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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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James Elios

Elios Financial Group, Inc.

30700 Center Ridge Road

Westlake, OH 44145

440-617-9100

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Johnathan W. Roberts

Auxin Group

2923 Smith Rd, Suite 202

Akron, OH 44333

330-237-4065

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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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Shon Anderson

Anderson Financial Strategies

2500 Stratacache Tower

Dayton, OH 45423

937-610-9388

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Dave Wilder

Total Wealth Planning LLC.

4665 Cornell Rd
Suite 160

Cincinnati, OH 45241

513-984-6696

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Tim Hamilton

FinancialFamilies

2828 Carroll-Southern Road NW

Carroll, OH 43112

614-406-7141

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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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Brian James

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

888-242-6766

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Brian Mills

Mills Financial Planning,Inc.

5910 Wilcox Place
Suite F

Dublin, OH 43016

614-504-0402

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Britton Riley

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

888-242-6766

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Dan Brown

National Wealth Management Group / LPL Financial

11260 Chester Rd Suite 250

Cincinnati, OH 45246

513-252-6140

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Doug Kinsey

Artifex Financial Group, LLC

2305 Far Hills Avenue

Dayton, OH 45419

855-752-6644

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Justin Kattau

Edelman Financial Engines, LLC

10100 Innovation Drive
Suite 160

Miamisburg, OH 45342

937-490-4548

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Kevin Kroskey

True Wealth Design, LLC

700 Ghent Road, Suite 100

Akron, OH 44333

330-777-0688

List of Additional Financial Advisors in Ohio*

* Additional advisor listing is provided in partnership with Yext

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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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American Portfolios

126 Northwood Dr

Dover, OH 44622
330-364-2605

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Advanced Capital Advisory Group, LLC

8040 Hosbrook Road
Suite 300

Cincinnati, OH 45236
866-432-6229

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Lifeguard Financial

7536 Mentor Ave

Mentor, OH 44060
440-942-1936

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Fifth Third Private Bank - Damon Muldoon

21 East State Street

Columbus, OH 43215
614-744-5422

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Todd Washburn - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5260

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Daniel Herzig

3410 Secor Rd, Suite 510
Suite 510

Toledo, OH 43606
419-380-3920

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Appalachian Capital Management Ltd.

51461 Jennifer Lane
Suite 215

Saint Clairsville, OH 43950
740-695-3434

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The NorthCoast Group - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-360-4900

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Allstate Personal Financial Representative: Terry Toth

3501 Lesh St NE

Canton, OH 44705
216-780-4114

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Mark Duricky - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-8631

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Wild Bill's Tobacco

1480 N Shoop Ave

Wauseon, OH 43567
419-337-1000

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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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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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Fifth Third Insurance - Clif Kennedy

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-2052

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Pure Barre

9037 Union Centre Blvd.

West Chester, OH 45069
513-204-9644

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VILLA

10581 St Clair Ave
Building B, Suite #1

Cleveland, OH 44108
216-761-0059

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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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Primrose School of Strongsville- Coming Soon!

18713 Pearl Road

Strongsville, OH 44136
440-253-9922

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New Albany, OH Branch Office - UBS Financial Services Inc.

180 Market Street
Suite 200

New Albany, OH 43054
614-442-6258

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Connor Harmer | Equitable Advisors

1001 Lakeside Ave. E.
Suite 1650

Cleveland, OH 44114
216-615-7483

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Keystone Financial Group

700 Taylor Rd
170

Gahanna, OH 43230
614-300-9501

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The Kern Team - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6546

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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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Bechtel Financial Services, Inc.

1745 Indian Wood Circle
Suite 265

Maumee, OH 43537
419-897-2400

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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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Rocky River, OH Branch Office - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-356-5237

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Allstate Personal Financial Representative: Joseph Doner

8561 S Mason Mntg Rd
Ste 27

Mason, OH 45040
513-336-6624

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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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Staats Rizor Financial Group - UBS Financial Services Inc.

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7418

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The Horton Neville Shick Wealth Management Group - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5256

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Keith Meyer - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-431-7848

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Landmark Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road

Cincinnati, OH 45236
513-792-5245

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BCS Wealth Partners - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2766

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Morgan Stanley Financial Advisors

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4600

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Brian Dannemiller - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7872

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The Rupp Williams Nolette Group - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-6509

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Charles Romano III - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-229-4910

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The Himich Group - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-5369

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Jason E Haines - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-7772

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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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Fifth Third Securities - Jacob Kucia

28300 Chagrin Boulevard

Woodmere, OH 44122
440-384-2165

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Steven M. Licciardi - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3010

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Fifth Third Securities - Samuel ODonnell

4812 Vine Street

Cincinnati, OH 45217
513-698-8760

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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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Charles Brennan - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-292-9047

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Edward Jones - Financial Advisor: Ryan Wilson

1022 S Broadway

Geneva, OH 44041
440-361-4296

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Tj B. Johnson - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3145

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The Eyerman Group - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-673-1062

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The Heritage Group - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4612

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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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James Hider - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5876

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Fifth Third Preferred - Chris Poppa

915 Elliott Drive

Middletown, OH 45044
513-988-5766

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Metzger Financial Services

1337 N. Cable Rd.

Lima, OH 45805
419-225-6067

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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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Jon Peavy - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-8609

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Staich Financial LLC

1 Marion Avenue
Suite 301

Mansfield, OH 44903
419-564-3001

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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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The Radius Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6575

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Robert Kish

955 Boardman-Poland Rd

Boardman, OH 44512
330-319-2323

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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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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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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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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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Financial Accounting Services, Inc

519 S Otterbein Ave
17

Westerville, OH 43081
614-890-2156

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Swinehart & Associates Financial Planning And Investments

2499 W Main St

Troy, OH 45373
937-339-3285

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Capital Advisory Services, LLC

211 S Walnut St

Van Wert, OH 45891
419-238-4466

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Max Van Benschoten - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5375

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Retirement Blueprints, LLC

1612 N. 21st Street

Newark, OH 43055
740-366-3111

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Charles Boulware - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4620

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Daniel McKenna - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-3603

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Michelle Hansen

780 W State St

Alliance, OH 44601
330-823-7495

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The Aurora Group - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-5315

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Ryan S. Krift - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4452

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Daniel Miller

419-482-5590

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Peony Lo

614-848-7898

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Lifetime Wealth Partners | Ohio & Indiana

7956 Clyo Road
Suite A

Centerville, OH 45459
937-436-0000

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Stephen C. Dawes, CPA/PFS

193 E Water St.

Chillicothe, OH 45601
740-702-0000

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Fifth Third Securities - Nicholas Elias

9990 Montgomery Road

Montgomery, OH 45242
513-699-9157

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OakBridge Financial Partners, LLC

115 North Market St.

Waverly, OH 45690
740-947-8110

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Michael W McNary - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
614-798-3262

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Fifth Third Preferred - Benjamin Jackson

10105 Fremont Pike

Perrysburg, OH 43551
419-873-2868

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Fifth Third Securities - Jeremy Gates

5771 Wooster Pike

Fairfax, OH 45227
513-766-8601

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Hageman Masters Group - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-835-6754

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Anthony L. Venetta - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-793-3199

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The Cameron Company, LLC

2216 Pemberton Dr

Toledo, OH 43606
419-467-7037

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Kennard Financial Services

5250 Transportation Boulevard
Suite 100

Garfield Heights, OH 44125
216-581-7400

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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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Kohn Wealth Management Advisors, LLC

9078 Union Centre Blv
Suite 350

West Chester, OH 45069
513-563-3469

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Fifth Third Securities - Nicholas Razzoog

10105 Fremont Pike

Perrysburg, OH 43551
419-410-5906

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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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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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FTB Financial Services - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-794-5400

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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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The Assaley Feck Herold Group - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4172

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Shore West Financial Group - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2781

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Voya Financial Advisors, Derek Stiles

10100 Innovation Drive
Suite 120

Miamisburg, OH 45342
937-353-5475

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Peter Carfagna - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-360-8604

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Vivian Caroline Cosio | New York Life

11855 Tennyson Dr

Cincinnati, OH 45241
513-469-1952

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Pamela Miller - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-6515

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Thomas Breitenstein - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4163

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Cox/Murman Wealth Management Group - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-673-1061

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Karen F Levy - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8347

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The Legend Group

36311 Detroit Road
#204

Avon, OH 44011
440-522-0048

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Fifth Third Private Bank - Ty Seidl

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-3968

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Richard Visintine, CFP, ChFC - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-442-6246

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Cynthia Bassett - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-621-1191

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Thomas Massey - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-2855

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Douglas Esenwine

2770 W. Market Street

Fairlawn, OH 44333
216-825-6047

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David Criss

5775 Chevrolet Blvd

Parma, OH 44130
440-845-7697

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Thomas Austin

8715 Mentor Avenue

Mentor, OH 44060
440-257-7629

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Nicholas Brosky - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-229-4905

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Andrew W Swallender - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5272

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Jill Bracci - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7857

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Alexander D. Barclay - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3058

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Leugers Harden Wealth Management - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4108

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Foster/Kavanaugh Wealth Management Group - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-786-7951

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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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Touchstone Wealth Partners - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5500

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Allstate Personal Financial Representative: Douglas Bodkin

2000 Bethel Rd
Ste B

Columbus, OH 43220
614-442-7733

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Robert W Niehaus - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4163

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Keith W Smith - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4811

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Warner Financial Group, LLC

255 Buckeye St

Dalton, OH 44618
330-466-4813

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Legend Group Ohio

2 Summit Park Drive
Suite 210

Independence, OH 44131
216-741-3113

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Mose Richardson Jr. - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-3771

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Fifth Third Private Bank - Patricia Higgins

337 South Main Street

Findlay, OH 45840
419-424-8464

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VILLA

3265 W Market St
Space 656

Fairlawn, OH 44333
330-835-1438

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David Garber - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7810

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Monica Dwyer, CFP®, CDFA®

8840 Cincinnati Dayton Rd
A

West Chester, OH 45069
513-779-3030

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Fifth Third Private Bank - Michael Jones

550 N Summit St

Toledo, OH 43604
419-259-0072

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Mel M. Rochowiak

5600 Blazer Parkway
Ste 300

Dublin, OH 43017
614-792-8085

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Roger A. Piper - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
330-491-4019

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Stroud Wealth Management

1186 E Home Rd

Springfield, OH 45503
937-342-0100

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Nathan Kaufman

30159 Detroit Rd

Westlake, OH 44145
440-666-0672

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Jo Ann Desmarteau

9243 Broadview Road

Broadview Heights, OH 44147
440-786-2803

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Syntax Financial Group

100 E Campus View Blvd Suite 250

Columbus, OH 43235
800-737-5604

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Shaffer Capital

550 Polaris Parkway
Suite 130

Westerville, OH 43082
614-891-1200

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Julie Nootbaar

1215 Superior Ave
5th Floor

Cleveland, OH 44114
216-277-1650

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Chris Bidwell - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2218

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Haller Wealth Management Group

3769 Columbus Pike
130

Delaware, OH 43015
740-363-7557

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Morgan Stanley Financial Advisors

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
330-492-8285

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Stephen Kohls - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2214

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Kurtz Bros. - Landscape Supply Center

13532 Broadway Avenue

Garfield Heights, OH 44125
216-986-7000

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Muirfield, OH Branch Office - UBS Financial Services Inc.

5007 Horizons Drive
Suite 200

Columbus, OH 43220
800-421-6172

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Charles Eduoard Ide II - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-5345

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Orchard Wealth Management - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-292-1270

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Akron, OH Branch Office - UBS Financial Services Inc.

175 Montrose West Avenue
Third Floor

Akron, OH 44321
330-665-7400

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HomeWell Care Services

1329 E Kemper Rd
Suite 4214

Cincinnati, OH 45246
513-791-4824

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VILLA

7909 Euclid Ave

Cleveland, OH 44103
216-721-0156

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VILLA

3620 Belmont Ave

Youngstown, OH 44505
330-759-4840

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DTLR

10612 Lorain Ave
Space 230

Cleveland, OH 44111
216-941-5917

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Uhrig Financial

71 E 2nd

Chillicothe, OH 45601
740-773-3331

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DTLR

3348 Steelyard Dr

Cleveland, OH 44109
216-741-1820

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SP+ Parking

40 N Front St

Columbus, OH 43215
614-224-1320

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DTLR

535 Dorr St

Toledo, OH 43604
419-244-9038

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VILLA

4071 Lee Rd
Space 150

Cleveland, OH 44128
216-751-5656

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Legacy Wealth Management Group - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
330-491-4032

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The Nicholson Team - UBS Financial Services Inc.

Progress Park Tower
3601 Rigby Road, Suite 500

Miamisburg, OH 45342
937-226-6562

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Fifth Third Securities - Brian Adams

22480 Lakeshore Boulevard

Euclid, OH 44123
216-731-9488

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Shawna Farnol Bumpus - Morgan Stanley

6250 Levis Common Blvd, 2nd
Fl

Perrysburg, OH 43551
567-336-4310

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Jacob Schaefer

14534 Madison Ave

Lakewood, OH 44107
216-825-6034

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51 Oakwood

4347 Portage St NW
Ste 102

North Canton, OH 44720
800-527-0336

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Crossroads Investment Planning

8516 N. Dixie Drive

Dayton, OH 45414
937-387-9561

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Hardy Wealth Partners - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-2876

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Jerome Van De Motter - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-292-1227

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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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The Cullman/Holt Group - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-460-6568

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Allred Harris Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5232

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Lighthouse Wealth Management Group - UBS Financial Services Inc.

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7425

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Saylor Wealth Strategies, LLC

401 Walnut St.

Coshocton, OH 43812
740-575-4782

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Morgan Stanley Financial Advisors

7311 Crossleigh Court

Toledo, OH 43617
419-842-6500

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Christine M Kaminsky - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-4921

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Fifth Third Preferred - Jason Austerman

7300 Yankee Road

Liberty Township, OH 45044
513-785-4047

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Morgan Stanley Financial Advisors

41 South High St
Suite 2700

Columbus, OH 43215
614-228-0600

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Phillip A Schwegmann - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8337

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Lori L. Kaplan, CLU

3601 Green Road
Ste 206

Beachwood, OH 44122
216-896-9985

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Joe W. Bevack - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3026

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America's Retirement Headquarters

1700 Woodlands Drive

Maumee, OH 43537
419-842-0550

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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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Jack Dewitt - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4616

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Paul R Hedges - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2467

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EGSI Financial

6001 Tain Dr. Suite 200

Dublin, OH 43017
614-526-4118

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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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Warren Cox - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-356-8112

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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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Rayburn Financial Advisory Services, LLC

804 W Benton St.

Wapakoneta, OH 45895
419-738-5144

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Fifth Third Securities - Nicholas Bradley

2700 North Limestone Street

Springfield, OH 45503
937-284-8844

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Fifth Third Preferred - Andrea Miller

225 West Main Street

Mason, OH 45040
513-234-8850

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Fifth Third Securities - Chad Balhoff

337 South Main Street

Findlay, OH 45840
419-424-8471

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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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Jeffrey R Barone - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
330-286-4401

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Patrick Riepenhoff - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
614-798-3223

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Rebecca Krutko - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-229-4943

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Frank Nobile - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
614-798-3231

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Samuel Taylor - Morgan Stanley

221 East 4th St Atrium Two, Suite 2200

Cincinnati, OH 45202
513-852-4465

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CORE Wealth Management Group - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4171

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John Zuba - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5356

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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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Kleinfelder Capital

8050 Hosbrook Road
Suite 200

Cincinnati, OH 45236
513-808-9700

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Morgan Stanley Financial Advisors

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-835-6750

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Anna Vargo - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3070

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Joseph Majdalani - Morgan Stanley

6250 Levis Common Blvd, 2nd
Fl

Perrysburg, OH 43551
567-336-4308

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Spearman Financial Services LLC

710 S Main St
B

Mount Vernon, OH 43050
740-397-0731

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Jon E. Lawrence - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-292-9068

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Scott E Bouldin - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4458

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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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Hickey & Associates

26 S Vernon St

Sunbury, OH 43074
740-965-4242

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Marvin C Holbrook - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2209

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Jay Bowman - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4176

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James Mayeux - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6592

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Seven Hills Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2430

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Robert Loeb, CFP - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5236

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Mitch Edwards - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5223

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Harvest Financial Advisors

8840 Cincinnati Dayton Rd

West Chester, OH 45069
513-779-3030

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Kelly Financial Services Inc.

5210 Violet Knoll Ave NE

Canton, OH 44705
330-328-3763

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Family Financial Planning Investments & Insurance

545 Metro Place South
Suite 100

Dublin, OH 43017
614-843-7406

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Fifth Third Private Bank - Sommer Mead

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-4662

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Sylvania, OH Branch Office - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5100

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Lawrence Rogers III - UBS Financial Services Inc.

8044 Montgomery Road

Cincinnati, OH 45236
513-792-5258

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Rodney D. Washington - UBS Financial Services Inc.

180 Market Street
Suite 200

New Albany, OH 43054
614-939-2063

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Jeffrey McGlone - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2248

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Heischman Financial Services

7676 Slate Ridge Blvd

Reynoldsburg, OH 43068
614-861-7055

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William Mitchell

513-326-7000

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Brian M Andzik - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7880

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Stephania Fombo

469-796-9346

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Kyle Poland - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7832

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Great Lakes Properties and Investments

671 Columbia Rd
Suite #2

Westlake, OH 44145
440-279-3598

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Grace Himmelright

440-375-0080

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Ying Fang

614-848-7898

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Fifth Third Preferred - Ryan Stocke

4128 Hoover Road

Grove City, OH 43123
614-871-8831

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Morgan Stanley Financial Advisors

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2086

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Scoape Financial Group

7100 Dixie Highway
Suite 122

Fairfield, OH 45014
513-772-2191

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Fifth Third Private Bank - Ramon Rodriguez

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-8257

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Fifth Third Private Bank - Bradley Wilder

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-6595

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Fifth Third Private Bank - Brian Van Jura

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-6437

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Miamisburg, OH Branch Office - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-223-3141

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The Fox Thistlethwaite Group - Morgan Stanley

6250 Levis Common Blvd, 2nd
Fl

Perrysburg, OH 43551
567-336-4722

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Robert Jung | Crew Capital Management, Ltd.

11427 Reed Hartman Hwy

Cincinnati, OH 45241
513-618-6460

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First Command Financial Advisor - Gregory Barnhart

735 Taylor Rd
Ste 205

Columbus, OH 43230
614-944-5720

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Brian Shreve

7360 York Rd

Parma, OH 44130
440-845-1726

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Paul Wright

1000 N Main St

North Canton, OH 44720
330-494-8056

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Matthew Mapley

1106 30th St NW

Canton, OH 44709
330-493-0501

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Omega Financial Group

7458 Jager Court

Cincinnati, OH 45230
513-241-6325

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William M Ward - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2220

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Paul Corbeil - UBS Financial Services Inc.

43 Village Way
Suite 201

Hudson, OH 44236
330-655-7455

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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 Bracci Stuart Group - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7800

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Fifth Third Securities - Susan Weber

8000 Princeton Glendale Road

West Chester, OH 45069
513-847-0778

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Warner Graves Doman Wealth Management - UBS Financial Services Inc.

43 Village Way
Suite 201

Hudson, OH 44236
330-655-8325

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The Costanzo Mack Group - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3000

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Morgan Stanley Financial Advisors

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7800

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Brian Martin - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-3601

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Alan Weilacher - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-292-9081

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Halm Investment Services

2151 Western Avenue

Chillicothe, OH 45601
740-772-1027

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Peter Laffoon - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8332

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The Burt Group - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
330-491-4034

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Capital Advisory Services, LLC

8240 Beckett Park Dr
B

West Chester, OH 45069
513-942-7000

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Jacob Lindsey - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5339

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

5007 Horizons Drive
Suite 200

Columbus, OH 43220
614-442-6240

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John M. Marmion Jr. - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-442-6294

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Rachel Keesey - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5064

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Andrew Benson - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8319

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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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Krenz Locala Ruby Wealth Management - UBS Financial Services Inc.

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7404

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Fifth Third Preferred - Adam Baker

7414 Broadview Road

Parma, OH 44134
216-606-0120

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John Lumpkin Jr. - Morgan Stanley

4380 Buckeye Lane
Suite 200

Dayton, OH 45440
937-223-4086

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ECDI

1655 Old Leonard Ave

Columbus, OH 43219
614-559-0115

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Barnes Black Dakoske Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-3773

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Michael W Vary, Jr - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-4913

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Canton, OH Branch Office - UBS Financial Services Inc.

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-498-4160

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Gregory Perram - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-910-1011

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Fifth Third Preferred - Sarah DuPuy-Rasmussen

8584 Princeton-Glendale Road

West Chester, OH 45069
513-881-6976

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RSH Wealth Management Group - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-673-1114

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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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Jeffrey Greenwald - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4148

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Redinger Wealth Management - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-673-1074

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Garrit Wamelink - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-831-3400

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Rick Cocke - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5126

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Christopher Shea Marmion, CFP - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-442-6295

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Ted M. Lucien - Morgan Stanley

7755 Montgomery Road
Suite 200

Cincinnati, OH 45236
513-562-8314

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Casey Gregory - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2440

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Chrystal Swope - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
330-286-4366

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The Western Reserve Group - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4802

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Kimberly K. Penzone, CFP - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-442-6256

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Scott S Murray - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
330-286-4406

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Joseph Peters - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5279

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Ned Altic - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7847

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William Laverty - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-892-6745

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Diane Drissen-Shamrock - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
330-286-4392