Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Direct booking
Book time directly with this advisor, no back-and-forth required
127 advisors near 43316
Out of 400,000+ nationwide
Brayden T
Series 65
Findlay, OH
Resolute Wealth Advisor, Inc.
Brayden Thomas is a financial advisor at Resolute Wealth Advisor, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Miami University. Resolute Wealth Advisor, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and factor-aware equity exposure within a framework that treats markets as generally efficient, using institutional platforms and a formal investment committee to support fiduciary monitoring and participant education.
Tammy T
PFS™
Findlay, OH
Tonjes Financial Group
Tammy Tonjes is an Investment Adviser Representative at Tonjes Financial Group and holds the PFS™ designation. She has been a CPA and Managing Member at H&K Financial since 2015, where she manages tax preparation and accounting services. In addition, she serves as Managing Member of Nado Properties, LLC, a real estate business. Tonjes Financial Group is a fee-only, fiduciary advisory firm serving individuals, families, and business owners. The firm offers comprehensive financial planning and investment management, utilizing model portfolios, tax-sensitive allocation, and third-party platforms to support its services.
Bradley T
Series 65
Findlay, OH
Tonjes Financial Group
Bradley Tonjes is a financial advisor at Tonjes Financial Group with a Series 65 credential and no prior industry experience. Before joining Tonjes Financial Group in 2025, he worked at Owens Corning and has experience in administrative roles including at H&K Financial. Outside of advising, he owns and operates a residential real estate investment and leasing business. Tonjes Financial Group is a fee-only, fiduciary advisory firm serving individuals, families, and business owners. The firm uses model portfolios, tax-sensitive allocation, and both discretionary and non-discretionary management, supported by a third-party turnkey asset management platform and an affiliated tax and accounting practice.
Ryan G
CFP®, Series 63, Series 65
Findlay, OH
Resolute Wealth Advisor, Inc.
Ryan Geary is a CFP® with eight years of industry experience, currently serving at Resolute Wealth Advisor, Inc. since 2022. Prior to this, he worked at NYLIFE Securities, LLC and St. Bonore Financial, among others. Outside of his advisory role, he is an owner of rental property through G & J Northwest Rentals, LLC. Resolute Wealth Advisor, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and factor-aware equity exposure within a generally efficient market framework and offers specialized services for retirement plans and institutional clients.
Scott H
CFP®, Series 63, Series 65
Findlay, OH
Resolute Wealth Advisor, Inc.
Scott Hohman is a CFP® with 24 years of industry experience, currently serving at Resolute Wealth Advisor, Inc. since 2017. Prior to this, he worked at Strategic Investment Advisors, LLC for 12 years. He also acts as a life insurance and fixed annuities agent on an as-requested basis. Resolute Wealth Advisor, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s investment approach focuses on asset allocation, diversification, and factor-aware equity exposure within a generally efficient market framework, supported by institutional platforms and a formal investment committee.
Titus A
CFP®, Series 66
Findlay, OH
Asset One Wealth Management, LLC
Titus Allen is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Asset One Wealth Management, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Cetera Investment Advisers LLC, Cetera Wealth Services, LLC, Voya Financial Advisors, and Fifth Third Securities. Outside of advising, he owns and oversees operations at Truly Natural Therapies, a spa business. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to a diverse client base including individuals, trusts, business entities, and charitable organizations. The firm employs a strategic asset allocation approach tailored to client risk profiles and objectives, utilizing a mix of individual securities, ETFs, mutual funds, and independent managers.
Joshua R
Series 65
Findlay, OH
Hixon Zuercher Capital Management
Joshua Robb is a financial advisor at Hixon Zuercher Capital Management with 12 years of industry experience. He holds a Series 65 designation and has been with the firm since 2013. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other investment advisers. The firm employs tailored, asset-allocation strategies using primarily no-load mutual funds, ETFs, and individual securities, and offers public educational workshops and private life-coaching services in addition to its investment management.
Leah C
Series 63, Series 65
Findlay, OH
Asset One Wealth Management, LLC
Leah Cook is a financial advisor at Asset One Wealth Management, LLC in Findlay, OH. She holds the Series 63 and Series 65 licenses and has experience working with several firms including Cetera Wealth Services, Allen-Kramp Wealth Management, and Purshe Kaplan Sterling Investments. Outside of her advisory role, she is actively involved in community and nonprofit organizations such as Flag City Vet Fest, Habitat for Humanity, and Silent Watch, where she holds leadership and volunteer positions. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to a range of clients including individuals, trusts, estates, and business entities. The firm employs a strategic asset allocation approach customized to client risk profiles, utilizing a mix of individual securities, ETFs, mutual funds, and Independent Managers, with additional services including ERISA retirement-plan consulting and family office coordination for high-net-worth clients.
Jason F
Series 66
Findlay, OH
StraightLine
Jason Fisher is a financial advisor at StraightLine with 20 years of industry experience. He has been with StraightLine Group LLC since 2004 and holds a Series 66 designation. Jason is licensed to sell insurance products to clients who have insurance needs. StraightLine serves individual investors, retirement-plan sponsors, small businesses, and institutional clients by providing discretionary investment management, financial planning, and participant education through seminars and webinars. The firm uses proprietary model portfolios and an internal research team to guide investment decisions and supports a large client base with a ten-advisor team.
Nicole W
Series 63, Series 65
Findlay, OH
Asset One Wealth Management, LLC
Nicole Wagner is a financial advisor with Asset One Wealth Management, LLC in Findlay, Ohio. She holds Series 63 and Series 65 licenses and has five years of industry experience, including roles at Cetera Wealth Services and Voya Financial Advisors. Wagner serves as president of the Cory-Rawson PTO and holds board positions with the Millstream Area Credit Union, the Green & Gold Foundation Fund, and the Old Millstream Foundation. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm offers customized portfolios based on strategic asset allocation and serves clients with a range of wealth management needs, including family office coordination for those with over $2 million in assets.
Anthony H
Series 65
Findlay, OH
Hixon Zuercher Capital Management
Anthony Hixon is a Series 65-licensed financial advisor with 22 years of industry experience. He is affiliated with Hixon Zuercher Capital Management in Findlay, OH, and has been involved with Freedom Financial Solutions, LLC since 2003. Outside of his advisory work, he is the owner of Freedom Capital Dynamics, LLC, a general partner in a limited partnership that operates in the investment space. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other investment advisers. The firm employs tailored, asset-allocation strategies using no-load mutual funds, ETFs, and individual equities and bonds, and offers regular account reviews and detailed client communications.
Chase R
Series 65
Findlay, OH
Hixon Zuercher Capital Management
Chase Rose is a financial advisor at Hixon Zuercher Capital Management with three years of industry experience. He holds a Series 65 designation and has worked at Hixon Zuercher since 2022, following roles at Freedom Enterprises and other firms. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other advisers. The firm employs tailored, asset-allocation-oriented strategies using no-load mutual funds, ETFs, and individual securities, and offers both public educational workshops and private life-coaching services.
Austin W
Series 65
Findlay, OH
Hixon Zuercher Capital Management
Austin Wilson is a financial advisor at Hixon Zuercher Capital Management with seven years of industry experience. He holds a Series 65 designation and has been with Hixon Zuercher since 2018. Prior to joining the firm, he worked at Cooper Tire & Rubber Company from 2014 to 2018. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other investment advisers. The firm employs tailored, asset-allocation strategies using no-load mutual funds, ETFs, and individual securities, and offers public educational workshops and private life-coaching services.
Jessica H
Series 65
Findlay, OH
Hixon Zuercher Capital Management
Jessica Hinks is a financial advisor at Hixon Zuercher Capital Management with nine years of industry experience. She holds a Series 65 designation and has worked at Hixon Zuercher since 2019, following four years at Lifeplan Financial Group, Inc. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other investment advisers. The firm employs tailored, asset-allocation-oriented strategies using no-load mutual funds, ETFs, and individual equities and bonds, and offers both public educational workshops and private life-coaching services.
Jordan S
CFP®
Findlay, OH
Hixon Zuercher Capital Management
Jordan Shaw is a CFP® professional with four years of industry experience. He has worked at Hixon Zuercher Capital Management since 2024 and previously held roles at Wescott Financial Advisory Group LLC and Asset Planning Services, Ltd. Shaw has experience in both advisory and educational environments. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other advisers. The firm emphasizes tailored, asset-allocation strategies using no-load mutual funds, ETFs, and individual securities, and offers public educational workshops and private life-coaching services in addition to its advisory work.
Marcy B
Series 63, Series 65
Findlay, OH
Asset One Wealth Management, LLC
Marcy Bibler is a financial advisor at Asset One Wealth Management, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fifth Third Securities and Cetera. Bibler also serves as Director of Client Experience at Asset One Wealth Management dba AK Wealth Management. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm offers customized portfolios based on strategic asset allocation and serves clients with a range of wealth management needs, including family office coordination for clients with over $2 million in assets.
Phillip L
Series 66
Findlay, OH
AlphaStar Capital Management
Phillip Lawson is a financial advisor at AlphaStar Capital Management with 18 years of industry experience. He holds a Series 66 designation and has been with AlphaStar since 2015. Lawson also operates Lawson Financial Group and is a managing member of JJ Ventures, LLC, which owns and operates Jimmy John’s restaurants. Additionally, he is involved in a craft brewery startup as managing member of Brew Capital Partners, LLC. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, using a strategic asset-allocation approach combined with quantitative analysis and third-party research.
Randall D
ChFC®, Series 63, Series 65
Findlay, OH
On Investment Management CO
Randall Diehl is a financial advisor with On Investment Management Company, holding the ChFC® designation and Series 63 and 65 licenses, with 39 years of industry experience. He has worked at The O.N. Equity Sales Company since 2022, Royal Alliance from 2016 to 2022, and Ohio National Financial Services since 2011. Outside of his advisory work, he serves as a member of the Hancock County Public Defenders Commission. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms including fee-based planning, third-party investment programs, and both discretionary and non-discretionary managed account options.
Eric S
Series 66
Upper Sandusky, OH
Wesbanco Securities, Inc.
Eric Sparling is a financial advisor at WesBanco Securities, Inc. with 30 years of industry experience. He holds a Series 66 designation and has worked previously at Premier Bank, LPL Financial LLC, Money Concepts Capital Corp., and Investment Professionals, Inc. WesBanco Securities, Inc. provides investment advice and portfolio management services to individuals, corporations, trusts, estates, and retirement plans. The firm offers a range of wrap-fee programs and third-party managed solutions, employing various analytical methods and investment strategies while serving approximately 842 clients with $166 million in assets under management.
Jennifer G
Series 66
Findlay, OH
On Investment Management CO
Jennifer Gilroy is a financial advisor at O.N. Investment Management Company with five years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James Financial Services and First Federal Bank. Outside of her advisory role, she is involved in fixed annuity and insurance sales. O.N. Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based planning and managed account options, combining third-party discretionary programs with adviser-directed portfolio management.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
127 advisors near 43316
Out of 400,000+ nationwide