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4000 Smith Road, Suite 300, Cincinnati, OH 45209

(513) 762-7700
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  • Darrel Bender
  • David "Dusty" Mack
  • Richard Gianni
  • Robert Mittlestead
  • Robert Von Gerds
  • Robin Butler
  • Thomas Gorczyca, ChFC®, CLU®
  • Abigail Robinson
  • Alaya Walker
  • Alex Donley, CFP®
  • Andrew Acuna
  • Andrew Shoener
  • Annette Kitchen
  • Arnold Staton, Jr.
  • Bradley Sublett, ChFC®, CLU®
  • Brett Bartlow
  • Brian "Chris" Dehoag, CFP®
  • Cameron Moore
  • Cameron Treby
  • Carol Rodgers-River, CFP®
  • Chad Faust
  • Christopher Dolle, Jr.
  • Christopher Dolle, CLU®
  • Clinton Kersting, CFP®
  • Colin Fogel
  • Corey Fogel
  • Dallas Tuggle
  • Dana Cox
  • David Kurtz
  • Dylan "Rhett" Clark
  • Edward Buffington
  • Elizabeth Zells
  • Eugene Glowatch
  • Frank Shoener
  • Garnet Wahlund
  • George Wilburn III
  • James Healy
  • Jessica Ritchie
  • John Bossle, Jr.
  • Jonathan Chapman
  • Jonathan Coleman
  • Justin Cox
  • Kelly Martin
  • Kristen Mangus
  • Lance Sublett
  • Lou Nuchereno
  • Maggie Edwards
  • Maggie Kays
  • Mark Mussman
  • Matthew Gates
  • Matthew McManus
  • Matthew McDowell
  • Michael Brandy
  • Michael Comperchio, CFP®
  • Michael Herrmann
  • Michael Gambino
  • Peggy Butkevitch
  • Robert Preston, ChFC®, CLU®
  • Ryan Barnett
  • Ryan Martini
  • Ryan Wolfe
  • Stacey Weaver
  • William Ward

Cincinnati, OH

David

David "Dusty" Mack

(513) 256-5701

Richard Gianni

Richard Gianni

(513) 762-7756

Robert Von Gerds

Robert Von Gerds

(513) 322-3632

Alex Donley

Alex Donley, CFP®

(513) 762-7789

Andrew Acuna

Andrew Acuna

(513) 322-3633

Cameron Moore

Cameron Moore

(513) 698-8265

Christopher Dolle, Jr.

Christopher Dolle, Jr.

(513) 762-7763

Clinton Kersting

Clinton Kersting, CFP®

(513) 762-7710

Colin Fogel

Colin Fogel

(513) 762-7750

Corey Fogel

Corey Fogel

(513) 762-7791

David Kurtz

David Kurtz

(513) 894-9600

Dylan Clark

Dylan "Rhett" Clark

(513) 762-7758

George Wilburn III

George Wilburn III

(513) 762-7740

James Healy

James Healy

(513) 762-7729

Justin Cox

Justin Cox

(513) 762-7785

Kristen Mangus

Kristen Mangus

(513) 762-7753

Maggie Edwards

Maggie Edwards

(513) 698-8268

Maggie Kays

Maggie Kays

(513) 322-3635

Mark Mussman

Mark Mussman

(513) 762-7751

Matthew Gates

Matthew Gates

(513) 400-4032

Matthew McManus

Matthew McManus

(513) 762-7760

Michael Brandy

Michael Brandy

(513) 762-7770

Michael Comperchio

Michael Comperchio, CFP®

(513) 519-8536

Michael Herrmann

(513) 762-7700

Ryan Barnett

Ryan Barnett

(513) 847-8630

Ryan Martini

Ryan Martini

(513) 855-4215

William Ward

William Ward

(513) 847-6199

Columbus, OH

Garnet Wahlund

Garnet Wahlund

(513) 762-7722

Dayton/Centerville, OH

Darrel Bender

Darrel Bender

(937)791-6329

Robert Mittlestead

Robert Mittlestead

(937) 287-9868

Thomas Gorczyca

Thomas Gorczyca, ChFC®, CLU®

(937) 409-7080

Brett Bartlow

Brett Bartlow

(937) 395-3115

Edward Buffington

Edward Buffington

(937)297-0030

Jonathan Chapman

Jonathan Chapman

(937) 395-3106

Lexington, KY

Brian Dehoag

Brian "Chris" Dehoag, CFP®

(859) 514-4134

Eugene Glowatch

Eugene Glowatch

(859) 514-4137

Matthew McDowell

Matthew McDowell

(513) 671-8877

Robert Preston

Robert Preston, ChFC®, CLU®

(859) 514-4136

Louisville, KY

Alaya Walker

Alaya Walker

(513) 698-8263

Arnold Staton, Jr.

Arnold Staton, Jr.

(513) 762-7708

Bradley Sublett

Bradley Sublett, ChFC®, CLU®

(502) 263-7866

Dallas Tuggle

Dallas Tuggle

(513) 762-7787

John Bossle, Jr.

John Bossle, Jr.

(502) 357-3783

Lance Sublett

Lance Sublett

(502) 263-7866

502-777-6120

Ryan Wolfe

(513) 762-7761

Northern Kentucky

Annette Kitchen

Annette Kitchen

Financial Consultant

(513) 223-5286

Carol Rodgers-River

Carol Rodgers-River, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

(859) 630-2226

Indiana

Andrew Shoener

Andrew Shoener

Financial Advisor

(317) 818-1079

Frank Shoener

Frank Shoener

Financial Advisor | Retirement Planning Specialist

(260) 755-0642