The right moves for your financial future

Rinehart Sussli Financial Group

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

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Who we work with

Who we work with

Retirement Couple

Retirement readiness

Retirement plan sponsors

Retirement plan sponsors

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Kenneth Rinehart Profile Photo

    Kenneth Rinehart, CFP®, CIMA®, CEPA®, CRPS®, C(k)P®

    Senior Vice President–Wealth Management

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    • AR
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    Ken is the head of investment strategy and is a managing partner of the Retirement Strategies Group. He holds the Certified Investment Management Analyst (CIMA®), Certified Financial Planner (CFP®), Chartered Retirement Plans Specialist (CRPS®), Certified Exit Planning Advisor (CEPA®), and Certified 401(k) Professional (C(k)P®) designations. At UBS, Ken holds the titles of Senior Vice President – Wealth Management, Senior Retirement Plan Consultant, Senior Institutional Consultant, and Senior Portfolio Manager.

    As a Financial Advisor, for more than 35 years, Ken has gained considerable experience managing uniquely-designed portfolios and has guided clients through historic market corrections, including the 1987 Crash, the 2000-2002 Dotcom Bubble, the 2008-2009 Financial Crisis, and the Covid-19 Pandemic plunge of 2020. Prior to UBS, Ken spent 10 years with Wells Fargo Advisors and nearly 20 years with Smith Barney as a Retirement Plan Consultant and member of the 401(k) Advisory Group.

    Working with private wealth clients, Ken applies financial, goals-based analysis to fulfill client needs involving educational funding, retirement, and estate planning. By partnering with his clients' accountants and attorneys, he helps navigate the sometimes complex financial decisions in their lives in a tax-efficient manner. In serving our team's institutional clients, he evaluates and recommends comprehensive retirement plan solutions that address Fiduciary Governance, Plan Administration, Investment Policy and Strategy, and Employee Education and Retirement Readiness. Above all, Ken is dedicated to elevating his practice through education, experience, examination and the highest standard of ethics.  

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • NAPA Top DC Advisor Teams, 2021, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.
    • PLANADVISER Top Retirement Plan Advisers, 2022, 2023The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

      • Senior Institutional Consultant, UBS Institutional Consulting Program
      • Senior Retirement Plan Consultant
      • Certified Exit Planning Advisor
      8044 Montgomery Road
      Suite 100W
      Cincinnati, OH 45236
    • Alexander Rinehart Profile Photo

      Alexander K. Rinehart, CFP®, CIMA®, CRPS®

      Financial Advisor

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      Alex joined the Retirement Strategies Group in 2017. A Cincinnati native, he attended St. Xavier High School before receiving his Bachelor's Degree in Structural Engineering from The Ohio State University in 2014. While in school, he was the Treasurer Officer for The Ohio State University chapter of the American Society of Civil Engineers. After graduating, Alex practiced structural engineering in Columbus, Ohio, responsible for the detailed design of various structures.

      Alex serves the team as both a Financial Advisor and as a Retirement Plan Consultant by developing customized financial plans, implementing and managing investment solutions, and executing the team's portfolio trading. He holds the Series 7, Series 66, Life and Health, Chartered Retirement Plans Specialist (CRPS®) designation, Certified Investment Management Analyst® (CIMA®) designation, Certified Exit Planning Advisor® (CEPA®) designation, is a Notary Public in the state of Ohio, and is a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional. Outside of the office, Alex loves mountain biking, SCUBA diving, and woodworking. He lives in Norwood with his wife, Annamarie, and daughter, Quinn.

      • NAPA Top DC Advisor Teams, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.

      • Ohio State University, Bachelor's Degree in Structural Engineering
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      • Certified Exit Planning Advisor
      • Retirement Plan Consultant
      • Chartered Retirement Plans Specialist℠
      8044 Montgomery Road
      Suite 100W
      Cincinnati, OH 45236
    • Mark Ledonne Profile Photo

      Mark Ledonne, CIMA®, CRPS®

      Financial Advisor

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      Mark has 13 years of experience in the financial services industry, with the last 11 years as part of the Retirement Strategies Group. He is responsible for all client performance reporting and analytics, as well as the manager search and selection process. He comes to us with experience from Fidelity Investments. He holds the Chartered Retirement Plans Specialist (CRPS ®) designation from the College for Financial Planning.  Mark earned a Bachelor of Science Degree in Finance from Xavier University in 2006 and resides in West Chester with his wife and two daughters.

       

      • NAPA Top DC Advisor Teams, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.

      • Xavier University, Bachelor of Science Degree in Finance
      • Certified Investment Management Analyst®
      • Chartered Retirement Plans Specialist℠
      8044 Montgomery Road
      Suite 100W
      Cincinnati, OH 45236
    • Kevin Ruther Profile Photo

      Kevin Ruther, CFP®

      Financial Advisor

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      Kevin has 10+ years of experience as a financial advisor to both individual and corporate clients and serves as RSG's 401(k) Education Coordinator. He graduated from Miami University in 2010 with a major in Finance and a minor in Statistics. Kevin is a CERTIFIED FINANCIAL PLANNER™ and holds both Series 7 and 66 licenses. Outside of work, he is an Eagle Scout and remains active in the community. He currently resides in Loveland with his wife and two daughters.

        • Miami University, Major in Finance and a Minor in Statistics
        • CERTIFIED FINANCIAL PLANNER™
        8044 Montgomery Road
        Suite 100W
        Cincinnati, OH 45236
      • Sam Roberts

        Samantha Roberts

        Client Associate

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          Sam grew up in Brookville, IN, but her family is from the west side of Cincinnati. She has a bachelor's degree in Natural Sciences and Mathematics from Indiana University and holds her Life and Health insurance license. Sam joined the team in 2022 as a Client Service Associate. She currently lives in Oxford and enjoys spending time with her fiancé Tyler and son SJ rooting on Xavier, the Bengals, and the Reds!

                8044 Montgomery Road
                The Towers At Kenwood
                Cincinnati, OH 45236

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

              Backed by the strength of UBS

              A global leader in wealth management

              $3.9 trillion

              In invested assets globally 
              As of 12/31/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

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