Top retirement plans for business owners (SEP, solo 401k) financial advisors in Washington Court House, OH

Richard Tucker is a financial advisor with Fifth Third Securities, Inc. in Circleville, Ohio. He holds Series 63 and Series 66 licenses and has 32 years of industry experience, including 27 years with Fifth Third Securities. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Ryan Garland is a CFP® professional at Savvy with seven years of industry experience. He has worked at multiple firms including Budros, Ruhlin & Roe and Corient Services LLC. Outside of his advisory role, Garland facilitates farm succession planning with agricultural families through Nationwide Land As Your Legacy, where he also delivers presentations and helps connect clients with relevant professionals. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Jacob Waters is an Executive Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he partners with clients to help them work towards their financial goals through holistic planning. Jacob has been with Fidelity Investments since 2021, progressing through various roles including Benefits and Planning Consultant, Workplace Planning Consultant at multiple levels, Investment Solutions Representative, and Customer Relationship Advocate. Prior to Fidelity, he completed an internship at Creative Financial Solutions from 2020 to 2021. Outside of his professional work, Jacob is engaged in family activities and enjoys football, golf, music, social events with friends, and parenthood.

Jason Phipps is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 25 years of industry experience and has previously worked with firms such as Raymond James Financial Services, Cetera, and LPL Financial. Outside of his advisory role, he serves as a board member and treasurer for the Clinton Massie Peewee Football organization and as treasurer and trustee for Wilmington CIC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, advisory, and consulting services supported by both advisor-led discretionary management and digital solutions.

Mark Casto is a financial advisor with Creative Financial Solutions, LLC, holding the CFP® designation and Series 63 license, and has 26 years of industry experience. He has been with Creative Financial Solutions since 2000 and also has a 12-year history with Cambridge Investment Research. Outside of advisory services, he is an independent insurance agent through his own firm, MARK CASTO, LLC. Creative Financial Solutions primarily serves individuals, families, small businesses, and trusts by providing comprehensive financial planning and related advisory services. The firm employs a planning and fee-for-service model rather than asset-based fees, focusing on mutual funds, ETFs, annuities, and similar vehicles, while advisors operate with dual registrations and utilize third-party custodians for investment execution.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

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.

Taylor Reed is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Atlas Capital Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, managing both discretionary and non-discretionary accounts across diverse portfolio strategies.