Top financial advisors working with married couples and partners 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.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Sandra Conroy is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. She has been active in the financial services industry since August 1985, providing clients with wealth management services that address both individual and complex financial needs. Her professional focus includes education planning, executive compensation, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Sandra’s approach centers on developing personalized strategies tailored to clients’ short- and long-term financial objectives, emphasizing the importance of understanding life priorities beyond markets and returns. Her credentials include the Personal Investment Advisor (PIA) designation, and she holds a High School Diploma/GED from Greenville Central School. Prior to her financial career, Sandra managed Arthur Murray Ballroom Dance Studios in Florida and Arizona and became a franchise owner and operator in Denver. She also trained as a Medic in the U.S. Army Reserves. Outside of her professional work, Sandra is married with two children and three grandchildren. Her personal interests include dancing, golfing, and traveling.

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Robert Kaercher Jr. is a financial advisor with Smith & Howard Wealth Management, LLC in Atlanta, GA. He holds Series 63 and Series 65 designations and has 16 years of industry experience, all with Smith & Howard since 2010. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management primarily through mutual funds and ETFs, retirement plan consulting, and access to separate account managers, managing approximately $727 million for about 217 clients with a six-advisor team.

Peter Bittermann is a financial advisor with Westminster Financial Advisory Corporation, holding a Series 66 designation and 25 years of industry experience. He has been with Westminster Financial since 2011 and has also worked at RBC Capital Markets Corporation since 2008. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes a diversified, multi-asset class investment approach with a buy-and-hold orientation complemented by tactical adjustments and manages portfolios using various securities, mutual funds, ETFs, and option strategies.