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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

Shon Anderson

Anderson Financial Strategies

2500 Stratacache Tower

Dayton, OH 45423

937-610-9388

Adam Roslovic

Edelman Financial Engines, LLC

1 Easton Oval
Suite 340

Columbus, OH 43219

614-454-3393

Jeffrey A. Bogart

Jeffrey A Bogart Investment Advisor DBA Sila Wealth Advisory

6690 Beta Dr #201

Mayfield Village, OH 44143

216-292-8700

James Elios

Elios Financial Group, Inc.

30700 Center Ridge Road

Westlake, OH 44145

440-617-9100

Karla Stanton

Engler, Garrow & Roth, Ltd

1645 Indian Wood Circle
Ste.102

Maumee, OH 43537

419-794-0550

Doug Kinsey

Artifex Financial Group, LLC

2305 Far Hills Avenue

Dayton, OH 45419

885-752-6644

Britton Riley

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

Kevin Kroskey

True Wealth Design, LLC

700 Ghent Road, Suite 100

Akron, OH 44333

330-777-0688

Matt Meister

Edelman Financial Engines, LLC

10100 Innovation Drive
Suite 160

Miamisburg, OH 45342

937-510-4236

Dave Wilder

Total Wealth Planning LLC.

4665 Cornell Rd
Suite 160

Cincinnati, OH 45241

513-984-6696

List of Additional Retirement Planners in Ohio*

* Additional advisor listing is provided in partnership with Yext

William J Allen - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8361

Keith Meyer - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7848

Alpha Financial Planning

6241 Riverside Drive

Dublin, OH 43017
614-384-0499

Erik Zwilling - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
614-798-3240

Allstate Personal Financial Representative: Iris Kessler

26777 Lorain Rd
Ste 3

North Olmsted, OH 44070
440-716-8001

Boreman Norton Cook Wealth Partners

202 North Market Street

Wooster, OH 44691
330-263-7800

Anna Vargo - Morgan Stanley

200 Public Square
Suite 2600

Cleveland, OH 44114
216-523-3070

2020 Wealth Advisors

212 East Third Street
Suite 100

Cincinnati, OH 45202
740-217-4148

Bolt Financial Group

5701 N. High St.

Worthington, OH 43085
614-635-0102

American Portfolios

126 Northwood Dr

Dover, OH 44622
330-364-2605

Summit Wealth Consulting Group - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2149

Be Well Health & Wealth Advisors

12955 Cleveland Avenue NW

Uniontown, OH 44685
330-699-2223

Zachary Stanley - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-736-2815

Allstate Personal Financial Representative: Matthew Smitherman

742 Graham Rd
Ste C

Cuyahoga Falls, OH 44221
216-894-1136

Advanced Capital Advisory Group, LLC

8040 Hosbrook Road
Suite 300

Cincinnati, OH 45236
866-432-6229

First Command Financial Advisor - Scott Rehm

735 Taylor Rd
Ste 205

Columbus, OH 43230
614-944-5720

Brian J Golden - Ameriprise Financial Services, LLC

8425 Pulsar Pl
Ste 420

Columbus, OH 43240
614-846-7193

Navigator Financial Group - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-292-1220

A Squared Financial LLC

2225 Sheringham Road

Columbus, OH 43220
614-310-0272

Green Dolgin Wealth Management - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5123

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

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-3605

Castle Group - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-910-1006

First Command Financial Advisor - Mike Gazzerro

51 Plum Street
Ste 260

Beavercreek, OH 45440
937-429-4490

Keith Faggionato - Ameriprise Financial Services, LLC

6011 Renaissance Pl
Ste 2

Toledo, OH 43623
419-882-1948

Fifth Third Private Bank - Stephanie Jones

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-5765

Comprehensive Wealth Partners - Ameriprise Financial Services, LLC

90 Hidden Ravines Dr

Powell, OH 43065
614-396-3800

Bishop Financial Advisors

591 Boston Mills Road
Suite 500

Hudson, OH 44236
330-342-4080

Lifeguard Financial

7536 Mentor Ave

Mentor, OH 44060
440-942-1936

Craig Sutherland - Ameriprise Financial Services, LLC

6500 Centerville Business Pkwy

Dayton, OH 45459
937-610-5570

Andy Fugazzi - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
614-310-0501

American Portfolios of Canfield

43 North Broad Street

Canfield, OH 44406
330-702-1560

Rinehart & Dayhoff - Ameriprise Financial Services, LLC

10050 Innovation Dr
Ste 310

Miamisburg, OH 45342
937-433-0233

Fifth Third Private Bank - Damon Muldoon

21 East State Street

Columbus, OH 43215
614-744-5422

Allstate Personal Financial Representative: James McGlone

944 Galloway Rd

Galloway, OH 43119
614-851-0910

Appalachian Capital Management Ltd.

51461 Jennifer Lane
Suite 215

Saint Clairsville, OH 43950
740-695-3434

Thomas Gagnet - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5019

Scott Jones - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2414

Ask Rafi Retirement Lifestyle Solutions

4031 Colonel Glenn Highway
Suite 107

Beavercreek, OH 45431
937-427-4292

Riverwatch Wealth Management - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5870

Mark B Sutton - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1771

Allstate Personal Financial Representative: Terry Toth

3501 Lesh St NE

Canton, OH 44705
216-780-4114

Swinehart & Associates Financial Planning And Investments

2499 W Main St

Troy, OH 45373
937-339-3285

Christian T Hammer-Huber - Ameriprise Financial Services, LLC

17550 Parkside Dr

North Royalton, OH 44133
440-877-9717

First Command Financial Advisor - Pete Whelan

51 Plum Street
Ste 260

Beavercreek, OH 45440
937-429-4490

GFR & Associates - UBS Financial Services Inc.

43 Village Way
Suite 201

Hudson, OH 44236
330-655-7445

Benjamin O. Kirksey - UBS Financial Services Inc.

4774 Munson Street NW
Suite 202

Canton, OH 44718
330-498-4165

Paul Drzewiecki - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4199

Wild Bill's Tobacco

1480 N Shoop Ave

Wauseon, OH 43567
419-337-1000

Metcalfe Wealth Management - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-910-1038

Touchstone Wealth Partners - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5515

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

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2771

Gerald Walters - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-356-5230

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

Ken McMahon - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3436

Pure Barre

9037 Union Centre Blvd.

West Chester, OH 45069
513-204-9644

First Command Financial Advisor - Chris Henn

51 Plum Street
Ste 260

Beavercreek, OH 45440
937-429-4490

Denise Shafer - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
440-934-7100

Thomas Thinnes - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4008

The Western Reserve Financial Group - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-292-1212

VILLA

10581 St Clair Ave
Building B, Suite #1

Cleveland, OH 44108
216-761-0059

Synergy Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1377

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

Vance Bennett Financial Services

5650 Blazer Parkway
Suite 100

Dublin, OH 43017
740-973-3792

Primrose School of Strongsville- Coming Soon!

18713 Pearl Road

Strongsville, OH 44136
440-253-9922

Sandusky, OH Branch Office - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5117

North Coast Wealth Management Group - UBS Financial Services Inc.

111 E. Shoreline Drive

Sandusky, OH 44870
419-609-2447

James Sampson - UBS Financial Services Inc.

111 East Shoreline Drive
Suite 3

Sandusky, OH 44870
419-357-1537

Miamisburg, OH Branch Office - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6586

Jay Sload - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-2844

Kenneth Goldhoff - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2433

The Legacy Group - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5253

Triad Group - UBS Financial Services Inc.

8044 Montgomery Road

Cincinnati, OH 45236
513-792-5272

Connor Harmer | Equitable Advisors

1001 Lakeside Ave. E.
Suite 1650

Cleveland, OH 44114
216-615-7483

David Freeman - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-835-6814

VILLA

1400 S Arlington St

Akron, OH 44306
330-785-9153

VILLA

527 E Manhattan Blvd
Suite 527

Toledo, OH 43608
419-726-2843

First Command Financial Advisor - Gregory Barnhart

735 Taylor Rd
Ste 205

Columbus, OH 43230
614-944-5720

The FLM Group - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-360-4974

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

Brian Herald - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3400

Drew Harmon - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-984-9700

Bechtel Financial Services, Inc.

1745 Indian Wood Circle
Suite 265

Maumee, OH 43537
419-897-2400

John M. Schmidt - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-360-8610

Andrew Hudak

419-482-5590

Jin Jung - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5233

Morgan Stanley Financial Advisors

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4600

Allstate Personal Financial Representative: Thomas D Amico

1377 E Stroop Rd
Ste 312

Kettering, OH 45429
937-723-8772

Edward L. Apfel - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8318

Kay M Williamson - Ameriprise Financial Services, LLC

445 Hutchinson Ave
Ste 500

Columbus, OH 43235
614-987-0087

Nate Blair - Ameriprise Financial Services, LLC

8710 Cleveland Ave NW

North Canton, OH 44720
330-595-1700

RHC Financial Systems

16404 Madison Ave

Lakewood, OH 44107
216-226-7200

Scott Allen Edwards - Ameriprise Financial Services, LLC

4404 Buckeye Ln
Ste 240

Beavercreek, OH 45440
937-458-0220

Morgan Stanley Financial Advisors

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-721-2000

George Goodall - Ameriprise Financial Services, LLC

5770 Gateway Blvd
Ste 104

Mason, OH 45040
513-322-5611

The Fedor Carnes Group - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4460

James Brandon Creech - Ameriprise Financial Services, LLC

6500 Centerville Business Pkwy

Dayton, OH 45459
937-610-5570

Bradley A Handel - Ameriprise Financial Services, LLC

940 Windham Ct
Ste 8

Youngstown, OH 44512
330-729-0173

Thomas Holocher - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2135

Edward Jones - Financial Advisor: Ryan Wilson

1022 S Broadway

Geneva, OH 44041
440-361-4296

Jared Hoffman - Ameriprise Financial Services, LLC

100 W Old Wilson Bridge Rd
Ste 100

Worthington, OH 43085
614-396-4020

Nate Petersen - Ameriprise Financial Services, LLC

2035 Crocker Rd
Ste 201

Westlake, OH 44145
440-250-4120

Mullenbrock & Associates - Ameriprise Financial Services, LLC

228 W Ash St

Piqua, OH 45356
937-773-8500

Fifth Third Private Bank - Matthew Griffin, CFP®

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-8676

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

Peter Laffoon - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8332

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

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

Max Van Benschoten - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5375

Austin Holbrook

1000 N Main St

North Canton, OH 44720
330-545-2854

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

Doug Sutton - Ameriprise Financial Services, LLC

120 E Ervin Rd

Van Wert, OH 45891
419-238-1610

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

Lindsey Chapman - Ameriprise Financial Services, LLC

215 N Elizabeth St

Lima, OH 45801
419-222-8291

John G. Mayer - Morgan Stanley

7311 Crossleigh Court

Toledo, OH 43617
419-842-6500

Nicholas Brosky - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-229-4905

Mike Daugherty - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
330-497-5304

Financial Accounting Services, Inc

519 S Otterbein Ave
17

Westerville, OH 43081
614-890-2156

Andrew Benson - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8319

Pelorus Financial Group

45 East Satin Street

Jefferson, OH 44047
440-951-8200

JK Jones Financial Network

161 West Main Street

Lancaster, OH 43130
740-653-6900

Joshua Harrell - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

Gary S Beckman - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2479

Retirement Blueprints, LLC

1612 N. 21st Street

Newark, OH 43055
740-366-3111

Michelle Hansen

780 W State St

Alliance, OH 44601
330-823-7495

Scott Turner - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3434

Bradley Shelley - Ameriprise Financial Services, LLC

9100 Ctr Pointe Dr
Ste 180

West Chester, OH 45069
513-642-2503

Daniel Miller

419-482-5590

Shawn Patrick

513-326-7000

Ruiying Tang

614-848-7898

Peony Lo

614-848-7898

Ned Altic - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7847

Philip Kingrey

937-474-2244

Tyson Moore

419-482-5590

Tom Young - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6568

Cardinal Wealth Management

626 North 4th Street
Suite 101

Steubenville, OH 43952
740-314-8342

Janet Gabel - Ameriprise Financial Services, LLC

15 Bishop Dr
Ste 101

Westerville, OH 43081
614-426-4494

Forestview Financial Partners

1967 Forestview Lane

Delaware, OH 43015
614-954-1154

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

Satish Singh - Ameriprise Financial Services, LLC

2035 Crocker Rd
Ste 201

Westlake, OH 44145
440-899-8600

Gerard Stadler - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-292-9065

Zachary Lewis - Ameriprise Financial Services, LLC

1315 Corporate Dr
Ste A

Hudson, OH 44236
330-650-2550

Fifth Third Securities - Jeremy Gates

5771 Wooster Pike

Fairfax, OH 45227
513-766-8601

Sanfillipo Financial

5600 Blazer Parkway
Suite 300

Dublin, OH 43017
614-358-3244

Glen Cleary & Associates - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
330-497-5304

Client Centric Financial Advisors

9961 Brewster Lane
Suite 200

Powell, OH 43065
614-869-3001

Niehaus Financial Services, LLC

5600 Harrison Avenue

Cincinnati, OH 45248
513-471-9600

Tom Asimou - Ameriprise Financial Services, LLC

36350 Detroit Rd
Ste A

Avon, OH 44011
440-934-7100

The Cameron Company, LLC

2216 Pemberton Dr

Toledo, OH 43606
419-467-7037

SS + D Financial, Inc.

1900 Kettering Tower

Dayton, OH 45423
937-220-4915

Kennard Financial Services

5250 Transportation Boulevard
Suite 100

Garfield Heights, OH 44125
216-581-7400

Ken Boldt Financial Group, Inc.

2205 Greensburg Road

North Canton, OH 44720
330-896-9946

Gary M. Gilbert and Associates, LLC

1530 West River Rd
Ste 203

Elyria, OH 44035
440-324-3483

Integrity Financial

1931 Georgetown Rd.
Suite 210

Hudson, OH 44236
330-650-1115

Kohn Wealth Management Advisors, LLC

9078 Union Centre Blv
Suite 350

West Chester, OH 45069
513-563-3469

Strategic Wealth Managment

1230 Lexington Avenue
Suite 101

Mansfield, OH 44907
419-522-6636

Stevens Investment Group, Inc.

8194 Liberty Way

West Chester, OH 45069
513-755-7536

Wholehan & Associates

2720 Centennial Road

Toledo, OH 43617
419-473-2323

Callahan Financial

9428 Kenwood Road

Cincinnati, OH 45242
513-421-0800

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

Marmion Wealth Management - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-442-6295

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

Kec, Walker & Associates - Ameriprise Financial Services, LLC

2250 Levis Commons Blvd

Perrysburg, OH 43551
419-354-1948

Weiler Financial

195 East Broad Street

Pataskala, OH 43062
740-927-2435

Eastwind Capital Wealth Management

921 Eastwind Drive
Suite 101

Westerville, OH 43081
614-888-2230

Professional Guidance Financial Services

103 South Main Street

Mount Vernon, OH 43050
740-504-2347

Metzger Financial Services

1337 N. Cable Rd.

Lima, OH 45805
419-225-6067

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

Jack Dewitt - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4616

John Fahrmeier - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5869

Staats Rizor Financial Group - UBS Financial Services Inc.

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7418

Jeff Chaddock - Ameriprise Financial Services, LLC

81 Mill St
Ste 100

Gahanna, OH 43230
614-269-0195

Voya Financial Advisors, Derek Stiles

10100 Innovation Drive
Suite 120

Miamisburg, OH 45342
937-353-5475

Elizabeth Dreyer - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4457

Ziegler and Associates - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

Derek W Miller - Ameriprise Financial Services, LLC

6500 Centerville Business Pkwy

Dayton, OH 45459
937-610-5570

Theo Pericleous - Ameriprise Financial Services, LLC

3045 Newmark Dr

Miamisburg, OH 45342
937-853-2600

Clifford Robson - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5817

Vivian Caroline Cosio | New York Life

11855 Tennyson Dr

Cincinnati, OH 45241
513-469-1952

Allred Harris Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5232

John R Cook - Morgan Stanley

545 Metro Place South
Suite 300

Dublin, OH 43017
614-798-3201

Christina Dawn Lutz - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4474

The Legend Group

36311 Detroit Road
#204

Avon, OH 44011
440-522-0048

Freeman Heyne Toma

10250 Alliance Road
Suite 125

Cincinnati, OH 45242
513-489-8588

Jason Wolfe - Ameriprise Financial Services, LLC

400 W Wilson Bridge Rd
Ste 280

Worthington, OH 43085
614-848-3437

Kyle D Vaclav - Ameriprise Financial Services, LLC

7010 South Ave
Ste 1A

Youngstown, OH 44512
330-965-6370

Patricia A. Heimbuch and Associates - Ameriprise Financial Services, LLC

11145 Reading Rd

Cincinnati, OH 45241
513-554-1104

Summit Wealth Management Group - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5117

Cincinnati Wealth Management - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4155

Lighthouse Wealth Management Group - UBS Financial Services Inc.

4774 Munson Street NW
Suite 202

Canton, OH 44718
330-498-4161

David Criss

5775 Chevrolet Blvd

Parma, OH 44130
440-845-7697

Daniel Herzig

3410 Secor Rd, Suite 510

Toledo, OH 43606
419-534-3577

The Heritage Group - Morgan Stanley

3700 Embassy Parkway
Ste 340

Akron, OH 44333
330-670-4612

Nathan Roman - Ameriprise Financial Services, LLC

4137 Boardman Canfield Rd
Ste 109

Canfield, OH 44406
330-286-0455

Robert Hill - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8394

Sutton & Associates - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1771

Jeffrey Pacetti - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5153

Jennifer Bower - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-1470

Timothy Van Simaeys - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1380

Timothy (Adam) Weber - Morgan Stanley

159 Crocker Park Blvd
Ste 460

Westlake, OH 44145
440-835-6816

The Weilacher Group - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-292-9081

Fifth Third Preferred - Conner Spaeth

10105 Fremont Pike

Perrysburg, OH 43551
567-336-4338

Randy Ryan - Ameriprise Financial Services, LLC

8008 N High St
Ste 150

Columbus, OH 43235
614-310-0501

Mary Davenport-Yant - Ameriprise Financial Services, LLC

1234 Ridgewood Dr
Ste B

Bowling Green, OH 43402
419-354-6179

Will Sumser - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4826

Allstate Personal Financial Representative: Christopher Selka

15 E Main St

Norwalk, OH 44857
419-660-9107

Allstate Personal Financial Representative: Douglas Bodkin

2000 Bethel Rd
Ste B

Columbus, OH 43220
614-442-7733

Thomas J Metcalfe, CFP - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-765-8365

Keith W Smith - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4811

Eric Tolbert - Ameriprise Financial Services, LLC

1422 Euclid Ave

Cleveland, OH 44115
216-373-7526

Stephen D Hawkins - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1728

Peirson Financial Services LLC

7450 Whispering Way

Cincinnati, OH 45241
513-202-6228

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

The Cincinnati Cornerstone Group - Morgan Stanley

221 East 4th St Atrium Two
Suite 2200

Cincinnati, OH 45202
513-852-4467

Richard Pierce - Ameriprise Financial Services, LLC

445 Hutchinson Ave
Ste 500

Columbus, OH 43235
614-987-0087

Hurst & Associates - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
937-291-4200

Peter Risch - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2464

Michael Vulku - Ameriprise Financial Services, LLC

2035 Crocker Rd
Ste 201

Westlake, OH 44145
440-899-8600

Haller Wealth Management Group

3769 Columbus Pike
130

Delaware, OH 43015
740-363-7557

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

John Gillman - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5023

Michael O. Leamon - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-673-1072

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

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7482

Michael H Cure - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5338

Thomas E Kahle - Morgan Stanley

4449 Easton Way
Suite 300

Columbus, OH 43219
614-473-2427

Cleveland, OH Branch Office - UBS Financial Services Inc.

600 Superior Ave East
27th Floor

Cleveland, OH 44114
216-736-2888

Wealth Advocate Group

3750 Park East Drive
Suite 200

Beachwood, OH 44122
440-505-5578

The Archibald Financial Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1362

Fifth Third Private Bank - Michael Jones

550 N Summit St

Toledo, OH 43604
419-259-0072

The Hale Group - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-292-1220

Milestone Wealth Advisors - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2123

Mel M. Rochowiak

5600 Blazer Parkway
Ste 300

Dublin, OH 43017
614-792-8085

Krenz Locala Ruby Wealth Management - UBS Financial Services Inc.

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7442

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

5007 Horizons Drive
Suite 200

Columbus, OH 43220
614-442-6240

Thomas Austin

5963 Andrews Rd

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

Kathy Willcox - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-229-4949

Stroud Wealth Management

1186 E Home Rd

Springfield, OH 45503
937-342-0100

CORE Wealth Management Group - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4171

Amy R Edwards - Morgan Stanley

41 South High St
Suite 2700

Columbus, OH 43215
614-460-2669

Allstate Personal Financial Representative: Jordan R. Bain

9673 Kings Auto Mall Rd

Cincinnati, OH 45249
513-679-9115

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

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-442-6285

Ritter Daniher Financial Advisory, LLC

7661 Beechmont Avenue
Suite 200

Cincinnati, OH 45255
513-233-0715

Andy Ogilvie - Ameriprise Financial Services, LLC

123 S Broad St
Ste 225

Lancaster, OH 43130
740-687-0973

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

Ted M. Lucien - Morgan Stanley

7755 Montgomery Road
Suite 200

Cincinnati, OH 45236
513-562-8314

Jill Bracci - Morgan Stanley

4380 Buckeye Lane
Suite 200

Beavercreek, OH 45440
937-431-7857

Further Financial Group - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1752

Steven Fischer - Ameriprise Financial Services, LLC

10100 Innovation Dr
Ste 350

Miamisburg, OH 45342
937-291-4200

Chris Bidwell - Morgan Stanley

7777 Washington Village Dr
Ste 100

Dayton, OH 45459
937-312-2218

Stephen Daley - Ameriprise Financial Services, LLC

250 W Old Wilson Bridge Rd
Ste 150

Worthington, OH 43085
614-396-4006

Kurtz Bros. - Landscape Supply Center

13532 Broadway Avenue

Garfield Heights, OH 44125
216-986-7000

Douglas Sanker - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-356-8062

Western Reserve Wealth Advisors

195 Park Place

Chagrin Falls, OH 44022
440-247-2751

Christopher D Gallaugher - Ameriprise Financial Services, LLC

400 W Wilson Bridge Rd
Ste 280

Worthington, OH 43085
614-848-3437

HomeWell Care Services

1329 E Kemper Rd
Suite 4214

Cincinnati, OH 45246
513-791-4824

Gene Peters - Ameriprise Financial Services, LLC

5770 Gateway Blvd
Ste 104

Mason, OH 45040
513-322-5611

Peter Brown - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2476

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

Neerja J Chaudhry - Ameriprise Financial Services, LLC

3045 Newmark Dr

Miamisburg, OH 45342
937-853-2610

Stratos Wealth Partners

300 E. Broad St
Suite 530

Columbus, OH 43215
614-610-4862

Donna Rizor Longfellow - UBS Financial Services Inc.

175 Montrose West Avenue
3rd Floor

Akron, OH 44321
330-665-7418

Joseph Licate - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-3663

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

2035 Crocker Rd
Ste 201

Westlake, OH 44145
440-899-8600

Thomas Massey - UBS Financial Services Inc.

600 Superior Avenue East
26th + 27th Floor

Cleveland, OH 44114
216-736-2855

Michael Mckay - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4190

The Raab/Green Team - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2778

The Hartman/Bartel Group - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-356-8130

Fifth Third Securities - Brian Adams

22480 Lakeshore Boulevard

Euclid, OH 44123
216-731-9488

Kehoe Financial

125 Boggs Lane

Cincinnati, OH 45246
513-481-8555

Mayeux Wealth Management - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6592

RBA Financial Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1340

Jacob Schaefer

14534 Madison Ave

Lakewood, OH 44107
216-825-6034

Royalton Insurance Agency

10147 Royalton Road
Suite B

Cleveland, OH 44133
440-230-5385

Frances Milano - Ameriprise Financial Services, LLC

67 Marydale Dr
Ste A

Beavercreek, OH 45440
937-431-9224

Stephanie Mccurdy - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-855-8797

Rachel Keesey - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5064

Cocke Seffernick Wealth Management - UBS Financial Services Inc.

5757 Monroe Street

Sylvania, OH 43560
419-318-5126

Shore West Financial Group - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2781

MML Wealth Management - UBS Financial Services Inc.

600 Superior Avenue East
27th Floor

Cleveland, OH 44114
216-736-3604

Dan Leslie

7100 East Pleasant Valley Drive
Suite 350

Independence, OH 44131
216-360-7465

Thomas Purcell - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4164

Dave Williams - Ameriprise Financial Services, LLC

6515 Longshore Loop
Ste 400

Dublin, OH 43017
614-726-3400

James Mayeux - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6592

Vance Financial Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1336

Bullington Capital Management

3875 Embassy Parkway
Suite 310

Fairlawn, OH 44333
330-664-0700

Daniel Christie - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1338

Westlake, OH Branch Office - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2740

Donald Grassi - Ameriprise Financial Services, LLC

6393 Oak Tree Blvd
Ste 200

Independence, OH 44131
216-447-8960

Warren Cox - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-356-8112

Paul Corbeil - UBS Financial Services Inc.

43 Village Way
Suite 201

Hudson, OH 44236
330-655-7455

R H Anning Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5276

Roger Duffy - Ameriprise Financial Services, LLC

4383 Executive Cir NW

Canton, OH 44718
330-497-5304

51 Oakwood

4347 Portage St NW
Ste 102

North Canton, OH 44720
800-527-0336

Stratos Wealth Partners - Liam Guiney

89 First Street
Suite 212

Hudson, OH 44236
330-576-3912

Gallagher Pool Wealth Management

6520 Centerville Business Parkway

Centerville, OH 45459
937-435-1234

Damion Crannis - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2776

Robert Wood - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4152

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

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-442-6294

Lawrence Rogers III - UBS Financial Services Inc.

8044 Montgomery Road

Cincinnati, OH 45236
513-792-5258

Crossroads Investment Planning

8516 N. Dixie Drive

Dayton, OH 45414
937-387-9561

PK Financial Group

9261 Ravenna Road
B4

Twinsburg, OH 44087
216-393-8182

Jay Bowman - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4176

Jeff McDaniels - Ameriprise Financial Services, LLC

3333 Massillon Rd
Ste 110

Akron, OH 44312
330-628-8000

Jonathan Kesselman, CFP - UBS Financial Services Inc.

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-673-1061

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

18500 Lake Road
Suite 400

Rocky River, OH 44116
440-356-5224

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

180 Market Street
Suite 200

New Albany, OH 43054
614-939-2054

Joseph Peters - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5279

Timothy Giglio - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5939

Northwest Wealth Management Group - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5869

The COR Investment Group - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-460-6542

Van Winkle Wealth Management Group, LLC

263 Deo Dr

Newark, OH 43055
740-366-1110

Curry Moore & Associates

3805 Edwards Road
Suite 550

Cincinnati, OH 45209
513-448-4156

LEO Life Estate Organizer

102 Eaglescliff Drive

North Bend, OH 45052
513-835-8046

Hickory Asset Management

9930 Johnnycake Ridge Road
Suite 2B

Mentor, OH 44060
440-358-1330

Michael G. Miller and Associates

37850 Euclid Ave
#3

WILLOUGHBY, OH 44094
440-951-3936

Wealth Health, LLC

35651 Detroit Road

Avon, OH 44011
440-937-1551

Anthony Venetta - UBS Financial Services Inc.

5007 Horizons Dr.
Suite 200

Upper Arlington, OH 43220
614-793-3199

Cynthia Bassett - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-621-1191

The Campbell Investment Group - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6583

Daniel Freireich - UBS Financial Services Inc.

30050 Chagrin Boulevard
Suite 200

Pepper Pike, OH 44124
216-765-8359

John Gruner - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2102

The Kern Team - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-226-6546

Michael Z Ruchalski - Morgan Stanley

31099 Chagrin Blvd
3rd Fl

Pepper Pike, OH 44124
216-360-8632

Calland and Campbell Insurance and Campbell Financial

5000 Urbana Road
Suite 100

Springfield, OH 45502
937-917-8941

JanJanin Financial Group

1045 Tiffany South
Suite 1

Youngstown, OH 44514
330-953-3043

RJ Beucler Financial

9987 Carver Road
Suite 400

Cincinnati, OH 45242
513-794-1095

Impel Wealth Management

2006 4th Street

Cuyahoga Falls, OH 44221
330-800-0182

Ownership Advisors

6100 Oak Tree Boulevard South
Suite 420

Cleveland, OH 44131
216-328-5538

kANU Asset Management, LLC

4015 Executive Park Drive
Suite 402

Cincinnati, OH 45241
513-769-2700

Jeffrey Kota - Ameriprise Financial Services, LLC

290 E Milltown Rd
Ste C

Wooster, OH 44691
330-263-1930

Michael Rothstein - Ameriprise Financial Services, LLC

530 W Spring St
Ste 150

Columbus, OH 43215
614-643-1680

The Western Reserve Group - Morgan Stanley

36 East Streetsboro St

Hudson, OH 44236
234-380-4802

Brauley/Wagner Wealth Management - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4131

The Holland / Cahill Investment Consulting Group - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2745

Warner Graves Doman Wealth Management - UBS Financial Services Inc.

43 Village Way
Suite 201

Hudson, OH 44236
330-655-8325

Lawrence J. Hayes - UBS Financial Services Inc.

3601 Rigby Road

Miamisburg, OH 45342
937-428-1329

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

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2755

Westlake Wealth Management - UBS Financial Services Inc.

2055 Crocker Road
Suite 201

Westlake, OH 44145
440-414-2751

Shea Financial Services

13477 Prospect Road
Suite 101B

Strongsville, OH 44149
440-897-9828

Lehman Capital Management Group - Ameriprise Financial Services, LLC

255 Executive Dr

Marion, OH 43302
740-387-8402

Stifel | Jeffrey P. Elman

30050 Chagrin Blvd, Suite 300

Pepper Pike, OH 44124
216-593-7400

Ethan Stanley - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5903