Yarger Wealth Strategies, LLC

Timothy Scholten is a financial advisor with Yarger Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Raymond James Financial Services from 2016 to 2020. Outside of his advisory role, he works as a certified high school and middle school basketball referee in Ohio. Yarger Wealth Strategies provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term, fundamental-analysis approach with tactical trading and rebalancing, and it supervises specialized investments including the use of derivatives and borrowing in managed accounts.

Naomi Roberts is a financial advisor at Yarger Wealth Strategies, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Yarger Wealth Strategies since 2020. Prior to that, she spent six years with Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. Yarger Wealth Strategies provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term, fundamental-analysis investment approach while incorporating tactical trading and rebalancing, and it manages portfolios using a range of vehicles including ETFs, mutual funds, individual equities, and bonds.

Theodore Winders is a CFP® and CFA® with 15 years of industry experience. He currently serves at Yarger Wealth Strategies, LLC and previously worked for seven years at J.P. Morgan Institutional Investments Inc. Yarger Wealth Strategies provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term, fundamental-analysis approach combined with tactical trading and rebalancing, utilizing independent money managers and managed accounts that may include derivatives and leverage under documented oversight.

Jonathan Yarger is a ChFC® credentialed financial advisor with 34 years of industry experience. He has worked at Yarger Wealth Strategies since 2020 and previously spent over a decade with Raymond James Financial Services. Outside of his advisory role, he is involved in real estate investment and management through several private ventures. Yarger Wealth Strategies provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term, fundamental-analysis approach with tactical trading and rebalancing, and it supervises specialized investments including derivatives and borrowing within managed accounts.