Peter Barrett is a financial advisor at Investment Analytics, LLC in Cincinnati, Ohio, holding Series 65 and Series 66 credentials with six years of industry experience. His prior roles include positions at Somerset Residences LLC and Wells Fargo Clearing. He is also Vice President of Barrett Family Investments, LLC. Investment Analytics, LLC provides portfolio management and investment consulting primarily for individual and high-net-worth clients. The firm combines cyclical and technical analysis, fundamental research, and modern portfolio theory in its investment approach, focusing mainly on equity portfolios while incorporating diverse asset classes.

Christian Matix is a financial advisor with Investment Analytics, LLC and holds a Series 65 designation. He has five years of industry experience, having worked at Investment Analytics since 2021. Prior to this, he held positions at Somerset Residences and Winsupply, Inc. outside the financial sector. Investment Analytics, LLC provides portfolio management and investment consulting primarily to individual and high-net-worth clients. The firm utilizes a variety of investment strategies, including cyclical and technical analysis, fundamental research, and modern portfolio theory, with a portfolio focus on equities as well as other asset classes.

Lee Bower is a financial advisor at Investment Analytics, LLC with three years of industry experience and holds a Series 65 designation. Prior to his advisory role, he worked at Planned Parenthood Southwest Ohio Region and Clinical Health Network for Transformation. He currently serves as CFO for Habitat for Humanity of Greater Cincinnati, where he oversees accounting and financial management. Investment Analytics, LLC provides portfolio management and investment consulting primarily to individual and high-net-worth clients. The firm employs a range of strategies including long-term investing, margin, and options, with portfolios that are primarily equity-focused but may also include mutual funds, ETFs, fixed income, and alternative investments.