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Adam L

CFP®, Series 63, Series 66

Covington, KY

Journey Advisory Group, LLC

Adam Lisowsky is a CFP® professional with 11 years of industry experience. He is currently with Journey Advisory Group, LLC and has previously worked at CX Institutional, Clarify Wealth Management, LPL Financial, and Fidelity Brokerage Services. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans. The firm offers discretionary portfolio management and financial planning, applying a long-term investment strategy with strategic asset allocation and a variety of analytical methods.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
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Meghan M

CFP®, Series 66

Covington, KY

Journey Advisory Group, LLC

Meghan Mullikin is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Journey Advisory Group, LLC. Her prior experience includes roles at Mariner Wealth Advisors, Fifth Third Bank, and Fifth Third Securities. She holds a board position with Freestore Foodbank, Inc., a nonprofit organization in Cincinnati. Journey Advisory Group serves a diverse client base including high-net-worth individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with strategic asset allocation and utilizes a range of instruments and strategies, managing approximately $1.47 billion in assets.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
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Paula A

CFP®, Series 66

Covington, KY

Journey Advisory Group, LLC

Paula Abbott is a CFP® professional with 14 years of industry experience, currently with Journey Advisory Group, LLC. Her prior roles include positions at Magellan Federal and Zeider's Enterprises, both Department of Defense contractors, as well as Key Bank, Horter Financial Strategies, and The Huntington Investment Company. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with strategic asset allocation and utilizes a variety of instruments and strategies, managing approximately $1.47 billion in assets.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
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Tyler V

Series 65

Covington, KY

Journey Advisory Group, LLC

Tyler Verst is a financial advisor at Journey Advisory Group, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Great American Insurance Company, American Financial Group, and General Cable Corporation. Outside of his advisory role, he operates a tax preparation service through Tyler J Verst CPA LLC. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans. The firm offers discretionary portfolio management and financial planning, emphasizing long-term strategies with a mix of fundamental, technical, and cyclical analysis.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
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Tyler M

Series 65

Covington, KY

Journey Advisory Group, LLC

Tyler Malay is a financial advisor at Journey Advisory Group, LLC with a Series 65 designation. He joined the firm in 2024 and has prior work experience in various roles outside the financial industry, including positions at Valet Plus Parking and Dick's Sporting Goods. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, offering discretionary portfolio management and financial planning. The firm emphasizes long-term investment strategies with strategic asset allocation and uses various instruments and approaches to manage approximately $1.47 billion in assets.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
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