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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
Michael Graham (CRD# 4181367) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wilmington, OH and has over 16 years of experience in the finance industry.
Michael Hensler (CRD# 5208265) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wilmington, OH and has over 17 years of experience in the finance industry.
Jason Hillard (CRD# 5157532) is an Investment Advisor Representative working at Edward Jones in Wilmington, OH and has over 17 years of experience in the finance industry.
Jeffrey Myers (CRD# 2787589) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Wilmington, OH and has over 22 years of experience in the finance industry.
Samantha Whisenhunt (CRD# 6133446) is an Investment Advisor Representative working at Edward Jones in Wilmington, OH and has over 11 years of experience in the finance industry.
Philip Zeigler (CRD# 4411292) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wilmington, OH and has over 22 years of experience in the finance industry.
Stephanie Blessing (CRD# 3140879) is an Investment Advisor Representative working at Edward Jones in Wilmington, OH and has over 4 years of experience in the finance industry.
Anne Hull (CRD# 5407265) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Wilmington, OH and has over 4 years of experience in the finance industry.
Hi, I’m Brian. I started Truly Prosper Financial Planning to help people retire with clarity and confidence. We provide flat fee retirement planning and investment management. We also provide one-time retirement plans for do-it-yourself (DIY) investors.
Before starting Truly Prosper, I worked for over ten years at a fee-only wealth management firm in Cincinnati, Ohio. I was able to gain valuable experience developing detailed retirement plans, tax projections, and social security strategies for high-net-worth clients. I enjoyed the work and appreciated my time there, but I felt called to create...
Alexis Abanto-Wolf (CRD# 6665238) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Morrow, OH and has over 6 years of experience in the finance industry.