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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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Donald Felty, PhD

Donald Felty Llc

6989 Morris Road

Fairfield Township, OH 45011

513-284-1959

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Doug Corp

Edelman Financial Engines, LLC

1449 Boardman-Canfield Rd Suite 170

Boardman, OH 44512

330-726-3100

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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 CFP®, AIF®

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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Chris Oberholzer

Infinity Wealth Counsel

433 West Loveland Avenue

Loveland, OH 45140

513-563-3500

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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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Brent Dickerson, MS CFP® EA

Over Coffee Financial LLC

19300 Detroit Rd
Suite 204

Rocky River, OH 44116

440-721-8052

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Kevin Kroskey, CFP®, MBA

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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Timothy (Adam) Weber - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-835-6816

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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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Alpha Financial Planning

6241 Riverside Drive

Dublin, OH 43017
614-384-0499

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Boreman Norton Cook Wealth Partners

202 North Market Street

Wooster, OH 44691
330-263-7800

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John Viers - Ameriprise Financial Services, LLC

255 Executive Dr

Marion, OH 43302
740-387-8402

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Anthony Lapinto Jr - Ameriprise Financial Services, LLC

4481 Munson Rd NW
Ste 304

Canton, OH 44718
330-493-0063

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Paul C Carbetta - Ameriprise Financial Services, LLC

90 Hidden Ravines Dr

Powell, OH 43065
614-396-3800

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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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Christina Dawn Lutz - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4474

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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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Allstate Personal Financial Representative: James Rightnowar

314 W Dussel Dr

Maumee, OH 43537
419-794-7766

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Advanced Capital Advisory Group, LLC

8040 Hosbrook Road
Suite 300

Cincinnati, OH 45236
866-432-6229

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Aptus Tax Advisory Group

639 Carle Avenue

Lewis Center, OH 43035
614-917-1040

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The Bucci Group - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-4915

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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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Robert F Skrbis - Ameriprise Financial Services, LLC

22901 Millcreek Blvd
Ste 375

Cleveland, OH 44122
216-514-7100

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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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Green Dolgin Wealth Management - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5123

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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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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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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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Nick Pietrocola - Ameriprise Financial Services, LLC

2035 Crocker Rd
Ste 201

Westlake, OH 44145
440-899-8600

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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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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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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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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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The Western Reserve Group - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4802

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Harvest Financial Advisors

8836 Cincinnati Dayton Rd

West Chester, OH 45069
513-779-3030

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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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Van Winkle Wealth Management Group, LLC

263 Deo Dr

Newark, OH 43055
740-366-1110

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

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2771

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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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Fifth Third Insurance - Clif Kennedy

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-2052

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Timothy Mackey - Ameriprise Financial Services, LLC

4605 E Galbraith Rd
Ste 190

Cincinnati, OH 45236
513-792-5425

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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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Sandusky, OH Branch Office - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5117

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North Coast Wealth Management Group - UBS Financial Services Inc.

111 E. Shoreline Drive

Sandusky, OH 44870
419-609-2447

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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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Matthew Daugherty - Ameriprise Financial Services, LLC

1991 Crocker Rd
Ste 300

Westlake, OH 44145
440-871-6501

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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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Steven Rivard - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-247-1558

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April Whitehead - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
937-291-4200

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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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Andy Ogilvie - Ameriprise Financial Services, LLC

123 S Broad St
Ste 225

Lancaster, OH 43130
740-687-0973

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Christopher A Wysong - Ameriprise Financial Services, LLC

60 Rhoads Center Dr
Ste C

Centerville, OH 45458
937-247-4565

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

2035 Crocker Rd
Ste 201

Westlake, OH 44145
216-464-3900

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David H Bogart - Ameriprise Financial Services, LLC

2035 Crocker Rd
Ste 201

Westlake, OH 44145
440-899-8600

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Karl Kessler - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
937-291-4200

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Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2086

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Fifth Third Private Bank - Ryan Hoskins

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-3966

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Fifth Third Private Bank - Bradley Wilder

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-6595

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Alan Weilacher - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-292-9081

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Jack Dewitt - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4616

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Charles Brennan - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-292-9047

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Gerard Stadler - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-292-9065

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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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Alexander D. Barclay - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3058

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Kelly Pariso - Ameriprise Financial Services, LLC

972 E Turkeyfoot Lake Rd

Akron, OH 44312
330-595-4321

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Eric Esposito - Ameriprise Financial Services, LLC

255 Executive Dr

Marion, OH 43302
740-387-8402

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Steve Kopf - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-984-9700

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Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4800

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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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Connie Davis - Ameriprise Financial Services, LLC

1925 Newark Granville Rd

Granville, OH 43023
740-587-1592

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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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Cheryl Amato Lidawer - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-514-1430

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Ryan A. Mink - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7850

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Bechtel Financial Services, Inc.

1745 Indian Wood Circle
Suite 265

Maumee, OH 43537
419-897-2400

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Colleen Petras - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

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Allstate Personal Financial Representative: Gregory Davis

4700 Wilmington Pike

Kettering, OH 45440
937-307-8938

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Amy E Meredith-Green - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2224

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Ken B Gautschi - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
330-286-4413

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R David Riedy Jr - Ameriprise Financial Services, LLC

1338 E Perkins Ave
Ste 101

Sandusky, OH 44870
419-626-5509

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Robert S Castellini - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8303

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John Lumpkin Jr. - Morgan Stanley

4380 Buckeye Lane
Suite 200

Dayton, OH 45440
937-223-4086

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The Plunkett Group - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2200

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Raymond Braum - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-292-9078

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Five Rivers Group - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7825

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David Garber - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7810

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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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Todd Washburn - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5260

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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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Anthony Delis - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
330-491-4014

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Morgan Stanley

4030 Smith Rd
Ste 200

Cincinnati, OH 45209
513-579-8300

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William Laverty - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-892-6745

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Andrew W Swallender - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5272

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Barry Shelley - Ameriprise Financial Services, LLC

9100 Ctr Pointe Dr
Ste 180

West Chester, OH 45069
513-642-2503

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The Stratton Kesselem Team - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-292-9053

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Edward Nolette - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-6512

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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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Jin Jung - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5233

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Thomas J. Sponseller, Jr. - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-835-6761

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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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Joseph Majdalani - Morgan Stanley

6250 Levis Common Blvd, 2nd
Fl

Perrysburg, OH 43551
567-336-4308

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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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Keith Meyer - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7848

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John G. Mayer - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-6500

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Philip Volpe-Monrean, CIMA® - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
330-286-4421

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Bob Kinsella - Morgan Stanley

4030 Smith Rd
Ste 200

Cincinnati, OH 45209
513-562-8349

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Chrystal Swope - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
330-286-4366

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Edward Jones - Financial Advisor: Ryan Wilson

1022 S Broadway

Geneva, OH 44041
440-361-4296

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Karen F Levy - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8347

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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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The Goens McCall Group - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7862

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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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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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The Sophia Jose Group - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-4900

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Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5200

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Peter Risch - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2464

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Romilly Taylor - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3014

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Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-4900

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Jeffrey R Barone - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
330-286-4401

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Fifth Third Preferred - Matthew Ward

2455 Hilliard Rome Road

Hilliard, OH 43026
614-219-8871

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Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-228-0600

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Allred Harris Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5232

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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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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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John Zuba - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5356

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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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Scott Masters - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-835-6815

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Brian M Andzik - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7880

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Financial Accounting Services, Inc

519 S Otterbein Ave
17

Westerville, OH 43081
614-890-2156

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YogaSix

757 Alpha Drive

Highland Heights, OH 44143
888-964-2749

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Mary Davenport-Yant - Ameriprise Financial Services, LLC

1234 Ridgewood Dr
Ste B

Bowling Green, OH 43402
419-354-6179

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Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4600

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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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Guidelight Financial Group - Ameriprise Financial Services, LLC

3378 State Route 5 NE

Cortland, OH 44410
330-638-5525

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Lynne Peters - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
330-497-5304

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Jeffrey Kota - Ameriprise Financial Services, LLC

290 E Milltown Rd
Ste C

Wooster, OH 44691
330-263-1930

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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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John Berry - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-229-4911

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Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3000

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Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-835-6750

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Medicare Planning of Dayton

7030 Poe Ave
bldg d

Dayton, OH 45414
937-504-9999

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Retirement Blueprints, LLC

1612 N. 21st Street

Newark, OH 43055
740-366-3111

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Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-6500

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David Lowe - Ameriprise Financial Services, LLC

3015 Newmark Dr

Miamisburg, OH 45342
937-247-2376

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Andrea Larason - Ameriprise Financial Services, LLC

8425 Pulsar Pl
Ste 420

Columbus, OH 43240
614-846-7193

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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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Further Financial Group - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1752

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Rick Moller - Ameriprise Financial Services, LLC

1925 Newark Granville Rd

Granville, OH 43023
740-587-1592

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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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Balaram Kaimal - Ameriprise Financial Services, LLC

2104 Front St
Ste C

Cuyahoga Falls, OH 44221
330-256-1375

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Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
330-286-4391

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Transcend Wealth, LLC

27600 Chagrin Blvd
445

Woodmere, OH 44122
216-236-1106

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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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Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
614-798-3100

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Denise Shafer - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
440-934-7100

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Uhrig Financial

71 E 2nd

Chillicothe, OH 45601
740-773-3331

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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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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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Eric Tolbert - Ameriprise Financial Services, LLC

1422 Euclid Ave

Cleveland, OH 44115
216-373-7526

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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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Kevin Gegorski - Ameriprise Financial Services, LLC

81 Mill St
Ste 100

Gahanna, OH 43230
614-269-0195

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Kyle R Langerman - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-360-4937

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Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-721-2000

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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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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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Financial Freedom, LLC

8044 Montgomery Road
Suite 700

Cincinnati, OH 45236
513-697-6400

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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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Tom Asimou - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
440-934-7100

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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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Ian Malhoit - Ameriprise Financial Services, LLC

5954 Renaissance Pl
Ste A

Toledo, OH 43623
419-725-9215

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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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Michael Vulku - Ameriprise Financial Services, LLC

2035 Crocker Rd
Ste 201

Westlake, OH 44145
440-899-8600

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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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Financial Freedom, LLC

70 Birch Alley
Suite 240

Beavercreek, OH 45440
937-458-3661

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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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Michael Morger - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1766

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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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Jane Lalli - Ameriprise Financial Services, LLC

8972 Darrow Rd
Ste A202-B

Twinsburg, OH 44087
330-486-0777

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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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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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Gary S Beckman - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2479

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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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James Bishop - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-229-4969

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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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Christine M Kaminsky - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-4921

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Voya Financial Advisors, Derek Stiles

10100 Innovation Drive
Suite 120

Miamisburg, OH 45342
937-353-5475

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Allstate Personal Financial Representative: Thomas D Amico

1377 E Stroop Rd
Ste 312

Kettering, OH 45429
937-723-8772

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Sarran Zaring Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5379

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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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Shawna Farnol Bumpus - Morgan Stanley

6250 Levis Common Blvd, 2nd
Fl

Perrysburg, OH 43551
567-336-4310

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Jason E Haines - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-7772

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Jill Bracci - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7857

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Robert Nowe - Ameriprise Financial Services, LLC

5860 Venture Dr
Ste B

Dublin, OH 43017
614-389-3400

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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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Allstate Personal Financial Representative: James Halsey

119 N Main St

Union, OH 45322
937-832-3343

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The ONE Columbus Group - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2489

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Anna Vargo - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3070

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Zachery Cove - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3001

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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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Richard Pierce - Ameriprise Financial Services, LLC

445 Hutchinson Ave
Ste 500

Columbus, OH 43235
614-987-0087

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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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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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Michael Alexander - Ameriprise Financial Services, LLC

90 Hidden Ravines Dr

Powell, OH 43065
614-396-3800

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Summit Wealth Management Group - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5117

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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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Spearman Financial Services LLC

710 S Main St
B

Mount Vernon, OH 43050
740-397-0731

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Michael H Cure - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5338

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Paul R Hedges - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2467

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Jeffrey McGlone - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2248

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Allstate Personal Financial Representative: Christopher Adams

9000 Broad St SW

Pataskala, OH 43062
614-406-1912

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Benjamin Borich - Morgan Stanley

545 Metro Pl South
#300

Dublin, OH 43017
614-798-3255

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Mullenbrock & Associates - Ameriprise Financial Services, LLC

228 W Ash St

Piqua, OH 45356
937-773-8500

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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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Timothy Van Simaeys - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1380

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Kathy Willcox - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-229-4949

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Keith Fledderjohann - Ameriprise Financial Services, LLC

201 W Spring St

St Marys, OH 45885
419-394-8171

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Peter Laffoon - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8332

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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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Dean Schockling - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2476

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Keystone Financial Group

700 Taylor Rd
170

Gahanna, OH 43230
614-300-9501

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The Naples Wealth Management Group - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4805

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Charles Boulware - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4620

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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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Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7800

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Christian Riemenschneider - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-892-6731

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The Heritage Group - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4612

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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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Brian Dannemiller - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7872

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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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The Smith Group - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4800

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The Legacy Midwest Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-562-8308

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Capital Advisory Services, LLC

8240 Beckett Park Dr
B

West Chester, OH 45069
513-942-7000

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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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Adam P. Atkinson - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8326

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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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Brad Vitucci - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8330

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William J Allen - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8361

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Diane Drissen-Shamrock - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
330-286-4392

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Tj B. Johnson - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3145

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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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Robert Hill - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8394

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Phillip A Schwegmann - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8337

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Andrew Benson - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8319

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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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The Fedor Carnes Group - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4460

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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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Milestone Wealth Advisors - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2123

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Mel M. Rochowiak

5600 Blazer Parkway
Ste 300

Dublin, OH 43017
614-792-8085

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Krenz Locala Ruby Wealth Management - UBS Financial Services Inc.

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7442

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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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Brian J Golden - Ameriprise Financial Services, LLC

8425 Pulsar Pl
Ste 420

Columbus, OH 43240
614-846-7193

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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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Stroud Wealth Management

1186 E Home Rd

Springfield, OH 45503
937-342-0100

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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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Allstate Personal Financial Representative: Gary Tentler

2022 Locust St S

Canal Fulton, OH 44614
330-854-2333

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Allstate Personal Financial Representative: Brian Kennedy

16686 Hilltop Park Pl

Chagrin Falls, OH 44023
440-247-1777

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DBR & Co

811 Madison Ave
Fl 7

Toledo, OH 43604
419-574-9399

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Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
330-492-8285

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

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-442-6285

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Jennifer Moenter - Ameriprise Financial Services, LLC

312 N Main St

Delphos, OH 45833
419-695-7010

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Shaffer Capital

550 Polaris Parkway
Suite 130

Westerville, OH 43082
614-891-1200

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Tim Dippold - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5355

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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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Rick Taylor - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2232

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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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Pamela R Mason - Ameriprise Financial Services, LLC

6 Main St

Tiffin, OH 44883
567-220-4062

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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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Allstate Personal Financial Representative: Todd Domsitz

119 N Main St

Union, OH 45322
937-836-3300

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Allstate Personal Financial Representative: James McGlone

944 Galloway Rd

Galloway, OH 43119
614-851-0910

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Kurtz Bros. - Landscape Supply Center

13532 Broadway Avenue

Garfield Heights, OH 44125
216-986-7000

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Pizza Hut

7183 East Broad Street

Blacklick, OH 43004
614-328-0302

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Douglas Sanker - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-356-8062

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Monica Dwyer, CFP®, CDFA®

8836 Cincinnati Dayton Rd
A

West Chester