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Benjamin P

CFP®, Series 66

Columbus, OH

Signature Equity Partners, LLC

Benjamin Person is a financial advisor at Signature Equity Partners, LLC with 15 years of industry experience. He holds the CFP® designation and the Series 66 license. His prior roles include positions at OSAIC Wealth, Inc and Golden Reserve, LLC. He also serves as the Chief Compliance Officer for Signature Equity Partners, LLC. Signature Equity Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, consulting, and retirement plan advisory services through a network of independent advisory affiliates, using a range of model-based portfolio solutions and customized account structures.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies
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Scott A

Series 63, Series 65

Columbus, OH

Signature Equity Partners, LLC

Scott Armstrong is a financial advisor with Signature Equity Partners, LLC, holding Series 63 and Series 65 credentials and 39 years of industry experience. His career includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. He serves as a board member for both the Phi Delta Theta Company and the Archie Griffin Scholarship Fund. Signature Equity Partners, LLC is an SEC-registered advisory firm that provides portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and business entities. The firm utilizes model solutions and a network of independent advisory affiliates to deliver discretionary and non-discretionary investment services.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies
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Anthony S

Series 63, Series 65

Columbus, OH

Signature Equity Partners, LLC

Anthony Shockley is an investment advisor at Signature Equity Partners, LLC with 40 years of industry experience. He has previously worked at Signator Investors, Inc. for 33 years and OSAIC Wealth, Inc. for 8 years. He holds the Series 63 and Series 65 designations and conducts investment and insurance business through his own LLC. Signature Equity Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, consulting, and retirement-plan services using model-based strategies and independent advisory affiliates.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies
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Sean M

Series 63

Columbus, OH

Signature Equity Partners, LLC

Sean Milner is a financial advisor with Signature Equity Partners, LLC, holding a Series 63 designation and offering 33 years of industry experience. Prior to joining Signature Equity Partners in 2023, he worked at Signator Investors, Inc. for 26 years and has been associated with OSAIC since 2018. He serves as president of the Northland High School Alumni Foundation, a nonprofit focused on fundraising. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm provides portfolio management, financial planning, third-party money manager selection, and retirement-plan consulting through a network of independent advisory affiliates and utilizes a variety of model-based portfolio solutions.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies
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Clayton I

ChFC®, Series 66

Columbus, OH

Signature Equity Partners, LLC

Clayton Irwin is a financial advisor at Signature Equity Partners, LLC with 15 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at Osaic Wealth, Inc., LPL Financial, LLC, The Huntington Investment Company, and JPMorgan Securities LLC. Outside of advising, he participates in consumer feedback and research studies. Signature Equity Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, consulting, and retirement-plan services through a network of independent advisory affiliates using various model-based investment programs.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies
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Jason M

Series 63, Series 66

Columbus, OH

Signature Equity Partners, LLC

Jason Myers is a financial advisor at Signature Equity Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at OSAIC Wealth, Inc. and Sii. He also conducts investment and insurance business under Signature Financial Group, LLC. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through independent advisory affiliates using model-based and customized investment solutions.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies
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