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Find Top Financial Advisors in Ohio


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Ohio. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Ohio

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

List of Financial Advisors in Ohio
Financial Advisor Office Location Phone Number
Brian Mills,
Mills Financial Planning,Inc.
545 Metro Place South,
Dublin, OH  43017
(614) 504-0402
Chris Wright,
Center for Wealth Management
4355 Ferguson Dr, Suite 200,
Cincinnati, OH  45245
(513) 407-5430ext102
Mark Tepper,
Strategic Wealth Partners
5005 Rockside Rd,
Independence, OH  44131
(216) 800-9000
Thomas Rogers,
Structured Wealth Management
6711 Monroe Street,
Sylvania, OH  43560
(419) 344-9454
Tom Neess,
Independent Financial Resources, LLC
8118 Corporate Way, Ste. 165,
Mason, OH  45040
(513) 701-1099
Ryan F. Antepenko AIF®,
Rosselot Financial Group, Inc
7450 Jager Ct,
Cincinnati, OH  45230
(513) 232-6500
Rob Russell,
Russell Total Wealth Management
3174 presidential drive,
Beavercreek, OH  45324
(937) 320-4733
Marco Mazzone,
American Heritage Financial Advisors,LLC
8227 Brecksville Rd,
Brecksville, OH  44141
(440) 546-7550
Michael Kelley, CFP®, CLU®,
Kelley Financial Planning
600 Superior Ave. East,
Cleveland, OH  44114
(330) 990-8895
Lisa Hay, CPA, CFP®, AIF®, RICP®,
Cornerstone Capital Advisors
1640 Corporate Woods Circle,
Uniontown, OH  44685
(330) 896-6250
Ryan Sullivan,
Edelman Financial Engines, LLC
36040 Detroit Road,
Avon, OH  44011
6327 Wilson Mills Road,
Highland Heights, OH  44143
(440) 934-6565
(440) 919-2000
John Hubbard,
Edelman Financial Engines, LLC
3900 Medina Rd.,
Akron, OH  44333
(330) 576-6150
Doug Corp,
Edelman Financial Engines, LLC
1449 Boardman-Canfield Rd Suite 170,
Boardman, OH  44512
(330) 726-3100
Justin Kattau,
Edelman Financial Engines, LLC
10100 Innovation Drive,
Dayton, OH  45342
(937) 431-1925
Maria Santiago,
Edelman Financial Engines, LLC
Summit Woods I Building,
Cincinnati, OH  45241
(513) 985-0100
Don Meeker,
Edelman Financial Engines, LLC
475 W Dussel Drive,
Maumee, OH  43537
(419) 897-2222
Matt Burnham,
Auxin Group Wealth Management
2923 Smith Rd, Suite 202,
Akron, OH  44333
(330) 237-1032
Adam Koos,
Libertas Wealth Management Group, Inc.
5003 Horizons Drive,
Columbus, OH  43220
(614) 543-1350
Drew Lehman,
Edelman Financial Engines, LLC
1 Easton Oval,
Columbus, OH  43219
(888) 752-6742

Information on Qualified Financial Advisors in Ohio

Qualifications CRD# 2071799
Series 6, 7, 63

Compensation/Fee I am a Fee-Based financial professional, Commissions, Hourly


Office Location 545 Metro Place South,
Suite 100,
Dublin,
OH 
43017
Phone Number (614) 5040402

About Mills Financial Planning,Inc.

We provide comprehensive financial planning services for those retired or planning to retire in the next 5 years.



Qualifications CRD# 4263057
Series 7, 63

Compensation/Fee I am a fee-based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 4355 Ferguson Dr, Suite 200,
Cincinnati,
OH 
45245
Phone Number (513) 4075430ext102

About Center for Wealth Management

Center for Wealth Management, provides wealth management and investment planning services for individuals, trusts, corporate and qualified pension accounts through LPL Financial. Center for Wealth Management was founded as a financial services firm offering professional wealth management to midsize investors, primarily in our local community. Over the ensuing years our disciplined approach to equity investing, market evaluation and risk management attracted a growing number of large individual investors and employee benefit plans seeking to preserve capital, accumulate wealth and control risk. Today we are a team of skilled professionals that uses our original concept to manage the wealth entrusted to us by individuals and corporations from coast to coast. We are proud to add that we can measure our success in terms of client satisfaction. Our approach has resulted in noteworthy expansion and validates that our clients are pursuing their objectives with rewarding consistency. We are partnered with LPL Financial, the nations #1 Independent Broker/Dealer based on revenues according to Financial Planning magazine 1996-2010.



Qualifications CRD# 4417859
FirmCRD# 148586
Series 7, 66

Compensation/Fee I am a fee-only financial professional, Based on Assets, Flat Fee


Office Location 5005 Rockside Rd,
Suite 1200,
Independence,
OH 
44131
Phone Number (216) 8009000

About Strategic Wealth Partners

We help you make smart financial decisions throughout every stage in life. It's that simple. From wealth building and tax strategies to retirement and estate planning, we evolve with your changing needs.



Qualifications CRD# 3251381
Series 7, 63

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 6711 Monroe Street,
Building V,
Sylvania,
OH 
43560
Phone Number (419) 3449454

About Structured Wealth Management

When can you afford to retire? How much can you spend each year without "drawing down" your savings? How do you manage your assets once you are retired? We can provide you with powerful, yet simple answers to these questions. We would be happy to create a financial plan uniquely for you - and we update plans as necessary, as goals and circumstances do change.



Qualifications CRD# 1579248
Series 7, 8, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions


Office Location 8118 Corporate Way, Ste. 165,
Mason,
OH 
45040
Phone Number (513) 7011099

About Independent Financial Resources, LLC

I serve my clients by listening to how they feel about their circumstances and equipping them with the ability to view issues from different perspectives so that they may weigh those fairly in helping them make good decisions for themselves.



Qualifications CRD# 4758268
FirmCRD# 12984
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 7450 Jager Ct,
Cincinnati,
OH 
45230
Phone Number (513) 2326500

Ryan began working for at The Rosselot Financial Group in 2003. He focuses on comprehensive financial plans by listening to your goals and building strategies with which you are comfortable. Best of all, Ryan stresses to be on time, keep you informed and provide top-notch service which exceeds your expectations.

About Rosselot Financial Group, Inc

Our mission is to facilitate the creation and maintenance of financial independence for our clients while providing service that exceeds their expectations. The Rosselot Financial Group provides pre-retirement planning, business continuation, wealth transfer, and personal financial strategies to business owners, highly compensated individuals, and individuals enjoying their retirement years. By offering multi-generational planners and attention to the most intimate goals and dreams of our clients, we are committed to being trusted advisors and confidants to them, their children and grandchildren. We strive to be recognized as an industry leading, family-owned organization with an understanding of the importance of accumulating, preserving and transferring wealth while maintaining family values and relationships to perpetuate our clients` businesses, careers, and communities. By being sensitive to our client relationships, both our clients and our organization succeed in an evolving financial world.



Qualifications CRD# 4667804
Series 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 3174 presidential drive,
Beavercreek,
OH 
45324
Phone Number (937) 3204733

Robert (Rob) Russell is the President and co-founder of Russell Total Wealth Management. He lives to drive innovation in the investing world and absolutely loves to help clients create a plan that allows them to retire on "their terms." Rob is obsessive about creating a culture that his employees to be part of and a client experience second to none. 7 Interesting Facts About Rob: Reagan, Robs youngest child, was named after President Ronald Reagan. Rob cared for his grandparents, Alice and Walter, full-time after graduating high school before entering college at Wright State University. Rob's life story and company roots have been featured on TV nationally on the BIO Channel. Originally, Rob was going to school to become a radiologist, but ended up falling in love with business at Wright State University. Rob loves to cook, enjoys wine, traveling with his family (especially to Disney and the Caribbean), and exercise&and hes trying to learn how to ride a unicycle. After writing his best-selling book, Retirement Held Hostage, Rob was offered a contract with Forbes to write a financial column that challenges the status quo about retirement planning. His articles have been read by over 500,000 people. Robs ideas and perspectives on the markets have appeared on CNBC and Fox Business which are televised in over 65 countries.

About Russell Total Wealth Management

There's a difference between investing and total wealth management. At Russell Total Wealth Management we help you integrate your tax, estate, and investment strategy into one cohesive plan that is custom designed for you. Our roots stretch back to 1972 when we focused primarily on tax strategies for individual clients and businesses. Over the years, through technology and innovation, we've been able to develop wealth management strategies to our clients that were previously only available to institutional ("Smart Money") investors. Our goal, has been and always will be, to change clients for the better and drive innovation through our trademarked processes. We host a weekly radio show on WHIO "Total Wealth Radio", we've authored a best-selling book, our story has been featured nationally on the BIO channel, and our advice has been featured in over 60 countries around the world on CNBC, FOXBusiness, Forbes, Kiplinger, and The Wall Street Journal.



Qualifications CRD# 324343
FirmCRD# 119914
Series 6, 7, 63

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 8227 Brecksville Rd,
Suite 201,
Brecksville,
OH 
44141
Phone Number (440) 5467550

Mr. Mazzone's current focus is in Retirement Planning and Investment Management for Wealth Management Individuals and Corporations. He has provided financial advice to Individuals, Corporations and Government Agencies. Marco is educationally oriented with all the help and advice he provides to all of his clients, so that each one of them will make intelligent informed decisions. He has conducted over 2,300 group Financial Education Seminars for Corporations and Gov't. Agencies through out the Eastern U.S. Marco performs extensive due diligence on the plans,services and investments that he may recommend. An Independent Advisor he has no allegiance or conflicts of interests to any companies. Marco's philosophy is to incorporate a Multi-strategy approach that creates a "Protect the Downside" Strategy. We all know how important this kind of strategy is in todays economy and clients in their retirement years. Marco was born and raised in Cleveland, Ohio, educated at Kent State University with a B.S. in Accounting and Business Administration. Received his Certified Financial Planning Diploma from The College for Financial Planning in Denver, Colorado, and is also a Certified Senior Advisor. Marco and Mary reside in North Royalton, Ohio and enjoy their family of two children and five grandchildren. His hobbies include golf, travel, boating, aviation, water skiing, piano, sports and reading. He donates his time to his community with numerous charities, and belongs to the Brecksville Chamber of Commerce.

About American Heritage Financial Advisors,LLC

Financial Planning and Registered Investment Advisory Firm. Specializing in IRA Rollovers, 401k, 457, 403b, Pension Plans, Retirement Planning, Portfolio Management and Estate Planning, Trusts and Medicaid Planning. Investment Analysis and Forecasting Analysis. Additional expertise in Annuities, Life Insurance and Long-term Care Strategies.



Qualifications CRD# 6146459
Series 7, 24, 63, 65

Compensation/Fee I am a fee-only financial professional, Based on Assets, Flat Fee, Subscriptions


Office Location 600 Superior Ave. East,
PMB #13107,
Cleveland,
OH 
44114
Phone Number (330) 9908895

Michael Kelley is not your "typical" financial advisor. Mike is fueled by his compassion to help people build a stronger future and his strong dissatisfaction with the status quo within the financial industry. He has worked with multiple firms over the past 10 years and has witnessed the good, the bad and the very ugly within this industry. After many years of seeing clients' financial plans underserved and products oversold by insurance agents and salespeople holding themselves out to be financial advisors, he decided to build his own firm, Kelley Financial Planning. Mike built his firm from scratch, using only the best technology and practices he has picked up along his career. He believes that the only true way an advisor can be a fiduciary and work under the least amount of conflicted interest is to be a Fee-Only advisor. Mike has signed a Fiduciary Oath that requires him to ALWAYS act in the best interest of his clients. He can NEVER receive commissions and; therefore, he has no incentive to sell products. Mike is compensated solely by his clients. Most of his clients prefer Comprehensive Planning and to pay him on a monthly basis, but he also has the ability to simply manage their investments or to build them a One-Time financial plan to ensure they are on the right track. Mike is a NAPFA Registered Financial Advisor, a CERTIFIED FINANCIAL PLANNER Professional, and Chartered Life Underwriter®.

About Kelley Financial Planning

Michael Kelley is not your "typical" financial advisor. Mike is fueled by his compassion to help people build a stronger future and his strong dissatisfaction with the status quo within the financial industry. He has worked with multiple firms over the past 10 years and has witnessed the good, the bad and the very ugly within this industry. After many years of seeing clients' financial plans underserved and products oversold by insurance agents and salespeople holding themselves out to be financial advisors, he decided to build his own firm, Kelley Financial Planning. Mike built his firm from scratch, using only the best technology and practices he has picked up along his career. He believes that the only true way an advisor can be a fiduciary and work under the least amount of conflicted interest is to be a Fee-Only advisor. Mike has signed a Fiduciary Oath that requires him to ALWAYS act in the best interest of his clients. He can NEVER receive commissions and; therefore, he has no incentive to sell products. Mike is compensated solely by his clients. Most of his clients prefer Comprehensive Planning and to pay him on a monthly basis, but he also has the ability to simply manage their investments or to build them a One-Time financial plan to ensure they are on the right track. Mike is a NAPFA Registered Financial Advisor, CERTIFIED FINANCIAL PLANNER Professional, and Chartered Life Underwriter®.



Qualifications CRD# 6277358
Series 65

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee


Office Location 1640 Corporate Woods Circle,
Uniontown,
OH 
44685
Phone Number (330) 8966250

Lisa is a Lead Advisor with over 15 years of experience as a CPA. Lisa is also a CERTIFIED FINANCIAL PLANNER (CFP®), Retirement Income Certified Professional® (RICP®) and ACCREDITED INVESTMENT FIDUCIARY(AIF®). Lisa specializes in serving clients who are nearing or in retirement, or experiencing other life transitions. Lisa's clients benefit from her caring guidance and personalized financial life planning approach. Lisa loves the challenge of arranging the different pieces of each client's financial puzzle into a cohesive image: integrating and optimizing the complex world of investing, tax strategies, retirement planning, and estate/charitable planning.

About Cornerstone Capital Advisors

At Cornerstone Capital Advisors, we help you to align your financial resources with your unique values and goals through an integrated investment strategy and a customized financial plan. As a fee-only, Registered Investment Advisor, our experienced staff has a fiduciary responsibility to provide you with objective advice and strategies which keep your interests ahead of our own. We offer Financial Planning and Investment Advisory services, ensuring that all of the financial puzzle pieces work together effectively.



Qualifications CRD# 4527972
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 36040 Detroit Road,
Suite E,
Avon,
OH 
44011
Phone Number (440) 9346565

Office Location 6327 Wilson Mills Road,
Highland Heights,OH  44143
Phone Number (440) 9192000

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2002. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Flagler College. Married to Chrissy. They have two children: Ryan and Kimmy. Ryan enjoys traveling, fishing, hiking, and swimming with his family.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5556049
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 3900 Medina Rd.,
Suite Q,
Akron,
OH 
44333
Phone Number (330) 5766150

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2008. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration and Finance from West Virginia University. Married to Michele. They have two children: Madison and Zachary. John enjoys spending time with family, Crossfit, fishing, coaching wrestling, and watching the WVU Mountaineers.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5739556
FirmCRD# 104510
Series 7, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 1449 Boardman-Canfield Rd Suite 170,
Boardman,
OH 
44512
Phone Number (330) 7263100

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 2009. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Master's degree in Business Administration and Bachelor's degree in Finance from Kent State University. Married to Ashley. They have three children: Matthew, Mason and Mila.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5425237
FirmCRD# 104510
Series 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 10100 Innovation Drive,
Suite 160,
Dayton,
OH 
45342
Phone Number (937) 4311925

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 2007.Successfully completed the Series 7, 63, and 66 examination(s) administered by FINRA.Bachelor's degree in Business Administration from Morehead State University.Lifelong resident of the great state of Ohio! Justin enjoys golfing, going to sporting events, and spending time with his family.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5967144
FirmCRD# 104510
Series 65

Compensation/Fee Fee Based Only - No Commissions


Office Location Summit Woods I Building,
100 East Business Way Suite 360,
Cincinnati,
OH 
45241
Phone Number (513) 9850100

Joined Edelman Financial Engines in 2009. Began her career in the financial services industry in 2009.Successfully completed the Series 65 examination(s) administered by FINRA.Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s).Lifelong resident of Ohio.Has two children: Olivia and Lisette. Maria enjoys traveling, running, and spending time with family and friends.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5079253
FirmCRD# 104510
Series 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 475 W Dussel Drive,
Maumee,
OH 
43537
Phone Number (419) 8972222

Joined Edelman Financial Engines in 2006. Began his career in the financial services industry in 1999. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Financial Planning CounselorSM (CRPC®) certification(s). Married to Lisa. They have one child: Zachary. Don enjoys golfing, hiking, glassblowing, and computer programming.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5586452, 4957197
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 2923 Smith Rd, Suite 202,
Akron,
OH 
44333
Phone Number (330) 2371032

Ben Tegel is a Financial Advisor with a background in security analysis and data management. Ben started his financial advisory practice in 2005 and primarily works with business owners, executives, and beneficiaries of the Utica Shale Development. Prior to joining UBS, Ben worked for Morningstar, Inc., a leading provider of independent financial research and analysis. He played football for the University of Chicago and graduated with a degree in Economics. Ben is a member of West Akron Kiwanis, Torchbearers, Akron Children's Hospital Emerging Leaders, Akron Reads, and Destination College. He lives in Bath, OH with his wife Tessa, sons Grayson and Wes, and enjoys playing basketball, football, and chess. Matt Burnham is a Financial Advisor with an extensive background in Liability Management, Real Estate Finance, and a specialty in Oil & Gas related financial issues. Matt's clientele in landowners, farmers, business owners, and executives. Prior to joining UBS, Matt attended both the University of Akron and Kent State University where he studied Biology and History. Matt is a member of the National Association of Royalty Owners, and is working toward completing his Certification in Mineral Management. In addition to this, he is an active member of the Little Traverse Conservancy, a supporter of the University of Akron Athletics Programs, and coaches youth soccer. He resides in West Akron with his wife Noelle and their two Great Danes, Clover and Berkeley.

About Auxin Group Wealth Management

Focused Expertise with Broad Resources: Wealth Management requires a holistic approach. Auxin Group Wealth Management provides Financial and Retirement Planning, Investment Management, Investment Analysis, Portfolio Construction, Insurance Planning, Liability Management, and has an expertise in financial matters related to Oil & Gas Mineral Interests. In addition, we maintain strategic relationships with specialists in every aspect of the financial field to connect clients with the appropriate solution for whatever their need may be. Informed, Unbiased Advice Tailored Specifically for Each Client: Grounded with a deep-rooted understanding of economics, along with experience at one of the largest investment research firms in the world, Auxin Group Wealth Management is committed to providing clients investment advice based on both Technical and Fundamental Analysis, as well as information drawn from independent third party research to ensure that decisions are made with the clients' best interests placed ahead of advisor compensation. Discreet, One-to-One Client Service: Clients' needs are complex. As a result, Auxin Group Wealth Management has a service model in place that ensures a consistent level of attention for both new and existing clients. Our clientele include individuals, businesses, executives, farmers and landowners in Ohio and 9 other states.



Qualifications CRD# 4450982
FirmCRD# 157769
Series 7, 24, 31, 63

Compensation/Fee I am a Fee-Only financial professional, Based on Assets


Office Location 5003 Horizons Drive,
Ste 200,
Columbus,
OH 
43220
Phone Number (614) 5431350

Adam was born in Oberlin, OH and is a graduate of The Ohio State University. After obtaining dual-degrees in psychology and finance, he married his best friend, Donna, and they have 2 sons, Karston & Kamden. He is an avid Buckeye Football fan and has been to more than 140 games since 1995. Adam started his career in 2001 and is considered one of Central Ohio's "20 People to Know in Finance"​ by Business First. In addition, he has been recognized: 1. In Financial Advisor Magazine as one of only eight portfolio managers chosen to their "Research All-Star Team"​ for research & portfolio management. 2. By Investopedia as one the Top-100 Most Influential Financial Advisors on the U.S. 3. On the cover of Proactive Advisor Magazine with an interview regarding his patented Defense First® portfolio management strategy. Adam is an accomplished columnist and a former regular contributor at Wall Street Journal's MarketWatch Trading Deck. You can also find many of his columns in Forbes, US News & World Report, Yahoo! Finance, and he is also a regular contributor at Seeking Alpha. Adam's company is regularly named to Columbus Business First's Book of Lists as one of central Ohio's "Top Fee Only Financial Planning Firms," he is a recipient of the 2011 Business First Greater Columbus "Forty Under 40"​ award, a 5-time winner of Columbus CEO Magazines Best of Business awards (winning Best Financial Advisory Firm"​), and is a recipient of the Better Business Bureau "Torch Award for Ethics & Trust."​

About Libertas Wealth Management Group, Inc.

We have an unwavering passion for preserving investments during volatile markets and providing our clients with capital preservation, inflation protection, and steady ongoing income. With that being said, we cannot build family legacies without a tailored, comprehensive financial plan and solutions to go along with the plan. It is imperative that you understand, the last thing we will discuss is transferring your money to us. In fact, unless there are extenuating circumstances present that warrant an expedited process, such as legal issues with your past advisor or an imminent market crash, we meet with every client at least three times, prior to signing any paperwork. It is also crucial to note that we are not an insurance company, we do not peddle annuities to our clients, and as a fee-only firm, we legally cannot accept commissions of any kind.



Qualifications FirmCRD# 104510

Compensation/Fee Fee Based Only - No Commissions, Based on Assets, Commissions, Flat Fee


Office Location 1 Easton Oval,
Suite 340,
Columbus,
OH 
43219
Phone Number (888) 7526742

Formal Education: Bachelor of Science in Business Administration — Finance, Cedarville University Business Background: Drew Lehman has been an investment advisor for nine years, and has been with Edelman Financial Services since 2016. Employment History: 2016–Present: Associate Director of Financial Planning for Edelman Financial Services. Provides financial advice to clients. 2015–2016: Associate Financial Advisor at Hamilton Capital Management. Provided financial advice to clients. 2012–2015: Client Service Associate at Edelman Financial Services. Supported financial advisors and provided client services. 2011–2012: Relationship Manager at KeyBank. Maintained and expanded client relationships. 2010–2011: Personal Banker at JPMorgan Chase. Provided recommendations to clients. Professional Designation(s): CERTIFIED FINANCIAL PLANNER™

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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