2023-2024 Awards 17 May 2024, 12:41 pm

2023 Best Places to Work – Finalists

We are thrilled to announce that RFG has been selected as a finalist for the Cincinnati Business Courier’s 2023 Best Places to Work Award!

This award recognizes companies in the Greater Cincinnati area that have created a positive and engaging work environment for their employees. We are honored to be among the top contenders in our category.

Citybeat’s 27th Annual Best of Cincinnati – Best Financial Planning Services

RFG was ranked Best Financial Planning Services, alongside two other Cincinnati firms in CityBeat’s 27th Annual – Best of Cincinnati 2023!

2023 Five Star Wealth Managers

We are pleased to announce that Nathan Kosman, AIF® (12-year winner), Ryan Antepenko, AIF® (12-year winner), James Stewart (8-year winner), José Chavez (3-year winner), Randy Hein CFP® (2-year winner) & Ryan Grote, AIF® (2-year winner) were each chosen as one of Cincinnati’s Five Star Wealth Managers for 2023. 

Citybeat’s 28th Annual Best of Cincinnati – Best Financial Planning Services

We are proud to share that RFG earned a podium finish as the “Best Financial Planning Service” in CityBeat’s 28th Annual – Best of Cincinnati 2024 award contest! We are thankful to be recognized by our clients, family, friends, and neighbors in Cincinnati where all of us call home! We are truly honored, and we thank you for the trust you put in your team at RFG!

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RFG picked to be a finalist in the Cincinnati Business Courier’s Best Places to Work competition. 12 Oct 2022, 6:24 pm

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2022 Five Star Wealth Manager Award 10 Oct 2022, 9:28 pm

Cincinnati’s 2022 Five Star Wealth Managers

Nathan Kosman, AIF® (11-year winner) 

Ryan Antepenko, AIF® (11-year winner)

James Stewart (7-year winner)

José Chavez (2-year winner)

Randy Hein CFP® (1-year winner)

Ryan Grote, AIF® (1-year winner)

Five Star Professional partnered with Cincinnati Magazine to recognize a select group of Cincinnati area wealth managers who provide quality services to their clients. 

Nate, Ryan, James, José, Randy & Ryan are featured alongside other award winners in the special section of the magazine’s October issue.

The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.

About the research process:

To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.

Five Star Professional:

• • Conducts comprehensive research
  • Recognizes service professionals
  • Partners with leading city/regional magazines
  • Helps award winners gain the recognition they deserve

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RFG Voted as One of the Three Best Financial Planning Services in Cincinnati. 19 Apr 2022, 3:34 pm

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2021 Five Star Wealth Manager Award 1 Nov 2021, 11:17 pm

Nathan Kosman, Ryan Antepenko, James Stewart, and Jose Chavéz of The Rosselot Financial Group Honored with the 2021 Five Star Wealth Manager Award

Cincinnati, OH – Five Star Professional is pleased to announce Nathan Kosman (10^th year), Ryan Antepenko (10^th year), James Stewart (9^th year), and José Chavez (1^st year) of The Rosselot Financial Group, have each been chosen as one of Cincinnati’s Five Star Wealth Managers for 2021.

Five Star Professional partnered with Cincinnati Magazine to recognize a select group of Cincinnati area wealth managers who provide quality services to their clients. Nate, Ryan, James, and José will be featured along with other award winners in a special section of the October issue.

The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.

Nathan Kosman, Ryan Antepenko, James Stewart, and José Chavez are Registered Representatives, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.  Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Rosselot Financial Group are not affiliated.

About the research process:

Five Star Professional conducts market-specific research to identify outstanding service professionals. Founded in 2003, the Five Star award program is the largest and most widely published award program in North America, covering more than 45 major markets. Professionals recognized as award winners are published by Five Star Professional and its partners. Award winners cannot pay a fee to be included in the research or the final list of award recipients.

The nomination and pre-qualification process is designed to identify the broadest possible population of high-quality award candidates in order to ensure that eventual award winners have been drawn from a large and diverse pool. Award candidates are identified by one of three sources: firm nomination, peer nomination, or pre-qualification. Self-nominations are not accepted.

To receive the Five Star Wealth Manager Award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.  Factors taken into account include assets under management and client retention rate.  Candidates also undergo a thorough regulatory and compliant review.

Five Star Professional’s research objective is to recognize wealth management professionals who show a commitment to clients, demonstrate strong industry credentials, and are evaluated on the quality of their current practice. Click here to review the current programs research details.

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The Cincinnati Business Courier Previously Named RFG as a 2021 Best Places to Work Finalist 1 Nov 2021, 11:04 pm

The Cincinnati Business Courier previously named RFG as a 2021 Best Places to Work Finalist.

On Tuesday, October 12^th they announced that we were also the WINNER of this year’s

Best Places To Work Award!

We are so proud of our RFG Family and humbled to achieve this award together!

Thank you for all the love and support that has been shown so far. This recognition is truly an honor and a great reflection of our awesome team! We are thankful for all of you who put your trust in us and make our work and our careers so meaningful!

Check out The Cincinnati Business Courier’s article here!

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Rosselot “Plan for Life” Scholarship 23 Jul 2021, 1:44 am

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2020 Five Star Wealth Manager Award 23 Jul 2021, 1:40 am

Nate Kosman and Ryan Antepenko

Cincinnati, OH – Five Star Professional is pleased to announce Nathan Kosman and Ryan Antepenko, of The Rosselot Financial Group, have been chosen as two of Cincinnati’s Five Star Wealth Managers for 2020. This is their 9th consecutive year achieving this award.

“Our business is built on 3 main principles: Family, Growth and Service. We want our clients to feel as though they are a part of our family and provide service that exceeds their expectations. Our financial planning philosophy can be summed up in our tag line, Live for Today, Prepare for Tomorrow, and Plan for Life,” states Ryan Antepenko.

Five Star Professional partnered with Cincinnati Magazine to recognize a select group of Cincinnati area wealth managers who provide quality services to their clients. Nathan Kosman and Ryan Antepenko will be featured along with other award winners, including James Stewart of The Rosselot Financial Group, in a special section of the October issue.

“To help people reach their goals. Not just their financial goals, but their life goals. We develop deep relationships with our clients and get to know them on a more intimate level. This allows us to better help them plan for the rest of their lives,” says Nathan Kosman.

The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.

Nate and Ryan are Registered Representatives, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.  Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Rosselot Financial Group are not affiliated.

About the research process:

Five Star Professional conducts market-specific research to identify outstanding service professionals. Founded in 2003, the Five Star award program is the largest and most widely published award program in North America, covering more than 45 major markets. Professionals recognized as award winners are published by Five Star Professional and its partners. Award winners cannot pay a fee to be included in the research or the final list of award recipients.

The nomination and pre-qualification process is designed to identify the broadest possible population of high-quality award candidates in order to ensure that eventual award winners have been drawn from a large and diverse pool. Award candidates are identified by one of three sources: firm nomination, peer nomination, or pre-qualification. Self-nominations are not accepted.

To receive the Five Star Wealth Manager Award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and compliant review.

Five Star Professional’s research objective is to recognize wealth management professionals who show a commitment to clients, demonstrate strong industry credentials, and are evaluated on the quality of their current practice. Click here to review the current programs research details.

James Stewart

Cincinnati, OH – Five Star Professional is pleased to announce James Stewart, of The Rosselot Financial Group, has been chosen as one of Cincinnati’s Five Star Wealth Managers for 2020.

Five Star Professional partnered with Cincinnati Magazine to recognize a select group of Cincinnati area wealth managers who provide quality services to their clients. James Stewart will be featured along with other award winners, including Nathan Kosman and Ryan Antepenko of The Rosselot Financial Group, in a special section of the October issue.

The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.

James Stewart is a Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.  Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Rosselot Financial Group are not affiliated.

About the research process:

Five Star Professional conducts market-specific research to identify outstanding service professionals. Founded in 2003, the Five Star award program is the largest and most widely published award program in North America, covering more than 45 major markets. Professionals recognized as award winners are published by Five Star Professional and its partners. Award winners cannot pay a fee to be included in the research or the final list of award recipients.

The nomination and pre-qualification process is designed to identify the broadest possible population of high-quality award candidates in order to ensure that eventual award winners have been drawn from a large and diverse pool. Award candidates are identified by one of three sources: firm nomination, peer nomination, or pre-qualification. Self-nominations are not accepted.

To receive the Five Star Wealth Manager Award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and compliant review.

Five Star Professional’s research objective is to recognize wealth management professionals who show a commitment to clients, demonstrate strong industry credentials, and are evaluated on the quality of their current practice. Click here to review the current programs research details.

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Cincinnati Business Courier’s 16th Annual Fast 55 Awards 23 Jul 2021, 1:32 am

It’s that time of year again and the Business Courier is excited to announce the winners for its 16th annual Fast 55 program, recognizing the fastest-growing private companies that call Greater Cincinnati home.

Below are the companies that saw the highest percentage of revenue growth from 2017 to 2019. From the 55 winners, the Courier will choose the top-place finishers in five different revenue categories:

• $1 million to $5 million
• $5.1 million to $10 million
• $10.1 million to $50 million
• $50.1 million to $100 million
• $100 million and up

The finalists, in alphabetical order, are:

• 3rd Street Financial Corp.
• Amend Consulting
• Atomic Robot
• Besomebody Inc.
• BM2 Freight Services
• Boone County Distilling Co.
• Braxton Brewing Co.
• Callibrity
• Chemlock Nutrition
• Cintech Construction Inc.
• Clubessential Holdings LLC
• Conger Construction Group
• DB Solutions1 LLC
• Divisions Maintenance Group
• E-Volve Systems LLC
• Encore Technologies
• Gateway Logistics Inc.
• Graphic Village
• Graybach LLC
• H&T Services LLC
• Health Carousel
• Ignite Philanthropy
• Ingage Partners Inc.
• Integrity Express Logistics
• Interlink Cloud Advisors
• Job Center Staffing
• KeySource
• Kinettix Inc.
• Knose Concrete Construction
• Lohmiller Real Estate
• LRT Restoration Technologies LLC
• Marque Engineering LLC
• McAndrews Windows and Glass
• Motus Freight LLC
• National Logistics Service
• Northcreek Mezzanine
• One Logistics Network
• PAIT Group
• ProLink Staffing LLC
• Prolocity
• RD Logistics
• Rhinestahl Corp.
• River City Mortgage
• Rosselot Financial Group
• RoundTower Technologies LLC
• SellYourMac.com
• Sheakley
• SimpleVMS
• Skynet Innovations
• Stack Construction Technologies
• Step CG
• TDG Facilities LLC
• Thunderdome Restaurant Group
• Tier1 Performance
• TrueChoicePack Corp.

Feel like your company should be on this list? Make sure you submit a nomination through our website for next year. The nomination process will begin in January and extend through March. Click here for the nomination forms.

To find out all about the winners, look for the Fast 55 publication in the Aug. 7 edition of the Courier.

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