ANTOLINO Wealth Advisors

Axel Agami Contreras is a CFP® professional with one year of industry experience. He has worked at AA Financial Advisors, LLC since 2025 and was previously affiliated with Kestra Advisory Services LLC from 2020 to 2024. Before entering the industry, he spent six years in full-time education. He is part of ANTOLINO Wealth Advisors, a team of 12 advisors based in Brooklyn, NY. The firm provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans, utilizing a multi-dimensional asset allocation approach and proprietary planning and portfolio management tools.

Amber Braatz is a CFP® with six years of industry experience. She is currently with ANTOLINO Wealth Advisors and previously worked at Finley Wealth Advisors and RB Health / Avidity Home Healthcare. ANTOLINO Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering financial planning and investment management through its UltraVision System® and UltraVision Club™ membership tiers. The firm employs a multi-dimensional asset allocation approach and utilizes tools such as eMoney and Morningstar to build custom portfolios and conduct ongoing reviews.

Jason Witt is a financial advisor at ANTOLINO Wealth Advisors in Columbus, OH, holding a Series 66 credential with seven years of industry experience. His prior roles include positions at United Wholesale Mortgage and Brooks Running. ANTOLINO Wealth Advisors provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-dimensional asset allocation approach and offers a structured planning process called the UltraVision System®, combining discretionary and non-discretionary portfolio management with the use of advanced financial tools.

Brandon Boychuk is a financial advisor with ANTOLINO Wealth Advisors in Columbus, OH, holding credentials including CFP® and ChFC® with 10 years of industry experience. His prior work includes positions at Kestra Investment Services, Bank of America, and Merrill. Outside of advising, he owns an auto detailing business. ANTOLINO Wealth Advisors offers financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm utilizes a multi-dimensional asset allocation approach, incorporating various investment models and planning tools to create custom portfolios and ongoing reviews.

Jason Burkholder is a CFP® and CFA® with 17 years of industry experience. He has been with ANTOLINO Wealth Advisors since 2026, previously working for New Legacy Financial Group, LLC for 17 years. ANTOLINO Wealth Advisors provides financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and retirement plans, using a multi-dimensional asset allocation approach called the ABC’s of Cashflow™. The firm offers a planning process known as the UltraVision System® and employs various portfolio management strategies, including discretionary and non-discretionary management and pension consulting.

Jack Hewitt is a CFP® professional with Series 63 and Series 65 licenses currently affiliated with ANTOLINO Wealth Advisors in Columbus, OH. He has been working in the financial advisory industry since 2023, including roles at Lifetime Financial Growth and Advanced Retirement Design. Prior to his financial career, he was a student for seven years. ANTOLINO Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans with financial planning and investment management services. The firm uses a multi-dimensional asset allocation approach called the ABC’s of Cashflow™ and offers proprietary planning and membership programs alongside discretionary and non-discretionary portfolio management.

Ralph Antolino Jr. is a financial advisor at ANTOLINO Wealth Advisors with 42 years of industry experience. He holds a Series 63 designation and has worked at Kestra Investment Services, LLC since 2016. In addition to his financial advisory work, he is a licensed attorney and serves as a director of The Carmella Foundation, Inc., a charitable organization. ANTOLINO Wealth Advisors provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-dimensional asset allocation approach known as the ABC’s of Cashflow™, offering customized portfolio management and ongoing planning through its UltraVision System® and UltraVision Club™ membership tiers.

Douglas Finley is a Certified Financial Planner (CFP®) with 24 years of industry experience. He is currently with ANTOLINO Wealth Advisors and previously spent 20 years at Finley Wealth Advisors. Finley has worked at several firms, including Haisman Wealth Management, LPL Financial, and Merrill. ANTOLINO Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans with financial planning and investment management. The firm employs a multi-dimensional asset allocation approach and offers a planning process called the UltraVision System®, along with ongoing membership tiers and portfolio management services.

Nicholas Bowden is a financial advisor at ANTOLINO Wealth Advisors in Columbus, OH, with eight years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining ANTOLINO, he worked at Kestra Investment Services, Nationwide Investment Services, Nationwide Mutual Insurance, NFM Lending/Finance of America, and Phantom Pools. Outside of his advisory role, he serves as president of the Columbus chapter of AMSPIRIT Business Connections, a networking and marketing organization. ANTOLINO Wealth Advisors provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-dimensional asset allocation approach and offers an upfront planning process called the UltraVision System®, along with ongoing membership tiers through the UltraVision Club™.

Maureen Armstrong is a CFP® professional with 28 years of industry experience. She is currently with ANTOLINO Wealth Advisors and has held roles at Kestra Investment Services since 2013 and Antolino & Associates, Inc. since 1987. Outside of her advisory duties, she serves on the board of Cornerstone Controls Inc. and is involved in introducing clients to Finances Simplified, LLC, a tax and accounting business. ANTOLINO Wealth Advisors provides financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-dimensional asset allocation strategy and offers a structured planning process called the UltraVision System®, alongside discretionary and non-discretionary portfolio management.

Ian Erdman is a CFP® professional with 11 years of experience in the financial services industry. He currently works at ANTOLINO Wealth Advisors and has held roles at AA Financial Advisors, Kestra Investment Services, Nationwide Financial, and related entities. Outside of his advisory work, he has worked as a driver for Uber. ANTOLINO Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering comprehensive financial planning and investment management. The firm utilizes a multi-dimensional asset allocation approach through its proprietary UltraVision System® and combines core passive models, alternative investments, and customized portfolios to meet client needs.

Christian Hertl is a CFP® professional with 21 years of industry experience, currently serving at ANTOLINO Wealth Advisors in Columbus, OH. He has held roles at AA Financial Advisors, LLC and Kestra Investment Services, LLC for over a decade. Hertl is also involved with Finances Simplified, a tax and accounting service, where he holds a minority interest. ANTOLINO Wealth Advisors provides financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a multi-dimensional asset allocation approach and offers structured planning and portfolio management services through its proprietary UltraVision System® and UltraVision Club™ membership tiers.