CFP®-certified financial advisors in Massillon, OH

Michelle Rose is a financial advisor with UBS Financial Services in Massillon, OH, holding Series 63 and Series 66 credentials and having 25 years of industry experience. She has worked at UBS since 2007 and has been with Mcdonald Investments Inc. since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Thomas Albers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and over 52 years of industry experience. He has been with Ameritas Advisory Services since 2021 and also has longstanding roles at TAP Insurance Agency and Ameritas Life Insurance Corp. Outside of his advisory work, he is president and owner of Total Asset Planning, an insurance sales business. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services using model portfolios, third-party sub-advisers, and custom strategies.

Jason Byers is a financial advisor with Edward Jones in Massillon, OH, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Steven Kochovski is a financial advisor with Citizens Securities, Inc. He holds Series 66 and Series 63 licenses and has one year of industry experience. He previously worked at PNC Investments LLC and Citizens Bank. Outside of his advisory role, Kochovski is the owner of Kochovski Ventures LLC, a non-investment-related business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program using proprietary algorithms and a separate managed account program while operating as a broker-dealer and insurance agency.

James Tschantz is a CFP® with 38 years of industry experience. He is currently an Investment Advisor Representative at Signature Equity Partners, LLC, where he has worked since 2023. Prior to this, he spent 12 years with LPL Financial. Outside of his advisory role, he has engaged in the sale of fixed insurance products and operated a wealth management DBA in North Canton, Ohio. Signature Equity Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through a network of independent advisory affiliates, utilizing model-based portfolio solutions and providing both discretionary and non-discretionary account management.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

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.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.