Larry Myers Jr. is a financial advisor with Golden Reserve Retirement, LLC, holding a Series 63 designation and nine years of industry experience. His prior experience includes roles at Cetera, Farmers National Bank, Citizens Securities, and Citizens Bank. Outside of advisory work, he is active as a food delivery driver for Uber Eats and DoorDash. Golden Reserve Retirement, LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes long-term trading, diversification, and low-cost investments, integrating estate-planning and tax services within its fee structure.

Anthony Zrinyi is a financial advisor at Golden Reserve Retirement, LLC with nine years of industry experience. His background includes roles at Northwestern Mutual Wealth Management Company and Gibbs Butcher and Brews. Outside of advising, he has worked as a bartender and server at Gibbs Butcher and Brews. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification with an emphasis on passive, low-cost investments. The firm integrates estate planning and tax services within its fee structure and offers tailored advice including portfolio management and retirement planning.

Christian Carey is a financial advisor with Golden Reserve Retirement, LLC in Dublin, Ohio, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Ameriprise and Edward Jones. Carey is also a licensed insurance agent affiliated with Golden Reserve, LLC, where he engages in the recommendation and sale of insurance products and fixed annuities. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification with an emphasis on passive, low-cost investments. The firm integrates affiliated estate-planning legal and tax services within its fixed annual fee structure.

Robert Shampine Jr. is a financial advisor at Golden Reserve Retirement, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Golden Reserve Retirement in 2026, he worked at Mainstay Capital Management, Greystone Financial Group, Polaris Greystone Advisory Group, Direct Financial, and Guardian Life Insurance Company. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification with a preference for passive, low-cost investments. The firm integrates affiliated estate-planning legal and tax services within its fixed annual fee structure.

Phillip Huff is a financial advisor at Golden Reserve Retirement, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms including Independence Wealth Advisors, LLC and AlphaStar Capital Management, LLC. In addition to his advisory role, he is a licensed insurance agent affiliated with Golden Reserve, LLC, where he recommends and services insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, focusing on long-term, low-cost investing guided by modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities, with formal affiliations that integrate legal and tax expertise into its advisory offerings.

Matthew Barnes is a financial advisor at Golden Reserve Retirement, LLC with two years of industry experience. He holds the Series 66 designation and has prior experience with The Prudential Insurance Company of America and Pruco Securities LLC. Barnes is also a licensed insurance agent affiliated with Golden Reserve, LLC, where he sells and services insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, emphasizing long-term, predominantly passive investing based on modern portfolio theory. The firm integrates estate-planning and tax-preparation services through affiliated entities and employs a discretionary management approach tailored to client goals.

Alexis Mitchell is a financial advisor at Golden Reserve Retirement, LLC with three years of industry experience. She holds Series 65 and Series 63 credentials. Prior to joining Golden Reserve Retirement, Alexis worked at PFS Investments Inc. and Primerica Financial Services. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification with an emphasis on passive, low-cost investments. The firm integrates estate-planning legal and tax services within its fee structure and uses negotiated fixed annual fees instead of asset-based percentage fees.

Joshua Colwill is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Golden Reserve Retirement, LLC. Prior to joining Golden Reserve, he worked at Northwestern Mutual and U.S. Bank. He is also a licensed insurance agent through Golden Reserve, LLC, involved in the recommendation and sale of insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a long-term, predominantly passive investment approach based on modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities and maintains formal affiliations with a law firm and tax affiliate as part of its advisory package.

Justin Dilbeck is a financial advisor at Golden Reserve Retirement, LLC with eight years of industry experience. He holds Series 65 and Series 66 credentials. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of advising, he is a licensed insurance agent affiliated with Golden Reserve, LLC. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, predominantly passive investment approach tailored to each client’s goals. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities.

Heather Trbovich is a Financial Advisor with Merrill Lynch Wealth Management. She has been working in the financial industry since 2012, focusing on investment management and tax-advantaged strategies. Heather works with individuals, business professionals, and real estate investors to develop strategies that grow and protect wealth over time, emphasizing clear communication, thoughtful planning, and long-term relationships. Heather has expertise in areas including college education planning, personal retirement planning, portfolio management, individual and corporate investment strategy, and tax minimization. She has particular experience with 1031 exchanges and helps clients create tailored financial plans that are structured yet flexible to suit their unique circumstances. Heather holds an Associate's Degree from Baker College and is a Personal Investment Advisor (PIA). Outside of work, she enjoys boating, reading, traveling, and watching movies.

John Forloine is a CFP® and Series 66 registered advisor with 15 years of industry experience. He is currently with Golden Reserve Retirement, LLC and has previously worked at firms including The Pension Group, McCarthy & Cox Retirement & Estate Planning Specialists, Commonwealth Financial Network, Nationwide Securities, and Merrill Lynch. In addition to his advisory role, he is a licensed insurance agent involved in commissionable insurance sales through an affiliated entity. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, emphasizing modern portfolio theory and long-term, low-cost investing. The firm integrates estate-planning and tax-preparation services through affiliated entities and employs discretionary management with a focus on tailored investment strategies.

Tyler Wyss is a financial advisor at Golden Reserve Retirement, LLC with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Howard Bailey Financial, Charles Schwab & Co., Inc., Westpoint Financial Group, Cunningham Agency, and Walls Down Ministry. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, emphasizing long-term trading, diversification, and the use of passive, low-cost investments. The firm integrates affiliated estate planning and tax services within a negotiated fixed annual fee structure.

Matthew Schaefer is a financial advisor at Golden Reserve Retirement, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at The Superlative Group for seven years. In addition to his advisory role, Schaefer is a licensed insurance agent involved in commissionable insurance sales and retirement planning through an affiliated entity. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, predominantly passive investment approach based on modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities, distinguishing itself with formal affiliations and a specific custodian requirement.

Anna Christine is a financial advisor with Golden Reserve Retirement, LLC, holding a Series 65 credential and two years of industry experience. She is also a partner and owner of AlerStallings, LLC, where she is involved in estate planning legal work. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, predominantly passive investment approach tailored to client goals. The firm offers discretionary management and integrates estate-planning and tax-preparation services through affiliated entities.

Clayton Kreuz is a financial advisor at Golden Reserve Retirement, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Summit Financial. Outside of advisory services, he is a licensed insurance agent affiliated with Golden Reserve, LLC, involved in recommending, selling, and servicing insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, emphasizing long-term, low-cost investing based on modern portfolio theory. The firm offers discretionary management and integrates estate-planning and tax-preparation services through affiliated entities.

Jeremy Hudson is a financial advisor at Golden Reserve Retirement, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Hoffman Financial Group, Retirement Wealth Advisors, and Impact Partnership. Outside of his advisory role, Hudson is involved with Hoffman Financial Group using Fixed Index Annuities and life insurance as part of financial planning. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification with an emphasis on passive, low-cost investments. The firm integrates estate planning and tax services within its fixed annual fee structure and offers customized planning and ongoing portfolio management.

Todd White is a financial advisor at Golden Reserve Retirement, LLC in Knoxville, TN, holding a Series 65 license with eight years of industry experience. He has been with Golden Reserve Retirement since 2017, following a year at James Hardie Building Products. Outside of his advisory role, he is a licensed insurance agent affiliated with Golden Reserve, LLC, where he recommends and sells insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, emphasizing long-term, predominantly passive investing aligned with clients’ goals. The firm integrates estate planning and tax-preparation services through affiliated entities and utilizes a subadvisor for certain investment strategies.

Dustin Knoedler is a financial advisor at Golden Reserve Retirement, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including MWA Financial Services Inc, Modern Woodmen of America, OneAmerica Securities, American United Life, and Kemper. Outside of advising, he is a part owner of American Energy Choice LLC, a business involved in electricity and natural gas supply. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, focusing on long-term, predominantly passive investing guided by modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities and distinguishes itself with formal affiliations to a law firm and a tax affiliate integrated into its advisory offerings.

Paul Brewer is a financial advisor with Golden Reserve Retirement, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Fisher Investments, American Funds, and LPL Financial. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification using modern portfolio theory. The firm offers tailored planning, including retirement, tax, and estate considerations, and integrates estate-planning legal and tax services within its fixed annual fee structure.

Cole Kirchner is a financial advisor at Golden Reserve Retirement, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Hornor, Townsend & Kent LLC, and New York Life Insurance Co. among other firms. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification using passive, low-cost investments. The firm integrates estate-planning and tax services within its fixed annual fee structure and emphasizes tailored client documentation and ongoing portfolio management.

Carl Trent is a financial advisor with Golden Reserve Retirement, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Mass Mutual Investors Services, W&S Brokerage Services, Western Southern Life, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory work, he is licensed as an insurance agent, offering life, fixed annuities, disability, long-term care, health, and group life/health products. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients. The firm focuses on long-term trading and diversification with an emphasis on low-cost, passive investments, and integrates affiliated estate-planning and tax services within a fixed annual fee structure.

Timothy Stallings is a financial advisor at Golden Reserve Retirement, LLC with two years of industry experience. He holds a Series 65 designation and is a partner and owner of AlerStallings, LLC, a law firm where he provides estate planning legal services. Stallings is also a licensed insurance agent affiliated with Golden Reserve, LLC, involved in the recommendation and sale of insurance products and fixed annuities. Golden Reserve Retirement, LLC offers portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, low-cost, predominantly passive investment approach based on modern portfolio theory. The firm integrates estate-planning and tax-preparation services through affiliated entities and employs discretionary management with a focus on tailored client objectives.

John Glander is a financial advisor at Golden Reserve Retirement, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Enterprise, The Prudential Insurance Company of America, BMO Harris Bank, Northwestern Mutual, and Charles Schwab. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, employing a long-term, predominantly passive investment approach based on modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities, and maintains formal affiliations with a law firm and a tax affiliate as part of its advisory offering.

Craig Robinette is a financial advisor with Golden Reserve Retirement, LLC in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Crump Life Insurance Services, OneAmerica Securities, and Nationwide Securities LLC. Robinette also operates Robinette Risk Management, an entrepreneurial venture he has been involved with since 2023. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification with a preference for passive, low-cost investments. The firm integrates estate-planning legal and tax services within its fixed annual fee structure, and offers tailored advice supported by regular portfolio monitoring.

Joe Maul is a Financial Consultant currently working at Fidelity Investments since 2023. He has a professional background that includes multiple roles at Fidelity Investments, such as Investment Consultant, Planning Consultant, and Financial Consultant, as well as experience as an Internal Consultant at Meeder Investment Management and a Digital Wealth Management Specialist at JPMorgan Chase. His professional focus centers on helping individuals and couples develop income strategies for retirement that align their investments with their personal values and long-term objectives. Joe's approach emphasizes clarity and confidence, supporting clients in making decisions that protect their loved ones and sustain their desired lifestyle. Outside of his professional commitments, Joe is interested in family activities, fitness, movies, and traveling.

Benjamin Hout is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Golden Reserve Retirement, LLC. His prior roles include positions at Horter Investment Management, Cerity Partners, ARGI Investment Services, and a long tenure at Fifth Third Securities and Fifth Third Bank. He is also a licensed insurance agent involved in the recommendation and sale of insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, focusing on long-term, predominantly passive investing guided by modern portfolio theory. The firm offers discretionary management and integrates estate-planning and tax-preparation services through affiliated entities, distinguishing itself with formal affiliations to law and tax firms and a structured approach to investment and custody.

Edward Wright is a CFP® and Series 65-registered advisor with 10 years of industry experience. He is currently with Golden Reserve Retirement, LLC and previously worked at C.H. Dean, LLC for eight years. Outside of his advisory role, Wright established Wright Up Your Alley LLC, a non-investment business, and holds a currently inactive real estate salesperson license in Ohio. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering discretionary management guided by modern portfolio theory and low-cost, long-term investing strategies. The firm integrates estate-planning and tax-preparation services through affiliated entities and utilizes a subadvisor for specialized strategies.

Joel Northam Jr. is a Series 65 licensed advisor with two years of industry experience, currently with Golden Reserve Retirement, LLC in Troy, MI. His prior work includes roles at Polo Drive Wealth and JD Mellberg. Northam also holds a licensed insurance agent designation through an affiliate of Golden Reserve Retirement, offering insurance products and services. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading, diversification, and tailored financial plans. The firm integrates estate-planning and tax services within a negotiated fixed annual fee structure.

Joseph Satira is a CFP® and ChFC® currently with Golden Reserve Retirement, LLC in Dublin, OH. He has prior experience at PNC Investments LLC and PNC Bank, accumulating several years in the financial services industry. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, predominantly passive investment approach based on modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities, and operates with formal affiliations that distinguish its advisory offering.

Tyler Strauer is a financial advisor at Golden Reserve Retirement, LLC in Dublin, OH, holding a Series 66 license with eight years of industry experience. His prior roles include positions at Charles Schwab, Edward Jones, and ADP RPO. In addition to advisory services, he is licensed to recommend and sell commissionable insurance products through Golden Reserve, LLC. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification with an emphasis on passive, low-cost investments. The firm integrates affiliated estate-planning and tax services within its fixed annual fee structure.