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Kyler B

Series 65

Defiance, OH

Northfort Financial, LLC

Kyler Baird is a financial advisor at Northfort Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Northfort, he held roles at firms including Manz Accounting and Insurance and Briskey Financial Services, LLC. Outside of financial advising, he owns and operates Baird’s Local Honey, an agricultural business focused on beekeeping and honey products. Northfort Financial, LLC is an SEC-registered investment adviser serving retail investors with fiduciary portfolio management and advisory services. The firm manages accounts on a discretionary basis and advises on a wide range of investments while maintaining regular client contact and portfolio monitoring.

Wealth management General tax planning
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Keith M

CFP®, Series 63

Defiance, OH

Northfort Financial, LLC

Keith McDonald is a CFP® professional with 27 years of industry experience. He has been associated with McDonald Capital Management, Inc. for 35 years. He currently serves as an advisor at NorthFort Financial, LLC, a firm based in Defiance, OH. NorthFort Financial, LLC is a registered investment adviser providing fiduciary portfolio management and advisory services primarily to retail investors. The firm manages diversified portfolios on a discretionary basis and emphasizes ongoing monitoring and periodic adjustments across a broad range of investment products.

Wealth management General tax planning
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Patrick B

Series 66

Defiance, OH

Northfort Financial, LLC

Patrick Briskey is a financial advisor at NorthFort Financial, LLC with 23 years of industry experience. He holds a Series 66 designation and has been operating Briskey Financial Services, LLC since 2007. Outside of his advisory work, he is the sole owner of NAK Holdings, LLC, a real estate investment company unrelated to his financial advisory activities. NorthFort Financial provides discretionary portfolio management, financial planning, and tax preparation services primarily to individuals and families who are not high-net-worth clients. The firm employs a combination of charting, fundamental, and technical analysis to guide investment decisions and offers tailored services without formal account minimums.

Wealth management General tax planning
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