Timothy Scholten is a financial advisor with Yarger Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and Raymond James Financial Services. Outside of his advisory work, he serves as a paid referee for Ohio high school and middle school basketball games. Yarger Wealth Strategies is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary wealth management, financial planning, and ERISA fiduciary investment oversight, employing customized portfolios with a focus on fundamental analysis and a primarily long-term investment horizon.

Naomi Roberts is a financial advisor at Yarger Wealth Strategies, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Yarger Wealth Strategies in 2020, she worked at Raymond James Financial Services Advisors Inc. from 2014 to 2020. Yarger Wealth Strategies is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary wealth management, financial planning, and retirement-plan advisory services, emphasizing customized portfolios constructed with ETFs, mutual funds, equities, bonds, and, when appropriate, alternative investments.

Theodore Winders is a CFP® and CFA® with 15 years of experience in financial advisory. He is currently with Yarger Wealth Strategies, LLC, joining the firm in 2023 after seven years at J.P. Morgan Institutional Investments Inc. Yarger Wealth Strategies is an SEC-registered advisory firm serving high-net-worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary wealth management, financial planning, and retirement-plan advisory services, utilizing a customized investment approach that includes ETFs, mutual funds, equities, bonds, and alternative investments.

Jonathan Yarger is a financial advisor with Yarger Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to founding his current firm in 2020, he worked at Raymond James Financial and Raymond James Financial Services for over a decade. Outside of his advisory role, he is involved in real estate investment and management through entities such as JY Capital, LLC and CheeLIe LLC. Yarger Wealth Strategies is an SEC-registered firm providing discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm constructs customized portfolios primarily using ETFs, mutual funds, individual equities and bonds, and incorporates alternative investments as appropriate, with an emphasis on fundamental analysis and a primarily long-term investment horizon.