LAFLEY – PATEL
PATRICK LAFLEY CFP® Quadrant Partners 403 VINE ST 3RD FL CINCINNATI, OH 45202 LAFLEY@QP-LLC.COM JOSHUA LAKE Ameriprise Financial Services, Inc. 3045 NEWMARK DR MIAMISBURG, OH 45342 JOSHUA.J.LAKE@AMPF.COM MICHAEL LAMB CFP®, CPA/PFS Goldshot, Lamb & Hobbs, Inc. 3066 KETTERING BLVD DAYTON, OH 45439 (937) 297-3400 X3107 MSL@GLHCPAS.COM DAWN LEONARD Pohlman & Talmage CPAs, Inc. 3445 S DIXIE DR STE 200 DAYTON, OH 45439 DAWNL@POHLMANTALMAGE.COM ROBERT LESHNAKCLU CHFC CFP® MS EA REGISTERED PRINCIPAL Leshnak Financial Group, LLC 7182 LIBERTY CENTRE DR UNIT I WEST CHESTER, OH 45069-6585 (513) 779-3777 RLESHNAK@FSCADVISOR.COM THOMAS LINDSTROM CFP®, MBA, CLU® FINANCIAL ADVISOR Ameriprise Financial Services, Inc. 10050 INNOVATION DR STE 310 MIAMISBURG, OH 45342 (937) 312-8005 THOMAS.A.LINDSTROM@AMPF.COM DANIEL LIST PORTFOLIO MANAGER Matson Money, Inc. 5955 DEERFIELD BLVD MASON, OH 45040-2548 (513) 204-8000 DAN.LIST@MATSONMONEY.COM DOUGLAS LOFTUS CFP® MANAGING MEMBER Wealth Dimensions Group, Ltd. 11300 CORNELL PARK DR STE 300 CINCINNATI, OH 45242 (513) 554-6000 DLOFTUS@WEALTHDIMENSIONS.COM SCOTT LOWRY CFP®, MBA, APMA® FINANCIAL ADVISOR SENIOR VICE PRESIDENT Lowry & Peters 5770 GATEWAY BLVD., SUITE 104 MASON, OH 45040 (513) 322-5611 EXT. 717 SCOTT.2.LOWRY@AMPF.COM KENT LUTZ ASSISTANT PROFESSOR University of Cincinnati, Blue Ash. 9555 PLAINFIELD ROAD CINCINNATI, OH 45236 (513) 314-7561 KENT.LUTZ@UC.EDU
ROBERT LYNCH CMA, CFM, CFE STRATEGIC FINANCIAL LEADERSHIP, INC. PO BOX 309 LOVELAND, OH 45140 (513) 697-6724 BLYNCH@SFLSERVICES.COM TODD LYON Wealth Planning Corporation 3801 SHARON PARK LANE SUITE 125 CINCINNATI, OH 45241 (513) 733-1750 LYON.TODD@WEALTHP.COM PETER MACK CFP®, CPA, PFS The Mack Group PO BOX 37 BATESVILLE, IN 47006-0037 (812) 933-1040 PETER.MACK@SECURITIESAMERICA.COM TIMOTHY MACKEY PRESIDENT Mackey Financial Grp 7750 MONTGOMERY RD CINCINNATI, OH 45236 (513) 792-5414 TIM@MACKEYFINANCIALGROUP.COM GEORGE MAKRIS Makris Financial Group 5580 GLENWAY AVE CINCINNATI, OH 45238 (513) 922-6400 X 102 GMAKRIS@MAKRISFINANCIALGROUP.COM DONALD MARCELLO REGIONAL DIRECTOR Wells Fargo Advantage Funds 1024 STREAM RIDGE LN CINCINNATI, OH 45255 (513) 236-8863 DONALD.MARCELLO@WELLSFARGO.COM W. JEFF MARTIN CLU, CHFC MassMutual - Brokerage 7755 MONTGOMERY RD SUITE 250 CINCINNATI, OH 45236 (513) 698-1312 JEFFMARTIN@MASSMUTUALBROKERAGE.COM RICHARD MAYER CFP® DIRECTOR OF FINANCIAL PLANNING Financial Network Group 9996 WINLAKE DR CINCINNATI, OH 45231 (513) 469-7500 RICHARDM@FNGLTD.COM DAVID MCCARLEY CFP®, CLU, CHFC, CRPS, RICP Commonwealth Financial 6910 MIAMI AVE CINCINNATI, OH 45423 (513) 792-9990 DAVID@DMCCARLEY.COM CARY C. MCDONALD CFP® 9479 MCKINNEY RD LOVELAND, OH 45140 (513) 502-4078 CARY.C.MCDONALD@GMAIL.COM
ZACHARY MCKIBBEN 911 Riverside Dr Sidney, OH 45365 kibby_09@hotmail.com PETER MICCOLI CFP®, AIF Miccoli Ahr & Associates 8044 MONTGOMERY RD STE 410 CINCINNATI, OH 45236 (513) 794-1370 PETER@MICCOLIAHR.COM GREG MIDDENDORF CFP® Hergehold Captial Managment 18 WESLEY DRIVE CINCINNATI, OH 41076 GREG@HENGEHOLDCAPITAL.COM THOMAS MIKOS CFP®, CPA Hammerman Graf Hughes & Company 4486 INDIAN RIPPLE RD DAYTON, OH 45440-3203 (937) 320-1262 TMIKOS@HGHCPA.COM PETER MILLER CFP® FINANCIAL PLANNER Summit Financial Advisors, Inc. 1046 SUMMIT DR MIDDLETOWN, OH 45042 (513) 424-6300 X15 PMILLER@SFADVISORSINC.COM MICHAEL MOLONEY CFP® SS+D Financial, LLC 1900 KETTERING TOWER 40 N MAIN ST DAYTON, OH 45423 (937) 222-2055 MMOLONEY@SSDLAW.COM PATRICK MORAN Morgan Stanley 4380 BUCKEYE LANE BEAVERCREEK, OH 45440 (937) 431-7842 PATRICK.M.MORAN@MORGANSTANLEY.COM MICHAEL MULHERN Lincoln Financial MIKE.MULHERN@LFG.COM CRAIG MULLENBROCK CFP®, CDFA FINANCIAL ADVISOR Mullenbrock & Assocs, a financial advisory practice of Ameriprise Financial 228 W ASH ST PO BOX 312 PIQUA, OH 45356 (937) 773-8500 CRAIG.W.MULLENBROCK@AMPF.COM JEFF MUMPER CFP® FINANCIAL ADVISOR Ameriprise Financial Services, Inc 9545 KENWOOD RD STE 200 CINCINNATI, OH 45242-6100 (513) 792-8025 JEMUMPER@AMPF.COM SHAUN NICHOLSON CFP®, CASL®, APMA SENIOR VICE PRESIDENT UBS Financial Services 110 N MAIN ST STE 1600 DAYTON, OH 45402 (937) 226-6562 SHAUN.NICHOLSON@UBS.COM
FRANCIS NIEHAUS JD, CFP® Niehaus Financial Services, LLC 4820 GLENWAY AVE CINCINNATI, OH 45238 (513) 471-9600 FRANN@NIEHAUS-FINANCIAL.COM HENRIETTA NYE CFP®, CLU, CHFC, CPCU, PRESIDENT Keir Educational Resources 4785 EMERALD WAY MIDDLETOWN, OH 45044-8111 (513) 422-4860 X103 HNYE@KEIRSUCCESS.COM MALOTT NYHART CFP®, CEBS DIVISIONAL PRESIDENT Great American Financial Resources 301 E 4TH ST 12TH FLOOR CINCINNATI, OH 45202-4257 (513) 357-3308 MNYHART@GAFRI.COM JASON O’DELL MS OJM Group, LLC 8044 MONTGOMERY RD STE 440 CINCINNATI, OH 45236 (513) 791-7525 ODELL@OJMGROUP.COM CHRISTOPHER OBERHOLZER CFP® FINANCIAL PLANNER Wealth Dimensions Group, Ltd 11300 CORNELL PARK DR STE 300 CINCINNATI, OH 45242-1830 (513) 554-6000 COBERHOLZER@WEALTHDIMENSIONS.COM JAMES OLIGER CFP® Wealthquest Corporation 50 E BUSINESS WAY SUITE 120 CINCINNATI, OH 45241-2397 (513) 530-9700 JAMES@WQCORP.COM ALLEN OSGOOD, JR., CFP® PRESIDENT Financial Freedom, LLC 8044 MONTGOMERY RD, SUITE 700 CINCINNATI, OH 45236 AAO@FINFREE.COM JEFFREY PAAS CFP® Seeskin Paas Blackburn & Costandi PO BOX 37959 CINCINNATI, OH 45222 (513) 761-2860 JEFF.PAAS@SPBCO.COM REBECCA PACE CPA, PFS PERSONAL TAX MANAGER Orcutt & Company 936 OLD 28 MILFORD, OH 45150 513-576-1989 REBECCA@ORCUTTFINANCIAL.COM ALOK PATEL GE 8332 LANDMARK CT APT 101 WEST CHESTER, OH 45069 ALOK.PATEL1@GMAIL.COM
Financial & Charitable Giving
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