Ask Me Anything

Have a quick inquiry? Schedule a 20-minute Ask Me Anything virtual meeting with one of the advisors below!

José Chavez

Schedule Appointment

Randy Hein, CFP®

Schedule Appointment

Trenton Macke

Schedule Appointment

Ryan Antepenko, AIF®

Schedule Appointment

Nate Kosman, AIF®

Schedule Appointment

Ryan Grote, AIF®

Schedule Appointment

Anthony Cook

Schedule Appointment

John Maddrill,
CFP®, CLU®, LUTCf®

Schedule Appointment

OUR ACCOLADES

Check the background of this firm on FINRA’s BrokerCheck

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Cincinnati Best Places to work 2024, 10-24 employee category, recognition is determined by associate feedback through an anonymous survey conducted by Quantum Workplace, an independent research company. Nominees pay an entry fee to participate.

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.