Direct booking
Book time directly with this advisor, no back-and-forth required
Top 30 financial advisors of 143 near 44907
Out of 400,000+ nationwide
Benjamin K
Series 66
Ashland, OH
Edward Jones
Charitable giving & philanthropy
Equity Recipients (RS/RSU, SOP, ESPP)
General estate planning guidance
Multi-generational wealth transfer
Mark M
Series 63
Ashland, OH
Edward Jones
Chad W
Series 66
Lexington, OH
Edward Jones
Retirement income strategy
College savings (529s, UTMA, etc.)
General estate planning guidance
James H
Series 63
Bellville, OH
Edward Jones
Retirement income strategy
General retirement planning
Wealth management
General estate planning guidance
Multi-generational wealth transfer
Debbie R
Series 63, Series 66
Ontario, OH
Edward Jones
Charitable giving & philanthropy
Retirement income strategy
General retirement planning
Wealth management
Mitchell R
Series 66
Bellville, OH
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
Wealth management
General retirement planning
Troy B
Series 66
Shelby, OH
Edward Jones
Retirement income strategy
College savings (529s, UTMA, etc.)
General retirement planning
Wealth management
Jared S
Series 66
Mansfield, OH
Edward Jones
College savings (529s, UTMA, etc.)
Business ownership considerations
General retirement planning
Founder/Business Owner
Michael F
Series 66
Mansfield, OH
Edward Jones
Darrel S
CFP®, Series 63
Mansfield, OH
Edward Jones
College savings (529s, UTMA, etc.)
Business ownership considerations
Retirement income strategy
General retirement planning
General estate planning guidance
Founder/Business Owner
© 2026 Warmer Holdings Inc. (“Warmer”)
Warmer is an SEC-registered investment advisor. Warmer provides personalized recommendations and introductions to independent
fiduciary advisors. Our advice is limited to these digital matches—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.
Finding advisors...
Loading...
Loading...
Loading...
Top 30 financial advisors of 143 near 44907
Out of 400,000+ nationwide