Formidable Asset management, LLC

Timothy Begley is a CFP® with 18 years of industry experience, currently serving at Formidable Asset Management, LLC. He has worked at Fidelity Investments since 2007. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other advisers. The firm uses a combination of fundamental and quantitative analysis to manage portfolios, including proprietary ETFs and model portfolios, and offers both discretionary management and model licensing services.

David Henning is a CFP® with 16 years of experience in the financial industry. He has been with Formidable Asset Management, LLC since 2017 and previously worked at The Retirement Corporation of America for 12 years. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered investment companies and advisers. The firm employs a mix of fundamental and quantitative analysis, offering portfolio management primarily through Formidable-branded ETFs and model portfolios, and serves a range of clients including high-net-worth individuals and plan fiduciaries.

Arielle Torbeck is a financial advisor at Formidable Asset Management, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fidelity Brokerage Services and Luna Blu. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered investment companies and advisers. The firm employs a combination of fundamental and quantitative analysis to manage portfolios, often utilizing Formidable-branded ETFs and model portfolios for capital appreciation and retirement-plan advisory services.

Terri Connelly is a financial advisor with Formidable Asset Management, LLC in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for five years before joining Formidable Asset Management in 2020. Outside of her advisory role, she is involved as a fitness professional with the Cincinnati Sports Club. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and registered investment advisers. The firm employs a combination of fundamental and quantitative analysis, managing portfolios through Formidable-branded ETFs and model portfolios, and offers services including discretionary portfolio management, financial planning, and retirement-plan advisory under ERISA.

David Nanney is a PFS™ credentialed advisor with Formidable Asset Management, LLC, where he has worked since 2024. He has 18 years of industry experience, including 17 years running his own CPA practice, David C Nanney, CPA, PLLC. Outside of financial advising, he is a partner in Retriever Valet Trash Services, LLC and Nanney Heritage Farms, LLC, where he contributes to bookkeeping and tax preparation. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other advisers. The firm uses a combination of fundamental and quantitative analysis to manage portfolios, including its own family of ETFs and model portfolios, and offers a range of financial planning and consulting services.

Andrew Allwein is a financial advisor at Formidable Asset Management, LLC in Cincinnati, OH, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Gibbs Insurance Associates and THOR Wealth Management. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered advisers, employing a combination of fundamental and quantitative analysis through Formidable-branded ETFs and model portfolios. The firm offers discretionary and non-discretionary portfolio management, financial planning, outsourced CIO services, and retirement-plan advisory under ERISA.

James Gaunt is a financial advisor at Formidable Asset Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He has been with Formidable Asset Management since 2017. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered investment companies and advisers. The firm employs a combination of fundamental and quantitative analysis, managing portfolios primarily through Formidable-branded ETFs and model portfolios, and offers services including discretionary portfolio management, financial planning, and retirement-plan advisory under ERISA.

Krysten Taylor is a Series 65-licensed advisor at Formidable Asset Management, LLC with two years of industry experience. She has been with Formidable Asset Management since 2013. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered investment companies and advisers. The firm employs a combination of fundamental and quantitative analysis to manage portfolios, including its own family of ETFs and model portfolios, serving a range of clients through both direct management and model licensing arrangements.

William Brown is a financial advisor at Formidable Asset Management, LLC in Cincinnati, OH, holding a Series 63 designation with 25 years of industry experience. He has been with Formidable Asset Management since 2015. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered investment companies and advisers. The firm employs a blend of fundamental and quantitative analysis, offering portfolio management through Formidable-branded ETFs and model portfolios, along with financial planning, outsourced CIO services, and retirement-plan advisory under ERISA.

William Romans is a financial advisor with Formidable Asset Management, LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked at Raymond James & Associates, Inc. for 24 years and Wedbush Securities for one year before joining BRM Investment Management. Romans serves as an unpaid board member of the Vero Beach High School Baseball Booster, supporting local baseball events. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered investment advisers. The firm employs a blend of fundamental and quantitative analysis to manage portfolios, including its own family of ETFs and model portfolios, offering both direct management and model licensing services.

Henry Brightwell III is a financial advisor at Formidable Asset Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Formidable Asset Management since 2016, following eight years at Stifel Nicolaus. Formidable Asset Management offers investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered investment companies and advisers. The firm employs a blend of fundamental and quantitative analysis, managing portfolios through Formidable-branded ETFs and model portfolios, and provides services including discretionary portfolio management, financial planning, and retirement-plan advisory under ERISA.

Carlo Bronzie is a financial advisor at Formidable Asset Management, LLC, holding a Series 65 credential with experience beginning in 2023. His prior work includes roles at Bahl and Gaynor, Delta Airlines, and the University of Cincinnati. Outside of finance, he is involved in modeling through Select Model Management on an infrequent basis. Formidable Asset Management serves individuals, retirement plans, pooled investment vehicles, and other advisers, offering portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of fundamental and quantitative analysis, managing client accounts directly and licensing model portfolios to other advisers.

Tracy Germano is a financial advisor at Formidable Asset Management, LLC with 24 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Bank for 10 years. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered investment companies and advisers. The firm employs a combination of fundamental and quantitative analysis and offers portfolio management through Formidable-branded ETFs and model portfolios.

Michael Massey is a financial advisor at Formidable Asset Management, LLC with 27 years of industry experience. He holds the Series 66 designation and has worked at BRM Investment Management, Wedbush Securities, and Raymond James & Associates. Outside of his advisory role, Massey is the founder and coach of the Baseball Club of The Treasure Coast, a nonprofit organization where he leads youth teams and assists with administrative duties. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other advisers. The firm employs a mix of fundamental and quantitative analysis, offering portfolio management through a family of ETFs and model portfolios, as well as financial planning, outsourced CIO services, and retirement-plan advisory.

Benjamin Siefring is a CFP® and ChFC® with 14 years of industry experience. He has worked at Formidable Asset Management, LLC since 2017, following roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MSI Financial Services Inc, and Metlife Securities. Mr. Siefring is also a licensed insurance agent in multiple states, offering life and health insurance products. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered investment advisers. The firm employs a combination of fundamental and quantitative analysis, managing portfolios through Formidable-branded ETFs and model portfolios, and offers services including discretionary portfolio management, financial planning, and outsourced CIO solutions.