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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Ohio involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Ohio?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Ohio to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Ohio financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Ohio

Shon Anderson

Anderson Financial Strategies

2500 Stratacache Tower

Dayton, OH 45423

937-610-9388

Adam Roslovic

Edelman Financial Engines, LLC

1 Easton Oval
Suite 340

Columbus, OH 43219

614-454-3393

Donald Felty, PhD

Donald Felty Llc

6989 Morris Road

Fairfield Township, OH 45011

513-284-1959

Doug Corp

Edelman Financial Engines, LLC

1449 Boardman-Canfield Rd Suite 170

Boardman, OH 44512

330-726-3100

James Elios

Elios Financial Group, Inc.

30700 Center Ridge Road

Westlake, OH 44145

440-617-9100

Karla Stanton CFP^®, AIF^®

Engler, Garrow & Roth, Ltd

1645 Indian Wood Circle
Ste.102

Maumee, OH 43537

419-794-0550

Doug Kinsey

Artifex Financial Group, LLC

2305 Far Hills Avenue

Dayton, OH 45419

885-752-6644

Chris Oberholzer

Infinity Wealth Counsel

433 West Loveland Avenue

Loveland, OH 45140

513-563-3500

Britton Riley

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

513-469-7500

Brian Mills

Mills Financial Planning,Inc.

545 Metro Place South
Suite 100

Dublin, OH 43017

614-504-0402

Brent Dickerson, MS CFP^® EA

Over Coffee Financial LLC

19300 Detroit Rd
Suite 204

Rocky River, OH 44116

440-721-8052

Kevin Kroskey, CFP^®, MBA

True Wealth Design, LLC

700 Ghent Road, Suite 100

Akron, OH 44333

330-777-0688

Maria Santiago

Edelman Financial Engines, LLC

Summit Woods I Building
100 East Business Way Suite 360

Cincinnati, OH 45241

513-334-2851

Matt Meister

Edelman Financial Engines, LLC

10100 Innovation Drive
Suite 160

Miamisburg, OH 45342

937-431-1925

Dave Wilder

Total Wealth Planning LLC.

4665 Cornell Rd
Suite 160

Cincinnati, OH 45241

513-984-6696

List of Additional Financial Advisors in Ohio*

* Additional advisor listing is provided in partnership with Yext

Timothy (Adam) Weber - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-835-6816

Elizabeth Dreyer - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4457

Alpha Financial Planning

6241 Riverside Drive

Dublin, OH 43017
614-384-0499

Boreman Norton Cook Wealth Partners

202 North Market Street

Wooster, OH 44691
330-263-7800

John Viers - Ameriprise Financial Services, LLC

255 Executive Dr

Marion, OH 43302
740-387-8402

Anthony Lapinto Jr - Ameriprise Financial Services, LLC

4481 Munson Rd NW
Ste 304

Canton, OH 44718
330-493-0063

Paul C Carbetta - Ameriprise Financial Services, LLC

90 Hidden Ravines Dr

Powell, OH 43065
614-396-3800

2020 Wealth Advisors

212 East Third Street
Suite 100

Cincinnati, OH 45202
740-217-4148

James Stefanoff - Ameriprise Financial Services, LLC

8801 N Main St
Ste 101

Dayton, OH 45415
937-240-0874

Christina Dawn Lutz - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4474

Bolt Financial Group

5701 N. High St.

Worthington, OH 43085
614-635-0102

American Portfolios

126 Northwood Dr

Dover, OH 44622
330-364-2605

Anderson Financial Strategies

2500 Kettering Tower

Dayton, OH 45423
937-610-9388

Allstate Personal Financial Representative: James Rightnowar

314 W Dussel Dr

Maumee, OH 43537
419-794-7766

Advanced Capital Advisory Group, LLC

8040 Hosbrook Road
Suite 300

Cincinnati, OH 45236
866-432-6229

Aptus Tax Advisory Group

639 Carle Avenue

Lewis Center, OH 43035
614-917-1040

The Bucci Group - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-4915

Gregg Becker - Ameriprise Financial Services, LLC

6060 Renaissance Pl
Ste H

Toledo, OH 43623
419-725-9211

Robert F Skrbis - Ameriprise Financial Services, LLC

22901 Millcreek Blvd
Ste 375

Cleveland, OH 44122
216-514-7100

Navigator Financial Group - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-292-1220

A Squared Financial LLC

2225 Sheringham Road

Columbus, OH 43220
614-310-0272

Green Dolgin Wealth Management - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5123

Chad A. Hartup, CFP, CRPC, CLU - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-3605

Ascension Wealth Management

11427 Reed Hartman Highway

Cincinnati, OH 45241
513-795-8070

Allstate Personal Financial Representative: Michael Tamarkin

950 Taylor Station Rd
Ste Q

Gahanna, OH 43230
614-783-3432

Bishop Financial Advisors

591 Boston Mills Road
Suite 500

Hudson, OH 44236
330-342-4080

Lifeguard Financial

7536 Mentor Ave

Mentor, OH 44060
440-942-1936

Nick Pietrocola - Ameriprise Financial Services, LLC

2035 Crocker Rd
Ste 201

Westlake, OH 44145
440-899-8600

Scott Turner - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3434

Abel Financial Strategies

3130 Winding Woods Drive

Powell, OH 43065
614-499-1201

American Portfolios of Canfield

43 North Broad Street

Canfield, OH 44406
330-702-1560

Walter Goggans - Ameriprise Financial Services, LLC

2 Summit Park Dr
Ste 240

Independence, OH 44131
216-283-5709

Sherri Bleichner - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
614-310-0507

Matt Wissman - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1780

Appalachian Capital Management Ltd.

51461 Jennifer Lane
Suite 215

Saint Clairsville, OH 43950
740-695-3434

Beverly Stiegele - Ameriprise Financial Services, LLC

27500 Detroit Rd
Ste 200

Westlake, OH 44145
440-527-0406

Thomas Gagnet - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5019

Scott Jones - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2414

Ask Rafi Retirement Lifestyle Solutions

4031 Colonel Glenn Highway
Suite 107

Beavercreek, OH 45431
937-427-4292

Riverwatch Wealth Management - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5870

The Western Reserve Group - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4802

Harvest Financial Advisors

8836 Cincinnati Dayton Rd

West Chester, OH 45069
513-779-3030

GFR & Associates - UBS Financial Services Inc.

43 Village Way
Suite 201

Hudson, OH 44236
330-655-7445

Benjamin O. Kirksey - UBS Financial Services Inc.

4774 Munson Street NW
Suite 202

Canton, OH 44718
330-498-4165

Van Winkle Wealth Management Group, LLC

263 Deo Dr

Newark, OH 43055
740-366-1110

Paul Drzewiecki - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4199

Wild Bill's Tobacco

1480 N Shoop Ave

Wauseon, OH 43567
419-337-1000

Ryan Romer-Jordan - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
614-621-2639

Metcalfe Wealth Management - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-910-1038

Touchstone Wealth Partners - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5515

The Slavik Shank Wealth Management Group - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2771

Gerald Walters - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-356-5230

Kurtz Bros. - Landscape Supply Center

1180 Miller Road
Suite 100

Avon, OH 44011
216-986-7000

Kurtz Bros. - Landscape Supply Center

32800 Lakeland Boulevard

Willowick, OH 44095
216-986-7000

Erin L. Stickel

1684 Woodlands Dr
Suite 100

Maumee, OH 43537
419-344-2716

Goosehead Insurance - Jeff Knight

1172 West Galbraith Rd
Suite 214

Cincinnati, OH 45231
513-906-5606

Fifth Third Insurance - Daniel Greene

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-0294

Fifth Third Insurance - Clif Kennedy

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-2052

Timothy Mackey - Ameriprise Financial Services, LLC

4605 E Galbraith Rd
Ste 190

Cincinnati, OH 45236
513-792-5425

Pure Barre

9037 Union Centre Blvd.

West Chester, OH 45069
513-204-9644

Thomas Thinnes - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4008

The Western Reserve Financial Group - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-292-1212

VILLA

10581 St Clair Ave
Building B, Suite #1

Cleveland, OH 44108
216-761-0059

Synergy Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1377

Fifth Third Mortgage - Dennis Hanisch

5001 Kingsley Drive

Cincinnati, OH 45227
866-499-4784

Edward Jones - Financial Advisor: Jeff Studniarz

5564 Wilson Mills Rd
Ste 103

Highland Heights, OH 44143
440-442-7010

Lumber Liquidators Flooring Co.

6025 Kruse Drive
Suite 141

Solon, OH 44139
440-769-0808

Stephen L Schippel Consulting, LLC

33850 Parkside Dr

Columbia Station, OH 44028
623-680-4578

Vance Bennett Financial Services

5650 Blazer Parkway
Suite 100

Dublin, OH 43017
740-973-3792

Larry Klotz

655 Beaver Creek Circle

Maumee, OH 43537
419-344-9934

Paul's Flowers

49 Public Square

Mount Vernon, OH 43050
740-397-7117

Edward Jones - Financial Advisor: Tyler E Schmidt

8390 E Kemper Rd
Suite C

Cincinnati, OH 45249
513-247-0487

Primrose School of Strongsville- Coming Soon!

18713 Pearl Road

Strongsville, OH 44136
440-253-9922

Sandusky, OH Branch Office - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5117

North Coast Wealth Management Group - UBS Financial Services Inc.

111 E. Shoreline Drive

Sandusky, OH 44870
419-609-2447

James Sampson - UBS Financial Services Inc.

111 East Shoreline Drive
Suite 3

Sandusky, OH 44870
419-357-1537

Miamisburg, OH Branch Office - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6586

Jay Sload - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-2844

Kenneth Goldhoff - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2433

The Legacy Group - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5253

Triad Group - UBS Financial Services Inc.

8044 Montgomery Road

Cincinnati, OH 45236
513-792-5272

Connor Harmer | Equitable Advisors

1001 Lakeside Ave. E.
Suite 1650

Cleveland, OH 44114
216-615-7483

Matthew Daugherty - Ameriprise Financial Services, LLC

1991 Crocker Rd
Ste 300

Westlake, OH 44145
440-871-6501

M Bud Matkovic Jr - Ameriprise Financial Services, LLC

1315 Corporate Dr
Ste A

Hudson, OH 44236
330-650-2550

Steven Rivard - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-247-1558

April Whitehead - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
937-291-4200

VILLA

1400 S Arlington St

Akron, OH 44306
330-785-9153

VILLA

527 E Manhattan Blvd
Suite 527

Toledo, OH 43608
419-726-2843

Andy Ogilvie - Ameriprise Financial Services, LLC

123 S Broad St
Ste 225

Lancaster, OH 43130
740-687-0973

Christopher A Wysong - Ameriprise Financial Services, LLC

60 Rhoads Center Dr
Ste C

Centerville, OH 45458
937-247-4565

Bogart, Timura, & Associates - Ameriprise Financial Services, LLC

2035 Crocker Rd
Ste 201

Westlake, OH 44145
216-464-3900

David H Bogart - Ameriprise Financial Services, LLC

2035 Crocker Rd
Ste 201

Westlake, OH 44145
440-899-8600

Karl Kessler - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
937-291-4200

Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2086

Fifth Third Private Bank - Ryan Hoskins

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-3966

Fifth Third Private Bank - Bradley Wilder

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-6595

Alan Weilacher - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-292-9081

Jack Dewitt - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4616

Charles Brennan - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-292-9047

Gerard Stadler - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-292-9065

DTLR

230 West Huron Rd
Space 7258

Cleveland, OH 44113
216-363-0459

VILLA

11431 Buckeye Rd
Suite 110

Cleveland, OH 44104
216-791-5547

VILLA

13464 Euclid Ave
Suite A

East Cleveland, OH 44112
216-268-5521

Individual Financial Services

3708 Columbus Ave
9

Sandusky, OH 44870
419-515-0862

Alexander D. Barclay - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3058

Kelly Pariso - Ameriprise Financial Services, LLC

972 E Turkeyfoot Lake Rd

Akron, OH 44312
330-595-4321

Eric Esposito - Ameriprise Financial Services, LLC

255 Executive Dr

Marion, OH 43302
740-387-8402

Steve Kopf - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-984-9700

Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4800

Doug Sutton - Ameriprise Financial Services, LLC

120 E Ervin Rd

Van Wert, OH 45891
419-238-1610

Connie Davis - Ameriprise Financial Services, LLC

1925 Newark Granville Rd

Granville, OH 43023
740-587-1592

Patty Quiñónez - Ameriprise Financial Services, LLC

4600 Rockside Rd
Ste 200

Independence, OH 44131
216-373-2700

Cheryl Amato Lidawer - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-514-1430

Ryan A. Mink - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7850

Bechtel Financial Services, Inc.

1745 Indian Wood Circle
Suite 265

Maumee, OH 43537
419-897-2400

Colleen Petras - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

Allstate Personal Financial Representative: Gregory Davis

4700 Wilmington Pike

Kettering, OH 45440
937-307-8938

Amy E Meredith-Green - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2224

Ken B Gautschi - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
330-286-4413

R David Riedy Jr - Ameriprise Financial Services, LLC

1338 E Perkins Ave
Ste 101

Sandusky, OH 44870
419-626-5509

Robert S Castellini - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8303

John Lumpkin Jr. - Morgan Stanley

4380 Buckeye Lane
Suite 200

Dayton, OH 45440
937-223-4086

The Plunkett Group - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2200

Raymond Braum - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-292-9078

Five Rivers Group - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7825

David Garber - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7810

The Assaley Feck Herold Group - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4172

Todd Washburn - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5260

Jon E. Lawrence - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-292-9068

Anthony Delis - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
330-491-4014

Morgan Stanley

4030 Smith Rd
Ste 200

Cincinnati, OH 45209
513-579-8300

William Laverty - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-892-6745

Andrew W Swallender - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5272

Barry Shelley - Ameriprise Financial Services, LLC

9100 Ctr Pointe Dr
Ste 180

West Chester, OH 45069
513-642-2503

The Stratton Kesselem Team - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-292-9053

Edward Nolette - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-6512

Brian Becker - Ameriprise Financial Services, LLC

6060 Renaissance Pl
Ste H

Toledo, OH 43623
419-725-9211

RHC Financial Systems

16404 Madison Ave

Lakewood, OH 44107
216-226-7200

Jin Jung - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5233

Thomas J. Sponseller, Jr. - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-835-6761

James Brandon Creech - Ameriprise Financial Services, LLC

6500 Centerville Business Pkwy

Dayton, OH 45459
937-610-5570

Joseph Majdalani - Morgan Stanley

6250 Levis Common Blvd, 2nd
Fl

Perrysburg, OH 43551
567-336-4308

Charles Romano III - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-229-4910

The Himich Group - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-5369

Keith Meyer - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7848

John G. Mayer - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-6500

Philip Volpe-Monrean, CIMA® - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
330-286-4421

Bob Kinsella - Morgan Stanley

4030 Smith Rd
Ste 200

Cincinnati, OH 45209
513-562-8349

Chrystal Swope - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
330-286-4366

Edward Jones - Financial Advisor: Ryan Wilson

1022 S Broadway

Geneva, OH 44041
440-361-4296

Karen F Levy - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8347

Steven Arengo, CFP, AIF - Interdependent Advisors

5450 Crestwood Drive

Mason, OH 45040
813-475-6171

Jeffrey Benner - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
330-493-0063

The Goens McCall Group - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7862

Fifth Third Private Bank - Matthew Griffin, CFP®

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-8676

Wild Bill's Tobacco

1420 Scott St.

Napoleon, OH 43545
567-264-4027

Wild Bill's Tobacco

820 N. Locust St.

Ottawa, OH 45875
419-523-3800

Kurtz Bros. - Landscape Supply Center

5915 Canal Road

Valley View, OH 44125
216-986-7000

Earth 'n Wood

2436 South Arlington Road

Akron, OH 44319
330-644-1900

AutoZone Auto Parts

4795 Milan Rd

Sandusky, OH 44870
567-998-7400

The Sophia Jose Group - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-4900

Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5200

Peter Risch - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2464

Romilly Taylor - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3014

Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-4900

Jeffrey R Barone - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
330-286-4401

Fifth Third Preferred - Matthew Ward

2455 Hilliard Rome Road

Hilliard, OH 43026
614-219-8871

Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-228-0600

Allred Harris Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5232

Fifth Third Insurance - Graham Vollmer

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-2865

Fifth Third Insurance - Michael McGraw

38 Fountain Square Plaza

Cincinnati, OH 45202
513-381-7881

Fifth Third Mortgage - Scot Pataky

309 North Leavitt Road

Amherst, OH 44001
440-506-0526

DTLR

21658A Libby Rd

Maple Heights, OH 44137
216-332-9518

VILLA

3580 Mayfield Rd

Cleveland, OH 44118
216-691-3832

PDS Planning

475 Metro Place S
Suite 460

Dublin, OH 43017
614-481-8449

Zickau & McCormick LLC

545 Metro Place S.
Suite 100

Dublin, OH 43017
614-734-8350

John Zuba - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5356

Fifth Third Mortgage - Benjamin Rawe

5001 Kingsley Drive

Cincinnati, OH 45227
513-358-4835

Betsy Gouvernayre - Ameriprise Financial Services, LLC

836 W South Boundary St
Ste 2B

Perrysburg, OH 43551
419-874-6923

Scott Masters - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-835-6815

Brian M Andzik - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7880

Financial Accounting Services, Inc

519 S Otterbein Ave
17

Westerville, OH 43081
614-890-2156

YogaSix

757 Alpha Drive

Highland Heights, OH 44143
888-964-2749

Mary Davenport-Yant - Ameriprise Financial Services, LLC

1234 Ridgewood Dr
Ste B

Bowling Green, OH 43402
419-354-6179

Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4600

David Sluss - Ameriprise Financial Services, LLC

5911 Renaissance Pl
Ste A

Toledo, OH 43623
419-724-3899

Guidelight Financial Group - Ameriprise Financial Services, LLC

3378 State Route 5 NE

Cortland, OH 44410
330-638-5525

Lynne Peters - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
330-497-5304

Jeffrey Kota - Ameriprise Financial Services, LLC

290 E Milltown Rd
Ste C

Wooster, OH 44691
330-263-1930

Alex Joseph - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-460-2680

Steven Scherer - Ameriprise Financial Services, LLC

8710 Cleveland Ave NW

North Canton, OH 44720
330-595-1700

John Berry - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-229-4911

Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3000

Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-835-6750

Medicare Planning of Dayton

7030 Poe Ave
bldg d

Dayton, OH 45414
937-504-9999

Retirement Blueprints, LLC

1612 N. 21st Street

Newark, OH 43055
740-366-3111

Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-6500

David Lowe - Ameriprise Financial Services, LLC

3015 Newmark Dr

Miamisburg, OH 45342
937-247-2376

Andrea Larason - Ameriprise Financial Services, LLC

8425 Pulsar Pl
Ste 420

Columbus, OH 43240
614-846-7193

John M. Schmidt - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-360-8610

Further Financial Group - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1752

Rick Moller - Ameriprise Financial Services, LLC

1925 Newark Granville Rd

Granville, OH 43023
740-587-1592

David Rider - Ameriprise Financial Services, LLC

3333 Niles Cortland Rd NE

Cortland, OH 44410
330-637-3556

Balaram Kaimal - Ameriprise Financial Services, LLC

2104 Front St
Ste C

Cuyahoga Falls, OH 44221
330-256-1375

Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
330-286-4391

Transcend Wealth, LLC

27600 Chagrin Blvd
445

Woodmere, OH 44122
216-236-1106

David M Valentine - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
330-497-5304

Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
614-798-3100

Denise Shafer - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
440-934-7100

Uhrig Financial

71 E 2nd

Chillicothe, OH 45601
740-773-3331

Forestview Financial Partners

1967 Forestview Lane

Delaware, OH 43015
614-954-1154

Allstate Personal Financial Representative: Jeff Ellis

2022 Locust St S

Canal Fulton, OH 44614
330-879-2200

Stephen C. Dawes, CPA/PFS

193 E Water St.

Chillicothe, OH 45601
740-702-0000

Benjamin F. Edwards & Co.

1 E Campus View Blvd
260

Columbus, OH 43235
614-825-9575

Fleming Watson Financial Advisors

512 Third St

Marietta, OH 45750
740-373-4877

Fifth Third Securities - Nicholas Elias

9990 Montgomery Road

Montgomery, OH 45242
513-699-9157

Carnegie Investment Counsel

30300 Chagrin Blvd.

Pepper Pike, OH 44124
800-321-2322

OakBridge Financial Partners, LLC

115 North Market St.

Waverly, OH 45690
740-947-8110

Eric Tolbert - Ameriprise Financial Services, LLC

1422 Euclid Ave

Cleveland, OH 44115
216-373-7526

Aria Financial Group - Ameriprise Financial Services, LLC

20033 Detroit Rd
Ste 202

Rocky River, OH 44116
440-799-8300

Kevin Gegorski - Ameriprise Financial Services, LLC

81 Mill St
Ste 100

Gahanna, OH 43230
614-269-0195

Kyle R Langerman - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-360-4937

Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-721-2000

Russell Fish - Ameriprise Financial Services, LLC

8425 Pulsar Pl
Ste 420

Columbus, OH 43240
614-846-7193

Fifth Third Securities - Jeremy Gates

5771 Wooster Pike

Fairfax, OH 45227
513-766-8601

Sanfillipo Financial

5600 Blazer Parkway
Suite 300

Dublin, OH 43017
614-358-3244

Embrescia Wealth Management Group

3750 Park East Drive #200a

Beachwood, OH 44122
440-505-5716

Financial Freedom, LLC

8044 Montgomery Road
Suite 700

Cincinnati, OH 45236
513-697-6400

Michael W Vary, Jr - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-4913

Tom Asimou - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
440-934-7100

Client Centric Financial Advisors

9961 Brewster Lane
Suite 200

Powell, OH 43065
614-869-3001

Cardwell Financial Group, LLC.

7956 Clyo Road
Suite A

Centerville, OH 45459
937-436-0000

Niehaus Financial Services, LLC

5600 Harrison Avenue

Cincinnati, OH 45248
513-471-9600

Ian Malhoit - Ameriprise Financial Services, LLC

5954 Renaissance Pl
Ste A

Toledo, OH 43623
419-725-9215

The Cameron Company, LLC

2216 Pemberton Dr

Toledo, OH 43606
419-467-7037

SS + D Financial, Inc.

1900 Kettering Tower

Dayton, OH 45423
937-220-4915

Michael Vulku - Ameriprise Financial Services, LLC

2035 Crocker Rd
Ste 201

Westlake, OH 44145
440-899-8600

Kennard Financial Services

5250 Transportation Boulevard
Suite 100

Garfield Heights, OH 44125
216-581-7400

Ken Boldt Financial Group, Inc.

2205 Greensburg Road

North Canton, OH 44720
330-896-9946

Gary M. Gilbert and Associates, LLC

1530 West River Rd
Ste 203

Elyria, OH 44035
440-324-3483

Integrity Financial

1931 Georgetown Rd.
Suite 210

Hudson, OH 44236
330-650-1115

Kohn Wealth Management Advisors, LLC

9078 Union Centre Blv
Suite 350

West Chester, OH 45069
513-563-3469

Strategic Wealth Managment

1230 Lexington Avenue
Suite 101

Mansfield, OH 44907
419-522-6636

Stevens Investment Group, Inc.

8194 Liberty Way

West Chester, OH 45069
513-755-7536

Wholehan & Associates

2720 Centennial Road

Toledo, OH 43617
419-473-2323

Callahan Financial

9428 Kenwood Road

Cincinnati, OH 45242
513-421-0800

Fifth Third Securities - Nicholas Razzoog

10105 Fremont Pike

Perrysburg, OH 43551
419-410-5906

Wilsons Leather

400 South Wilson Rd.
Spc. 1045

Sunbury, OH 43074
740-965-4054

Dougherty & Associates

8044 Montgomery Rd.
Suite 450

Cincinnati, OH 45236
513-745-7007

Jason M. Orsky Wealth Management

671 Columbia Road
Suite 1

Westlake, OH 44145
440-835-6550

Financial Freedom, LLC

70 Birch Alley
Suite 240

Beavercreek, OH 45440
937-458-3661

Fifth Third Private Bank - Joel Stone

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-5766

Marmion Wealth Management - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-442-6295

Teppe Financial Services

8354 Princeton Glendale Road
Suite 216

West Chester, OH 45069
513-874-8381

Fifth Third Private Bank - Andrew Hollenkamp

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-4275

Vago Financial

11351 Pearl Road
Suite 201

Strongsville, OH 44136
440-655-8344

Weiler Financial

195 East Broad Street

Pataskala, OH 43062
740-927-2435

Strategic Financial Solutions

20301 Blackfoot Ave

Euclid, OH 44117
216-481-1634

Peter J. Anderson, CFP, AIF

4555 Lake Forest Drive
Suite 230A

Cincinnati, OH 45242
513-693-4014

Eastwind Capital Wealth Management

921 Eastwind Drive
Suite 101

Westerville, OH 43081
614-888-2230

Professional Guidance Financial Services

103 South Main Street

Mount Vernon, OH 43050
740-504-2347

Michael Morger - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1766

Center for Wealth Management

4355 Ferguson Drive
Suite 200

Cincinnati, OH 45245
513-407-5430

Metzger Financial Services

1337 N. Cable Rd.

Lima, OH 45805
419-225-6067

Jane Lalli - Ameriprise Financial Services, LLC

8972 Darrow Rd
Ste A202-B

Twinsburg, OH 44087
330-486-0777

Carnegie Investment Counsel

2142 Alpine Pl.

Cincinnati, OH 45206
877-804-1905

Moyer Financial Services

521 South Main Street
Suite 200

Findlay, OH 45840
419-427-0097

Mentor Wealth Management Group

7322 Center Street

Mentor, OH 44060
440-205-5200

Praxis Capital and Investment Management

614-657-6060

DTLR Outlet

21658B Libby Rd

Maple Heights, OH 44137
216-587-5051

Kurtz Bros. - Landscape Supply Center

12701 Prospect Road

Strongsville, OH 44149
216-986-7050

Gary S Beckman - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2479

John Fahrmeier - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5869

James Bishop - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-229-4969

Staats Rizor Financial Group - UBS Financial Services Inc.

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7418

Christine M Kaminsky - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-4921

Voya Financial Advisors, Derek Stiles

10100 Innovation Drive
Suite 120

Miamisburg, OH 45342
937-353-5475

Allstate Personal Financial Representative: Thomas D Amico

1377 E Stroop Rd
Ste 312

Kettering, OH 45429
937-723-8772

Sarran Zaring Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5379

Allstate Personal Financial Representative: Joseph Doner

8561 S Mason Mntg Rd
Ste 27

Mason, OH 45040
513-336-6624

Shawna Farnol Bumpus - Morgan Stanley

6250 Levis Common Blvd, 2nd
Fl

Perrysburg, OH 43551
567-336-4310

Jason E Haines - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-7772

Jill Bracci - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7857

Robert Nowe - Ameriprise Financial Services, LLC

5860 Venture Dr
Ste B

Dublin, OH 43017
614-389-3400

Clifford Robson - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5817

Allstate Personal Financial Representative: James Halsey

119 N Main St

Union, OH 45322
937-832-3343

The ONE Columbus Group - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2489

Anna Vargo - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3070

Zachery Cove - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3001

Robert W Niehaus - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4163

Richard Pierce - Ameriprise Financial Services, LLC

445 Hutchinson Ave
Ste 500

Columbus, OH 43235
614-987-0087

Allstate Personal Financial Representative: Iris Kessler

26777 Lorain Rd
Ste 3

North Olmsted, OH 44070
440-716-8001

The Legend Group

36311 Detroit Road
#204

Avon, OH 44011
440-522-0048

Freeman Heyne Toma

10250 Alliance Road
Suite 125

Cincinnati, OH 45242
513-489-8588

Michael Alexander - Ameriprise Financial Services, LLC

90 Hidden Ravines Dr

Powell, OH 43065
614-396-3800

Summit Wealth Management Group - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5117

Cincinnati Wealth Management - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4155

Lighthouse Wealth Management Group - UBS Financial Services Inc.

4774 Munson Street NW
Suite 202

Canton, OH 44718
330-498-4161

Spearman Financial Services LLC

710 S Main St
B

Mount Vernon, OH 43050
740-397-0731

Michael H Cure - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5338

Paul R Hedges - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2467

Jeffrey McGlone - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2248

Allstate Personal Financial Representative: Christopher Adams

9000 Broad St SW

Pataskala, OH 43062
614-406-1912

Benjamin Borich - Morgan Stanley

545 Metro Pl South
#300

Dublin, OH 43017
614-798-3255

Mullenbrock & Associates - Ameriprise Financial Services, LLC

228 W Ash St

Piqua, OH 45356
937-773-8500

Jeffrey Pacetti - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5153

Timothy Van Simaeys - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1380

Kathy Willcox - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-229-4949

Keith Fledderjohann - Ameriprise Financial Services, LLC

201 W Spring St

St Marys, OH 45885
419-394-8171

Peter Laffoon - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8332

The NorthCoast Group - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-360-4900

Dean Schockling - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2476

Allstate Personal Financial Representative: Barry Morris

13399 Smith Rd

Middleburg Heights, OH 44130
440-526-4800

Keystone Financial Group

700 Taylor Rd
170

Gahanna, OH 43230
614-300-9501

The Naples Wealth Management Group - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4805

Charles Boulware - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4620

Thomas J Metcalfe, CFP - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-765-8365

Keith W Smith - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4811

Peirson Financial Services LLC

7450 Whispering Way

Cincinnati, OH 45241
513-202-6228

Warner Financial Group, LLC

255 Buckeye St

Dalton, OH 44618
330-466-4813

Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7800

Christian Riemenschneider - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-892-6731

The Heritage Group - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4612

Christopher D Gallaugher - Ameriprise Financial Services, LLC

400 W Wilson Bridge Rd
Ste 280

Worthington, OH 43085
614-848-3437

Brian Dannemiller - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7872

Sandstone Financial Group - Ameriprise Financial Services, LLC

8425 Pulsar Pl
Ste 420

Columbus, OH 43240
614-846-7193

Fifth Third Mortgage - John Moore

5001 Kingsley Drive

Cincinnati, OH 45227
513-358-3657

The Smith Group - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4800

The Legacy Midwest Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-562-8308

Capital Advisory Services, LLC

8240 Beckett Park Dr
B

West Chester, OH 45069
513-942-7000

Libertas Wealth Management Group, Inc.

5003 Horizons Dr
200

Columbus, OH 43220
614-543-1350

Haller Wealth Management Group

3769 Columbus Pike
130

Delaware, OH 43015
740-363-7557

Mitch Garner - Ameriprise Financial Services, LLC

15 Bishop Dr
Ste 101

Westerville, OH 43081
614-426-4496

VILLA

3265 W Market St
Space 656

Fairlawn, OH 44333
330-835-1438

Adam P. Atkinson - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8326

John Gillman - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5023

Michael O. Leamon - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-673-1072

Ulrich/Bryant/Humphrey Wealth Management - UBS Financial Services Inc.

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7482

Brad Vitucci - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8330

William J Allen - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8361

Diane Drissen-Shamrock - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
330-286-4392

Tj B. Johnson - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3145

Cleveland, OH Branch Office - UBS Financial Services Inc.

600 Superior Ave East
27th Floor

Cleveland, OH 44114
216-736-2888

Wealth Advocate Group

3750 Park East Drive
Suite 200

Beachwood, OH 44122
440-505-5578

The Archibald Financial Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1362

Robert Hill - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8394

Phillip A Schwegmann - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8337

Andrew Benson - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8319

Scott E Bouldin - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4458

The Fedor Carnes Group - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4460

Fifth Third Private Bank - Michael Jones

550 N Summit St

Toledo, OH 43604
419-259-0072

The Hale Group - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-292-1220

Milestone Wealth Advisors - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2123

Mel M. Rochowiak

5600 Blazer Parkway
Ste 300

Dublin, OH 43017
614-792-8085

Krenz Locala Ruby Wealth Management - UBS Financial Services Inc.

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7442

Upper Arlington, OH Branch Office - UBS Financial Services Inc.

5007 Horizons Drive
Suite 200

Columbus, OH 43220
614-442-6240

Brian J Golden - Ameriprise Financial Services, LLC

8425 Pulsar Pl
Ste 420

Columbus, OH 43240
614-846-7193

Harbor Light Wealth Advisors - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

Stroud Wealth Management

1186 E Home Rd

Springfield, OH 45503
937-342-0100

CORE Wealth Management Group - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4171

Allstate Personal Financial Representative: Gary Tentler

2022 Locust St S

Canal Fulton, OH 44614
330-854-2333

Allstate Personal Financial Representative: Brian Kennedy

16686 Hilltop Park Pl

Chagrin Falls, OH 44023
440-247-1777

DBR & Co

811 Madison Ave
Fl 7

Toledo, OH 43604
419-574-9399

Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
330-492-8285

Jason J. Hull, CFP, ChFC - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-442-6285

Jennifer Moenter - Ameriprise Financial Services, LLC

312 N Main St

Delphos, OH 45833
419-695-7010

Shaffer Capital

550 Polaris Parkway
Suite 130

Westerville, OH 43082
614-891-1200

Tim Dippold - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5355

Hageman Masters Group - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-835-6754

Rick Taylor - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2232

The McLaughlin Wealth Management Group - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4414

Pamela R Mason - Ameriprise Financial Services, LLC

6 Main St

Tiffin, OH 44883
567-220-4062

David Ditzel - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-247-1524

Allstate Personal Financial Representative: Todd Domsitz

119 N Main St

Union, OH 45322
937-836-3300

Allstate Personal Financial Representative: James McGlone

944 Galloway Rd

Galloway, OH 43119
614-851-0910

Kurtz Bros. - Landscape Supply Center

13532 Broadway Avenue

Garfield Heights, OH 44125
216-986-7000

Pizza Hut

7183 East Broad Street

Blacklick, OH 43004
614-328-0302

Douglas Sanker - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-356-8062

Monica Dwyer, CFP®, CDFA®

8836 Cincinnati Dayton Rd
A