Molly Grubb is a financial advisor at Dynasty Financial Planners with 17 years of industry experience. She holds a Series 63 designation and has worked previously at Cambridge Investment Research Advisors, INC from 2012 to 2017. Outside of her advisory role, she owns an exotic car holding company, Amora Green Exotics, LLC. Dynasty Financial Planners serves individuals, business owners, and employee benefit plans with discretionary portfolio management and financial planning. The firm emphasizes customized investment strategies documented in written Investment Policy Statements and offers services including pension consulting, estate-unwinding assistance, and business-owner exit planning.

Jonathan Messimer is a CFP® and Series 66-registered advisor with Dynasty Financial Planners in Worthington, OH. He has been with Dynasty since 2019 and has prior experience at StoneBridge Financial Group, Edward Jones, Pfizer, Merck & Co., and Amazon. Dynasty Financial Planners serves individuals, business owners, and employee benefit plans with discretionary portfolio management and financial planning. The firm emphasizes customized model allocations, uses a range of investment methods including fundamental and technical analysis, and offers specialized services such as business-owner exit planning and estate-unwinding assistance.