Nolan Baker is a financial advisor with The Retirement Guys Formula in Maumee, OH, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at PEAK Brokerage Services, LLC since 2015 and has been involved with Retirement Guys Formula since 2013. Outside of advising, Baker hosts educational seminar series through America's Retirement Academy. The Retirement Guys Formula team manages approximately $276.9 million in discretionary assets for over 1,150 clients, offering personalized investment management and broad-based financial planning. The firm employs a bucketed investment approach called the Independent Income System and utilizes tools such as Riskalyze to calibrate risk.

Robert Ross is a financial professional with 21 years of industry experience currently serving at The Retirement Guys Formula. He holds a Series 63 designation and has held roles at several firms, including Ameritas Advisory Services, LLC, Voya Financial Advisors, and Creative Financial Partners. Ross is a board member of the Perrysburgh High School Athletic Booster in Perrysburgh, OH. The Retirement Guys Formula provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. The firm manages approximately $276.9 million on a discretionary basis for over 1,150 clients, using a bucketed investment approach called the Independent Income System that allocates assets across income and growth categories.

Terrel Eisert is a financial advisor with The Retirement Guys Formula, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Peak Brokerage Services, Blackridge Asset Management, Sterne Agee, and independent insurance agency work spanning over two decades. Outside of finance, he is involved in art sales through Andrea Eisert Abstract Art. The Retirement Guys Formula provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm uses its proprietary Independent Income System, blending multiple asset-allocation strategies and risk management tools, and manages approximately $300 million in discretionary assets across a team of ten advisors.

Chaz Price is a CFP® professional with 21 years of industry experience, currently serving as an advisor at The Retirement Guys Formula. His prior roles include positions at Peak Brokerage Services, Raymond James Financial Services, and Medicare Advantage Plans. Outside of advising, he owns Customer Retirement Planners, LLC, where he consults on marketing strategies and business succession planning for other financial advisors. The Retirement Guys Formula provides personalized investment management and financial planning to individuals, trusts, foundations, endowments, and corporate clients. The firm utilizes a proprietary allocation system and offers discretionary portfolio management, consulting, and sub-advisory services through a team of ten advisors.