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Find Retirement Planners for Retirement Planning in Ohio

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Ohio, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Ohio

Anne Megerle

Creative Planning

8044 Montgomery Rd. Suite 170

Cincinnati, OH 45236
(913) 3382727

David Sparks

Creative Planning

3805 Edwards Rd. Suite 550 Office 6

Cincinnati, OH 45209
(513) 5517548

Jay Lame

Creative Planning

8044 Montgomery Rd. Suite 170

Cincinnati, OH 45236
(913) 3382727

Judd Eberhart

Creative Planning

3805 Edwards Rd. Suite 550 Office 6

Cincinnati, OH 45209
(513) 3101437

Kevin Copley

Creative Planning

3805 Edwards Rd. Suite 550 Office 6

Cincinnati, OH 45209
(513) 8026595

Matt Pitzer

Creative Planning

8044 Montgomery Rd. Suite 170

Cincinnati, OH 45236
(913) 3382727

Matt Steciow

Creative Planning

1900 Polaris Parkway Suite 412

Columbus, OH 43240
(614) 7047263

Shon Anderson

Anderson Financial Strategies

2500 Stratacache Tower

Dayton, OH 45423
(937) 6109388

Adam Roslovic

Edelman Financial Engines, LLC

1 Easton Oval
Suite 340

Columbus, OH 43219
(614) 4543393

Donald Felty, PhD

Donald Felty Llc

6989 Morris Road

Fairfield Township, OH 45011
(513) 2841959

Doug Corp

Edelman Financial Engines, LLC

1449 Boardman-Canfield Rd Suite 170

Boardman, OH 44512
(330) 7263100

James Elios

Elios Financial Group, Inc.

30700 Center Ridge Road

Westlake, OH 44145
(440) 6179100

Karla Stanton CFP^®, AIF^®

Engler, Garrow & Roth, Ltd

1645 Indian Wood Circle
Ste.102

Maumee, OH 43537
(419) 7940550

Doug Kinsey

Artifex Financial Group, LLC

2305 Far Hills Avenue

Dayton, OH 45419
(885) 7526644

Chris Oberholzer

Infinity Wealth Counsel

433 West Loveland Avenue

Loveland, OH 45140
(513) 5633500

Brian Mills

Mills Financial Planning,Inc.

545 Metro Place South
Suite 100

Dublin, OH 43017
(614) 5040402

Brent Dickerson, MS CFP^® EA

Over Coffee Financial LLC

19300 Detroit Rd
Suite 204

Rocky River, OH 44116
(440) 7218052

Kevin Kroskey, CFP^®, MBA

True Wealth Design, LLC

700 Ghent Road, Suite 100

Akron, OH 44333
(330) 7770688

Maria Santiago

Edelman Financial Engines, LLC

Summit Woods I Building
100 East Business Way Suite 360

Cincinnati, OH 45241
(513) 3342851

Matt Meister

Edelman Financial Engines, LLC

10100 Innovation Drive
Suite 160

Miamisburg, OH 45342
(937) 4311925

Dave Wilder

Total Wealth Planning LLC.

4665 Cornell Rd
Suite 160

Cincinnati, OH 45241
(513) 9846696

List of Additional Retirement Planners in Ohio*

* Additional advisor listing is provided in partnership with Yext

Bush & Associates - Ameriprise Financial Services, LLC

2244 Centennial Rd

Toledo, OH 43617
4198433840

Lisa Grassbaugh - Ameriprise Financial Services, LLC

165 N Main St

Killbuck, OH 44637
3302761046

Ben Feldmeyer - Ameriprise Financial Services, LLC

6500 Centerville Business Pkwy

Dayton, OH 45459
9376105570

Renee Hefner - Ameriprise Financial Services, LLC

3378 State Route 5 NE

Cortland, OH 44410
3306385525

Glen Cleary & Associates - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
3304975304

Alpha Financial Planning

6241 Riverside Drive

Dublin, OH 43017
6143840499

Thomas Kenney - Ameriprise Financial Services, LLC

255 Executive Dr

Marion, OH 43302
7403878402

Mike Roderick - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
6147263400

Mark Kruse - Ameriprise Financial Services, LLC

2244 Centennial Rd

Toledo, OH 43617
4198433840

Theo Pericleous - Ameriprise Financial Services, LLC

3045 Newmark Dr

Miamisburg, OH 45342
9378532600

Mark Cooperrider - Ameriprise Financial Services, LLC

30100 Chagrin Blvd
Ste 180

Pepper Pike, OH 44124
2164645866

B. P. Shelley & Associates - Ameriprise Financial Services, LLC

9100 Ctr Pointe Dr
Ste 180

West Chester, OH 45069
5136422506

Rick Moller - Ameriprise Financial Services, LLC

1925 Newark Granville Rd

Granville, OH 43023
7405871592

Ziegler and Associates - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
2164478960

Tim McGarvey - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
6147263400

Alexander Reed - Ameriprise Financial Services, LLC

81 Mill St
Ste 100

Gahanna, OH 43230
6142690195

The Daniels Group - Morgan Stanley

4030 Smith Rd
Ste 200

Cincinnati, OH 45209
5135628364

Jeff Mumper - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
5137928025

ViewPoint Wealth Partners - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
2164478960

Ronald Ginter - Ameriprise Financial Services, LLC

10050 Innovation Dr
Ste 310

Miamisburg, OH 45342
9373128333

Neerja J Chaudhry - Ameriprise Financial Services, LLC

3045 Newmark Dr

Miamisburg, OH 45342
9378532610

David Sluss - Ameriprise Financial Services, LLC

5911 Renaissance Pl
Ste A

Toledo, OH 43623
4197243899

The Land Financial Group - Ameriprise Financial Services, LLC

30100 Chagrin Blvd
Ste 180

Pepper Pike, OH 44124
2164643900

Brian Miller - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
2164471470

2020 Wealth Advisors

212 East Third Street
Suite 100

Cincinnati, OH 45202
7402174148

Randy Ryan - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
6143100501

Jeff McDaniels - Ameriprise Financial Services, LLC

3333 Massillon Rd
Ste 110

Akron, OH 44312
3306288000

David M Valentine - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
3304975304

Javier Piquero - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
6143100501

Jennifer Bower - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
2164471470

John M Reymann - Ameriprise Financial Services, LLC

90 Hidden Ravines Dr

Powell, OH 43065
6143963800

Jeff Gilbert - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
6146431676

Nate Blair - Ameriprise Financial Services, LLC

8710 Cleveland Ave NW

North Canton, OH 44720
3305951700

Allan M Poturalski - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
4198425353

Shaun Patterson - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
6147263417

Stephen O'Neill - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
5137928022

Mark D Mahoney - Ameriprise Financial Services, LLC

13831 Youth St

North Lawrence, OH 44666
3308349061

Jason Gilbert - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
6146212639

M Bud Matkovic Jr - Ameriprise Financial Services, LLC

1315 Corporate Dr
Ste A

Hudson, OH 44236
3306502550

Ryan Oltorik - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
5132471522

Mark Randall - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
6146212639

Michael Price - Ameriprise Financial Services, LLC

2727 N Holland Sylvania Rd
Ste K

Toledo, OH 43615
4198428428

Bolt Financial Group

5701 N. High St.

Worthington, OH 43085
6146350102

George Goodall - Ameriprise Financial Services, LLC

5770 Gateway Blvd
Ste 104

Mason, OH 45040
5133225611

Vision Advisory Group - Ameriprise Financial Services, LLC

250 W Old Wilson Bridge Rd
Ste 150

Worthington, OH 43085
6143964029

American Portfolios

126 Northwood Dr

Dover, OH 44622
3303642605

James Bingham - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
4409347100

Ted Inbusch - Ameriprise Financial Services, LLC

571 S 3rd St

Columbus, OH 43215
3802223133

Jason Gedert - Ameriprise Financial Services, LLC

99 Ashwood Dr
Ste A

Tiffin, OH 44883
4194488215

Joseph Shults - Ameriprise Financial Services, LLC

4901 Hunt Rd
Ste 201

Blue Ash, OH 45242
5133368580

Adam Pfaff - Ameriprise Financial Services, LLC

3015 Newmark Dr

Miamisburg, OH 45342
9372472377

Anderson Financial Strategies

2500 Kettering Tower

Dayton, OH 45423
9376109388

Michael Vulku - Ameriprise Financial Services, LLC

2035 Crocker Rd
Ste 201

Westlake, OH 44145
4408998600

Jahn D Gazder - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
5139849700

David Rider - Ameriprise Financial Services, LLC

3333 Niles Cortland Rd NE

Cortland, OH 44410
3306373556

Allstate Personal Financial Representative: Mark McGinnis

3333 Massillon Rd
Ste 6

Akron, OH 44312
3306905132

Bradley A Handel - Ameriprise Financial Services, LLC

940 Windham Ct
Ste 8

Youngstown, OH 44512
3307290173

Jason Netherton - Ameriprise Financial Services, LLC

3333 Massillon Rd
Ste 110

Akron, OH 44312
3306288000

Spearman Financial Services LLC

710 S Main St
B

Mount Vernon, OH 43050
7403970731

Brian Hamilton - Ameriprise Financial Services, LLC

8710 Cleveland Ave NW

North Canton, OH 44720
3305951700

Susan Vasu - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
4409347100

Cheryl L Carpenter - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732466

Fifth Third Preferred - Christina Israel

915 Elliott Drive

Middletown, OH 45044
5139885766

Boreman Norton Cook Wealth Partners

202 North Market Street

Wooster, OH 44691
3302637800

Richard Pierce - Ameriprise Financial Services, LLC

445 Hutchinson Ave
Ste 500

Columbus, OH 43235
6149870087

Michael Alexander - Ameriprise Financial Services, LLC

90 Hidden Ravines Dr

Powell, OH 43065
6143963800

Nathan Bryan - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
6147263437

Jeffrey McGlone - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
9373122248

Landy, Hamilton & Associates - Ameriprise Financial Services, LLC

8710 Cleveland Ave NW

North Canton, OH 44720
3305951700

A Squared Financial LLC

2225 Sheringham Road

Columbus, OH 43220
6143100272

Chrystal Swope - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
3302864366

Stroud Wealth Management

1186 E Home Rd

Springfield, OH 45503
9373420100

Bart Metzler - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
5133461738

Karen F Levy - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
5135628347

Joe Flinner - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
4409347100

Ascension Wealth Management

11427 Reed Hartman Highway

Cincinnati, OH 45241
5137958070

Gene Peters - Ameriprise Financial Services, LLC

5770 Gateway Blvd
Ste 104

Mason, OH 45040
5133225611

Russell Fish - Ameriprise Financial Services, LLC

8425 Pulsar Pl
Ste 420

Columbus, OH 43240
6148467193

Tom Asimou - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
4409347100

Fifth Third Preferred - Theresa Sdrakas

30532 Detroit Road

Westlake, OH 44145
4404140087

Steven Lutz - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
5138524467

John Carnes - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
5138524462

Heath Countryman - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
9374015618

Ian Malhoit - Ameriprise Financial Services, LLC

5954 Renaissance Pl
Ste A

Toledo, OH 43623
4197259215

Appalachian Capital Management Ltd.

51461 Jennifer Lane
Suite 215

Saint Clairsville, OH 43950
7406953434

Michael Rothstein - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
6146431680

Bill Evans - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
6146212639

Malhoit & Associates - Ameriprise Financial Services, LLC

5954 Renaissance Pl
Ste A

Toledo, OH 43623
4197259213

Stephen L Schippel Consulting, LLC

33850 Parkside Dr

Columbia Station, OH 44028
6236804578

Vance Bennett Financial Services

5650 Blazer Parkway
Suite 100

Dublin, OH 43017
7409733792

Joseph Dotolo - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
6147263407

Drew Harmon - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
5139849700

Annie Zhang - Ameriprise Financial Services, LLC

3250 W Market St
Ste 300

Fairlawn, OH 44333
3304757058

April McMain - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
2164478960

Larry Klotz

655 Beaver Creek Circle

Maumee, OH 43537
4193449934

Abel Financial Strategies

3130 Winding Woods Drive

Powell, OH 43065
6144991201

Ray Jones - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
6146431677

John Viers - Ameriprise Financial Services, LLC

255 Executive Dr

Marion, OH 43302
7403878402

John R Lung - Ameriprise Financial Services, LLC

6011 Renaissance Pl
Ste 1

Toledo, OH 43623
4198415405

Andrea Larason - Ameriprise Financial Services, LLC

8425 Pulsar Pl
Ste 420

Columbus, OH 43240
6148467193

Bishop Financial Advisors

591 Boston Mills Road
Suite 500

Hudson, OH 44236
3303424080

Fifth Third Private Bank - Matthew Griffin, CFP®

38 Fountain Square Plaza

Cincinnati, OH 45202
5135348676

Denise Shafer - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
4409347100

Advanced Capital Advisory Group, LLC

8040 Hosbrook Road
Suite 300

Cincinnati, OH 45236
8664326229

Aptus Tax Advisory Group

639 Carle Avenue

Lewis Center, OH 43035
6149171040

Monica Malhoit - Morgan Stanley

6250 Levis Common Blvd, 2nd
Fl

Perrysburg, OH 43551
5673364726

Ask Rafi Retirement Lifestyle Solutions

4031 Colonel Glenn Highway
Suite 107

Beavercreek, OH 45431
9374274292

Jason Goodall - Ameriprise Financial Services, LLC

5770 Gateway Blvd
Ste 104

Mason, OH 45040
5133225611

Guidelight Financial Group - Ameriprise Financial Services, LLC

3378 State Route 5 NE

Cortland, OH 44410
3306385525

Jessica Simpson - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
6143100501

Nalli, Berardi & Associates - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
6147263400

Zachary Rice - Ameriprise Financial Services, LLC

20 South Ln

Troy, OH 45373
9373352437

Steven Zid - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
6147983239

Feldmeyer Financial Group - Ameriprise Financial Services, LLC

6500 Centerville Business Pkwy

Dayton, OH 45459
9376105570

American Portfolios of Canfield

43 North Broad Street

Canfield, OH 44406
3307021560

Nathan Daugherty - Ameriprise Financial Services, LLC

5860 Venture Dr
Ste B

Dublin, OH 43017
6143893400

Christy Stutzman - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
3304914027

Mary Deasey - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732425

Daniel Wolff - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
6144602608

Scott D Brown - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
4198425312

Jeffrey R Barone - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
3302864401

Diane Drissen-Shamrock - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
3302864392

Bradley Shelley - Ameriprise Financial Services, LLC

9100 Ctr Pointe Dr
Ste 180

West Chester, OH 45069
5136422503

Sylvania, OH Branch Office - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
4193185117

Fifth Third Preferred - Matthew Ward

2455 Hilliard Rome Road

Hilliard, OH 43026
6142198871

Jerome Van De Motter - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
2162921227

Chelsie Brenneman Gibson - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
3306704653

Allred Harris Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
5137625232

Sean O'Riordan - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
4128032155

Philip Noble - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
4198425393

Triad Group - UBS Financial Services Inc.

8044 Montgomery Road

Cincinnati, OH 45236
5137925272

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

2055 Crocker Road
Suite 201

Westlake, OH 44145
4404142771

Canton, OH Branch Office - UBS Financial Services Inc.

4774 Munson Street NW
Suite 202

Canton, OH 44718
3304984160

Redinger Wealth Management - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
4406731074

Sarran Zaring Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
5137625379

Robert M Fox - Morgan Stanley

6250 Levis Common Blvd
2nd Fl

Perrysburg, OH 43551
5673364721

Tim Dippold - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
5137625355

Mark Poulin - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732454

George Beddie - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
5133461767

John Zuba - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
5137625356

Steven M. Licciardi - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
2165233010

Paul R Hedges - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732467

Maryann Pietromonaco - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
5138524401

Cheryl Sternasty - Ameriprise Financial Services, LLC

3333 Massillon Rd
Ste 110

Akron, OH 44312
3306288045

Douglas Pyle - Ameriprise Financial Services, LLC

2244 Centennial Rd

Toledo, OH 43617
4198433840

James Stefanoff - Ameriprise Financial Services, LLC

8801 N Main St
Ste 101

Dayton, OH 45415
9372400874

Gregory T Kaufman - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
6147983247

Joseph Peters - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
5137925279

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

3601 Rigby Road

Miamisburg, OH 45342
9374281330

Christina Dawn Lutz - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
5138524474

RHC Financial Systems

16404 Madison Ave

Lakewood, OH 44107
2162267200

Ann Sanford - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
4198426503

Dean Schockling - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732476

Andrew B Weiner - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
4198425388

Joel Rupp - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
4198426505

Robert Newsock - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317854

Terry Regan - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
5138524447

Brian Mackert - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
4408926738

Mark J Morena - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
3304914005

Brian Becker - Ameriprise Financial Services, LLC

6060 Renaissance Pl
Ste H

Toledo, OH 43623
4197259211

Mose Richardson - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
5137923771

James Brandon Creech - Ameriprise Financial Services, LLC

6500 Centerville Business Pkwy

Dayton, OH 45459
9376105570

James Mayeux - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
9372266592

Kenneth Goldhoff - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
5137922433

Kimberly Feck - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
5138524173

Capital Advisory Services, LLC

8240 Beckett Park Dr
B

West Chester, OH 45069
5139427000

Betsy Gouvernayre - Ameriprise Financial Services, LLC

836 W South Boundary St
Ste 2B

Perrysburg, OH 43551
4198746923

Daniel Winkler - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317873

Alex Joseph - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
6144602680

Kleinfelder Capital

8050 Hosbrook Road
Suite 200

Cincinnati, OH 45236
5138089700

KB&P Financial Partners

2230 North Limestone Street

Springfield, OH 45503
9373908750

The Coggins Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
5137625338

April L. Salvito - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
6144602623

Troy DeBord - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
5137922483

Timothy Giglio - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
5135795939

James Johnson - Ameriprise Financial Services, LLC

250 W Old Wilson Bridge Rd
Ste 150

Worthington, OH 43085
6143964007

Brauley/Wagner Wealth Management - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
5133694131

Joshua Harrell - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
2164478960

Karen Cookston - Ameriprise Financial Services, LLC

250 W Old Wilson Bridge Rd
Ste 150

Worthington, OH 43085
6143964028

Michael Kozlowski - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
2164478960

Riverwatch Wealth Management - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
5135795870

Alexander D. Barclay - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
2165233058

Christopher Roborecki - Ameriprise Financial Services, LLC

6100 Oak Tree Blvd
Ste 105

Independence, OH 44131
2166743112

Steven Arengo, CFP, AIF - Interdependent Advisors

5450 Crestwood Drive

Mason, OH 45040
8134756171

Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317800

The Goens McCall Group - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317862

Wilsons Leather

400 South Wilson Rd.
Spc. 1045

Sunbury, OH 43074
7409654054

The Western Reserve Group - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
2343804802

Brian J Edwards - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732401

DBR & Co

811 Madison Ave
Fl 7

Toledo, OH 43604
4195749399

Lisa Szucs - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
3306707771

Carol B. Goodman - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
5135628362

Brant Giere - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
3306707723

Luke Jones - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
5139849700

Matthew R. Smith - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
5135628384

Peter Laffoon - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
5135628332

Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
3304928285

Kunkel Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
5137922118

Thomas J Metcalfe, CFP - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
2167658365

Swinehart & Associates Financial Planning And Investments

2499 W Main St

Troy, OH 45373
9373393285

CORE Wealth Management Group - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
5133694171

Allstate Personal Financial Representative: James Rightnowar

314 W Dussel Dr

Maumee, OH 43537
4197947766

Keith W Smith - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
2343804811

Gary Brahler - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
4408356811

Morgan Stanley

4030 Smith Rd
Ste 200

Cincinnati, OH 45209
5135798300

The Sophia Jose Group - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
2163604900

Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
2343804800

Allstate Personal Financial Representative: Jeffrey Little

6616 Monroe St
Ste 10

Sylvania, OH 43560
5104352000

L. Michael Roether - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
2165233006

Hickey & Associates

26 S Vernon St

Sunbury, OH 43074
7409654242

William R Sarran - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
5137625269

Roger A. Piper - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
3304914019

VILLA

3580 Mayfield Rd

Cleveland, OH 44118
2166913832

Janet Schiciano - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
2163608606

Bechtel Financial Services, Inc.

1745 Indian Wood Circle
Suite 265

Maumee, OH 43537
4198972400

Karl Kessler - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
9372914200

The NKYGroup - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
5138524410

Doug Sutton - Ameriprise Financial Services, LLC

120 E Ervin Rd

Van Wert, OH 45891
4192381610

Jack Dewitt - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
3306704616

Charles Brennan - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
2162929047

Fifth Third Private Bank - Ryan Hoskins

38 Fountain Square Plaza

Cincinnati, OH 45202
5135343966

Fifth Third Private Bank - Bradley Wilder

38 Fountain Square Plaza

Cincinnati, OH 45202
5135346595

Allstate Personal Financial Representative: Gary Tentler

2022 Locust St S

Canal Fulton, OH 44614
3308542333

Wild Bill's Tobacco

1480 N Shoop Ave

Wauseon, OH 43567
4193371000

Scoape Financial Group

7100 Dixie Highway
Suite 122

Fairfield, OH 45014
5137722191

Kurtz Bros. - Landscape Supply Center

32800 Lakeland Boulevard

Willowick, OH 44095
2169867000

Kurtz Bros. - Landscape Supply Center

1180 Miller Road
Suite 100

Avon, OH 44011
2169867000

Erin L. Stickel

1684 Woodlands Dr
Suite 100

Maumee, OH 43537
4193442716

Goosehead Insurance - Jeff Knight

1172 West Galbraith Rd
Suite 214

Cincinnati, OH 45231
5139065606

Fifth Third Private Bank - Sheila Simmons

38 Fountain Square Plaza

Cincinnati, OH 45202
5135340723

Fifth Third Insurance - Daniel Greene

38 Fountain Square Plaza

Cincinnati, OH 45202
5135340294

Fifth Third Insurance - Clif Kennedy

38 Fountain Square Plaza

Cincinnati, OH 45202
5135342052

Pure Barre

9037 Union Centre Blvd.

West Chester, OH 45069
5132049644

Stephen Berardi - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
6147263403

Mary Davenport-Yant - Ameriprise Financial Services, LLC

1234 Ridgewood Dr
Ste B

Bowling Green, OH 43402
4193546179

Lumber Liquidators Flooring Co.

6025 Kruse Drive
Suite 141

Solon, OH 44139
4407690808

Lifeguard Financial

7536 Mentor Ave

Mentor, OH 44060
4409421936

Fifth Third Mortgage - Dennis Hanisch

5001 Kingsley Drive

Cincinnati, OH 45227
8664994784

Edward Jones - Financial Advisor: Jeff Studniarz

5564 Wilson Mills Rd
Ste 103

Highland Heights, OH 44143
4404427010

VILLA

10581 St Clair Ave
Building B, Suite #1

Cleveland, OH 44108
2167610059

Edward Jones - Financial Advisor: Tyler E Schmidt

8390 E Kemper Rd
Suite C

Cincinnati, OH 45249
5132470487

Paul's Flowers

49 Public Square

Mount Vernon, OH 43050
7403977117

Primrose School of Strongsville- Coming Soon!

18713 Pearl Road

Strongsville, OH 44136
4402539922

PDS Planning

475 Metro Place S
Suite 460

Dublin, OH 43017
6144818449

Zickau & McCormick LLC

545 Metro Place S.
Suite 100

Dublin, OH 43017
6147348350

Randall Brown - Gateway Mortgage Group

2021 Park Avenue West
Ste. 101

Ontario, OH 44906
4196326640

Benjamin Borich - Morgan Stanley

545 Metro Pl South
#300

Dublin, OH 43017
6147983255

Allstate Personal Financial Representative: Brian Kennedy

16686 Hilltop Park Pl

Chagrin Falls, OH 44023
4402471777

Alan Weilacher - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
2162929081

Allstate Personal Financial Representative: Christopher Adams

9000 Broad St SW

Pataskala, OH 43062
6144061912

Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
2165233000

Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
4198426500

Financial Accounting Services, Inc

519 S Otterbein Ave
17

Westerville, OH 43081
6148902156

Terry Bissonett - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317812

Allstate Personal Financial Representative: Barry Morris

13399 Smith Rd

Middleburg Heights, OH 44130
4405264800

Allstate Personal Financial Representative: Jeff Ellis

4737 Erie Ave SW

Navarre, OH 44662
3308792200

Allstate Personal Financial Representative: George Buell

538 S Canfield Niles Rd

Austintown, OH 44515
3307922695

The CGM Group - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
5137212000

Scott Carter - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
5137922477

Elizabeth Dreyer - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
5138524457

Foster Kavanaugh Wealth Management Group - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
5137867951

Nancy L Del Grosso - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
5138524483

Mayeux Wealth Management - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
9372266592

Marmion Wealth Management - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
6144426295

Allstate Personal Financial Representative: Joseph Doner

8561 S Mason Mntg Rd
Ste 27

Mason, OH 45040
5133366624

Tj B. Johnson - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
2165233145

Allstate Personal Financial Representative: Thomas D Amico

1377 E Stroop Rd
Ste 312

Kettering, OH 45429
9377238772

Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732086

Allstate Personal Financial Representative: James Halsey

119 N Main St

Union, OH 45322
9378323343

Joseph Vinciguerra - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
6147983232

The Bracci Stuart Group - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317800

Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
3306704600

The Raab/Green Team - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
4404142778

Morgan Stanley

15 South High Street

New Albany, OH 43054
6147418915

Zachary Stanley - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
2167362815

Allstate Personal Financial Representative: Iris Kessler

26777 Lorain Rd
Ste 3

North Olmsted, OH 44070
4407168001

The Hartman/Bartel Group - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
4403568130

John R Cook - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
6147983201

April Whitehead - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
9372914200

Benjamin F. Edwards & Co.

1 E Campus View Blvd
260

Columbus, OH 43235
6148259575

Fifth Third Mortgage - Scot Pataky

309 North Leavitt Road

Amherst, OH 44001
4405060526

Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
5137212000

Landmark Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road

Cincinnati, OH 45236
5137925245

Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
5137625200

TPG Wealth Management - UBS Financial Services Inc.

43 Village Way
Suite 201

Hudson, OH 44236
3306557455

Randolph Byrd - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
9374281333

Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
2163604900

Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
6142280600

Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
4408356750

Kyle R Langerman - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
2163604937

The Campbell Investment Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
9372266583

Anastasia June Duble - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
6144426259

Lawrence J. Hayes - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
9374281329

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

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
6144426256

Dian Schmid - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317824

Metcalfe Wealth Management - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
2169101038

Chris Burt - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
3304914015

Jonathan Hale - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9372234061

Scott Masters - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
4408356815

Brian M Andzik - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317880

Scott Horning - Ameriprise Financial Services, LLC

1120 W Maple St
Ste B

Hartville, OH 44632
3308778507

Kec, Walker & Associates - Ameriprise Financial Services, LLC

2250 Levis Commons Blvd

Perrysburg, OH 43551
4193541948

Jeric Wisecup - Ameriprise Financial Services, LLC

10050 Innovation Dr
Ste 310

Miamisburg, OH 45342
9374330233

Nancy Flogge - Ameriprise Financial Services, LLC

1315 Corporate Dr
Ste A

Hudson, OH 44236
3306502550

Margaret E McLurg - Ameriprise Financial Services, LLC

6265 Emerald Pkwy
Ste 150

Dublin, OH 43016
6143895017

Gregg A. Hartman - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
4403568130

Collin Brooks - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
4408926735

Pat Patton - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
5133461776

Stephen Kohls - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
9373122214

Westlake, OH Branch Office - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
4404142740

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

18500 Lake Road
Suite 400

Rocky River, OH 44116
4403565237

The Western Reserve Financial Group - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
2162921212

Shore West Financial Group - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
4404142781

Brian D Lippert - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
3304914006

Thomas E Kahle - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732427

Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
3302864391

Chris Bidwell - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
9373122218

Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
6147983100

Fifth Third Securities - Jeremy Gates

5771 Wooster Pike

Fairfax, OH 45227
5137668601

Sanfillipo Financial

5600 Blazer Parkway
Suite 300

Dublin, OH 43017
6143583244

Embrescia Wealth Management Group

3750 Park East Drive #200a

Beachwood, OH 44122
4405055716

Financial Freedom, LLC

8044 Montgomery Road
Suite 700

Cincinnati, OH 45236
5136976400

Forestview Financial Partners

1967 Forestview Lane

Delaware, OH 43015
6149541154

Teppe Financial Services

8354 Princeton Glendale Road
Suite 216

West Chester, OH 45069
5138748381

Center for Wealth Management

4355 Ferguson Drive
Suite 200

Cincinnati, OH 45245
5134075430

Metzger Financial Services

1337 N. Cable Rd.

Lima, OH 45805
4192256067

The Fox Thistlethwaite Group - Morgan Stanley

6250 Levis Common Blvd, 2nd
Fl

Perrysburg, OH 43551
5673364722

Fifth Third Securities - Dan Markarian

120 West Kemper Road

Springdale, OH 45246
5133261199

Client Centric Financial Advisors

9961 Brewster Lane
Suite 200

Powell, OH 43065
6148693001

Niehaus Financial Services, LLC

5600 Harrison Avenue

Cincinnati, OH 45248
5134719600

Cardwell Financial Group, LLC.

7956 Clyo Road
Suite A

Centerville, OH 45459
9374360000

Stephen C. Dawes, CPA/PFS

193 E Water St.

Chillicothe, OH 45601
7407020000

Fleming Watson Financial Advisors

512 Third St

Marietta, OH 45750
7403734877

Fifth Third Securities - Nicholas Elias

9990 Montgomery Road

Montgomery, OH 45242
5136999157

Carnegie Investment Counsel

30300 Chagrin Blvd.

Pepper Pike, OH 44124
8003212322

James E. Ghory, Jr. - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317890

Uhrig Financial

71 E 2nd

Chillicothe, OH 45601
7407733331

Jason M. Orsky Wealth Management

671 Columbia Road
Suite 1

Westlake, OH 44145
4408356550

Dougherty & Associates

8044 Montgomery Rd.
Suite 450

Cincinnati, OH 45236
5137457007

Fifth Third Preferred - Renee Kapanke

309 North Leavitt Road

Amherst, OH 44001
4409880403

Eastwind Capital Wealth Management

921 Eastwind Drive
Suite 101

Westerville, OH 43081
6148882230

Fifth Third Preferred - Ivan Uskokovic

1209 Som Center Rd

Mayfield Heights, OH 44124
4404615738

Fifth Third Private Bank - Joel Stone

38 Fountain Square Plaza

Cincinnati, OH 45202
5135345766

Joe W. Bevack - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
2165233026

Martin Financial Services

1399 E Western Reserve Rd

Youngstown, OH 44514
3303146345

Professional Guidance Financial Services

103 South Main Street

Mount Vernon, OH 43050
7405042347

Lori L. Kaplan, CLU

3601 Green Road
Ste 206

Beachwood, OH 44122
2168969985

OakBridge Financial Partners, LLC

115 North Market St.

Waverly, OH 45690
7409478110

Financial Freedom, LLC

70 Birch Alley
Suite 240

Beavercreek, OH 45440
9374583661

Brian Pangburn - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
5138524403

The Gum Davis Group - Morgan Stanley

6250 Levis Common Blvd
2nd Fl

Perrysburg, OH 43551
5673364315

Matthew Terwilliger - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732462

Fifth Third Private Bank - Andrew Hollenkamp

38 Fountain Square Plaza

Cincinnati, OH 45202
5135344275

Callahan Financial

9428 Kenwood Road

Cincinnati, OH 45242
5134210800

Jane Shaffer - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
5135628313

Jonathan Young - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732477

Wm. Matthew Koch - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
3304914010

Fifth Third Securities - Nicholas Razzoog

10105 Fremont Pike

Perrysburg, OH 43551
4194105906

Jared Hoffman - Ameriprise Financial Services, LLC

100 W Old Wilson Bridge Rd
Ste 100

Worthington, OH 43085
6143964020

Fifth Third Private Bank - Christine Schaub

38 Fountain Square Plaza

Cincinnati, OH 45202
5135340195

The Aurora Group - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
4198425315

Fifth Third Securities - Matthew Martin

2570 East Main Street

Bexley, OH 43209
6142315171

Vago Financial

11351 Pearl Road
Suite 201

Strongsville, OH 44136
4406558344

Weiler Financial

195 East Broad Street

Pataskala, OH 43062
7409272435

Gregory B Wells - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
5137625367

Strategic Financial Solutions

20301 Blackfoot Ave

Euclid, OH 44117
2164811634

Peter J. Anderson, CFP, AIF

4555 Lake Forest Drive
Suite 230A

Cincinnati, OH 45242
5136934014

Fifth Third Preferred - Thomas Nehring

5833 Monroe Street

Sylvania, OH 43560
4193185534

Mark S Baer - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
3306704635

Fifth Third Preferred - Susanne Swanson

8355 East Washington Street

Chagrin Falls, OH 44023
4405435363

Fifth Third Securities - Michael Roush

1851 West Main Street

Troy, OH 45373
9373350739

The Cameron Company, LLC

2216 Pemberton Dr

Toledo, OH 43606
4194677037

The Costanzo Mack Group - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
2165233000

SS + D Financial, Inc.

1900 Kettering Tower

Dayton, OH 45423
9372204915

Kennard Financial Services

5250 Transportation Boulevard
Suite 100

Garfield Heights, OH 44125
2165817400

Amy E Meredith-Green - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
9373122224

Gary M. Gilbert and Associates, LLC

1530 West River Rd
Ste 203

Elyria, OH 44035
4403243483

Strategic Wealth Managment

1230 Lexington Avenue
Suite 101

Mansfield, OH 44907
4195226636

Carnegie Investment Counsel

2142 Alpine Pl.

Cincinnati, OH 45206
8778041905

Moyer Financial Services

521 South Main Street
Suite 200

Findlay, OH 45840
4194270097

Mentor Wealth Management Group

7322 Center Street

Mentor, OH 44060
4402055200

Praxis Capital and Investment Management

6146576060

CenTrust Wealth Management, Inc.

3200 West Market Street
Suite 300

Fairlawn, OH 44333
3308731100

The Naples Wealth Management Group - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
2343804805

Ken Boldt Financial Group, Inc.

2205 Greensburg Road

North Canton, OH 44720
3308969946

Kohn Wealth Management Advisors, LLC

9078 Union Centre Blv
Suite 350

West Chester, OH 45069
5135633469

Integrity Financial

1931 Georgetown Rd.
Suite 210

Hudson, OH 44236
3306501115

Ken B Gautschi - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
3302864413

Wholehan & Associates

2720 Centennial Road

Toledo, OH 43617
4194732323

Stevens Investment Group, Inc.

8194 Liberty Way

West Chester, OH 45069
5137557536

Fifth Third Securities - Nicholas Bradley

2700 North Limestone Street

Springfield, OH 45503
9372848844

Marlin & Associates Financial Services, LLC

100 East Jackson Street

Paulding, OH 45879
2607043272

David Cox - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317822

Jaime Goubeaux - Ameriprise Financial Services, LLC

250 W Old Wilson Bridge Rd
Ste 150

Worthington, OH 43085
6143964035

Tom Zentz - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
6147263400

Jason A Buehner - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
6146212639

W. Thomas Bascom - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
5137625213

Fifth Third Preferred - Benjamin Miller

2601 Far Hills Avenue

Oakwood, OH 45419
9374014718

Shawna Farnol Bumpus - Morgan Stanley

6250 Levis Common Blvd, 2nd
Fl

Perrysburg, OH 43551
5673364310

Mel M. Rochowiak

5600 Blazer Parkway
Ste 300

Dublin, OH 43017
6147928085

Fifth Third Securities - Chad Balhoff

337 South Main Street

Findlay, OH 45840
4194248471

Staich Financial LLC

99 Park Avenue West, 2nd Floor
Suite E

Mansfield, OH 44902
4195643001

Voya Financial Advisors, Derek Stiles

10100 Innovation Drive
Suite 120

Miamisburg, OH 45342
9373535475

Nicole T Edwards - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732402

Jason E Haines - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
3306707772

The FLM Group - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
2163604974

William M Ward - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
9373122220

Fifth Third Preferred - Saverio Grippa

6403 Branch Hill Guinea Pike

Loveland, OH 45140
5139655160

Brian Miller - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732415

The ONE Columbus Group - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732489

The Andrew Weiner & Crane Team - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
4198425352

Anna Vargo - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
2165233070

Victoria Hayward - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
6142294924

Stratos Wealth Partners

300 E. Broad St
Suite 530

Columbus, OH 43215
6146104862

Gary Liebel - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
2163604916

Max K Plunkett II - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
9373122240

Matthew Zakelj - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732478

Brian T. Bascom - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
5137625359

Erin Hackett - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732490

Nancy Foltz - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
2163604905

Stephen Burt - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
3304914034

The Waypoint Group - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
3302864400

Laura Ann Tomco - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
2165233112

Stephen E Dauer - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
5137625368

Brendan Cunningham - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317853

Max Van Benschoten - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
5137625375

James Woods - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
3306704608

R. Randall Bolin - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317871

Brian Lake - Ameriprise Financial Services, LLC

4481 Munson Rd NW
Ste 304

Canton, OH 44718
3304930063

Steven Frederick - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
2164478960

Jose L. Chavez - The Rosselot Financial Group

7426 Jager Court

Cinncinati, OH 45230
5132334312

Halm Investment Services

2151 Western Avenue

Chillicothe, OH 45601
7407721027

Laurie Gerdy - Ameriprise Financial Services, LLC

3378 State Route 5 NE

Cortland, OH 44410
3306385525

Fifth Third Preferred - Theodore Rolf

825 Market Street West

Troy, OH 45373
9378754671

Fifth Third Private Bank - Robert Lambert

38 Fountain Square Plaza

Cincinnati, OH 45263
5135345261

Fifth Third Preferred - Benjamin Hout

9990 Montgomery Road

Montgomery, OH 45242
5136999396

Fifth Third Preferred - Alex Crowthers

1196 Ohio Pike

Amelia, OH 45102
5138430171

Balanced Wealth Group - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
3304975304

Fifth Third Private Bank - Charles Grimm

600 Superior Avenue

Cleveland, OH 44114
2162745350

Shaffer Capital

550 Polaris Parkway
Suite 130

Westerville, OH 43082
6148911200

Andy Fugazzi - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
6143100501

William Shulack - Ameriprise Financial Services, LLC

81 Mill St
Ste 100

Gahanna, OH 43230
6143100501

R David Riedy Jr - Ameriprise Financial Services, LLC

1338 E Perkins Ave
Ste 101

Sandusky, OH 44870
4196265509

Eric Esposito - Ameriprise Financial Services, LLC

255 Executive Dr

Marion, OH 43302
7403878402

Marie Elmlinger Shultz - Ameriprise Financial Services, LLC

1604 E Perkins Ave
Ste 109

Sandusky, OH 44870
4196240606

Mullenbrock & Associates - Ameriprise Financial Services, LLC

228 W Ash St

Piqua, OH 45356
9377738500

The Legacy Group - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
5137925253

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

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
3306657482

CAVU Financial, LLC

89 First Street
Suite 212

Hudson, OH 44236
2342005461

Fifth Third Preferred - Daniel Doerflein

3636 Springdale Road

Cincinnati, OH 45251
5139235448

Equity Planning Group

4041 West Sylvania Avenue
Suite 200

Toledo, OH 43623
4198423300

Legacy Planning Group - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
6146212639

Michael Morger - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
5133461766

The Smith Group - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
2343804800