Advisors at this firm
Axel A
CFP®
Brooklyn, NY
Antolino Wealth Advisors
Axel Agami Contreras is a CFP® professional at AA Financial Advisors, LLC with one year of experience in financial advising. Prior to joining AA Financial Advisors, he was affiliated with Kestra Advisory Services LLC and Antolino & Associates for six years and spent six years in full-time education. AA Financial Advisors serves individuals, families, and various institutional clients with comprehensive financial planning and portfolio management through its proprietary UltraVision System®, offering tailored investment approaches including fundamental and technical research combined with automated portfolio management on the Schwab Intelligent Portfolios platform.
Jason W
Series 66
Columbus, OH
Antolino Wealth Advisors
Jason Witt is a financial advisor with AA Financial Advisors, LLC in Columbus, Ohio. He holds a Series 66 designation and has six years of industry experience. Prior to joining AA Financial Advisors, he worked at United Wholesale Mortgage and has experience with Brooks Running and the Hansons-Brooks Distance Project. AA Financial Advisors serves individuals and families, pension and employee benefit plans, trusts, estates, and business entities. The firm offers comprehensive financial planning and portfolio management through its proprietary UltraVision System®, combining fundamental and technical research with automated investment programs on the Schwab Intelligent Portfolios platform.
Brandon B
CFP®, ChFC®, Series 66
Columbus, OH
Antolino Wealth Advisors
Brandon Boychuk is a financial advisor with AA Financial Advisors, LLC in Columbus, OH, holding the CFP® and ChFC® designations and the Series 66 license. He has nine years of industry experience, including roles at Kestra Investment Services, Bank of America, Merrill Lynch, and Antolino & Associates. Outside of financial advising, he owns an auto detailing business. AA Financial Advisors serves individuals, families, pension and employee benefit plans, trusts, estates, and business entities, offering comprehensive financial planning and portfolio management through its proprietary UltraVision System® and an Automated Investment Program on the Schwab Intelligent Portfolios platform. The firm integrates fundamental and technical research with committee vetting and performance illustrations, providing tailored investment management and consulting services.
Ralph A
Series 63
Columbus, OH
Antolino Wealth Advisors
Ralph Antolino is a financial advisor at AA Financial Advisors, LLC in Columbus, OH, holding a Series 63 designation and bringing 41 years of industry experience. He has worked at Kestra Investment Services, LLC and NFP Securities, Inc., and has extensive business involvement including ownership and management roles in several companies, as well as serving as a director of The Carmella Foundation, a charitable organization. Additionally, he is an author and public speaker. AA Financial Advisors serves individuals and families, pension and employee benefit plans, trusts, estates, and business entities, offering comprehensive financial planning and portfolio management through its proprietary UltraVision System® and an Automated Investment Program on the Schwab Intelligent Portfolios platform. The firm integrates fundamental and technical research, committee vetting of managers, and features an affiliation with legal services through a licensed attorney principal.
Nicholas B
CFP®, ChFC®, Series 63
Columbus, OH
Antolino Wealth Advisors
Nicholas Bowden is a CFP® and ChFC® with eight years of industry experience, currently serving as a financial advisor at AA Financial Advisors, LLC in Columbus, OH. His prior work includes roles at Kestra Investment Services, LLC and Nationwide Investment Services Corp. Outside of his advisory work, Bowden serves as president of the Columbus chapter of AMSPIRIT Business Connections, a networking and marketing organization. AA Financial Advisors provides comprehensive financial planning and portfolio management to individuals, families, pension and employee benefit plans, trusts, estates, and business entities. The firm utilizes its proprietary UltraVision System® and combines fundamental and technical research with committee vetting to deliver tailored investment solutions, including an automated program on the Schwab Intelligent Portfolios platform.
Maureen A
CFP®
Decatur, TN
Antolino Wealth Advisors
Maureen Armstrong is a Certified Financial Planner® with 28 years of industry experience. She is currently with AA Financial Advisors, LLC and has previously worked at Kestra Investment Services since 2013. Armstrong is involved in introducing clients to Finances Simplified, LLC, a tax and accounting service, to assist with bookkeeping needs. She also serves as a board member of Cornerstone Controls Inc. AA Financial Advisors serves individuals, families, and institutional clients, providing comprehensive financial planning and portfolio management through its proprietary UltraVision System®. The firm combines fundamental and technical research with committee vetting and offers both tailored portfolio management and an automated investment program.
Ian E
CFP®, Series 63
Columbus, OH
Antolino Wealth Advisors
Ian Erdman is a CFP® professional with 10 years of experience in the financial services industry. He is currently with AA Financial Advisors, LLC and has prior experience at Kestra Investment Services, Nationwide Financial, and other firms. Outside of his advisory role, he is also engaged as a driver for a ridesharing service. AA Financial Advisors serves individuals, families, pension plans, trusts, estates, and business entities, offering comprehensive financial planning and portfolio management through its proprietary UltraVision System® and an Automated Investment Program on the Schwab Intelligent Portfolios platform. The firm integrates fundamental and technical research with committee vetting and provides clients with tailored portfolio management and ongoing advisory services.
Christian H
CFP®
Columbus, OH
Antolino Wealth Advisors
Christian Hertl is a CFP® professional with 21 years of experience in the financial services industry. He has been with AA Financial Advisors, LLC since 2012 and has held roles at Kestra Investment Services, LLC and NFP Securities, Inc. Hertl also works with Antolino & Associates, where he assists clients with life insurance. AA Financial Advisors serves individuals and families, pension and employee benefit plans, trusts, estates, and business entities. The firm offers comprehensive financial planning and portfolio management through its proprietary UltraVision System®, combining fundamental and technical research with automated investment programs on the Schwab Intelligent Portfolios platform.