Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $45 billion in assets under advisement. Meeder’s advisory and product suite is driven by our founding principle: provide investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, energetic, and want to make an impact on a thriving firm.

Everhart Advisors is a financial advisory firm specializing in corporate retirement plan consulting and wealth management for individuals. Our firm is founded on integrity, passion and delivering the best possible outcomes for clients. Everhart Advisors offers 401(k) plan consulting, wealth management and tax planning with offices in Columbus and Dayton, Ohio, and Fort Myers, Florida. For more information regarding our awards and recognitions visit: https://everhartadvisors.com/about-us/awards-and-recognitions/ Everhart Advisors is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Everhart Advisors and its representatives are properly licensed or exempt from licensure. 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. Everhart Advisors does not endorse, authorize or sponsor third party content, services, products or information. As a registered investment advisory firm, we are restricted from posting any form of testimonial related to our investment advisory services. Thus, LinkedIn recommendations and endorsements must be disabled. Everhart Advisors does not provide tax or legal advice. Posted comments may not be those of Everhart Advisors. Posted comments may not be representative of the experience of clients and do not indicate future performance or success. Everhart Advisors do not solicit investment advisory endorsements via wall comments or the “like” function.

Pinnacle’s mission is to provide our client and their families with comprehensive, fee-only wealth management utilizing the highest degree of service, professionalism, honesty and integrity. Pinnacle, acting as a fiduciary, strives to deliver these wealth management programs with the goal of creating significant and positive change in the personal and financial lives of each client. Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.

Primary Financial is a financial cooperative owned by the nation’s corporate credit unions who in turn are owned by the majority of all 4,800+ credit unions nationally. Because of the inherent relationship we have with credit unions, no CD broker, underwriter or rate service can work with as many credit unions as Primary Financial. If a financial institution wants to raise CDs from credit unions or be in the credit union market, you need to create a relationship with Primary Financial.

Through careful listening and diligent fund management, we provide individuals and families expert, objective financial advice to build wealth and help ensure their future financial freedom and security. At Keeler & Nadler, we listen more than we talk. We listen to your hopes, your dreams, and your concerns to help you sketch out a vision for your ideal future. We give direction and meaning to your financial decisions, educating where necessary, all in an effort to help make your vision a reality. The decisions you make today can have a lasting impact on your family and community for generations to come. Our goal is to help you plan, invest, protect and live with purpose. Call us today for a free consultation and take the first step towards reaching your vision.

Advanced Asset Management Advisors (AAMA) is an independent, fee-based investing firm that builds and maintains portfolios through fundamental market pricing and sector valuation. Established to provide clients with high-quality and fully supported investment options, AAMA pairs its disciplined investment strategy with a partnership service experience—built around senior stakeholder accessibility and transparency. AAMA is uniquely positioned to support consistently positive investment experiences. Through selective distribution channels, a deeply experienced investment team—with more than 120 years of combined portfolio management experience, and a long-standing ‘quality-over-quantity' focus, AAMA provides high levels of care to each client it serves.

Investment advisory and management for individuals of personal and retirement accounts; assist clients with retirement independence analysis.

Registered client service specialist and administrative support for Managing Principal.

-Researched equity/bond markets, rebalanced 50+ portfolios, analyzed securities forportfolio model, attended client meetings and networking events-Extensively used ThinkOrSwim, Schwab Advisor Center, Black Diamond, Office, CRMsoftware

Hixon Zuercher Capital Management is a fee-only investment management boutique located in Findlay, Ohio. We provide professional investment management solutions to a select group of individuals, families, business owners, and foundations. Please visit our website at hzcapital.com to learn more about our company.

A trusted advisor. At Resolute, this is who we are. We achieve our clients’ trust not just in the scrutiny that we place on each customized plan, but in the deep expertise and client engagement that we offer. It is our goal to construct a wealth management plan that provides our clients confidence in and ownership of their respective financial futures. Mutual respect is the foundation of our advisory relationship and the springboard for adding value, not just to our clients’ portfolios, but to their lives. We appreciate each client’s story and aspirations, their challenges and concerns, and build a mutual commitment to achieving their goals. We instill confidence by providing our clients transparency and reliability via sophisticated portfolio access and strategy input. We understand that our clients’ needs and aspirations evolve. We evolve with them. Every plan is structured in the root of a client’s priorities and customized toward their individual goals while remaining flexible enough to grow with the client.

Temporary job as an assistant, ensuring the confidence of clients information, handling paperwork, scanning and transfer personal data on a secured network, printers and computers repair.