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.

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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) 581-8654
Chris Wright,
Center for Wealth Management
4355 Ferguson Dr, Suite 200,
Cincinnati, OH  45245
(513) 407-5430ext102
Michael Kelley, CFP®, CLU®,
Kelley Financial Planning
600 Superior Ave. East,
Cleveland, OH  44114
(330) 990-8895
Thomas Rogers,
Structured Wealth Management
6711 Monroe Street,
Sylvania, OH  43560
(419) 517-1227
Tom Neess,
Independent Financial Resources, LLC
8118 Corporate Way, Ste. 165,
Mason, OH  45040
(513) 701-1099
Thomas S Zickau,
Zickau & McCormick, LLC
5650 Blazer Pkwy St.100,
Dublin, OH  43017
(614) 734-8350
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
Lisa Hay, CPA, CFP®, AIF®, RICP®,
Cornerstone Capital Advisors
1640 Corporate Woods Circle,
Uniontown, OH  44685
(330) 896-6250
Ryan Sullivan,
Financial Engines Advisors, LLC
36040 Detroit Road,
Avon, OH  44011

6327 Wilson Mills Road,
Highland Heights, OH  44143
(440) 934-6565

(440) 919-2000
John Hubbard,
Financial Engines Advisors, LLC
3900 Medina Rd.,
Akron, OH  44333
(330) 576-6150
Doug Corp,
Financial Engines Advisors, LLC
1449 Boardman-Canfield Rd Suite 170,
Youngstown, OH  44512
(330) 726-3100
Justin Kattau,
Financial Engines Advisors, LLC
10100 Innovation Drive,
Dayton, OH  45342
(937) 431-1925
Maria Santiago,
Financial Engines Advisors, LLC
Summit Woods I Building,
Cincinnati, OH  45241
(513) 985-0100
Riley Larimore,
Financial Engines Advisors, LLC
5080 Tuttle Crossing Blvd,
Dublin, OH  43016
(614) 717-0707
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 Services, LLC
1 Easton Oval,
Columbus, OH  43219
(888) 752-6742
Don Meeker,
Financial Engines Advisors, LLC
475 W Dussel Drive,
Maumee, OH  43537
(419) 897-2222

Information on Qualified Financial Advisors in Ohio

Mills Financial Planning,Inc.


About Mills Financial Planning,Inc.

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

Qualifications CRD#: 2071799
FirmCRD#: ---
Series 6, 7, 63

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


Office Location 545 Metro Place South,
Dublin,OH  43017

Phone Number (614)5818654




Center for Wealth Management


About Center for Wealth Management

Chris Wright 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#: 4263057
FirmCRD#: ---
Series 7, 63

Compensation/Fees 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




Kelley Financial Planning


About Kelley Financial Planning

Michael Kelley, CFP®, CLU® Kelley Financial Planning is a fee-only financial planning practice. Founded

Qualifications CRD#: 6146459
FirmCRD#: ---
Series 7, 24, 63, 65

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


Office Location 600 Superior Ave. East,
Cleveland,OH  44114

Phone Number (330)9908895





Structured Wealth Management


About Structured Wealth Management

Thomas Rogers 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#: 3251381
FirmCRD#: ---
Series 7, 63

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


Office Location 6711 Monroe Street,
Sylvania,OH  43560

Phone Number (419)5171227




Independent Financial Resources, LLC


About Independent Financial Resources, LLC

Tom Neess 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#: 1579248
FirmCRD#: ---
Series 7, 8, 63, 65

Compensation/Fees 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




Zickau & McCormick, LLC

Tom Zickau wants to live in a world where people feel secure, Get the lifestyle they deserve and are able to wake up every day worry-free.

With Toms vast knowledge and experience with retirement planning, he is able to address issues that can be overlooked by other advisors. His goal is to save his clients thousands of dollars and to help them avoid surprises that can shatter a comfortable retirement.

You will discover as an experienced, full-service/comprehensive financial planner that we are one of only a handful of planners in the country with access to utilize the Full Checklist software and reports.

The Full Checklist report (www.fullchecklist.org) is designed to help you undercover legal, governmental and personal savings, benefits and documents that are available to you while helping ensure that you have the added peace of mind knowing all the pieces of your personal plan are there and working properly when you need/want them.

During his nearly 20 year tenure, his uncompromising integrity and no excuses attitude has made him both friends and enemies. Friends with those who believe the simple truth that the client comes first and enemies with those in the financial industry that instead put themselves first.

When Tom isn't out slaying dragons, he resides in Columbus, Ohio with his wife and two daughters where he enjoys the grand adventure of raising twins, spending time with family & friends, volunteer work with children and animals, exploring the oceans as a diver and anything outdoors.

Qualifications CRD#: 2760534
FirmCRD#: 137658
Series 65

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


Office Location 5650 Blazer Pkwy St.100,
Dublin,OH  43017

Phone Number (614)7348350


About Zickau & McCormick, LLC

Thomas S Zickau You're looking for answers, but you're smart enough to know that there's not a one size fits all. You're not looking for a big company to tell you what to do, you're looking for a partner that will work side by side with you...not hiding the bad and just promoting the good, but giving you the whole story. If that's you, then that's me.

I'm Tom Zickau, managing partner @ Zickau & McCormick and thank you for taking a minute to get acquainted with me here on Wiseradvisor. We are an independent financial planning firm that takes a holistic approach to the client's retirement, investment and strategic income planning needs. Originally founded in 1996, we are a local firm with a national reach.

So, if you're asking questions like these...

Want to know if the plan you have in place will give you true peace of mind heading into your retirement or if your peace of mind will continue throughout your later years?

How much will your lifestyle change when we experience another downturn like 08'-09'?

Are the costs you are paying for guidance is in line with what you are receiving?

Then get in touch. Allow me to prove what value I can give you & bring to the table long before you ever decide if you want to work with me. There's no catch, no cost & no obligation.




Rosselot Financial Group, Inc

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.

Qualifications CRD#: 4758268
FirmCRD#: 12984
Series 7, 66

Compensation/Fees 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


About Rosselot Financial Group, Inc

Ryan F. Antepenko AIF® 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.





Russell Total Wealth Management

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.

Qualifications CRD#: 4667804
FirmCRD#: ---
Series 66

Compensation/Fees 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


About Russell Total Wealth Management

Rob Russell 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.




American Heritage Financial Advisors,LLC

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.

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

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


Office Location 8227 Brecksville Rd,
Brecksville,OH  44141

Phone Number (440)5467550


About American Heritage Financial Advisors,LLC

Marco Mazzone 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.




Cornerstone Capital Advisors

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.

Qualifications CRD#: 6277358
FirmCRD#: ---
Series 65

Compensation/Fees 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


About Cornerstone Capital Advisors

Lisa Hay, CPA, CFP®, AIF®, RICP® 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.





Financial Engines Advisors, LLC

Joined 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.ng, hiking, and swimming with his family.

Qualifications CRD#: 4527972
FirmCRD#: 104510
Series 7, 66

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


Office Location 36040 Detroit Road,
Avon,OH  44011


6327 Wilson Mills Road,
Highland Heights,OH  44143

Phone Number (440)9346565

(440)9192000


About Financial Engines Advisors, LLC

Ryan Sullivan Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).




Financial Engines Advisors, LLC

Joined 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.

Qualifications CRD#: 5556049
FirmCRD#: 104510
Series 7, 66

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


Office Location 3900 Medina Rd.,
Akron,OH  44333

Phone Number (330)576-6150


About Financial Engines Advisors, LLC

John Hubbard Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).




Financial Engines Advisors, LLC

Joined 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.

Qualifications CRD#: 5739556
FirmCRD#: 104510
Series 7, 65

Compensation/Fees I am a Fee-Based financial professional


Office Location 1449 Boardman-Canfield Rd Suite 170,
Youngstown,OH  44512

Phone Number (330)726-3100


About Financial Engines Advisors, LLC

Doug Corp Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).




Financial Engines Advisors, LLC

Joined 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.

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

Compensation/Fees I am a Fee-Based financial professional


Office Location 10100 Innovation Drive,
Dayton,OH  45342

Phone Number (937)4311925


About Financial Engines Advisors, LLC

Justin Kattau Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).





Financial Engines Advisors, LLC

Joined 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.

Qualifications CRD#: 5967144
FirmCRD#: 104510
Series 65

Compensation/Fees I am a Fee-Based financial professional


Office Location Summit Woods I Building,
Cincinnati,OH  45241

Phone Number (513)9850100


About Financial Engines Advisors, LLC

Maria Santiago Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).




Financial Engines Advisors, LLC

Joined Financial Engines in 2008. Began his career in the financial services industry in 2008.
Successfully completed the Series 65 examination(s) administered by FINRA.
Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s) and the Accredited Asset Management SpecialistSM (AAMS®), and Accredited Wealth Management AdvisorSM (AWMA®) designation(s).
Bachelor's degree in Risk Management from Ball State University.
Hometown is Merrillville, IN.
Riley enjoys pending time with friends and family, running, swimming, and cycling.

Qualifications CRD#: 5521279
FirmCRD#: 104510
Series 65

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


Office Location 5080 Tuttle Crossing Blvd,
Dublin,OH  43016

Phone Number (614)717-0707


About Financial Engines Advisors, LLC

Riley Larimore Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).




Auxin Group Wealth Management

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.

Qualifications CRD#: 5586452, 4957197
FirmCRD#: ---
Series 7, 66

Compensation/Fees 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


About Auxin Group Wealth Management

Matt Burnham 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.




Libertas Wealth Management Group, Inc.

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."​

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

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


Office Location 5003 Horizons Drive,
Columbus,OH  43220

Phone Number (614)5431350


About Libertas Wealth Management Group, Inc.

Adam Koos 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.





Edelman Financial Services, LLC

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™

Qualifications CRD#: ---
FirmCRD#: 113299
Series: ---

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


Office Location 1 Easton Oval,
Columbus,OH  43219

Phone Number (888)7526742


About Edelman Financial Services, LLC

Drew Lehman Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms1 with 164 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 36,000 individuals and families, and manages more than $21 billion in assets.2 The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,3 and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.




Financial Engines Advisors, LLC

"Joined 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."

Qualifications CRD#: 5079253
FirmCRD#: 104510
Series 65

Compensation/Fees I am a Fee-Based financial professional


Office Location 475 W Dussel Drive,
Maumee,OH  43537

Phone Number (419)8972222


About Financial Engines Advisors, LLC

Don Meeker Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).




List of Additional Financial Advisors in Ohio
Winston Investment Management, Inc. Milford, OH
Garlikov Advisors Inc Columbus, OH
GAA, Inc. at First National Bank in New Bremen New Bremen, OH
LPL Financial Services Whitehall, OH
Merrill Lynch Dublin, OH
Ancora Advisors Llc Beachwood, OH
Crew Capital Management, Ltd. Cincinnati, OH
Gries Financial Llc Cleveland, OH
VisionKey Financial Group Powell, OH
Western Southern Finacial Grove City, OH
Western Southern Financial Grove City, OH
Winfield Associates Inc Cleveland, OH
Willms Financial Network Dublin, OH
Anderson Financial Strategies, LLC Dayton, OH
Personal Choice Financial Advisors, LLC Cincinnati, OH

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