Sit on the company Securities Selection Committee. Supervise and/or perform the day-to-day management of accounts including: transaction download, account reconciliation and review, cash balances, money movement trading and the implementation policy changes. Continuing communication with clients and business associates in reference to money movement, account information and maintenance. Creating and directing trades in reference to the above activities, as well as placing trades when necessary.

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

Underwriting applications, client interactions, helping clients with all their needs by servicing their accounts and requests.

Certified Financial Planner specializing in serving as a Certified Financial Planner(R) Professional to many, including those who have experienced a loss/separation/divorce, women entrepreneurs, and those in the FIRE Movement.

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

At Anderson Financial Strategies, we combine institutional-level portfolio management along with sophisticated financial planning into a boutique experience. By having independent ownership, our business is free from competing influences and can focus on putting our clients’ needs first. We embrace serving our clients as a fiduciary and are not afraid to put our recommendations in writing. As a client, you will be plugged into an “ecosystem” of financial advice that is designed to instill confidence about your financial position. If you would like to explore our services for your family or business, please call us at 855-237-4545 to schedule an executive briefing to discuss your goals. Advisory services offered through ANDERSON FINANCIAL STRATEGIES, LLC.

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.

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.

Helping individuals and families meet the goals that are most important to them.Sims Investment Management, LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Sims Investment Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements.Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Sims Investment Management, LLC does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.Third-party rankings and recognition are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

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

We specialize in financial advisory services that assist clients with making decisions about their financial future. Our knowledge and access to a wide array of investment products allows us to develop a portfolio that is specific to your goals and personal risk tolerance. As an independent investment service firm we can offer objective advice. At Cincinnati Investment Advisors, LLC we focus on tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. We can diagnose your individual financial condition, develop a strategy and work with you to implement your plan every step of the way. No matter where you are in your financial journey, we endeavor to take you to the next level.

There is too much noise and bad information & advice that can truly inhibit your ability to realize the American Dream. Our philosophy is Defense First because “offense” hasn’t been the answer since things have changed…and things have changed. At Libertas Wealth Management, it’s our belief that families and businesses alike cannot afford to experience another loss like they did in 2000-2002…or 2007-2009. Like any sport, we believe that an offense without defense is worthless. Most financial advisors cherry-pick the “latest, greatest” 10-year track record on a mutual fund portfolio and compare it to what you’re doing now, in an attempt to convince you that history will repeat itself. They’ll show you stock market charts, refer to historical epics in time, and tell you that “You haven’t lost anything unless you sell it. Just stay the course and you’ll be just fine.” At Libertas Wealth Management, we believe that while history can look a lot like today, we’re trudging thru unprecedented times…and unprecedented times require unprecedented action. What does this mean? It means that we don't implement a "set it and forget it"​ approach to your life savings that you have worked so hard to save up. It means that we don't leave your portfolios to be managed by chance. Our job isn’t to make you rich – it’s to keep you from getting poor. When your life savings is in question, it’s not good enough to make a profit…..you have to keep the profit, too.