Joshua Garland is a CFP® professional with 13 years of industry experience. He is a member of Shepherd Wealth Management in Cincinnati, OH, where he has worked since 2019. Prior to this, he held positions at Kasasa, TD Ameritrade, and Fidelity. Outside of his advisory role, Garland is the sole owner of JN Garland Properties LLC, a company that manages rental properties providing clean and affordable housing for families. Shepherd Wealth Management is a fee-only advisory firm that serves individuals and high-net-worth clients. The firm employs a team approach to investment management and financial planning, emphasizing Modern Portfolio Theory and primarily passive portfolio construction using index mutual funds and ETFs.

John Ashcroft is a financial advisor at Shepherd Wealth Management in Cincinnati, OH, holding a Series 66 designation with 20 years of industry experience. His career includes roles at firms such as Girard Advisory Services, The Burney Company, and TD Ameritrade. Shepherd Wealth Management is a fee-only advisory firm serving individuals and high-net-worth clients with investment management, financial planning, and retirement plan consulting. The firm employs a team approach, managing approximately $162 million in discretionary assets and emphasizes a primarily passive portfolio construction guided by Modern Portfolio Theory alongside various analytical methods.

Troy Rennekamp is a financial advisor at Shepherd Wealth Management with 20 years of industry experience. He holds the Series 63 and Series 66 designations. Troy previously worked at Fidelity Investments and its related entities for over 20 years. Outside of his advisory role, he serves as the Finance Director for Vineyard Westside Church, managing bookkeeping and financial operations. Shepherd Wealth Management is a fee-only firm serving individuals and high-net-worth clients with investment management, financial planning, and retirement consulting. The firm employs a team approach and emphasizes a primarily passive investment strategy using index funds and ETFs, supplemented by various analytical techniques.