Brecek & Young Financial Services
Cincinnati, OH
Jay Moretti, S. David Dinn, Michele Schumacher
Faith Financial Advisors, Inc
Loveland, OH
Elisabeth Ball, Matt Mithoefer,
Sandra Faith Hall,
Tyler Hewitt, Kelly Frey, Theresa Carlin
Mason Alexander, CFP
Cincinnati, OH
Mason Alexander
Mason is born and raised in Cincinnati, OH. He lives in Mt. Lookout with his wife Kendra and their dog and two cats. Mason graduated from the University of Cincinnati with a business degree in 2000. He has been a licensed financial advisor since 2001 with 7, 24, and 62 securities licenses, plus an Ohio insurance license and holds a Certified Financial Planner™ designation since 2013. He joined Securities America in October 2021.
Mason has been serving the financial needs of families for more than twenty years. His passion is serving his clients and achieving their goals.
In his personal time, he travels with his wife Kendra, plays baseball, and is an avid runner.
Hallmark Wealth Planning
Beavercreek, OH
Jason Hallmark
Originally from Western New York, a Bachelor of Science graduate of the Rochester Institute of Technology and a Masters of Business Administration from Wright State University. Lives in Xenia, OH with my wife Lori. Avid baseball and hockey fan. My interests include travel, art and photography, gardening, and reading.
Website: www.hallmarkwealthplanning.com
Peter Mack, CPA
Batesville, IN
Peter Mack
The Mack Group
Pete Mack lives and has an office in Batesville, Indiana. He is a CPA/PFS and a CFP Professional. The CPA/PFS brings together the powerful combination of extensive tax expertise and a comprehensive knowledge of financial planning. Pete has used his financial skills to transform client's lives for over 30 years. Prior to starting his own practice, Pete was the Vice President of a five partner CPA firm.
Richard Martin, CLU, ChFC
Cincinnati, OH
Rich Martin
Rich is a life-long Cincinnatian, graduating from McNicholas High School and the University of Cincinnati College of Business. He entered the industry in 1993 wholesaling individual disability, life and group insurance policies for Paul Revere, Pacific Life and Guarantee Life. As a second generation planner he moved to the retail side of the industry in 2000. Rich’s focus is on retirement income planning and distribution strategies. He holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College along with a BBA from the University of Cincinnati.
Rich lives in the Anderson area. When not helping clients achieve their goals. Rich stays busy keeping up with 4 kids and enjoying time on 2-wheels, both pedal and motorized.