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Ryan J

Series 65, Series 63

Dublin, OH

EGSI Investment Management

Ryan Johnston is a financial advisor with EGSI Investment Management in Dublin, Ohio. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining EGSI, he worked at The Huntington Investment Company and The Huntington National Bank. EGSI Investment Management provides investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, non-profits, and institutional public funds. The firm uses a top-down market analysis approach and offers discretionary and non-discretionary portfolio management, retirement plan consulting, and fiduciary services.

General retirement planning Charitable giving & philanthropy Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Alexander R

Series 63, Series 65

Dublin, OH

EGSI Investment Management

Alexander Rye is an advisor at EGSI Investment Management with Series 63 and Series 65 designations and one year of industry experience. Prior to joining EGSI, he held positions at Northwestern Mutual and worked in pediatric ophthalmology for four years. EGSI Investment Management provides investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, non-profits, and institutional public funds. The firm employs a top-down approach combining fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management with a range of model portfolios and continuous account supervision.

General retirement planning Charitable giving & philanthropy Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Edward S

Series 65

Dublin, OH

EGSI Investment Management

Edward Siddell is a Series 65 licensed advisor with over 22 years of industry experience. He has worked at EGSI Investment Management since 2002 and at Prosperity Capital Advisors since 2011. He is also the CEO of a business involved in insurance. EGSI Investment Management provides investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, non-profits, and institutional public funds. The firm employs a top-down approach to market analysis, offering both discretionary and non-discretionary portfolio management with a range of model portfolios and continuous account supervision.

General retirement planning Charitable giving & philanthropy Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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