Matthew Peck is a CFP® with six years of industry experience and currently serves as an advisor at Anderson Financial Strategies, LLC. Before joining Anderson Financial Strategies, he held roles at Alternativ Wealth, Carillon Advisors, and Carnegie Investment Counsel, among others. Outside of his advisory work, he manages social media for the Ottawa-Glandorf football Booster Club. Anderson Financial Strategies provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, foundations, corporations, small businesses, churches, and retirement plans. The firm employs an investment process that combines active asset management with fundamental and technical analysis and uses Modern Portfolio Theory to build diversified portfolios, offering various model portfolios and fiduciary services.

Timothy Brown is a financial advisor at Anderson Financial Strategies, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including United Planners Financial Services of America and Cutter And Company Brokerage, Inc. Outside of his advisory role, he serves on the Bikeway and Non-Motorized Transportation Advisory Committee. Anderson Financial Strategies provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm’s investment approach combines active management with fundamental and technical analysis, utilizing Modern Portfolio Theory to build diversified portfolios and offering both discretionary and non-discretionary management options.

Nicole Lanning is a ChFC® credentialed financial advisor with 12 years of industry experience. She is currently with Anderson Financial Strategies, LLC, where she has worked since 2024. Prior to this, she was employed at Pentegra and Nationwide Investment Services Corporation. Outside of her advisory role, she serves as an office manager at Stratton Mortgage, a mortgage brokerage. Anderson Financial Strategies is a SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, tailored asset management approach using fundamental and technical analysis alongside modern portfolio theory and offers a range of fiduciary and retirement plan consulting services.

Shon Anderson is a CFP® and CFA® credentialed financial advisor with 18 years of industry experience. He has been with Anderson Financial Strategies, LLC since 2012 and previously worked at United Planners Financial Services of America and Kier Educational Resources. Anderson serves as president of the CFA Society Dayton and has been an adjunct professor at Wright State University since 2009. Anderson Financial Strategies is a SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, tailored asset management approach combining fundamental and technical analysis with modern portfolio theory, managing approximately $348 million in assets across a five-advisor team.