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Toledo AreaLeading Financial AdvisorsLeading Financial Advisors is a resourcebeing provided to Toledo Business Journaland Development News readers.approximately 35 miles around Toledo. Weare interested in expanding this geographywith time.We have worked to indentify financialadvisors in our area with the highest levelsof assets under management (AUM*). At thiscurrent stage, financial advisors are includedfrom a geographical area with a radius ofInformation from public records filings, thirdparty industry sources, and area financialadvisory firms has been used in this effort.We are continuing to learn about registeredfinancial advisors that may qualify forinclusion who have high levels of assetsunder management. We seek informationfrom area professionals that will assist theseefforts.* AUM is reached by investment advisory assets orbrokerage assets or both combined, confirmed throughindividual advisors and firm representatives.Financial Advisory FirmsAlan B. Lancz & Associates, Inc.ToledoEdward JonesMultiple OfficesMorgan Stanley Wealth ManagementToledo, PerrysburgPremier Wealth Management GroupToledoThe Ashley GroupMaumee, SanduskyEquity Planning GroupToledoMunn Wealth ManagementMaumeeProspera Financial ServicesMaumeeAmeritas Investment Corp.PerrysburgFidelity InvestmentsAnn ArborPNC Investments, LLCToledoRaymond James Financial ServicesMultiple OfficesBairdMaumeeFifth Third Securities, Inc.ToledoBerthel, Fisher & Co. Financial Services,Inc.ToledoFirst Federal Bank Wealth ManagementMultiple OfficesBollin Wealth Management, LLCPerrysburgCamelot Portfolios, LLCMaumeeCapital Management Strategies, LLCToledoCetera Advisors, LLCToledoCharles SchwabPerrysburgCitizen Advisory GroupPerrysburgCitizens Wealth Management GroupBluff ton, Bowling Green, ToledoCitizens SecuritiesToledoCLAToledoCreative Financial PartnersPerrysburgCroghan Trust & Investment ServicesFremont, MaumeeDBR&Co.ToledoFourth Dimension Financial GroupPerrysburgGarrison Financial, LLCToledoHantz Financial Services, Inc.MaumeeHartmann & AssociatesToledoHeritage Financial Advisors, LLCWatervilleHuntington Financial AdvisorsToledo, Perrysburg, RossfordIndicator Advisory Corp.ToledoInformative Financial ServicesToledoKersten Wealth Management GroupPerrysburgKMG Fiduciary Partners, LLCToledoMcDonald Partners, LLCToledo, Ann ArborMerrill LynchToledo, Perrysburg, Findlay

WEALTH MANAGEMENT14 · TOLEDO BUSINESS JOURNAL · APRIL 2019Savage & Associates, Inc.Toledo, Bowling Green, FindlayStrategic Investment AdvisorsSylvaniaVantage FinancialToledoSkotynsky Financial Group, LLCPerrysburgTDC Investment AdvisoryMaumeeWeber Clark, LTDSylvaniaSkylight Financial GroupToledo, Maumee, SylvaniaTouchstone Wealth PartnersSylvaniaWells Fargo Advisors Financial NetworkMaumeeRehmann FinancialToledoSeegert & Seegert Financial AdvisorsMonroeTransamerica Financial AdvisorsMaumeeWells Fargo Advisors, LLCToledo, PerrysburgRetirement Group, LPLToledoStanding Firm FinancialBowling GreenUBS Financial Services, Inc.Toledo, SylvaniaRetirement Guys Formula, LLCMaumeeState BankToledo, Defiance, FindlayTreece Investment Advisory Corp.ToledoLeading Area Financial Advisors / Certified Financial Planners Paul Abendroth, AIF DBR&Co.Nolan BakerThe Retirement Guys Formula, LLCDeborah S. Boisselle, LPL Citizens Wealth Management GroupBruce Deboer, CLU , ChFC , CLTC Skylight Financial GroupSandra M. Adam, CFP , CRPC Merrill LynchCharles Robert BennettWells Fargo Advisors Financial NetworkPhillip Bollin, CFP Bollin Wealth Mgmt, LLCCleves R. Delp, ChFC TDC Investment AdvisoryAnthony Thomas AdamshickMerrill LynchDavid Bodner, ChFC , CLU , CLTC Skylight Financial GroupThomas Gerard BriggsRaymond James Financial ServicesMatthew Detrick, ChFC , CPPC Merrill LynchChristopher Thomas AnteauBerthel, Fisher & Co. Financial Services, Inc.Donna Bogan, CLU , ChFC , CRPC Hartmann & AssociatesScott Brown, MBAMorgan Stanley Wealth ManagementBradford G. DolginUBS Financial Services, Inc.David Anzicek, CFP J.P. Morgan Securities, LLCRichard Todd BohnRaymond James Financial ServicesScott Matthew Brown, CFP , AAMS Edward JonesMichael (Mic) Donahue, AAMS , CRCP , CPFA Merrill LynchJames Michael AubryWells Fargo Advisors, LLCBrian Boisselle, LPL Citizens Wealth Management GroupChristopher Basil BrzuchalskiPNC Investments, LLCChris Egli, CRC First Federal Bank Wealth ManagementJeff BucherCitizen Advisory GroupKevin Bucher, RICP Citizen Advisory GroupMichael BuganskiSkylight Financial GroupShawn Michael BurkeWells Fargo Advisors, LLCRobert James BuschurWells Fargo Advisors, LLCJohn Campbell, CLU , ChFC , CFP , AIF Savage & Associates, Inc.Mark ClairThe Retirement Guys Formula, LLCDavid Clarke, CLU , ChFC , CFBS Skylight Financial GroupKevin J. ClingamanHuntington Financial AdvisorsRick L. CockeUBS Financial Services, Inc.Michael Raymond CrepsMerrill LynchTimothy Robert CroakCreative Financial PartnersMark Alan DarahMerrill LynchMatthew Darah, CPFA Merrill LynchChris Egli CRC First Federal BankToledo Metro Area419-794-5007cegli@moneyconcepts.comSecurities offered through Money Concepts Capital Corp. Member FINRA/SIPC.First Federal Wealth Management is an independent firm not affiliated withMoney Concepts Capital Corp. Not FDIC Insured. Not a Deposit. May Lose Value.Not Guaranteed by the bank. Not Insured by Any Federal Government Agency.Jason ElchertSavage & Associates, Inc.Earl B. Emery, CFP Cetera Advisors, LLCShane Ewbank, CPWA , CRPC , CRPS Merrill LynchAlan FadelMorgan Stanley Wealth ManagementDan Finkel, CFP , AIF Savage & Associates, Inc.Craig D. Findley, CPWA Touchstone Wealth PartnersBrady Fineske, CFP TDC Investment AdvisoryMichael Ray FosterWells Fargo Advisors, LLCRobert Matheson Fox III, CRPS , CRPC , CFP Morgan Stanley Wealth ManagementBrian J. Funkhouser, CRPS , CRPC Touchstone Wealth Partners

Jim Herrick, CFP TDC Investment AdvisoryMark HetrickWells Fargo Advisors, LLCDavid HimichMorgan Stanley Wealth ManagementChris Jakyma,JD, CTFA , AEP Chief Wealth Management OfficerState Bank419.785.3644Kathy Kawczynski, CLU , ChFC , CFBS , CLTC Skylight Financial GroupMerel KeckWells Fargo Advisors, LLCRyan Phillip KelleyThe Retirement Group, LPLThomas J. GagnetTouchstone Wealth PartnersDavid Richard HollingerWells Fargo Advisors, LLCChris.Jakyma@YourStateBank.comMike KelsoCroghan Trust & Investment ServicesNeil C. GarrisonGarrison Financial, LLCCarleton “Holly” HollisterSavage & Associates, Inc.Not FDIC insured. May lose value. Not financialinstitution guaranteed. Not a deposit. Notinsured by any federal government agency.Brad KerstenKersten Wealth Management GroupNathan David GeislerMerrill LynchMichael HollyCharles SchwabTroy A. GreeleyWells Fargo Advisors, LLCRichard Gum Jr., CFP Morgan Stanley Wealth ManagementMarcus William JonesWells Fargo Advisors, LLCMichael HollyJerry Hahn, CFP BairdIndependent Branch Leaderand Financial ConsultantPerrysburg Independent BranchJames Carl HappMerrill LynchCharles SchwabAnn Hartmann, MBA, AEP , CLU , ChFC Lincoln Financial Advisors Corp.Holly Christine JensenProspera FinancialPhilip Johnson, CLU Savage & Associates, Inc.Wendy Lamberg GreeleyMerrill Lynch01-3832 2019 CliftonLarsonAllen LLPChris Jakyma, JD, CTFA , AEP State Bank567-336-9090419-266-4635 Cellschwab.com/perrysburgChris Heerdegen, CFBS Skylight Financial Group 2019 Charles Schwab & Co., Inc. (“Schwab”) All rights reserved.Member SIPC. MWD100390-12 (0817-73TX) ADP98813-00 (3/18)Dick Herrick, CLU , ChFC TDC Investment AdvisoryCharles Ide IIMorgan Stanley Wealth ManagementCraig JosephEquity Planning GroupBill KanarySavage & Associates, Inc.Russell A. Karban, CFP , ChFC , AIF Savage & Associates, Inc.David Kaser, CFP KMG Fiduciary Partners, LLCRick Kaser, CFP KMG Fiduciary Partners, LLCWorking with a team lightens the load.Together we perform better.WEALTH ADVISORY OUTSOURCINGAUDIT, TAX, AND CONSULTING419-244-3711 CLAconnect.com*OWFTUNFOU BEWJTPSZ TFSWJDFT BSF PŢFSFE UISPVHI CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registeredinvestment advisorBrett R. KinzelUBS Financial Services, Inc.Mark KlopfensteinStrategic Investment AdvisorsBob Kneisley, RIA , CEOIndicator Advisory Corp.Crystal K. Lagger, CFP Wells Fargo Advisors, LLCAlan LanczAlan B. Lancz & Associates, Inc.Raj C. Laungani, MBA, CFP The Ashley GroupGary LeSage, AIF Savage & Associates, Inc.Jeffrey Peter LevesqueMerrill LynchRobert S. LoebTouchstone Wealth Partners

16 · Toledo Business Journal · April 2019Maher Joseph MajdalaniMorgan StanleyMonica Malhoit, CFP UBS Financial Services, Inc.Aaron MechlingKMG Fiduciary Partners, LLCJames J. PoreaTouchstone Wealth PartnersBob Ruff, ChFC Skylight Financial GroupJohn V. Melick IIIBairdAllan Michael PoturalskiMorgan Stanley Wealth ManagementJoel RuppMorgan Stanley Wealth ManagementPhilip Alan MendelMorgan Stanley Wealth ManagementChaz Price, CFP TDC Investment AdvisoryJames P. SampsonUBS Financial Services, Inc.Patrick John MollenkampMerrill LynchJim PrisbyMorgan Stanley Wealth ManagementMary Ann SanfordMorgan Stanley Wealth ManagementTyson A. MooreTransamerica Financial AdvisorsDavid QuinnWells Fargo Advisors, LLCCharlotte SargeantHeritage Financial Advisors, LLCDarren T. MunnCamelot Portfolios, LLCJane Marie Rahe, MBAFifth Third Securities, Inc.Michael SassamanCapital Mgmt Strategies, LLCDavid Munn, CFP Munn Wealth ManagementDouglas James RechtinePremier Wealth Management GroupKelly Savage, AIF Savage & Associates, Inc.Patrick R. MurrayUBS Financial Services, Inc.Robert W. RetzloffTouchstone Wealth PartnersSean Savage, ChFC , AIF , CLU Savage & Associates, Inc.Philip NobleMorgan Stanley Wealth ManagementStanley Clyde RiggsStanding Firm FinancialJennifer ScroggsFirst Federal Bank Wealth ManagementMichael NusbaumPremier Wealth Management GroupDeborah Ann Robinson, CFP Edward JonesLee W. OdegaardEdward JonesJoshua Rochon, CFP Fourth Dimension Financial GroupDuane C. OhlyUBS Financial Services, Inc.Cynthia S. Roepke, CFP , CAP Fifth Third Securities, Inc.Dan Peffley, CLTC , CFS Premier Wealth Management GroupMickey Rosenberg, CLU , ChFC , AIF Savage & Associates, Inc.Peter Weist PharisMerrill LynchEdward L. RothRaymond James Financial ServicesRita Mansour, CPWA McDonald Partners, LLCJohn MayerMorgan Stanley Wealth ManagementStephen MayorMorgan Stanley Wealth ManagementDevon Frances McArdleMcDonald Partners, LLCMichael McCulloughUBS Financial Services, INCSean Joseph McGheeBerthel, Fisher & Co. Financial Services, Inc.Daniel Michael McHughMerrill LynchTyler R. McKean, AWMA Touchstone Wealth PartnersAre youasking enoughquestionsabout the wayyour wealthis managed?Jennifer ScroggsFirst Federal BankWealth Management419-783-1059jscroggs@first-fed.comNot FDIC Insured. Not a Deposit. May Lose Value. Not Guaranteedby the bank. Not Insured by Any Federal Government AgencyMichael HollyIndependent Branch Leaderand Financial ConsultantPerrysburg Independent Branch4195 Chappel DrivePerrysburg, OH 43551(567) 336-9090 / (419) 266-4635 Cellschwab.com/perrysburgIn life, you question everything. The same should be true when it comes to managing yourwealth. Do you know what your broker is basing their recommendations on? Do they standby their word? Do you know how much you’re paying in fees? And how those fees affectyour returns? Ask your broker, and if you don’t like their answers, ask againat Schwab. We think you’ll like what our Financial Consultants have to say.Talk to us today about a more modern approach to investing. 2018 Charles Schwab & Co., Inc. (“Schwab”) All rights reserved.Member SIPC. MWD100390-12 (0817-73TX) ADP98813-00 (3/18)