Windsor Advisory Group, LLC

Kyle Ellis is a financial advisor at Windsor Advisory Group, LLC in Columbus, OH, holding a Series 65 designation with two years of industry experience. Prior to joining Windsor Advisory Group in 2022, he worked at Crowe LLP for seven years. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices, as well as trusts, corporations, and charitable entities. The firm acts as a personal CFO and offers consulting on a range of financial matters, implementing individualized investment plans across public and private markets with an emphasis on manager selection and ongoing due diligence.

Alexander Moeslein is a financial advisor at Windsor Advisory Group, LLC, holding a Series 65 credential. He has been with Windsor Advisory Group since 2023 and previously worked at SMC Infrastructure Partners, Miami University, and Giant Eagle. Windsor Advisory Group provides family office and wealth advisory services to high net worth individuals, families, trusts, corporations, and charitable entities. The firm offers comprehensive personal CFO services, including tax, trust and estate consulting, charitable giving, insurance, banking, and private business transactions, alongside portfolio management with a focus on both public and private markets.

Clayton Hall is a financial advisor with Windsor Advisory Group, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Windsor Advisory Group since 2017 and previously at J.P. Morgan Investment Management and J.P. Morgan Institutional Investments from 2014 to 2018. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices, as well as trusts, corporations, and charitable entities. The firm offers comprehensive financial planning and portfolio management across public and private markets, emphasizing individualized cash flow and investment strategies, discretionary management, and private investment opportunities.

Carter Gerlach is a CFP® professional with nine years of industry experience, currently serving at Windsor Advisory Group, LLC since 2019. His prior experience includes roles at The Columbus Foundation and J.P. Morgan. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices, offering comprehensive consulting on tax, trust and estate matters, charitable giving, insurance, and private business transactions alongside portfolio management. The firm employs individualized Cash Flow and Investment Plans implemented across public and private markets, with a focus on manager selection, ongoing due diligence, and discretionary client relationship management.

Jonathon Eesley is a financial advisor at Windsor Advisory Group, LLC in Columbus, Ohio, holding a Series 66 designation with 15 years of industry experience. He has been with Windsor Advisory Group since 2012. Outside of his advisory role, he serves as a director on the board of Highlights for Children, Inc., an educational media nonprofit. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices, offering comprehensive financial planning and portfolio management across public and private markets. The firm emphasizes individualized investment plans, manager due diligence, and discretionary management, and also manages proprietary pooled private investment vehicles.

Paul Geiger is a financial advisor at Windsor Advisory Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Meeder Investment Management, FTJ FundChoice LLC, and Fidelity Brokerage Services LLC. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices, as well as trusts, corporations, and charitable entities. The firm offers comprehensive financial consulting and portfolio management, emphasizing individualized cash flow and investment plans implemented across both public and private markets.

Harry Dye III is a financial advisor at Windsor Advisory Group, LLC in Columbus, OH, with 8 years of industry experience. He holds the Series 65 designation and has been with Windsor Advisory Group since 2002. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices, as well as trusts, corporations, and charitable entities. The firm offers comprehensive financial planning and portfolio management, emphasizing customized investment strategies across public and private markets, including private equity and hedge funds.

Jacob Chockran is a Series 65-licensed advisor at Windsor Advisory Group, LLC with three years of industry experience. He has worked at Windsor Advisory Group since 2016 and previously spent two years at Plante Moran. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices, as well as trusts, corporations, and charitable entities. The firm acts as a personal CFO and offers consulting on taxes, trust and estate matters, charitable giving, insurance, banking, and private business transactions alongside portfolio management.

Evan Yakubov is a financial advisor at Windsor Advisory Group, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Deloitte and G2 Capital Management. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices, offering personalized financial planning, tax and estate consulting, and portfolio management across both public and private markets. The firm emphasizes manager selection, due diligence, and discretionary management, and also serves as manager to proprietary pooled private investment vehicles.

Samantha Buck is a Series 65 licensed advisor with eight years of experience at Windsor Advisory Group, LLC. She previously worked at Grange Insurance and the Ohio State Office of Student Life Disability Services. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices, offering personalized financial planning and portfolio management across a broad range of asset classes, including private equity and hedge funds. The firm also advises trusts, corporations, and charitable entities, serving many clients on a discretionary basis.

Cory Hinaman is a CFA® charterholder with seven years of experience at Windsor Advisory Group, LLC and four years of prior experience at The Ohio State University. He is based in Columbus, OH. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices, as well as trusts, corporations, and charitable entities. The firm offers comprehensive financial planning and portfolio management, including private market investments and personalized consulting on tax, estate, and business matters.

Matthew Mc Climon is a financial advisor at Windsor Advisory Group, LLC with five years of industry experience. He holds a Series 65 credential and has worked at Windsor Advisory Group since 2020, following seven years at Wagenbrenner Development. Outside of his advisory role, he serves as president of MMcClimon Inc., providing real estate consulting services. Windsor Advisory Group offers family office and wealth advisory services primarily to high net worth individuals, families, and family offices, providing comprehensive consulting on taxes, trusts, estate matters, and private business transactions alongside portfolio management. The firm develops tailored cash flow and investment plans implemented across public and private markets, emphasizing manager selection, ongoing due diligence, and discretionary client relationship management.

Matthew Reber is a financial advisor at Windsor Advisory Group, LLC in Columbus, Ohio, holding a Series 65 designation with one year of industry experience. Prior to joining Windsor Advisory Group, he worked at KPMG LLP and has experience in education and other fields. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices. The firm offers personalized financial planning and management across public and private markets, including private equity and private placements, with an emphasis on manager selection, due diligence, and discretionary client relationship management.