Top general tax planning financial advisors in Youngstown, OH

Jeffrey Potter is a financial advisor at Verity Asset Management with 21 years of industry experience. He holds a Series 66 designation and has been with Verity in various capacities since 2004. Outside of his advisory work, he coaches and scouts for Black Bear Sports hockey teams. Verity Asset Management is a multi-team SEC-registered advisory firm managing approximately $1.15 billion across 55 advisors. The firm serves a range of clients including individuals, retirement plan sponsors, institutional clients, and other advisers, employing a model-based investment process with both internally managed and third-party strategies.

James Aeppli is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2022. His broader career includes over 20 years at JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Edward Klesack is a financial advisor with Centaurus Financial, Inc. in Ashland, Ohio, holding a Series 65 designation and over 44 years of industry experience. He has been with Centaurus Financial since 2004. Outside of advisory work, he is involved in trust marketing and referral through The Estate Planning Team and works as an agent selling individual and group health insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and specialized advisory services through a variety of investment platforms, combining fundamental and technical analysis with discretionary and non-discretionary management.

Emily Stark is a financial advisor with Edelman Financial Engines in Youngstown, OH. She holds a Series 65 designation and has been with Edelman Financial Engines since 2019, following four years at PNC Bank. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering diversified model portfolios with a long-term investment orientation and managing approximately $326 billion for roughly 477,000 clients.

Daniel Henry is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 63 designation and has been with Cetera Advisors LLC since 2013. In addition to his advisory role, he works as an insurance agent selling life, disability, fixed annuities, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to both affiliated and third-party managers across multiple program structures.

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.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Terry Thomason is the sole advisor at Replica Wealth Advisors Inc in Colorado Springs, CO, holding a Series 65 designation with 12 years of industry experience. Prior to founding Replica Wealth Advisors in 2019, he worked at Gradient Advisors, LLC and Mountain Range Financial Advisors from 2014 to 2019. He also operates an affiliated insurance practice, Mountain Range Insurance Advisors, offering life insurance, Medicare, long-term care, and annuity products. Replica Wealth Advisors is an independent, single-advisor firm that provides financial planning and consulting services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes asset allocations and monitors third-party managers who execute trades, while also offering written financial plans and educational workshops.

Deon Blaney is a financial advisor at Private Wealth Management LLC in Las Vegas, NV, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Private Wealth Management LLC since 2005. In addition to his advisory role, he is a self-employed life insurance agent. Private Wealth Management LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, focusing on a small client base with approximately $123 million in assets under management. The firm employs fundamental analysis and tailored portfolios, including stocks, bonds, mutual funds, and ETFs, using a combination of long-term, short-term, and active trading strategies.