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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

James Elios

Elios Financial Group, Inc.

30700 Center Ridge Road

Westlake, OH 44145

440-617-9100

Johnathan W. Roberts

Auxin Group

2923 Smith Rd, Suite 202

Akron, OH 44333

330-237-4065

Karla Stanton

Engler, Garrow & Roth, Ltd

1645 Indian Wood Circle
Ste.102

Maumee, OH 43537

419-794-0550

Shon Anderson

Anderson Financial Strategies

2500 Stratacache Tower

Dayton, OH 45423

937-610-9388

Dave Wilder

Total Wealth Planning LLC.

4665 Cornell Rd
Suite 160

Cincinnati, OH 45241

513-984-6696

Tim Hamilton

FinancialFamilies

2828 Carroll-Southern Road NW

Carroll, OH 43112

614-406-7141

Adam Roslovic

Edelman Financial Engines, LLC

1 Easton Oval
Suite 340

Columbus, OH 43219

614-454-3393

Brian James

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

888-242-6766

Brian Mills

Mills Financial Planning,Inc.

5910 Wilcox Place
Suite F

Dublin, OH 43016

614-504-0402

Britton Riley

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

888-242-6766

Dan Brown

National Wealth Management Group / LPL Financial

11260 Chester Rd Suite 250

Cincinnati, OH 45246

513-252-6140

Doug Kinsey

Artifex Financial Group, LLC

2305 Far Hills Avenue

Dayton, OH 45419

855-752-6644

Justin Kattau

Edelman Financial Engines, LLC

10100 Innovation Drive
Suite 160

Miamisburg, OH 45342

937-490-4548

Kevin Kroskey

True Wealth Design, LLC

700 Ghent Road, Suite 100

Akron, OH 44333

330-777-0688

List of Additional Retirement Planners in Ohio*

* Additional advisor listing is provided in partnership with Yext

Allstate Personal Financial Representative: Iris Kessler

26777 Lorain Rd
Ste 3

North Olmsted, OH 44070
440-716-8001

American Portfolios

126 Northwood Dr

Dover, OH 44622
330-364-2605

Advanced Capital Advisory Group, LLC

8040 Hosbrook Road
Suite 300

Cincinnati, OH 45236
866-432-6229

Lifeguard Financial

7536 Mentor Ave

Mentor, OH 44060
440-942-1936

Fifth Third Private Bank - Damon Muldoon

21 East State Street

Columbus, OH 43215
614-744-5422

Douglas Esenwine

2770 W. Market Street

Fairlawn, OH 44333
216-825-6047

Todd Washburn - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5260

Appalachian Capital Management Ltd.

51461 Jennifer Lane
Suite 215

Saint Clairsville, OH 43950
740-695-3434

The NorthCoast Group - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-360-4900

Allstate Personal Financial Representative: Terry Toth

3501 Lesh St NE

Canton, OH 44705
216-780-4114

Mark Duricky - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-8631

Wild Bill's Tobacco

1480 N Shoop Ave

Wauseon, OH 43567
419-337-1000

Kurtz Bros. - Landscape Supply Center

1180 Miller Road
Suite 100

Avon, OH 44011
216-986-7000

Kurtz Bros. - Landscape Supply Center

32800 Lakeland Boulevard

Willowick, OH 44095
216-986-7000

Goosehead Insurance - Jeff Knight

1172 West Galbraith Rd
Suite 214

Cincinnati, OH 45231
513-906-5606

Fifth Third Insurance - Daniel Greene

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-0294

Fifth Third Insurance - Clif Kennedy

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-2052

Pure Barre

9037 Union Centre Blvd.

West Chester, OH 45069
513-204-9644

VILLA

10581 St Clair Ave
Building B, Suite #1

Cleveland, OH 44108
216-761-0059

Fifth Third Mortgage - Dennis Hanisch

5001 Kingsley Drive

Cincinnati, OH 45227
866-499-4784

Edward Jones - Financial Advisor: Jeff Studniarz

5564 Wilson Mills Rd
Ste 103

Highland Heights, OH 44143
440-442-7010

Lumber Liquidators Flooring Co.

6025 Kruse Drive
Suite 141

Solon, OH 44139
440-769-0808

Stephen L Schippel Consulting, LLC

33850 Parkside Dr

Columbia Station, OH 44028
623-680-4578

Primrose School of Strongsville- Coming Soon!

18713 Pearl Road

Strongsville, OH 44136
440-253-9922

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

180 Market Street
Suite 200

New Albany, OH 43054
614-442-6258

Connor Harmer | Equitable Advisors

1001 Lakeside Ave. E.
Suite 1650

Cleveland, OH 44114
216-615-7483

Keystone Financial Group

700 Taylor Rd
170

Gahanna, OH 43230
614-300-9501

The Kern Team - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6546

The Archibald Financial Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1362

VILLA

1400 S Arlington St

Akron, OH 44306
330-785-9153

VILLA

527 E Manhattan Blvd
Suite 527

Toledo, OH 43608
419-726-2843

Matthew Kallio

6241 SOM Center Road

Solon, OH 44139
330-845-1725

Bechtel Financial Services, Inc.

1745 Indian Wood Circle
Suite 265

Maumee, OH 43537
419-897-2400

DTLR

230 West Huron Rd
Space 7258

Cleveland, OH 44113
216-363-0459

VILLA

11431 Buckeye Rd
Suite 110

Cleveland, OH 44104
216-791-5547

VILLA

13464 Euclid Ave
Suite A

East Cleveland, OH 44112
216-268-5521

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

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-356-5237

Allstate Personal Financial Representative: Joseph Doner

8561 S Mason Mntg Rd
Ste 27

Mason, OH 45040
513-336-6624

Benjamin O. Kirksey - UBS Financial Services Inc.

4774 Munson Street NW
Suite 202

Canton, OH 44718
330-498-4165

Staats Rizor Financial Group - UBS Financial Services Inc.

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7418

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

3601 Rigby Road

Miamisburg, OH 45342
937-428-1330

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

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5256

Keith Meyer - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-431-7848

Landmark Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road

Cincinnati, OH 45236
513-792-5245

BCS Wealth Partners - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2766

Morgan Stanley Financial Advisors

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4600

Brian Dannemiller - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7872

The Rupp Williams Nolette Group - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-6509

Charles Romano III - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-229-4910

The Himich Group - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-5369

Jason E Haines - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-7772

Morgan Stanley Financial Advisors

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-721-2000

Fifth Third Securities - Jacob Kucia

28300 Chagrin Boulevard

Woodmere, OH 44122
440-384-2165

Steven M. Licciardi - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3010

Fifth Third Securities - Samuel ODonnell

4812 Vine Street

Cincinnati, OH 45217
513-698-8760

James Brandon Creech - Ameriprise Financial Services, LLC

6500 Centerville Business Pkwy

Dayton, OH 45459
937-610-5570

Charles Brennan - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-292-9047

Edward Jones - Financial Advisor: Ryan Wilson

1022 S Broadway

Geneva, OH 44041
440-361-4296

Tj B. Johnson - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3145

The Eyerman Group - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-673-1062

The Heritage Group - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4612

Fifth Third Private Bank - Matthew Griffin, CFP®

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-8676

James Hider - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5876

Fifth Third Preferred - Chris Poppa

915 Elliott Drive

Middletown, OH 45044
513-988-5766

Metzger Financial Services

1337 N. Cable Rd.

Lima, OH 45805
419-225-6067

Wild Bill's Tobacco

1420 Scott St.

Napoleon, OH 43545
567-264-4027

Wild Bill's Tobacco

820 N. Locust St.

Ottawa, OH 45875
419-523-3800

Kurtz Bros. - Landscape Supply Center

5915 Canal Road

Valley View, OH 44125
216-986-7000

Earth 'n Wood

2436 South Arlington Road

Akron, OH 44319
330-644-1900

AutoZone Auto Parts

4795 Milan Rd

Sandusky, OH 44870
567-998-7400

Jon Peavy - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-8609

Staich Financial LLC

1 Marion Avenue
Suite 301

Mansfield, OH 44903
419-564-3001

Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-4900

Fifth Third Preferred - Matthew Ward

2455 Hilliard Rome Road

Hilliard, OH 43026
614-219-8871

The Radius Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6575

Robert Kish

955 Boardman-Poland Rd

Boardman, OH 44512
330-319-2323

John Gross

248 Howe Ave

Cuyahoga Falls, OH 44221
330-835-2861

Edward Pero

1065 North Court St
Suite C

Medina, OH 44256
216-382-5320

Fifth Third Insurance - Graham Vollmer

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-2865

Fifth Third Insurance - Michael McGraw

38 Fountain Square Plaza

Cincinnati, OH 45202
513-381-7881

Fifth Third Mortgage - Scot Pataky

309 North Leavitt Road

Amherst, OH 44001
440-506-0526

DTLR

21658A Libby Rd

Maple Heights, OH 44137
216-332-9518

VILLA

3580 Mayfield Rd

Cleveland, OH 44118
216-691-3832

Zickau & McCormick LLC

545 Metro Place S.
Suite 100

Dublin, OH 43017
614-734-8350

Fifth Third Mortgage - Benjamin Rawe

5001 Kingsley Drive

Cincinnati, OH 45227
513-358-4835

Financial Accounting Services, Inc

519 S Otterbein Ave
17

Westerville, OH 43081
614-890-2156

Swinehart & Associates Financial Planning And Investments

2499 W Main St

Troy, OH 45373
937-339-3285

Retirement Blueprints, LLC

1612 N. 21st Street

Newark, OH 43055
740-366-3111

Charles Boulware - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4620

Daniel McKenna - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-3603

Michelle Hansen

780 W State St

Alliance, OH 44601
330-823-7495

The Aurora Group - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-5315

Ryan S. Krift - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4452

Daniel Miller

419-482-5590

Peony Lo

614-848-7898

Lifetime Wealth Partners | Ohio & Indiana

7956 Clyo Road
Suite A

Centerville, OH 45459
937-436-0000

Stephen C. Dawes, CPA/PFS

193 E Water St.

Chillicothe, OH 45601
740-702-0000

Fifth Third Securities - Nicholas Elias

9990 Montgomery Road

Montgomery, OH 45242
513-699-9157

OakBridge Financial Partners, LLC

115 North Market St.

Waverly, OH 45690
740-947-8110

Michael W McNary - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
614-798-3262

Fifth Third Preferred - Benjamin Jackson

10105 Fremont Pike

Perrysburg, OH 43551
419-873-2868

Fifth Third Securities - Jeremy Gates

5771 Wooster Pike

Fairfax, OH 45227
513-766-8601

Hageman Masters Group - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-835-6754

Anthony L. Venetta - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-793-3199

The Cameron Company, LLC

2216 Pemberton Dr

Toledo, OH 43606
419-467-7037

Kennard Financial Services

5250 Transportation Boulevard
Suite 100

Garfield Heights, OH 44125
216-581-7400

Gary M. Gilbert and Associates, LLC

1530 West River Rd
Ste 203

Elyria, OH 44035
440-324-3483

Kohn Wealth Management Advisors, LLC

9078 Union Centre Blv
Suite 350

West Chester, OH 45069
513-563-3469

Fifth Third Securities - Nicholas Razzoog

10105 Fremont Pike

Perrysburg, OH 43551
419-410-5906

Dougherty & Associates

8044 Montgomery Rd.
Suite 450

Cincinnati, OH 45236
513-745-7007

Jason M. Orsky Wealth Management

671 Columbia Road
Suite 1

Westlake, OH 44145
440-835-6550

Fifth Third Private Bank - Joel Stone

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-5766

Teppe Financial Services

8354 Princeton Glendale Road
Suite 216

West Chester, OH 45069
513-874-8381

Fifth Third Private Bank - Andrew Hollenkamp

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-4275

FTB Financial Services - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-794-5400

DTLR Outlet

21658B Libby Rd

Maple Heights, OH 44137
216-587-5051

Kurtz Bros. - Landscape Supply Center

12701 Prospect Road

Strongsville, OH 44149
216-986-7050

The Assaley Feck Herold Group - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4172

Shore West Financial Group - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2781

Voya Financial Advisors, Derek Stiles

10100 Innovation Drive
Suite 120

Miamisburg, OH 45342
937-353-5475

Peter Carfagna - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-360-8604

Vivian Caroline Cosio | New York Life

11855 Tennyson Dr

Cincinnati, OH 45241
513-469-1952

Pamela Miller - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-6515

Thomas Breitenstein - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4163

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

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-673-1061

Karen F Levy - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8347

The Legend Group

36311 Detroit Road
#204

Avon, OH 44011
440-522-0048

Fifth Third Private Bank - Ty Seidl

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-3968

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

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-442-6246

Cynthia Bassett - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-621-1191

Summit Wealth Management Group - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5117

Thomas Massey - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-2855

Max Van Benschoten - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5375

Nicholas Brosky - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-229-4905

Andrew W Swallender - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5272

Jill Bracci - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7857

Alexander D. Barclay - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3058

The Campbell Investment Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6583

Leugers Harden Wealth Management - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4108

Cocke Seffernick Wealth Management - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5126

Foster/Kavanaugh Wealth Management Group - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-786-7951

Sandusky, OH Branch Office - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5117

Touchstone Wealth Partners - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5500

Allstate Personal Financial Representative: Douglas Bodkin

2000 Bethel Rd
Ste B

Columbus, OH 43220
614-442-7733

Robert W Niehaus - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4163

Keith W Smith - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4811

Warner Financial Group, LLC

255 Buckeye St

Dalton, OH 44618
330-466-4813

Legend Group Ohio

2 Summit Park Drive
Suite 210

Independence, OH 44131
216-741-3113

Mose Richardson Jr. - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-3771

Fifth Third Private Bank - Patricia Higgins

337 South Main Street

Findlay, OH 45840
419-424-8464

Praxis Capital and Investment Management

614-657-6060

VILLA

3265 W Market St
Space 656

Fairlawn, OH 44333
330-835-1438

David Garber - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7810

Monica Dwyer, CFP®, CDFA®

8840 Cincinnati Dayton Rd
A

West Chester, OH 45069
513-779-3030

Fifth Third Private Bank - Michael Jones

550 N Summit St

Toledo, OH 43604
419-259-0072

Mel M. Rochowiak

5600 Blazer Parkway
Ste 300

Dublin, OH 43017
614-792-8085

Roger A. Piper - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
330-491-4019

Stroud Wealth Management

1186 E Home Rd

Springfield, OH 45503
937-342-0100

Syntax Financial Group

100 E Campus View Blvd Suite 250

Columbus, OH 43235
800-737-5604

Shaffer Capital

550 Polaris Parkway
Suite 130

Westerville, OH 43082
614-891-1200

Julie Nootbaar

1215 Superior Ave
5th Floor

Cleveland, OH 44114
216-277-1650

Chris Bidwell - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2218

Allstate Personal Financial Representative: Matthew Smitherman

742 Graham Rd
Ste C

Cuyahoga Falls, OH 44221
216-894-1136

Haller Wealth Management Group

3769 Columbus Pike
130

Delaware, OH 43015
740-363-7557

Morgan Stanley Financial Advisors

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
330-492-8285

Stephen Kohls - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2214

Kurtz Bros. - Landscape Supply Center

13532 Broadway Avenue

Garfield Heights, OH 44125
216-986-7000

Muirfield, OH Branch Office - UBS Financial Services Inc.

5007 Horizons Drive
Suite 200

Columbus, OH 43220
800-421-6172

Charles Eduoard Ide II - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-5345

Orchard Wealth Management - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-292-1270

Akron, OH Branch Office - UBS Financial Services Inc.

175 Montrose West Avenue
Third Floor

Akron, OH 44321
330-665-7400

HomeWell Care Services

1329 E Kemper Rd
Suite 4214

Cincinnati, OH 45246
513-791-4824

VILLA

7909 Euclid Ave

Cleveland, OH 44103
216-721-0156

VILLA

3620 Belmont Ave

Youngstown, OH 44505
330-759-4840

DTLR

10612 Lorain Ave
Space 230

Cleveland, OH 44111
216-941-5917

Uhrig Financial

71 E 2nd

Chillicothe, OH 45601
740-773-3331

DTLR

3348 Steelyard Dr

Cleveland, OH 44109
216-741-1820

SP+ Parking

40 N Front St

Columbus, OH 43215
614-224-1320

DTLR

535 Dorr St

Toledo, OH 43604
419-244-9038

VILLA

4071 Lee Rd
Space 150

Cleveland, OH 44128
216-751-5656

Legacy Wealth Management Group - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
330-491-4032

The Nicholson Team - UBS Financial Services Inc.

Progress Park Tower
3601 Rigby Road, Suite 500

Miamisburg, OH 45342
937-226-6562

Fifth Third Securities - Brian Adams

22480 Lakeshore Boulevard

Euclid, OH 44123
216-731-9488

Shawna Farnol Bumpus - Morgan Stanley

6250 Levis Common Blvd, 2nd
Fl

Perrysburg, OH 43551
567-336-4310

Jacob Schaefer

14534 Madison Ave

Lakewood, OH 44107
216-825-6034

51 Oakwood

4347 Portage St NW
Ste 102

North Canton, OH 44720
800-527-0336

Crossroads Investment Planning

8516 N. Dixie Drive

Dayton, OH 45414
937-387-9561

Hardy Wealth Partners - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-2876

Jerome Van De Motter - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-292-1227

Mayeux Wealth Management - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6592

John Gillman - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5023

Green Dolgin Wealth Management - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5123

The Cullman/Holt Group - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-460-6568

Allred Harris Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5232

Lighthouse Wealth Management Group - UBS Financial Services Inc.

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7425

Saylor Wealth Strategies, LLC

401 Walnut St.

Coshocton, OH 43812
740-575-4782

Morgan Stanley Financial Advisors

7311 Crossleigh Court

Toledo, OH 43617
419-842-6500

Christine M Kaminsky - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-4921

Fifth Third Preferred - Jason Austerman

7300 Yankee Road

Liberty Township, OH 45044
513-785-4047

Morgan Stanley Financial Advisors

41 South High St
Suite 2700

Columbus, OH 43215
614-228-0600

Phillip A Schwegmann - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8337

Lori L. Kaplan, CLU

3601 Green Road
Ste 206

Beachwood, OH 44122
216-896-9985

Joe W. Bevack - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3026

America's Retirement Headquarters

1700 Woodlands Drive

Maumee, OH 43537
419-842-0550

The Cincinnati Cornerstone Group - Morgan Stanley

221 East 4th St Atrium Two
Suite 2200

Cincinnati, OH 45202
513-852-4467

Jack Dewitt - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4616

Paul R Hedges - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2467

EGSI Financial

6001 Tain Dr. Suite 200

Dublin, OH 43017
614-526-4118

Jay Sload - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-2844

Warren Cox - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-356-8112

Summit Wealth Consulting Group - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2149

Rayburn Financial Advisory Services, LLC

804 W Benton St.

Wapakoneta, OH 45895
419-738-5144

Fifth Third Securities - Nicholas Bradley

2700 North Limestone Street

Springfield, OH 45503
937-284-8844

Fifth Third Preferred - Andrea Miller

225 West Main Street

Mason, OH 45040
513-234-8850

Fifth Third Securities - Chad Balhoff

337 South Main Street

Findlay, OH 45840
419-424-8471

Clifford Robson - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5817

Jeffrey R Barone - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
330-286-4401

Patrick Riepenhoff - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
614-798-3223

Rebecca Krutko - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-229-4943

Frank Nobile - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
614-798-3231

Samuel Taylor - Morgan Stanley

221 East 4th St Atrium Two, Suite 2200

Cincinnati, OH 45202
513-852-4465

CORE Wealth Management Group - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4171

John Zuba - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5356

The Legacy Group - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5253

Kleinfelder Capital

8050 Hosbrook Road
Suite 200

Cincinnati, OH 45236
513-808-9700

Morgan Stanley Financial Advisors

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-835-6750

Allstate Personal Financial Representative: Barry Morris

13399 Smith Rd

Middleburg Heights, OH 44130
440-526-4800

Anna Vargo - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3070

Joseph Majdalani - Morgan Stanley

6250 Levis Common Blvd, 2nd
Fl

Perrysburg, OH 43551
567-336-4308

Spearman Financial Services LLC

710 S Main St
B

Mount Vernon, OH 43050
740-397-0731

Jon E. Lawrence - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-292-9068

Scott E Bouldin - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4458

Cleveland, OH Branch Office - UBS Financial Services Inc.

600 Superior Ave East
27th Floor

Cleveland, OH 44114
216-736-2888

Hickey & Associates

26 S Vernon St

Sunbury, OH 43074
740-965-4242

Marvin C Holbrook - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2209

Jay Bowman - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4176

James Mayeux - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6592

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

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2771

Seven Hills Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2430

Vance Financial Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1336

Robert Loeb, CFP - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5236

Mitch Edwards - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5223

Kelly Financial Services Inc.

5210 Violet Knoll Ave NE

Canton, OH 44705
330-328-3763

Family Financial Planning Investments & Insurance

545 Metro Place South
Suite 100

Dublin, OH 43017
614-843-7406

Fifth Third Private Bank - Sommer Mead

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-4662

RBA Financial Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1340

Sylvania, OH Branch Office - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5100

Lawrence Rogers III - UBS Financial Services Inc.

8044 Montgomery Road

Cincinnati, OH 45236
513-792-5258

Rodney D. Washington - UBS Financial Services Inc.

180 Market Street
Suite 200

New Albany, OH 43054
614-939-2063

Jeffrey McGlone - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2248

Heischman Financial Services

7676 Slate Ridge Blvd

Reynoldsburg, OH 43068
614-861-7055

William Mitchell

513-326-7000

Brian M Andzik - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7880

Stephania Fombo

469-796-9346

Kyle Poland - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7832

Great Lakes Properties and Investments

671 Columbia Rd
Suite #2

Westlake, OH 44145
440-279-3598

Grace Himmelright

440-375-0080

Ying Fang

614-848-7898

Fifth Third Preferred - Ryan Stocke

4128 Hoover Road

Grove City, OH 43123
614-871-8831

Morgan Stanley Financial Advisors

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2086

Scoape Financial Group

7100 Dixie Highway
Suite 122

Fairfield, OH 45014
513-772-2191

Fifth Third Private Bank - Ramon Rodriguez

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-8257

Fifth Third Private Bank - Bradley Wilder

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-6595

Fifth Third Private Bank - Brian Van Jura

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-6437

Miamisburg, OH Branch Office - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-223-3141

The Fox Thistlethwaite Group - Morgan Stanley

6250 Levis Common Blvd, 2nd
Fl

Perrysburg, OH 43551
567-336-4722

Robert Jung | Crew Capital Management, Ltd.

11427 Reed Hartman Hwy

Cincinnati, OH 45241
513-618-6460

First Command Financial Advisor - Gregory Barnhart

735 Taylor Rd
Ste 205

Columbus, OH 43230
614-944-5720

Brian Shreve

7360 York Rd

Parma, OH 44130
440-845-1726

Omega Financial Group

7458 Jager Court

Cincinnati, OH 45230
513-241-6325

William M Ward - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2220

Paul Corbeil - UBS Financial Services Inc.

43 Village Way
Suite 201

Hudson, OH 44236
330-655-7455

Thomas Thinnes - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4008

First Command Financial Advisor - Trip Tripathi

51 Plum Street
Ste 260

Beavercreek, OH 45440
937-429-4490

The Bracci Stuart Group - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7800

Harvest Financial Advisors

8840 Cincinnati Dayton Rd

West Chester, OH 45069
513-779-3030

Fifth Third Securities - Susan Weber

8000 Princeton Glendale Road

West Chester, OH 45069
513-847-0778

Warner Graves Doman Wealth Management - UBS Financial Services Inc.

43 Village Way
Suite 201

Hudson, OH 44236
330-655-8325

The Costanzo Mack Group - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3000

Morgan Stanley Financial Advisors

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7800

Brian Martin - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-3601

Alan Weilacher - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-292-9081

Halm Investment Services

2151 Western Avenue

Chillicothe, OH 45601
740-772-1027

Peter Laffoon - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8332

The Burt Group - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
330-491-4034

Capital Advisory Services, LLC

8240 Beckett Park Dr
B

West Chester, OH 45069
513-942-7000

Jacob Lindsey - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5339

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

5007 Horizons Drive
Suite 200

Columbus, OH 43220
614-442-6240

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

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-442-6294

Rachel Keesey - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5064

Andrew Benson - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8319

The Western Reserve Financial Group - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-292-1212

Krenz Locala Ruby Wealth Management - UBS Financial Services Inc.

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7404

Fifth Third Preferred - Adam Baker

7414 Broadview Road

Parma, OH 44134
216-606-0120

John Lumpkin Jr. - Morgan Stanley

4380 Buckeye Lane
Suite 200

Dayton, OH 45440
937-223-4086

ECDI

1655 Old Leonard Ave

Columbus, OH 43219
614-559-0115

Barnes Black Dakoske Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-3773

Michael W Vary, Jr - Morgan Stanley

31099 Chagrin Blvd., 3rd
Fl

Pepper Pike, OH 44124
216-360-4913

Canton, OH Branch Office - UBS Financial Services Inc.

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-498-4160

Gregory Perram - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-910-1011

Fifth Third Preferred - Sarah DuPuy-Rasmussen

8584 Princeton-Glendale Road

West Chester, OH 45069
513-881-6976

RSH Wealth Management Group - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-673-1114

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

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-3605

Jeffrey Greenwald - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4148

Redinger Wealth Management - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-673-1074

Garrit Wamelink - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-831-3400

Rick Cocke - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5126

Christopher Shea Marmion, CFP - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-442-6295

Ted M. Lucien - Morgan Stanley

7755 Montgomery Road
Suite 200

Cincinnati, OH 45236
513-562-8314

Casey Gregory - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2440

Chrystal Swope - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
330-286-4366

The Western Reserve Group - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4802

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

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-442-6256

Scott S Murray - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
330-286-4406

Joseph Peters - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5279

Ned Altic - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7847

William Laverty - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-892-6745

Diane Drissen-Shamrock - Morgan Stanley

3635 Boardman Canfield Road

Canfield, OH 44406
330-286-4392

Sarran Zaring Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5379

Terry Bissonett - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7812

The Naples Wealth Management Group - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4805

The Gum Davis Group - Morgan Stanley

6250 Levis Common Blvd
2nd Fl

Perrysburg, OH 43551
567-336-4315

Will Sumser - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4826

L. Michael Roether - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3006

The Croasdaile Group - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-292-9057

Elizabeth Dreyer - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4457

Adam P. Atkinson - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8326

Ryan Prokopius

15169 Pearl Rd

Strongsville, OH 44136
440-247-5681

Amy E Meredith-Green - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2224

Tracy Barker - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4025

Michael Martens

5297 Oakbrooke Dr

Kettering, OH 45440
937-424-2203

Kathleen E. Lach - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
614-798-3229

First Command Financial Advisor - Chris Henn

51 Plum Street
Ste 260

Beavercreek, OH 45440
937-429-4490

The Stanley Edwards Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5223

Morgan Stanley Financial Advisors

36 East Streetsboro St

Hudson, OH 44236
234-380-4800

Edward L. Apfel - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8318

The Plunkett Group - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2200

Ali Cantor - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8321

Fifth Third Preferred - Franklin Graves

6101 Glenway Avenue

Cincinnati, OH 45211
513-557-3388

Jo Ann Desmarteau

9243 Broadview Road

Broadview Heights, OH 44147
440-786-2803

Mark Horlick

3024 Navarre Ave

Oregon, OH 43616
419-691-3619

Austin Holbrook

1000 N Main St

North Canton, OH 44720
330-545-2854

Gerald Walters - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-356-5230

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

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-442-6285

Douglas Sanker - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-356-8062

Allstate Personal Financial Representative: Todd Domsitz

119 N Main St

Union, OH 45322
937-836-3300

Scott Cengia - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-3764

Patricia Kelley, CDFA, CIMA - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2755

North Pointe Wealth Management Group - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-673-1114

Allstate Personal Financial Representative: James Halsey

119 N Main St

Union, OH 45322
937-832-3343

William Murman - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-356-5247

David Scharff - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1341

David Prevo - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1320

Shawn M. Burke - Morgan Stanley

6250 Levis Common Blvd, 2nd
Fl

Perrysburg, OH 43551
567-336-4730

Allstate Personal Financial Representative: James McGlone

944 Galloway Rd

Galloway, OH 43119
614-851-0910

Deanna Rossi

330-967-0456

Fifth Third Preferred - Matthew Hosken

1010 Old Diley Road

Pickerington, OH 43147
614-986-3168

Fifth Third Private Bank - Ryan Hoskins

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-3966

John G Mayer - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-5310

Erik Zwilling - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
614-798-3240

First Command Financial Advisor - Chad Roberts

51 Plum Street
Ste 260

Beavercreek, OH 45440
937-429-4490

Cassandra (CJ) Waitkunas - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
330-491-4004

Triad Group - UBS Financial Services Inc.

8044 Montgomery Road

Cincinnati, OH 45236
513-792-5272

Westlake Wealth Management - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2751

TPG Wealth Management - UBS Financial Services Inc.

43 Village Way
Suite 201

Hudson, OH 44236
330-655-7455

Kozak/Zarlenga - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-595-5420

Allstate Personal Financial Representative: Adam Noll

994 Abbe Rd N
Ste 100

Elyria, OH 44035
440-281-8688

Allstate Personal Financial Representative: Jeff Ellis

2022 Locust St S

Canal Fulton, OH 44614
330-879-2200

The Koch Team - Morgan Stanley

4455 Dressler Rd NW
Ste 202

Canton, OH 44718
330-419-4010

Thomas J. Sponseller, Jr. - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-835-6761

First Command Financial Advisor - Mike Amstutz

51 Plum Street
Ste 260

Beavercreek, OH 45440
937-429-4490

John M. Schmidt - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-360-8610