JOURNEY WEALTH MANAGEMENT

Amy White is a financial advisor at Journey Wealth Management in Cleveland, OH, with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Signal Tree Financial Partners LLC, Sequoia Financial Group LLC, and Valmark Securities, Inc. In addition to her advisory work, Amy serves as a Notary Public for the State of Ohio. Journey Wealth Management provides financial planning, investment consulting, and portfolio management services primarily to individual and high-net-worth clients. The firm offers customized, discretionary investment programs alongside family-office style services such as bill pay and tax coordination, operating on a fee-only basis with a focus on individualized strategies.

David Olson is a ChFC® credentialed financial advisor with over 33 years of industry experience. He currently serves at Journey Wealth Management and has held roles at Beacon Financial Advisory LLC, Lincoln Investment, Sanders Morris Harris Inc., and Total Health Care Plan, Inc. Olson is involved in nonprofit work as treasurer and finance committee member of the International Burn Foundation and serves as chairman of the Endowment Committee for Forest Hill Church. Journey Wealth Management provides financial planning, investment consulting, and portfolio management services primarily to individuals, including high-net-worth clients. The firm combines discretionary investment management with family-office style services such as bill payment and tax coordination, emphasizing customized strategies and strategic asset allocation.

Kevin Mcpeek is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Journey Wealth Management in Cleveland, OH, and previously worked at Sequoia Financial Group and Sequoia Financial Advisors. Journey Wealth Management serves individuals, including high-net-worth clients, providing financial planning, investment consulting, and portfolio management through customized, discretionary strategies. The firm combines investment advisory services with family-office style support, such as tax management and bill-pay services.

Charles Hruby is a financial advisor at Journey Wealth Management in Cleveland, OH. He holds Series 65 and Series 66 licenses and has been with Journey Wealth since 2022. Prior to that, he worked at Third Federal Savings & Loan and has experience in the hospitality industry, including roles at Courtside Pizza and local country clubs. Journey Wealth Management provides financial planning, investment consulting, and portfolio management services primarily to individuals, including high-net-worth clients. The firm offers customized, discretionary investment programs combined with family-office style services such as bill-pay and tax coordination.

Lauren Maclaren is a CFP® professional with 15 years of experience in financial advising. She is currently with Journey Wealth Management in Cleveland, OH, and previously worked at FSM Wealth Advisors, LLC and Sequoia Financial Group, LLC. Journey Wealth Management serves individuals, including high-net-worth clients, providing customized financial planning, investment consulting, and portfolio management. The firm combines investment advisory services with family-office style support such as bill-pay and tax coordination, managing portfolios through discretionary programs focused on strategic asset allocation.

Danijel Romic is a financial advisor at Journey Wealth Management in Cleveland, OH, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Journey Wealth Management provides financial planning, investment consulting, and portfolio management to individuals, including high-net-worth clients. The firm combines investment advisory services with family-office style support, offering customized discretionary investment programs alongside bill-pay and tax coordination services.

Douglas Ambrose is a CFP® professional with 24 years of industry experience, currently serving at Journey Wealth Management. His prior roles include positions at Lincoln Financial Advisors and TDAmeritrade. He also works as an insurance agent offering fixed insurance products such as fixed annuities, long-term care, and traditional life insurance. Journey Wealth Management provides financial planning, investment consulting, and portfolio management to individuals, including high-net-worth clients. The firm emphasizes customized discretionary investment programs and combines investment advisory services with family-office style offerings such as bill-pay and tax coordination.

Anthony Gargano is a financial advisor at Journey Wealth Management in Cleveland, OH, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at FSM Wealth Advisors, CBIZ Investment Advisory Services LLC, and Sequoia Financial Advisors, LLC. Journey Wealth Management provides financial planning, investment consulting, and portfolio management services primarily to individuals, including high-net-worth clients. The firm emphasizes customized, discretionary investment programs with strategic asset allocation and offers family-office style services such as bill-pay and tax coordination.

Peter Franz is a CFP® and CFA® with 18 years of experience in financial advising. He is currently affiliated with FSM Wealth Advisors and Beacon Financial Advisory, and has held roles at several other firms including Capital Analysts and Boyd Waterson Asset Management. Outside of his advisory work, he serves on investment committees for nonprofit organizations such as the Foundation for Geauga Parks and Greater Cleveland Habitat for Humanity, chairs the legacy committee for Federated Church of Chagrin Falls, and coaches youth wrestling. Journey Wealth Management provides financial planning, investment consulting, and portfolio management services primarily for individuals, including high-net-worth clients. The firm employs customized, discretionary investment strategies with a family-office style approach that includes bill-pay and tax coordination services.

Bryan Costin is a CFP® professional with 23 years of experience in financial advising, currently serving at Journey Wealth Management since 2022. He has held roles at Beacon Financial Advisory LLC, Lincoln Investment, and Beacon Financial Planners, and also has a background in accounting through his work with Costin & Company, CPA. Journey Wealth Management offers financial planning, investment consulting, and portfolio management services primarily to individuals, including high-net-worth clients. The firm combines investment advisory with family-office style services such as tax management and bill-pay, delivering customized, discretionary investment programs and comprehensive account oversight.

Michael Baker is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Journey Wealth Management in Cleveland, OH. His prior roles include positions at FSM Wealth Advisors, Mariner Wealth Advisors, Sequoia Financial Advisors, and Aurum Wealth Management Group. Journey Wealth Management provides financial planning, investment consulting, and portfolio management services primarily to individuals, including high-net-worth clients. The firm combines discretionary investment programs with family-office style services such as bill-pay and tax coordination, emphasizing customized strategies and strategic asset allocation.

Mitchell Knotek is a financial advisor at Journey Wealth Management in Cleveland, OH, holding Series 65 and Series 66 licenses. He has been with the firm since 2024 and has prior experience in education at John Carroll University, Valparaiso University, Trinity High School, and Assumption Academy. Journey Wealth Management provides financial planning, investment consulting, and portfolio management to individuals, including high-net-worth clients, with a focus on customized discretionary investment programs and family-office style services such as bill-pay and tax coordination.

Terence Gliha is a financial advisor at Journey Wealth Management in Cleveland, OH, with 11 years of industry experience. He holds a Series 66 designation and has previously worked at FSM Wealth Advisors and Sequoia Financial Group. Outside of his advisory role, he has investments in a property management firm and a ballistics business. Journey Wealth Management provides comprehensive financial planning and investment consulting to individuals, including high-net-worth clients, with a focus on customized, discretionary portfolio management and family-office style services.

Matthew Burnham is a financial advisor at Journey Wealth Management with 17 years of industry experience. He holds a Series 66 designation and previously worked for Purshe Kaplan Sterling Investments and Auxin Group Wealth Management. Burnham is also the managing partner of Auxin Group Wealth Management, where he serves as financial advisor and chief compliance officer. Journey Wealth Management offers financial planning, investment consulting, and portfolio management primarily to individuals, including high-net-worth clients. The firm combines discretionary investment management with family-office style services such as bill-pay and tax coordination.

James Myers is a financial advisor at Journey Wealth Management in Cleveland, OH, with 22 years of industry experience. He holds a Series 63 designation and previously worked for Victory Capital Advisers and Victory Capital Management Inc. from 2016 to 2024. Journey Wealth Management provides financial planning, investment consulting, and portfolio management services to individuals, including high-net-worth clients. The firm emphasizes customized, discretionary investment programs combined with family-office style services such as bill-pay and tax coordination.