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4000 Smith Road, Suite 300, Cincinnati, OH 45209

(513) 762-7700
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Meet the team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our team

Darrel Bender

Darrel Bender

Financial Professional

(937)791-6329

(937) 313-4024

David

David "Dusty" Mack

Financial Professional

(513) 256-5701

(513) 762-7781

Richard Gianni

Richard Gianni

Financial Consultant

(513) 762-7756

(513) 910-7217

(513) 762-7756

Robert Mittlestead

Robert Mittlestead

Financial Professional

(937) 297-0030

(937) 434-9302

Robert Von Gerds

Robert Von Gerds

Financial Professional

(513) 322-3632

(513) 762-7724

Robin Butler

Robin Butler

Digital Specialist Manager

(716) 626-2568

Thomas Gorczyca

Thomas Gorczyca, ChFC®, CLU®

Financial Professional

(937) 409-7080

(937) 297-0212

Abigail Robinson

Abigail Robinson

Vice President

(513) 762-7711

Adam Norman

Financial Advisor

(513) 322-3634

Alaya Walker

Alaya Walker

Financial Professional

(513) 698-8263

(217) 572-0467

Alex Donley

Alex Donley, CFP®

Financial Advisor

(513) 762-7789

(513) 762-7781

Alexander Peak

Financial Advisor

(513) 762-7757

Andrew Acuna

Andrew Acuna

Financial Advisor

(513) 322-3633

Andrew Shoener

Andrew Shoener

Financial Advisor

(317) 818-1079

Annette Kitchen

Annette Kitchen

Financial Consultant

(513) 223-5286

Arnold Staton, Jr.

Arnold Staton, Jr.

Vice President

(513) 762-7708

Barry Millson

Barry Millson

Financial Advisor

(859) 372-7570

Benjamin Romer

Benjamin Romer

Financial Advisor

(513) 762-7755

Bradley Sublett

Bradley Sublett, ChFC®, CLU®

Financial Advisor

(502) 263-7866

(502) 418-3847

Brett Bartlow

Brett Bartlow

Financial Consultant

(937) 395-3115

(937) 297-0212

Brett Bryant

Brett Bryant

Financial Advisor

(513) 762-7799

Brian Dehoag

Brian "Chris" Dehoag, CFP®

Financial Consultant

(859) 514-4134

(859) 523-0393

Camden Grandstaff

Financial Advisor

(859) 663-3713

Cameron Moore

Cameron Moore

Financial Advisor

(513) 698-8265

Cameron Treby

Cameron Treby

Field Technology Specialist

(315) 425-6389

Carol Rodgers-River

Carol Rodgers-River, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

(859) 630-2226

(859) 630-2226

Chad Faust

Registered Sales Assistant Broker/California Insurance Lic. #4294737

(715) 577-8497

Christopher Dolle, Jr.

Christopher Dolle, Jr.

Financial Professional/California Insurance License #4442022

(513) 762-7763

(513) 607-1705

(513) 762-7724

Christopher Dolle

Christopher Dolle, CLU®

Vice President

(513) 762-7714

(513) 762-7724

Clinton Kersting

Clinton Kersting, CFP®

CERTIFIED FINANCIAL PLANNER™ professional/California Insurance License #4441446

(513) 762-7710

(513) 205-8932

(513) 762-7781

Colin Fogel

Colin Fogel

Financial Consultant/California Insurance License #0M23822

(513) 762-7750

(513) 490-3557

(513) 762 7724

Corey Fogel

Corey Fogel

Registered Sales Assistant Broker

(513) 762-7791

(513) 762-7724

Dallas Tuggle

Dallas Tuggle

Financial Advisor

(513) 762-7787

Dana Cox

Dana Cox

Chief Controls Officer

513-762-7707

513-762-7724

David Kurtz

David Kurtz

Financial Professional, Retirement Planning Specialist

(513) 894-9600

Dylan Clark

Dylan "Rhett" Clark

Financial Advisor

(513) 762-7758

(513) 762-7758

Edward Buffington

Edward Buffington

Financial Professional

(937)297-0030

(937) 367-6600

Elizabeth Zells

Elizabeth Zells

New Business Training Specialist

(716) 626-2508

Eugene Glowatch

Eugene Glowatch

Financial Advisor

(859) 514-4137

Frank Shoener

Frank Shoener

Financial Advisor | Retirement Planning Specialist

(260) 755-0642

Garnet Wahlund

Garnet Wahlund

Financial Professional

(513) 476-4037

George Wilburn III

George Wilburn III

Financial Professional/California Insurance License #: 0F23998

(513) 762-7740

James Healy

James Healy

Financial Professional

(513) 762-7729

Jessica Ritchie

Jessica Ritchie

Strategic Marketing Partner

(317) 712-3817

John Bossle, Jr.

John Bossle, Jr.

Financial Professional

(502) 240-6913

(502) 357-3783

John Scott

John Scott

Financial Advisor

(859) 663-3701

Jonathan Chapman

Jonathan Chapman

Financial Professional

(937) 395-3106

Jonathan Coleman

Jonathan Coleman

Registered Sales Assistant Broker

(513) 762-7793

Justin Cox

Justin Cox

Financial Advisor

(513) 762-7785

Kelly Martin

Kelly Martin

Office Manager

(513) 762-7704

Kristen Mangus

Kristen Mangus

Financial Advisor, California Insurance Lic.# 4524388

(513) 762-7753

Lance Sublett

Lance Sublett

Financial Advisor/CA Insurance Lic.#4539369, AR Insurance Lic.#20435366

(502) 263-7866

502-777-6120

(502) 749-0011

Lou Nuchereno

Lou Nuchereno

President, Northern Complex

(716) 626-2507

Maggie Edwards

Maggie Edwards

Financial Advisor

(513) 698-8268

Maggie Kays

Maggie Kays

Financial Advisor

(513) 322-3635

Mason Morris-Frey

Financial Advisor

(859) 663-3726

Matthew Gates

Matthew Gates

Financial Professional, Retirement Planning Specialist

(513) 400-4032

Matthew McManus

Matthew McManus

Financial Advisor

(513) 762-7760

(513) 762-7724

Matthew McDowell

Matthew McDowell

Financial Advisor

(513) 671-8877

Michael Brandy

Michael Brandy

Financial Advisor

(513) 762-7770

Michael Comperchio

Michael Comperchio, CFP®

Financial Advisor

(513) 519-8536

Michael Herrmann

Financial Professional

(513) 762-7700

(513) 762-7724

Michael Gambino

Michael Gambino

Branch Operations & Technology Manager

(716) 626-2501

Nicholas Aguglia

Nicholas Aguglia

Executive Vice President

(513) 762-7762

(513) 762-7762

Peggy Butkevitch

Peggy Butkevitch

COO - Northern Complex

585-475-8476

Robert Preston

Robert Preston, ChFC®, CLU®

Financial Advisor/California Insurance License #0D47035

(859) 514-4136

Robert Walker

Robert Walker

Financial Advisor

(859) 372-7571

Ryan Barnett

Ryan Barnett

Financial Professional

(513) 847-8630

(513) 550-0228

Ryan Martini

Ryan Martini

Financial Professional

(513) 855-4215

(513) 305-6764

(513) 762-7724

Ryan Wolfe

Financial Advisor

(513) 762-7761

Seth Smith

Financial Advisor

(502) 280-8489

Stacey Weaver

Stacey Weaver

Onboarding Director

(513) 762-7713

William Ward

William Ward

Financial Professional/California Insurance License #4274363

(513) 847-6199

(513) 675-1307

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