Top financial advisors working with high-net-worth individuals in Marion, OH

Thomas Kenney is a financial advisor with Ameriprise in Marion, Ohio, holding a Series 66 credential and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of advisory work, Kenney is involved in business ownership and operational management roles at Executive Alpha Group, Inc. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, delivered through a centralized consulting team in partnership with financial advisors.

Jay Walker is a financial advisor with LPL Financial, holding a Series 66 credential and 19 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he serves as a trustee for a family irrevocable trust and is a commissioned notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Earl Manter is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. Manter is also a partner at Holbrook & Manter LLP, a CPA firm, where he works 160 hours per month. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and other institutional clients. The firm partners with an SEC-registered manager for active portfolio management while offering planning, client coordination, trust administration support, and pension consulting services.

Lars Olson is a CFP® professional with 34 years of experience in financial planning and investment management. He is currently with Sanctuary Advisors, LLC and has prior experience at Bank of America and Merrill. He is president of Alluvial Private Wealth LLC and its related entities, which focus on financial planning and opportunity zone investments. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a network of over 400 independent advisers who utilize a range of investment strategies and custodial solutions.

Scott Crawford is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 22 years of industry experience. He is also co-owner of Whetstone Financial, LLC, where he has worked since 2016. Outside of his advisory role, Crawford serves as a varsity basketball assistant coach at River Valley High School in Ohio. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm provides a broad range of managed-account programs, third-party asset manager access, and custody services, serving individual and institutional clients with around $212.7 billion in assets under management.

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.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

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.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.