Direct booking

firm logo

Aaron K

CFP®

Overland Park, KS

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

Top 30 financial advisors of 99 near 45638

Out of 400,000+ nationwide

firm logo

Daniel W

Series 63

Huntington, WV

Merrill

Daniel Wells is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' full financial picture to develop personalized wealth management strategies that align with their goals. He offers access to Merrill’s investment insights alongside the banking and lending solutions of Bank of America. Daniel holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Marshall University. He is committed to building one-on-one relationships with clients to support their life goals and legacy planning. Additionally, he participates in community volunteer work, reflecting Merrill’s tradition of community involvement.

Wealth management
firm logo

Dane L

Series 66

Huntington, WV

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Doctor or Medical Professional
firm logo

Leanna C

Series 66

Huntington, WV

Merrill

Leanna Canup is a Senior Financial Advisor with Merrill Lynch Wealth Management. She provides investment planning, risk management, and holistic wealth management services for individuals, families, and business owners. Leanna's approach involves building long-term relationships and guiding clients through various stages of wealth planning to support their financial goals and dreams. Born and raised in Danielsville, Georgia, Leanna earned a high school diploma from Madison County High School and majored in finance at the University of Georgia. She began her career as a personal banker at Bank of America's UGA campus center before joining Merrill's Huntington office in 2016. Since 2018, she has been a financial advisor with the Stamm/Canup Team. She holds the Personal Investment Advisor (PIA) designation. Leanna is actively involved in the Huntington community, participating in organizations such as Generation Huntington, the Huntington Regional Chamber of Commerce, the Junior League of Huntington, and the Rotary Club of Huntington. She serves on the boards of the Boys' & Girls' Club of Huntington, the Huntington Museum of Art, and the Huntington Symphony Orchestra. Additionally, she owns The Local, a vintage shop located in the Village Renew-All Antique Mall in Huntington's historic Old Central City. In her spare time, she enjoys visiting the Huntington Museum of Art, spending time with friends, and working at her farm, Bre'er Cliff.

Wealth management College savings (529s, UTMA, etc.) Business ownership considerations
firm logo

Deanna P

Series 66

Ironton, OH

Edward Jones

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer
firm logo

Christopher B

ChFC®, Series 66

Huntington, WV

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management General retirement planning Founder/Business Owner
firm logo

Ann S

Series 66

Huntington, WV

Merrill

Ann Stamm is a Senior Financial Advisor with Merrill Lynch Wealth Management. She is a Personal Investment Advisor (PIA) dedicated to helping clients connect all aspects of their financial lives to prioritize and pursue their most important goals. Ann’s approach involves working closely with clients to develop personalized plans aimed at funding education, managing retirement and healthcare expenses, and achieving long-term family objectives. She focuses on bringing simplicity and transparency to the complexities of investing and wealth planning. Ann holds a Master’s Degree from Marshall University and a Bachelor’s Degree from the University of Missouri System.

College savings (529s, UTMA, etc.) General retirement planning Medicare planning Wealth management
user avatar
firm logo

John H

Series 63, Series 65

Huntington, WV

Merrill

John Holland is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients' individual financial goals. Leveraging the resources of Merrill and Bank of America, he helps clients navigate changing market conditions and access investment insights alongside banking and lending solutions. John holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from The Citadel. He is committed to community involvement and spends time volunteering with local organizations, reflecting the Merrill tradition of engagement in the communities served.

Wealth management
firm logo

Eric B

Series 66

Ashland, KY

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
firm logo

John H

Series 63, Series 65

Huntington, WV

Edward Jones

Divorce financial planning Business ownership considerations Business succession planning Retirement income strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families Divorced
firm logo

Morgan H

Series 66

Huntington, WV

Merrill

Morgan Hood serves as Senior Resident Director at Merrill’s Huntington office, where he has been a financial advisor since 1999. In this role, he focuses on delivering goals-based wealth management strategies tailored to affluent individuals, families, and organizations. Morgan emphasizes a personalized and holistic planning approach, offering a single point of contact and disciplined guidance in asset allocation and wealth management to help clients achieve their long-term financial objectives. His practice supports a wide range of clients, including families, business owners, corporations, non-profit organizations, trusts, and estates. Morgan collaborates closely with clients’ legal and accounting professionals and accesses Merrill specialists in areas such as managed solutions, investment banking, insurance, and estate and retirement planning to provide comprehensive service. Morgan holds a Bachelor of Business Administration in Finance and a Master of Business Administration with a concentration in Finance, both from Marshall University. He holds the Personal Investment Advisor (PIA) designation. Morgan resides in Huntington, West Virginia, with his wife and three children and has been active in the local community. Outside of work, his interests include baseball, basketball, fishing, football, reading, family time, and traveling.

Wealth management Retirement income strategy Retirement withdrawal strategies College savings (529s, UTMA, etc.) Charitable giving & philanthropy
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")