DT Investment Partners, LLC

Ryan Omensetter is a financial advisor at DT Investment Partners, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Schroder Investment Management, NA from 2011 to 2017 before joining DT Investment Partners in 2017. DT Investment Partners provides discretionary and non-discretionary portfolio management and independent investment consulting to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs an active management approach that combines fundamental and technical analysis to tailor investment strategies according to client risk profiles.

John Blair is a CFP® with nine years of industry experience, currently serving as an advisor at DT Investment Partners, LLC. Before joining DT Investment Partners in 2024, he worked at The Vanguard Group, Inc. for eight years. DT Investment Partners provides discretionary and non-discretionary portfolio management and independent investment consulting to a broad client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs an active management approach combining fundamental and technical analysis, offering customized Investment Policy Statements and a wide range of strategies tailored to client risk profiles.

John Blair is a financial advisor at DT Investment Partners, LLC in Chadds Ford, PA, with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at DT Investment Partners since 2011 and Independent Wealth Advisors since 2017. DT Investment Partners provides discretionary and non-discretionary portfolio management and independent investment consulting to a range of clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs an active management approach that combines fundamental and technical analysis and offers customized strategies tailored to client risk profiles.

Luke Smith is a financial advisor at DT Investment Partners, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at FS Investment Solutions, FS Investments, and Drexel University. DT Investment Partners provides discretionary and non-discretionary portfolio management and independent investment consulting to a diverse client base, including individuals, retirement plans, trusts, and municipalities. The firm employs an active management approach that integrates fundamental and technical analysis to tailor investment strategies according to client risk profiles.

Jonathan Smith is a CFA® charterholder with 22 years of industry experience. He has been with DT Investment Partners, LLC since 2011. DT Investment Partners provides discretionary and non-discretionary portfolio management and independent investment consulting to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs an active management approach that combines fundamental and technical analysis to tailor investment strategies according to client risk profiles.