield, Ohio, and participates in several community committees focused on local government operations and neighborhood development. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of investment management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Joel Staich is a financial advisor with Eagle Strategies (NY Life) in Mansfield, OH, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Eagle Strategies since 2017 and is also associated with Mahoney Financial Organization, LLC and Staich Financial, LLC, which operate under his ownership for selling New York Life products and brokering non-registered insurance products. Outside of his advisory work, Staich is a part owner of Klopfenstein Art Equipment Manufacturing LLC and volunteers to help organize the annual Jeff Ellington Legacy Golf Outing, a charitable event. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions delivered through multiple program types and managing the majority of its assets on a non-discretionary basis.

Keith Cawrse is a financial advisor with Cambridge Investment Research Advisors in Mansfield, OH, holding a Series 63 designation and 25 years of industry experience. He has been with Cambridge since 2014. Outside of his advisory role, he serves as a board member for Catalyst Life Services, a trustee of The University Club in Mansfield, and treasurer for the Mansfield City Schools Levy Committee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Stacy Wolford is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage services, financial planning, consulting, and multiple advisory programs utilizing both in-house and third-party portfolio management.

Robert Hogsette Jr. is a financial advisor with LPL Financial, holding a Series 63 credential and bringing 33 years of industry experience. He has held roles at Cetera Advisors LLC and managed his own firm, Hogsette Financial Group, LLC, since 2020. In addition to his advisory work, he is a commissioned notary and holds a non-variable insurance license. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various investment strategies.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

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.

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.