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

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

How To Find Best Financial Advisors & Planners in Ohio?

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

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

List of Qualified Financial Advisors in Ohio

Shon Anderson

Anderson Financial Strategies

2500 Stratacache Tower

Dayton, OH 45423

937-610-9388

Adam Roslovic

Edelman Financial Engines, LLC

1 Easton Oval
Suite 340

Columbus, OH 43219

614-454-3393

Dan Brown

LPL Financial

11260 Chester Rd Suite 250

Cincinnati, OH 45246

513-252-6140

Jeffrey A. Bogart

Jeffrey A Bogart Investment Advisor DBA Sila Wealth Advisory

6690 Beta Dr #201

Mayfield Village, OH 44143

216-292-8700

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

Doug Kinsey

Artifex Financial Group, LLC

2305 Far Hills Avenue

Dayton, OH 45419

885-752-6644

Britton Riley

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

888-242-6766

Brian Mills

Mills Financial Planning,Inc.

5910 Wilcox Place
Suite F

Dublin, OH 43016

614-504-0402

Kevin Kroskey

True Wealth Design, LLC

700 Ghent Road, Suite 100

Akron, OH 44333

330-777-0688

Matt Meister

Edelman Financial Engines, LLC

10100 Innovation Drive
Suite 160

Miamisburg, OH 45342

937-510-4236

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

George Goodall - Ameriprise Financial Services, LLC

5770 Gateway Blvd
Ste 104

Mason, OH 45040
513-322-5611

Chris Saul - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-792-8026

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

Drew Harmon - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-984-9700

Craig Sutherland - Ameriprise Financial Services, LLC

6500 Centerville Business Pkwy

Dayton, OH 45459
937-610-5570

Connie Davis - Ameriprise Financial Services, LLC

1925 Newark Granville Rd

Granville, OH 43023
740-587-1592

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

Seven Hills Capital Advisors

9380 Main St
4

Cincinnati, OH 45242
513-891-0438

Bolt Financial Group

5701 N. High St.

Worthington, OH 43085
614-635-0102

American Portfolios

126 Northwood Dr

Dover, OH 44622
330-364-2605

Christian T Hammer-Huber - Ameriprise Financial Services, LLC

17550 Parkside Dr

North Royalton, OH 44133
440-877-9717

Anthony Lapinto Jr - Ameriprise Financial Services, LLC

4481 Munson Rd NW
Ste 304

Canton, OH 44718
330-493-0063

Christopher D Gallaugher - Ameriprise Financial Services, LLC

400 W Wilson Bridge Rd
Ste 280

Worthington, OH 43085
614-848-3437

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

First Command Financial Advisor - Scott Rehm

735 Taylor Rd
Ste 205

Columbus, OH 43230
614-944-5720

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

John Viers - Ameriprise Financial Services, LLC

255 Executive Dr

Marion, OH 43302
740-387-8402

Gary Paul - Ameriprise Financial Services, LLC

2250 Levis Commons Blvd

Perrysburg, OH 43551
419-354-1948

Fifth Third Private Bank - Stephanie Jones

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-5765

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

Jaime Goubeaux - Ameriprise Financial Services, LLC

250 W Old Wilson Bridge Rd
Ste 150

Worthington, OH 43085
614-396-4035

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

James Gleason - Ameriprise Financial Services, LLC

400 W Wilson Bridge Rd
Ste 280

Worthington, OH 43085
614-848-3437

Appalachian Capital Management Ltd.

51461 Jennifer Lane
Suite 215

Saint Clairsville, OH 43950
740-695-3434

Jason Harsh - Ameriprise Financial Services, LLC

6011 Renaissance Pl
Ste 2

Toledo, OH 43623
419-882-1948

Ask Rafi Retirement Lifestyle Solutions

4031 Colonel Glenn Highway
Suite 107

Beavercreek, OH 45431
937-427-4292

Jeff McDaniels - Ameriprise Financial Services, LLC

3333 Massillon Rd
Ste 110

Akron, OH 44312
330-628-8000

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

Neerja J Chaudhry - Ameriprise Financial Services, LLC

3045 Newmark Dr

Miamisburg, OH 45342
937-853-2610

Ronald Ginter - Ameriprise Financial Services, LLC

10050 Innovation Dr
Ste 310

Miamisburg, OH 45342
937-312-8333

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

George Beddie and Associates - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-671-9773

Pure Barre

9037 Union Centre Blvd.

West Chester, OH 45069
513-204-9644

First Command Financial Advisor - Chris Henn

51 Plum Street
Ste 260

Beavercreek, OH 45440
937-429-4490

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

Lighthouse Wealth Management Group - UBS Financial Services Inc.

4774 Munson Street NW
Suite 202

Canton, OH 44718
330-498-4161

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

Hurst & Associates - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
937-291-4200

Timothy Mackey - Ameriprise Financial Services, LLC

4605 E Galbraith Rd
Ste 190

Cincinnati, OH 45236
513-792-5425

Sandstone Financial Group - Ameriprise Financial Services, LLC

8425 Pulsar Pl
Ste 420

Columbus, OH 43240
614-846-7193

Patty Quiñónez - Ameriprise Financial Services, LLC

4600 Rockside Rd
Ste 200

Independence, OH 44131
216-373-2700

First Command Financial Advisor - Gregory Barnhart

735 Taylor Rd
Ste 205

Columbus, OH 43230
614-944-5720

Paul J La Banc - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

Ray Jones - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
614-643-1677

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

Adam Baker

3401 Richmond Road

Beachwood, OH 44122
440-526-5843

Daniel T Austria - Ameriprise Financial Services, LLC

67 Marydale Dr
Ste A

Beavercreek, OH 45440
937-431-9224

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

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

Kay M Williamson - Ameriprise Financial Services, LLC

445 Hutchinson Ave
Ste 500

Columbus, OH 43235
614-987-0087

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

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

The Cincinnati Cornerstone Group - Morgan Stanley

221 East 4th St Atrium Two
Suite 2200

Cincinnati, OH 45202
513-852-4458

Cheryl Sternasty - Ameriprise Financial Services, LLC

3333 Massillon Rd
Ste 110

Akron, OH 44312
330-628-8045

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

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

Helen Colon - Ameriprise Financial Services, LLC

1070 Polaris Pkwy
Ste 130

Columbus, OH 43240
614-823-8660

Fifth Third Preferred - Adam Baker

7414 Broadview Road

Parma, OH 44134
216-606-0120

Robert Kish

955 Boardman-Poland Rd

Boardman, OH 44512
330-319-2323

John Gross

248 Howe Ave

Cuyahoga Falls, OH 44221
330-835-2861

Personal Financial Advisors

70 E Columbus St

Pickerington, OH 43147
614-837-7000

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

Bradley A Handel - Ameriprise Financial Services, LLC

940 Windham Ct
Ste 8

Youngstown, OH 44512
330-729-0173

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

Darin Hasson - Ameriprise Financial Services, LLC

965 Windham Ct
Ste 5

Youngstown, OH 44512
330-729-1096

Andrew Benson - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8319

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

Dexter James - Ameriprise Financial Services, LLC

3891 State Rd

Cuyahoga Falls, OH 44223
216-798-2596

Daniel McKenna - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-3603

Christopher Roborecki - Ameriprise Financial Services, LLC

6100 Oak Tree Blvd
Ste 105

Independence, OH 44131
216-674-3112

Michelle Hansen

780 W State St

Alliance, OH 44601
330-823-7495

Balaram Kaimal - Ameriprise Financial Services, LLC

2104 Front St
Ste C

Cuyahoga Falls, OH 44221
330-256-1375

Barry Whitt - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-931-5400

Gene Peters - Ameriprise Financial Services, LLC

5770 Gateway Blvd
Ste 104

Mason, OH 45040
513-322-5611

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

Douglas Pyle - Ameriprise Financial Services, LLC

2244 Centennial Rd

Toledo, OH 43617
419-843-3840

Cardinal Wealth Management

626 North 4th Street
Suite 101

Steubenville, OH 43952
740-314-8342

Bart Metzler - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1738

Harbor Light Wealth Advisors - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

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

Sanfillipo Financial

5600 Blazer Parkway
Suite 300

Dublin, OH 43017
614-358-3244

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

SS + D Financial, Inc.

1900 Kettering Tower

Dayton, OH 45423
937-220-4915

Kennard Financial Services

5250 Transportation Boulevard
Suite 100

Garfield Heights, OH 44125
216-581-7400

Ken Boldt Financial Group, Inc.

2205 Greensburg Road

North Canton, OH 44720
330-896-9946

Gary M. Gilbert and Associates, LLC

1530 West River Rd
Ste 203

Elyria, OH 44035
440-324-3483

Integrity Financial

1931 Georgetown Rd.
Suite 210

Hudson, OH 44236
330-650-1115

Kohn Wealth Management Advisors, LLC

9078 Union Centre Blv
Suite 350

West Chester, OH 45069
513-563-3469

Strategic Wealth Managment

1230 Lexington Avenue
Suite 101

Mansfield, OH 44907
419-522-6636

Stevens Investment Group, Inc.

8194 Liberty Way

West Chester, OH 45069
513-755-7536

Wholehan & Associates

2720 Centennial Road

Toledo, OH 43617
419-473-2323

Callahan Financial

9428 Kenwood Road

Cincinnati, OH 45242
513-421-0800

Fifth Third Securities - Nicholas Razzoog

10105 Fremont Pike

Perrysburg, OH 43551
419-410-5906

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

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

Chris Walker - Ameriprise Financial Services, LLC

2250 Levis Commons Blvd

Perrysburg, OH 43551
419-354-1948

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

Anthony Mampieri - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-229-4907

Michael Rothstein - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
614-643-1680

Saylor Wealth Strategies, LLC

401 Walnut St.

Coshocton, OH 43812
740-575-4782

Andrea Larason - Ameriprise Financial Services, LLC

8425 Pulsar Pl
Ste 420

Columbus, OH 43240
614-846-7193

Elizabeth Dreyer - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4457

Jeffrey Kota - Ameriprise Financial Services, LLC

290 E Milltown Rd
Ste C

Wooster, OH 44691
330-263-1930

Derek Hassenpflug - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-984-9700

Michael J Perez - Ameriprise Financial Services, LLC

445 Hutchinson Ave
Ste 200

Columbus, OH 43235
614-505-0865

Vivian Caroline Cosio | New York Life

11855 Tennyson Dr

Cincinnati, OH 45241
513-469-1952

The Lowe Pfaff Group - Ameriprise Financial Services, LLC

3015 Newmark Dr

Miamisburg, OH 45342
937-247-2379

Donald Grassi - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

Goodall & Peters Financial Advisory Group - Ameriprise Financial Services, LLC

5770 Gateway Blvd
Ste 104

Mason, OH 45040
513-322-5611

Allred Harris Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5232

Ted Inbusch - Ameriprise Financial Services, LLC

571 S 3rd St

Columbus, OH 43215
380-222-3133

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

John Becker - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

Tom Brizzolara - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-247-1532

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

Brian Miller - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-1470

Brian J Golden - Ameriprise Financial Services, LLC

8425 Pulsar Pl
Ste 420

Columbus, OH 43240
614-846-7193

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

Robert Hill - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8394

Danny Skrbis - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

Fifth Third Preferred - Darci Schroeder

6600 Airport Highway

Holland, OH 43528
419-873-2862

Brian Herald - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3400

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

Angela Monateri - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

Barbara G Malhoit - Ameriprise Financial Services, LLC

5954 Renaissance Pl
Ste A

Toledo, OH 43623
419-725-9213

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

April McMain - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

Andy Fugazzi - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
614-310-0501

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

Shaun Patterson - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3417

Peter Risch - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2464

FC Wealth Solutions

440 Polaris Pkwy

Westerville, OH 43082
614-212-1015

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

Frances Milano - Ameriprise Financial Services, LLC

67 Marydale Dr
Ste A

Beavercreek, OH 45440
937-431-9224

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

Gary Hurst - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
937-401-5616

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

Michael Broughton - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1781

Ritter Daniher Financial Advisory, LLC

7661 Beechmont Avenue
Suite 200

Cincinnati, OH 45255
513-233-0715

Robert F Skrbis - Ameriprise Financial Services, LLC

22901 Millcreek Blvd
Ste 375

Cleveland, OH 44122
216-514-7100

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

James Johnson - Ameriprise Financial Services, LLC

250 W Old Wilson Bridge Rd
Ste 150

Worthington, OH 43085
614-396-4007

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

Fifth Third Preferred - Andrea Miller

225 West Main Street

Mason, OH 45040
513-521-5090

Everhart Advisors

535 Metro Pl S
100

Dublin, OH 43017
614-717-9705

Sutton & Associates - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1771

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

Van Winkle Wealth Management Group, LLC

263 Deo Dr

Newark, OH 43055
740-366-1110

Jane Lalli - Ameriprise Financial Services, LLC

8972 Darrow Rd
Ste A202-B

Twinsburg, OH 44087
330-486-0777

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

James Schmitt - Ameriprise Financial Services, LLC

22901 Millcreek Blvd
Ste 375

Cleveland, OH 44122
216-514-7100

Jason A Buehner - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
614-621-2639

Landing Point Financial Group - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
440-934-7100

Jason Goodall - Ameriprise Financial Services, LLC

5770 Gateway Blvd
Ste 104

Mason, OH 45040
513-322-5611

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

Marie T Shultz - Ameriprise Financial Services, LLC

1604 E Perkins Ave
Ste 109

Sandusky, OH 44870
419-624-0606

Jason Gedert - Ameriprise Financial Services, LLC

99 Ashwood Dr
Ste A

Tiffin, OH 44883
419-448-8215

Justin R Wurster - Ameriprise Financial Services, LLC

228 W Ash St

Piqua, OH 45356
937-773-8500

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

Gregory Timura - Ameriprise Financial Services, LLC

2035 Crocker Rd
Ste 201

Westlake, OH 44145
440-899-8600

Royalton Insurance Agency

10147 Royalton Road
Suite B

Cleveland, OH 44133
440-230-5385

Joseph Dotolo - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3407

Dan Leslie

7100 East Pleasant Valley Drive
Suite 350

Independence, OH 44131
216-360-7465

Heath Countryman - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
937-401-5618

Joshua Nalli - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3404

Jahn D Gazder - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-984-9700

Kelly Pariso - Ameriprise Financial Services, LLC

972 E Turkeyfoot Lake Rd

Akron, OH 44312
330-595-4321

Bullington Capital Management

3875 Embassy Parkway
Suite 310

Fairlawn, OH 44333
330-664-0700

Marie Chiarucci - Ameriprise Financial Services, LLC

1315 Corporate Dr
Ste A

Hudson, OH 44236
330-650-2550

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

Javier Piquero - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
614-310-0501

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

Eileen Sindelar-Ivan - UBS Financial Services Inc.

4774 Munson Street NW
Suite 202

Canton, OH 44718
330-498-4172

The Eyerman Group - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-673-1062

Lynne Peters - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
330-497-5304

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