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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

Lisa G. Hay

CFP®, CPA

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Cornerstone Capital Advisors

1640 Corporate Woods Cir
Uniontown, OH 44685
(330) 896-6250
CONNECT WITH Lisa
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David A. Smith

CFP® MSFS AIF®

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

Financial Advisor serving Ohio and the surrounding communities.

Smith, Moses & Company, LLC

2149 N Fairfield Rd
Beavercreek, OH 45431
(888) 291-9992
(937) 431-8010

Gary Howard

CFP®, CPA

CPA, CFP

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

Financial Advisor serving Ohio and the surrounding communities.

Howard Financial Services

8240 Beckett Park Dr., Suite D
West Chester, OH 45069
(513) 218-9446

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

E. Michael McGervey

CFP®, CRPC

President

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

McGervey Wealth Management

4001 Whittle Ave NW, Ste 202
Canton, OH 44718
(330) 493-9300

Derwood S. Miller

CFP®

Pres.

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

Financial Advisor serving Ohio and the surrounding communities.

M.J. Miller & Co.

PO Box 367
Hartville, OH 44632-0367
(330) 877-9433

Kevin L. Tucholski

CFP®

Owner/Proprietor

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Retirement

Financial Advisor serving Ohio and the surrounding communities.

Tucholski Financial Services

4169 N Holland-Sylvania Rd, Ste 104
Toledo, OH 43623
(419) 531-0330

Kara Downing

CFP®

Founder & President

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Younity Wealth Partners, LLC

29525 Chagrin Blvd, Suite 300
Pepper Pike, OH 44122
(216) 654-0000
CONNECT WITH Kara
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Jeffrey Loehnis

CPA, CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Hamilton Capital Management, Inc.

5025 Arlington Centre Blvd, Ste 300
Columbus, OH 43220
(888) 833-5951
(614) 273-1000

Richard S. Mayer

CFP®

Principal Financial Advisor

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

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

Simply Money

7890 E. Kemper Rd., Ste 200
Cincinnati, OH 45249
(513) 605-2553

David A. Dinsmore

BCBA, RBC, CFP®

Principal

Specialties: Budget & Debt Management, Business Taxes, Estate Planning, Corporate Finance, Getting...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Certified Business Appraisal

6192 Silver Wood Dr
Cincinnati, OH 45152
(513) 266-3226

Craig W. Mullenbrock

CFP®

Private Wealth Advisor

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

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

Mullenbrock & Assocs, a financial advisory practice of Ameriprise Financial

228 W Ash St, PO Box 312
Piqua, OH 45356
(888) 508-8500
(937) 773-8500

Carina S. Diamond

CFP®, AIF®

Founder & CEO

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

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

Springside Partners

275 Springside Dr, Ste 250
Akron, OH 44333
(330) 598-2208
CONNECT WITH Carina
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Andrea N. Ellis

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Ohio and the surrounding communities.

Budros, Ruhlin & Roe, Inc.

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

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

Jamie M. Powell

CFP®

Advisor

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

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

Capital Advisory Services, LLC

211 S. Walnut Street
Van Wert, OH 45891

Capital Advisory Services, LLC

8240 Beckett Park Dr
West Chester, OH 45069
(800) 891-6458

Jeffrey M. Zimmerman

CFP®

Owner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Zimmerman Capital Management, LLC

1450 Franklin Ave, PO Box 201
Salem, OH 44460
(330) 332-4261

David M. Lesjak

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Lesjak Planning Corporation

1991 Crocker Rd, Ste 575
Cleveland, OH 44145-6971
(440) 871-9500

Stephanie M. Smith

MS, CFP®

Director, Wealth Management

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

Financial Advisor serving Ohio and the surrounding communities.

TDC Companies

1440 Arrowhead Drive
Maumee, OH 43537
(540) 974-0128

Robert J. Eyen

CFP®, CHFC®, CLU®

Financial Advisor

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

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

The Chaddock Group - Ameriprise Financial Services, Inc.

8008 N High St, Ste 150
Columbus, OH 43235
(800) 456-0017
(614) 310-0501

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

Arthur E. Oldham

CFP®

Rep

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

Financial Advisor serving Ohio and the surrounding communities.

Cetera Advisors, LLC

5669 Som Center Rd
Willoughby, OH 44094

Shawn Ballinger

CFP®

Wealth Manager

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

Janice M. Cackowski

CFP®

Partner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Providence Wealth Partners

1154 Linda Street #200
Rocky River, OH 44116
(440) 703-6040
CONNECT WITH Janice
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Mario C. Giganti

CFP®, CPA, AIFA®

Trusted Advisor

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Cornerstone Capital Advisors

1640 Corporate Woods Circle
Uniontown, OH 44685
(330) 896-6250

Nicole Theisen Strbich

CFP®, EA

Specialties: Comprehensive Financial Planning, Attending College, Buying a Home, Career Change, Asset...More

Financial Advisor serving Ohio and the surrounding communities.

Buckingham Financial Group

6856 Loop Road
Dayton, OH 45459
(937) 435-2742

Sam L. Rinehart

CFP®, CLU

Private Wealth Advisor

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

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

Ameriprise Financial Services, Inc

10050 Innovation Drive, Ste 310
Miamisburg, OH 45342
(937) 312-8000

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

David Stone

CFP®

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Personal Financial Advisors, Inc.

70 E Columbus St
Pickerington, OH 43147
(614) 837-7000
CONNECT WITH David
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