Top passive / index investing financial advisors in Sidney, OH

Cheryl Boyer is a CFP® professional with 40 years of experience in the financial industry, currently affiliated with Money Concepts Capital Corp. She has been working with Money Concepts since 1986 and has spent over three decades providing financial services. Outside of her advisory role, she is involved with The Gregory Reyes Foundation as a consultant and volunteer. Money Concepts Capital Corp is an enterprise-scale advisory firm managing approximately $4.07 billion in client assets. The firm serves a diverse client base, using model-driven and asset-allocation strategies, and offers both discretionary and non-discretionary investment programs supported by third-party managers and technology platforms.

Todd Thompson is a financial advisor at OSAIC with 33 years of industry experience. He holds a Series 63 designation and has worked at Royal Alliance Associates, Inc. and Signator Investors, Inc., in addition to operating Thompson Financial Services, LLC since 1984. Outside of advisory work, he sells Medicare Advantage and Medicare Supplement insurance plans. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients through a large network of financial advisers. The firm offers integrated brokerage and advisory services and employs asset-allocation tools and multiple third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Kevin Schlarman is a financial advisor with United Planners' Financial Services of America, holding CFP® and Series 66 credentials and nine years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors. He is also a shareholder at McCrate, DeLaet & Co CPA and serves as a board member of S&H Products, a community and civic organization in Sidney, Ohio. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a variety of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

David Heintz Jr. is a financial advisor with LPL Financial in Sidney, Ohio, holding a Series 66 designation and four years of industry experience. He has worked with LPL Financial since 2021 and is also involved with Independent Wealth Planning Group Inc. Prior to his advisory career, Heintz served as a mathematics teacher at Upper Valley Career Center. He is a co-owner of Independent Tax Services, LLC, a tax preparation business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to managed portfolios, supported by a large network of advisors and various technology tools.

Andrew Stewart is a financial advisor at Edward Jones in Sidney, Ohio, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Ryan Vollweiler is a CFP® professional with 22 years of industry experience. He is currently with Schwab Wealth Advisory Inc., having worked there since 2021, and has been affiliated with Charles Schwab & Co., Inc. since 2017. His prior experience includes roles at VOYA Financial Advisors, Cetera Advisors LLC, Equitable Advisors, and Valic Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, while trades are executed only with client authorization.