STEWART - ZURAWSKI
DEAN STEWART CFP®, The Senior Financial Group 4243 HUNT RD STE 115 CINCINNATI, OH 45242 (513) 381-8888 SENIORFINANCIAL@ZOOMTOWN.COM SHARON TALLMAN CFP®, CDFA ™ PORTFOLIO MANAGER Johnson Investment Counsel, Inc. 3777 W FORK RD CINCINNATI, OH 45247 (513) 661-3100 X315 STALLMAN@JOHNSONINV.COM HEATHER SWOB CFP® Truepointe Inc. 4901 HUNT ROAD, SUITE 200 CINCINNATI, OH 45242 (513) 792-6648 H.SWOB@TRUEPOINTINC.COM ANDREW TAYLOR CFP® FINANCIAL CONSULTANT OJM Group 8044 MONTGOMERY RD STE 440 CINCINNATI, OH 45236 (513) 792-4287 ATAYLOR3480@HOTMAIL.COM BRIAN TEGTMEYER FINANCIAL PLANNER Financial Freedom, LLC 2661 COMMONS BLVD BEAVERCREEK, OH 45431 BRIAN@FINFREE.COM CHRISTINE TENBARGE CFP®, CHFC, CLU Tudor Financial 8111 TIMBERLODGE TRL DAYTON, OH 45458 (937) 439-9292 CTENBARGE@TUDORFINANCIAL.COM JONATHAN THORNBERRY CFP® Robert W. Baird & Co. Inc. 3805 EDWARDS ROAD SUITE 610 CINCINNATI, OH 45209 (513) 758-8450 JTHORNBERRY@RWBAIRD.COM RONALD TROYAN MANAGING DIRECTOR Trusted Advisors Investment Counsel LLC 11841 MASON MONTGOMERY RD SUITE A CINCINNATI, OH 45249-1748 (513) 469-7824 RTROYAN@TRUSTEDADVISORSIC.COM ANDREW VAN ERP BUSINESS DEVELOPMENT OFFICER Ameritas Investment Corp. 1876 WAYCROSS RD CINCINNATI, OH 45240 (513) 595-2106 AVANERP@AMERITAS.COM
CHARLES VAUGHAN CFP®, CRPC CHIEF RETIREMENT STRATEGIST THE RETIREMENT SOURCE® 8260 NORTHCREEK DRIVE SUITE 300 CINCINNATI, OH 45236 (513) 791-8899 CVAUGHAN@CROWNMAIL.NET BETH VERDOORN CPA, CFP® Dean Financial Services 3500 PENTAGON BLVD STE 200 BEAVERCREEK, OH 45431 (937) 225-3415 BJV@CHDEAN.COM WILLIAM WAGNER CFP®, CIMA SENIOR VICE PRESIDENT- INVESTMENTS Morgan Stanley Smith Barney 7755 MONTGOMERY RD STE 200 CINCINNATI, OH 45236 (513) 762-5320 WILLIAM.A.WAGNER@MSSB.COM BRIAN WALKER CPA, PFS, CFP® Goldshot, Lamb & Hobbs, Inc. 3066 KETTERING BLVD. DAYTON, OH 45439 (937) 297-3400 X 3104 BJW@GLHCPAS.COM COURTNEY WEBER CPA, CFP® Truepointe Inc. 4901 HUNT ROAD, SUITE 200 CINCINNATI, OH 45242 (513) 792-6648 C.WEBER@TRUEPOINTINC.COM CHRISTOPHER WHITE CFP® VICE PRESIDENT Key Private Bank 303 BROADWAY ST STE 1700 OH-18-30-1707 CINCINNNATI, OH 45202 (513) 830-1148 CHRIS.WHITE@KEY.COM APRIL WHITEHEAD CFP®, CHFC FINANCIAL ADVISOR Ameriprise Financial 7501 E PARAGON RD STE 201 DAYTON, OH 45459 (937) 401-5615 APRIL.WHITEHEAD@AMPF.COM
AMY WHITLATCH CFP®, CDFA(TM) 1050 DELTA AVE. SUITE 2000 CINCINNATI, OH 45208-3165 (513) 984-0200 ALW@AMYWHITLATCH.COM SCOTT WIESNER CPA, CFP® Blersch, Wiesner & Co. 3406 WERK RD CINCINNATI, OH 45211 (513) 661-8228 SCOTT@BWCOCPA.COM DAVID WILDER CFP®, MST, CTFA CHIEF INVESTMENT OFFICER & SENIOR ADVISOR Financial Management Group, Inc. 4665 CORNELL RD SUITE 160 CINCINNATI, OH 45241 (513) 984-6696 DAVE@FMGONLINE.COM MATTHEW WILEY, CRPS REGIONAL MARKETING DIRECTOR Creative Retirement Systems 8186 CAMARGO ROAD CINCINNATI, OH 45243 (513) 612-3021 MWILEY@CRS401K.COM WALTER WILSON CFP® Waddell & Reed, Inc. 625 EDEN PARK DR SUITE 450 CINCINNATI, OH 45202-6006 (513) 985-9430 WWILSON@WRADVISORS.COM THOMAS WINGO CFP® Queen City Finacial Advisors 105 E 4TH ST STE 800 CINCINNATI, OH 45202-4053 (513) 721-2513 THOMAS.WINGO@QUEENCITYADVISORS.COM DANIEL WOLODKIEWICZ CFP® PRESIDENT Pinnacle Financial Associates 3171 BEAVER VU DR STE A BEAVERCREEK, OH 45434 (937) 426-8332 DANWALLY36@WOH.RR.COM
CHIP WORKMAN CFP® LEAD ADVISOR The Asset Advisory Group 9200 MONTGOMERY ROAD CINCINNATI, OH 45242-4765 (513) 771-7222 CWORKMAN@TAAGINC.COM THOMAS ZALLA CFP®, PHD, CLU, CHFC 22 LAKE ST FORT WRIGHT, KY 41011 (859) 341-1558 TOMZALLA@GMAIL.COM BRAD ZAPP CFP®, CHFC, RFC, WMS Legacy Financial Advisors 117 E 4TH ST COVINGTON, KY 41011 (859) 655-5232 ZAPP@LEGACYFINANCIALADVISORS.COM TOM ZIENTEK CFP® Fidelity Investments 5792 SQUIRES GATE DR MASON, OH 45040 (800) 544-5230 X66717 TOM.ZIENTEK@FMR.COM STEPHEN ZORKO CFP® PRESIDENT Integrity Wealth Management, LLC 190 BARES RUN DR LOVELAND, OH 45140 (513) 289-6637 INFO@IWMCFP.NET KEITH ZURAWSKI 1149 ASCOT DR MAINEVILLE, OH 45039 (859) 386-3662 KZURAWSKI@SHOKER.COM
PLEASE ACCESS ADDITIONAL ARTICLES and our membership directory at www.fpacinti.org/forthepublic
Financial & Charitable Giving
FP 13