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Joe F

CFP®, CFA®

New York, NY

Fortrove Partners

Hi! My name is Joe Forish and I started Fortrove Partners to help technologists deal with challenges of company ownership / equity compensation. From a young age, I learned about maximizing hard work and doing what you do best while working at my father’s auto dealership. I also saw first-hand both the rewards and challenges of running a business. Prior to Fortrove, I honed my expertise investing in public and private equity. I graduated from Pennsylvania State University with a B.S. in Finance and International Business, and from the Harvard Business Analytics Program, with Distinction. In my free time you will find me skiing an evergreen tree-lined run or longboarding when it’s cloudy and glassy. I live in New York City with my wife Linda.

Startup equity planning Exec comp design Business ownership considerations Technology Professional Founder/Business Owner Established Professionals Gen Y/Millennials (Born 1980-1995)

127 advisors near 43316

Out of 400,000+ nationwide

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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.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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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.

General retirement planning Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Dual Income Family
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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.

General retirement planning Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Dual Income Family
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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.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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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.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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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.

Retirement income strategy Debt management Charitable giving & philanthropy General estate planning guidance
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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.

Cash flow / budgeting College savings (529s, UTMA, etc.)
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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.

Retirement income strategy Debt management Charitable giving & philanthropy General estate planning guidance
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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.

General retirement planning Active portfolio management
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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.

Retirement income strategy Debt management Charitable giving & philanthropy General estate planning guidance
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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.

Cash flow / budgeting College savings (529s, UTMA, etc.)
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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.

Cash flow / budgeting College savings (529s, UTMA, etc.)
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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.

Cash flow / budgeting College savings (529s, UTMA, etc.)
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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.

Cash flow / budgeting College savings (529s, UTMA, etc.)
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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.

Cash flow / budgeting College savings (529s, UTMA, etc.)
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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.

Retirement income strategy Debt management Charitable giving & philanthropy General estate planning guidance
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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.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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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.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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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.

Options & derivatives strategies ESG / Sustainable investing
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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.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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