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John P. Williams

CFP®

Wealth

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

The Financial Solution Network

2522 Alum Crossing Dr.
Lewis Center, OH 43035
(614) 460-9867

James Budros

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Budros, Ruhlin & Roe, Inc.

1801 Watermark Dr, Ste 300
Columbus, OH 43215
(614) 481-6900

Carina S. Diamond

CFP®, AIF®

Chief Experience Officer, Managing Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Dakota Wealth Management

275 Springside Dr, Ste 250
Akron, OH 44333
(330) 598-2208
CONNECT WITH Carina
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Theodore T. Sadar

CFP®

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Ohio and the surrounding communities.

Sadar Financial Management

520 S Main St, Ste 2553
Akron, OH 44311
(330) 564-0505

Gage Paul

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Storey & Associates

1360 S Main St
North Canton, OH 44720
(330) 526-8944
CONNECT WITH Gage
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Ashok Shendure

CFP®,CEBS,AIF®,RLP®

Wealth Manager

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Ohio and the surrounding communities.

BDS Financial Network

30405 Solon Road, Suite 16
Solon, OH 44139
(440) 248-5625

Mark R. Finney

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking,...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

McCarthy & Cox

127 W 5th St
Marysville, OH 43040
(937) 644-0351
CONNECT WITH Mark
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Nicholas S. Fisher

CFP®

Financial Planner

Specialties:

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Bluestone Wealth Partners

7650 Rivers Edge Dr, Suite 100
Columbus, OH 43235
(614) 431-4353

Daniel M. Amiot, II

CFP®, AIFA®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Advance Capital Management, Inc.

5005 Rockside Rd, Suite #215
Independence, OH 44131
(800) 457-4304
216.520.1437

Russell A. Karban

ChFC®, CFP®, AIF®

Vice President & Managing Executive

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation,...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

655 Beaver Creek Circle
Maumee, OH 43537
(419) 725-7307

Amy E. Barker

CFP®, CFA

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Ohio and the surrounding communities.

Parallel Advisors

10050 Innovation Drive, Suite 350
Dayton, OH 45342
(937) 641-8288

Paul J. Bergman

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Ohio and the surrounding communities.

Ameriprise Financial Services, Inc.

4760 Red Bank Rd, Ste 220
Cincinnati, OH 45227-1542
(513) 272-3223

Thomas J. D'Amico

CFP®, ChFC

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Allstate Financial Services

1377 E Stroop Rd, Ste 312
Kettering, OH 45429
(937) 723-8772

Gregory P. Fasig

CFA, CFP®

Director

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Aspiriant

201 E. 5th St., Ste 1430
Cincinnati, OH 45202
(513) 824-3100
CONNECT WITH Gregory
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Paul A. Gydosh, Jr.

CFP®

Managing Director

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Financial Advisor serving Ohio and the surrounding communities.

Kensington Wealth Partners, LTD

7650 Rivers Edge Dr, Suite 240
Columbus, OH 43235
(614) 431-4336
CONNECT WITH Paul
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Karen L. Jeske

CFP®, CPA

Financial Consultant

Specialties: Comprehensive Financial Planning

Financial Advisor serving Ohio and the surrounding communities.

Thrivent Financial

46 E Mohawk Dr, Ste 100
Malvern, OH 44644-9554
(330) 863-4225

David M. Dalton

CFP®, JD, MBA

Financial Planner

Specialties: Asset Allocation, Estate Planning, Retirement, Long-term Care

Financial Advisor serving Ohio and the surrounding communities.

Dalton Wealth Management

7237 Cinicinnati Dayton Rd, Ste 203
West Chester, OH 45069
(513) 644-2572

James S. Lineweaver

CFP®

President

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance,...More

Financial Advisor serving Ohio and the surrounding communities.

Lineweaver Financial Group

9035 Sweet Valley Dr
Valley View, OH 44125
(216) 520-1711
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Jeffrey E. Suchy

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation,...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Budros, Ruhlin & Roe, Inc.

1801 Watermark Dr, Ste 300
Columbus, OH 43215
(614) 481-6900

James J. Hoskins

CFP®

Lead Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

9750 Farmstead Drive
Loveland, OH 45140
(513) 469-8100

Katherine E. Kincaid

CFP®

Senior Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Ohio and the surrounding communities.

Waller Financial Planning Group, Inc.

941 Chatham Ln, Ste 212
Columbus, OH 43221
(614) 457-7026

Steven P. McCann

CFP®

Director of Financial Planning

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Hudson Financial Advisors

10034 Wellman Rd.
Streetsboro, OH 44241
(330) 342-1157

Richard L. Mohr

CFP®, CPA, PFS

President

Specialties: Attending College, Budget & Debt Management, Comprehensive Financial Planning, Asset...More

Financial Advisor serving Ohio and the surrounding communities.

Buckeye Financial Solutions,Inc

4553 Everhard Rd NW
Canton, OH 44718
(330) 244-8600

Michael A. Niederst

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Key Private Bank

166 Crocker Park Blvd
Westlake, OH 44145
(440) 788-4454

Beth K. Sparks

CFP®

Vice President Investments

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Employee Benefits,...More

Financial Advisor serving Ohio and the surrounding communities.

Raymond James & Associates

3178 Kingsdale Ctr
Columbus, OH 43221-2000
(614) 442-2340

Amanda Lisachenko

CFP®

COO

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Reed Financial Services

5885 Landerbrook Dr., Suite 110
Cleveland, OH 44124
(216) 464-2090

Robert Karras

CFP®, CLU, ChFC

CEO, Managing Member

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Ohio and the surrounding communities.

R. Karras, Asset Management & Planning, LLC

5005 Rockside Rd, Ste 600
Independence, OH 44131-6827
(216) 573-3788

Jeremy D. DiTullio

CFP®, AWMA®, CRPC®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Cleveland Financial Group

2001 Crocker Rd, Suite 400
Westlake, OH 44145
(440) 617-6676

Elizabeth Scheiderer

CFP®

Financial Advisor

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change,...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

NCA Financial Planners

6095 Parkland Blvd, Ste 210
Mayfield Hts, OH 44124
(440) 473-1115

Douglas Lynch

CFP®, CFA, CPA

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Getting...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Lynch Financial Group

5880 Sawmill Rd
Dublin, OH 43017
(614) 791-8884
CONNECT WITH Douglas
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