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Benjamin D

CFP®, Series 65

Prospect, KY

The Gleason Group, Inc.

Benjamin Doninger is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 65 license with 11 years of industry experience. He has worked at The Gleason Group, Inc. since 2022 and previously spent seven years at Centerline Wealth Advisors, LLC. The Gleason Group is a registered investment adviser team serving individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a goal-based, long-term buy-and-hold strategy using diversified allocations and fundamental analysis, tailoring advisories to clients’ risk tolerance, time horizon, and liquidity needs.

Wealth management Retirement income strategy Social Security optimization Medicare planning
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Lindsay M

Series 65

Prospect, KY

The Gleason Group, Inc.

Lindsay Manietta is a financial advisor at The Gleason Group, Inc. in Prospect, KY, holding a Series 65 designation with nine years of industry experience. She has been with The Gleason Group since 2016, working as part of a six-advisor team. The Gleason Group serves individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations by providing comprehensive wealth management, financial life planning, and retirement plan consulting. The firm employs a goal-based, long-term buy-and-hold investment approach focused on fundamental analysis and diversified allocations tailored to each client's risk tolerance and objectives.

Wealth management Retirement income strategy Social Security optimization Medicare planning
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Andrea G

Series 65

Prospect, KY

The Gleason Group, Inc.

Andrea Gleason is a financial advisor with The Gleason Group, Inc. in Prospect, KY, holding a Series 65 designation and bringing 10 years of industry experience. She has been with The Gleason Group since 2015, working within a team of five advisors. The Gleason Group provides wealth management, financial planning, and portfolio management services to a diverse client base including individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm focuses on goal-based planning and fundamental analysis, implementing diversified, long-term investment strategies tailored to clients' risk tolerance and time horizons.

Wealth management Retirement income strategy Social Security optimization Medicare planning
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Gavin G

Series 66

Prospect, KY

The Gleason Group, Inc.

Gavin Gleason is a Series 66 licensed financial advisor with 23 years of industry experience. He has been with The Gleason Group, Inc. since 2015 and serves as trustee for the Jean M Gleason Family Trust. The Gleason Group provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm employs goal-based planning and fundamental analysis, implementing diversified, long-term buy-and-hold strategies tailored to client risk tolerance and time horizon.

Wealth management Retirement income strategy Social Security optimization Medicare planning
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Ava N

CFP®, Series 65

Prospect, KY

The Gleason Group, Inc.

Ava Nivens is a CFP® with eight years of industry experience, currently serving as an advisor at The Gleason Group, Inc. since 2019. Prior to that, she worked at Stegner Investment Associates, Inc. for four years. The Gleason Group provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes goal-based planning and fundamental analysis, implementing diversified, long-term buy-and-hold strategies tailored to clients’ risk tolerance and time horizon.

Wealth management Retirement income strategy Social Security optimization Medicare planning
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Richard T

Series 65

Prospect, KY

The Gleason Group, Inc.

Richard Thieneman III is a financial advisor at The Gleason Group, Inc. with a Series 65 designation. He has prior work experience at Turning Point Brands, Premier Packaging, Humana, and United Parcel Service. The Gleason Group provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes goal-based planning and fundamental analysis, typically implementing diversified, long-term buy-and-hold strategies tailored to client risk tolerance and time horizon.

Wealth management Retirement income strategy Social Security optimization Medicare planning
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