Top financial advisors working with mid-career professionals in Urbana, OH

Chad Bentz is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Key Investment Services in 2023, he worked at JP Morgan Securities, LLC for six years and has experience at FedEx Freight, Performance Academies, JPMorgan Distribution Services Inc., and the Imperial School of Martial Arts. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory and brokerage programs. The firm emphasizes client-directed model selection and conducts ongoing due diligence and supervisory oversight, operating within the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

Zachary Avery is a CFP® with seven years of industry experience, currently advising at Cambridge Investment Research Advisors. He has been with Cambridge Investment Research in various capacities since 2018 and also has experience coaching basketball at Clark Shawnee Local Schools. Outside of his advisory role, he is an independent insurance agent and a business owner. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals using multiple custody platforms and a blend of proprietary and third-party strategies.

Jerome Armstrong is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated financial services through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Jonathan Hoskins is a CFP®-designated financial advisor with LPL Financial, based in Urbana, Ohio, and has 23 years of industry experience. He has worked with LPL Financial since 2011 and concurrently holds roles at The Citizens Banking Company, where he serves as a trust officer and is involved in wealth management and financial institution duties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and offering access to model portfolios and research.

Samantha Winner is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Wells Fargo Clearing Services, UBS Financial Services, JP Morgan Securities, and Morgan Stanley. Outside of her advisory work, she is an associate at FM Investments, where she acts as a financial advisor within Farmers & Merchants State Bank. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management, and offers brokerage and insurance products through an integrated platform.

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.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

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.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.

Thomas Phillipsen is a Series 65 licensed advisor at Annex Wealth Management, LLC with experience beginning in 2024. His prior work includes roles at Associated Bank and JJ Keller & Associates, as well as experience at Ripon College. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process based on a core-and-tactical framework and offers comprehensive wealth management, discretionary portfolio management, retirement consulting, and online goals-based services.