Joshua Harrell is a CFP® professional with 15 years of industry experience. He has been with Balanced Wealth Group LLC since 2023, following 12 years at Ameriprise. He serves on the finance committee at City Church, where he assists with budget and cash flow analysis. Balanced Wealth Group is an SEC-registered, fee-based adviser that serves individuals, families, trusts, businesses, and retirement plans. The firm manages diversified portfolios primarily using ETFs and mutual funds, taking a long-term investment approach and tailoring discretionary management to client objectives.

Matthew Gottshall is a CFP® and Series 66-registered advisor with eight years of industry experience. He currently works at Balanced Wealth Group LLC, where he has been since 2023. His prior roles include positions at Ameriprise Financial Services and Daugherty, Sieverts Wealth Advisors. Gottshall serves as an associate board member of The City Mission in Cleveland, Ohio. Balanced Wealth Group is a fee-based, SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The team manages diversified portfolios primarily with ETFs and mutual funds, offering financial planning, discretionary investment management, and retirement plan advisory services.

Michelle Taylor is a financial advisor at Balanced Wealth Group LLC with 28 years of industry experience. She holds a Series 63 designation and has worked at firms including Ameriprise, MassMutual Life Insurance Company, and Charles Schwab. Outside of her advisory role, she serves as a trustee of finance on a nonprofit board and is a co-owner of a business focused on enterprise collaboration systems. Balanced Wealth Group is an SEC-registered, fee-based advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm provides financial planning, discretionary investment management, and retirement plan advisory services through a five-advisor team managing approximately $494 million in discretionary assets. Their investment approach emphasizes long-term diversified portfolios constructed mainly with ETFs and mutual funds, utilizing fundamental and technical analysis.

Roger Potter is a financial advisor at Balanced Wealth Group LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for eight years. Outside of his advisory work, he is the author of two books titled "Proverbs: Wisdom for Prosperity" and "Proverbs: Wisdom for the Graduate." Balanced Wealth Group is a fee-based, SEC-registered adviser serving individuals, families, trusts, businesses, and retirement plans. The firm manages diversified portfolios primarily using ETFs and mutual funds and offers financial planning, discretionary investment management, and retirement plan advisory services through a five-advisor team.

Matthew Daugherty is a CFP® and holds a Series 66 license with 25 years of industry experience. He has worked at Balanced Wealth Group LLC since 2023 and previously spent 18 years at Ameriprise. Outside of his advisory role, he serves on the boards of the Lakewood/Rocky River Rotary Foundation and the Ohio University College of Business Finance Advisory Council. Balanced Wealth Group is a fee-based, SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm manages diversified portfolios primarily using ETFs and mutual funds, providing discretionary investment management and financial planning services through a five-advisor team.