DANIEL T. AUSTRIA AND ASSOCIATES is an investment banking company based out of 4044 N EMERALD CT, Beavercreek, Ohio, United States.

SMITH, MOSES & COMPANY, LLC is a financial services company based out of 2149 NORTH FAIRFIELD RD., BEAVERCREEK, Ohio, United States.

KEIDAN FINANCIAL CONSULTANTS, LLC is a financial services company based out of 400 SOUTH FIFTH STREET, COLUMBUS, Ohio, United States.

At Rightwealth Advisors, our mission is to help our clients succeed financially. For us, it’s a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and knowledge, and an uncompromising dedication to its clients. We partner with Raymond James and Cantella & Co., Inc. to provide our clients with top-quality investment advice and services. Our team has more than 30 years of experience with high net worth clients in the Cincinnati and Dayton, Ohio areas, including the fast-growing communities of Beavercreek, Blue Ash, Centerville, Clearcreek Township, Lebanon, Mason, Montgomery, Oakwood, Springboro, West Chester, and Washington Township. We share helpful information about topics such as saving for retirement, estate planning and other ways to achieve your financial goals on our website at www.rightwa.com. We invite you take advantage of this resource and visit us often. Or call us today. We’re ready to earn your trust. Please refer to our website for a list of states in which we are registered to conduct business. Advisory Services offered through Rightwealth Advisors, LLC. Securities offered through Cantella & Co., Inc., Member FINRA/SIPC. Social media networks are independent organizations and are not affiliated with Cantella & Co., Inc in any way. Views expressed in these posts are the current opinion of the author, but not necessarily those of Rightwealth Advisors, LLC, Cantella & Co., Inc. or your financial advisor. The author’s opinions are subject to change without notice. The information contained was received from sources believed to be reliable, but accuracy is not guaranteed.

Jessup Wealth Management is a Dayton-based boutique investment firm that proudly serves clients in all parts of the United States. Jessup's mission is to grow our client's net worth through detailed planning, insightful strategies, timely execution and active portfolio management. The cornerstone of our philosophy is that there are 3 major segments in your life that your plan should take into consideration: Family, Finance and Future. Any plan we conceive with you will address these key issues because balance is a key component to any successful plan. Jessup Wealth Management is an enterprise practice that offers specialized, cost-efficient wealth services. We are full-spectrum and manage everything in-house for the best value and service we can offer. Jessup Wealth Management, 35 Park Avenue, Dayton, OH 45419. (937)938-9105 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

Worked at a distinguished and independent wealth management firm in Arizona, mentored by a seasoned CFP and full advisory staff. Embraced a dynamic learning environment, honing expertise in market analysis, as well as utilizing technical and fundamental tools to review and research market trends. Contributions included generating insightful ETF and Morningstar reports, aiding in portfolio review preparations, updating client annuity reports, and specific market research. Active participation in client and business meetings, gaining invaluable real-world insights and positioning for a successful future in the finance industry.

At Faith Financial Advisors our mission is to impact families by helping them make wise financial decisions which enable them to "Live Life Generously!". Founded in 1993, we know there isn't such a thing as a one-size-fits-all approach to your finances. Each of our clients has a unique story. The team at Faith Financial takes the time to listen and understand not just your finances, but your complete circumstances. We are blessed to serve multi-generations of families, we're proud to offer a wide-range of services that can be tailored to your particular needs. We'd love to hear from you. (513) 644-3238 or visit our website: www.faithfinancialadvisorsinc.com Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Faith Financial Advisors, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osiac Wealth does not provide tax or legal advice. Faith Financial Advisors Inc. does not provide tax or legal advice. Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. This communication is strictly intended for individuals residing in the state(s) of AL, CA, FL, GA, IL, IN, KY, MN, MT, NJ, NM, NY, OH, PA, TN, TX, UT, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

• Updated client investment portfolios using Excel database • Created and marketed a Facebook web page for firm • Maintained electronic and paper client files

I worked for Jack Bowman and Alfredo Sandoval. They both previously worked for Merill Lynch and decided to start their own company. They have clients all over the United States and Alfredo's office is based out of California. I had a marketing internship over the summer. My basic tasks were to design an ad for the Centerville Sports Program, redesign a financial portfolio to present to clients or potential clients, and I did market research.

At Birchcreek Wealth Management we take pride in providing exceptional financial planning and investment management solutions. We draw on our expertise and experience to help clients establish a road map to meet their financial aspirations, for themselves and their families. We enjoy walking them through a process that results in relief from the stress and time commitment of financial planning and managing investments on their own, in turn enabling them to focus on other priorities such as spending time with loved ones, focusing on their health, and simply enjoying life. To show our commitment to putting our clients first, Birchcreek was founded to serve as a fiduciary in 100% of our client interactions. We are an independent, ‘fee-only’ registered investment advisor (RIA). Operating as a fiduciary legally and ethically requires an advisor to put your interests ahead of their own, and to act with prudence and loyalty. At Birchcreek, we will never accept a commission or kick-back from investment or insurance products. We only generate revenue through the predetermined advisory fee rate we agree upon in advance. This leads to: mitigated conflicts of interest lower overall costs broader availability of securities and funds the highest level of transparency around what you are paying a streamlined client experience through reduced paperwork and legal jargon Birchcreek is directly regulated by the Securities and Exchange Commission (“SEC”) an independent federal government agency responsible for protecting investors. To maintain our stance as independent and objective, we advise clients on assets which reside with trusted, highly-vetted custodian partners. For the majority of our clients, we have chosen Fidelity as custodian. Fidelity has more than 70 years of financial management experience, $7.8 Trillion of assets under administration, industry leading technology, and a reputation for integrity.

With over 20 years of experience, MBL Financial is a financial services firm in Midtown Manhattan that strives to create a sounder future for our clients. Working with individuals and companies across all industries, MBL provides holistic financial planning advice and services to address our client’s needs at all stages of life. We cover equity & income markets, alternative & structured products, financial planning, employer sponsored retirement plans, annuities, and all insurance lines across various states.

hpwealth.com / 614-225-9400 / 877-228-9515 "Aligning Life and Wealth for You and Your Family"​ We believe life transitions are inevitable, so it is our mission to help you make wise financial decisions BEFORE you face transition and WHILE you are in transition. Because emotions and stress tend to go hand-in-hand with these life transitions, we help you think clearly, analyze all your options, and avoid making decisions you may later regret. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Hyre Personal Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Please follow this link for additional disclosures: http://raymondjames.com/smicd.htm "Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.