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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

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James Elios

Elios Financial Group, Inc.

30700 Center Ridge Road

Westlake, OH 44145

440-617-9100

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Karla Stanton

Engler, Garrow & Roth, Ltd

1645 Indian Wood Circle
Ste.102

Maumee, OH 43537

419-794-0550

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Michael Kelsey

LPL Financial

425 Metro Place North #620

Dublin, OH 43017

614-419-1503

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Dave Wilder

Total Wealth Planning LLC.

4665 Cornell Rd
Suite 160

Cincinnati, OH 45241

513-984-6696

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Rick Scheeler, CFP®

Scheeler Financial Group

9078 Union Centre Blvd, Suite 202

West Chester, OH 45069

513-883-6100

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Adam Roslovic

Edelman Financial Engines, LLC

1 Easton Oval
Suite 340

Columbus, OH 43219

614-454-3393

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Brian Mills

Mills Financial Planning,Inc.

5910 Wilcox Place
Suite F

Dublin, OH 43016

614-504-0402

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Britton Riley

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

888-242-6766

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Dan Brown

National Wealth Management Group / LPL Financial

11260 Chester Rd Suite 250

Cincinnati, OH 45246

513-252-6140

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Doug Kinsey

Artifex Financial Group, LLC

2305 Far Hills Avenue

Dayton, OH 45419

855-752-6644

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Glenn Downs

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

888-242-6766

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Justin Kattau

Edelman Financial Engines, LLC

10100 Innovation Drive
Suite 160

Miamisburg, OH 45342

937-490-4548

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Kevin Kroskey

True Wealth Design, LLC

700 Ghent Road, Suite 100

Akron, OH 44333

330-777-0688

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Johnathan W. Roberts

Auxin Group

2923 Smith Rd, Suite 202

Akron, OH 44333

330-237-4065

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Axim Planning & Wealth

Axim Planning & Wealth

4 Sycamore Creek Drive

Springboro, OH 45066

937-291-2060

List of Additional Retirement Planners in Ohio*

* Additional advisor listing is provided in partnership with Yext

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William J Allen - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8361

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Brad Johnson - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
614-643-1691

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Alpha Financial Planning

6241 Riverside Drive

Dublin, OH 43017
614-384-0499

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The McLaughlin Wealth Management Group - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4414

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Chris Gnandt - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
330-497-5304

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Bush & Associates - Ameriprise Financial Services, LLC

2244 Centennial Rd

Toledo, OH 43617
419-843-3840

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Craig Sutherland - Ameriprise Financial Services, LLC

6500 Centerville Business Pkwy

Dayton, OH 45459
937-610-5570

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The Land Financial Group - Ameriprise Financial Services, LLC

30100 Chagrin Blvd
Ste 180

Pepper Pike, OH 44124
216-464-3900

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Comprehensive Wealth Partners - Ameriprise Financial Services, LLC

90 Hidden Ravines Dr

Powell, OH 43065
614-396-3800

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Boreman Norton Cook Wealth Partners

202 North Market Street

Wooster, OH 44691
330-263-7800

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Edward Jones - Financial Advisor: Jake Bruns, AAMS"

30 S Main St

Minster, OH 45865
567-603-0001

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2020 Wealth Advisors

212 East Third Street
Suite 100

Cincinnati, OH 45202
740-217-4148

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James Stefanoff - Ameriprise Financial Services, LLC

8801 N Main St
Ste 101

Dayton, OH 45415
937-240-0874

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The Misquitta Group - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4600

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Bolt Financial Group

5701 N. High St.

Worthington, OH 43085
614-635-0102

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American Portfolios

126 Northwood Dr

Dover, OH 44622
330-364-2605

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Christian T Hammer-Huber - Ameriprise Financial Services, LLC

17550 Parkside Dr

North Royalton, OH 44133
440-877-9717

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Anthony Lapinto Jr - Ameriprise Financial Services, LLC

4481 Munson Rd NW
Ste 304

Canton, OH 44718
330-493-0063

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Anderson Financial Strategies

2500 Kettering Tower

Dayton, OH 45423
937-610-9388

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Allstate Personal Financial Representative: James Rightnowar

314 W Dussel Dr

Maumee, OH 43537
419-794-7766

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Be Well Health & Wealth Advisors

12955 Cleveland Avenue NW

Uniontown, OH 44685
330-699-2223

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Advanced Capital Advisory Group, LLC

8040 Hosbrook Road
Suite 300

Cincinnati, OH 45236
866-432-6229

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Aptus Tax Advisory Group

639 Carle Avenue

Lewis Center, OH 43035
614-917-1040

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A Squared Financial LLC

2225 Sheringham Road

Columbus, OH 43220
614-310-0272

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Jeff Vannatta - Ameriprise Financial Services, LLC

4003 Rhodes Ave

New Boston, OH 45662
740-456-8297

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Castle Group - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-910-1006

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David Satterwhite - Ameriprise Financial Services, Inc.

621 Wooster Pike
Ste 6

Terrace Park, OH 45174
513-239-5206

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Ascension Wealth Management

11427 Reed Hartman Highway

Cincinnati, OH 45241
513-795-8070

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David F Whitesmith - Ameriprise Financial Services, LLC

1512 W Church St

Newark, OH 43055
740-349-3878

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Bishop Financial Advisors

591 Boston Mills Road
Suite 500

Hudson, OH 44236
330-342-4080

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Lifeguard Financial

7536 Mentor Ave

Mentor, OH 44060
440-942-1936

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Abel Financial Strategies

3130 Winding Woods Drive

Powell, OH 43065
614-499-1201

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American Portfolios of Canfield

43 North Broad Street

Canfield, OH 44406
330-702-1560

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Walter Goggans - Ameriprise Financial Services, LLC

2 Summit Park Dr
Ste 240

Independence, OH 44131
216-283-5709

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Fifth Third Private Bank - Damon Muldoon

21 East State Street

Columbus, OH 43215
614-744-5422

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Michael Alexander - Ameriprise Financial Services, LLC

90 Hidden Ravines Dr

Powell, OH 43065
614-396-3800

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Sherri Bleichner - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
614-310-0507

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Libertas Wealth Management Group, Inc.

5003 Horizons Dr
200

Columbus, OH 43220
614-543-1350

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Appalachian Capital Management Ltd.

51461 Jennifer Lane
Suite 215

Saint Clairsville, OH 43950
740-695-3434

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Sandstone Financial Group - Ameriprise Financial Services, LLC

8425 Pulsar Pl
Ste 420

Columbus, OH 43240
614-846-7193

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The NorthCoast Group - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-360-4900

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Ask Rafi Retirement Lifestyle Solutions

4031 Colonel Glenn Highway
Suite 107

Beavercreek, OH 45431
937-427-4292

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Jeff McDaniels - Ameriprise Financial Services, LLC

3333 Massillon Rd
Ste 110

Akron, OH 44312
330-628-8000

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Jason Gedert - Ameriprise Financial Services, LLC

99 Ashwood Dr
Ste A

Tiffin, OH 44883
419-448-8215

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

9100 Ctr Pointe Dr
Ste 180

West Chester, OH 45069
513-642-2506

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Chelsie Brenneman Gibson - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4653

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Mark Duricky - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-8631

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Wild Bill's Tobacco

1480 N Shoop Ave

Wauseon, OH 43567
419-337-1000

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

5770 Gateway Blvd
Ste 104

Mason, OH 45040
513-322-5611

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Kurtz Bros. - Landscape Supply Center

1180 Miller Road
Suite 100

Avon, OH 44011
216-986-7000

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Kurtz Bros. - Landscape Supply Center

32800 Lakeland Boulevard

Willowick, OH 44095
216-986-7000

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Erin L. Stickel

1684 Woodlands Dr
Suite 100

Maumee, OH 43537
419-344-2716

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Goosehead Insurance - Jeff Knight

1172 West Galbraith Rd
Suite 214

Cincinnati, OH 45231
513-906-5606

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Fifth Third Insurance - Daniel Greene

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-0294

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Fifth Third Insurance - Clif Kennedy

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-2052

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Pure Barre

9037 Union Centre Blvd.

West Chester, OH 45069
513-204-9644

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Synergy Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1377

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Fifth Third Mortgage - Dennis Hanisch

5001 Kingsley Drive

Cincinnati, OH 45227
866-499-4784

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Lumber Liquidators Flooring Co.

6025 Kruse Drive
Suite 141

Solon, OH 44139
440-769-0808

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Vance Bennett Financial Services

5650 Blazer Parkway
Suite 100

Dublin, OH 43017
740-973-3792

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Larry Klotz

655 Beaver Creek Circle

Maumee, OH 43537
419-344-9934

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Edward Jones - Financial Advisor: Mike Holdford, AAMS"

154 Youngstown-Hubbard Road
Suite F

Hubbard, OH 44425
330-534-0890

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Paul's Flowers

49 Public Square

Mount Vernon, OH 43050
740-397-7117

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Primrose School of Strongsville- Coming Soon!

18713 Pearl Road

Strongsville, OH 44136
440-253-9922

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

180 Market Street
Suite 200

New Albany, OH 43054
614-939-2060

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

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-331-2500

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Scott Jones - UBS Financial Services Inc.

8044 Montgomery Road
Suite 100W

Cincinnati, OH 45236
513-792-2414

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Jason A Buehner - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
614-621-2639

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Connor Harmer | Equitable Advisors

1001 Lakeside Ave. E.
Suite 1650

Cleveland, OH 44114
216-615-7483

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The Kern Team - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6546

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M Bud Matkovic Jr - Ameriprise Financial Services, LLC

1315 Corporate Dr
Ste A

Hudson, OH 44236
330-650-2550

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The Archibald Financial Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1362

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Aaron Vaughn - Ameriprise Financial Services, LLC

1991 Crocker Rd
Ste 300

Westlake, OH 44145
440-385-0208

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Jeff Gilbert - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
614-643-1676

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Timothy Mackey - Ameriprise Financial Services, LLC

4605 E Galbraith Rd
Ste 190

Cincinnati, OH 45236
513-792-5425

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Nalli, Berardi & Associates - Ameriprise Financial Services, LLC

250 W Old Wilson Bridge Rd
Ste 150

Worthington, OH 43085
614-726-3400

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Bechtel Financial Services, Inc.

1745 Indian Wood Circle
Suite 265

Maumee, OH 43537
419-897-2400

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Individual Financial Services

3708 Columbus Ave
9

Sandusky, OH 44870
419-515-0862

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Mose Richardson Jr. - UBS Financial Services Inc.

8044 Montgomery Road
Suite 100W

Cincinnati, OH 45236
513-792-3771

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Robert F Skrbis - Ameriprise Financial Services, LLC

22901 Millcreek Blvd
Ste 375

Cleveland, OH 44122
216-514-7100

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Benjamin O. Kirksey - UBS Financial Services Inc.

4774 Munson Street NW
Suite 202

Canton, OH 44718
330-498-4165

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Edward Jones - Financial Advisor: Georgia R Beach, AAMS"

5502 Market Avenue North
Suite A

Canton, OH 44721
330-499-1524

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Staats Rizor Financial Group - UBS Financial Services Inc.

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7418

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

3601 Rigby Road

Miamisburg, OH 45342
937-428-1330

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

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5256

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John Kopeck - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-247-1542

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Luke Jones - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-984-9700

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Keith Meyer - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-431-7848

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Allstate Personal Financial Representative: Gregory Davis

4700 Wilmington Pike

Kettering, OH 45440
937-307-8938

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Balanced Wealth Group - Ameriprise Financial Services, LLC

1991 Crocker Rd
Ste 300

Westlake, OH 44145
440-871-6501

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Edward Jones

890 High Street
Ste 220

Worthington, OH 43085
614-431-2441

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Landmark Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road

Cincinnati, OH 45236
513-792-5245

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Andrew Hudak

419-482-5590

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BCS Wealth Partners - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2766

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Ryan A. Mink - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7850

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Robert S Castellini - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8303

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Morgan Stanley Financial Advisors

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4600

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Brian Dannemiller - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7872

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The Rupp Williams Nolette Group - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-6509

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Charles Romano III - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-229-4910

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The Himich Group - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-5369

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Jason E Haines - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-7772

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Morgan Stanley

4030 Smith Rd
Ste 200

Cincinnati, OH 45209
513-579-8300

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Kay M Williamson - Ameriprise Financial Services, LLC

445 Hutchinson Ave
Ste 500

Columbus, OH 43235
614-987-0087

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RHC Financial Systems

16404 Madison Ave

Lakewood, OH 44107
216-226-7200

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Morgan Stanley Financial Advisors

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-721-2000

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Fifth Third Securities - Jacob Kucia

28300 Chagrin Boulevard

Woodmere, OH 44122
440-384-2165

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Steven M. Licciardi - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3010

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James Brandon Creech - Ameriprise Financial Services, LLC

6500 Centerville Business Pkwy

Dayton, OH 45459
937-610-5570

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Charles Brennan - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-292-9047

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Bob Kinsella - Morgan Stanley

4030 Smith Rd
Ste 200

Cincinnati, OH 45209
513-562-8349

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Tj B. Johnson - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3145

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The Eyerman Group - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-673-1062

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Ryan Romer-Jordan - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
614-621-2639

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Steven Arengo, CFP, AIF - Interdependent Advisors

5450 Crestwood Drive

Mason, OH 45040
813-475-6171

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The Heritage Group - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4612

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Jeffrey Benner - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
330-493-0063

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James Hider - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5876

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Fifth Third Preferred - Chris Poppa

915 Elliott Drive

Middletown, OH 45044
513-988-5766

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Metzger Financial Services

1337 N. Cable Rd.

Lima, OH 45805
419-225-6067

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Wild Bill's Tobacco

1420 Scott St.

Napoleon, OH 43545
567-264-4027

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Wild Bill's Tobacco

820 N. Locust St.

Ottawa, OH 45875
419-523-3800

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Kurtz Bros. - Landscape Supply Center

5915 Canal Road

Valley View, OH 44125
216-986-7000

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Earth 'n Wood

2436 South Arlington Road

Akron, OH 44319
330-644-1900

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AutoZone Auto Parts

4795 Milan Rd

Sandusky, OH 44870
567-998-7400

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Jon Peavy - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-8609

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Malhoit & Associates - Ameriprise Financial Services, LLC

5954 Renaissance Pl
Ste A

Toledo, OH 43623
419-725-9213

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The Noble Group - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-5343

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Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-4900

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Nicole M Glowka - Ameriprise Financial Services, LLC

9100 Ctr Pointe Dr
Ste 180

West Chester, OH 45069
513-642-2508

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Michael Price - Ameriprise Financial Services, LLC

2727 N Holland Sylvania Rd
Ste K

Toledo, OH 43615
419-842-8428

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John Gross

248 Howe Ave

Cuyahoga Falls, OH 44221
330-835-2861

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Edward Pero

1065 North Court St
Suite C

Medina, OH 44256
216-382-5320

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Fifth Third Insurance - Graham Vollmer

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-2865

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Fifth Third Insurance - Michael McGraw

38 Fountain Square Plaza

Cincinnati, OH 45202
513-381-7881

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Fifth Third Mortgage - Scot Pataky

309 North Leavitt Road

Amherst, OH 44001
440-506-0526

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PDS Planning

475 Metro Place S
Suite 460

Dublin, OH 43017
614-481-8449

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Zickau & McCormick LLC

545 Metro Place S.
Suite 100

Dublin, OH 43017
614-734-8350

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Fifth Third Mortgage - Benjamin Rawe

5001 Kingsley Drive

Cincinnati, OH 45227
513-358-4835

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Brian Becker - Ameriprise Financial Services, LLC

6060 Renaissance Pl
Ste H

Toledo, OH 43623
419-725-9211

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Financial Accounting Services, Inc

519 S Otterbein Ave
17

Westerville, OH 43081
614-890-2156

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YogaSix

757 Alpha Drive

Highland Heights, OH 44143
888-964-2749

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Sara Colton - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
614-310-0501

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Pelorus Financial Group

45 East Satin Street

Jefferson, OH 44047
440-951-8200

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Alex Joseph - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-460-2680

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Steven Scherer - Ameriprise Financial Services, LLC

8710 Cleveland Ave NW

North Canton, OH 44720
330-595-1700

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JK Jones Financial Network

161 West Main Street

Lancaster, OH 43130
740-653-6900

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Medicare Planning of Dayton

7030 Poe Ave
bldg d

Dayton, OH 45414
937-504-9999

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John R Lung - Ameriprise Financial Services, LLC

6011 Renaissance Pl
Ste 1

Toledo, OH 43623
419-841-5405

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Tim McGarvey - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3400

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Retirement Blueprints, LLC

1612 N. 21st Street

Newark, OH 43055
740-366-3111

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Charles Boulware - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4620

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Dexter James - Ameriprise Financial Services, LLC

3891 State Rd

Cuyahoga Falls, OH 44223
216-798-2596

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Joshua J Lake - Ameriprise Financial Services, LLC

2835 Miami Village Dr
Ste 101

Miamisburg, OH 45342
937-312-8172

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Daniel McKenna - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-3603

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Darrin G Plys - Ameriprise Financial Services, Inc.

22901 Millcreek Blvd
Ste 375

Cleveland, OH 44122
216-514-7100

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DBR & Co

811 Madison Ave
Fl 7

Toledo, OH 43604
419-574-9399

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Balaram Kaimal - Ameriprise Financial Services, LLC

2104 Front St
Ste C

Cuyahoga Falls, OH 44221
330-256-1375

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Barry Whitt - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-931-5400

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Lehman Capital Management Group - Ameriprise Financial Services, LLC

255 Executive Dr

Marion, OH 43302
740-387-8402

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The Aurora Group - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-5315

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Feldmeyer Financial Group - Ameriprise Financial Services, LLC

6500 Centerville Business Pkwy

Dayton, OH 45459
937-610-5570

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Gene Peters - Ameriprise Financial Services, LLC

5770 Gateway Blvd
Ste 104

Mason, OH 45040
513-322-5611

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Fifth Third Private Bank - Sheila Simmons

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-0723

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Ryan S. Krift - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4452

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Shawn Patrick

513-326-7000

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Ruiying Tang

614-848-7898

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Peony Lo

614-848-7898

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Philip Kingrey

937-474-2244

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Tyson Moore

419-482-5590

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Lifetime Wealth Partners | Ohio & Indiana

7956 Clyo Road
Suite A

Centerville, OH 45459
937-436-0000

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Richard Luedtke - Ameriprise Financial Services, LLC

6011 Renaissance Pl
Ste 1

Toledo, OH 43623
419-841-5405

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Forestview Financial Partners

1967 Forestview Lane

Delaware, OH 43015
614-954-1154

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Stephen C. Dawes, CPA/PFS

193 E Water St.

Chillicothe, OH 45601
740-702-0000

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Benjamin F. Edwards & Co.

1 E Campus View Blvd
260

Columbus, OH 43235
614-825-9575

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Fleming Watson Financial Advisors

512 Third St

Marietta, OH 45750
740-373-4877

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Fifth Third Securities - Nicholas Elias

9990 Montgomery Road

Montgomery, OH 45242
513-699-9157

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Carnegie Investment Counsel

30300 Chagrin Blvd.

Pepper Pike, OH 44124
800-321-2322

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OakBridge Financial Partners, LLC

115 North Market St.

Waverly, OH 45690
740-947-8110

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George Beddie and Associates - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-671-9773

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Jennifer Moenter - Ameriprise Financial Services, LLC

312 N Main St

Delphos, OH 45833
419-695-7010

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Michael W McNary - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
614-798-3262

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Theo Pericleous - Ameriprise Financial Services, LLC

3045 Newmark Dr

Miamisburg, OH 45342
937-853-2600

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Fifth Third Securities - Jeremy Gates

5771 Wooster Pike

Fairfax, OH 45227
513-766-8601

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Sanfillipo Financial

5600 Blazer Parkway
Suite 300

Dublin, OH 43017
614-358-3244

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Hageman Masters Group - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-835-6754

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Embrescia Wealth Management Group

3750 Park East Drive #200a

Beachwood, OH 44122
440-505-5716

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Kec, Walker & Associates - Ameriprise Financial Services, LLC

137 W 3rd St

Perrysburg, OH 43551
419-354-1948

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Anthony L. Venetta - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-793-3199

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Client Centric Financial Advisors

9961 Brewster Lane
Suite 200

Powell, OH 43065
614-869-3001

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Niehaus Financial Services, LLC

5600 Harrison Avenue

Cincinnati, OH 45248
513-471-9600

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The Cameron Company, LLC

2216 Pemberton Dr

Toledo, OH 43606
419-467-7037

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Kennard Financial Services

5250 Transportation Boulevard
Suite 100

Garfield Heights, OH 44125
216-581-7400

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Ken Boldt Financial Group, Inc.

2205 Greensburg Road

North Canton, OH 44720
330-896-9946

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Gary M. Gilbert and Associates, LLC

1530 West River Rd
Ste 203

Elyria, OH 44035
440-324-3483

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Allstate Personal Financial Representative: Adam Noll

994 Abbe Rd N
Ste 100

Elyria, OH 44035
440-281-8688

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Integrity Financial

1931 Georgetown Rd.
Suite 210

Hudson, OH 44236
330-650-1115

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Kohn Wealth Management Advisors, LLC

9078 Union Centre Blv
Suite 350

West Chester, OH 45069
513-563-3469

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Strategic Wealth Managment

1230 Lexington Avenue
Suite 101

Mansfield, OH 44907
419-522-6636

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Stevens Investment Group, Inc.

8194 Liberty Way

West Chester, OH 45069
513-755-7536

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Wholehan & Associates

2720 Centennial Road

Toledo, OH 43617
419-473-2323

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Callahan Financial

9428 Kenwood Road

Cincinnati, OH 45242
513-421-0800

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Fifth Third Securities - Nicholas Razzoog

10105 Fremont Pike

Perrysburg, OH 43551
419-410-5906

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Wilsons Leather

400 South Wilson Rd.
Spc. 1045

Sunbury, OH 43074
740-965-4054

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Dougherty & Associates

8044 Montgomery Rd.
Suite 450

Cincinnati, OH 45236
513-745-7007

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Jason M. Orsky Wealth Management

671 Columbia Road
Suite 1

Westlake, OH 44145
440-835-6550

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Fifth Third Private Bank - Joel Stone

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-5766

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Teppe Financial Services

8354 Princeton Glendale Road
Suite 216

West Chester, OH 45069
513-874-8381

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Fifth Third Private Bank - Andrew Hollenkamp

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-4275

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Vago Financial

11351 Pearl Road
Suite 201

Strongsville, OH 44136
440-655-8344

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Weiler Financial

195 East Broad Street

Pataskala, OH 43062
740-927-2435

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Strategic Financial Solutions

20301 Blackfoot Ave

Euclid, OH 44117
216-481-1634

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Peter J. Anderson, CFP, AIF

4555 Lake Forest Drive
Suite 230A

Cincinnati, OH 45242
513-693-4014

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Eastwind Capital Wealth Management

921 Eastwind Drive
Suite 101

Westerville, OH 43081
614-888-2230

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FTB Financial Services - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-794-5400

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Professional Guidance Financial Services

103 South Main Street

Mount Vernon, OH 43050
740-504-2347

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Center for Wealth Management

4355 Ferguson Drive
Suite 200

Cincinnati, OH 45245
513-407-5430

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Carnegie Investment Counsel

2142 Alpine Pl.

Cincinnati, OH 45206
877-804-1905

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Moyer Financial Services

521 South Main Street
Suite 200

Findlay, OH 45840
419-427-0097

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Mentor Wealth Management Group

7322 Center Street

Mentor, OH 44060
440-205-5200

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Kurtz Bros. - Landscape Supply Center

12701 Prospect Road

Strongsville, OH 44149
216-986-7050

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Christopher J Kec - Ameriprise Financial Services, LLC

137 W 3rd St

Perrysburg, OH 43551
419-354-1948

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The Assaley Feck Herold Group - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4172

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Shore West Financial Group - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2781

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Dave Wilkins - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
937-291-4200

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Jessica Simpson - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
614-310-0501

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Voya Financial Advisors, Derek Stiles

10100 Innovation Drive
Suite 120

Miamisburg, OH 45342
937-353-5475

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Peter Carfagna - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-360-8604

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Satish Singh - Ameriprise Financial Services, LLC

2035 Crocker Rd
Ste 201

Westlake, OH 44145
440-899-8600

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Betsy Gouvernayre - Ameriprise Financial Services, LLC

836 W South Boundary St
Ste 2B

Perrysburg, OH 43551
419-874-6923

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Vivian Caroline Cosio | New York Life

11855 Tennyson Dr

Cincinnati, OH 45241
513-469-1952

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Charles R. Southard - Ameriprise Financial Services, LLC

10050 Innovation Dr
Ste 310

Miamisburg, OH 45342
937-433-0233

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Branden Kurgan - Ameriprise Financial Services, LLC

121 Outerbelt St

Columbus, OH 43213
614-575-6510

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Donald Grassi - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

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Pamela Miller - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-6515

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Ted Inbusch - Ameriprise Financial Services, LLC

571 S 3rd St

Columbus, OH 43215
380-222-3133

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Thomas Breitenstein - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4163

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

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-673-1061

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Karen F Levy - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8347

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Freeman Heyne Toma

10250 Alliance Road
Suite 125

Cincinnati, OH 45242
513-489-8588

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Fifth Third Private Bank - Ty Seidl

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-3968

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

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-442-6246

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Dee Edwards - Ameriprise Financial Services, LLC

1315 Corporate Dr
Ste A

Hudson, OH 44236
330-650-2550

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Summit Wealth Management Group - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5117

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Max Van Benschoten - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5375

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Nicholas Brosky - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-229-4905

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Andrew W Swallender - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5272

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Jill Bracci - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7857

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Ken McMahon - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3436

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Alexander D. Barclay - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3058

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Shawn P McCoy - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
614-621-2639

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Edward Jones - Financial Advisor: Christopher L Atkinson

505 West Loveland Ave

Loveland, OH 45140
513-697-6111

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Tom Asimou - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
440-934-7100

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Susan Vasu - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
440-934-7100

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Leugers Harden Wealth Management - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4108

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Cocke Seffernick Wealth Management - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5126

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Kenwood Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road
Suite 100W

Cincinnati, OH 45236
513-792-5153

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Angela Monateri - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

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Capstone Wealth Advisors - Ameriprise Financial Services, LLC

1070 Polaris Pkwy
Ste 130

Columbus, OH 43240
614-823-8660

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Fifth Third Preferred - Conner Spaeth

10105 Fremont Pike

Perrysburg, OH 43551
567-336-4338

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Sandusky, OH Branch Office - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5117

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April McMain - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

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Andy Fugazzi - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
614-310-0501

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XXI Century Financial

1900 Polaris Parkway
Suite 425

Columbus, OH 43240
614-534-1750

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Touchstone Wealth Partners - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5500

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Keith W Smith - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4811

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Pamela R Mason - Ameriprise Financial Services, LLC

6 Main St

Tiffin, OH 44883
567-220-4062

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Peirson Financial Services LLC

7450 Whispering Way

Cincinnati, OH 45241
513-202-6228

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Warner Financial Group, LLC

255 Buckeye St

Dalton, OH 44618
330-466-4813

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Legend Group Ohio

2 Summit Park Drive
Suite 210

Independence, OH 44131
216-741-3113

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Allstate Personal Financial Representative: Caleb Sunvold

8110 Montgomery Rd
Ste 2

Cincinnati, OH 45236
937-336-3007

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Shaun Patterson - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3417

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Fifth Third Mortgage - John Moore

5001 Kingsley Drive

Cincinnati, OH 45227
513-358-3657

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Gradison Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road
Suite 100W

Cincinnati, OH 45236
513-792-2466

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First Command Financial Advisor - Trip Tripathi

51 Plum Street
Ste 260

Beavercreek, OH 45440
937-429-4490

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Monica Dwyer, CFP®, CDFA®

8840 Cincinnati Dayton Rd
A

West Chester, OH 45069
513-779-3030

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David Garber - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7810

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Gary Hurst - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
937-401-5616

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Wealth Advocate Group

3750 Park East Drive
Suite 200

Beachwood, OH 44122
440-505-5578

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Mike Roderick - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3400

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Jason Harsh - Ameriprise Financial Services, LLC

6011 Renaissance Pl
Ste 2

Toledo, OH 43623
419-882-1948

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Fifth Third Private Bank - Michael Jones

550 N Summit St

Toledo, OH 43604
419-259-0072

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Mel M. Rochowiak

5600 Blazer Parkway
Ste 300

Dublin, OH 43017
614-792-8085

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Joie Hanley - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3406

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James Schmitt - Ameriprise Financial Services, LLC

22901 Millcreek Blvd
Ste 375

Cleveland, OH 44122
216-514-7100

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Todd Washburn - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5260

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Roger A. Piper - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
330-491-4019

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Stroud Wealth Management

1186 E Home Rd

Springfield, OH 45503
937-342-0100

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Allstate Personal Financial Representative: Gary Tentler

2022 Locust St S

Canal Fulton, OH 44614
330-854-2333

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Darrin Polomsky - Ameriprise Financial Services, LLC

7501 E Paragon Rd
Ste 204

Dayton, OH 45459
937-291-3685

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Ritter Daniher Financial Advisory, LLC

7661 Beechmont Avenue
Suite 200

Cincinnati, OH 45255
513-233-0715

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Syntax Financial Group

100 E Campus View Blvd Suite 250

Columbus, OH 43235
800-737-5604

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Shaffer Capital

550 Polaris Parkway
Suite 130

Westerville, OH 43082
614-891-1200

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Chris Bidwell - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2218

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Capital Advisory Services, LLC

8240 Beckett Park Dr
B

West Chester, OH 45069
513-942-7000

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Morgan Stanley Financial Advisors

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
330-492-8285

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Michael Brown - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5252

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Stephen Kohls - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2214

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Kurtz Bros. - Landscape Supply Center

13532 Broadway Avenue

Garfield Heights, OH 44125
216-986-7000

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Pizza Hut

7183 East Broad Street

Blacklick, OH 43004
614-328-0302

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Brian Meyer - Ameriprise Financial Services, LLC

1047 Summit Dr

Middletown, OH 45042
513-425-9404

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Muirfield, OH Branch Office - UBS Financial Services Inc.

5007 Horizons Drive
Suite 200

Columbus, OH 43220
800-421-6172

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Renee Hefner - Ameriprise Financial Services, LLC

3378 State Route 5 NE

Cortland, OH 44410
330-638-5525

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Charles Eduoard Ide II - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-5345

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Western Reserve Wealth Advisors

195 Park Place

Chagrin Falls, OH 44022
440-247-2751

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Orchard Wealth Management - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-292-1270

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Akron, OH Branch Office - UBS Financial Services Inc.

175 Montrose West Avenue
Third Floor

Akron, OH 44321
330-665-7400

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Brian Emery - Ameriprise Financial Services, LLC

5887 Cornell Rd
Ste 3

Cincinnati, OH 45242
513-469-7526

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Landing Point Financial Group - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
440-934-7100

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HomeWell Care Services

1329 E Kemper Rd
Suite 4214

Cincinnati, OH 45246
513-791-4824

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Brandon Perry - Ameriprise Financial Services, LLC

5954 Renaissance Pl
Ste A

Toledo, OH 43623
419-725-9214

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SP+ Parking

40 N Front St

Columbus, OH 43215
614-224-1320

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Stephan and Associates

354 N Detroit St.

Xenia, OH 45385
937-374-2002

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Marie T Shultz - Ameriprise Financial Services, LLC

1604 E Perkins Ave
Ste 109

Sandusky, OH 44870
419-624-0606

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Legacy Wealth Management Group - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
330-491-4032

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Stratos Wealth Partners

300 E. Broad St
Suite 530

Columbus, OH 43215
614-610-4862

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Derek Hassenpflug - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-984-9700

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Kehoe Financial

125 Boggs Lane

Cincinnati, OH 45246
513-481-8555

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Shawna Farnol Bumpus - Morgan Stanley

6250 Levis Common Blvd, 2nd
Fl

Perrysburg, OH 43551
567-336-4310

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Jacob Schaefer

14534 Madison Ave

Lakewood, OH 44107
216-825-6034

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Allstate Personal Financial Representative: Mark Eisma

12920 Stonecreek Dr
Ste D

Pickerington, OH 43147
614-522-0999

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Brian Hamilton - Ameriprise Financial Services, LLC

8710 Cleveland Ave NW

North Canton, OH 44720
330-595-1700

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Royalton Insurance Agency

10147 Royalton Road
Suite B

Cleveland, OH 44133
440-230-5385

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Teresa Russell & Brian Sweeney

614-578-9090

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Dan Leslie

7100 East Pleasant Valley Drive
Suite 350

Independence, OH 44131
216-360-7465

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Michael Vantusko - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3043

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Michael Vulku - Ameriprise Financial Services, LLC

2035 Crocker Rd
Ste 201

Westlake, OH 44145
440-899-8600

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Bart Metzler - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1738

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Bullington Capital Management

3875 Embassy Parkway
Suite 310

Fairlawn, OH 44333
330-664-0700

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Farnsworth Financial Services

51 North Third Street
Suite 101

Newark, OH 43055
740-349-7171

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Gryphon Financial Partners

325 John H. McConnell Blvd.
Suite 425

Columbus, OH 43215
614-929-2880

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Ian Malhoit - Ameriprise Financial Services, LLC

5954 Renaissance Pl
Ste A

Toledo, OH 43623
419-725-9215

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Tim Bonar - Ameriprise Financial Services, LLC

30100 Chagrin Blvd
Ste 180

Pepper Pike, OH 44124
216-825-2334

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ViewPoint Wealth Partners - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

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51 Oakwood

4347 Portage St NW
Ste 102

North Canton, OH 44720
800-527-0336

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Stratos Wealth Partners - Liam Guiney

89 First Street
Suite 212

Hudson, OH 44236
330-576-3912

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Gallagher Pool Wealth Management

6520 Centerville Business Parkway

Centerville, OH 45459
937-435-1234

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TCP Asset Management

8415 Pulsar Place
Suite 210

Columbus, OH 43240
614-761-9378

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Fifth Third Private Bank - Abby Nolan

21 East State Street

Columbus, OH 43215
614-744-7019

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Crossroads Investment Planning

8516 N. Dixie Drive

Dayton, OH 45414
937-387-9561

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PK Financial Group

9261 Ravenna Road
B4

Twinsburg, OH 44087
216-393-8182

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Fifth Third Private Bank - Christopher Rueve

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-5955

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Hardy Wealth Partners - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-2876

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Jerome Van De Motter - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-292-1227

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Mayeux Wealth Management - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6592

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Sam L. Rinehart - Ameriprise Financial Services, LLC

10050 Innovation Dr
Ste 310

Miamisburg, OH 45342
937-433-0233

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Curry Moore & Associates

3805 Edwards Road
Suite 550

Cincinnati, OH 45209
513-448-4156

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LEO Life Estate Organizer

102 Eaglescliff Drive

North Bend, OH 45052
513-835-8046

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Hickory Asset Management

9930 Johnnycake Ridge Road
Suite 2B

Mentor, OH 44060
440-358-1330

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Michael G. Miller and Associates

37850 Euclid Ave
#3

WILLOUGHBY, OH 44094
440-951-3936

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Wealth Health, LLC

35651 Detroit Road

Avon, OH 44011
440-937-1551

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Javier Piquero - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
614-310-0501

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Scott Allen Edwards - Ameriprise Financial Services, LLC

4404 Buckeye Ln
Ste 240

Beavercreek, OH 45440
937-458-0220

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John Gillman - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5023

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The Powers Group - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-292-9096

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Laurie Gerdy - Ameriprise Financial Services, LLC

3378 State Route 5 NE

Cortland, OH 44410
330-638-5525

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Foundation Wealth Advisors, LLC

810 Sharon Drive
Suite 100

Westlake, OH 44145
440-899-7535

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Calland and Campbell Insurance and Campbell Financial

5000 Urbana Road
Suite 100

Springfield, OH 45502
937-917-8941

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JanJanin Financial Group

1045 Tiffany South
Suite 1

Youngstown, OH 44514
330-953-3043

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RJ Beucler Financial

9987 Carver Road
Suite 400

Cincinnati, OH 45242
513-794-1095

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Impel Wealth Management

2006 4th Street

Cuyahoga Falls, OH 44221
330-800-0182

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The Simpson Covert Reta Wealth Management Group - Morgan Stanley

4449 Easton Way

Columbus, OH 43219
833-914-1022

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Ownership Advisors

6100 Oak Tree Boulevard South
Suite 420

Cleveland, OH 44131
216-328-5538

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kANU Asset Management, LLC

4015 Executive Park Drive
Suite 402

Cincinnati, OH 45241
513-769-2700

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The Daniels Group - Morgan Stanley

4030 Smith Rd
Ste 200

Cincinnati, OH 45209
513-562-8364

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The Apfel Group - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8318

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D'Herete, Quinn, Penzone, Ruff - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-460-6564

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Green Dolgin Wealth Management - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5123

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John Collier - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960