Advisor Team Select a Location Alexandria, VA Altoona, PA Bakersfield, CA Beachwood, OH Bowling Green, OH Bridgeport, WV Buffalo, NY Charleston, SC Charlotte, NC Chicago, IL Cincinatti, OH Cleveland, OH Columbus, OH Coral Springs, FL Dayton, OH Dayton, OH El Paso, TX Findlay, OH Frederick, MD Fulshear, TX Houston Houston, TX Las Vegas, NV Lawrenceville, GA North Canton, OH Oak Brook, IL OH OH Park City, UT Salt Lake City, UT Spring, TX Stow, OH Tampa, FL The Woodlands, TX Toledo, OH TX Virginia Beach, VA Westchester, NY Westlake Village, CA Yardley, PA John D. Jaicks RICP®, ChFC® S3 Retirement Planning Bruce Greenwald Co-Founder OneSeven Managing Director Rosehaven Family Office Morgan Lemaitre CFP® Founder & Owner of Park City Wealth Advisors