CFP®-certified advisors focused on multi-generational wealth transfer in Ohio

Edwina Martin is a financial advisor at Waverly Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at 9258 Wealth Management for five years and Teradata Corp for eleven years. In addition to her advisory role, she serves as assistant director of tax planning at 9258 Tax and Planning. Waverly Advisors, LLC is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, employing a combination of centralized and customized investment strategies across traditional and alternative asset classes.

Elanna Gould is a CFP® professional with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior work includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center. She also maintains an independent insurance agency representing various insurance companies. Cambridge Investment Research Advisors serves a diverse clientele including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and access to third-party sub-advisers through multiple account platforms.

Thomas Trefzger is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to his advisory role, he was employed at Sprint and also spent time at Cleveland State University. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies along with managed account solutions and offers a broad range of financial planning, wealth management, and fiduciary services supported by affiliated entities such as a trust company and in-house tax and business consulting.

Zachary Stillman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, following prior roles at PNC Bank, PNC Investments, Cetera Advisor Networks, and Vantage Financial Group. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients maintain final decision-making authority.

Ryan Vollweiler is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab and Schwab Retirement Plan Services, as well as a brief tenure at Voya Financial Advisor. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to Schwab brokerage clients who meet eligibility requirements, utilizing Schwab’s asset-allocation models and proprietary research tools. The firm is part of The Charles Schwab Corporation’s integrated product and service ecosystem.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife and MetLife Securities. Outside of her advisory role, she is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and tools to analyze client goals and deliver written financial recommendations.

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.

Quintina Wallace is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in designing custom financial strategies that focus on delivering strong risk-adjusted returns, helping clients make informed decisions around risk, taxes, and long-term wealth. Her approach is disciplined and data-driven, influenced by her academic background in biology which developed her attention to detail and analytical thinking. Wallace works with a diverse range of clients, with particular focus on healthcare professionals, military families, and individuals involved in the nonprofit sector. Her areas of expertise include employee benefits planning, investment consulting for defined contribution plans, employee financial health, personal retirement planning, small business strategies, women and wealth, and tax minimization. She holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor's Degree from Albany State University and is involved professionally with organizations such as the Alzheimer's Association, COVA Christian Chamber of Commerce, and the National Association of Plan Advisors. Outside of her professional work, Wallace enjoys camping, hiking, and spending time with her family.

Carson Leydecker is a CFP® and holds a Series 66 license with two years of industry experience. He currently works at Kintra Wealth, LLC and Mutual Securities, Inc., and previously held roles at Loring Advisory Group, Commonwealth Financial Network, and Northwestern Mutual. Carson’s background includes experience in both financial services and earlier roles at organizations such as Turbonomic and The Aspen Institute. Kintra Wealth, LLC is a team-based firm serving clients with a collaborative approach to wealth management.

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.

Sarah Currier Barrella is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Santander Securities LLC and Santander Bank, NA, having previously worked at TD Bank and Citizens Securities, Inc. Barrella holds Series 63 and Series 65 licenses. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary portfolio management and ongoing suitability reviews.

Elanna Gould is a CFP® professional with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior work includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center. She also maintains an independent insurance agency representing various insurance companies. Cambridge Investment Research Advisors serves a diverse clientele including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and access to third-party sub-advisers through multiple account platforms.

Ethan Siekkinen is a financial advisor with Plante Moran Financial Advisors, holding a Series 65 designation and beginning his advisory career in 2023. Prior to joining the firm, he worked at J Wilson Wealth Management and has experience outside finance with Rizzo Lawn Care. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, manager selection, and uses a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.

Thomas Mcintire is a CFP® with 33 years of experience in the financial services industry, currently affiliated with Raymond James Financial in Irving, TX. His prior roles include positions at Cadent Capital, LLC, Insurance Planners & Advisors Group, and The Guardian Life Insurance Company. He serves as a board member and finance committee member for the Dallas Rotary Club Foundation, overseeing investments and supporting the foundation’s philanthropic efforts. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipalities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client collaboration and supported by extensive research and asset-allocation analysis.

Jace Hart is a CFP® professional with eight years of industry experience, currently serving as an advisor at Leo Wealth, LLC since 2023. His prior roles include positions at LPL Financial LLC and Fidelity Brokerage Services LLC. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, utilizing sub-advisors and third-party managers to implement specialized strategies.