The Retirement Guys Formula

Nolan Baker is a financial advisor with The Retirement Guys Formula team in Maumee, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been affiliated with PEAK Brokerage Services, LLC since 2015 and has owned Retirement Guys Formula LLC since 2013. Outside of advisory work, Baker is involved in educational seminar hosting, tax preparation, and owns a Medicare supplemental insurance business. The Retirement Guys Formula provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm employs a proprietary Independent Income System that blends multiple asset-allocation strategies and uses tools such as Riskalyze to guide portfolio adjustments, managing approximately $300 million in discretionary assets across a team of ten advisors.

Ryan Clair is a financial advisor with The Retirement Guys Formula, holding a Series 65 license and eight years of industry experience. He has worked with Blackridge Asset Management LLC since 2017 and has been involved with The Retirement Guys entities since 2014. Outside of his advisory role, he is associated with Bull Moose Retirement, which involves insurance activities. The Retirement Guys Formula provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm uses its proprietary Independent Income System, a bucketed allocation approach, to manage client portfolios on a discretionary basis and offers coordinated tax preparation through an affiliated entity.

Robert Ross is a financial professional with 20 years of industry experience, currently serving as an advisor at The Retirement Guys Formula. He holds a Series 63 designation and has worked at firms including Peak Brokerage Services, Ameritas Advisory Services, and VOYA Financial Advisors. Ross is a board member of the Perrysburgh High School Athletic Booster in Ohio. The Retirement Guys Formula is a team of ten advisors providing personalized investment management and financial planning to individuals, trusts, foundations, endowments, and corporate clients. The firm uses a proprietary Independent Income System that incorporates multiple asset-allocation strategies and risk management tools, managing approximately $300 million in discretionary assets across over 1,200 clients.

Mark Clair is a financial advisor at The Retirement Guys Formula with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Blackridge Asset Management and PEAK Brokerage Services. In addition to his advisory role, Clair owns an estate planning law firm and is involved in insurance and retirement planning businesses. The Retirement Guys Formula provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm uses a proprietary Independent Income System that blends multiple asset-allocation strategies and manages approximately $300.6 million in discretionary assets through a ten-advisor team.

Connor Tumblin is a financial advisor with The Retirement Guys Formula in Maumee, OH, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at Peak Brokerage Services, LLC since 2024 and has been with The Retirement Guys Formula since 2020. Outside of advisory roles, Tumblin is a licensed insurance agent selling life and health insurance. The Retirement Guys Formula provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm uses a proprietary Independent Income System, blending multiple asset-allocation strategies and employing tools like Riskalyze to guide portfolio management.

Terrel Eisert is a financial advisor with The Retirement Guys Formula, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Peak Brokerage Services, Blackridge Asset Management, Sterne Agee, and independent insurance agency work spanning over two decades. Outside of finance, he is involved in art sales through Andrea Eisert Abstract Art. The Retirement Guys Formula provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm uses its proprietary Independent Income System, blending multiple asset-allocation strategies and risk management tools, and manages approximately $300 million in discretionary assets across a team of ten advisors.

Chaz Price is a CFP® professional with 21 years of industry experience, currently serving as an advisor at The Retirement Guys Formula. His prior roles include positions at Peak Brokerage Services, Raymond James Financial Services, and Medicare Advantage Plans. Outside of advising, he owns Customer Retirement Planners, LLC, where he consults on marketing strategies and business succession planning for other financial advisors. The Retirement Guys Formula provides personalized investment management and financial planning to individuals, trusts, foundations, endowments, and corporate clients. The firm utilizes a proprietary allocation system and offers discretionary portfolio management, consulting, and sub-advisory services through a team of ten advisors.