Weinberg Advisory Group

Erick Zanner is a financial advisor at Weinberg Advisory Group with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Weinberg Advisory Group since 2017, following nine years at JDM Investment Counsel, LLC. He is also a FINRA arbitrator and serves as a compensated member of the board of directors for Priority Designs, a private company in Whitehall, Ohio. Weinberg Advisory Group is a fee-only registered investment adviser serving individuals, high-net-worth clients, and select small institutions. The firm employs a process combining Modern Portfolio Theory and proprietary security selection, including a distinctive use of option writing through covered calls within separately managed accounts.

Samuel Weinberg is a financial advisor at Weinberg Advisory Group in Columbus, OH, holding a Series 65 credential. He joined the firm in 2025 and has prior experience in various roles across the medical technology and aerospace sectors. Weinberg Advisory Group is a fee-only registered investment adviser serving individuals, high-net-worth clients, and select small institutions. The firm employs a combination of Modern Portfolio Theory and proprietary security-selection processes, including option writing strategies within separately managed accounts.

Eric Weinberg is a financial advisor at Weinberg Advisory Group with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2005. Weinberg Advisory Group is a fee-only registered investment adviser serving individuals, high-net-worth clients, and select small institutions. The firm combines Modern Portfolio Theory with a proprietary security-selection process and is notable for its use of covered-call option strategies within separately managed accounts.