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12 advisors near 43351
Out of 400,000+ nationwide
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.
Martin S
Series 63, Series 65
Upper Sandusky, OH
Eagle Strategies (NY Life)
Martin Stansbery is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Baker Financial Services and New York Life. Outside of his advisory work, he serves as Board President of the Upper Sandusky Rotary Club and volunteers on the advisory council for United Way of Wyandot County. Eagle Strategies serves individual clients, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.
Chad B
Series 63, Series 65
Upper Sandusky, OH
Eagle Strategies (NY Life)
Chad Baker is a financial advisor with Eagle Strategies (NY Life) based in Upper Sandusky, Ohio, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has been involved with New York Life Insurance Company and Nylife Securities Inc. since 1999 and operates Baker Financial Services, LLC under the Baker Moyer Financial Group and Baker Financial Group names. Outside of his advisory work, he is a member of an LLC that owns a hunting camp with other partners. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, offering services through a large network of advisors and programs tailored for various client needs.
Emily W
Series 66
Upper Sandusky, OH
Eagle Strategies (NY Life)
Emily Wurm is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. She holds the Series 66 designation and has previously worked at NYLIFE Securities LLC, Baker Financial Group, Century 21 Bolte Real Estate, Nationwide Insurance, Eagle Engineered Solutions, and Mt Vernon Nazarene University. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of investment adviser representatives. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of the end of 2024.
Brent B
Series 63, Series 65
Upper Sandusky, OH
Cetera
Brent Barchent is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Cetera and its related entities since 2012 and has also been affiliated with First Citizens National Bank of Upper Sandusky since 2003. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan and fiduciary solutions, and access to third-party money managers, supported by a mix of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.
Hilary O
Series 66
Carey, OH
Edward Jones
Hilary Orians is a financial advisor with Edward Jones in Carey, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, Orians worked for nine years at City Apparel, Inc. as part of the apparel and promotional sales sector. Outside of financial advising, Orians maintains a contract role with City Apparel on a limited, weekend basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and provides a range of investment advisory solutions, operating under a fiduciary standard.
Daniel B
CFP®, Series 66
Carey, OH
Edward Jones
Daniel Beach is a CFP® professional with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Heather S
Series 66
Upper Sandusky, OH
Edward Jones
Heather Skaggs is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked at The First Citizens National Bank and Peoples Savings and Loan Company. She is a partner in a family meat processing business and also serves as an office administrator for the family farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large national network of advisors and branch offices.
Kurtis M
Series 63, Series 66
Upper Sandusky, OH
Cetera
Kurtis Miller is a financial advisor at Cetera with Series 63 and Series 66 licenses and over a decade of experience spanning roles at The First Citizens National Bank, US Bank, and Western & Southern. His work history also includes positions outside the financial sector, such as at ZF Active Safety US Inc. and the City of Canton. Cetera Investment Advisers LLC serves a diverse client base, including individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple programs and platforms, supported by extensive resources and a broad network of independent advisors.
Christopher D
Series 66
Upper Sandusky, OH
Edward Jones
Christopher Daris is a Series 66-licensed financial advisor with Edward Jones in Upper Sandusky, OH, where he has worked since 2007, accumulating 19 years of industry experience. Outside of his advisory role, he owns a finance-related rental property in Upper Sandusky. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.
Heather B
Series 66
Morral, OH
Cambridge Investment Research Advisors
Heather Bussey is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 14 years of industry experience. She has been affiliated with Cambridge Investment Research Advisors since 2015 and also works with Preferred Planning Associates. Outside of her advisory role, she is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan consulting, utilizing multiple account platforms and third-party strategists.
Tristan J
CFP®, Series 66
Upper Sandusky, OH
Edward Jones
Tristan Joy is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is associated with MA Minerals LLC in Minerva, Ohio, though he has no active responsibilities there. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.
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12 advisors near 43351
Out of 400,000+ nationwide