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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

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Shon Anderson

Anderson Financial Strategies

2500 Stratacache Tower

Dayton, OH 45423

937-610-9388

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Adam Roslovic

Edelman Financial Engines, LLC

1 Easton Oval
Suite 340

Columbus, OH 43219

614-454-3393

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Jeffrey A. Bogart

Jeffrey A Bogart Investment Advisor DBA Sila Wealth Advisory

6690 Beta Dr #201

Mayfield Village, OH 44143

216-292-8700

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James Elios

Elios Financial Group, Inc.

30700 Center Ridge Road

Westlake, OH 44145

440-617-9100

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Karla Stanton

Engler, Garrow & Roth, Ltd

1645 Indian Wood Circle
Ste.102

Maumee, OH 43537

419-794-0550

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Doug Kinsey

Artifex Financial Group, LLC

2305 Far Hills Avenue

Dayton, OH 45419

885-752-6644

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Britton Riley

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

513-469-7500

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Brian Mills

Mills Financial Planning,Inc.

545 Metro Place South
Suite 100

Dublin, OH 43017

614-504-0402

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Kevin Kroskey

True Wealth Design, LLC

700 Ghent Road, Suite 100

Akron, OH 44333

330-777-0688

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Maria Santiago

Edelman Financial Engines, LLC

Summit Woods I Building
100 East Business Way Suite 360

Cincinnati, OH 45241

513-334-2851

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Matt Meister

Edelman Financial Engines, LLC

10100 Innovation Drive
Suite 160

Miamisburg, OH 45342

937-431-1925

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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

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Alpha Financial Planning

6241 Riverside Drive

Dublin, OH 43017
614-384-0499

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Sutton & Associates - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1771

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The McLaughlin Wealth Management Group - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4414

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Boreman Norton Cook Wealth Partners

202 North Market Street

Wooster, OH 44691
330-263-7800

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Anna Vargo - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3070

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2020 Wealth Advisors

212 East Third Street
Suite 100

Cincinnati, OH 45202
740-217-4148

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James Stefanoff - Ameriprise Financial Services, LLC

8801 N Main St
Ste 101

Dayton, OH 45415
937-240-0874

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Rinehart & Dayhoff - Ameriprise Financial Services, LLC

10050 Innovation Dr
Ste 310

Miamisburg, OH 45342
937-433-0233

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Bolt Financial Group

5701 N. High St.

Worthington, OH 43085
614-635-0102

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American Portfolios

126 Northwood Dr

Dover, OH 44622
330-364-2605

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Anderson Financial Strategies

2500 Kettering Tower

Dayton, OH 45423
937-610-9388

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Comprehensive Wealth Partners - Ameriprise Financial Services, LLC

90 Hidden Ravines Dr

Powell, OH 43065
614-396-3800

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Aria Financial Group - Ameriprise Financial Services, LLC

20033 Detroit Rd
Ste 202

Rocky River, OH 44116
440-799-8300

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Summit Wealth Consulting Group - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2149

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Be Well Health & Wealth Advisors

12955 Cleveland Avenue NW

Uniontown, OH 44685
330-699-2223

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

2035 Crocker Rd
Ste 201

Westlake, OH 44145
440-899-8600

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Zachary Stanley - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-736-2815

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Advanced Capital Advisory Group, LLC

8040 Hosbrook Road
Suite 300

Cincinnati, OH 45236
866-432-6229

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Harbor Light Wealth Advisors - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

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Aptus Tax Advisory Group

639 Carle Avenue

Lewis Center, OH 43035
614-917-1040

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Navigator Financial Group - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-292-1220

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A Squared Financial LLC

2225 Sheringham Road

Columbus, OH 43220
614-310-0272

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

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-3605

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Castle Group - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-910-1006

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Ascension Wealth Management

11427 Reed Hartman Highway

Cincinnati, OH 45241
513-795-8070

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Allstate Personal Financial Representative: Michael Tamarkin

950 Taylor Station Rd
Ste Q

Gahanna, OH 43230
614-783-3432

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Fifth Third Private Bank - Stephanie Jones

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-5765

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Bishop Financial Advisors

591 Boston Mills Road
Suite 500

Hudson, OH 44236
330-342-4080

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Lifeguard Financial

7536 Mentor Ave

Mentor, OH 44060
440-942-1936

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Abel Financial Strategies

3130 Winding Woods Drive

Powell, OH 43065
614-499-1201

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American Portfolios of Canfield

43 North Broad Street

Canfield, OH 44406
330-702-1560

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Walter Goggans - Ameriprise Financial Services, LLC

2 Summit Park Dr
Ste 240

Independence, OH 44131
216-283-5709

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Fifth Third Private Bank - Damon Muldoon

21 East State Street

Columbus, OH 43215
614-744-5422

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Jason Gilbert - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
614-621-2639

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Gary Hurst - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
937-291-4200

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Sherri Bleichner - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
614-310-0507

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Matt Wissman - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1780

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Landing Point Financial Group - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
440-934-7100

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Appalachian Capital Management Ltd.

51461 Jennifer Lane
Suite 215

Saint Clairsville, OH 43950
740-695-3434

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Beverly Stiegele - Ameriprise Financial Services, LLC

27500 Detroit Rd
Ste 200

Westlake, OH 44145
440-527-0406

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Thomas Gagnet - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5019

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Scott Jones - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2414

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Ask Rafi Retirement Lifestyle Solutions

4031 Colonel Glenn Highway
Suite 107

Beavercreek, OH 45431
937-427-4292

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Riverwatch Wealth Management - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5870

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Matthew Daugherty - Ameriprise Financial Services, LLC

1991 Crocker Rd
Ste 300

Westlake, OH 44145
440-871-6501

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Glen Cleary & Associates - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
330-497-5304

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GFR & Associates - UBS Financial Services Inc.

43 Village Way
Suite 201

Hudson, OH 44236
330-655-7445

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Benjamin O. Kirksey - UBS Financial Services Inc.

4774 Munson Street NW
Suite 202

Canton, OH 44718
330-498-4165

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Paul Drzewiecki - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4199

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Wild Bill's Tobacco

1480 N Shoop Ave

Wauseon, OH 43567
419-337-1000

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Ryan Romer-Jordan - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
614-621-2639

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Metcalfe Wealth Management - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-910-1038

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Touchstone Wealth Partners - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5515

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Gerald Walters - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-356-5230

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Kurtz Bros. - Landscape Supply Center

1180 Miller Road
Suite 100

Avon, OH 44011
216-986-7000

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Kurtz Bros. - Landscape Supply Center

32800 Lakeland Boulevard

Willowick, OH 44095
216-986-7000

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Erin L. Stickel

1684 Woodlands Dr
Suite 100

Maumee, OH 43537
419-344-2716

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Goosehead Insurance - Jeff Knight

1172 West Galbraith Rd
Suite 214

Cincinnati, OH 45231
513-906-5606

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Fifth Third Insurance - Daniel Greene

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-0294

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Deanna Marchionda

330-967-0456

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Fifth Third Insurance - Clif Kennedy

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-2052

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Zachary Lewis - Ameriprise Financial Services, LLC

1315 Corporate Dr
Ste A

Hudson, OH 44236
330-650-2550

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Hurst & Associates - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
937-291-4200

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Pure Barre

9037 Union Centre Blvd.

West Chester, OH 45069
513-204-9644

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Thomas Thinnes - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4008

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The Western Reserve Financial Group - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-292-1212

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VILLA

10581 St Clair Ave
Building B, Suite #1

Cleveland, OH 44108
216-761-0059

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Synergy Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1377

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Fifth Third Mortgage - Dennis Hanisch

5001 Kingsley Drive

Cincinnati, OH 45227
866-499-4784

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Edward Jones - Financial Advisor: Jeff Studniarz

5564 Wilson Mills Rd
Ste 103

Highland Heights, OH 44143
440-442-7010

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Lumber Liquidators Flooring Co.

6025 Kruse Drive
Suite 141

Solon, OH 44139
440-769-0808

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Stephen L Schippel Consulting, LLC

33850 Parkside Dr

Columbia Station, OH 44028
623-680-4578

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Vance Bennett Financial Services

5650 Blazer Parkway
Suite 100

Dublin, OH 43017
740-973-3792

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Larry Klotz

655 Beaver Creek Circle

Maumee, OH 43537
419-344-9934

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Paul's Flowers

49 Public Square

Mount Vernon, OH 43050
740-397-7117

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Edward Jones - Financial Advisor: Tyler E Schmidt

8390 E Kemper Rd
Suite C

Cincinnati, OH 45249
513-247-0487

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Primrose School of Strongsville- Coming Soon!

18713 Pearl Road

Strongsville, OH 44136
440-253-9922

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Swinehart & Associates Financial Planning And Investments

2499 W Main St

Troy, OH 45373
937-339-3285

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Sandusky, OH Branch Office - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5117

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James Sampson - UBS Financial Services Inc.

111 East Shoreline Drive
Suite 3

Sandusky, OH 44870
419-357-1537

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Miamisburg, OH Branch Office - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6586

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Jay Sload - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-2844

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Kenneth Goldhoff - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2433

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The Legacy Group - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5253

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Triad Group - UBS Financial Services Inc.

8044 Montgomery Road

Cincinnati, OH 45236
513-792-5272

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Connor Harmer | Equitable Advisors

1001 Lakeside Ave. E.
Suite 1650

Cleveland, OH 44114
216-615-7483

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Gary Paul - Ameriprise Financial Services, LLC

2250 Levis Commons Blvd

Perrysburg, OH 43551
419-354-1948

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Gregg Becker - Ameriprise Financial Services, LLC

6060 Renaissance Pl
Ste H

Toledo, OH 43623
419-725-9211

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M Bud Matkovic Jr - Ameriprise Financial Services, LLC

1315 Corporate Dr
Ste A

Hudson, OH 44236
330-650-2550

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Stephen Daley - Ameriprise Financial Services, LLC

250 W Old Wilson Bridge Rd
Ste 150

Worthington, OH 43085
614-396-4006

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VILLA

1400 S Arlington St

Akron, OH 44306
330-785-9153

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VILLA

527 E Manhattan Blvd
Suite 527

Toledo, OH 43608
419-726-2843

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Jason Clemens - Ameriprise Financial Services, LLC

4481 Munson Rd NW
Ste 304

Canton, OH 44718
330-493-0063

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The FLM Group - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-360-4974

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DTLR

230 West Huron Rd
Space 7258

Cleveland, OH 44113
216-363-0459

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VILLA

11431 Buckeye Rd
Suite 110

Cleveland, OH 44104
216-791-5547

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VILLA

13464 Euclid Ave
Suite A

East Cleveland, OH 44112
216-268-5521

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Individual Financial Services

3708 Columbus Ave
9

Sandusky, OH 44870
419-515-0862

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Nate Petersen - Ameriprise Financial Services, LLC

2035 Crocker Rd
Ste 201

Westlake, OH 44145
440-250-4120

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Jared Hoffman - Ameriprise Financial Services, LLC

100 W Old Wilson Bridge Rd
Ste 100

Worthington, OH 43085
614-396-4020

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Scott Turner - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3434

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Michael Broughton - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1781

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Nathan Bryan - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3437

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Nathan Daugherty - Ameriprise Financial Services, LLC

5860 Venture Dr
Ste B

Dublin, OH 43017
614-389-3400

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Balanced Wealth Group - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
330-497-5304

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Bechtel Financial Services, Inc.

1745 Indian Wood Circle
Suite 265

Maumee, OH 43537
419-897-2400

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Allstate Personal Financial Representative: Gregory Davis

4700 Wilmington Pike

Kettering, OH 45440
937-307-8938

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Chris Walker - Ameriprise Financial Services, LLC

2250 Levis Commons Blvd

Perrysburg, OH 43551
419-354-1948

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Michael Martens

6490 Centerville Business Pwky

Dayton, OH 45459
937-424-2203

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John M. Schmidt - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-360-8610

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Kevin Lehman - Ameriprise Financial Services, LLC

255 Executive Dr

Marion, OH 43302
740-387-8402

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Jin Jung - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5233

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Ryan A. Mink - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7850

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Robert S Castellini - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8303

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Morgan Stanley Financial Advisors

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4600

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Morgan Stanley

4030 Smith Rd
Ste 200

Cincinnati, OH 45209
513-579-8300

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Edward L. Apfel - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8318

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Gregory Averesch - Ameriprise Financial Services, LLC

147 N Main St
Ste A

Bluffton, OH 45817
419-358-9515

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Kay M Williamson - Ameriprise Financial Services, LLC

445 Hutchinson Ave
Ste 500

Columbus, OH 43235
614-987-0087

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Michael J Perez - Ameriprise Financial Services, LLC

445 Hutchinson Ave
Ste 200

Columbus, OH 43235
614-505-0865

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Brian Becker - Ameriprise Financial Services, LLC

6060 Renaissance Pl
Ste H

Toledo, OH 43623
419-725-9211

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RHC Financial Systems

16404 Madison Ave

Lakewood, OH 44107
216-226-7200

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Morgan Stanley Financial Advisors

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-721-2000

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Steve D Rand - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3451

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The Fedor Carnes Group - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4460

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James Brandon Creech - Ameriprise Financial Services, LLC

6500 Centerville Business Pkwy

Dayton, OH 45459
937-610-5570

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Thomas Holocher - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2135

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Bob Kinsella - Morgan Stanley

4030 Smith Rd
Ste 200

Cincinnati, OH 45209
513-562-8349

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Edward Jones - Financial Advisor: Ryan Wilson

1022 S Broadway

Geneva, OH 44041
440-361-4296

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Steven Arengo, CFP, AIF - Interdependent Advisors

5450 Crestwood Drive

Mason, OH 45040
813-475-6171

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Jeffrey Benner - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
330-493-0063

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Fifth Third Private Bank - Matthew Griffin, CFP®

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-8676

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Joel D Matthews Sr - Ameriprise Financial Services, LLC

4137 Boardman Canfield Rd
Ste 109

Canfield, OH 44406
330-286-0455

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Wild Bill's Tobacco

1420 Scott St.

Napoleon, OH 43545
567-264-4027

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Wild Bill's Tobacco

820 N. Locust St.

Ottawa, OH 45875
419-523-3800

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Kurtz Bros. - Landscape Supply Center

5915 Canal Road

Valley View, OH 44125
216-986-7000

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Earth 'n Wood

2436 South Arlington Road

Akron, OH 44319
330-644-1900

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AutoZone Auto Parts

4795 Milan Rd

Sandusky, OH 44870
567-998-7400

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Mark Cooperrider - Ameriprise Financial Services, LLC

30100 Chagrin Blvd
Ste 180

Pepper Pike, OH 44124
216-464-5866

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Jennifer Lucus - Ameriprise Financial Services, LLC

121 Outerbelt St

Columbus, OH 43213
614-575-6510

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The Noble Group - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-5343

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Peter Laffoon - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8332

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Eric Koller - Ameriprise Financial Services, LLC

100 W Old Wilson Bridge Rd
Ste 100

Worthington, OH 43085
614-396-4020

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Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-4900

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Fifth Third Preferred - Matthew Ward

2455 Hilliard Rome Road

Hilliard, OH 43026
614-219-8871

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Eric Tolbert - Ameriprise Financial Services, LLC

1422 Euclid Ave

Cleveland, OH 44115
216-373-7526

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Robert Kish

955 Boardman-Poland Rd

Boardman, OH 44512
330-319-2323

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Nathan Roman - Ameriprise Financial Services, LLC

4137 Boardman Canfield Rd
Ste 109

Canfield, OH 44406
330-286-0455

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John Gross

248 Howe Ave

Cuyahoga Falls, OH 44221
330-835-2861

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Edward Pero

1065 North Court St
Suite C

Medina, OH 44256
216-382-5320

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Max Van Benschoten - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5375

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Austin Holbrook

1000 N Main St

North Canton, OH 44720
330-545-2854

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Fifth Third Insurance - Graham Vollmer

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-2865

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Fifth Third Insurance - Michael McGraw

38 Fountain Square Plaza

Cincinnati, OH 45202
513-381-7881

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Fifth Third Mortgage - Scot Pataky

309 North Leavitt Road

Amherst, OH 44001
440-506-0526

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Susan Vasu - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
440-934-7100

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DTLR

21658A Libby Rd

Maple Heights, OH 44137
216-332-9518

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VILLA

3580 Mayfield Rd

Cleveland, OH 44118
216-691-3832

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PDS Planning

475 Metro Place S
Suite 460

Dublin, OH 43017
614-481-8449

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Zickau & McCormick LLC

545 Metro Place S.
Suite 100

Dublin, OH 43017
614-734-8350

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Fifth Third Mortgage - Benjamin Rawe

5001 Kingsley Drive

Cincinnati, OH 45227
513-358-4835

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Betsy Gouvernayre - Ameriprise Financial Services, LLC

836 W South Boundary St
Ste 2B

Perrysburg, OH 43551
419-874-6923

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John G. Mayer - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-6500

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Kevin Bush - Ameriprise Financial Services, LLC

2244 Centennial Rd

Toledo, OH 43617
419-843-3840

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Donald H Westermeyer - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-671-4636

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Nicholas Brosky - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-229-4905

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Joshua Nalli - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3404

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Financial Accounting Services, Inc

519 S Otterbein Ave
17

Westerville, OH 43081
614-890-2156

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Dennis Oltorik - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-247-1575

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YogaSix

757 Alpha Drive

Highland Heights, OH 44143
888-964-2749

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David Sluss - Ameriprise Financial Services, LLC

5911 Renaissance Pl
Ste A

Toledo, OH 43623
419-724-3899

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Andrew Benson - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8319

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Thomas Shortreed - Ameriprise Financial Services, LLC

3378 State Route 5 NE

Cortland, OH 44410
330-638-5525

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The Land Financial Group - Ameriprise Financial Services, LLC

30100 Chagrin Blvd
Ste 180

Pepper Pike, OH 44124
216-464-3900

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Nalli, Berardi & Associates - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3400

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Alex Joseph - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-460-2680

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Steven Scherer - Ameriprise Financial Services, LLC

8710 Cleveland Ave NW

North Canton, OH 44720
330-595-1700

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Medicare Planning of Dayton

7030 Poe Ave
bldg d

Dayton, OH 45414
937-504-9999

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Gary S Beckman - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2479

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Retirement Blueprints, LLC

1612 N. 21st Street

Newark, OH 43055
740-366-3111

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Michelle Hansen

780 W State St

Alliance, OH 44601
330-823-7495

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David Lowe - Ameriprise Financial Services, LLC

3015 Newmark Dr

Miamisburg, OH 45342
937-247-2376

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DBR & Co

811 Madison Ave
Fl 7

Toledo, OH 43604
419-574-9399

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Malhoit & Associates - Ameriprise Financial Services, LLC

5954 Renaissance Pl
Ste A

Toledo, OH 43623
419-725-9213

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Ned Altic - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7847

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Joe Flinner - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
440-934-7100

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David Rider - Ameriprise Financial Services, LLC

3333 Niles Cortland Rd NE

Cortland, OH 44410
330-637-3556

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Tom Young - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6568

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Balaram Kaimal - Ameriprise Financial Services, LLC

2104 Front St
Ste C

Cuyahoga Falls, OH 44221
330-256-1375

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David M Valentine - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
330-497-5304

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Syntax Financial Group

100 E Campus View Blvd Suite 250

Columbus, OH 43235
614-438-7558

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Joshua Harrell - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

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Forestview Financial Partners

1967 Forestview Lane

Delaware, OH 43015
614-954-1154

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Allstate Personal Financial Representative: Jeff Ellis

2022 Locust St S

Canal Fulton, OH 44614
330-879-2200

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Luke Jones - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-984-9700

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Stephen C. Dawes, CPA/PFS

193 E Water St.

Chillicothe, OH 45601
740-702-0000

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Benjamin F. Edwards & Co.

1 E Campus View Blvd
260

Columbus, OH 43235
614-825-9575

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Fleming Watson Financial Advisors

512 Third St

Marietta, OH 45750
740-373-4877

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Fifth Third Securities - Nicholas Elias

9990 Montgomery Road

Montgomery, OH 45242
513-699-9157

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Carnegie Investment Counsel

30300 Chagrin Blvd.

Pepper Pike, OH 44124
800-321-2322

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OakBridge Financial Partners, LLC

115 North Market St.

Waverly, OH 45690
740-947-8110

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Christopher D Gallaugher - Ameriprise Financial Services, LLC

400 W Wilson Bridge Rd
Ste 280

Worthington, OH 43085
614-848-3437

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Angela Monateri - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

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Nicole M Glowka - Ameriprise Financial Services, LLC

9100 Ctr Pointe Dr
Ste 180

West Chester, OH 45069
513-642-2508

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Fifth Third Securities - Jeremy Gates

5771 Wooster Pike

Fairfax, OH 45227
513-766-8601

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Sanfillipo Financial

5600 Blazer Parkway
Suite 300

Dublin, OH 43017
614-358-3244

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Embrescia Wealth Management Group

3750 Park East Drive #200a

Beachwood, OH 44122
440-505-5716

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Client Centric Financial Advisors

9961 Brewster Lane
Suite 200

Powell, OH 43065
614-869-3001

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Cardwell Financial Group, LLC.

7956 Clyo Road
Suite A

Centerville, OH 45459
937-436-0000

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Niehaus Financial Services, LLC

5600 Harrison Avenue

Cincinnati, OH 45248
513-471-9600

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The Cameron Company, LLC

2216 Pemberton Dr

Toledo, OH 43606
419-467-7037

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SS + D Financial, Inc.

1900 Kettering Tower

Dayton, OH 45423
937-220-4915

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Jason Gedert - Ameriprise Financial Services, LLC

99 Ashwood Dr
Ste A

Tiffin, OH 44883
419-448-8215

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Kennard Financial Services

5250 Transportation Boulevard
Suite 100

Garfield Heights, OH 44125
216-581-7400

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Ken Boldt Financial Group, Inc.

2205 Greensburg Road

North Canton, OH 44720
330-896-9946

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Gary M. Gilbert and Associates, LLC

1530 West River Rd
Ste 203

Elyria, OH 44035
440-324-3483

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Integrity Financial

1931 Georgetown Rd.
Suite 210

Hudson, OH 44236
330-650-1115

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Kohn Wealth Management Advisors, LLC

9078 Union Centre Blv
Suite 350

West Chester, OH 45069
513-563-3469

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Strategic Wealth Managment

1230 Lexington Avenue
Suite 101

Mansfield, OH 44907
419-522-6636

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Stevens Investment Group, Inc.

8194 Liberty Way

West Chester, OH 45069
513-755-7536

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Wholehan & Associates

2720 Centennial Road

Toledo, OH 43617
419-473-2323

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Callahan Financial

9428 Kenwood Road

Cincinnati, OH 45242
513-421-0800

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Fifth Third Securities - Nicholas Razzoog

10105 Fremont Pike

Perrysburg, OH 43551
419-410-5906

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Wilsons Leather

400 South Wilson Rd.
Spc. 1045

Sunbury, OH 43074
740-965-4054

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Dougherty & Associates

8044 Montgomery Rd.
Suite 450

Cincinnati, OH 45236
513-745-7007

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Jason M. Orsky Wealth Management

671 Columbia Road
Suite 1

Westlake, OH 44145
440-835-6550

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Fifth Third Private Bank - Joel Stone

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-5766

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Marmion Wealth Management - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-442-6295

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Teppe Financial Services

8354 Princeton Glendale Road
Suite 216

West Chester, OH 45069
513-874-8381

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Fifth Third Private Bank - Andrew Hollenkamp

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-4275

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Vago Financial

11351 Pearl Road
Suite 201

Strongsville, OH 44136
440-655-8344

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Weiler Financial

195 East Broad Street

Pataskala, OH 43062
740-927-2435

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Strategic Financial Solutions

20301 Blackfoot Ave

Euclid, OH 44117
216-481-1634

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Peter J. Anderson, CFP, AIF

4555 Lake Forest Drive
Suite 230A

Cincinnati, OH 45242
513-693-4014

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Eastwind Capital Wealth Management

921 Eastwind Drive
Suite 101

Westerville, OH 43081
614-888-2230

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Professional Guidance Financial Services

103 South Main Street

Mount Vernon, OH 43050
740-504-2347

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Center for Wealth Management

4355 Ferguson Drive
Suite 200

Cincinnati, OH 45245
513-407-5430

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Metzger Financial Services

1337 N. Cable Rd.

Lima, OH 45805
419-225-6067

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Cathleen White - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
937-291-4200

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Carnegie Investment Counsel

2142 Alpine Pl.

Cincinnati, OH 45206
877-804-1905

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Moyer Financial Services

521 South Main Street
Suite 200

Findlay, OH 45840
419-427-0097

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Steven Frederick - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

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Mentor Wealth Management Group

7322 Center Street

Mentor, OH 44060
440-205-5200

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DTLR Outlet

21658B Libby Rd

Maple Heights, OH 44137
216-587-5051

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Kurtz Bros. - Landscape Supply Center

12701 Prospect Road

Strongsville, OH 44149
216-986-7050

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Jack Dewitt - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4616

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John Fahrmeier - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5869

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Staats Rizor Financial Group - UBS Financial Services Inc.

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7418

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Voya Financial Advisors, Derek Stiles

10100 Innovation Drive
Suite 120

Miamisburg, OH 45342
937-353-5475

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Javier Piquero - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
614-310-0501

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Bryan Grisak - Ameriprise Financial Services, LLC

4901 Hunt Rd
Ste 201

Blue Ash, OH 45242
513-336-8580

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Allstate Personal Financial Representative: Eric Lowman

4166 Dayton Xenia Rd

Beavercreek, OH 45432
937-424-5438

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Elizabeth Dreyer - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4457

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Ian Malhoit - Ameriprise Financial Services, LLC

5954 Renaissance Pl
Ste A

Toledo, OH 43623
419-725-9215

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Pendragon Financial Management - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-984-9700

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Clifford Robson - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5817

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Vivian Caroline Cosio | New York Life

11855 Tennyson Dr

Cincinnati, OH 45241
513-469-1952

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Andrew Brate - Ameriprise Financial Services, LLC

81 Mill St
Ste 100

Gahanna, OH 43230
614-269-0195

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Shawn Patrick

513-326-7000

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Allred Harris Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5232

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John R Cook - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
614-798-3201

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Adam Pfaff - Ameriprise Financial Services, LLC

3045 Newmark Dr

Miamisburg, OH 45342
937-247-2377

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Allstate Personal Financial Representative: Iris Kessler

26777 Lorain Rd
Ste 3

North Olmsted, OH 44070
440-716-8001

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Christina Dawn Lutz - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4474

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The Legend Group

36311 Detroit Road
#204

Avon, OH 44011
440-522-0048

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Freeman Heyne Toma

10250 Alliance Road
Suite 125

Cincinnati, OH 45242
513-489-8588

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Doug Sutton - Ameriprise Financial Services, LLC

120 E Ervin Rd

Van Wert, OH 45891
419-238-1610

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Ziegler and Associates - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

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Stephen M. Ashworth - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8339

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Cincinnati Wealth Management - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4155

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Lighthouse Wealth Management Group - UBS Financial Services Inc.

4774 Munson Street NW
Suite 202

Canton, OH 44718
330-498-4161

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Jason Wolfe - Ameriprise Financial Services, LLC

400 W Wilson Bridge Rd
Ste 280

Worthington, OH 43085
614-848-3437

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David Criss

5775 Chevrolet Blvd

Parma, OH 44130
440-845-7697

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Daniel Herzig

3410 Secor Rd, Suite 510

Toledo, OH 43606
419-534-3577

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The Heritage Group - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4612

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Robert Hill - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8394

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Sheryl Hill - Ameriprise Financial Services, LLC

92 N Court St

Athens, OH 45701
740-594-0300

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David Ditzel - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-247-1524

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Andy Ogilvie - Ameriprise Financial Services, LLC

123 S Broad St
Ste 225

Lancaster, OH 43130
740-687-0973

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Cheryl Sternasty - Ameriprise Financial Services, LLC

3333 Massillon Rd
Ste 110

Akron, OH 44312
330-628-8045

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Jeffrey Pacetti - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5153

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Michael Morger - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1766

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Timothy Van Simaeys - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1380

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Timothy (Adam) Weber - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-835-6816

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The Weilacher Group - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-292-9081

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Patty Quiñónez - Ameriprise Financial Services, LLC

4600 Rockside Rd
Ste 200

Independence, OH 44131
216-373-2700

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Will Sumser - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4826

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Thomas J Metcalfe, CFP - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-765-8365

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Keith W Smith - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4811

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Peirson Financial Services LLC

7450 Whispering Way

Cincinnati, OH 45241
513-202-6228

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Warner Financial Group, LLC

255 Buckeye St

Dalton, OH 44618
330-466-4813

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Connie Davis - Ameriprise Financial Services, LLC

1925 Newark Granville Rd

Granville, OH 43023
740-587-1592

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Legend Group Ohio

2 Summit Park Drive
Suite 210

Independence, OH 44131
216-741-3113

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The Cincinnati Cornerstone Group - Morgan Stanley

221 East 4th St Atrium Two
Suite 2200

Cincinnati, OH 45202
513-852-4467

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John Collier - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

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Peter Risch - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2464

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Sandstone Financial Group - Ameriprise Financial Services, LLC

8425 Pulsar Pl
Ste 420

Columbus, OH 43240
614-846-7193

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Fifth Third Mortgage - John Moore

5001 Kingsley Drive

Cincinnati, OH 45227
513-358-3657

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Russell Fish - Ameriprise Financial Services, LLC

8425 Pulsar Pl
Ste 420

Columbus, OH 43240
614-846-7193

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Libertas Wealth Management Group, Inc.

5003 Horizons Dr
200

Columbus, OH 43220
614-543-1350

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Haller Wealth Management Group

3769 Columbus Pike
130

Delaware, OH 43015
740-363-7557

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Mitch Garner - Ameriprise Financial Services, LLC

15 Bishop Dr
Ste 101

Westerville, OH 43081
614-426-4496

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VILLA

3265 W Market St
Space 656

Fairlawn, OH 44333
330-835-1438

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Dave Williams - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3400

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Douglas Pyle - Ameriprise Financial Services, LLC

2244 Centennial Rd

Toledo, OH 43617
419-843-3840

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Michael Price - Ameriprise Financial Services, LLC

2727 N Holland Sylvania Rd
Ste K

Toledo, OH 43615
419-842-8428

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Jeff Mumper - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-792-8025

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John Gillman - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5023

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Michael O. Leamon - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-673-1072

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

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7482

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Michael H Cure - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5338

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Bart Metzler - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1738

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Tim McGarvey - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3400

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Thomas E Kahle - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2427

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Jennifer Moenter - Ameriprise Financial Services, LLC

312 N Main St

Delphos, OH 45833
419-695-7010

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Cleveland, OH Branch Office - UBS Financial Services Inc.

600 Superior Ave East
27th Floor

Cleveland, OH 44114
216-736-2888

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Wealth Advocate Group

3750 Park East Drive
Suite 200

Beachwood, OH 44122
440-505-5578

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Mike Roderick - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3400

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Fifth Third Private Bank - Michael Jones

550 N Summit St

Toledo, OH 43604
419-259-0072

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The Hale Group - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-292-1220

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