GGM Financial LLC

Mikhail Poltyrev is a CFP® and ChFC® with 16 years of industry experience, currently serving as an advisor at GGM Financial LLC since 2023. His prior roles include positions at JPMorgan Securities LLC and Prudential Insurance Company of America. Outside of financial advising, he is a co-owner of BAM Distributing, an eBay sales business. GGM Financial provides financial planning, portfolio management, retirement plan consulting, and wealth management services to individuals—including high-net-worth clients—and institutional clients such as pension and charitable organizations. The firm combines internally managed and third-party model portfolios, offering a broad range of investment products alongside individualized financial planning and retirement guidance.

Karen Bauman is a CFP® and CFA® charterholder with nine years of industry experience. She currently serves as an advisor at GGM Financial LLC, where she has worked since 2021, following seven years at J.P. Morgan Investment Management Inc. Karen took a three-year parental leave between 2018 and 2021. GGM Financial LLC provides financial planning, portfolio management, retirement plan consulting, and wealth management services to individuals, including high-net-worth clients, as well as institutional clients such as pension and charitable organizations. The firm manages discretionary assets through a combination of internally managed model portfolios and third-party model options, offering a broad range of securities and products alongside individualized financial planning and retirement rollover guidance.

Luke Scott is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their individual financial goals and develop tailored strategies to pursue those goals across short-, mid-, and long-term time horizons. Luke specializes in helping clients navigate complex financial priorities, including investing, retirement planning, and managing competing demands such as home buying, college savings, elder care, and healthcare preparation. He provides ongoing advice and portfolio management, adapting strategies as clients’ needs evolve. He also coordinates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Luke holds a Bachelor's Degree from Ohio State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His approach centers on uncovering what matters most to clients and their families to create effective financial strategies.

Aaron Green is a CFP® professional with 19 years of industry experience, currently serving as an advisor at GGM Financial LLC since 2018. His prior experience includes roles at Commonwealth Financial Network, Gloeckner Financial Group, and J.P. Morgan Investment Management. Outside of his advisory work, he is a co-owner and finance manager of a private real estate holding company based in Columbus, Ohio. GGM Financial provides financial planning, portfolio management, retirement plan consulting, and wealth management services to individual and institutional clients. The firm operates with a six-advisor team and combines internally managed and third-party model portfolios, offering a broad range of investment products alongside individualized financial planning and retirement rollover guidance.

Matthew Collins is a CFP® with 14 years of industry experience, currently serving as an advisor at GGM Financial LLC since 2018. His prior experience includes roles at Nationwide and Commonwealth Financial Network. Outside of his advisory work, he is the owner of two investment-related entities created to facilitate advisory and private holding investments. GGM Financial provides financial planning, portfolio management, retirement plan consulting, and wealth management services to individuals, including high-net-worth clients, as well as institutional clients such as pension and charitable organizations. The firm combines internally managed and third-party model portfolios, offering access to a broad range of securities and products alongside individualized financial planning and retirement rollover guidance.

Christopher Brewster is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with GGM Financial LLC, where he has worked since 2023. His prior experience includes roles at Commonwealth Financial Network and Gloeckner Green McCabe Financial. GGM Financial LLC provides financial planning, portfolio management, retirement plan consulting, and wealth management services to individual and institutional clients. The firm uses a combination of internally managed and third-party model portfolios, offering a broad range of investment products while incorporating fiduciary procedures where applicable.