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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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Anne Megerle

Creative Planning

8044 Montgomery Rd. Suite 170

Cincinnati, OH 45236
(913) 3382727

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David Sparks

Creative Planning

3805 Edwards Rd. Suite 550 Office 6

Cincinnati, OH 45209
(513) 5517548

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Jay Lame

Creative Planning

8044 Montgomery Rd. Suite 170

Cincinnati, OH 45236
(913) 3382727

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Judd Eberhart

Creative Planning

3805 Edwards Rd. Suite 550 Office 6

Cincinnati, OH 45209
(513) 3101437

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Kevin Copley

Creative Planning

3805 Edwards Rd. Suite 550 Office 6

Cincinnati, OH 45209
(513) 8026595

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Matt Pitzer

Creative Planning

8044 Montgomery Rd. Suite 170

Cincinnati, OH 45236
(913) 3382727

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Matt Steciow

Creative Planning

1900 Polaris Parkway Suite 412

Columbus, OH 43240
(614) 7047263

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Shon Anderson

Anderson Financial Strategies

2500 Stratacache Tower

Dayton, OH 45423
(937) 6109388

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Adam Roslovic

Edelman Financial Engines, LLC

1 Easton Oval
Suite 340

Columbus, OH 43219
(614) 4543393

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Donald Felty, PhD

Donald Felty Llc

6989 Morris Road

Fairfield Township, OH 45011
(513) 2841959

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Doug Corp

Edelman Financial Engines, LLC

1449 Boardman-Canfield Rd Suite 170

Boardman, OH 44512
(330) 7263100

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James Elios

Elios Financial Group, Inc.

30700 Center Ridge Road

Westlake, OH 44145
(440) 6179100

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Karla Stanton CFP®, AIF®

Engler, Garrow & Roth, Ltd

1645 Indian Wood Circle
Ste.102

Maumee, OH 43537
(419) 7940550

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Doug Kinsey

Artifex Financial Group, LLC

2305 Far Hills Avenue

Dayton, OH 45419
(885) 7526644

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Chris Oberholzer

Infinity Wealth Counsel

433 West Loveland Avenue

Loveland, OH 45140
(513) 5633500

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Brian Mills

Mills Financial Planning,Inc.

545 Metro Place South
Suite 100

Dublin, OH 43017
(614) 5040402

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Brent Dickerson, MS CFP® EA

Over Coffee Financial LLC

19300 Detroit Rd
Suite 204

Rocky River, OH 44116
(440) 7218052

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Kevin Kroskey, CFP®, MBA

True Wealth Design, LLC

700 Ghent Road, Suite 100

Akron, OH 44333
(330) 7770688

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Maria Santiago

Edelman Financial Engines, LLC

Summit Woods I Building
100 East Business Way Suite 360

Cincinnati, OH 45241
(513) 3342851

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Matt Meister

Edelman Financial Engines, LLC

10100 Innovation Drive
Suite 160

Miamisburg, OH 45342
(937) 4311925

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Dave Wilder

Total Wealth Planning LLC.

4665 Cornell Rd
Suite 160

Cincinnati, OH 45241
(513) 9846696

List of Additional Retirement Planners in Ohio*

* Additional advisor listing is provided in partnership with Yext

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Bush & Associates - Ameriprise Financial Services, LLC

2244 Centennial Rd

Toledo, OH 43617
4198433840

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Ben Feldmeyer - Ameriprise Financial Services, LLC

6500 Centerville Business Pkwy

Dayton, OH 45459
9376105570

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Renee Hefner - Ameriprise Financial Services, LLC

3378 State Route 5 NE

Cortland, OH 44410
3306385525

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Glen Cleary & Associates - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
3304975304

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Alpha Financial Planning

6241 Riverside Drive

Dublin, OH 43017
6143840499

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Thomas Kenney - Ameriprise Financial Services, LLC

255 Executive Dr

Marion, OH 43302
7403878402

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Mike Roderick - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
6147263400

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Mark Kruse - Ameriprise Financial Services, LLC

2244 Centennial Rd

Toledo, OH 43617
4198433840

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Mark Cooperrider - Ameriprise Financial Services, LLC

30100 Chagrin Blvd
Ste 180

Pepper Pike, OH 44124
2164645866

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Rick Moller - Ameriprise Financial Services, LLC

1925 Newark Granville Rd

Granville, OH 43023
7405871592

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Ziegler and Associates - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
2164478960

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Tim McGarvey - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
6147263400

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Alexander Reed - Ameriprise Financial Services, LLC

81 Mill St
Ste 100

Gahanna, OH 43230
6142690195

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The Daniels Group - Morgan Stanley

4030 Smith Rd
Ste 200

Cincinnati, OH 45209
5135628364

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Jeff Mumper - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
5137928025

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ViewPoint Wealth Partners - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
2164478960

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Ronald Ginter - Ameriprise Financial Services, LLC

10050 Innovation Dr
Ste 310

Miamisburg, OH 45342
9373128333

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David Sluss - Ameriprise Financial Services, LLC

5911 Renaissance Pl
Ste A

Toledo, OH 43623
4197243899

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The Land Financial Group - Ameriprise Financial Services, LLC

30100 Chagrin Blvd
Ste 180

Pepper Pike, OH 44124
2164643900

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Brian Miller - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
2164471470

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2020 Wealth Advisors

212 East Third Street
Suite 100

Cincinnati, OH 45202
7402174148

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Randy Ryan - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
6143100501

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Jeff McDaniels - Ameriprise Financial Services, LLC

3333 Massillon Rd
Ste 110

Akron, OH 44312
3306288000

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David M Valentine - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
3304975304

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Javier Piquero - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
6143100501

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Jennifer Bower - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
2164471470

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John M Reymann - Ameriprise Financial Services, LLC

90 Hidden Ravines Dr

Powell, OH 43065
6143963800

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Jeff Gilbert - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
6146431676

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Nate Blair - Ameriprise Financial Services, LLC

8710 Cleveland Ave NW

North Canton, OH 44720
3305951700

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Allan M Poturalski - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
4198425353

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Shaun Patterson - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
6147263417

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Stephen O'Neill - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
5137928022

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Jason Gilbert - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
6146212639

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M Bud Matkovic Jr - Ameriprise Financial Services, LLC

1315 Corporate Dr
Ste A

Hudson, OH 44236
3306502550

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Ryan Oltorik - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
5132471522

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Mark Randall - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
6146212639

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Michael Price - Ameriprise Financial Services, LLC

2727 N Holland Sylvania Rd
Ste K

Toledo, OH 43615
4198428428

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Bolt Financial Group

5701 N. High St.

Worthington, OH 43085
6146350102

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George Goodall - Ameriprise Financial Services, LLC

5770 Gateway Blvd
Ste 104

Mason, OH 45040
5133225611

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Vision Advisory Group - Ameriprise Financial Services, LLC

250 W Old Wilson Bridge Rd
Ste 150

Worthington, OH 43085
6143964029

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American Portfolios

126 Northwood Dr

Dover, OH 44622
3303642605

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James Bingham - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
4409347100

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Jason Gedert - Ameriprise Financial Services, LLC

99 Ashwood Dr
Ste A

Tiffin, OH 44883
4194488215

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Joseph Shults - Ameriprise Financial Services, LLC

4901 Hunt Rd
Ste 201

Blue Ash, OH 45242
5133368580

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Adam Pfaff - Ameriprise Financial Services, LLC

3015 Newmark Dr

Miamisburg, OH 45342
9372472377

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Anderson Financial Strategies

2500 Kettering Tower

Dayton, OH 45423
9376109388

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Michael Vulku - Ameriprise Financial Services, LLC

2035 Crocker Rd
Ste 201

Westlake, OH 44145
4408998600

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Jahn D Gazder - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
5139849700

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David Rider - Ameriprise Financial Services, LLC

3333 Niles Cortland Rd NE

Cortland, OH 44410
3306373556

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Allstate Personal Financial Representative: Mark McGinnis

3333 Massillon Rd
Ste 6

Akron, OH 44312
3306905132

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Bradley A Handel - Ameriprise Financial Services, LLC

940 Windham Ct
Ste 8

Youngstown, OH 44512
3307290173

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Jason Netherton - Ameriprise Financial Services, LLC

3333 Massillon Rd
Ste 110

Akron, OH 44312
3306288000

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Spearman Financial Services LLC

710 S Main St
B

Mount Vernon, OH 43050
7403970731

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Brian Hamilton - Ameriprise Financial Services, LLC

8710 Cleveland Ave NW

North Canton, OH 44720
3305951700

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Susan Vasu - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
4409347100

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Cheryl L Carpenter - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732466

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Fifth Third Preferred - Christina Israel

915 Elliott Drive

Middletown, OH 45044
5139885766

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Boreman Norton Cook Wealth Partners

202 North Market Street

Wooster, OH 44691
3302637800

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Richard Pierce - Ameriprise Financial Services, LLC

445 Hutchinson Ave
Ste 500

Columbus, OH 43235
6149870087

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Michael Alexander - Ameriprise Financial Services, LLC

90 Hidden Ravines Dr

Powell, OH 43065
6143963800

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Nathan Bryan - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
6147263437

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Jeffrey McGlone - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
9373122248

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A Squared Financial LLC

2225 Sheringham Road

Columbus, OH 43220
6143100272

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Chrystal Swope - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
3302864366

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Stroud Wealth Management

1186 E Home Rd

Springfield, OH 45503
9373420100

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Bart Metzler - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
5133461738

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Karen F Levy - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
5135628347

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Joe Flinner - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
4409347100

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Ascension Wealth Management

11427 Reed Hartman Highway

Cincinnati, OH 45241
5137958070

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Gene Peters - Ameriprise Financial Services, LLC

5770 Gateway Blvd
Ste 104

Mason, OH 45040
5133225611

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Russell Fish - Ameriprise Financial Services, LLC

8425 Pulsar Pl
Ste 420

Columbus, OH 43240
6148467193

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Tom Asimou - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
4409347100

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Fifth Third Preferred - Theresa Sdrakas

30532 Detroit Road

Westlake, OH 44145
4404140087

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Steven Lutz - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
5138524467

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John Carnes - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
5138524462

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Heath Countryman - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
9374015618

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Ian Malhoit - Ameriprise Financial Services, LLC

5954 Renaissance Pl
Ste A

Toledo, OH 43623
4197259215

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Appalachian Capital Management Ltd.

51461 Jennifer Lane
Suite 215

Saint Clairsville, OH 43950
7406953434

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Michael Rothstein - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
6146431680

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Bill Evans - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
6146212639

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Malhoit & Associates - Ameriprise Financial Services, LLC

5954 Renaissance Pl
Ste A

Toledo, OH 43623
4197259213

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Stephen L Schippel Consulting, LLC

33850 Parkside Dr

Columbia Station, OH 44028
6236804578

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Vance Bennett Financial Services

5650 Blazer Parkway
Suite 100

Dublin, OH 43017
7409733792

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Joseph Dotolo - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
6147263407

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Drew Harmon - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
5139849700

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Annie Zhang - Ameriprise Financial Services, LLC

3250 W Market St
Ste 300

Fairlawn, OH 44333
3304757058

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April McMain - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
2164478960

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Larry Klotz

655 Beaver Creek Circle

Maumee, OH 43537
4193449934

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Abel Financial Strategies

3130 Winding Woods Drive

Powell, OH 43065
6144991201

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Ray Jones - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
6146431677

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John Viers - Ameriprise Financial Services, LLC

255 Executive Dr

Marion, OH 43302
7403878402

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John R Lung - Ameriprise Financial Services, LLC

6011 Renaissance Pl
Ste 1

Toledo, OH 43623
4198415405

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Andrea Larason - Ameriprise Financial Services, LLC

8425 Pulsar Pl
Ste 420

Columbus, OH 43240
6148467193

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Bishop Financial Advisors

591 Boston Mills Road
Suite 500

Hudson, OH 44236
3303424080

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Fifth Third Private Bank - Matthew Griffin, CFP®

38 Fountain Square Plaza

Cincinnati, OH 45202
5135348676

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Denise Shafer - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
4409347100

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Advanced Capital Advisory Group, LLC

8040 Hosbrook Road
Suite 300

Cincinnati, OH 45236
8664326229

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Aptus Tax Advisory Group

639 Carle Avenue

Lewis Center, OH 43035
6149171040

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Monica Malhoit - Morgan Stanley

6250 Levis Common Blvd, 2nd
Fl

Perrysburg, OH 43551
5673364726

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Ask Rafi Retirement Lifestyle Solutions

4031 Colonel Glenn Highway
Suite 107

Beavercreek, OH 45431
9374274292

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Jason Goodall - Ameriprise Financial Services, LLC

5770 Gateway Blvd
Ste 104

Mason, OH 45040
5133225611

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Guidelight Financial Group - Ameriprise Financial Services, LLC

3378 State Route 5 NE

Cortland, OH 44410
3306385525

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Jessica Simpson - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
6143100501

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Nalli, Berardi & Associates - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
6147263400

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Zachary Rice - Ameriprise Financial Services, LLC

20 South Ln

Troy, OH 45373
9373352437

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Steven Zid - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
6147983239

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Feldmeyer Financial Group - Ameriprise Financial Services, LLC

6500 Centerville Business Pkwy

Dayton, OH 45459
9376105570

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American Portfolios of Canfield

43 North Broad Street

Canfield, OH 44406
3307021560

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Nathan Daugherty - Ameriprise Financial Services, LLC

5860 Venture Dr
Ste B

Dublin, OH 43017
6143893400

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Christy Stutzman - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
3304914027

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Mary Deasey - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732425

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Daniel Wolff - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
6144602608

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Scott D Brown - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
4198425312

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Jeffrey R Barone - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
3302864401

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Diane Drissen-Shamrock - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
3302864392

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Bradley Shelley - Ameriprise Financial Services, LLC

9100 Ctr Pointe Dr
Ste 180

West Chester, OH 45069
5136422503

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Sylvania, OH Branch Office - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
4193185117

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Fifth Third Preferred - Matthew Ward

2455 Hilliard Rome Road

Hilliard, OH 43026
6142198871

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Jerome Van De Motter - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
2162921227

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Chelsie Brenneman Gibson - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
3306704653

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Allred Harris Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
5137625232

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Sean O'Riordan - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
4128032155

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Philip Noble - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
4198425393

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Triad Group - UBS Financial Services Inc.

8044 Montgomery Road

Cincinnati, OH 45236
5137925272

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Canton, OH Branch Office - UBS Financial Services Inc.

4774 Munson Street NW
Suite 202

Canton, OH 44718
3304984160

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Redinger Wealth Management - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
4406731074

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Sarran Zaring Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
5137625379

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Robert M Fox - Morgan Stanley

6250 Levis Common Blvd
2nd Fl

Perrysburg, OH 43551
5673364721

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Tim Dippold - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
5137625355

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Mark Poulin - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732454

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George Beddie - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
5133461767

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John Zuba - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
5137625356

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Steven M. Licciardi - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
2165233010

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Paul R Hedges - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732467

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Maryann Pietromonaco - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
5138524401

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Cheryl Sternasty - Ameriprise Financial Services, LLC

3333 Massillon Rd
Ste 110

Akron, OH 44312
3306288045

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Douglas Pyle - Ameriprise Financial Services, LLC

2244 Centennial Rd

Toledo, OH 43617
4198433840

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James Stefanoff - Ameriprise Financial Services, LLC

8801 N Main St
Ste 101

Dayton, OH 45415
9372400874

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Gregory T Kaufman - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
6147983247

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Joseph Peters - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
5137925279

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

3601 Rigby Road

Miamisburg, OH 45342
9374281330

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Christina Dawn Lutz - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
5138524474

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RHC Financial Systems

16404 Madison Ave

Lakewood, OH 44107
2162267200

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Ann Sanford - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
4198426503

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Dean Schockling - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732476

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Andrew B Weiner - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
4198425388

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Joel Rupp - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
4198426505

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Robert Newsock - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317854

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Terry Regan - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
5138524447

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Brian Mackert - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
4408926738

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Mark J Morena - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
3304914005

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Brian Becker - Ameriprise Financial Services, LLC

6060 Renaissance Pl
Ste H

Toledo, OH 43623
4197259211

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Mose Richardson - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
5137923771

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James Brandon Creech - Ameriprise Financial Services, LLC

6500 Centerville Business Pkwy

Dayton, OH 45459
9376105570

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James Mayeux - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
9372266592

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Kenneth Goldhoff - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
5137922433

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Kimberly Feck - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
5138524173

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Capital Advisory Services, LLC

8240 Beckett Park Dr
B

West Chester, OH 45069
5139427000

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Betsy Gouvernayre - Ameriprise Financial Services, LLC

836 W South Boundary St
Ste 2B

Perrysburg, OH 43551
4198746923

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Daniel Winkler - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317873

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Alex Joseph - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
6144602680

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Kleinfelder Capital

8050 Hosbrook Road
Suite 200

Cincinnati, OH 45236
5138089700

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KB&P Financial Partners

2230 North Limestone Street

Springfield, OH 45503
9373908750

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The Coggins Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
5137625338

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April L. Salvito - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
6144602623

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Troy DeBord - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
5137922483

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Timothy Giglio - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
5135795939

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James Johnson - Ameriprise Financial Services, LLC

250 W Old Wilson Bridge Rd
Ste 150

Worthington, OH 43085
6143964007

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Brauley/Wagner Wealth Management - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
5133694131

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Joshua Harrell - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
2164478960

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Karen Cookston - Ameriprise Financial Services, LLC

250 W Old Wilson Bridge Rd
Ste 150

Worthington, OH 43085
6143964028

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Michael Kozlowski - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
2164478960

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Riverwatch Wealth Management - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
5135795870

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Alexander D. Barclay - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
2165233058

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Christopher Roborecki - Ameriprise Financial Services, LLC

6100 Oak Tree Blvd
Ste 105

Independence, OH 44131
2166743112

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Steven Arengo, CFP, AIF - Interdependent Advisors

5450 Crestwood Drive

Mason, OH 45040
8134756171

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Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317800

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The Goens McCall Group - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317862

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Wilsons Leather

400 South Wilson Rd.
Spc. 1045

Sunbury, OH 43074
7409654054

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The Western Reserve Group - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
2343804802

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Brian J Edwards - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732401

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DBR & Co

811 Madison Ave
Fl 7

Toledo, OH 43604
4195749399

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Lisa Szucs - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
3306707771

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Carol B. Goodman - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
5135628362

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Brant Giere - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
3306707723

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Luke Jones - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
5139849700

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Matthew R. Smith - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
5135628384

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Peter Laffoon - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
5135628332

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Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
3304928285

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Kunkel Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
5137922118

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Thomas J Metcalfe, CFP - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
2167658365

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Swinehart & Associates Financial Planning And Investments

2499 W Main St

Troy, OH 45373
9373393285

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CORE Wealth Management Group - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
5133694171

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Allstate Personal Financial Representative: James Rightnowar

314 W Dussel Dr

Maumee, OH 43537
4197947766

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Keith W Smith - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
2343804811

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Gary Brahler - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
4408356811

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Morgan Stanley

4030 Smith Rd
Ste 200

Cincinnati, OH 45209
5135798300

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The Sophia Jose Group - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
2163604900

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Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
2343804800

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Allstate Personal Financial Representative: Jeffrey Little

6616 Monroe St
Ste 10

Sylvania, OH 43560
5104352000

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L. Michael Roether - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
2165233006

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Hickey & Associates

26 S Vernon St

Sunbury, OH 43074
7409654242

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William R Sarran - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
5137625269

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Roger A. Piper - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
3304914019

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VILLA

3580 Mayfield Rd

Cleveland, OH 44118
2166913832

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Janet Schiciano - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
2163608606

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Bechtel Financial Services, Inc.

1745 Indian Wood Circle
Suite 265

Maumee, OH 43537
4198972400

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Karl Kessler - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
9372914200

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The NKYGroup - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
5138524410

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Doug Sutton - Ameriprise Financial Services, LLC

120 E Ervin Rd

Van Wert, OH 45891
4192381610

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Jack Dewitt - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
3306704616

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Charles Brennan - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
2162929047

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Fifth Third Private Bank - Ryan Hoskins

38 Fountain Square Plaza

Cincinnati, OH 45202
5135343966

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Fifth Third Private Bank - Bradley Wilder

38 Fountain Square Plaza

Cincinnati, OH 45202
5135346595

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Allstate Personal Financial Representative: Gary Tentler

2022 Locust St S

Canal Fulton, OH 44614
3308542333

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Wild Bill's Tobacco

1480 N Shoop Ave

Wauseon, OH 43567
4193371000

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Scoape Financial Group

7100 Dixie Highway
Suite 122

Fairfield, OH 45014
5137722191

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Kurtz Bros. - Landscape Supply Center

32800 Lakeland Boulevard

Willowick, OH 44095
2169867000

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Kurtz Bros. - Landscape Supply Center

1180 Miller Road
Suite 100

Avon, OH 44011
2169867000

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Erin L. Stickel

1684 Woodlands Dr
Suite 100

Maumee, OH 43537
4193442716

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Goosehead Insurance - Jeff Knight

1172 West Galbraith Rd
Suite 214

Cincinnati, OH 45231
5139065606

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Fifth Third Private Bank - Sheila Simmons

38 Fountain Square Plaza

Cincinnati, OH 45202
5135340723

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Fifth Third Insurance - Daniel Greene

38 Fountain Square Plaza

Cincinnati, OH 45202
5135340294

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Fifth Third Insurance - Clif Kennedy

38 Fountain Square Plaza

Cincinnati, OH 45202
5135342052

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Pure Barre

9037 Union Centre Blvd.

West Chester, OH 45069
5132049644

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Stephen Berardi - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
6147263403

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Mary Davenport-Yant - Ameriprise Financial Services, LLC

1234 Ridgewood Dr
Ste B

Bowling Green, OH 43402
4193546179

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Lumber Liquidators Flooring Co.

6025 Kruse Drive
Suite 141

Solon, OH 44139
4407690808

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Lifeguard Financial

7536 Mentor Ave

Mentor, OH 44060
4409421936

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Fifth Third Mortgage - Dennis Hanisch

5001 Kingsley Drive

Cincinnati, OH 45227
8664994784

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Edward Jones - Financial Advisor: Jeff Studniarz

5564 Wilson Mills Rd
Ste 103

Highland Heights, OH 44143
4404427010

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VILLA

10581 St Clair Ave
Building B, Suite #1

Cleveland, OH 44108
2167610059

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Edward Jones - Financial Advisor: Tyler E Schmidt

8390 E Kemper Rd
Suite C

Cincinnati, OH 45249
5132470487

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Paul's Flowers

49 Public Square

Mount Vernon, OH 43050
7403977117

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Primrose School of Strongsville- Coming Soon!

18713 Pearl Road

Strongsville, OH 44136
4402539922

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PDS Planning

475 Metro Place S
Suite 460

Dublin, OH 43017
6144818449

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Zickau & McCormick LLC

545 Metro Place S.
Suite 100

Dublin, OH 43017
6147348350

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Randall Brown - Gateway Mortgage Group

2021 Park Avenue West
Ste. 101

Ontario, OH 44906
4196326640

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Benjamin Borich - Morgan Stanley

545 Metro Pl South
#300

Dublin, OH 43017
6147983255

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Allstate Personal Financial Representative: Brian Kennedy

16686 Hilltop Park Pl

Chagrin Falls, OH 44023
4402471777

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Alan Weilacher - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
2162929081

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Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
2165233000

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Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
4198426500

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Financial Accounting Services, Inc

519 S Otterbein Ave
17

Westerville, OH 43081
6148902156

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Terry Bissonett - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317812

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Allstate Personal Financial Representative: Jeff Ellis

4737 Erie Ave SW

Navarre, OH 44662
3308792200

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Allstate Personal Financial Representative: George Buell

538 S Canfield Niles Rd

Austintown, OH 44515
3307922695

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The CGM Group - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
5137212000

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Scott Carter - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
5137922477

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Elizabeth Dreyer - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
5138524457

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Foster Kavanaugh Wealth Management Group - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
5137867951

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Nancy L Del Grosso - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
5138524483

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Marmion Wealth Management - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
6144426295

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Allstate Personal Financial Representative: Joseph Doner

8561 S Mason Mntg Rd
Ste 27

Mason, OH 45040
5133366624

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Tj B. Johnson - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
2165233145

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Allstate Personal Financial Representative: Thomas D Amico

1377 E Stroop Rd
Ste 312

Kettering, OH 45429
9377238772

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Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732086

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Allstate Personal Financial Representative: James Halsey

119 N Main St

Union, OH 45322
9378323343

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Joseph Vinciguerra - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
6147983232

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The Bracci Stuart Group - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317800

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Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
3306704600

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The Raab/Green Team - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
4404142778

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Morgan Stanley

15 South High Street

New Albany, OH 43054
6147418915

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Zachary Stanley - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
2167362815

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Allstate Personal Financial Representative: Iris Kessler

26777 Lorain Rd
Ste 3

North Olmsted, OH 44070
4407168001

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The Hartman/Bartel Group - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
4403568130

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John R Cook - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
6147983201

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April Whitehead - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
9372914200

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Benjamin F. Edwards & Co.

1 E Campus View Blvd
260

Columbus, OH 43235
6148259575

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Fifth Third Mortgage - Scot Pataky

309 North Leavitt Road

Amherst, OH 44001
4405060526

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Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
5137212000

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Landmark Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road

Cincinnati, OH 45236
5137925245

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Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
5137625200

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TPG Wealth Management - UBS Financial Services Inc.

43 Village Way
Suite 201

Hudson, OH 44236
3306557455

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Randolph Byrd - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
9374281333

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Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
2163604900

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Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
6142280600

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Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
4408356750

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Kyle R Langerman - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
2163604937

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Anastasia June Duble - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
6144426259

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Lawrence J. Hayes - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
9374281329

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

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
6144426256

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Dian Schmid - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317824

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Metcalfe Wealth Management - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
2169101038

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Chris Burt - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
3304914015

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Jonathan Hale - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9372234061

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Scott Masters - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
4408356815

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Brian M Andzik - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317880

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Scott Horning - Ameriprise Financial Services, LLC

1120 W Maple St
Ste B

Hartville, OH 44632
3308778507

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Kec, Walker & Associates - Ameriprise Financial Services, LLC

2250 Levis Commons Blvd

Perrysburg, OH 43551
4193541948

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Jeric Wisecup - Ameriprise Financial Services, LLC

10050 Innovation Dr
Ste 310

Miamisburg, OH 45342
9374330233

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Nancy Flogge - Ameriprise Financial Services, LLC

1315 Corporate Dr
Ste A

Hudson, OH 44236
3306502550

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Margaret E McLurg - Ameriprise Financial Services, LLC

6265 Emerald Pkwy
Ste 150

Dublin, OH 43016
6143895017

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Gregg A. Hartman - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
4403568130

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Collin Brooks - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
4408926735

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Pat Patton - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
5133461776

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Stephen Kohls - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
9373122214

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Westlake, OH Branch Office - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
4404142740

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

18500 Lake Road
Suite 400

Rocky River, OH 44116
4403565237

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The Western Reserve Financial Group - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
2162921212

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Shore West Financial Group - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
4404142781

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Brian D Lippert - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
3304914006

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Thomas E Kahle - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732427

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Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
3302864391

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Chris Bidwell - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
9373122218

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Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
6147983100

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Fifth Third Securities - Jeremy Gates

5771 Wooster Pike

Fairfax, OH 45227
5137668601

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Sanfillipo Financial

5600 Blazer Parkway
Suite 300

Dublin, OH 43017
6143583244

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Embrescia Wealth Management Group

3750 Park East Drive #200a

Beachwood, OH 44122
4405055716

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Financial Freedom, LLC

8044 Montgomery Road
Suite 700

Cincinnati, OH 45236
5136976400

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Forestview Financial Partners

1967 Forestview Lane

Delaware, OH 43015
6149541154

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Teppe Financial Services

8354 Princeton Glendale Road
Suite 216

West Chester, OH 45069
5138748381

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Center for Wealth Management

4355 Ferguson Drive
Suite 200

Cincinnati, OH 45245
5134075430

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Metzger Financial Services

1337 N. Cable Rd.

Lima, OH 45805
4192256067

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The Fox Thistlethwaite Group - Morgan Stanley

6250 Levis Common Blvd, 2nd
Fl

Perrysburg, OH 43551
5673364722

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Fifth Third Securities - Dan Markarian

120 West Kemper Road

Springdale, OH 45246
5133261199

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Client Centric Financial Advisors

9961 Brewster Lane
Suite 200

Powell, OH 43065
6148693001

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Niehaus Financial Services, LLC

5600 Harrison Avenue

Cincinnati, OH 45248
5134719600

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Cardwell Financial Group, LLC.

7956 Clyo Road
Suite A

Centerville, OH 45459
9374360000

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Stephen C. Dawes, CPA/PFS

193 E Water St.

Chillicothe, OH 45601
7407020000

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Fleming Watson Financial Advisors

512 Third St

Marietta, OH 45750
7403734877

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Fifth Third Securities - Nicholas Elias

9990 Montgomery Road

Montgomery, OH 45242
5136999157

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Carnegie Investment Counsel

30300 Chagrin Blvd.

Pepper Pike, OH 44124
8003212322

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James E. Ghory, Jr. - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317890

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Uhrig Financial

71 E 2nd

Chillicothe, OH 45601
7407733331

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Jason M. Orsky Wealth Management

671 Columbia Road
Suite 1

Westlake, OH 44145
4408356550

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Dougherty & Associates

8044 Montgomery Rd.
Suite 450

Cincinnati, OH 45236
5137457007

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Fifth Third Preferred - Renee Kapanke

309 North Leavitt Road

Amherst, OH 44001
4409880403

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Eastwind Capital Wealth Management

921 Eastwind Drive
Suite 101

Westerville, OH 43081
6148882230

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Fifth Third Preferred - Ivan Uskokovic

1209 Som Center Rd

Mayfield Heights, OH 44124
4404615738

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Fifth Third Private Bank - Joel Stone

38 Fountain Square Plaza

Cincinnati, OH 45202
5135345766

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Joe W. Bevack - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
2165233026

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Martin Financial Services

1399 E Western Reserve Rd

Youngstown, OH 44514
3303146345

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Professional Guidance Financial Services

103 South Main Street

Mount Vernon, OH 43050
7405042347

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Lori L. Kaplan, CLU

3601 Green Road
Ste 206

Beachwood, OH 44122
2168969985

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OakBridge Financial Partners, LLC

115 North Market St.

Waverly, OH 45690
7409478110

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Financial Freedom, LLC

70 Birch Alley
Suite 240

Beavercreek, OH 45440
9374583661

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Brian Pangburn - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
5138524403

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The Gum Davis Group - Morgan Stanley

6250 Levis Common Blvd
2nd Fl

Perrysburg, OH 43551
5673364315

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Matthew Terwilliger - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732462

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Fifth Third Private Bank - Andrew Hollenkamp

38 Fountain Square Plaza

Cincinnati, OH 45202
5135344275

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Callahan Financial

9428 Kenwood Road

Cincinnati, OH 45242
5134210800

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Jane Shaffer - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
5135628313

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Jonathan Young - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732477

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Wm. Matthew Koch - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
3304914010

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Fifth Third Securities - Nicholas Razzoog

10105 Fremont Pike

Perrysburg, OH 43551
4194105906

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Jared Hoffman - Ameriprise Financial Services, LLC

100 W Old Wilson Bridge Rd
Ste 100

Worthington, OH 43085
6143964020

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Fifth Third Private Bank - Christine Schaub

38 Fountain Square Plaza

Cincinnati, OH 45202
5135340195

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The Aurora Group - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
4198425315

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Fifth Third Securities - Matthew Martin

2570 East Main Street

Bexley, OH 43209
6142315171

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Vago Financial

11351 Pearl Road
Suite 201

Strongsville, OH 44136
4406558344

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Weiler Financial

195 East Broad Street

Pataskala, OH 43062
7409272435

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Gregory B Wells - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
5137625367

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Strategic Financial Solutions

20301 Blackfoot Ave

Euclid, OH 44117
2164811634

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Peter J. Anderson, CFP, AIF

4555 Lake Forest Drive
Suite 230A

Cincinnati, OH 45242
5136934014

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Fifth Third Preferred - Thomas Nehring

5833 Monroe Street

Sylvania, OH 43560
4193185534

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Mark S Baer - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
3306704635

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Fifth Third Preferred - Susanne Swanson

8355 East Washington Street

Chagrin Falls, OH 44023
4405435363

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Fifth Third Securities - Michael Roush

1851 West Main Street

Troy, OH 45373
9373350739

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The Cameron Company, LLC

2216 Pemberton Dr

Toledo, OH 43606
4194677037

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The Costanzo Mack Group - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
2165233000

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SS + D Financial, Inc.

1900 Kettering Tower

Dayton, OH 45423
9372204915

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Kennard Financial Services

5250 Transportation Boulevard
Suite 100

Garfield Heights, OH 44125
2165817400

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Amy E Meredith-Green - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
9373122224

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Gary M. Gilbert and Associates, LLC

1530 West River Rd
Ste 203

Elyria, OH 44035
4403243483

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Strategic Wealth Managment

1230 Lexington Avenue
Suite 101

Mansfield, OH 44907
4195226636

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Carnegie Investment Counsel

2142 Alpine Pl.

Cincinnati, OH 45206
8778041905

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Moyer Financial Services

521 South Main Street
Suite 200

Findlay, OH 45840
4194270097

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Mentor Wealth Management Group

7322 Center Street

Mentor, OH 44060
4402055200

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CenTrust Wealth Management, Inc.

3200 West Market Street
Suite 300

Fairlawn, OH 44333
3308731100

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The Naples Wealth Management Group - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
2343804805

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Ken Boldt Financial Group, Inc.

2205 Greensburg Road

North Canton, OH 44720
3308969946

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Kohn Wealth Management Advisors, LLC

9078 Union Centre Blv
Suite 350

West Chester, OH 45069
5135633469

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Integrity Financial

1931 Georgetown Rd.
Suite 210

Hudson, OH 44236
3306501115

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Ken B Gautschi - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
3302864413

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Wholehan & Associates

2720 Centennial Road

Toledo, OH 43617
4194732323

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Stevens Investment Group, Inc.

8194 Liberty Way

West Chester, OH 45069
5137557536

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Fifth Third Securities - Nicholas Bradley

2700 North Limestone Street

Springfield, OH 45503
9372848844

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Marlin & Associates Financial Services, LLC

100 East Jackson Street

Paulding, OH 45879
2607043272

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David Cox - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317822

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Jaime Goubeaux - Ameriprise Financial Services, LLC

250 W Old Wilson Bridge Rd
Ste 150

Worthington, OH 43085
6143964035

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Tom Zentz - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
6147263400

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Jason A Buehner - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
6146212639

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W. Thomas Bascom - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
5137625213

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Fifth Third Preferred - Benjamin Miller

2601 Far Hills Avenue

Oakwood, OH 45419
9374014718

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Shawna Farnol Bumpus - Morgan Stanley

6250 Levis Common Blvd, 2nd
Fl

Perrysburg, OH 43551
5673364310

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Mel M. Rochowiak

5600 Blazer Parkway
Ste 300

Dublin, OH 43017
6147928085

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Fifth Third Securities - Chad Balhoff

337 South Main Street

Findlay, OH 45840
4194248471

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Staich Financial LLC

99 Park Avenue West, 2nd Floor
Suite E

Mansfield, OH 44902
4195643001

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Voya Financial Advisors, Derek Stiles

10100 Innovation Drive
Suite 120

Miamisburg, OH 45342
9373535475

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Nicole T Edwards - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732402

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Jason E Haines - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
3306707772

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The FLM Group - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
2163604974

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William M Ward - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
9373122220

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Fifth Third Preferred - Saverio Grippa

6403 Branch Hill Guinea Pike

Loveland, OH 45140
5139655160

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Brian Miller - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732415

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The ONE Columbus Group - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732489

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The Andrew Weiner & Crane Team - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
4198425352

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Anna Vargo - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
2165233070

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Victoria Hayward - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
6142294924

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Stratos Wealth Partners

300 E. Broad St
Suite 530

Columbus, OH 43215
6146104862

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Gary Liebel - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
2163604916

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Max K Plunkett II - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
9373122240

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Matthew Zakelj - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732478

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Brian T. Bascom - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
5137625359

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Erin Hackett - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
6144732490

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Nancy Foltz - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
2163604905

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Stephen Burt - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
3304914034

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The Waypoint Group - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
3302864400

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Laura Ann Tomco - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
2165233112

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Stephen E Dauer - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
5137625368

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Brendan Cunningham - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317853

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Max Van Benschoten - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
5137625375

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James Woods - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
3306704608

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R. Randall Bolin - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
9374317871

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Brian Lake - Ameriprise Financial Services, LLC

4481 Munson Rd NW
Ste 304

Canton, OH 44718
3304930063

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Steven Frederick - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
2164478960

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Jose L. Chavez - The Rosselot Financial Group

7426 Jager Court

Cinncinati, OH 45230
5132334312

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Halm Investment Services

2151 Western Avenue

Chillicothe, OH 45601
7407721027

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Laurie Gerdy - Ameriprise Financial Services, LLC

3378 State Route 5 NE

Cortland, OH 44410
3306385525

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Fifth Third Preferred - Theodore Rolf

825 Market Street West

Troy, OH 45373
9378754671

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Fifth Third Private Bank - Robert Lambert

38 Fountain Square Plaza

Cincinnati, OH 45263
5135345261

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Fifth Third Preferred - Benjamin Hout

9990 Montgomery Road

Montgomery, OH 45242
5136999396

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Fifth Third Preferred - Alex Crowthers

1196 Ohio Pike

Amelia, OH 45102
5138430171

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Balanced Wealth Group - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
3304975304

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Fifth Third Private Bank - Charles Grimm

600 Superior Avenue

Cleveland, OH 44114
2162745350

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Shaffer Capital

550 Polaris Parkway
Suite 130

Westerville, OH 43082
6148911200

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Andy Fugazzi - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
6143100501

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William Shulack - Ameriprise Financial Services, LLC

81 Mill St
Ste 100

Gahanna, OH 43230
6143100501

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R David Riedy Jr - Ameriprise Financial Services, LLC

1338 E Perkins Ave
Ste 101

Sandusky, OH 44870
4196265509

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Eric Esposito - Ameriprise Financial Services, LLC

255 Executive Dr

Marion, OH 43302
7403878402

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Marie Elmlinger Shultz - Ameriprise Financial Services, LLC

1604 E Perkins Ave
Ste 109

Sandusky, OH 44870
4196240606

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Mullenbrock & Associates - Ameriprise Financial Services, LLC

228 W Ash St

Piqua, OH 45356
9377738500

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The Legacy Group - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
5137925253

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

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
3306657482

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CAVU Financial, LLC

89 First Street
Suite 212

Hudson, OH 44236
2342005461

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Fifth Third Preferred - Daniel Doerflein

3636 Springdale Road

Cincinnati, OH 45251
5139235448

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Equity Planning Group

4041 West Sylvania Avenue
Suite 200

Toledo, OH 43623
4198423300

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Legacy Planning Group - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
6146212639

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Michael Morger - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
5133461766

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The Smith Group - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
2343804800