Large-firm, income planning financial advisors in Warren, OH

Thomas Shortreed is a financial advisor with Ameriprise based in Warren, Ohio, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns and operates Personality Profiles LLC, a company that provides a profiling system to help advisors understand clients’ relationships with money, risk, and trust. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, focusing on customized written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement-income advice primarily to clients with substantial investable assets.

Joshua Miller is a financial advisor at CWA Asset Management Group with 18 years of industry experience. He holds Series 65 and Series 66 registrations and has worked previously at F.N.B. Investment Advisors, Erie Bank, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, and institutional investors. The firm employs both active and quantitative investment strategies, incorporating proprietary research and artificial intelligence, and offers a range of portfolio management and fiduciary services.

Lindsay Wolf is a financial advisor at Asendo Wealth Advisory with 23 years of industry experience. She holds a Series 65 designation and has worked at firms including Ameriprise, Mid Atlantic Financial Management, and NewEdge Advisors. Outside of her advisory role, she owns INTEGRITAS CAPITAL WEALTH CONSULTING, a transition consulting S corporation. Asendo Wealth Advisory serves individuals, profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, investment, and wealth management services. The firm employs an institutional modeling system focused on ETF-centric portfolios and incorporates alternative strategies such as options and third-party managers when suitable, alongside in-house tax preparation and retirement plan consulting.

Karen Sandrella is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Liberty Mutual Insurance Company, United Healthcare Medicare Solutions, and Aflac. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools.

Phillip Natale is a financial advisor with Equitable Advisors in Warren, Ohio, holding a Series 66 designation and 21 years of industry experience. He has worked with Equitable Advisors since 2006, previously spending one year at Morgan Stanley DW Inc. Outside of advising, he is a shareholder in a tea business based in Parma, Ohio. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory models and offers ERISA fiduciary services through credentialed representatives.

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.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

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.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

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.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.