Advisors at this firm
Benjamin D
CFP®, Series 65
Prospect, KY
The Gleason Group, Inc.
Benjamin Doninger is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with The Gleason Group, Inc. since 2022 and previously worked at Centerline Wealth Advisors, LLC for seven years. The Gleason Group, Inc. provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm focuses on goal-based planning and fundamental analysis, typically using diversified, long-term buy-and-hold strategies tailored to clients’ risk tolerance and time horizon, managing nearly $1 billion in assets with a small team.
Lindsay M
Series 65
Prospect, KY
The Gleason Group, Inc.
Lindsay Manietta is a financial advisor at The Gleason Group, Inc. with eight years of industry experience. She holds a Series 65 designation and has been with The Gleason Group since 2016. Prior to that, she worked at ADP from 2014 to 2016. The Gleason Group provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm focuses on goal-based planning and fundamental analysis, typically employing diversified, long-term buy-and-hold investment strategies tailored to clients’ risk tolerance and time horizon.
Andrea G
Series 65
Prospect, KY
The Gleason Group, Inc.
Andrea Gleason is a financial advisor with The Gleason Group, Inc. in Prospect, KY, holding a Series 65 designation and bringing 10 years of industry experience. She has been with The Gleason Group since 2015, working within a team of five advisors. The Gleason Group provides wealth management, financial planning, and portfolio management services to a diverse client base including individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm focuses on goal-based planning and fundamental analysis, implementing diversified, long-term investment strategies tailored to clients' risk tolerance and time horizons.
Gavin G
Series 66
Prospect, KY
The Gleason Group, Inc.
Gavin Gleason is a Series 66 licensed financial advisor with 23 years of industry experience. He has been with The Gleason Group, Inc. since 2015 and serves as trustee for the Jean M Gleason Family Trust. The Gleason Group provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm employs goal-based planning and fundamental analysis, implementing diversified, long-term buy-and-hold strategies tailored to client risk tolerance and time horizon.
Ava N
CFP®, Series 65
Prospect, KY
The Gleason Group, Inc.
Ava Nivens is a CFP® with eight years of industry experience, currently serving as an advisor at The Gleason Group, Inc. since 2019. Prior to that, she worked at Stegner Investment Associates, Inc. for four years. The Gleason Group provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes goal-based planning and fundamental analysis, implementing diversified, long-term buy-and-hold strategies tailored to clients’ risk tolerance and time horizon.
Richard T
Series 65
Prospect, KY
The Gleason Group, Inc.
Richard Thieneman III is a financial advisor at The Gleason Group, Inc. with a Series 65 designation. He has prior work experience at Turning Point Brands, Premier Packaging, Humana, and United Parcel Service. The Gleason Group provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes goal-based planning and fundamental analysis, typically implementing diversified, long-term buy-and-hold strategies tailored to client risk tolerance and time horizon.