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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

James Elios

Elios Financial Group, Inc.

30700 Center Ridge Road

Westlake, OH 44145

440-617-9100

Karla Stanton

Engler, Garrow & Roth, Ltd

1645 Indian Wood Circle
Ste.102

Maumee, OH 43537

419-794-0550

Shon Anderson

Anderson Financial Strategies

2500 Stratacache Tower

Dayton, OH 45423

937-610-9388

Dave Wilder

Total Wealth Planning LLC.

4665 Cornell Rd
Suite 160

Cincinnati, OH 45241

513-984-6696

Tim Hamilton

FinancialFamilies

2828 Carroll-Southern Road NW

Carroll, OH 43112

614-406-7141

Adam Roslovic

Edelman Financial Engines, LLC

1 Easton Oval
Suite 340

Columbus, OH 43219

614-454-3393

Brian Mills

Mills Financial Planning,Inc.

5910 Wilcox Place
Suite F

Dublin, OH 43016

614-504-0402

Britton Riley

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

888-242-6766

Dan Brown

LPL Financial

11260 Chester Rd Suite 250

Cincinnati, OH 45246

513-252-6140

Doug Kinsey

Artifex Financial Group, LLC

2305 Far Hills Avenue

Dayton, OH 45419

855-752-6644

Justin Kattau

Edelman Financial Engines, LLC

10100 Innovation Drive
Suite 160

Miamisburg, OH 45342

937-490-4548

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

Alpha Financial Planning

6241 Riverside Drive

Dublin, OH 43017
614-384-0499

Erik Zwilling - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
614-798-3240

Allstate Personal Financial Representative: Iris Kessler

26777 Lorain Rd
Ste 3

North Olmsted, OH 44070
440-716-8001

Boreman Norton Cook Wealth Partners

202 North Market Street

Wooster, OH 44691
330-263-7800

Anna Vargo - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3070

2020 Wealth Advisors

212 East Third Street
Suite 100

Cincinnati, OH 45202
740-217-4148

Bolt Financial Group

5701 N. High St.

Worthington, OH 43085
614-635-0102

American Portfolios

126 Northwood Dr

Dover, OH 44622
330-364-2605

Be Well Health & Wealth Advisors

12955 Cleveland Avenue NW

Uniontown, OH 44685
330-699-2223

Allstate Personal Financial Representative: Matthew Smitherman

742 Graham Rd
Ste C

Cuyahoga Falls, OH 44221
216-894-1136

Advanced Capital Advisory Group, LLC

8040 Hosbrook Road
Suite 300

Cincinnati, OH 45236
866-432-6229

A Squared Financial LLC

2225 Sheringham Road

Columbus, OH 43220
614-310-0272

First Command Financial Advisor - Mike Gazzerro

51 Plum Street
Ste 260

Beavercreek, OH 45440
937-429-4490

Andrew Clemens - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
614-798-3278

Bishop Financial Advisors

591 Boston Mills Road
Suite 500

Hudson, OH 44236
330-342-4080

Lifeguard Financial

7536 Mentor Ave

Mentor, OH 44060
440-942-1936

American Portfolios of Canfield

43 North Broad Street

Canfield, OH 44406
330-702-1560

Fifth Third Private Bank - Damon Muldoon

21 East State Street

Columbus, OH 43215
614-744-5422

Allstate Personal Financial Representative: James McGlone

944 Galloway Rd

Galloway, OH 43119
614-851-0910

Appalachian Capital Management Ltd.

51461 Jennifer Lane
Suite 215

Saint Clairsville, OH 43950
740-695-3434

Ask Rafi Retirement Lifestyle Solutions

4031 Colonel Glenn Highway
Suite 107

Beavercreek, OH 45431
937-427-4292

Allstate Personal Financial Representative: Terry Toth

3501 Lesh St NE

Canton, OH 44705
216-780-4114

First Command Financial Advisor - Pete Whelan

51 Plum Street
Ste 260

Beavercreek, OH 45440
937-429-4490

Wild Bill's Tobacco

1480 N Shoop Ave

Wauseon, OH 43567
419-337-1000

Kurtz Bros. - Landscape Supply Center

1180 Miller Road
Suite 100

Avon, OH 44011
216-986-7000

Kurtz Bros. - Landscape Supply Center

32800 Lakeland Boulevard

Willowick, OH 44095
216-986-7000

Goosehead Insurance - Jeff Knight

1172 West Galbraith Rd
Suite 214

Cincinnati, OH 45231
513-906-5606

Fifth Third Insurance - Daniel Greene

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-0294

Fifth Third Insurance - Clif Kennedy

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-2052

Pure Barre

9037 Union Centre Blvd.

West Chester, OH 45069
513-204-9644

VILLA

10581 St Clair Ave
Building B, Suite #1

Cleveland, OH 44108
216-761-0059

Fifth Third Mortgage - Dennis Hanisch

5001 Kingsley Drive

Cincinnati, OH 45227
866-499-4784

Edward Jones - Financial Advisor: Jeff Studniarz

5564 Wilson Mills Rd
Ste 103

Highland Heights, OH 44143
440-442-7010

Lumber Liquidators Flooring Co.

6025 Kruse Drive
Suite 141

Solon, OH 44139
440-769-0808

Stephen L Schippel Consulting, LLC

33850 Parkside Dr

Columbia Station, OH 44028
623-680-4578

Vance Bennett Financial Services

5650 Blazer Parkway
Suite 100

Dublin, OH 43017
740-973-3792

Primrose School of Strongsville- Coming Soon!

18713 Pearl Road

Strongsville, OH 44136
440-253-9922

Metcalfe Wealth Management - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-910-1038

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

180 Market Street
Suite 200

New Albany, OH 43054
614-442-6258

Connor Harmer | Equitable Advisors

1001 Lakeside Ave. E.
Suite 1650

Cleveland, OH 44114
216-615-7483

David Freeman - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-835-6814

The Kern Team - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6546

John Gruner - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2102

The Archibald Financial Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1362

VILLA

1400 S Arlington St

Akron, OH 44306
330-785-9153

VILLA

527 E Manhattan Blvd
Suite 527

Toledo, OH 43608
419-726-2843

First Command Financial Advisor - Gregory Barnhart

735 Taylor Rd
Ste 205

Columbus, OH 43230
614-944-5720

The FLM Group - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-360-4974

Bechtel Financial Services, Inc.

1745 Indian Wood Circle
Suite 265

Maumee, OH 43537
419-897-2400

DTLR

230 West Huron Rd
Space 7258

Cleveland, OH 44113
216-363-0459

VILLA

11431 Buckeye Rd
Suite 110

Cleveland, OH 44104
216-791-5547

VILLA

13464 Euclid Ave
Suite A

East Cleveland, OH 44112
216-268-5521

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

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-356-5237

Benjamin O. Kirksey - UBS Financial Services Inc.

4774 Munson Street NW
Suite 202

Canton, OH 44718
330-498-4165

Staats Rizor Financial Group - UBS Financial Services Inc.

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7418

Gregory M. Stevens, CRPC - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1330

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

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5256

Five Rivers Group - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7825

John M. Schmidt - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-360-8610

Landmark Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road

Cincinnati, OH 45236
513-792-5245

Jin Jung - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5233

BCS Wealth Partners - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2766

Morgan Stanley Financial Advisors

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4600

Allstate Personal Financial Representative: Thomas D Amico

1377 E Stroop Rd
Ste 312

Kettering, OH 45429
937-723-8772

Edward L. Apfel - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8318

RHC Financial Systems

16404 Madison Ave

Lakewood, OH 44107
216-226-7200

Morgan Stanley Financial Advisors

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-721-2000

The Fedor Carnes Group - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4460

James Brandon Creech - Ameriprise Financial Services, LLC

6500 Centerville Business Pkwy

Dayton, OH 45459
937-610-5570

Edward Jones - Financial Advisor: Ryan Wilson

1022 S Broadway

Geneva, OH 44041
440-361-4296

The Costanzo Mack Group - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3000

Scott S Murray - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
330-286-4406

Capital Advisory Services, LLC

8240 Beckett Park Dr
B

West Chester, OH 45069
513-942-7000

Fifth Third Private Bank - Matthew Griffin, CFP®

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-8676

James Hider - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5876

Fifth Third Preferred - Chris Poppa

915 Elliott Drive

Middletown, OH 45044
513-988-5766

Metzger Financial Services

1337 N. Cable Rd.

Lima, OH 45805
419-225-6067

Wild Bill's Tobacco

1420 Scott St.

Napoleon, OH 43545
567-264-4027

Wild Bill's Tobacco

820 N. Locust St.

Ottawa, OH 45875
419-523-3800

Kurtz Bros. - Landscape Supply Center

5915 Canal Road

Valley View, OH 44125
216-986-7000

Earth 'n Wood

2436 South Arlington Road

Akron, OH 44319
330-644-1900

AutoZone Auto Parts

4795 Milan Rd

Sandusky, OH 44870
567-998-7400

Ryan S. Krift - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4452

Staich Financial LLC

1 Marion Avenue
Suite 301

Mansfield, OH 44903
419-564-3001

Peter Laffoon - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8332

Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-4900

Fifth Third Preferred - Matthew Ward

2455 Hilliard Rome Road

Hilliard, OH 43026
614-219-8871

The Radius Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6575

Robert Kish

955 Boardman-Poland Rd

Boardman, OH 44512
330-319-2323

John Gross

248 Howe Ave

Cuyahoga Falls, OH 44221
330-835-2861

Edward Pero

1065 North Court St
Suite C

Medina, OH 44256
216-382-5320

Max Van Benschoten - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5375

Austin Holbrook

1000 N Main St

North Canton, OH 44720
330-545-2854

Fifth Third Insurance - Graham Vollmer

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-2865

Fifth Third Insurance - Michael McGraw

38 Fountain Square Plaza

Cincinnati, OH 45202
513-381-7881

Personal Financial Advisors

70 E Columbus St

Pickerington, OH 43147
614-837-7000

Fifth Third Mortgage - Scot Pataky

309 North Leavitt Road

Amherst, OH 44001
440-506-0526

DTLR

21658A Libby Rd

Maple Heights, OH 44137
216-332-9518

VILLA

3580 Mayfield Rd

Cleveland, OH 44118
216-691-3832

Zickau & McCormick LLC

545 Metro Place S.
Suite 100

Dublin, OH 43017
614-734-8350

Fifth Third Mortgage - Benjamin Rawe

5001 Kingsley Drive

Cincinnati, OH 45227
513-358-4835

John G. Mayer - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-6500

Nicholas Brosky - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-229-4905

Financial Accounting Services, Inc

519 S Otterbein Ave
17

Westerville, OH 43081
614-890-2156

Hageman Masters Group - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-835-6754

Swinehart & Associates Financial Planning And Investments

2499 W Main St

Troy, OH 45373
937-339-3285

Andrew Benson - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8319

The Assaley Feck Herold Group - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4172

Pelorus Financial Group

45 East Satin Street

Jefferson, OH 44047
440-951-8200

JK Jones Financial Network

161 West Main Street

Lancaster, OH 43130
740-653-6900

Gary S Beckman - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2479

Retirement Blueprints, LLC

1612 N. 21st Street

Newark, OH 43055
740-366-3111

Daniel McKenna - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-3603

Michelle Hansen

780 W State St

Alliance, OH 44601
330-823-7495

Daniel Miller

419-482-5590

Peony Lo

614-848-7898

Ned Altic - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7847

Lifetime Wealth Partners | Ohio & Indiana

7956 Clyo Road
Suite A

Centerville, OH 45459
937-436-0000

Cardinal Wealth Management

626 North 4th Street
Suite 101

Steubenville, OH 43952
740-314-8342

Forestview Financial Partners

1967 Forestview Lane

Delaware, OH 43015
614-954-1154

Stephen C. Dawes, CPA/PFS

193 E Water St.

Chillicothe, OH 45601
740-702-0000

Fifth Third Securities - Nicholas Elias

9990 Montgomery Road

Montgomery, OH 45242
513-699-9157

OakBridge Financial Partners, LLC

115 North Market St.

Waverly, OH 45690
740-947-8110

Gerard Stadler - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-292-9065

Fifth Third Securities - Jeremy Gates

5771 Wooster Pike

Fairfax, OH 45227
513-766-8601

Scott E Bouldin - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4458

Anthony L. Venetta - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-793-3199

Client Centric Financial Advisors

9961 Brewster Lane
Suite 200

Powell, OH 43065
614-869-3001

Niehaus Financial Services, LLC

5600 Harrison Avenue

Cincinnati, OH 45248
513-471-9600

The Cameron Company, LLC

2216 Pemberton Dr

Toledo, OH 43606
419-467-7037

Kennard Financial Services

5250 Transportation Boulevard
Suite 100

Garfield Heights, OH 44125
216-581-7400

Ken Boldt Financial Group, Inc.

2205 Greensburg Road

North Canton, OH 44720
330-896-9946

Gary M. Gilbert and Associates, LLC

1530 West River Rd
Ste 203

Elyria, OH 44035
440-324-3483

Integrity Financial

1931 Georgetown Rd.
Suite 210

Hudson, OH 44236
330-650-1115

Kohn Wealth Management Advisors, LLC

9078 Union Centre Blv
Suite 350

West Chester, OH 45069
513-563-3469

Strategic Wealth Managment

1230 Lexington Avenue
Suite 101

Mansfield, OH 44907
419-522-6636

Stevens Investment Group, Inc.

8194 Liberty Way

West Chester, OH 45069
513-755-7536

Callahan Financial

9428 Kenwood Road

Cincinnati, OH 45242
513-421-0800

Fifth Third Securities - Nicholas Razzoog

10105 Fremont Pike

Perrysburg, OH 43551
419-410-5906

Dougherty & Associates

8044 Montgomery Rd.
Suite 450

Cincinnati, OH 45236
513-745-7007

Jason M. Orsky Wealth Management

671 Columbia Road
Suite 1

Westlake, OH 44145
440-835-6550

Fifth Third Private Bank - Joel Stone

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-5766

Teppe Financial Services

8354 Princeton Glendale Road
Suite 216

West Chester, OH 45069
513-874-8381

Fifth Third Private Bank - Andrew Hollenkamp

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-4275

Weiler Financial

195 East Broad Street

Pataskala, OH 43062
740-927-2435

Eastwind Capital Wealth Management

921 Eastwind Drive
Suite 101

Westerville, OH 43081
614-888-2230

Keystone Financial Group

700 Taylor Rd
170

Gahanna, OH 43230
614-300-9501

FTB Financial Services - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-794-5400

Professional Guidance Financial Services

103 South Main Street

Mount Vernon, OH 43050
740-504-2347

DTLR Outlet

21658B Libby Rd

Maple Heights, OH 44137
216-587-5051

Kurtz Bros. - Landscape Supply Center

12701 Prospect Road

Strongsville, OH 44149
216-986-7050

Jack Dewitt - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4616

Shore West Financial Group - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2781

Voya Financial Advisors, Derek Stiles

10100 Innovation Drive
Suite 120

Miamisburg, OH 45342
937-353-5475

Vivian Caroline Cosio | New York Life

11855 Tennyson Dr

Cincinnati, OH 45241
513-469-1952

Allred Harris Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5232

John R Cook - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
614-798-3201

Thomas Breitenstein - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4163

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

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-673-1061

Christina Dawn Lutz - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4474

The Legend Group

36311 Detroit Road
#204

Avon, OH 44011
440-522-0048

Freeman Heyne Toma

10250 Alliance Road
Suite 125

Cincinnati, OH 45242
513-489-8588

Fifth Third Private Bank - Ty Seidl

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-3968

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

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-442-6246

Cynthia Bassett - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-621-1191

Summit Wealth Management Group - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5117

Thomas Massey - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-2855

David Criss

5775 Chevrolet Blvd

Parma, OH 44130
440-845-7697

Daniel Herzig

3410 Secor Rd, Suite 510

Toledo, OH 43606
419-534-3577

The Heritage Group - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4612

The Campbell Investment Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6583

Leugers Harden Wealth Management - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4108

Cocke Seffernick Wealth Management - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5126

Timothy (Adam) Weber - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-835-6816

The Weilacher Group - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-292-9081

Sandusky, OH Branch Office - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5117

Will Sumser - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4826

Allstate Personal Financial Representative: Christopher Selka

15 E Main St

Norwalk, OH 44857
419-660-9107

Allstate Personal Financial Representative: Douglas Bodkin

2000 Bethel Rd
Ste B

Columbus, OH 43220
614-442-7733

Keith W Smith - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4811

Peirson Financial Services LLC

7450 Whispering Way

Cincinnati, OH 45241
513-202-6228

Warner Financial Group, LLC

255 Buckeye St

Dalton, OH 44618
330-466-4813

Legend Group Ohio

2 Summit Park Drive
Suite 210

Independence, OH 44131
216-741-3113

Mose Richardson Jr. - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-3771

Haller Wealth Management Group

3769 Columbus Pike
130

Delaware, OH 43015
740-363-7557

Fifth Third Private Bank - Patricia Higgins

337 South Main Street

Findlay, OH 45840
419-424-8464

Praxis Capital and Investment Management

614-657-6060

VILLA

3265 W Market St
Space 656

Fairlawn, OH 44333
330-835-1438

Michael H Cure - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5338

Thomas E Kahle - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2427

Wealth Advocate Group

3750 Park East Drive
Suite 200

Beachwood, OH 44122
440-505-5578

Fifth Third Private Bank - Michael Jones

550 N Summit St

Toledo, OH 43604
419-259-0072

Mel M. Rochowiak

5600 Blazer Parkway
Ste 300

Dublin, OH 43017
614-792-8085

Thomas Austin

5963 Andrews Rd

Mentor On The Lake, OH 44060
440-257-7629

Kathy Willcox - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-229-4949

Casey Gregory - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2440

Stroud Wealth Management

1186 E Home Rd

Springfield, OH 45503
937-342-0100

Amy R Edwards - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-460-2669

Allstate Personal Financial Representative: Jordan R. Bain

9673 Kings Auto Mall Rd

Cincinnati, OH 45249
513-679-9115

Sol Chalhoub

789 Som Center Rd

Cleveland, OH 44143
440-845-7509

Nathan Kaufman

30159 Detroit Rd

Westlake, OH 44145
440-666-0672

Jo Ann Desmarteau

9243 Broadview Road

Broadview Heights, OH 44147
440-786-2803

Matthew Kallio

6241 SOM Center Road

Solon, OH 44139
330-748-6033

Ritter Daniher Financial Advisory, LLC

7661 Beechmont Avenue
Suite 200

Cincinnati, OH 45255
513-233-0715

Syntax Financial Group

100 E Campus View Blvd Suite 250

Columbus, OH 43235
800-737-5604

Shaffer Capital

550 Polaris Parkway
Suite 130

Westerville, OH 43082
614-891-1200

Ted M. Lucien - Morgan Stanley

7755 Montgomery Road
Suite 200

Cincinnati, OH 45236
513-562-8314

Jill Bracci - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7857

Chris Bidwell - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2218

Kurtz Bros. - Landscape Supply Center

13532 Broadway Avenue

Garfield Heights, OH 44125
216-986-7000

Muirfield, OH Branch Office - UBS Financial Services Inc.

5007 Horizons Drive
Suite 200

Columbus, OH 43220
800-421-6172

Western Reserve Wealth Advisors

195 Park Place

Chagrin Falls, OH 44022
440-247-2751

Orchard Wealth Management - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-292-1270

Akron, OH Branch Office - UBS Financial Services Inc.

175 Montrose West Avenue
Third Floor

Akron, OH 44321
330-665-7400

HomeWell Care Services

1329 E Kemper Rd
Suite 4214

Cincinnati, OH 45246
513-791-4824

VILLA

7909 Euclid Ave

Cleveland, OH 44103
216-721-0156

VILLA

3620 Belmont Ave

Youngstown, OH 44505
330-759-4840

DTLR

10612 Lorain Ave
Space 230

Cleveland, OH 44111
216-941-5917

Uhrig Financial

71 E 2nd

Chillicothe, OH 45601
740-773-3331

DTLR

3348 Steelyard Dr

Cleveland, OH 44109
216-741-1820

SP+ Parking

40 N Front St

Columbus, OH 43215
614-224-1320

DTLR

535 Dorr St

Toledo, OH 43604
419-244-9038

VILLA

4071 Lee Rd
Space 150

Cleveland, OH 44128
216-751-5656

The Nicholson Team - UBS Financial Services Inc.

Progress Park Tower
3601 Rigby Road, Suite 500

Miamisburg, OH 45342
937-226-6562

Fifth Third Securities - Brian Adams

22480 Lakeshore Boulevard

Euclid, OH 44123
216-731-9488

Kehoe Financial

125 Boggs Lane

Cincinnati, OH 45246
513-481-8555

Jacob Schaefer

14534 Madison Ave

Lakewood, OH 44107
216-825-6034

Allstate Personal Financial Representative: Mark Eisma

12920 Stonecreek Dr
Ste D

Pickerington, OH 43147
614-522-0999

Royalton Insurance Agency

10147 Royalton Road
Suite B

Cleveland, OH 44133
440-230-5385

Dan Leslie

7100 East Pleasant Valley Drive
Suite 350

Independence, OH 44131
216-360-7465

Bullington Capital Management

3875 Embassy Parkway
Suite 310

Fairlawn, OH 44333
330-664-0700

51 Oakwood

4347 Portage St NW
Ste 102

North Canton, OH 44720
800-527-0336

Stratos Wealth Partners - Liam Guiney

89 First Street
Suite 212

Hudson, OH 44236
330-576-3912

Gallagher Pool Wealth Management

6520 Centerville Business Parkway

Centerville, OH 45459
937-435-1234

Crossroads Investment Planning

8516 N. Dixie Drive

Dayton, OH 45414
937-387-9561

PK Financial Group

9261 Ravenna Road
B4

Twinsburg, OH 44087
216-393-8182

Hardy Wealth Partners - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-2876

Jerome Van De Motter - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-292-1227

Mayeux Wealth Management - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6592

The Eyerman Group - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-673-1062

Curry Moore & Associates

3805 Edwards Road
Suite 550

Cincinnati, OH 45209
513-448-4156

LEO Life Estate Organizer

102 Eaglescliff Drive

North Bend, OH 45052
513-835-8046

Hickory Asset Management

9930 Johnnycake Ridge Road
Suite 2B

Mentor, OH 44060
440-358-1330

Michael G. Miller and Associates

37850 Euclid Ave
#3

WILLOUGHBY, OH 44094
440-951-3936

Wealth Health, LLC

35651 Detroit Road

Avon, OH 44011
440-937-1551

John Gillman - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5023

Michael Z Ruchalski - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-360-8632

Calland and Campbell Insurance and Campbell Financial

5000 Urbana Road
Suite 100

Springfield, OH 45502
937-917-8941

JanJanin Financial Group

1045 Tiffany South
Suite 1

Youngstown, OH 44514
330-953-3043

RJ Beucler Financial

9987 Carver Road
Suite 400

Cincinnati, OH 45242
513-794-1095

Impel Wealth Management

2006 4th Street

Cuyahoga Falls, OH 44221
330-800-0182

kANU Asset Management, LLC

4015 Executive Park Drive
Suite 402

Cincinnati, OH 45241
513-769-2700

The Cincinnati Cornerstone Group - Morgan Stanley

221 East 4th St Atrium Two
Suite 2200

Cincinnati, OH 45202
513-852-4467

The Western Reserve Group - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4802

Green Dolgin Wealth Management - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5123

Shea Financial Services

13477 Prospect Road
Suite 101B

Strongsville, OH 44149
440-897-9828

The Cullman/Holt Group - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-460-6568

Equity Planning Group

4041 West Sylvania Avenue
Suite 200

Toledo, OH 43623
419-842-3300

Summit Financial Group, Inc.

101 Commerce Boulevard

Loveland, OH 45140
513-891-6050

Lighthouse Wealth Management Group - UBS Financial Services Inc.

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7425

Saylor Wealth Strategies, LLC

401 Walnut St.

Coshocton, OH 43812
740-575-4782

True Alpha Wealth Management

5004 Timber Commons Drive

Sandusky, OH 44870
419-830-7043

Financial Design Ohio

893 N. Countyline Street

Fostoria, OH 44830
419-435-0634

Morgan Stanley Financial Advisors

7311 Crossleigh Court

Toledo, OH 43617
419-842-6500

CAVU Financial, LLC

89 First Street
Suite 212

Hudson, OH 44236
234-200-5461

Crescendo Finance

568 Red Oak Lane

Bay Village, OH 44140
440-527-0672

Fifth Third Preferred - Jason Austerman

7300 Yankee Road

Liberty Township, OH 45044
513-785-4047

Morgan Stanley Financial Advisors

41 South High St
Suite 2700

Columbus, OH 43215
614-228-0600

Gene Shaw Cetera Financial Specialists LLC

3322 Erie Avenue

Cincinnati, OH 45208
513-236-9862

Lori L. Kaplan, CLU

3601 Green Road
Ste 206

Beachwood, OH 44122
216-896-9985

Michael W McNary - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
614-798-3262

Joe W. Bevack - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3026

Kathleen E. Lach - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
614-798-3229

America's Retirement Headquarters

1700 Woodlands Drive

Maumee, OH 43537
419-842-0550

Daniel Winkler - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7873

Stratos Wealth Partners-Rita Maher

3750 Park East Drive
Suite 200

Beachwood, OH 44122
440-505-5646

William R. Pintaric & Associates

4407 Belmont Ave

Youngstown, OH 44505
330-707-4135

The Koch Team - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
330-419-4010

EGSI Financial

6001 Tain Dr. Suite 200

Dublin, OH 43017
614-526-4118

Ta-Check Financial

7979 Pearl Road

Strongsville, OH 44136
440-891-1200

Trusted Advisors Investment Counsel

11841 Mason Montgomery Road
Suite A

Cincinnati, OH 45249
513-469-7824

Signature Financial Group, LLC

9150 South Hills Boulevard
Suite 200

Broadview Heights, OH 44147
216-642-9556

Jay Sload - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-2844

Warren Cox - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-356-8112

Stone Financial Retirement Planning

10101 Alliance Road
Suite 180

Cincinnati, OH 45242
513-793-8445

Summit Wealth Consulting Group - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2149

Tyler Stone Group

20820 Chagrin Blvd
Suite 200

Shaker Heights, OH 44122
216-295-0945

Rayburn Financial Advisory Services, LLC

804 W Benton St.

Wapakoneta, OH 45895
419-738-5144

Cedar Brook Financial Partners

5885 Landerbrook Drive
Suite 200

Cleveland, OH 44124
440-683-9200

Prosperity N.E.O.

6240 SOM Center Road
Suite 150

Solon, OH 44139
440-542-9399

Fifth Third Securities - Nicholas Bradley

2700 North Limestone Street

Springfield, OH 45503
937-284-8844

Fifth Third Preferred - Andrea Miller

225 West Main Street

Mason, OH 45040
513-234-8850

Fifth Third Securities - Chad Balhoff

337 South Main Street

Findlay, OH 45840
419-424-8471

Clifford Robson - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5817

Fifth Third Securities - Susan Weber

8584 Princeton-Glendale

West Chester, OH 45069
513-847-0778

CORE Wealth Management Group - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4171

Bart Bucci - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-4915

The Licciardi Group - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3010

The Legacy Group - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5253

Kleinfelder Capital

8050 Hosbrook Road
Suite 200

Cincinnati, OH 45236
513-808-9700

Morgan Stanley Financial Advisors

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-835-6750

Allstate Personal Financial Representative: Barry Morris

13399 Smith Rd

Middleburg Heights, OH 44130
440-526-4800

Spearman Financial Services LLC

710 S Main St
B

Mount Vernon, OH 43050
740-397-0731

Cleveland, OH Branch Office - UBS Financial Services Inc.

600 Superior Ave East
27th Floor

Cleveland, OH 44114
216-736-2888

Hickey & Associates

26 S Vernon St

Sunbury, OH 43074
740-965-4242

KB&P Financial Partners

2230 North Limestone Street

Springfield, OH 45503
937-390-8750

Terry Bissonett - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7812

Jay Bowman - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4176

James Mayeux - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6592

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

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2771

The Wilt Scovic Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5393

Seven Hills Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2430

The MB Group of OneSeven

24400 Chagrin Boulevard
Suite 200

Beachwood, OH 44122
216-865-1700

The Rotsky Team - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-4900

Vance Financial Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1336

Robert Loeb, CFP - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5236

Kelly Financial Services Inc.

5210 Violet Knoll Ave NE

Canton, OH 44705
330-328-3763

Family Financial Planning Investments & Insurance

545 Metro Place South
Suite 100

Dublin, OH 43017
614-843-7406

Elizabeth Dreyer - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4457

Adams Wealth Management Group

7990 Clyo Road

Centerville, OH 45459
937-433-6500

RBA Financial Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1340

Sylvania, OH Branch Office - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5100

Lawrence Rogers III - UBS Financial Services Inc.

8044 Montgomery Road

Cincinnati, OH 45236
513-792-5258

Rodney D. Washington - UBS Financial Services Inc.

180 Market Street
Suite 200

New Albany, OH 43054
614-939-2063

THE RULE Wealth Management

5065 California Avenue

Louisville, OH 44641
330-875-0800

Heischman Financial Services

7676 Slate Ridge Blvd

Reynoldsburg, OH 43068
614-861-7055

Maxwell Financial Management

6530 West Campus Oval
Suite 320

New Albany, OH 43054
614-431-4345