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Kirstin H

CFP®, Series 65, Series 66

Columbus, OH

Steward Partners Investment Advisory, LLC

Kirstin Hark is a CFP® professional with 17 years of experience in the financial advisory industry. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at firms including Tull Financial Group, Inc., Freedom Street Partners, LLC, and Elan Wealth Management, L.L.C. Her background also includes a role with Prison Fellowship International. Steward Partners Investment Advisory, LLC is a national enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individual and institutional clients through a variety of advisory and managed account programs, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Peggy S

CFP®, Series 63, Series 66

Columbus, OH

Steward Partners Investment Advisory, LLC

Peggy Slaughter is a CFP® professional with 23 years of industry experience, currently with Steward Partners Investment Advisory, LLC. Her prior roles include positions at Raymond James Financial, Saling Simms Associates, and Level Four Financial. She is also involved in a non-investment business assisting with qualified retirement plans and defined benefit policy renewals. Steward Partners Investment Advisory, LLC is an SEC‑registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through discretionary and non-discretionary portfolio management programs.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Mark G

Series 63, Series 65

Columbus, OH

Steward Partners Investment Advisory, LLC

Mark Guenard is a financial advisor at Steward Partners Investment Advisory, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Columbia Management Investment Distributors Inc and Alps Fund Services. Guenard is based in Columbus, OH. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory, financial planning, pension consulting, and managed account services.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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