Business List: Financial Planner in Dayton, OH, USA

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Hanvanich Financial LLC 2555 S Dixie Dr #202, Kettering, OH 45409
93747xxxx7 han******@h*****************.com 1.01
Schock & Poores CPAs 8555 N Dixie Dr, Dayton, OH 45414
93727xxxx9 amc******@s***********.com 5 3
Capital Portfolio Advisors Inc. 67 Rhoads Center Dr, Dayton, OH 45458
93729xxxx1 den***@c*************.com 59 14 62
Edward Jones-Financial Advisor: Casey Wyckoff 2261 Miamisburg Centerville Rd Dayton, OH 45459
93743xxxx8 acc**********@e**********.com 86429 97000
Carl Whitener - Raymond James 50 Chestnut St #200, Beavercreek, OH 45440 93743xxxx0 3.02
Edward Jones - Financial Advisor: Sean C Pierce 70 Birch Aly Ste 242 Beavercreek, OH 45440
93742xxxx3 a.j*********@e**********.com 86429 97000
V I P Financial Planning Services 1005 Hamilton Lebanon Rd E Monroe, OH 45050 51353xxxx8
Lifeplan Financial Group Discovery Pl Discovery Place - Austin Miamisburg, OH 45342
93743xxxx0
M.K. Brown Wealth Advisory 580 Lincoln Park Blvd Ste 333, Dayton, OH 45429
93729xxxx4 aar**********@r***********.com 17425 18000
Edward Jones - Financial Advisor: Ben Lee 133 W Franklin St, Bellbrook, Oh 45305
93784xxxx6 a.j*********@e**********.com 86421 97000
Kurt Mueller, Washington National Agent Serving theDayton Area 91399xxxx2
Buckingham Financial Group 6856 Loop Rd, Dayton, OH 45459
93743xxxx2 cis****@b******************.com
Zent J R & Assocs 7003 Corporate Way, Dayton, OH 45459
93743xxxx5 joh*@j*****.com 109
First Command Financial Advisor - Woody Tegtmeier 4027 Colonel Glenn Hwy Suite 400, Beavercreek, OH 45431
93750xxxx0 arb*****@f***********.com 5 3 7136 261
Edward Jones - Financial Advisor: Scott Oda 101 Public Sq Troy, OH 45373
93733xxxx3 a.j*********@e**********.com 86428 97000
Reyna Capital Corporation 1 Reynolds Way, Beavercreek, OH 45430 93748xxxx5 5.01
Fellers Financial Concepts 123 Riverside Dr, Dayton, OH 45405
93727xxxx0 3.4
Financial Plan Advisors Springboro, OH 45066
93774xxxx6 dfr*****@k****.com
Swanson Financial Group 20 S 3rd St Ste 210 Columbus, OH 43215
61457xxxx2 fin***************@s***********.com
Childress & Associates - Ameriprise Financial Services 60 Rhoads Center Dr Ste C, Centerville, OH 45458
93724xxxx5 chr***************@a***.com 6 6
Belmont Business Consultants & Tax Services 2718 Wayne Ave Suite 200, Dayton, OH 45420
93725xxxx7 4.6 11
Confident Trust Financial Group 70 Birch Aly Ste 240, Beavercreek, OH 45440
93730xxxx5 sra*************@i***.com
Edward Jones - Financial Advisor: David K Uslan 5828 Wilmington Pike Dayton, OH 45459
93772xxxx4 a.j*********@e**********.com 86429 97000
Mark Burton - Financial Advisor, Ameriprise Financial Services 10100 Innovation Dr Ste 350, Miamisburg, OH 45342
93743xxxx3 dns*****@a***.com
Edward Jones - Financial Advisor: Forst Elliott 3033 Kettering Blvd Ste 300, Moraine, OH 45439
93796xxxx4 a.j*********@e**********.com
Stuckey & Troutwine CPA’s 49 E College Ave Ste 100 Springfield, OH 45504
93762xxxx0 dst*****@s***************.com 5 5
David Lowe - Financial Advisor, Ameriprise Financial Services 3045 Newmark Dr, Miamisburg, OH 45342
93724xxxx6 ala************@a***.com
Edward Jones - Financial Advisor: Drew R Mantel 1200 E 2nd St Ste C Franklin, OH 45005
93774xxxx5 a.j*********@e**********.com 86429 97000
Edward Jones - Financial Advisor: Rob Fortman II 3979 D, Indian Ripple Rd, Beavercreek, OH 45440
93742xxxx0 a.j*********@e**********.com 5 3 83124
Edward Jones - Financial Advisor: Steve Wray 255A W Central Ave Springboro, OH 45066
93774xxxx4 a.j*********@e**********.com 3 86429 97000
Terry Powers - Thrivent Beavercreek Greene Town Center 70 Birch Alley Suite 240, Beavercreek, OH 45440
93766xxxx4 ann************@t*******.com
Horan 7475 Paragon Rd Dayton, OH 45459
93761xxxx0 amy*@h*********.com
Edward Jones - Financial Advisor: John R Cox 211 Kenbrook Dr Ste 6 Vandalia, OH 45377
93789xxxx3 a.j*********@e**********.com 4.3 3 86429 97000
Key Private Bank 10 W 2nd St Fl 27, Dayton, OH 45402 88853xxxx2
Riegel Financial Group 313 E Stroop Rd, Dayton, OH 45429
93729xxxx0 doe*@r**************.com 688 4 731
Edward Jones - Financial Advisor: Martin L Bartik 561 W Second St Xenia, OH 45385
93737xxxx6 a.j*********@e**********.com 86429 97000
Edward Jones - Financial Advisor: Josh Taylor 207 E Stroop Rd Kettering, OH 45429
93729xxxx2 acc**********@e**********.com 61 4 62
Life Plan Financial Group 10050 Innovation Ct, Dayton, OH 45414 93743xxxx0
Churchill Management Group - Beavercreek 70 Birch Alley suite 240, Beavercreek, OH 45440
61751xxxx6 ach*@c******************.com 5.01
Charles Schwab 9668 Springboro Pike, Miamisburg, OH 45342
93729xxxx5 dav*******@s*****.com 3 5
Bedinghaus Wealth Planning 990 Belvedere Dr Ste B Lebanon, OH 45036
51393xxxx9 aar************@r***********.com
Morgan Stanley Smith Barney 110 N Main St #1100, Dayton, OH 45402
93722xxxx1 aal*******@m************.com 5 1 61 109536 2953 124380
James Stefanoff - Financial Advisor, Ameriprise Financial Services, LLC 8801 N Main St Ste 101, Dayton, OH 45415
93724xxxx4 dns*****@a***.com 5.04
Harlan Miller & Associates 259 Regency Ridge Dr, Dayton, OH 45459
93743xxxx0 jan*@h***********.com 4.9
The Four Points Group - Morgan Stanley 7777 Washington Village Dr Ste 100, Dayton, OH 45459
93731xxxx5 int**********@m************.com 4.3
Kevin Larger - Thrivent 69 N Dixie Dr Ste G, Vandalia, OH 45377
93757xxxx2 adm**@d***********.com
Edward Jones - Financial Advisor: JC Collins 510 West Main St Fairborn, OH 45324
93787xxxx9 a.j*********@e**********.com 86429 97000
U.S. Bancorp Investments - Financial Advisors: Casey Shaw 3245 Dayton Xenia Rd, Beavercreek, OH 45434
93730xxxx8 ale************@u*****.com 345083 4865 347000
Darrin Polomsky - Financial Advisor, Ameriprise Financial Services, LLC 7501 Paragon Rd Ste 204, Dayton, OH 45459
93729xxxx5 dns*****@a***.com 5 3
Frances Milano - Private Wealth Advisor, Ameriprise Financial Services, LLC 67 Marydale Dr ste a, Beavercreek, OH 45440
93743xxxx4 car***********@a***.com
First Command Financial Advisor - Ashley Denemark 51 Plum St Ste 260, Beavercreek, OH 45440
93742xxxx0 abe***@f***********.com 5 2 39
Philip M. Schrager & Associates - Ameriprise Financial Services 3045 Newmark Dr, Miamisburg, OH 45342
93731xxxx4 amy********@a***.com
Edward Jones - Financial Advisor: Jan Runkle 10 S Main St Miamisburg, OH 45342
93785xxxx5 a.j*********@e**********.com 4 4 5 1 86429 97000
Kiplinger Wealth Advisors 325 N Main St Ste 202 Springboro, OH 45066
93788xxxx2 bra*@k********.com
Edward Jones - Financial Advisor: Rusty Surber III 49 S Dorset Rd Troy, OH 45373
93744xxxx1 a.j*********@e**********.com 4.8 4 330 330
Raymond James 7755 Paragon Rd Ste 107, Dayton, OH 45459
93743xxxx8
Edward Jones - Financial Advisor: Greg Rhodes 5828 Wilmington Pike Dayton, OH 45459
93772xxxx4 a.j*********@e**********.com 86429 97000
Edward Jones - Financial Advisor: Jim Wasinger 1752 N Limestone St Springfield, OH 45503
93739xxxx6 a.j*********@e**********.com 9
Fifth Third Securities - Gary Countryman 2601 Far Hills Ave, Dayton, OH 45419
93729xxxx7 ang********@5*.com 5.01
Sam Rinehart - Ameriprise Financial Advisor 3131 Newmark Dr Miamisburg, OH 45342
93743xxxx3 amy***********@a***.com
Edward Jones - Financial Advisor: Jeff Boland 705 W National Rd Englewood, OH 45322
93783xxxx3 a.j*********@e**********.com 86429 97000
HURST & ASSOCIATES - Ameriprise Financial Services 10100 Innovation Dr Ste 350, Miamisburg, OH 45342
93729xxxx0 apr************@a***.com 60
The Keystone - Miami Valley Group - Morgan Stanley 4380 Buckeye Ln Suite 200, Beavercreek, OH 45440
93743xxxx5 acm***********@m************.com
Edward Jones - Financial Advisor: Sarah L Selke 156 S Progress Dr Ste A Xenia, OH 45385
93737xxxx5 a.j*********@e**********.com 86429 97000
Heick Hester & Associates 4404 Buckeye Ln # 240, Beavercreek, OH 45440
dns*****@a***.com
David Criner - Raymond James The Greene, 50 Chestnut St Suite 200, Beavercreek, OH 45440
93743xxxx0 3 2
Steven Fischer - Financial Advisor, Ameriprise Financial Services 7501 Paragon Rd Ste 204, Dayton, OH 45459
93755xxxx2 dns*****@a***.com
Heick Hester & Associates Ameriprise Inc 1530 Needmore Rd Ste 100, Dayton, OH 45414 93727xxxx0
Edward Jones - Financial Advisor: Matt DiFilippo 2149 N Fairfield Rd Ste C, Beavercreek, OH 45431
93742xxxx4 a.j*********@e**********.com 86429 97000
Next Steps Financial Planning 42 E Rahn Rd, Dayton, OH 45429 93736xxxx6
Thrivent Financial-Lutherans 7925 Paragon Rd # 100, Dayton, OH 45459
93742xxxx8 a.v@t*******.com
Gianola Financial Planning 1115 N Limestone St Springfield, OH 45503
93752xxxx2 inf*@g***************.com 28
Edward Jones - Financial Advisor: Craig L Bjorklund 4027 Colonel Glenn Hwy Ste 405 Beavercreek Township, OH 45431
93742xxxx5 acc**********@e**********.com 86429 97000
Edward Jones - Financial Advisor: David O Trimmer 212 S Main St New Carlisle, OH 45344
93784xxxx2 a.j*********@e**********.com 121 125
Stephen T Hester - Private Wealth Advisor, Ameriprise Financial Services, LLC 7887 Washington Village Dr STE 200, Dayton, OH 45459
93745xxxx0 dns*****@a***.com 5.01
Anderson Financial Strategies, LLC Stratacache Tower, 2500, 40 N Main St #2500, Dayton, OH 45423
85523xxxx5 ale*@a**************************.com 5 10 162 5
All Faith Financial Services 5045 N Main St Ste 320a Dayton, OH 45415
93727xxxx1 chr**@w******.co 5 1
Brady Ware 3601 Rigby Rd Ste 400 Miamisburg, OH 45342
93722xxxx7 a.c******@b********.com
Outlook Financial Center 305 Public Sq SE FI 2 Ste 4 Troy, OH 45373
93755xxxx0 bxx*****@o********.com
Vantage Point Financial Services 329 Regency Ridge Dr, Centerville, OH 45459
93743xxxx1 ada******@v******************.com
Edward Jones - Financial Advisor: David Trimmer, CFP®|AAMS™ 2008 Commerce Center Blvd, Fairborn, OH 45324
93731xxxx8 a.j*********@e**********.com 5 123
SS + D Financial 1900 Kettering Tower Dayton, OH 45423
93722xxxx5 inf*@s***********.com
Jessup Wealth Management 35 Park Ave, Dayton, OH 45419
93793xxxx5 aar**@j*********************.com 4.3 4 1731 1700
Stevens Investment Group, Inc. 7989 Washington Woods Dr, Dayton, OH 45459
51375xxxx6 inf*@c********.com 4.5 8 141 149
Ameriprise Financial Advisors 6730 Roosevelt Ave Ste 305 Franklin, OH 45005 80085xxxx0
Edward Jones - Financial Advisor: Jerry M Buchheit 612 N University Blvd Middletown, OH 45042
51342xxxx0 acc**********@e**********.com 5 2 86428 97000
Cassondra L Salazar - Financial Advisor, Ameriprise Financial Services 2835 Miami Village Dr Ste 101, Miamisburg, OH 45342
93731xxxx2 dns*****@a***.com
Edward Jones - Financial Advisor: Katie Mitakides 4027 Colonel Glenn Hwy Ste 405 Beavercreek, OH 45431
93742xxxx5 acc**********@e**********.com 155 2 158
David Austria - Financial Advisor, Ameriprise Financial Services, LLC 67 Marydale Dr ste a, Beavercreek, OH 45440
93743xxxx4 dav**********@a***.com 4.4
First Command 51 Plum St Ste 260, Beavercreek, OH 45440
93742xxxx0 abe***@f***********.com 7279 200 7500
PNC Private Bank 312 N Patterson Blvd, Dayton, OH 45402
93722xxxx4 aar******@p**.com
Calland and Campbell Insurance 5000 Urbana Rd Ste 100 Springfield, OH 45502
93791xxxx1 dgw******@w******************.com
Edward Jones - Financial Advisor: Greg Rhodes 6052 Wilmington Pike Dayton, OH 45459
93784xxxx0 a.j*********@e**********.com 86429 97000
Edward Jones - Financial Advisor: Rob Bedinghaus 101 Dave Ave Ste A Lebanon, OH 45036
51393xxxx6 acc**********@e**********.com 86461 97000
Russell Total Wealth and Wellness One Russell Pl, Dayton, OH 45409
93732xxxx3 and**@t****************.com 5 13
Edward Jones - Financial Advisor: Sean C Pierce 2418 Far Hills Ave, Oakwood, OH 45419
93764xxxx0 a.j*********@e**********.com 86219 96000
Jerry Butts, Financial Advisor 2430 Dayton Xenia Rd Ste A-1 Beavercreek, OH 45434
93742xxxx5 jbu***@3***********.com
Divine Wealth Principles LLC 3045 Rodenbeck Dr Suite 3A, Beavercreek, OH 45432 93731xxxx9 4.4 8
Ambassador Senior Advisors, Dayton OH 4489 Far Hills Ave, Kettering, OH 45429
93785xxxx9 je**@s******************.com 5 2 13 21
Tyler D Clark - Financial Advisor, Ameriprise Financial Services, LLC 10100 Innovation Drive Ste 350, Miamisburg, OH 45342
93729xxxx0 dns*****@a***.com
Gudorf Financial Group, LLC 8145 N Main St, Dayton, OH 45415
93789xxxx0 adm**@g**************.com 5 4
5 4
Travis 110 N Main St #1600, Dayton, OH 45402 93742xxxx0
Lifetime Financial Growth, LLC 3900 Indian Ripple Rd, Beavercreek, OH 45440
51357xxxx5 aab**********@l**********************.com 5.03
Harrison Financial Group 2094 S Alex Rd, Dayton, OH 45449
93786xxxx7 aar************@r***********.com
Edward Jones - Financial Advisor: Alexis Hill 580 W Main St New Lebanon, OH 45345
93768xxxx9 acc**********@e**********.com 10 86429 97000
Edward Jones - Financial Advisor: David J Garel 2418 Far Hills Ave Oakwood, OH 45419
93764xxxx0 acc**********@e**********.com 75
Edward Jones - Financial Advisor: Sarah A Holsinger 20 W Main St Springfield, OH 45502
93732xxxx1 a.j*********@e**********.com 86428 97000
Joseph Eck, CFP® at Stage Ready Financial Planning
93720xxxx4 inq******@s***********.com 5 1 71
Guardian Financial Group 7333 Paragon Rd Ste 210 Centerville, OH 45459
93720xxxx5 kel**@g*******************.com 3.7 3
Petra Wealth Partners - Ameriprise Financial Services 3045 Newmark Dr, Miamisburg, OH 45342
93785xxxx0 dns*****@a***.com 132
Carillon Advisors 75 Harbert Dr, Beavercreek, OH 45440
93720xxxx0 bi**@c***************.com 5 1
Eagle Financial Partners 2689 Commons Blvd Suite 30, Beavercreek, OH 45431
93742xxxx2 way***@e*********************.net 5.02
Edward Jones - Financial Advisor: Mike Reed 36 N Detroit St Ste 100 Xenia, OH 45385
93737xxxx9 a.j*********@e**********.com 31
Ameriprise Financial 4404 Buckeye Ln Ste 240, Beavercreek, OH 45440
93745xxxx0 dns*****@a***.com
Alban Investment Management LLC 2299 Vale Dr, Dayton, OH 45420
93729xxxx8 rca****@a***********.com 5.01
Demosthenous, George, AGT 10050 Innovation Dr, Miamisburg, OH 45342
93743xxxx3 ame******************@a***.com 132796 134000
Petra Financial Solutions Inc 3055 Kettering Blvd Ste 219B, Moraine, OH 45439
93729xxxx0 ann*@p**********************.com
Fellers Financial Concepts 123 Riverside Dr Ste 106 &, Dayton, OH 45405
93727xxxx0 dat*****************@i****.de
EHMLI Investment Advisors, LLC 7026 Corporate Way Suite 111, Dayton, OH 45459 93731xxxx9 5.01
Edward Jones - Financial Advisor: Brad Thorp 70 Washington W Dr Dayton, OH 45458
93731xxxx1 acc**********@e**********.com 104
Fifth Third Private Bank - Allison Szkody 1 S Main St, Dayton, OH 45402 93722xxxx7
Harry Williamson - Raymond James 50 Chestnut St, Beavercreek, OH 45440
93743xxxx0 har*************@r***********.com
Fifth Third Private Bank 1 S Main St, Dayton, OH 45402
86648xxxx7 aar**************@5*.com
Seniors Financial Services 2655 Commons Blvd, Beavercreek, OH 45431
93742xxxx6 amy@s***********.com 5.02
Edward Jones - Financial Advisor: Forst Elliott, CRPC™ 3033 Kettering Blvd Ste 300, Dayton, OH 45439
93796xxxx4 acc**********@e**********.com 86421 97000
Ambassador Senior Advisors, Dayton OH
93721xxxx4 tim@a***********************.com
Nenni & Company Cpas 1064 N University Blvd Middletown, OH 45042
51342xxxx9 bea*****@n****.com 3 2 4.4 11 512 15 493
Edward Jones - Financial Advisor: Ryan Beach 1202 N Monroe Dr Xenia, OH 45385
93737xxxx7 acc**********@e**********.com 86429 97000
Meyer Gates Financial Advisors, Inc. 40 N Main St, Dayton, OH 45423
93722xxxx5 cer******@m*********.com
Lindstrom, Tom, AGT 10050 Innovation Dr, Miamisburg, OH 45342
93743xxxx3 ame******************@a***.com 132796 134000
Fidelity Investments 4389 Walnut St, Dayton, OH 45440
80054xxxx5 aar******@f*******.com 3.4 25 315550
Bo Brown - Raymond James 580 Lincoln Park Blvd Suite 333, Kettering, OH 45429
93729xxxx4 eli************@r***********.com 113
First Command Financial Advisor - Lucas Draper 51 Plum St Ste 260, Beavercreek, OH 45440
93742xxxx0 ban*****@f***********.com 5.01 7136 261
401 Advisor 203 W Franklin St, Dayton, OH 45459
93743xxxx7 bi**@4*********.com 5 219
Harrison Wealth Management Group, Ltd.-Raymond James 1700 Lyons Rd Suite D, Dayton, OH 45458
93786xxxx7 aar************@r***********.com 5 3 17425 18000
Brent Dube - Financial Advisor, Ameriprise Financial Services, LLC 4404 Buckeye Ln # 240, Beavercreek, OH 45440
93745xxxx0 ale************@a***.com 5 123
Covenant Planning 1800 Lyons Rd, Dayton, OH 45458
93749xxxx0 bil******@c***************.com 5 2 12
First Command Financial Advisor - Mike Amstutz 4027 Colonel Glenn Hwy Ste 400, Beavercreek Township, OH 45431
93750xxxx0 abe***@f***********.com 7279 200 7500
Pinnacle Financial Associates 1195 Meadow Bridge Dr, Dayton, OH 45434
93742xxxx2 wol*******************@n**********.com 3.425
Christopher House - Raymond James 1700 Lyons Rd Suite D, Dayton, OH 45458
93786xxxx7 aar**********@r***********.com 3.7 17427 18000
Rodriguez Financial Strategies, LLC 4031 Colonel Glenn Hwy #107, Beavercreek, OH 45431
93742xxxx2 jas**@a******.com 5 2
Brush Insurance 7041 Corporate Way Dayton, OH 45459
93743xxxx5 bob@b*************.com 4.9 49 5 15 206
McKinley Carter Wealth Services 10050 Innovation Drive #140, Miamisburg, OH 45342
93743xxxx0 inf*@m****.com 671 710
Skylight Financial Group – Dayton 1050 S Main St 1st floor suite 1, Dayton, OH 45409
93754xxxx5 acf*@s*********************.com 5.01 2842 1897 2800
Jeff Reis - Financial Advisor, Ameriprise Financial Services 10100 Innovation Dr Ste 350, Miamisburg, OH 45342
93740xxxx9 dns*****@a***.com
Chase Bank 6130 Chambersburg Rd Huber Heights, OH 45424
93744xxxx0 bri************@c****.com 3.2 47 2.6 5 939322 5762 37
Edward Jones - Financial Advisor: Denny Cottle 9685 Dayton Lebanon Pike Dayton, OH 45458
93788xxxx0 a.j*********@e**********.com 51 86
Dave Wilkins - Financial Advisor, Ameriprise Financial Services 10100 Innovation Dr Ste 350, Miamisburg, OH 45342
93729xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Michael Phebus 46 N Broadway St Lebanon, OH 45036
51393xxxx7 acc**********@e**********.com 86461 97000
Edward Jones - Financial Advisor: Chris George 1533 Moorefield Rd Springfield, OH 45503
93734xxxx3 a.j*********@e**********.com 61
Fifth Third Preferred - Benjamin Miller 2601 Far Hills Ave, Dayton, OH 45419 93740xxxx8
Fifth Third Preferred - Jenna McGillivary 1032 Patterson Rd, Dayton, OH 45420
93786xxxx8 ang********@5*.com 221321 3393 223000
Wells Fargo Advisors 40 N Main St #2510, Dayton, OH 45423
93722xxxx1 a-p*************@w*****************.com 3.4 5 189274
Ameriprise Financial Services Inc 67 Marydale Dr, Beavercreek, OH 45440
93743xxxx4 dns*****@a***.com
Lothamer Tax Resolution 118 W First St Suite 312, Dayton, OH 45402
93791xxxx1 alo******@l*******.com 4.9 9
Comprehensive Planning Group 2305 Far Hills Ave # 205, Dayton, OH 45419
93743xxxx8 bha***@c***********.com 5.02 20
Schear Financial Services 100 E 3rd St, Dayton, OH 45402 93722xxxx0 1 3
Financial Growth Network 7017 Corporate Way, Dayton, OH 45459 93743xxxx2
A to Z Retirement Planners 11427 Reed Hartman Hwy Blue Ash, OH 45241
51331xxxx8
Safe Harbor Retirement Group - Dayton 4031 Colonel Glenn Hwy Suite 122, Beavercreek, OH 45431
93742xxxx9 con****@s***********.com 1470 7
Edward Jones - Financial Advisor: Dick Ewing 100 Nutrition Way Brookville, OH 45309
93783xxxx0 a.j*********@e**********.com 86429 97000
First Command Financial Advisor - Brad Cleeton 51 Plum St Ste 260, Beavercreek, OH 45440
93742xxxx0 ban*****@f***********.com 5 7136 261
Edward Jones - Financial Advisor: Andrew C Randall 2418 Far Hills Ave, Oakwood, OH 45419 93764xxxx0
Roth & Company- Englewood 215 W National Rd Englewood, OH 45322
93783xxxx4 inf*@r***********.com
Ubs Financial Services 34 N Main St, Dayton, OH 45402
93722xxxx7 aar*******@u**.com 229325 241000
Todd G Lucius - Financial Advisor, Ameriprise Financial Services 10100 Innovation Dr Ste 350, Miamisburg, OH 45342
93729xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Jim Jeffries III 223 S Garber Dr Tipp City, OH 45371
93766xxxx5 a.j*********@e**********.com 86429 97000
Kevin Bressler - Ameriprise Financial Advisor 3131 Newmark Dr Ste 247 Miamisburg, OH 45342
93731xxxx8 dns*****@a***.com
Smith, Moses and Company 2149 N Fairfield Rd Ste B, Beavercreek, OH 45431
93743xxxx0 cwe******@f*********.com 215
Financial Wellness Advantage 205 Sugar Camp Cir, Dayton, OH 45409 93741xxxx2 4.3
Money Concepts 828 Cherry Hill Ln Lebanon, OH 45036
51329xxxx7 inf*@m************.com
Freeman Groves Insurance And Financial Services 2840 S Co Rd 25-A Troy, OH 45373
93733xxxx7 ser****@f***************.com 4.9 153 5 4 4.9 37 544 14 528
Financial Advisors | U.S. Bancorp Investments 360 North Main St Centerville, OH 45459
93739xxxx3 ale************@u*****.com 345082 4865 347000
American Express 600 Albany St, Dayton, OH 45417
93722xxxx7 aar**@a**************.com 904126 79
Secure Future Investor Serving theDayton Area 86653xxxx2
Stuckey, John, MBA 10050 Innovation Dr, Miamisburg, OH 45342
93731xxxx5 dns*****@a***.com
Morgan Stanley 4380 Buckeye Ln, Beavercreek, OH 45440
88825xxxx4 int**********@m************.com
The Bayer Financial Group, LLC 1948 E Whipp Rd, Kettering, OH 45440
93743xxxx5 bfg@b******************.com 5 1 192 3
PLS Financial Service Inc 5650 N Dixie Dr, Dayton, OH 45414
93727xxxx0 aar**@p*****.com 3.1 246 11604 603 11000
Brian K Schultz, CLU, ChFC, REBC, RHU 5256 N Springboro Pike, Dayton, OH 45439
93727xxxx0 5.01
Ingram & Raucci 6768 Loop Rd, Dayton, OH 45459
93743xxxx9 cin****@i***************.com 5 3 4 13 297 18 285
Douglas M Farris Jr, Financial Services Professional - Farris Financial Group 2276 Forestdean Ct, Dayton, OH 45459
93724xxxx0 aal****@n**********.com 162 162
First Command Financial Advisor - Brady Hood 51 Plum St Ste 260, Beavercreek, OH 45440
93742xxxx0 abe***@f***********.com 63 72 79
ChexsystemsVictims 415 Alexander Dr, Dayton, OH 45403
93799xxxx1
Raymond James 6450 Poe Ave, Dayton, OH 45414
93728xxxx7
Hannah Davis - Financial Advisor, Ameriprise Financial Services, LLC 67 Marydale Dr ste a, Beavercreek, OH 45440
93743xxxx4 dns*****@a***.com 5.04
Artifex Financial Group 2305 Far Hills Ave #206, Dayton, OH 45419
85575xxxx4 abr******@a***************.com 293 2 298
Cummings Carrie 3602 Wilmington Pike, Dayton, OH 45429 93729xxxx3
Edward Jones - Financial Advisor: Todd A Boone 4917 Security Dr Springfield, OH 45503
93771xxxx6 a.j*********@e**********.com
Comprehensive Planning Group Serving theDayton Area
93743xxxx8 bha***@c***********.com 20
Fifth Third Private Bank - Julie Chrisman 1 S Main St, Dayton, OH 45402 93722xxxx5 5.01
Thein Financial, LLC 8535 N Dixie Dr Suite A, Dayton, OH 45414 93726xxxx0 5 7
Robert Hunsaker - Financial Advisor, Ameriprise Financial Services, LLC 67 Marydale Dr ste a, Beavercreek, OH 45440
93743xxxx4 dns*****@a***.com 5 1
Adams Wealth Management Group 7990 Clyo Rd, Dayton, OH 45459
93743xxxx0 dad***@a**********.com 5 1
The Goens Mccall Group - Morgan Stanley 4380 Buckeye Ln Ste 200, Beavercreek, OH 45440
93743xxxx2 acm***********@m************.com
Westminster Financial Securities Inc 865 S Dixie Dr, Vandalia, OH 45377
93789xxxx0 age******@w*******************.com
Edward Jones - Financial Advisor: Andrew Cole Goins 2418 Far Hills Ave Oakwood, OH 45419
93764xxxx0 a.j*********@e**********.com 86429 97000
Stephen Hester - Ameriprise Financial Advisor 1530 Needmore Rd Ste 100 Dayton, OH 45414
93727xxxx0 ale************@a***.com 239 251
Edward Jones 4129 W Town and Country Rd, Dayton, OH 45429 93729xxxx2
Edward Jones - Financial Advisor: Edward DeVault 561 W 2nd St Xenia, OH 45385
93737xxxx6 acc**********@e**********.com 86429 97000
Edward Jones - Financial Advisor: Josh Taylor, AAMS™ 207 E Stroop Rd, Kettering, OH 45429
93729xxxx2 a.j*********@e**********.com
The Allen Financial Group 405 Public Sq, Ste 235, Troy, OH 45373
93755xxxx9 zac**********@g***.com 5 6 471 10 475
Edward Jones - Financial Advisor: Justin Evans 70 Birch Alley Suite 242, Beavercreek, OH 45440
93742xxxx3 acc**********@e**********.com 3.7 3 86428 97000
Fairlead Financial Group 665 Shayna Ln, Dayton, OH 45434 93770xxxx4 dev**@f*********************.com
Huntington Private Bank 409 E Monument Ave, Dayton, OH 45402
93742xxxx6 aar***********@h*********.com 2.3 3 267374 2248 267000
Fellers Financial Concepts 5320 N Main St Ste B, Dayton, OH 45415
93727xxxx0 dat*****************@i****.de
Westfall & Brookins Financial Services 7333 Paragon Rd, Dayton, OH 45459 93786xxxx5
Edward Jones - Financial Advisor: Chris Garrity 1460 W Main St Tipp City, OH 45371
93766xxxx1 a.j*********@e**********.com 86429 97000
S J Wolfe Investments 6450 Poe Ave # 510, Dayton, OH 45414 93789xxxx3 1.01
Ubs 110 N Main St Ste 1600, Dayton, OH 45402
93722xxxx1 aar*******@u**.com
Edward Jones - Financial Advisor: James J Cox 211 Kenbrook Dr Ste 6 Vandalia, OH 45377
93789xxxx3 a.j*********@e**********.com 86429 97000
Morgan Stanley Wealth Management 7777 Washington Village Dr Ste 100, Dayton, OH 45459
93743xxxx9 and************@s**********.com
C H Dean Inc 3500 Pentagon Blvd Ste 300, Beavercreek, OH 45431 93722xxxx1
Edward Jones - Financial Advisor: Anthony M Sisson 5828 Wilmington Pike Dayton, OH 45459
93772xxxx4 acc**********@e**********.com 86429 97000
Edward Jones - Financial Advisor: David Garel 2418 Far Hills Ave, Oakwood, OH 45419
93764xxxx0 acc**********@e**********.com 3 75
McGillivary & Ippisch Wealth Advisors 2299 Miamisburg Centerville Rd, Dayton, OH 45459
93728xxxx7 5 1
Agora Investments 5 N Williams St, Dayton, OH 45402 93799xxxx9 5.03
Lion Rex ATA 818 E Franklin St Ste A Dayton, OH 45459
93743xxxx0
Edward Jones - Financial Advisor: Robert J Sells 212 S Main St New Carlisle, OH 45344
93784xxxx2 acc**********@e**********.com 802
First Command Financial Advisor - Chad Roberts 51 Plum St Ste 260, Beavercreek, OH 45440
93742xxxx0 abe***@f***********.com 7279 200 7500
Hyre Personal Wealth Advisors 111 W First St #917, Dayton, OH 45402
93722xxxx1 aba******@h*******.com 5.013 190
Edward Jones - Financial Advisor: Adam J Ireton 1001 W Main St Ste G Lebanon, OH 45036
51393xxxx7 acc**********@e**********.com 86461 97000
Lindstrom Tom 3131 Newmark Dr Ste 247, Miamisburg, OH 45342
93743xxxx3 dns*****@a***.com
John Hancock Financial Inc 314 Regency Ridge Dr, Dayton, OH 45459
93743xxxx8 dns******@m*******.com 3.7 3
Greene G A & Assoc Dayton, OH 45402 93722xxxx1
Ameriprise Financial Advisors 30 Warder St Ste 170 Springfield, OH 45504
93732xxxx7 ame****************@e*.ameriprise 132797 134000
Alban Investment Management 3313 Lenox Dr, Dayton, OH 45429
93729xxxx8 rca****@a***********.com
Edward Jones - Financial Advisor: Jordan A Peterson 316 James E Bohanan Memorial Dr Vandalia, OH 45377
93726xxxx0 acc**********@e**********.com 105 108
Fifth Third Private Bank - Michael Agricola 1 S Main St, Dayton, OH 45402 51353xxxx8 5.01
Edward Jones - Financial Advisor: Becky Skiles Gorby 2221 Olympic St Springfield, OH 45503
93734xxxx8 acc**********@e**********.com 5 2
Riegel Financial 313 E Stroop Rd, Dayton, OH 45429
93729xxxx0 doe*@r**************.com 681 4
Frances Milano - Private Wealth Advisor, Ameriprise Financial Services 67 Marydale Dr Ste A, Beavercreek, OH 45440
93743xxxx4 car***********@a***.com
Joshua Pavon - Financial Advisor, Ameriprise Financial Services 525 Windsor Park Dr, Dayton, OH 45459
93731xxxx5 dns*****@a***.com
First Command Financial Planning 4141 Colonel Glenn Hwy Dayton, OH 45431
31757xxxx3 aan******@f***********.com 7279 200 7500
Austria, Daniel, AGT 67 Marydale Dr, Beavercreek, OH 45440
93743xxxx4 dns*****@a***.com
Davenport Financial Group 267 Regency Ridge Dr, Dayton, OH 45459
93729xxxx3 cor*@d***********.com 4.2 5
Christine Magoteaux: Primerica - Financial Services 8529 N Dixie Dr STE 325, Dayton, OH 45414
93738xxxx8 ali*************@p********.com 148388 3550 158000
Fifth Third Private Bank - Nikki Earley 1 S Main St, Dayton, OH 45402
93790xxxx5 ang********@5*.com
Edward Jones - Financial Advisor: Ron Solada, AAMS™ 580 Lincoln Park Blvd Ste 133, Kettering, OH 45429
93729xxxx3 acc**********@e**********.com 86429 97000
Littleton Marjorie 40 N Main St Ste 1660, Dayton, OH 45423 93744xxxx5
The Lowe Pfaff Group - Ameriprise Financial Services 3045 Newmark Dr, Miamisburg, OH 45342
93724xxxx9 ala************@a***.com
Raymond James Financial Services 2331 Far Hills Ave, Dayton, Oh 45419
93742xxxx2
Edward Jones - Financial Advisor: Katelynn M Bellert 4027 Colonel Glenn Hwy Ste 405 Beavercreek Township, OH 45431
93742xxxx5 a.j*********@e**********.com 86429 97000
Edward Jones - Financial Advisor: Kraig A Hagler 1430 Oak Ct Ste 113, Beavercreek, OH 45430
93795xxxx0 a.j*********@e**********.com
Morgan Stanley Financial Advisors 4380 Buckeye Ln Suite 200, Beavercreek, OH 45440
93743xxxx0 acm***********@m************.com 5 1
Ameriprise Financial Advisors 67 Marydale Dr Ste A Beavercreek, OH 45431 93743xxxx4
Wells Fargo Advisors 10100 Innovation Dr Ste 100, Miamisburg, OH 45342
93785xxxx0 and**********@w*****************.com 5 3 188803 190000
The Nicholson Team - UBS Financial Services Inc. Progress Park Tower 3601 Rigby Road Suite 500, Miamisburg, OH 45342
93722xxxx2 abc***@u**.com
Americans For Financial 6500 Poe Ave # 110, Dayton, OH 45414 93789xxxx7 3.02
Daniel T Austria - Private Wealth Advisor, Ameriprise Financial Services 67 Marydale Dr Ste A, Beavercreek, OH 45440
93743xxxx4 dns*****@a***.com
MLA Companies 130 W 2nd St Suite 2050, Dayton, OH 45402
93722xxxx2 aba***@m***********.com 4.62
Edward Jones - Financial Advisor: Bill Wolke 1208 Archer Dr Troy, OH 45373
93755xxxx1 acc**********@e**********.com 86428 97000
Comprehensive Planning Group 2305 Far Hills Ave, Dayton, OH 45419
93743xxxx8 bha***@c***********.com 20
Brian S Austria - Financial Advisor, Ameriprise Financial Services 67 Marydale Dr Ste A, Beavercreek, OH 45440
93743xxxx4 bri**********@a***.com 5 3 196 36 207
Buckingham Advisors 6856 Loop Rd, Dayton, OH 45459
93743xxxx2 j-d@m***********.com 3.4 5 160 8 191
Emprical Investments, LLC 36 N Ludlow St, Dayton, OH
First Command Financial Advisor - Chris Henn 51 Plum St Ste 260, Beavercreek, OH 45440
93742xxxx0 ban*****@f***********.com 4.48
Baird Private Wealth Management 10170 Penny Ln 1st Floor, Miamisburg, OH 45342
88822xxxx6 ano************@b*********.com 5 2
Ameriprise Financial 4027 Colonel Glenn Hwy Ste 120, Beavercreek Township, OH 45431
93743xxxx4 dns*****@a***.com
Secure Future Advisors 4489 Far Hills Ave, Kettering, OH 45429
93785xxxx9 je**@s******************.com 5 2 13 21
Merrill Lynch Wealth Management 40 N Main St, Dayton, OH 45423
93722xxxx0 ale*********@m*.com
ABN Financial 1301 Lyons Rd H, Dayton, OH 45458
93743xxxx0 ale*@a***********.com 4.3 10 613
Lou Vision - Raymond James The Greene, 50 Chestnut St Suite 200, Beavercreek, OH 45440
93743xxxx0 aar************@r***********.com 5
Voya Financial Advisors 10100 Innovation Dr Ste 120 Miamisburg, OH 45342
93735xxxx5 der*********@v*****.com
Nuveen Investments 110 Park Rd, Oakwood, OH 45419
93764xxxx5 aar*************@n*****.com
Edward Jones - Financial Advisor: Collin A Crowe 316 James E Bohanan Memorial Vandalia, OH 45377
93726xxxx0 acc**********@e**********.com 86429 97000
Heritage Financial Resources 4031 Colonel Glenn Hwy Ste 131, Beavercreek, OH 45431
93754xxxx9 pat*****@h******************.com
The Southwest Ohio Group - Morgan Stanley 7777 Washington Village Dr Ste 100, Dayton, OH 45459
93731xxxx1 acm***********@m************.com
Morgan Stanley Wealth Management 4380 Buckeye Ln, Beavercreek, OH 45440
93743xxxx0 aar***********@m***********************.com
First Financial Advisors 6478 Centerville Business Pkwy, Dayton, OH 45459 93743xxxx0 5 3
Wright Nursing & Rehabilitation Center 2465 Executive Park Blvd, Fairborn, OH 45324
93791xxxx0 aas***@w***.coop 20352 194 20000
American Express Financial Advisors 3735 Dixie Hwy Middletown, OH 45042 51342xxxx2
Johnson Investment Counsel 40 N Main St Suite 2110, Dayton, OH 45423
93746xxxx0 abe*@j*********.com 5 1 379 32
Stephan and Associates 354 N Detroit St Xenia, OH 45385
93737xxxx2 bri**@s************.com
Rinehart & Dayhoff - Ameriprise Financial Services 10050 Innovation Dr Ste 310, Miamisburg, OH 45342
93743xxxx3 amy***********@a***.com
Dipietro Vince 860 E Franklin St Ste B, Dayton, OH 45459 93788xxxx9
Thompson & Associates - Ameriprise Financial Services 10050 Innovation Dr Ste 310, Miamisburg, OH 45342
93731xxxx1 dns*****@a***.com
M K Brown & Associates 580 Lincoln Park Blvd Ste 333, Dayton, OH 45429
93729xxxx4 aar************@r***********.com 17427 18000
Edward Jones - Financial Advisor: Aaron L Jobson 4027 Colonel Glenn Hwy #405, Beavercreek, OH 45431
93742xxxx5 a.j*********@e**********.com 5 1
Edward Jones - Financial Advisor: Skip Whitworth 3938 Dayton Xenia Rd Suite E, Beavercreek, OH 45432
93742xxxx2 a.j*********@e**********.com 5 1
Oakstreet Wealth Management Inc 3131 S Dixie Dr, Moraine, OH 45439 93729xxxx0
Edward Jones - Financial Advisor: Tony Pitstick 3979 Indian Ripple Rd, Beavercreek, OH 45440
93742xxxx0 a.j*********@e**********.com
M.K. Brown Wealth Advisory 2331 Far Hills Ave #100, Oakwood, OH 45419
93729xxxx4 eli************@r***********.com 104 113
Wealth Management Group 811 Juniper Ct Tipp City, OH 45371
93787xxxx0 lau***@w************************.com 5 2 88 4 84
Theo Pericleous - Private Wealth Advisor, Ameriprise Financial Services 3045 Newmark Dr, Miamisburg, OH 45342
93785xxxx0 dns*****@a***.com 8 132
Edward Jones - Financial Advisor: Jerry R Bailey 30 N S St Wilmington, OH 45177
93780xxxx2 a.j*********@e**********.com
Merrill Lynch Wealth Management 10100 Innovation Dr, Miamisburg, OH 45342
93784xxxx0 ale*********@m*.com
Edward Jones - Financial Advisor: Jeremy W Payton 255 W Central Ave Ste A Springboro, OH 45066
93774xxxx4 a.j*********@e**********.com 3 253 258
Pathways Financial Credit Union 3562 Dayton Xenia Rd, Beavercreek, OH 45432
93742xxxx4 abr******@p*********.com 4.8 83
Joshua Pavon - Ameriprise Financial Services, LLC 525 Windsor Park Dr, Dayton, OH 45459
93731xxxx5 dns*****@a***.com
Edward Jones - Financial Advisor: Kyle J Zappia 1231 Columbus Ave Ste E Lebanon, OH 45036
51393xxxx7 a.j*********@e**********.com 86428 97000
Edward Jones - Financial Advisor: Josh Meyers 207 E Dr Oakwood, OH 45419
93764xxxx0 acc**********@e**********.com 86429 97000
Working Man’s Finances Wilmington, OH 45177 93752xxxx0
Edward Jones - Financial Advisor: Neil D Nehring 1460 W Main St Tipp City, OH 45371
93766xxxx1 a.j*********@e**********.com 86429 97000
Randall Helt - Financial Advisor, Ameriprise Financial Services 7887 Washington Village Dr Ste 200, Dayton, OH 45459
93745xxxx0 ale************@a***.com 239 251
Fitz Financial Services 7036 Corporate Way, Dayton, OH 45459
93784xxxx4 acc*******@f********************.com 5 1
Pinnacle Financial Associates 3171 Beaver Vu Dr,Suite A, Dayton, OH 45434
93742xxxx2 wol*******************@n**********.com
Confident Trust Financial Group LLC 70 Birch Alley suite 240, Beavercreek, OH 45440
93730xxxx5 sra*************@i***.com 5.01
Wells Fargo Advisors 518 W Main St, Fairborn, OH 45324 80036xxxx4
Industrial Holdings Group Inc 6234 Far Hills Ave, Dayton, OH 45459 93743xxxx0
First Financial Bank 1187 E Dayton Yellow Springs Rd, Fairborn, OH 45324
93787xxxx4 ang*********@b**********.com
Raymond James Financial Services 8087 Washington Village Dr, Dayton, OH 45458
93743xxxx0 aar************@r***********.com 17425 18000
Edward Jones - Financial Advisor: Tim Schmale 1430 Oak Ct Ste 113 Beavercreek, OH 45430
93795xxxx0 acc**********@e**********.com 120 119
Lifestages Financial Services 7990 Clyo Rd, Dayton, OH 45459
93726xxxx6 ang*********@l**.com
Lake Forest Financial Advisors 7625 Paragon Rd Ste B, Centerville, OH 45459
93744xxxx1 and***********@p********.com 3.7 3 50
3 Point Wealth Strategies 2430 Dayton Xenia Rd suite a-1, Beavercreek, OH 45434
93742xxxx5 jbu***@3***********.com
Edward Jones - Financial Advisor: Michael A Beard, CRPC™ 3171 Beaver Vu Dr Ste E, Beavercreek, OH 45434
93742xxxx4 a.j*********@e**********.com
Raymond James 70 Rhoads Center Dr, Dayton, OH 45458
93743xxxx4 aar************@r***********.com 17425 18000
Preferred Planning Associates 263 Regency Ridge Dr, Dayton, OH 45459
93761xxxx5 ava*************************@p******.com
Petra Wealth Partners - Ameriprise Financial Services, LLC 3045 Newmark Dr, Miamisburg, OH 45342
93785xxxx0 dns*****@a***.com 132
Derenzo Advisors 1010 Hidden Ridge Ln, dayton, OH 45459 93786xxxx2
Keybanc Capital Markets 11, 34 N Main St, Dayton, OH 45402
93758xxxx5 abe***********@k**.com 1 1
Edward Jones - Financial Advisor: Scott L Young 8224 N Main St Dayton, OH 45415
93726xxxx9 acc**********@e**********.com 18 5 1 86429 97000
Thompson, Jason, AGT 3045 Newmark Dr, Miamisburg, OH 45342
93731xxxx1 dns*****@a***.com
Edward Jones - Financial Advisor: BJ Fahncke 2418 Far Hills Ave, Oakwood, OH 45419
93764xxxx0 acc**********@e**********.com
First Command Financial Advisor - Collin Lyon 4027 Colonel Glenn Hwy Suite 400, Beavercreek, OH 45431
93750xxxx0 ban*****@f***********.com 5 11 7136 261
Spicer Wealth Management 2655 Commons Blvd Ste 110, Beavercreek, OH 45431
93742xxxx6 amy@s***********.com
Montgomery Insurance & Investments 114 S Detroit St Xenia, OH 45385
93737xxxx6 ada*@m***********.com 4.9 40
Edward Jones - Financial Advisor: Samantha Whisenhunt 1660 W Main St Wilmington, OH 45177
93738xxxx7 a.j*********@e**********.com 5 86428 97000
M.F. Heintz CPA, Inc. 2331 Far Hills Ave Suite 301, Dayton, OH 45419
93727xxxx7 max*******@m***********.com
Dave Hall: Primerica - Financial Services 7021 Old Troy Pike, Huber Heights, OH 45424
93727xxxx0 ali*************@p********.com 4.3 4 148373 3550 158000
Dillhoff Financial Services 7026 Corporate Way, Dayton, OH 45459
93761xxxx0 bra*********@d****************.com
Financial Freedom 70 Birch Aly Ste 240 Beavercreek, OH 45440
93745xxxx1 aao@f******.com 5 9 277
Roderer Financial Group 245 Elmwood Dr, Dayton, OH 45459
93733xxxx1 wjr******@h****.net 5 2
First Command Financial Advisor - Jason Jukes 4027 Colonel Glenn Hwy Suite 400, Beavercreek, OH 45431
93750xxxx0 ban*****@f***********.com 5 5 191
Edward Jones - Financial Advisor: Gregg R Clark 564 N Main St Unit B Springboro, OH 45066
93774xxxx0 a.j*********@e**********.com 86429 97000
Southard, Charles R - Ameriprise Financial 3131 Newmark Dr Ste 247, Miamisburg, OH 45342
93731xxxx8 ame******************@a***.com 132796 134000
Edward Jones - Financial Advisor: Christopher L Johns 69 Rhoads Center Dr Dayton, OH 45458
93743xxxx6 a.j*********@e**********.com 86429 97000
Ben Feldmeyer-Private Wealth Advisor Ameriprise Financial 6500 Centerville Business Pkwy, Centerville, OH 45459
93761xxxx0 ben@f**********************.com 251 264
Morgan Stanley 7777 Washington Village Dr, Dayton, OH 45459
88825xxxx4 acm***********@m************.com
Kapstone Financial Advisors 7501 Paragon Rd STE 200, Dayton, OH 45459
93775xxxx0 5 1
Managed Wealth Financial 3445 S Dixie Dr, Moraine, OH 45439
93772xxxx1 ada**@m*********************.com
Anderson Financial Strategies, LLC 2500 Kettering Tower, Ste 2500, Dayton, OH 45423
85523xxxx5 all****@a**************************.com 165 5 173
5 5
P & R Accounting Services 945 E Central Ave Miamisburg, OH 45342
93784xxxx3
The Burton Financial Consulting Group - Ameriprise Financial Services 10100 Innovation Dr Ste 350, Miamisburg, OH 45342
93740xxxx4 dns*****@a***.com
Tillar Wenstrup Advisors 92 E Franklin St, Dayton, OH 45459
93742xxxx0 dwh*******@t*********.com
SS + D Financial, LLC Stratacache Tower, N Main St #1900, Dayton, OH 45423
93722xxxx5 inf*@s***********.com 1.03
Sarah McMahon - State Farm Insurance Agent 3723 Wilmington Pike Kettering, OH 45429
93729xxxx5
Gudorf Financial Group, LLC 7965 Washington Woods Dr, Centerville, OH 45459
93789xxxx0 adm**@g**************.com 5.02
Republic Financial Consultants 101 E Stroop Rd, Dayton, OH 45429 93729xxxx9 3 1
David Austria - Financial Advisor, Ameriprise Financial Services 67 Marydale Dr Ste A, Beavercreek, OH 45440
93743xxxx4 dns*****@a***.com
Edward Jones - Financial Advisor: Jim Wasinger 30 Warder St Ste 210 Springfield, OH 45504
93752xxxx7 acc**********@e**********.com
Gossett & Crozier Financial Advisors 7001 Corporate Way Dayton, OH 45459 93743xxxx0
Dynamic Pension Service 2176 Hewitt Ave Ste A, Kettering, OH 45440
93743xxxx8
Smith & Stueve 222 Linwood St A, Dayton, OH 45405
93722xxxx5 amy@s**********.com
Dayton Capital Partners, LLC 1105 Watervliet Ave, Dayton, OH 45420
93745xxxx3 dar***@d********************.com 4 22
Clientfirst Financial Strategies Inc 3033 Kettering Blvd, Moraine, OH 45439
93729xxxx0 dsa******@r******.com
Darrin Polomsky - Financial Advisor, Ameriprise Financial Services 7501 Paragon Rd Ste 204, Dayton, OH 45459
93729xxxx5 dns*****@a***.com 5 3
Edward Jones - Financial Advisor: Adam Kwiecinski 46 N Broadway St Lebanon, OH 45036
51393xxxx7 acc**********@e**********.com 83 3 89
Scott Edwards - Ameriprise Financial Advisor 1530 Needmore Rd Dayton, OH 45414
93727xxxx0 ale************@a***.com 239 251
Regency Financial Planning Consultants & Services 259 Regency Ridge Dr Dayton, OH 45459 93743xxxx0
Westminster Financial Sec 50 Chestnut St A-200, Beavercreek, OH 45440
93789xxxx0 age******@w*******************.com 5.01
April Whitehead - Financial Advisor, Ameriprise Financial Services 7501 Paragon Rd Ste 204, Dayton, OH 45459
93755xxxx3 apr************@a***.com 60
Edward Jones - Financial Advisor: Dom Battaglia 580 Lincoln Park Blvd Ste 133 Dayton, OH 45429
93729xxxx3 acc**********@e**********.com 298
Schear Financial 205 Sugar Camp Cir, Dayton, OH 45409 93722xxxx0 1.03
Harvest Financial 3183 Beaver Vu Dr A, Dayton, OH 45434
93785xxxx2 bja*****@g********.com 5.01
Rinehart, Sam, AGT 10050 Innovation Dr, Miamisburg, OH 45342
93743xxxx3 ame******************@a***.com 132796 134000
Edward Jones - Financial Advisor: Susan L Gwyn 2016 S Alex Rd Dayton, OH 45449
93786xxxx7 a.j*********@e**********.com 86429 97000
Edward Jones - Financial Advisor: Christopher E Sprowl 2430 Dayton-Xenia Rd Beavercreek, OH 45434
93742xxxx9 acc**********@e**********.com 86429 97000
Hayes L J & Associates 35 Park Ave, Oakwood, OH 45419
93729xxxx0 ale***********@m*.com
Tacheck Tax & Financial Planning 1301 Lyons Rd Dayton, OH 45458 93743xxxx1 3
Edward Jones - Financial Advisor: Michael A Beard 3171 Beaver Vu Dr Ste E Dayton, OH 45434
93742xxxx4 a.j*********@e**********.com 31
Northwestern Mutual 70 Birch Alley #210, Beavercreek, OH 45440
93742xxxx0 a.-***********@n*****************.com 4.1 9 105657 15895
Edward Jones - Financial Advisor: Tiffany L Dailey 1752 N Limestone St Springfield, OH 45503
93739xxxx6 acc**********@e**********.com 179 22 189
Dayhoff, Tyler 10050 Innovation Dr, Miamisburg, OH 45342
93731xxxx5 amy***********@a***.com
Edward Jones - Financial Advisor: Susan L Gwyn, AAMS™ 2016 S Alex Rd, West Carrollton, OH 45449
93786xxxx7 a.j*********@e**********.com
Birchcreek Wealth Management 2955 Exchange Pl Blvd #103, Dayton, OH 45342
93756xxxx6 axx@b***************.com 5 5
Fifth Third Private Bank - Derrick Petry 1 S Main St, Dayton, OH 45402 93722xxxx3 5 1
Adam Bowling - Thrivent 8543 N Dixie Dr Ste C, Dayton, OH 45414
93739xxxx2 ann************@t*******.com 21
Edward Jones - Financial Advisor: Vicki L Blei 15 N Miami St West Milton, OH 45383
93769xxxx9 a.j*********@e**********.com 86428 97000
Wichman Kevin 354 N Detroit St Xenia, OH 45385
93737xxxx2 bec**@w**********.com
Baker Financial Planning 2230 N Limestone St Springfield, OH 45503 93739xxxx0
County Corp 130 W. Second Street, Suite 1420, Dayton, OH 45402
93722xxxx8 abl***@c*********.com
Edward Jones - Financial Advisor: Alexis Hill 100 Nutrition Way Brookville, OH 45309
93783xxxx0 a.j*********@e**********.com 86429 97000
Edward Jones - Financial Advisor: Anthony M Sisson 180 High St Ste A Waynesville, OH 45068
51389xxxx1 a.j*********@e**********.com 86429 97000
Rik Saylor Financial - Satellite Office 70 Birch Alley, Beavercreek, OH 45440
88829xxxx1 eha*****@r*****************.com 3.02
Miles & Associates Clayton, OH 45315
93726xxxx4
Monetary Solutions 3066 Kettering Blvd Moraine, OH 45439 93729xxxx0
Edward Jones - Financial Advisor: Mark A Koogler II 101 E Alex Bell Rd Ste 145, Centerville, OH 45459
93743xxxx9 a.j*********@e**********.com 371 382
Anderson Financial Strategies 6450 Poe Ave, Dayton, OH 45414
93761xxxx8 ale*@a**************************.com
Tim Adams CPA - 320 Financial 120 W 2nd St #615, Dayton, OH 45402
93775xxxx5 tim@3****.com 5 3 17
Financial Freedom, LLC 70 Birch Alley suite 240, Beavercreek, OH 45440
93745xxxx1 aao@f******.com 3.815
Baskin Financial Planning 3965 Pepperwell Cir, Sugarcreek Township, OH 45440
71920xxxx2 eri*@b*******.com 5 17
Paige Henry - Raymond James 313 E Stroop Rd, Dayton, OH 45429
93729xxxx0 doe*@r**************.com 681 4
Cardinal Pointe Financial Group-Ameriprise Financial Services 4404 Buckeye Ln, Beavercreek, OH 45440
93745xxxx0 ale************@a***.com 239 251
Edward Jones - Financial Advisor: Forst Elliott 3938 Dayton Xenia Rd Ste E, Beavercreek, OH 45432 93742xxxx2
Edward Jones - Financial Advisor: Dom Battaglia 133 W Franklin St Bellbrook, OH 45305
93784xxxx6 acc**********@e**********.com 21 86429 97000
Crossroads Investment Planning 8516 N Dixie Dr, Dayton, OH 45414
93738xxxx1 bri*******@c***********.com 5.013 143 143
Edward Jones - Financial Advisor: Adam Kwiecinski 1231 Columbus Ave Ste E Lebanon, OH 45036
51393xxxx7 a.j*********@e**********.com
Edward Jones -Financial Advisor: Ben Lee 133 W Franklin St Bellbrook, OH 45305
93784xxxx6 acc**********@e**********.com 86429 97000
Edward Jones - Financial Advisor: David G Snow 1752 N Limestone St Springfield, OH 45503
93739xxxx6 acc**********@e**********.com 86428 97000
Edward Jones - Financial Advisor: Evan Trick 100 Nutrition Way Brookville, OH 45309
93783xxxx0 a.j*********@e**********.com 5 2 86429 97000
First Financial Bank 1015 S Main St, Dayton, OH 45409 93743xxxx0
Artifex Financial Group 2305 Far Hills Ave, Dayton, OH 45419
85575xxxx4 adm**@a***************.com 4.1 14
Kaper Ronald T 5540 Far Hills Ave, Dayton, OH 45429 93761xxxx0
Edward Jones - Financial Advisor: Butch Hooper 1435 Rombach Ave Ste 7 Wilmington, OH 45177
93765xxxx5 a.j*********@e**********.com
American Financial Planners 2142 S Smithville Rd, Dayton, OH 45420
93725xxxx8 4.7 91 87 3
5 33
Wright-Patt Credit Union 2097 N Bechtle Ave Springfield, OH 45504
93791xxxx0 a.c*****@w***.coop 3.7 76 2.8 10 20352 194 20000
The Private Investment Group Inc 800 E Franklin St, Dayton, OH 45459
93743xxxx0 195*************************************@w*****************.com 20
First Command Financial Planning 3033 Kettering Blvd, Moraine, OH 45439
93730xxxx1 aan******@f***********.com 7279 200 7500
Financial Planning Consultants 2507 N Verity Pkwy Middletown, OH 45042
51342xxxx6 dav**@f****************.com
SS D Financial, Inc. 1900 Kettering Tower, Dayton, OH 45423
93722xxxx5
Fiduciary Wealth Group, LLC 6784 Loop Rd Suite 208, Centerville, OH 45459
85556xxxx1 gxx***@f*******************.com 5 2
Edward Jones - Financial Advisor: Ron Solada 580 Lincoln Park Blvd Ste 133 Dayton, OH 45429
93729xxxx3 acc**********@e**********.com 86429 97000
Weinstein Financial Group 304 S Breiel Blvd Middletown, OH 45044
51342xxxx6 jaz@w**********************.com 5 8
Edward Jones - Financial Advisor: Zachary T Steinmetz 180 High St Ste A Waynesville, OH 45068
51389xxxx1 a.j*********@e**********.com 86429 97000
Feldmeyer Financial Group - Dayton Office 6500 Centerville Business Pkwy Dayton, OH 45459
93790xxxx1 ben@f**********************.com 251 264
Consultax Financial Group 621 Watervliet Ave, Dayton, OH 45420 93729xxxx4 5 2
Financial Directions, Inc. 5256 N Springboro Pike, Dayton, OH 45439
88826xxxx8 mai*@b************.com
American Express 10000 Innovation Ct, Dayton, OH 45414
93786xxxx7 ame************@e****.americanexpress 906259 79
CAPTRUST 7812 McEwen Rd #400, Dayton, OH 45459
93722xxxx0 aar*********@c*******.com 5.01
Edward Jones - Financial Advisor: Ryan C Wheatley 726 E Main St Ste 11 Lebanon, OH 45036
51322xxxx2 a.j*********@e**********.com
Petra Financial Solutions Inc. 7333 Paragon Rd Suite 250, Washington Township, OH 45459
93729xxxx0 ann*@p**********************.com 5 2
Edward Jones - Financial Advisor: Bob Bedinghaus 101 Dave Ave Ste A Lebanon, OH 45036
51393xxxx6 acc**********@e**********.com 86461 97000
Fifth Third Private Bank - Nicholas Heppner 1 S Main St, Dayton, OH 45402 93722xxxx0
Deshurko Investment Services 203 W Franklin St, Dayton, OH 45459
93743xxxx0 bi**@4*********.com
Ameriprise Financial Advisors - Heick, Hester & Associates 1530 Needmore Rd Ste 100 Dayton, OH 45414 93727xxxx0
Erik Dayhoff - Ameriprise Financial Advisor 3131 Newmark Dr Ste 247 Miamisburg, OH 45342
93743xxxx3 amy***********@a***.com
Fidelity National Financial 1 S Main St, Dayton, Oh 45402
Edward Jones - Financial Advisor: Kimberly A Tucker 2261 Miamisburg Centerville Rd Dayton, OH 45459
93743xxxx8 acc**********@e**********.com 155
Tyler D Clark - Financial Advisor, Ameriprise Financial Services 10100 Innovation Dr Ste 350, Miamisburg, OH 45342
93729xxxx0 dns*****@a***.com
Thein Michael Financial Planning 3510 Sudachi Dr Dayton, OH 45414 93726xxxx0
Fifth Third Private Bank - Robert Henrich 1 S Main St, Dayton, OH 45402 93722xxxx7 5.01
Ameriprise Financial Advisors 1008 Grant St Troy, OH 45373 80057xxxx7
Jeric Wisecup - Financial Advisor, Ameriprise Financial Services 10050 Innovation Dr Ste 310, Miamisburg, OH 45342
93743xxxx3 deb*******@a***.com
Edward Jones - Financial Advisor: Chuck Watts 28 E Locust St Wilmington, OH 45177
93738xxxx9 acc**********@e**********.com 86428 97000
Edelman Financial Engines 10100 Innovation Dr Ste 160 Miamisburg, OH 45342
83375xxxx3 a.z******@e**********************.com 33 18748 20 20000
Alliance Business Professionals 405 Public Sq Ste 237 Troy, OH 45373
93798xxxx9 bry*******@a******.com 5 1 323 6 333
Schrager, Philip, AGT 3015 Newmark Dr, Miamisburg, OH 45342
93731xxxx4 amy********@a***.com
Demma-Novak Wealth Management 70 Birch Aly, Beavercreek, OH 45440
86677xxxx9 inf*@d*********.com
Martin McGillivary - Raymond James Road, 2299 Miamisburg Centerville Rd Centerville, Dayton, OH 45459
93728xxxx7 5
Baller Financial Group Stratacache Tower, 40 N Main St #2510, Dayton, OH 45423
93722xxxx1
James Stefanoff - Financial Advisor, Ameriprise Financial Services 8801 N Main St Ste 101, Dayton, OH 45415
93724xxxx4 dns*****@a***.com 144
Edward Jones - Financial Advisor: Forst Elliott 3033 Kettering Blvd Ste 101 Moraine, OH 45439
93796xxxx4 acc**********@e**********.com 25 25