Top financial advisors working with executives in Mount Vernon, OH

J. Howard is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at LifePro Asset Management, Kestra Financial Services, Goldberg, Clouse & Edgell, and Merit Advisors, LLC, where he is also an owner involved in financial strategy and insurance sales. Outside of his advisory work, he serves as a board member for the Fellowship of Christian Athletes’ Whole in One Ministry, participating in monthly meetings and fundraiser planning. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a broad platform of services such as model portfolio solutions, discretionary asset management, financial planning, ERISA plan services, and self-directed brokerage support.

Lance Spearman is a financial advisor with ValMark Advisers, Inc. in Mt. Vernon, Ohio, holding 29 years of industry experience. He has been with Valmark Securities, Inc. since 2005. Outside of his advisory role, he sells group health and life insurance contracts with carriers outside of ValMark’s insurance arrangements. ValMark Advisers serves individuals, including high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive advisory and back-office services.

I'm Zach, founder and lead advisor of Mount Vernon Financial, an independent fee-only fiduciary RIA based in Mount Vernon, Ohio, serving clients across the state and beyond. I started this firm because too many people get advice that's built around a product or a sales quota instead of their actual life and I wanted to build something more personal. My desire is that all prospects and clients can see that I start from a place of genuine care. Trust is only built if care, integrity and honesty are evident. As an advisor, I lean on evidence-based investing and tax-efficient planning. I hold the CEP and CFP® designations. Before starting Mount Vernon Financial, I spent years with High-Net-worth clients helping with equity planning through corporate brokerage solutions at Morgan Stanley and advising clients directly at TD Ameritrade. I've seen how both big firms and everyday investors operate, and I built this practice to give you the best of both. Mount Vernon Financial is intentionally set up alongside a local CPA firm, so your tax picture and your financial plan aren't living in two separate silos. Whether you're starting off, nearing retirement, or somewhere in between, I would be honored to have a conversation to see where we can help.

Joshua Lambert is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 14 years before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by various investment strategies and advisor tools.

Gregory Coffing is a CFP® professional with 27 years of experience in the financial services industry, all with Edward Jones. He holds a Series 63 license and is based in Mount Vernon, Ohio. Outside of his advisory role, he serves on the board of Kokosing Gap Trail, contributing to the maintenance and development of the local bike trail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

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.

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, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.