user avatar

Ryan Bradley Smith

Advisor at The AmeriFlex Group — Columbus, OH

Updated today

Credentials

Series 63

Experience

30 years

Location

Columbus, OH 43215

The AmeriFlex Group logo

The AmeriFlex Group

Multi-team

Total advisors

209

Across 107 offices

Clients per advisor

75 High

Avg AUM per client

$549,793 Typical

HNW client ratio

14% Typical

About

Ryan Smith is a financial advisor with The AmeriFlex Group, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Cambridge Investment Research, Inc., SagePoint Financial, Inc., and Principal Securities Inc. He serves as a director and volunteer for the FOP Foundation Capitol City 9. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing model asset allocations and various discretionary manager relationships.

Client services

Based on The AmeriFlex Group

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on The AmeriFlex Group

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy

Occupation focus

Based on The AmeriFlex Group

Founder/Business Owner Retired Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees typically ranging from $500 to $10,000 for financial planning and consulting services.

Commissions

Certain Investment Advisor Representatives are registered representatives of Cambridge Investment Research, Inc. and may receive commissions, trails, and other compensation from securities sales.

Project-based

Hourly fees typically ranging from $50 to $300 per hour for financial planning, consulting, and non-discretionary advisory services.

Other

Fee-only: Fixed fees typically ranging from $500 to $10,000 for financial planning and consulting services; hourly fees typically ranging from $50 to $300 per hour for financial planning, consulting, and non-discretionary advisory services.

Location

See office

Columbus, OH

222 E. Town Street, Suite 150

Columbus OH 43215

Advisors at this office

3

Most active in

Ohio · Texas

Work history

30 years of industry experience

Cambridge Investment Research, Inc.

2025 - Present • 1 year

Fairfield, IA

OSAIC

2023 - 2025 • 2 years

Columbus, OH

The Ameriflex Group

2022 - Present • 4 years

Las Vegas, NV

SagePoint Financial, Inc.

2022 - 2023 • 1 year

Columbus, OH

Union Financial Inc

2021 - 2022 • 1 year

Columbus, OH

Rs Advisors

2019 - Present • 7 years

Columbus, OH

Principal Securities INC

2016 - 2022 • 6 years

Columbus, OH

Firefighter Integrity Retiremetn Enterprise

2008 - 2019 • 11 years

Dublin, OH

Ryan Smith Financial Services

2005 - 2019 • 14 years

Dublin, OH

PRINCIPAL LIFE INSURANCE COMPANY

1998 - 2022 • 24 years

Columbus, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

James B

CFP®

Upper Arlington, OH

Blue Advisors

Blue Advisors is a fee-only financial planning and investment management firm based in Columbus, Ohio, serving retirees and busy professionals throughout the region and across the United States. My mission is simple: to help you achieve your financial goals through clear advice, education, and a commitment to your best interests—always. Why Blue Advisors? Fiduciary Oath: As a fee-only, fiduciary advisor, I am legally obligated to put your interests first. I do not sell products or earn commissions—my only job is to give you expert, unbiased advice. Education First: I believe that informed clients make better decisions. I'm here to demystify financial planning and investment management, empowering you with the knowledge you need to succeed. Low, Transparent Fees: My fee-only structure means no hidden costs or sales pitches—just straightforward, affordable advice. Personalized Service: By limiting the number of clients I work with, I ensure you receive the attention and tailored solutions you deserve. My Philosophy There's nothing new about sound financial planning and investment management. While laws and regulations may change, the core principles that drive long-term success remain unchanged. History has shown that the fundamentals work—there are no secret shortcuts or magic products. My role is to help you apply these time-tested strategies to your unique situation. My Process: Simple, Secure, Supportive I understand that choosing or changing a financial advisor can feel overwhelming. That's why I've created a straightforward, stress-free process: Get Acquainted: We start with a relaxed, no-pressure conversation to understand your goals, concerns, and what prompted you to seek guidance. It’s an opportunity for you to ask questions and see if we’re the right fit. Secure Information Sharing: If you decide to move forward, you’ll share your financial information through safe, encrypted tools. Your privacy and security are always my top priority. Personalized Planning: I review your documents, assess your current financial picture, and create a clear, comprehensive financial plan and investment strategy tailored to your goals, values, and long-term aspirations. We walk through everything together so you feel confident, informed, and in control. Ongoing Guidance: Your financial life isn’t static—and your plan shouldn’t be either. As laws, markets, and life circumstances change, I’ll be there to adjust your plan, answer questions, and provide ongoing education and support. Let's Take the First Step—Together Taking that first step toward financial clarity can be intimidating. My goal is to make it as easy and comfortable as possible. At Blue Advisors, you'll find a trusted partner—one who listens, educates, and guides you every step of the way. Ready to start your financial journey? Let's connect and build your brighter financial future together. .

Wealth management Founder/Business Owner Retired Gen Y/Millennials (Born 1980-1995) Married/Couples/Partners Approaching retirement Retired Baby Boomers (Born 1946-1964)

Nick G

CFP®, ChFC®, Series 65, CLU®

Columbus, OH

ClearMind Capital

I'm the founder of ClearMind Capital, a fee-only firm based in Columbus, OH. I work mostly with business owners, self-employed professionals, and people who are close enough to retirement that the decisions they make in the next few years actually matter a lot. The planning I do tends to live at the intersection of retirement income, tax strategy, and the messier stuff that comes with owning a business or leaving one. A lot of my clients come in with good pieces in place but nobody has ever pulled them together or looked at how the tax picture connects to everything else. That's usually where the real work is. When we get that right, something shifts. People stop second-guessing whether they're making smart moves and start feeling like they actually have a plan they understand and trust. For most of my clients, that clarity is the thing they didn't know they were missing.

General tax planning General retirement planning Business ownership considerations Wealth management Early retirement planning Founder/Business Owner Self-Employed Artists or Creative Retired HENRY (High Earners, Not Rich Yet) Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995)

Bohdan (Bo) H

Series 65

Worthington, OH

OneSeven

Bohdan (Bo) Hall is a financial advisor at OneSeven with three years of industry experience and holds a Series 65 designation. He has worked at OneSeven since 2024 and has previous experience at the University of Cincinnati and Kent State University. Outside of his advisory role, he is the managing member of 614 Wealth Architects, LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, typically employing diversified mutual funds, ETFs, and individual securities with access to alternatives and private placements when suitable.

Wealth management Retirement income strategy Business exit / sale strategy General tax planning General estate planning guidance Young Professionals Mid-Career Professionals Established Professionals Approaching retirement Retired
user avatar

Freddie E

Series 66

Columbus, OH

Thomas Everett Investments, LLC

Freddie Everett Jr. is a financial advisor at Thomas Everett Investments, LLC in Columbus, OH, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Edward Jones and Hardimann Investment Management, Inc. He is also involved in community pastoral work through Columbus Bible Way Church, Inc. Thomas Everett Investments is an independent advisory firm providing asset management, financial planning, third-party manager referrals, and retirement plan consulting to individuals, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and quantitative methods in its investment analysis and offers both discretionary and non-discretionary portfolio management, with a notable focus on pension consulting and serving charitable clients.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Retired
user avatar

Timothy C

Series 63

Westerville, OH

Ripple Effect Investment Strategies, LLC

Timothy Cooper is a financial advisor at Ripple Effect Investment Strategies, LLC with 17 years of industry experience. He holds a Series 63 designation and has been self-employed since 1997, operating an insurance services business that occupies the majority of his professional time. Ripple Effect Investment Strategies focuses on individualized financial planning and tax preparation for individual clients rather than institutional mandates. The firm offers written financial plans covering income, taxes, insurance, estate matters, and investment allocation, and provides educational seminars and insurance product discussions without custody of client assets or discretionary trading authority.

Social Security optimization General retirement planning General tax planning Life insurance needs analysis Cash flow / budgeting
user avatar

Lucinda L

Series 63, Series 66

Canal Winchester, OH

Lynch Retirement Advisors, LLC.

Lucinda Lynch is a financial advisor at Lynch Retirement Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Lincoln Financial Distributors and Lincoln Financial Advisors Corporation since 1996. Outside of her advisory role, she provides evening daycare services approximately 25 hours per week. Lynch Retirement Advisors focuses on retirement-centered financial planning and portfolio management for individuals, families, and small businesses. The firm emphasizes strategic retirement planning, utilizing tools like MoneyGuidePro and Charles Schwab technology, and manages both discretionary and non-discretionary accounts with around $19.84 million in assets under management.

General retirement planning Annuities Roth conversion strategy
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")