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Jerry C. Thomas

CFP®

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

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

Jerry C. Thomas, CFP

1500 Chester Ave.
Cleveland, OH 44114

Jerry C. Thomas, CFP

1837 West 50th
Cleveland, OH 44102

Jerry C. Thomas, CFP

1002 west VanBuren
Chicago, IL 60607
(440) 364-1880

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

8240 Beckett Park Dr, Ste B
West Chester, OH 45069

Capital Advisory Services, LLC

211 S. Walnut Street
Van Wert, OH 45891
(800) 891-6458
(513) 942-7000

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

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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Randall P. Ruggaard

CFP®

President

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Ruggaard & Associates, Inc.

2196 E. Enterprise Parkway
Twinsburg, OH 44087
(330) 487-5888

Allen A. Osgood

CFP®, MBA

Chairman

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Financial Freedom, LLC

8044 Montgomery Rd, Ste 700
Cincinnati, OH 45236

Financial Freedom, LLC

6151 Lake Osprey Dr
Sarasota, FL 34240

Financial Freedom, LLC

2632 wilkenson rd
Sarasota, FL 34231
(513) 697-6400

Marc E. Henn

CFP®

President

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Harvest Financial Advisors, LLC

8897 Cincinnati Dayton Rd
West Chester, OH 45069
(800) 361-0329
(513) 779-3030

Karyn Pistone

CFP®, CLU

President

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

Financial Advisor serving Ohio and the surrounding communities.

Pistone Wealth Advisors

29525 Chagrin Blvd., Suite 305
Pepper Pike, OH 44122
(216) 407-0271

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

Jeffrey D. Smith

CFP®

Financial Planner

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

Financial Advisor serving Ohio and the surrounding communities.

Key Private Bank

88 E Broad St
Columbus, OH 43215
(614) 460-3453

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

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

Michael S. Lamb

CFP®, CPA/PFS

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Retirement

Financial Advisor serving Ohio and the surrounding communities.

Goldshot, Lamb & Hobbs, Inc.

3066 Kettering Blvd
Dayton, OH 45439
(937) 297-3400 x3107

Matthew S. Olver

CFP®

Partner, Client Advisor

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

Financial Advisor serving Ohio and the surrounding communities.

Cerity Partners LLC

50 Public Square, Suite 2700
Cleveland, OH 44113
(216) 464-6266

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

Aaron Armstrong

CFP®, CFA

Senior Financial Planner

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Budros, Ruhlin & Roe, Inc

1801 Watermark Dr, Ste 300
Columbus, OH 43215-7088
(614) 481-6900

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

David W. Demming, Jr.

CFP®

Vice President & CIO

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

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

Demming Financial Services Corp

13 New Hudson Rd
Aurora, OH 44202
(877) 841-2122
(330) 562-2122

Michael D. Andrews

CFP®, CPA

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Andrews Advisors

1549 Boettler Road, Suite C
Green, OH 44685
(330) 644-9000

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

Adam T. Hill

CFP®

President

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

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

Maxwell Financial Management

6530 W Campus Oval, Ste 320
New Albany, OH 43054
(614) 431-4345

Jason E. Farris

CFP®

Partner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Waller Financial Planning Group, Inc.

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

Kristen E. Moosmiller

CFP®

Founder, Managing Partner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

NorthAvenue LLC

4400 North High St, Ste 201
Columbus, OH 43214
(614) 210-3948 ext. 101

Austin J. Linden, III

CFP®, ChFC, CLU

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

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

Financial Management Strategies, Inc.

6200 Rockside Road
Independence, OH 44131
(330) 659-2949

Joseph S. Messinger

CFP®, ChFC, CLU

Partner & Director of College Planning

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Capstone Wealth Partners, Ltd.

6037 Frantz Road, Ste 104
Dublin, OH 43017
(614) 754-7805
CONNECT WITH Joseph
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Sunwook Jin

CFP®, CRPC, CMFC

Financial Advisor

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

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

Redwood Financial Network Corp

30285 Bruce Industrial Parkway, Suite A
Solon, OH 44139
(440) 287-5020

Doug Kinsey

CFP®, AIFA®, CIMA®

Partner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Artifex Financial Group

2305 Far Hills Ave, Ste 206
Dayton, OH 45419
(855) 752-6644

Jeffrey R. Foster

CFP®

Partner

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

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

Retirement Strategies, Ltd.

5060 Parkcenter Ave, Suite A
Dublin, OH 43017
(614) 799-8668

Luke Salcone

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Summit Financial Strategies

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

Fred J. Minich

CFP®, AAMS

Financial Advisor

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

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

Edward Jones

1840 Zollinger Rd
Columbus, OH 43221-2850
(888) 451-6355
(614) 451-6004