Rodney Peters is a financial advisor with Peters Wealth Group in Westerville, OH, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Aegis Wealth Management, Eastwind Capital Wealth Management, Guardian Life Insurance, and Park Avenue Securities. In addition to his advisory work, Peters hosts an educational podcast, YouTube channel, and radio show. Peters Wealth Group serves individual clients, including high-net-worth individuals, and small businesses by providing comprehensive wealth management through financial planning and portfolio management. The firm uses model portfolios and a mix of fundamental, technical, and cyclical analyses, operating with discretionary authority and distinguishing itself by offering no-charge public educational seminars and media outreach.

Steven Kurtz is a financial advisor at Peters Wealth Group with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Capital Analysts, and Lincoln Investment. Outside of his advisory role, he is involved as an independent contractor identifying distressed properties through a real estate venture called Kurtz Collective. Peters Wealth Group serves individual clients, including high-net-worth individuals, and small businesses by combining financial planning with ongoing portfolio management. The firm employs model portfolios, uses various analytical approaches, and offers discretionary management, along with no-charge educational seminars and media content produced by its principal.