Top general retirement planning financial advisors in Vienna, WV

Joseph Stoltzfus is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Global Cooling, Inc. from 2016 to 2019. His credentials include the Series 66 designation. His wife operates a sewing business called Hopefully Hooked, which sells scrub hats. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options under a fiduciary standard.

Melanie Herbst is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Hazlett, Burt & Watson, Inc. since 2017. Prior to joining Hazlett, Burt & Watson, she worked at Edward Jones from 2014 to 2017. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation and offers a range of account programs and advisory services across traditional and alternative asset classes.

Robert Snider is a financial advisor with Mass Mutual Investors Services in Vienna, WV, holding a Series 63 designation and 32 years of industry experience. He has worked at MassMutual Life Insurance Co. and Mass Mutual Investors Services since 2017, and previously at MetLife Securities Inc. from 2015 to 2017. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning as annual collaborative engagements using firm-approved analytical tools.

Bryce Gandee is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has been in the industry since 2024. His prior experience includes roles at Fouss & Fouss LLC and various positions outside the financial sector, including work in engineering and academia. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through specialized affiliations.

Michael Seese is a CFP® and ChFC® with 30 years of industry experience. He has worked at Commonwealth Financial Services since 2003 and previously held roles at LPL Financial, Securities America, Inc., and Arbor Point Advisors. Outside of his advisory work, he serves on several boards including a local bank, a credit union, and the WVU at Parkersburg Foundation, and is involved in a local sports recreation center. Commonwealth Financial Services is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm offers portfolio management, financial planning, retirement advisory services, and lending solutions, utilizing a range of investment strategies and third-party manager options.

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.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Lori Fell is a financial advisor with Edward Jones in East Lansing, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a business focused on property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and affiliated mutual funds.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.