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Larry M

Series 63

Dublin, OH

Golden Reserve Retirement, LLC

Larry Myers Jr. is a financial advisor with Golden Reserve Retirement, LLC, holding a Series 63 designation and nine years of industry experience. His prior experience includes roles at Cetera, Farmers National Bank, Citizens Securities, and Citizens Bank. Outside of advisory work, he is active as a food delivery driver for Uber Eats and DoorDash. Golden Reserve Retirement, LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes long-term trading, diversification, and low-cost investments, integrating estate-planning and tax services within its fee structure.

General retirement planning Wealth management Passive / index investing Annuities
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Connor C

Series 65

Dublin, OH

Golden Reserve Retirement, LLC

Connor Cormier is a Series 65-licensed financial advisor with Golden Reserve Retirement, LLC, based in Dublin, Ohio. He has been in the financial services industry since 2020, with prior experience at First Guardian Financial and roles in media and retail before that. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification using modern portfolio theory. The firm integrates affiliated estate-planning and tax services within a fixed annual fee structure, offering tailored advice and ongoing portfolio management.

General retirement planning Wealth management Passive / index investing Annuities
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Anthony Z

Series 63, Series 65

Dublin, OH

Golden Reserve Retirement, LLC

Anthony Zrinyi is a financial advisor at Golden Reserve Retirement, LLC with nine years of industry experience. He has worked previously at Northwestern Mutual and Gibbs Butcher and Brews. Outside of his advisory role, he has experience as a bartender and server. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management, retirement planning, and related tax and estate planning services. The firm emphasizes long-term trading and diversification with a preference for passive, low-cost investments, and integrates affiliated legal and tax services into its offering.

General retirement planning Wealth management Passive / index investing Annuities
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Christian C

Series 66

Dublin, OH

Golden Reserve Retirement, LLC

Christian Carey is a financial advisor with Golden Reserve Retirement, LLC in Dublin, Ohio, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Ameriprise and Edward Jones. Carey is also a licensed insurance agent affiliated with Golden Reserve, LLC, where he engages in the recommendation and sale of insurance products and fixed annuities. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification with an emphasis on passive, low-cost investments. The firm integrates affiliated estate-planning legal and tax services within its fixed annual fee structure.

General retirement planning Wealth management Passive / index investing Annuities
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Phillip H

Series 65

Dublin, OH

Golden Reserve Retirement, LLC

Phillip Huff is a financial advisor at Golden Reserve Retirement, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms including Independence Wealth Advisors, LLC and AlphaStar Capital Management, LLC. In addition to his advisory role, he is a licensed insurance agent affiliated with Golden Reserve, LLC, where he recommends and services insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, focusing on long-term, low-cost investing guided by modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities, with formal affiliations that integrate legal and tax expertise into its advisory offerings.

General retirement planning Wealth management Passive / index investing Annuities
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Matthew B

Series 66

Dublin, OH

Golden Reserve Retirement, LLC

Matthew Barnes is a financial advisor at Golden Reserve Retirement, LLC with two years of industry experience. He holds the Series 66 designation and has prior experience with The Prudential Insurance Company of America and Pruco Securities LLC. Barnes is also a licensed insurance agent affiliated with Golden Reserve, LLC, where he sells and services insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, emphasizing long-term, predominantly passive investing based on modern portfolio theory. The firm integrates estate-planning and tax-preparation services through affiliated entities and employs a discretionary management approach tailored to client goals.

General retirement planning Wealth management Passive / index investing Annuities
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Alexis M

Series 63, Series 65

Dublin, OH

Golden Reserve Retirement, LLC

Alexis Mitchell is a financial advisor at Golden Reserve Retirement, LLC in Dublin, OH, with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at PFS Investments Inc., Primerica Financial Services, Herbalife Nutrition, BDO USA, and Lake Erie College. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on tailored advice with an emphasis on long-term trading and diversification through passive, low-cost investments. The firm offers integrated estate-planning and tax services as part of a negotiated fixed annual fee structure.

General retirement planning Wealth management Passive / index investing Annuities
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Joshua C

CFP®

Dublin, OH

Golden Reserve Retirement, LLC

Joshua Colwill is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Golden Reserve Retirement, LLC. Prior to joining Golden Reserve, he worked at Northwestern Mutual and U.S. Bank. He is also a licensed insurance agent through Golden Reserve, LLC, involved in the recommendation and sale of insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a long-term, predominantly passive investment approach based on modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities and maintains formal affiliations with a law firm and tax affiliate as part of its advisory package.

General retirement planning Wealth management Passive / index investing Annuities
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John F

CFP®, Series 66

Dublin, OH

Golden Reserve Retirement, LLC

John Forloine is a CFP® professional with 15 years of industry experience, currently serving at Golden Reserve Retirement, LLC since 2022. His prior roles include positions at The Pension Group, McCarthy & Cox Retirement & Estate Planning Specialists, Commonwealth Financial Network, Nationwide Securities, Merrill, and Wells Fargo Clearing. He is also a licensed insurance agent engaged in commissionable insurance sales through Golden Reserve, LLC. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversified portfolios grounded in modern portfolio theory. The firm integrates estate-planning and tax services and employs a fixed annual fee model rather than an asset-based percentage fee.

General retirement planning Wealth management Passive / index investing Annuities
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Matthew S

Series 65

Dublin, OH

Golden Reserve Retirement, LLC

Matthew Schaefer is a financial advisor at Golden Reserve Retirement, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at The Superlative Group from 2013 to 2020. Outside of advisory services, he holds a licensed insurance agent role, recommending and selling commissionable insurance products through Golden Reserve, LLC. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification with an emphasis on passive, low-cost investments. The firm integrates estate-planning and tax services as part of its fixed annual fee structure.

General retirement planning Wealth management Passive / index investing Annuities
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Anna C

Series 65

Dublin, OH

Golden Reserve Retirement, LLC

Anna Christine is a financial advisor with Golden Reserve Retirement, LLC, holding a Series 65 credential and two years of industry experience. She is also a partner and owner of AlerStallings, LLC, where she is involved in estate planning legal work. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, predominantly passive investment approach tailored to client goals. The firm offers discretionary management and integrates estate-planning and tax-preparation services through affiliated entities.

General retirement planning Wealth management Passive / index investing Annuities
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Clayton K

Series 65

Dublin, OH

Golden Reserve Retirement, LLC

Clayton Kreuz is a financial advisor at Golden Reserve Retirement, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Summit Financial and The Ohio State University. In addition to his advisory role, he is a licensed insurance agent affiliated with Golden Reserve, LLC, where he is involved in the recommendation, sale, and service of insurance products and fixed annuities. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification using a modern portfolio theory approach. The firm integrates affiliated legal and tax services within its negotiated fixed annual fee structure.

General retirement planning Wealth management Passive / index investing Annuities
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Todd W

Series 65

Dublin, OH

Golden Reserve Retirement, LLC

Todd White is a financial advisor at Golden Reserve Retirement, LLC in Knoxville, TN, holding a Series 65 license with eight years of industry experience. He has been with Golden Reserve Retirement since 2017, following a year at James Hardie Building Products. Outside of his advisory role, he is a licensed insurance agent affiliated with Golden Reserve, LLC, where he recommends and sells insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, emphasizing long-term, predominantly passive investing aligned with clients’ goals. The firm integrates estate planning and tax-preparation services through affiliated entities and utilizes a subadvisor for certain investment strategies.

General retirement planning Wealth management Passive / index investing Annuities
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Dustin K

Series 66

Dublin, OH

Golden Reserve Retirement, LLC

Dustin Knoedler is a financial advisor at Golden Reserve Retirement, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including MWA Financial Services Inc, Modern Woodmen of America, OneAmerica Securities, American United Life, and Kemper. Outside of advising, he is a part owner of American Energy Choice LLC, a business involved in electricity and natural gas supply. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, focusing on long-term, predominantly passive investing guided by modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities and distinguishes itself with formal affiliations to a law firm and a tax affiliate integrated into its advisory offerings.

General retirement planning Wealth management Passive / index investing Annuities
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Cole K

Series 65, Series 63

Dublin, OH

Golden Reserve Retirement, LLC

Cole Kirchner is a financial advisor at Golden Reserve Retirement, LLC in Dublin, Ohio, with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and NYLIFE Securities LLC, among other firms. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversified portfolios using passive, low-cost investments. The firm integrates estate-planning and tax services within its fixed annual fee structure and emphasizes tailored advice and comprehensive portfolio management.

General retirement planning Wealth management Passive / index investing Annuities
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Craig R

Series 65, Series 63

Dublin, OH

Golden Reserve Retirement, LLC

Craig Robinette is a financial advisor with Golden Reserve Retirement, LLC in Dublin, OH, holding Series 65 and Series 63 licenses and having 23 years of industry experience. His career includes roles at firms such as OneAmerica Securities, Nationwide Securities LLC, and New York Life Insurance Company. He also operates Robinette Risk Management as an outside business activity. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification with a preference for passive, low-cost investments. The firm integrates estate-planning legal and tax services within its fixed annual fee structure and emphasizes personalized, documented client advice.

General retirement planning Wealth management Passive / index investing Annuities
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Benjamin H

CFP®, Series 63, Series 65

Dublin, OH

Golden Reserve Retirement, LLC

Benjamin Hout is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Golden Reserve Retirement, LLC. His prior roles include positions at Horter Investment Management, Cerity Partners, ARGI Investment Services, and a long tenure at Fifth Third Securities and Fifth Third Bank. He is also a licensed insurance agent involved in the recommendation and sale of insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, focusing on long-term, predominantly passive investing guided by modern portfolio theory. The firm offers discretionary management and integrates estate-planning and tax-preparation services through affiliated entities, distinguishing itself with formal affiliations to law and tax firms and a structured approach to investment and custody.

General retirement planning Wealth management Passive / index investing Annuities
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Edward W

CFP®, Series 65

Dublin, OH

Golden Reserve Retirement, LLC

Edward Wright is a CFP® and Series 65-registered advisor with 10 years of industry experience. He is currently with Golden Reserve Retirement, LLC and previously worked at C.H. Dean, LLC for eight years. Outside of his advisory role, Wright established Wright Up Your Alley LLC, a non-investment business, and holds a currently inactive real estate salesperson license in Ohio. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering discretionary management guided by modern portfolio theory and low-cost, long-term investing strategies. The firm integrates estate-planning and tax-preparation services through affiliated entities and utilizes a subadvisor for specialized strategies.

General retirement planning Wealth management Passive / index investing Annuities
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Joseph S

CFP®, ChFC®, Series 66

Dublin, OH

Golden Reserve Retirement, LLC

Joseph Satira is a CFP® and ChFC® currently with Golden Reserve Retirement, LLC in Dublin, OH. He has prior experience at PNC Investments LLC and PNC Bank, accumulating several years in the financial services industry. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, predominantly passive investment approach based on modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities, and operates with formal affiliations that distinguish its advisory offering.

General retirement planning Wealth management Passive / index investing Annuities
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