Kelley King

Richard Roell is a ChFC®-designated financial advisor with 17 years of industry experience. He has been with Peak Financial Partners, LLC since 2007. Peak Financial Partners serves individual investors, companies, and trusts by providing financial planning, wealth management, and insurance products. The firm uses client-specific asset allocations with both fundamental and technical analysis, managing portfolios primarily through diversified mutual funds, stocks, FDIC-insured certificates of deposit, and U.S. Treasuries, typically on a discretionary basis with regular reviews and rebalancing.

Matthew Oberdorfer is a financial advisor at OIC Financial with one year of industry experience and holds a Series 65 designation. He has worked as an airline pilot since 2018 and serves as a Lieutenant Colonel in the United States Marine Corps Reserve. OIC Financial is an independent firm that provides fee-only financial planning, investment management, and coaching to individual investors, business owners, and institutional clients. The firm employs an asset-allocation approach based on Modern Portfolio Theory and integrates planning across market accounts and real estate holdings, offering customized services at a boutique scale.

Brian Vanwinkle is a financial advisor with Van Winkle Wealth Management Group LLC in Newark, Ohio. He holds a Series 63 designation and has 32 years of industry experience, including over two decades at Syndicated Capital, Inc. Outside of his advisory role, he is a part owner of Bravo Holdings, LLC, a partnership focused on acquiring investment real estate. Van Winkle Wealth Management Group provides investment advisory and financial planning services primarily to individual clients, as well as pension and profit-sharing plan sponsors and participants. The firm uses model portfolios combined with fundamental and technical analysis to tailor strategies to client objectives, managing approximately 400 client relationships and about $114 million in assets.

Mark Shafer is the sole advisor at Goodrich Asset Management LLC in New Albany, OH, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has led Goodrich Asset Management since 2009. Goodrich Asset Management provides discretionary asset management and hourly financial consulting primarily to individual and high-net-worth clients, managing approximately $2.68 million across a small number of accounts. The firm offers tailored portfolios of individual stocks, bonds, ETFs, mutual funds, and other public securities with regular account supervision and employs a range of active strategies uncommon for a solo advisor.

Sara Becker is a financial advisor at Omega Capital Management LLC with one year of industry experience. She holds a Series 65 credential and has prior work history at Henry Schein Animal Health and Schottenstein Stores Corp. In addition to her advisory role, Becker is president of The New Albany CPA Co., an accounting and tax services firm. Omega Capital Management LLC provides discretionary asset management, retirement-plan advisory, and financial planning to individuals, high net worth clients, trusts, estates, small businesses, and pension/profit-sharing plans. The firm emphasizes tax-aware, diversified portfolios using fundamental and technical analysis, and offers specialized services including pension consulting and employer retirement plan advising.

John Gustafson is the sole advisor at Palmetto Wealth Management, LLC in New Albany, OH, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Palmetto Wealth Management since 2009. Palmetto Wealth Management offers personalized portfolio management and modular financial planning to individuals, businesses, trusts, and estates. The firm focuses on a small client base with larger household accounts, employing firm-developed model portfolios that include mutual funds, individual stocks, bonds, and ETFs, as well as active strategies such as short-term trading, short sales, and option writing when appropriate.