Top multi-generational wealth transfer financial advisors in Marietta, OH

Brayden Sallee is a financial advisor at Maridea Wealth Management with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC. Outside of his advisory role, he is involved with Dietz, Futrell & Walters Insurance Inc. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach centered on diversified, low-cost mutual funds and ETFs, managing portfolios on a discretionary basis with ongoing monitoring and tailored planning.

Christin Neese is a financial advisor at Janney Montgomery Scott with four years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2020, following a prior role at Converge and experience at Covenant College. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, and institutional sponsors, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Kimberly Betz is a financial advisor with Edward Jones in Marietta, Ohio, holding a Series 66 designation and 15 years of industry experience. She has worked at Edward Jones since 2013. Outside of her advisory role, she serves as chairperson of a committee at Ashington State Community College and is a board member of The Boys & Girls Club of Washington County. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

John Miller is a financial advisor at Kovack Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors since 2006. Outside of his advisory role, he serves as chair of the Endowments Committee for the First Presbyterian Church in Marietta, Ohio. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, while also recommending third-party asset managers and offering financial planning and account aggregation services.

Neal Watson is a CFP® professional with 30 years of experience in the financial services industry. He has worked at Commonwealth Financial Services since 2023 and previously spent two years at Arbor Point Advisors and 25 years at Fleming Watson Financial Advisors, LLC. Neal is also licensed as an insurance agent. Commonwealth Financial Services is an SEC-registered advisory firm serving individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers portfolio management, financial planning, retirement plan advisory services, and lending solutions, utilizing both fundamental and technical investment strategies.

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.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Bonikos is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients build, manage, and optimize their wealth through clear and disciplined strategies tailored to their goals. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. George's approach is rooted in curiosity, discipline, and a drive for continuous improvement. He aims to be a trusted partner for clients navigating complex financial decisions and planning for their financial futures. George holds a Bachelor of Science degree in Economics from Hunter College and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys adventure sports, camping, chess, cooking, fishing, hiking, music, reading, rock climbing, and spending time with his family.

Carson Leydecker is a CFP® professional with two years of industry experience, currently affiliated with Kintra Wealth, LLC. He has held positions at Kintra Wealth and Mutual Securities, Inc. since 2026 and previously worked at Loring Advisory Group and Commonwealth Financial Network. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to implement tax-efficient investment strategies on a household basis.

Taylor Stanfill is a CFP® professional with 15 years of industry experience. He has been with Veritas Planning Group since 2014 and is currently part of the Verisail Partners, LLC team in Chamblee, GA. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach, emphasizing a factor-based framework informed by the Fama-French three-factor model, and manages portfolios primarily on a discretionary basis.