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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
William Ahonen (CRD# 1349069) is an Investment Advisor Representative working at Mml Investors Services, LLC in Green, OH and has over 28 years of experience in the finance industry.
Stephanie Demuesy (CRD# 2568338) is an Investment Advisor Representative working at Mml Investors Services, LLC in Green, OH and has over 19 years of experience in the finance industry.
Kristen Matthus (CRD# 5150887) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Green, OH and has 1 year of experience in the finance industry.
Anthony Nicodemo (CRD# 5983748) is an Investment Advisor Representative working at Mml Investors Services, LLC in Green, OH and has 1 year of experience in the finance industry.
John-Mark Young understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As a Financial Advisor for Raymond James Financial Services located in Wooster, Ohio, he puts his clients—and their needs—first.
Offering a wide range of investment services and alternatives, John-Mark is committed to helping you achieve your financial goals. Specializing in a planning based approach to your money, he works with clients to design...
Thomas Leonardi (CRD# 723356) is an Investment Advisor Representative working at Strategic Capital Advisors, Inc. in Tallmadge, OH and has over 35 years of experience in the finance industry. Thomas Leonardi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice...
Harmony Campbell (CRD# 5669720) is a Financial Advisor working at Edward Jones in Fairlawn, OH and has over 7 years of experience in the finance industry.
Lisa Hay CFP®, CPA, is a Lead Advisor with Cornerstone Capital Advisors, an independent, fee-only Financial Planning and Investment Advisory Firm.
Lisa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, and agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first.
Lisa helps bring clarity to the complex world of investing, taxes, estate planning, retirement...