My name is Vasili Zois and I am the Managing Partner, Wealth Advisor, and Chief Compliance Officer of Meritum Wealth Management, a Registered Investment Advisor (RIA) firm, based in Cincinnati, Ohio. Both of my parents have been in the financial services and insurance industries for over 40 years and I am continuing in their footsteps. 

Education and trustworthiness mean a lot to me, which is why I have taken the time to acquire and maintain the following professional designations, including Certified Financial Fiduciary®, Certified Tax Specialist™, and Certified Annuity Specialist®. 

Our firm offers investment management, retirement and financial planning, insurance planning, tax planning, and estate planning for individuals, families, business owners, and institutions. 

Steven Crane is a serial entrepreneur and United States Marine Corps veteran known for high-preformance coaching and helping people break into the next level of their life. He has 125+ professional certifications and licenses, countless executive education programs under his belt, and multiple degrees. 

As a veteran who ecperienced homlessness while transitioning out of the military, Steven has a proven track record of successfully building and running companies focused on supporting and advancing people's professional careers. His overall mission is conquering limiting beliefs, introducing a world of possibilities, and ensuring no warrior is left behind. 

Steven Crane is a highly-respected advocate of the veteran community, dedicating 2,500+ hours of mentorship and volunteer work and delivering over $2.5B in benefits to veterans around the world. His work has been featured at NBC, FOX, ABC, CBS, MarketWatch, Digital Journal, Daily Herald, USA Today, and Bezinga. 

After a successful career in customer service, including 11 years in international operations, Mark retired to pursue a lifelong goal of personal service in financial planning. Armed with a summa cum laude degree in Accounting, earned at Capital University, and a passion for investing, developed during his 9 years in the US Navy Submarine Service, Mark went on to obtain his FINRA Series 7, NASAA Series 66 securities licenses, as well as his Ohio Insurance license. 

Mark has also completed the course requirements established by the National Association of Certified Financial Fiduciaries. www.nationalCFFassociation.org. The NACFF’s mission is to develop a network of qualified professionals that strive to create a strong and safe environment where investors are assured that their bests interest always come first.

He is currently licensed to serve clients in Ohio, Indiana and Nevada. Where he specializes in asset allocation and portfolio management, and comprehensive financial planning for families and individuals. Mark is a representative of Securities America Inc, Member FINRA/SIPC and Securities America Advisors.

Archer Life Financial LLC mission is to serve our clients in all

areas of their financial needs including asset protection, tax planning

and investments. We call this “Complete Benefits of Ownership”

or C.B.O. Our primary focus is helping clients to protect

assets, qualify for state & federal benefits and preserve investment

funds with guaranteed* growth and income.

Jeff Archer, Certified Financial Fiduciary has been helping

his clients (Business Owners, Executives and Families) since 2001

with their retirement and protection planning. Jeff specializes in

strategies that teach people how to maximize all their assets and

build a retirement in a safe and tax-efficient manner. With all the

economic turmoil in the markets, the country and around the

world, it’s more important than ever to keep your wealth safe and

secure ... but growing.

Jeff and his wife Lisa have been married 27 years and have a 20

years old son in college. Jeff Archer, CFF graduated from Bowling

Green State University. Jeff is surrounded by friends around the

country from his Singing Barbershop experiences since the mid

80’s and eventually being honored with the silver Medal (2nd place

in the World) in 2001 at the International Harmony Society Quartet

Competition in Nashville. Now a Donor and former member of the

Barbershop Harmony Society.

Jeff’s mission is to help clients avoid losing money in the Wall

Street Casino, protecting principal assets and develop final expense,

legacy, estate, and retirement distribution plans.

To schedule a time to discuss your financial future contact our

office at Jeff@ArcherLifeFinancial.com or

call us at 330-715-7577 today!

* Insurance and annuity product guarantees rely on the financial strength

and claims-paying ability of the issuing insurer. By contacting us you may be

provided with information regarding the purchase of insurance products.

Aaron J. Maassel

Esquire | Certified Financial Fiduciary | Founder

 Aaron is the founder & owner of Voyageur Advisory Group. He attended The Ohio State University for his undergraduate studies and received his Bachelor’s of Arts Degree in 1999. He furthered his education at Case Western Reserve University School of Law where he earned his Juris Doctorate.  Aaron is a Certified Financial Fiduciary  and holds several licenses in various states across the country and works as a Retirement Planner and Team Based Model Consultant with Voyageur and an attorney, licensed to practice law in both Ohio and

Michigan.

At Voyageur Advisory Group we strive to build lifetime relationships as we work proactively on your behalf in all areas of retirement to ensure we are the last advisors you will ever need. It is our mission to perfect individualized holistic plans that inspire confidence and peace of mind through all seasons of life.  Our proprietary planning process was developed to design and implement comprehensive retirement plans, ensuring both stability and growth through our broad array of services and team of professionals that through coordinated efforts and designs, provide our clients with a truly holistic retirement and estate preservation plan.  The professional team that Voyageur has brough together includes insurance agents, financial planners, brokers, registered investment planners, elder law attorneys, real estate attorneys, accountants, CPAs, and VA accredited agents and many more, to ensure that you, as our client, get the best, most bullet-proof plan available, ensuring you not just arrive in retirement, but that you enjoy the journey!

Alex Johnson is an independent insurance broker through his agency, HealthCare Advisors. He specializes in individual/family health insurance, Medicare, life insurance, and insurance solutions for retirement and long-term care needs.

“My favorite part about being an insurance professional is I am truly able to help people and give them piece of mind about their finances. I have always sought to provide honest and best-interest solutions, and becoming a Certified Financial Fiduciary has allowed me to show my client’s that I hold integrity and best-interest above all else.”

Alex strives to provide his clients with honest and expert guidance and keeps a close eye on industry trends and products. When not helping people with insurance, Alex loves to spend time with his wife Morgan and daughter Alaina. Alex also loves cooking and enjoying the great outdoors.

I left Broadcasting to Become a Certified Financial Fiduciary® and Professional Grandpa

My Syracuse University, Television and Radio degree led to a long career serving clients in broadcast television. When I retired from Creative Production at WCPO, the E.W. Scripps TV station in Cincinnati, I followed my curiosity and took a hard right turn into financial services. 

Always keenly interested in numbers and planning, I earned an Associate's Degree in Accounting and Finance with Tax Practitioner Certification at Sinclair Community College. After becoming fully insurance licensed in Ohio for Life, Health as well as Property and Casualty, I added Variable with a Series 6 license to become a registered representative. 

I have enjoyed learning the financial services ropes with AXA/Equitable and Farmers Insurance. I have worked the past 4 tax seasons as an H&R Block Tax Professional for additional education and experience. My Certified Financial Fiduciary® designation is a crowning achievement enabling me to utilize this accumulated financial services experience at the highest level of integrity and trust.

And ya know, trust is key when taking care of a precious granddaughter which is my joy when I'm not working in the financial services world. My wife and I have gladly joined the support team while her parents pursue busy careers in medicine and business.

Robert Warther is the CEO & Founder of Warther Private Wealth, where his focus on capital accumulation, estate and trust planning and tax saving strategies enables him to create tailored solutions to meet his clients objectives.

Robert is a longtime member of the Million Dollar Round Table and consistently qualifies for membership in the prestigious Top of Table.

Robert currently resides in Naples, FL with his wife Fleur and dog Coco. In his free time he enjoys flying his plane, kitesurfing and watching the Cleveland Browns.