Seasoned 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.

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.