Summit Financial Strategies isn’t your typical financial planning firm. Everything you are used to—from fees to philosophy—is fundamentally different. We’re loyal to just one goal: Yours. That’s how we take you from now to next. From the beginning, Summit Financial Strategies has been all about relationships. We form lifelong partnerships with our clients and often work with the whole family. Your team—which includes your personal advisor as well as additional Summit Financial associates—is dedicated to helping you reach your financial goals. From our beginnings in Columbus, Ohio in 1995 with just two associates, we have grown to over 20 associates and staff members, and work with clients across the country. We believe we are fundamentally different from other financial planning firms and our independent freedom to recommend the right strategies for your financial goals is just the beginning.

White Oak Partners is an experienced owner-operator specializing in institutional-quality multifamily housing. Based in Columbus, Ohio, White Oak has acquired over 18,500 multifamily units, with a market value of $4.3 billion, since inception under the direction of its leadership team, which averages over 25 years of experience. White Oak builds on the track record of its Founder, Michael J. Menzer, who owned and managed approximately 100,000 multifamily units in 47 states while building his prior multifamily firm, Paramount Financial Group, from 1987-2004. Investment strategies generally target core-plus and value-add multifamily communities in desirable suburban and infill locations of large secondary U.S. metropolitan statistical areas that have resilient economies and magnetic growth potential. Disclaimer: White Oak Partners does not approve or endorse any third party communications posted on their site.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Hall Financial Advisors, LLC is a separate entity from WFAFN.

JOIN OUR TEAM WE ARE ALWAYS SEARCHING FOR TOP TALENT We are a local integrated portfolio of payment processing, risk management, and recovery solutions for merchant organizations of all sizes. The payment processing and risk management businesses drive synergistic growth in the check recovery business. The company also works with its sales channel to source specialty debt for collection to enhance its profitability. Whether we are partnering with our clients to configure payment acceptance solutions, helping them to mitigate risk and exposure to fraudulent payments, or employing recovery strategies to recover more of their money than other services offer, one thing is constant - we are providing solutions that get results. Our success is a result of working alongside our clients to identify their problems and resolve them with the right solutions. While each client situation has its unique challenges, our understanding of the industries we serve as well as our access to and knowledge of the tools, means we can quickly identify the issues and configure the most efficient and effective solution. Our solutions don't imply a one-size-fits-all approach. Rather these are the common challenges we regularly face, which prompt us to go about building solutions that meet the needs of our clients.

We build retirement plans our clients can understand. Our clients have worked hard. We create financial strategies to turn their retirement hopes into a reality.

Commonwealth Financial Services (CFS) is an independent wealth management firm which provides financial, investment, and retirement preparation strategies through innovative planning to fit our clients'​ goals, lifestyles, and budgets. After taking into account your specific goals, we develop a customized financial strategy and plan. This plan is designed with the objective to help advance your investments when opportunities are found and strives to preserve these investments when the environment requires caution. We believe our clients have "confidence because of the plan,"​ and that is exactly what we strive to offer each and every client we serve. Advisory Services offered through Commonwealth Financial Services. Please see our website at www.cfswv.com for additional information and disclosure. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. www.sipc.org Branch Locations: 585 College Parkway Parkersburg, WV 26104 21 Warden Run Road, Suite 201 Wheeling, WV 26003 507 Richland Ave, Suite 203C Athens, OH 45701 166 S Main Street Woodsfield, OH 43793 512 3rd Street Marietta, OH 45750

At Peak Retirement Planning, Inc. we specialize in helping those in or near retirement who have been diligent savers by following our 5 Pillar approach. This approach is comprehensive and consists of: Tax Planning - Our goal is to help our clients pay the lowest lifetime tax bill. This is the foundation to planning as taxes could be your biggest expense in retirement. Investment Planning - We help our clients maximize growth and protection by managing their investments. Many of our clients are looking to take less risk at this point in their life so we build investment plans to meet their goals. Income Planning - We help our clients decide when to take social security and structure their investments in a way to provide ongoing income in retirement. Healthcare Planning - We help our clients plan for Medicare and Long Term Care. Estate Planning - We work with an estate planning attourney at our office to ensure our clients have the correct legal documents in place. We help our clients transfer wealth in tax efficient ways to beneficiaries.

DEDICATED TO YOU. rebel Financial is a Registered Investment Advisor (RIA), an expert that provides financial planning, financial advice, and asset management services to its clients. Offering tiers of services, clients can choose financial planning packages based upon their needs and price range. rebel Financial operates as an independent, fee-only, fiduciary firm that is dedicated in providing value to financial planning. rebel offers its services to the Columbus, Ohio region and also surrounding states. Founded in 2013 by Phil Ratcliff, rebel Financial is designed to serve its clients'​ interests before those of large corporate entities. rebel has worked diligently to reduce bureaucracy, increase efficiency, and limit conflicts of interest. 15% of rebel Financial's profits go to Phil's upcoming non-profit, The rebel Financial Foundation to help fund government scientific and health research.

Spirit Services Co has been providing uniform rentals, cleaning supplies, corporate apparel and promotional products since 1934. We also provide mat, towel, absorbent and restroom services, plus corporate apparel, custom apparel and promotional products. Facebook: https://www.facebook.com/getspirit Instagram: https://www.instagram.com/spiritservicesco #KeepTheSpirit

The professionals on our team offer comprehensive financial planning and wealth management services catering to the needs of closely held and privately held businesses and professional practices.

At North Bend Wealth Management, we are committed to your financial welfare. We take a holistic approach, tying your financial objectives directly to your life goals. We strive to utilize all of our available resources to help you pursue your goals. Our energy, commitment and efforts are focused on you, the client. We are committed to being valued members of your team of professional advisors who bring a comprehensive, well-thought-out plan. Life takes us down different paths, and each path requires a different strategy. Our clients receive our undivided attention—from planning to implementation and staying in touch. We take a holistic approach when developing your plan so that you are prepared throughout the twists and turns of life. Everyone encounters challenges along the way, but we work hard to anticipate and address those situations as they arise. We want to keep you on track and strive to protect your financial welfare. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit: http://www.NorthBendWealth.com Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. https://www.finra.org, https://www.sipc.org/

Updated and recorded 500 client annuity contracts and prepared data entries through Microsoft Office softwarePrepared and executed business plan for software transition from TD Ameritrade to Charles Schwab via Schwab AllianceShadowed and worked with investing officers and financial staff wealth advisors and learned general practices including trading and asset allocation