Top active portfolio management financial advisors in Wooster, OH

Ross Cochrell is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 66 licenses. He has 17 years of industry experience and has held roles at several firms, including Securities America and SSN Advisory. Outside of advising, he owns and operates Stockman's Supply, LLC, an equipment sales business, and 1840 Angus Farm, LLC, an agricultural enterprise. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of independent advisors. The firm uses an open-architecture platform with multiple custodians and emphasizes a largely non-discretionary asset mix.

Bradley Fike is a financial advisor with Fike Advisors, LLC in Wooster, Ohio, holding a Series 66 designation and 15 years of industry experience. He has been involved with Fike Advisors since 2010 and also works with Essential Financial Planning, Inc. since 2014. Outside of his advisory roles, he owns and operates Bradley Fike Insurance Agency and serves as a director on the board of Mission Possible A to Z, a nonprofit organization. Fike Advisors serves individuals, trusts, estates, and charitable organizations by providing personalized financial planning, investment analysis, and discretionary asset management. The firm primarily uses American Funds mutual funds and combines fundamental and technical analysis in its recommendations, also referring clients to third-party money managers when appropriate.

James Jones is a CFP® and Series 66-licensed financial advisor with Edward Jones in Wooster, OH, with 18 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lisa Reichert is a financial advisor at Stifel with 13 years of industry experience. She has held previous roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Stifel in 2018. Outside of her advisory work, Reichert serves in leadership roles on several nonprofit boards in Wooster, Ohio, including chairing the advisory board for the Salvation Army and the board of commissioners for the Wayne Metropolitan Housing Authority. Stifel serves a broad client base that includes individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Kathy Martin is a financial advisor with Stratos Wealth Partners, Ltd in Wooster, OH, holding 14 years of industry experience. She has worked at Stratos Wealth Partners and LPL Financial since 2017, and previously was with Voya Financial Advisors and Briggs Financial Group. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform offers an open-architecture approach that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and diversified asset allocation.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

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.

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.

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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.