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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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Shon Anderson

Anderson Financial Strategies

2500 Stratacache Tower

Dayton, OH 45423

937-610-9388

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Doug Corp

Edelman Financial Engines, LLC

1449 Boardman-Canfield Rd Suite 170

Boardman, OH 44512

330-726-3100

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Adam Roslovic

Edelman Financial Engines, LLC

1 Easton Oval
Suite 340

Columbus, OH 43219

614-454-3393

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Jeffrey A. Bogart

Jeffrey A Bogart Investment Advisor DBA Sila Wealth Advisory

6690 Beta Dr #201

Mayfield Village, OH 44143

216-292-8700

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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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Doug Kinsey

Artifex Financial Group, LLC

2305 Far Hills Avenue

Dayton, OH 45419

885-752-6644

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Britton Riley

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

513-469-7500

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Brian Mills

Mills Financial Planning,Inc.

545 Metro Place South
Suite 100

Dublin, OH 43017

614-504-0402

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Kevin Kroskey

True Wealth Design, LLC

700 Ghent Road, Suite 100

Akron, OH 44333

330-777-0688

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Maria Santiago

Edelman Financial Engines, LLC

Summit Woods I Building
100 East Business Way Suite 360

Cincinnati, OH 45241

513-334-2851

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Matt Meister

Edelman Financial Engines, LLC

10100 Innovation Drive
Suite 160

Miamisburg, OH 45342

937-431-1925

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Dave Wilder

Total Wealth Planning LLC.

4665 Cornell Rd
Suite 160

Cincinnati, OH 45241

513-984-6696

List of Additional Retirement Planners in Ohio*

* Additional advisor listing is provided in partnership with Yext

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Alpha Financial Planning

6241 Riverside Drive

Dublin, OH 43017
614-384-0499

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Sutton & Associates - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1771

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Boreman Norton Cook Wealth Partners

202 North Market Street

Wooster, OH 44691
330-263-7800

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Harvest Financial Advisors

8836 Cincinnati Dayton Rd

West Chester, OH 45069
513-779-3030

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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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Rinehart & Dayhoff - Ameriprise Financial Services, LLC

10050 Innovation Dr
Ste 310

Miamisburg, OH 45342
937-433-0233

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Bolt Financial Group

5701 N. High St.

Worthington, OH 43085
614-635-0102

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American Portfolios

126 Northwood Dr

Dover, OH 44622
330-364-2605

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Anderson Financial Strategies

2500 Kettering Tower

Dayton, OH 45423
937-610-9388

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Allstate Personal Financial Representative: James Rightnowar

314 W Dussel Dr

Maumee, OH 43537
419-794-7766

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Kec, Walker & Associates - Ameriprise Financial Services, LLC

2250 Levis Commons Blvd

Perrysburg, OH 43551
419-354-1948

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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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Aria Financial Group - Ameriprise Financial Services, LLC

20033 Detroit Rd
Ste 202

Rocky River, OH 44116
440-799-8300

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Summit Wealth Consulting Group - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2149

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Be Well Health & Wealth Advisors

12955 Cleveland Avenue NW

Uniontown, OH 44685
330-699-2223

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

2035 Crocker Rd
Ste 201

Westlake, OH 44145
440-899-8600

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Zachary Stanley - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-736-2815

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Advanced Capital Advisory Group, LLC

8040 Hosbrook Road
Suite 300

Cincinnati, OH 45236
866-432-6229

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Harbor Light Wealth Advisors - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

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Aptus Tax Advisory Group

639 Carle Avenue

Lewis Center, OH 43035
614-917-1040

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Navigator Financial Group - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-292-1220

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A Squared Financial LLC

2225 Sheringham Road

Columbus, OH 43220
614-310-0272

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Green Dolgin Wealth Management - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5123

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Chad A. Hartup, CFP, CRPC, CLU - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-3605

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Castle Group - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-910-1006

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Ascension Wealth Management

11427 Reed Hartman Highway

Cincinnati, OH 45241
513-795-8070

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Allstate Personal Financial Representative: Michael Tamarkin

950 Taylor Station Rd
Ste Q

Gahanna, OH 43230
614-783-3432

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Adam P. Atkinson - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8326

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Fifth Third Private Bank - Stephanie Jones

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-5765

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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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Fifth Third Private Bank - Ryan Hoskins

38 Fountain Square Plaza

Cincinnati, OH 45263
513-534-3966

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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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Fifth Third Private Bank - Ramon Rodriguez

38 Fountain Square Plaza

Cincinnati, OH 45263
513-534-8257

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Philip Volpe-Monrean, CIMA® - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
330-286-4421

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Jason Gilbert - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
614-621-2639

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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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Amy E Meredith-Green - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2224

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The FLM Group - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-360-4974

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Matt Wissman - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1780

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Landing Point Financial Group - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
440-934-7100

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Appalachian Capital Management Ltd.

51461 Jennifer Lane
Suite 215

Saint Clairsville, OH 43950
740-695-3434

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Beverly Stiegele - Ameriprise Financial Services, LLC

27500 Detroit Rd
Ste 200

Westlake, OH 44145
440-527-0406

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Thomas Gagnet - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5019

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Scott Jones - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2414

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Ask Rafi Retirement Lifestyle Solutions

4031 Colonel Glenn Highway
Suite 107

Beavercreek, OH 45431
937-427-4292

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Riverwatch Wealth Management - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5870

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Matthew Daugherty - Ameriprise Financial Services, LLC

1991 Crocker Rd
Ste 300

Westlake, OH 44145
440-871-6501

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John Lumpkin Jr. - Morgan Stanley

4380 Buckeye Lane
Suite 200

Dayton, OH 45440
937-223-4086

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Glen Cleary & Associates - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
330-497-5304

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GFR & Associates - UBS Financial Services Inc.

43 Village Way
Suite 201

Hudson, OH 44236
330-655-7445

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Benjamin O. Kirksey - UBS Financial Services Inc.

4774 Munson Street NW
Suite 202

Canton, OH 44718
330-498-4165

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Paul Drzewiecki - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4199

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Wild Bill's Tobacco

1480 N Shoop Ave

Wauseon, OH 43567
419-337-1000

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Ryan Romer-Jordan - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
614-621-2639

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Metcalfe Wealth Management - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-910-1038

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Touchstone Wealth Partners - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5515

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

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2771

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Gerald Walters - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-356-5230

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Kurtz Bros. - Landscape Supply Center

1180 Miller Road
Suite 100

Avon, OH 44011
216-986-7000

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Kurtz Bros. - Landscape Supply Center

32800 Lakeland Boulevard

Willowick, OH 44095
216-986-7000

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Erin L. Stickel

1684 Woodlands Dr
Suite 100

Maumee, OH 43537
419-344-2716

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Goosehead Insurance - Jeff Knight

1172 West Galbraith Rd
Suite 214

Cincinnati, OH 45231
513-906-5606

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Fifth Third Insurance - Daniel Greene

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-0294

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Thomas Shortreed - Ameriprise Financial Services, LLC

3378 State Route 5 NE

Cortland, OH 44410
330-638-5525

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Fifth Third Insurance - Clif Kennedy

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-2052

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Zachary Lewis - Ameriprise Financial Services, LLC

1315 Corporate Dr
Ste A

Hudson, OH 44236
330-650-2550

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Hurst & Associates - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
937-291-4200

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Pure Barre

9037 Union Centre Blvd.

West Chester, OH 45069
513-204-9644

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Thomas Thinnes - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4008

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The Western Reserve Financial Group - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-292-1212

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VILLA

10581 St Clair Ave
Building B, Suite #1

Cleveland, OH 44108
216-761-0059

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Synergy Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1377

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Fifth Third Mortgage - Dennis Hanisch

5001 Kingsley Drive

Cincinnati, OH 45227
866-499-4784

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Edward Jones - Financial Advisor: Jeff Studniarz

5564 Wilson Mills Rd
Ste 103

Highland Heights, OH 44143
440-442-7010

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Lumber Liquidators Flooring Co.

6025 Kruse Drive
Suite 141

Solon, OH 44139
440-769-0808

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Stephen L Schippel Consulting, LLC

33850 Parkside Dr

Columbia Station, OH 44028
623-680-4578

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Vance Bennett Financial Services

5650 Blazer Parkway
Suite 100

Dublin, OH 43017
740-973-3792

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Larry Klotz

655 Beaver Creek Circle

Maumee, OH 43537
419-344-9934

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Paul's Flowers

49 Public Square

Mount Vernon, OH 43050
740-397-7117

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Edward Jones - Financial Advisor: Tyler E Schmidt

8390 E Kemper Rd
Suite C

Cincinnati, OH 45249
513-247-0487

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Primrose School of Strongsville- Coming Soon!

18713 Pearl Road

Strongsville, OH 44136
440-253-9922

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Sandusky, OH Branch Office - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5117

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North Coast Wealth Management Group - UBS Financial Services Inc.

111 E. Shoreline Drive

Sandusky, OH 44870
419-609-2447

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James Sampson - UBS Financial Services Inc.

111 East Shoreline Drive
Suite 3

Sandusky, OH 44870
419-357-1537

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Miamisburg, OH Branch Office - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6586

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Andrew Benson - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8319

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Jay Sload - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-2844

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Kenneth Goldhoff - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2433

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The Legacy Group - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5253

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Triad Group - UBS Financial Services Inc.

8044 Montgomery Road

Cincinnati, OH 45236
513-792-5272

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Connor Harmer | Equitable Advisors

1001 Lakeside Ave. E.
Suite 1650

Cleveland, OH 44114
216-615-7483

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Gary Paul - Ameriprise Financial Services, LLC

2250 Levis Commons Blvd

Perrysburg, OH 43551
419-354-1948

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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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Stephen Daley - Ameriprise Financial Services, LLC

250 W Old Wilson Bridge Rd
Ste 150

Worthington, OH 43085
614-396-4006

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VILLA

1400 S Arlington St

Akron, OH 44306
330-785-9153

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VILLA

527 E Manhattan Blvd
Suite 527

Toledo, OH 43608
419-726-2843

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Jason Clemens - Ameriprise Financial Services, LLC

4481 Munson Rd NW
Ste 304

Canton, OH 44718
330-493-0063

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Fifth Third Private Bank - Brian Van Jura

38 Fountain Square Plaza

Cincinnati, OH 45263
513-534-6437

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Rick Taylor - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2232

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Spearman Financial Services LLC

710 S Main St
B

Mount Vernon, OH 43050
740-397-0731

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Pamela Miller - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-6515

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Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2086

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David Garber - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7810

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Tim Dippold - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5355

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DTLR

230 West Huron Rd
Space 7258

Cleveland, OH 44113
216-363-0459

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VILLA

11431 Buckeye Rd
Suite 110

Cleveland, OH 44104
216-791-5547

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VILLA

13464 Euclid Ave
Suite A

East Cleveland, OH 44112
216-268-5521

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Individual Financial Services

3708 Columbus Ave
9

Sandusky, OH 44870
419-515-0862

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Max Van Benschoten - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5375

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Nate Petersen - Ameriprise Financial Services, LLC

2035 Crocker Rd
Ste 201

Westlake, OH 44145
440-250-4120

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Jared Hoffman - Ameriprise Financial Services, LLC

100 W Old Wilson Bridge Rd
Ste 100

Worthington, OH 43085
614-396-4020

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Scott Turner - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3434

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Michael Broughton - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1781

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Nathan Bryan - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3437

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Nathan Daugherty - Ameriprise Financial Services, LLC

5860 Venture Dr
Ste B

Dublin, OH 43017
614-389-3400

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Balanced Wealth Group - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
330-497-5304

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Bechtel Financial Services, Inc.

1745 Indian Wood Circle
Suite 265

Maumee, OH 43537
419-897-2400

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The Rupp Williams Nolette Group - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-6509

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Allstate Personal Financial Representative: Gregory Davis

4700 Wilmington Pike

Kettering, OH 45440
937-307-8938

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Chris Walker - Ameriprise Financial Services, LLC

2250 Levis Commons Blvd

Perrysburg, OH 43551
419-354-1948

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Charles Boulware - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4620

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Kevin Lehman - Ameriprise Financial Services, LLC

255 Executive Dr

Marion, OH 43302
740-387-8402

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Faith Mason - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-229-4942

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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

36 East Streetsboro St

Hudson, OH 44236
234-380-4800

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Morgan Stanley

4030 Smith Rd
Ste 200

Cincinnati, OH 45209
513-579-8300

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Gregory Averesch - Ameriprise Financial Services, LLC

147 N Main St
Ste A

Bluffton, OH 45817
419-358-9515

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The Giere Szucs Group - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-7771

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Capital Advisory Services, LLC

8240 Beckett Park Dr
B

West Chester, OH 45069
513-942-7000

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Michael J Perez - Ameriprise Financial Services, LLC

445 Hutchinson Ave
Ste 200

Columbus, OH 43235
614-505-0865

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Brian Becker - Ameriprise Financial Services, LLC

6060 Renaissance Pl
Ste H

Toledo, OH 43623
419-725-9211

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RHC Financial Systems

16404 Madison Ave

Lakewood, OH 44107
216-226-7200

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The Weilacher Group - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-292-9081

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The Fox Thistlethwaite Group - Morgan Stanley

6250 Levis Common Blvd, 2nd
Fl

Perrysburg, OH 43551
567-336-4722

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Frank Nobile - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
614-798-3231

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The Costanzo Mack Group - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3000

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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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Thomas Holocher - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2135

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Bob Kinsella - Morgan Stanley

4030 Smith Rd
Ste 200

Cincinnati, OH 45209
513-562-8349

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Kyle Poland - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7832

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Edward Jones - Financial Advisor: Ryan Wilson

1022 S Broadway

Geneva, OH 44041
440-361-4296

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Steven Arengo, CFP, AIF - Interdependent Advisors

5450 Crestwood Drive

Mason, OH 45040
813-475-6171

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Jeffrey Benner - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
330-493-0063

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Fifth Third Private Bank - Matthew Griffin, CFP®

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-8676

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Joel D Matthews Sr - Ameriprise Financial Services, LLC

4137 Boardman Canfield Rd
Ste 109

Canfield, OH 44406
330-286-0455

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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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Mark Cooperrider - Ameriprise Financial Services, LLC

30100 Chagrin Blvd
Ste 180

Pepper Pike, OH 44124
216-464-5866

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Jennifer Lucus - Ameriprise Financial Services, LLC

121 Outerbelt St

Columbus, OH 43213
614-575-6510

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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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Eric Koller - Ameriprise Financial Services, LLC

100 W Old Wilson Bridge Rd
Ste 100

Worthington, OH 43085
614-396-4020

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Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-4900

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Fifth Third Preferred - Matthew Ward

2455 Hilliard Rome Road

Hilliard, OH 43026
614-219-8871

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Eric Tolbert - Ameriprise Financial Services, LLC

1422 Euclid Ave

Cleveland, OH 44115
216-373-7526

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Sarran Zaring Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5379

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Robert Kish

955 Boardman-Poland Rd

Boardman, OH 44512
330-319-2323

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Jacob Schaefer

14534 Madison Ave

Lakewood, OH 44107
216-825-6034

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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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Samuel Taylor - Morgan Stanley

221 East 4th St Atrium Two, Suite 2200

Cincinnati, OH 45202
513-852-4465

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Austin Holbrook

1000 N Main St

North Canton, OH 44720
330-545-2854

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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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Mitch Edwards - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5223

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Fifth Third Mortgage - Scot Pataky

309 North Leavitt Road

Amherst, OH 44001
440-506-0526

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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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DTLR

21658A Libby Rd

Maple Heights, OH 44137
216-332-9518

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VILLA

3580 Mayfield Rd

Cleveland, OH 44118
216-691-3832

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PDS Planning

475 Metro Place S
Suite 460

Dublin, OH 43017
614-481-8449

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Zickau & McCormick LLC

545 Metro Place S.
Suite 100

Dublin, OH 43017
614-734-8350

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Fifth Third Mortgage - Benjamin Rawe

5001 Kingsley Drive

Cincinnati, OH 45227
513-358-4835

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Betsy Gouvernayre - Ameriprise Financial Services, LLC

836 W South Boundary St
Ste 2B

Perrysburg, OH 43551
419-874-6923

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Kevin Bush - Ameriprise Financial Services, LLC

2244 Centennial Rd

Toledo, OH 43617
419-843-3840

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Donald H Westermeyer - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-671-4636

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Joshua Nalli - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3404

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Financial Accounting Services, Inc

519 S Otterbein Ave
17

Westerville, OH 43081
614-890-2156

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Dennis Oltorik - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-247-1575

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YogaSix

757 Alpha Drive

Highland Heights, OH 44143
888-964-2749

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David Sluss - Ameriprise Financial Services, LLC

5911 Renaissance Pl
Ste A

Toledo, OH 43623
419-724-3899

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The Land Financial Group - Ameriprise Financial Services, LLC

30100 Chagrin Blvd
Ste 180

Pepper Pike, OH 44124
216-464-3900

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Nalli, Berardi & Associates - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3400

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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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The Burt Group - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
330-491-4034

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Phillip Brann - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8302

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Everhart Advisors

535 Metro Pl S
100

Dublin, OH 43017
614-717-9705

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Medicare Planning of Dayton

7030 Poe Ave
bldg d

Dayton, OH 45414
937-504-9999

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Retirement Blueprints, LLC

1612 N. 21st Street

Newark, OH 43055
740-366-3111

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Fifth Third Private Bank - Bradley Wilder

38 Fountain Square Plaza

Cincinnati, OH 45263
513-534-6595

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Michelle Hansen

780 W State St

Alliance, OH 44601
330-823-7495

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David Lowe - Ameriprise Financial Services, LLC

3015 Newmark Dr

Miamisburg, OH 45342
937-247-2376

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Alexander D. Barclay - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3058

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DBR & Co

811 Madison Ave
Fl 7

Toledo, OH 43604
419-574-9399

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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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Joe Flinner - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
440-934-7100

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David Rider - Ameriprise Financial Services, LLC

3333 Niles Cortland Rd NE

Cortland, OH 44410
330-637-3556

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Tom Young - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6568

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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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David M Valentine - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
330-497-5304

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Joshua Harrell - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

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Uhrig Financial

71 E 2nd

Chillicothe, OH 45601
740-773-3331

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Forestview Financial Partners

1967 Forestview Lane

Delaware, OH 43015
614-954-1154

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Allstate Personal Financial Representative: Jeff Ellis

2022 Locust St S

Canal Fulton, OH 44614
330-879-2200

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Luke Jones - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-984-9700

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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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Christopher D Gallaugher - Ameriprise Financial Services, LLC

400 W Wilson Bridge Rd
Ste 280

Worthington, OH 43085
614-848-3437

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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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Nicole M Glowka - Ameriprise Financial Services, LLC

9100 Ctr Pointe Dr
Ste 180

West Chester, OH 45069
513-642-2508

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Fifth Third Securities - Jeremy Gates

5771 Wooster Pike

Fairfax, OH 45227
513-766-8601

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Sanfillipo Financial

5600 Blazer Parkway
Suite 300

Dublin, OH 43017
614-358-3244

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Embrescia Wealth Management Group

3750 Park East Drive #200a

Beachwood, OH 44122
440-505-5716

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Client Centric Financial Advisors

9961 Brewster Lane
Suite 200

Powell, OH 43065
614-869-3001

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Cardwell Financial Group, LLC.

7956 Clyo Road
Suite A

Centerville, OH 45459
937-436-0000

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Niehaus Financial Services, LLC

5600 Harrison Avenue

Cincinnati, OH 45248
513-471-9600

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The Cameron Company, LLC

2216 Pemberton Dr

Toledo, OH 43606
419-467-7037

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Gregg Becker - Ameriprise Financial Services, LLC

6060 Renaissance Pl
Ste H

Toledo, OH 43623
419-725-9211

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SS + D Financial, Inc.

1900 Kettering Tower

Dayton, OH 45423
937-220-4915

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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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Kennard Financial Services

5250 Transportation Boulevard
Suite 100

Garfield Heights, OH 44125
216-581-7400

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Ken Boldt Financial Group, Inc.

2205 Greensburg Road

North Canton, OH 44720
330-896-9946

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Gary M. Gilbert and Associates, LLC

1530 West River Rd
Ste 203

Elyria, OH 44035
440-324-3483

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Integrity Financial

1931 Georgetown Rd.
Suite 210

Hudson, OH 44236
330-650-1115

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Kohn Wealth Management Advisors, LLC

9078 Union Centre Blv
Suite 350

West Chester, OH 45069
513-563-3469

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Strategic Wealth Managment

1230 Lexington Avenue
Suite 101

Mansfield, OH 44907
419-522-6636

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Stevens Investment Group, Inc.

8194 Liberty Way

West Chester, OH 45069
513-755-7536

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Wholehan & Associates

2720 Centennial Road

Toledo, OH 43617
419-473-2323

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Callahan Financial

9428 Kenwood Road

Cincinnati, OH 45242
513-421-0800

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Fifth Third Securities - Nicholas Razzoog

10105 Fremont Pike

Perrysburg, OH 43551
419-410-5906

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Wilsons Leather

400 South Wilson Rd.
Spc. 1045

Sunbury, OH 43074
740-965-4054

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Dougherty & Associates

8044 Montgomery Rd.
Suite 450

Cincinnati, OH 45236
513-745-7007

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Jason M. Orsky Wealth Management

671 Columbia Road
Suite 1

Westlake, OH 44145
440-835-6550

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Fifth Third Private Bank - Joel Stone

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-5766

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Marmion Wealth Management - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-442-6295

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Teppe Financial Services

8354 Princeton Glendale Road
Suite 216

West Chester, OH 45069
513-874-8381

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Fifth Third Private Bank - Andrew Hollenkamp

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-4275

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Vago Financial

11351 Pearl Road
Suite 201

Strongsville, OH 44136
440-655-8344

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Weiler Financial

195 East Broad Street

Pataskala, OH 43062
740-927-2435

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Strategic Financial Solutions

20301 Blackfoot Ave

Euclid, OH 44117
216-481-1634

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Peter J. Anderson, CFP, AIF

4555 Lake Forest Drive
Suite 230A

Cincinnati, OH 45242
513-693-4014

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Eastwind Capital Wealth Management

921 Eastwind Drive
Suite 101

Westerville, OH 43081
614-888-2230

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Professional Guidance Financial Services

103 South Main Street

Mount Vernon, OH 43050
740-504-2347

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Center for Wealth Management

4355 Ferguson Drive
Suite 200

Cincinnati, OH 45245
513-407-5430

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Metzger Financial Services

1337 N. Cable Rd.

Lima, OH 45805
419-225-6067

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Cathleen White - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
937-291-4200

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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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Steven Frederick - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

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Mentor Wealth Management Group

7322 Center Street

Mentor, OH 44060
440-205-5200

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DTLR Outlet

21658B Libby Rd

Maple Heights, OH 44137
216-587-5051

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Kurtz Bros. - Landscape Supply Center

12701 Prospect Road

Strongsville, OH 44149
216-986-7050

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The Cincinnati Cornerstone Group - Morgan Stanley

221 East 4th St Atrium Two
Suite 2200

Cincinnati, OH 45202
513-852-4467

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John Fahrmeier - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5869

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Staats Rizor Financial Group - UBS Financial Services Inc.

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7418

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Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-721-2000

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Voya Financial Advisors, Derek Stiles

10100 Innovation Drive
Suite 120

Miamisburg, OH 45342
937-353-5475

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Scott E Bouldin - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4458

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Javier Piquero - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
614-310-0501

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Bryan Grisak - Ameriprise Financial Services, LLC

4901 Hunt Rd
Ste 201

Blue Ash, OH 45242
513-336-8580

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Allstate Personal Financial Representative: Thomas D Amico

1377 E Stroop Rd
Ste 312

Kettering, OH 45429
937-723-8772

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Allstate Personal Financial Representative: Joseph Doner

8561 S Mason Mntg Rd
Ste 27

Mason, OH 45040
513-336-6624

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Adam M Tzagournis - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
614-798-3220

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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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Roger A. Piper - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
330-491-4019

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Pendragon Financial Management - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-984-9700

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Clifford Robson - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5817

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Allstate Personal Financial Representative: James Halsey

119 N Main St

Union, OH 45322
937-832-3343

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Andrew Brate - Ameriprise Financial Services, LLC

81 Mill St
Ste 100

Gahanna, OH 43230
614-269-0195

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Adam Pfaff - Ameriprise Financial Services, LLC

3045 Newmark Dr

Miamisburg, OH 45342
937-247-2377

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Allstate Personal Financial Representative: Iris Kessler

26777 Lorain Rd
Ste 3

North Olmsted, OH 44070
440-716-8001

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The Legend Group

36311 Detroit Road
#204

Avon, OH 44011
440-522-0048

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Freeman Heyne Toma

10250 Alliance Road
Suite 125

Cincinnati, OH 45242
513-489-8588

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Doug Sutton - Ameriprise Financial Services, LLC

120 E Ervin Rd

Van Wert, OH 45891
419-238-1610

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Ziegler and Associates - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

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Summit Wealth Management Group - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5117

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Cincinnati Wealth Management - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4155

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Lighthouse Wealth Management Group - UBS Financial Services Inc.

4774 Munson Street NW
Suite 202

Canton, OH 44718
330-498-4161

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Jason Wolfe - Ameriprise Financial Services, LLC

400 W Wilson Bridge Rd
Ste 280

Worthington, OH 43085
614-848-3437

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David Criss

5775 Chevrolet Blvd

Parma, OH 44130
440-845-7697

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Daniel Herzig

3410 Secor Rd, Suite 510

Toledo, OH 43606
419-534-3577

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Sheryl Hill - Ameriprise Financial Services, LLC

92 N Court St

Athens, OH 45701
740-594-0300

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David Ditzel - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-247-1524

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Andy Ogilvie - Ameriprise Financial Services, LLC

123 S Broad St
Ste 225

Lancaster, OH 43130
740-687-0973

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Cheryl Sternasty - Ameriprise Financial Services, LLC

3333 Massillon Rd
Ste 110

Akron, OH 44312
330-628-8045

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Jeffrey Pacetti - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5153

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Michael Morger - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1766

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Timothy Van Simaeys - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1380

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Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
330-286-4391

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Patty Quiñónez - Ameriprise Financial Services, LLC

4600 Rockside Rd
Ste 200

Independence, OH 44131
216-373-2700

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Swinehart & Associates Financial Planning And Investments

2499 W Main St

Troy, OH 45373
937-339-3285

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Thomas J Metcalfe, CFP - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-765-8365

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Keith W Smith - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4811

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Peirson Financial Services LLC

7450 Whispering Way

Cincinnati, OH 45241
513-202-6228

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Warner Financial Group, LLC

255 Buckeye St

Dalton, OH 44618
330-466-4813

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Connie Davis - Ameriprise Financial Services, LLC

1925 Newark Granville Rd

Granville, OH 43023
740-587-1592

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Legend Group Ohio

2 Summit Park Drive
Suite 210

Independence, OH 44131
216-741-3113

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William J Allen - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8361

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John Collier - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

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Sandstone Financial Group - Ameriprise Financial Services, LLC

8425 Pulsar Pl
Ste 420

Columbus, OH 43240
614-846-7193

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Fifth Third Mortgage - John Moore

5001 Kingsley Drive

Cincinnati, OH 45227
513-358-3657

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Russell Fish - Ameriprise Financial Services, LLC

8425 Pulsar Pl
Ste 420

Columbus, OH 43240
614-846-7193

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Libertas Wealth Management Group, Inc.

5003 Horizons Dr
200

Columbus, OH 43220
614-543-1350

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Haller Wealth Management Group

3769 Columbus Pike
130

Delaware, OH 43015
740-363-7557

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Mitch Garner - Ameriprise Financial Services, LLC

15 Bishop Dr
Ste 101

Westerville, OH 43081
614-426-4496

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VILLA

3265 W Market St
Space 656

Fairlawn, OH 44333
330-835-1438

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Sarah Porter - Ameriprise Financial Services, LLC

6 Main St

Tiffin, OH 44883
567-220-4062

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Dave Williams - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3400

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The Goens McCall Group - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7862

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Douglas Pyle - Ameriprise Financial Services, LLC

2244 Centennial Rd

Toledo, OH 43617
419-843-3840

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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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Jeff Mumper - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-792-8025

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John Gillman - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5023

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Michael O. Leamon - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-673-1072

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

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7482

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Bart Metzler - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1738

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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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Jennifer Moenter - Ameriprise Financial Services, LLC

312 N Main St

Delphos, OH 45833
419-695-7010

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Cleveland, OH Branch Office - UBS Financial Services Inc.

600 Superior Ave East
27th Floor

Cleveland, OH 44114
216-736-2888

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Wealth Advocate Group

3750 Park East Drive
Suite 200

Beachwood, OH 44122
440-505-5578

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Fifth Third Private Bank - Michael Jones

550 N Summit St

Toledo, OH 43604
419-259-0072

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The Hale Group - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-292-1220

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Milestone Wealth Advisors - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2123

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Mel M. Rochowiak

5600 Blazer Parkway
Ste 300

Dublin, OH 43017
614-792-8085

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Krenz Locala Ruby Wealth Management - UBS Financial Services Inc.

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7442

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Upper Arlington, OH Branch Office - UBS Financial Services Inc.

5007 Horizons Drive
Suite 200

Columbus, OH 43220
614-442-6240

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Thomas Austin

5963 Andrews Rd

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

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Brian J Golden - Ameriprise Financial Services, LLC

8425 Pulsar Pl
Ste 420

Columbus, OH 43240
614-846-7193

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Stroud Wealth Management

1186 E Home Rd

Springfield, OH 45503
937-342-0100

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CORE Wealth Management Group - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4171

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Allstate Personal Financial Representative: Gary Tentler

2022 Locust St S

Canal Fulton, OH 44614
330-854-2333

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Allstate Personal Financial Representative: Brian Kennedy

16686 Hilltop Park Pl

Chagrin Falls, OH 44023
440-247-1777

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

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-442-6285

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Phillip A Schwegmann - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8337

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Shaffer Capital

550 Polaris Parkway
Suite 130

Westerville, OH 43082
614-891-1200

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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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Allstate Personal Financial Representative: Todd Domsitz

119 N Main St

Union, OH 45322
937-836-3300

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Allstate Personal Financial Representative: James McGlone

944 Galloway Rd

Galloway, OH 43119
614-851-0910

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Kurtz Bros. - Landscape Supply Center

13532 Broadway Avenue

Garfield Heights, OH 44125
216-986-7000

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Pizza Hut

7183 East Broad Street

Blacklick, OH 43004
614-328-0302

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Douglas Sanker - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-356-8062

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Monica Dwyer, CFP®, CDFA®

8836 Cincinnati Dayton Rd
A

West Chester, OH 45069
513-779-3030

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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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Ned Altic - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7847

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Western Reserve Wealth Advisors

195 Park Place

Chagrin Falls, OH 44022
440-247-2751

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Nancy Flogge - Ameriprise Financial Services, LLC

1315 Corporate Dr
Ste A

Hudson, OH 44236
330-650-2550

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Paul J La Banc - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

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HomeWell Care Services

1329 E Kemper Rd
Suite 4214

Cincinnati, OH 45246
513-791-4824

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Peter Brown - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2476

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VILLA

7909 Euclid Ave

Cleveland, OH 44103
216-721-0156

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VILLA

3620 Belmont Ave

Youngstown, OH 44505
330-759-4840

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DTLR

10612 Lorain Ave
Space 230

Cleveland, OH 44111
216-941-5917

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DTLR

3348 Steelyard Dr

Cleveland, OH 44109
216-741-1820

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Keith Fledderjohann - Ameriprise Financial Services, LLC

201 W Spring St

St Marys, OH 45885
419-394-8171

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SP+ Parking

40 N Front St

Columbus, OH 43215
614-224-1320

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DTLR

535 Dorr St

Toledo, OH 43604
419-244-9038

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Stephan and Associates

354 N Detroit St.

Xenia, OH 45385
937-374-2002

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VILLA

4071 Lee Rd
Space 150

Cleveland, OH 44128
216-751-5656

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Marlin & Associates Financial Services, LLC

100 East Jackson Street

Paulding, OH 45879
260-704-3272

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Stratos Wealth Partners

300 E. Broad St
Suite 530

Columbus, OH 43215
614-610-4862

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Donna Rizor Longfellow - UBS Financial Services Inc.

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7418

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Joseph Licate - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-3663

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Thomas Massey - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-2855

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Michael Mckay - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4190

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The Raab/Green Team - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2778

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The Hartman/Bartel Group - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-356-8130

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Fifth Third Securities - Brian Adams

22480 Lakeshore Boulevard

Euclid, OH 44123
216-731-9488

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Kehoe Financial

125 Boggs Lane

Cincinnati, OH 45246
513-481-8555

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Mayeux Wealth Management - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6592

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RBA Financial Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1340

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Patty Heimbuch - Ameriprise Financial Services, LLC

11145 Reading Rd

Cincinnati, OH 45241
513-554-1104

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Royalton Insurance Agency

10147 Royalton Road
Suite B

Cleveland, OH 44133
440-230-5385

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Robert Zaremba - Ameriprise Financial Services, LLC

30100 Chagrin Blvd
Ste 180

Pepper Pike, OH 44124
216-825-2344

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Stephanie Mccurdy - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-855-8797

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Rachel Keesey - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5064

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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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MML Wealth Management - UBS Financial Services Inc.

600 Superior Avenue East
27th Floor

Cleveland, OH 44114
216-736-3604

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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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Thomas Purcell - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4164

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Jeffrey Kota - Ameriprise Financial Services, LLC

290 E Milltown Rd
Ste C

Wooster, OH 44691
330-263-1930

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Michael Vantusko - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3043

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James Mayeux - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6592

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Vance Financial Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1336

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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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Van Winkle Wealth Management Group, LLC

263 Deo Dr

Newark, OH 43055
740-366-1110

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Fifth Third Private Bank - Robert Lambert

38 Fountain Square Plaza

Cincinnati, OH 45263
513-534-5261

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Daniel Christie - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1338

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John Morris - Ameriprise Financial Services, LLC

1512 W Church St

Newark, OH 43055
740-349-3878

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Westlake, OH Branch Office - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2740

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James Johnson - Ameriprise Financial Services, LLC

250 W Old Wilson Bridge Rd
Ste 150

Worthington, OH 43085
614-396-4007

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Warren Cox - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-356-8112

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Paul Corbeil - UBS Financial Services Inc.

43 Village Way
Suite 201

Hudson, OH 44236
330-655-7455

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R H Anning Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5276

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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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Cardinal Wealth Management

626 North 4th Street
Suite 101

Steubenville, OH 43952
740-314-8342

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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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Barry Shelley - Ameriprise Financial Services, LLC

9100 Ctr Pointe Dr
Ste 180

West Chester, OH 45069
513-642-2503

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Damion Crannis - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2776

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Robert Wood - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4152

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John M. Marmion Jr. - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-442-6294

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Lawrence Rogers III - UBS Financial Services Inc.

8044 Montgomery Road

Cincinnati, OH 45236
513-792-5258

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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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Jay Bowman - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4176

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Jonathan Kesselman, CFP - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-673-1061

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Bradley H. Bartel, CFP - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-356-5224

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Patrick M. Ford, CFP - UBS Financial Services Inc.

180 Market Street
Suite 200

New Albany, OH 43054
614-939-2054

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Joseph Peters - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5279

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Timothy Giglio - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5939

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Northwest Wealth Management Group - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5869

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The COR Investment Group - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-460-6542

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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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Anthony Venetta - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-793-3199

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Cynthia Bassett - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-621-1191

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The Powers Group - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl