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John P. Williams

CFP®

Partner, 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.

The Financial Solution Network

6641 N. High St., Suite 203
Worthington, OH 43085
(614) 505-3025

Jerry C. Thomas

CFP®

Business Development

Specialties: Annuities, Estate Planning, Employee Benefits, Insurance, Life Planning, Succession...More

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

J.L. Thomas & Company

1500 Chester Ave.
Cleveland, OH 44114

J.L. Thomas & Company

1837 West 50th
Cleveland, OH 44102

J.L. Thomas & Company

1002 west VanBuren
Chicago, IL 60607
(800) 222-4090
(216) 201-9423

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

Robert A. Valente

CFP®, AEP

Vice Chairman

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Sequoia Financial Group

3855 Tradewinds Circle
Pepper Pike, OH 44124
(866) 831-4900
(216) 591-2240

Neal E. Watson

CFP®

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

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

Fleming Watson Financial Adviosrs, LLC

PO Box 2160, 512 3rd St.
Marietta, OH 45750
(740) 373-4877

Shawn R. Ballinger

CFP®

Wealth Coach

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Columbus Street Financial Planning

1872 Timber Haven Ct.
Grove City, OH 43123
(614) 732-3119
CONNECT WITH Shawn
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Kimberly E. Wirtz

CFP®

Certified Financial Planner Practitioner

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

John E. Sestina & Company

16865 Rabbit Run Dr.
Strongsville, OH 44136

John E. Sestina & Company

16865 Rabbit Run Dr
Strongsville, OH 44136
(440) 238-9520

J. Michael Faehner

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

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

Faehner Financial Planning

3110 Stoney Ridge Rd
Avon, OH 44011
(888) 485-1973
(440) 934-9500

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
  • linkedin link

Patricia A. Heimbuch

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Ameriprise Financial Services, Inc

11145 Reading Rd
Cincinnati, OH 45241
(513) 554-1104

Ronald J. Scharer

CFP®, ChFC, CLU, Esq

Branch Manager

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

Financial Advisor serving Ohio and the surrounding communities.

Whetstone Financial, LLC

444 E Center St
Marion, OH 43301
(740) 382-2277

Stephen B. Hess

CFP®

Managing Partner

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

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

Trilogy Wealth Advisors

516 E High Street
Bryan, OH 43506
(800) 882-4001
(419) 636-4001

Roger E. Southward

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Southward Financial Services, LLC

9165 Winston Rd
Pickerington, OH 43147-9342
(614) 864-0759

Robert M. Leshnak, Jr.

CLU ChFC CFP® MS EA

Registered Principal

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

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

Leshnak Wealth

7182 Liberty Centre Drive, Unit I
West Chester, OH 45069
(888) 223-7242
(513) 779-3777

Mark David Van Drunen

CFP®, MS

Partner

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

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

Ownership Advisors, Inc.

6100 Oak Tree Blvd, Ste 420
Cleveland, OH 44131
(330) 554-8945
(216) 328-5538

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

Joe L. Flinner

CFP®, CRPC

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

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

Ameriprise Financial Services, Inc.

36350 Detroit Rd, Ste A
Avon, OH 44011
(800) 706-3602
(440) 934-7100

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

Owen J. Hostetler

ChFC, CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation...More

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

Everence Financial Advisors

4136 Kidron Road, PO Box 266
Kidron, OH 44636-0266
(800) 986-9988
(330) 857-9988

Edward Vargo

CFP® ChFC AIF CDFA

Private Wealth Manager

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

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

Burning River Advisory Group

2237 Crocker Road, Ste 150
Westlake, OH 44145
(216) 404-2420
CONNECT WITH Edward
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  • linkedin link

Mary A. Davenport-Yant

CFP®, ChFC®, CLU®,

CERTIFIED FINANCIAL PLANNER practitioner

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

Financial Advisor serving Ohio and the surrounding communities.

Ameriprise Financial Mary Davenport-Yant

1234 Ridgewood Dr., Suite B
Bowling Green, OH 43402
(877) 354-6179
(419) 354-6179

Ted K. Saneholtz

CFP®, CPA, ChFC

Founder

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

Financial Advisor serving Ohio and the surrounding communities.

Summit Financial Strategies, Inc.

7965 N High St, Ste 350
Columbus, OH 43235
(888) 867-4717
(614) 885-1115

John Kopeck

CFP®

Financial Advisor, Vice President

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

Financial Advisor serving Ohio and the surrounding communities.

Ameriprise Financial Services, Inc.

5905 E Galbraith Rd, Suite 4200
Cincinnati, OH 45236
(513) 984-9700
CONNECT WITH John
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  • youtube link

Mark M. Tepper

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

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

Strategic Wealth Partners

5005 Rockslide Rd, Ste 1200
Independence, OH 44131
(216) 800-9000

Garry P. Kohn

CFP®

President

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

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

Kohn Wealth Management Advisors, LLC

9078 Union Centre Blvd, Ste 350
West Chester, OH 45069
(513) 563-3469
CONNECT WITH Garry
  • linkedin link

Isao L. Shoji

CFP®, CLTC

Financial Advisor

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

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

The Schumacher Group - Ameriprise Financial Services, Inc.

349 W. Nationwide Blvd.
Columbus, OH 43215
(614) 340-9642

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

Richard M. O'Brien

CFP®, CRPC, CRPS

Specialties:

Financial Advisor serving Ohio and the surrounding communities.

Lincoln Financial Advisors

7650 Rivers Edge Dr
Columbus, OH 43235
(614) 431-4307

Meghan Mader

CFP®

CCO/Managing Partner

Specialties:

Financial Advisor serving Ohio and the surrounding communities.

Charles Schwab

2875 W. Dublin Granville Rd
Columbus, OH 43235
(614) 799-2900