Perrysburg, OH Office

Team
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Advisory Alpha, LLC

Multi-team

Firm-wide stats for Advisory Alpha, LLC

Total advisors

65

Across 20 offices

Clients per advisor

135 Very High

Avg AUM per client

$269,985 Very Low

HNW client ratio

5% Very Low

About

Advisory Alpha is an SEC-registered enterprise adviser managing over $4.3 billion for a mix of individual and high-net-worth clients, supported by roughly 60 advisors and thousands of client relationships. The firm also provides financial planning, a broad set of specialty retirement-plan solutions, and serves in subadvisory and co-advisory roles for other registered investment advisers.

Investment decisions are guided by a centralized Investment Team that implements a fund-of-funds approach across a wide menu of managed portfolio series, including factor-based, tax-aware equity strategies, hedged/structured-product allocations, and duration-matching fixed income solutions. Portfolios are generally managed on a discretionary basis with ongoing asset-allocation oversight, security selection, and systematic rebalancing.

What distinguishes Advisory Alpha from many peers is its active role as a subadvisor/co-advisor to other RIAs and the material assets it oversees under advisement, alongside its disclosed ownership interest in a technology services platform used by advisors. The firm also offers several specialized programs — such as serving as a 3(38) fiduciary for retirement plans, cash balance and 1031-exchange real estate solutions — and discloses a model-specific technology trading fee tied to certain Direct Series model portfolios.

Based on Advisory Alpha, LLC

Expertise

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing

Based on Advisory Alpha, LLC

Occupation focus

Founder/Business Owner Retired

Based on Advisory Alpha, LLC

Location

770 Commerce Dr

Perrysburg OH 43551

Advisors at this office

12

Advisors at this office

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Ronald M

Series 63, Series 65

Perrysburg, OH

Advisory Alpha, LLC

Ronald Myers Jr. is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining Advisory Alpha in 2020, he worked at Planners Alliance and Alphastar Capital Management, and he has been involved with Citizen Advisory Group since 2008. In addition to his advisory role, Myers is licensed as a life and health insurance salesperson with Citizen Advisory Group. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other RIAs, managing a diverse range of portfolios with discretionary allocation and a variety of managed strategies.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Martin L

CFP®, Series 63, Series 66

Perrysburg, OH

Advisory Alpha, LLC

Martin Lopez Tuero is a CFP® with eight years of industry experience, currently serving as a financial advisor at Advisory Alpha, LLC since 2020. He has previously worked at Citizen Advisory Group, Planners Alliance, LLC, Charles Schwab, and held a position with the State of Indiana. In addition to his advisory role, he is licensed to sell insurance products. Advisory Alpha, LLC serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors, managing portfolios that include a diverse range of managed strategies typically implemented through fund-of-funds structures.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Ian T

Series 63, Series 65

Perrysburg, OH

Advisory Alpha, LLC

Ian Thanasiu is a financial advisor at Advisory Alpha, LLC with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Advisory Alpha in 2026, he worked at W&S Brokerage Services and Western & Southern Life. Before entering the financial industry, he was involved in management at Expresso Car Wash and the Perrysburg School System. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients through a centralized Investment Team using a fund-of-funds approach across diversified portfolio series. The firm also serves as a subadvisor and co-advisor to other registered investment advisers and provides specialized retirement-plan solutions.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Luke F

Series 63, Series 65

Perrysburg, OH

Advisory Alpha, LLC

Luke Franks is a financial advisor with Advisory Alpha, LLC based in Perrysburg, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Advisory Alpha, he worked at Fifth Third Securities and Fifth Third Bank. Outside of his advisory role, he is also a licensed insurance agent involved in the sale of fixed insurance products. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, supported by about 60 advisors. The firm employs a fund-of-funds investment approach with discretionary portfolio management and serves as a subadvisor and co-advisor to other registered investment advisers.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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James P

Series 65

Perrysburg, OH

Advisory Alpha, LLC

James Poling is a Series 65-licensed financial advisor with 14 years of industry experience. He is currently with Advisory Alpha, LLC, where he has worked since 2020. Prior to that, he held roles at Planners Alliance LLC and AlphaStar Capital Management. Poling is also involved with Citizen Advisory Group, where he serves as a wealth manager and licensed insurance agent. Advisory Alpha is an SEC-registered adviser managing over $4.3 billion for individual and high-net-worth clients. The firm employs a fund-of-funds approach to portfolio management and serves in subadvisory and co-advisory roles for other registered investment advisers.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Benjamin W

Series 65

Perrysburg, OH

Advisory Alpha, LLC

Benjamin Winne is a financial advisor with Advisory Alpha, LLC and holds a Series 65 designation. He has three years of industry experience and has worked at firms including Citizen Advisory Group and Winne Financial, LLC. Outside of his advisory roles, he is a co-owner of two pizza restaurants, Padrones Pizza locations in Bluffton, Ohio, and Middlesboro, Kentucky. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a discretionary investment process featuring a wide range of managed portfolio series.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Nathan P

Series 63, Series 65

Perrysburg, OH

Advisory Alpha, LLC

Nathan Poiry is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., PNC Bank, and Northwestern Mutual Life Insurance Company. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients through a multi-team structure of approximately 60 advisors. The firm employs a fund-of-funds investment approach guided by a centralized Investment Team and offers services including financial planning, specialty retirement-plan solutions, and subadvisory roles for other registered investment advisers.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Sean O

Series 65

Perrysburg, OH

Advisory Alpha, LLC

Sean O'drobinak is a Series 65-licensed financial advisor with Advisory Alpha, LLC, where he has worked since 2022. He has four years of industry experience and has held roles at Citizen Advisory Group and Foresight Insurance, both involving insurance sales and financial consulting. Prior to his advisory career, he spent eight years at Case Medical, Inc. and five years at Intuitive Surgical. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients. The firm employs a centralized investment team that uses a fund-of-funds approach and serves as a subadvisor and co-advisor to other registered investment advisers.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Kaitlyn N

Series 65

Perrysburg, OH

Advisory Alpha, LLC

Kaitlyn Natividad is a Series 65 credentialed financial advisor with one year of industry experience. She is currently with Advisory Alpha, LLC and previously worked at Fifth Third Bank. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for a diverse client base, including individual and high-net-worth clients. The firm employs a fund-of-funds approach with systematic portfolio management and serves in subadvisory and co-advisory roles for other registered investment advisers.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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John N

Series 63, Series 65

Perrysburg, OH

Advisory Alpha, LLC

John Newton is a financial advisor with Advisory Alpha, LLC in Perrysburg, Ohio. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at The Huntington National Bank, NYLIFE Securities, and Fifth Third Bank. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients, supported by approximately 60 advisors. The firm employs a fund-of-funds investment approach with discretionary portfolio management and serves as a subadvisor and co-advisor to other registered investment advisers.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Kevin B

Series 65

Perrysburg, OH

Advisory Alpha, LLC

Kevin Bucher is a Series 65-licensed financial advisor with 15 years of industry experience, currently with Advisory Alpha, LLC since 2020. His prior roles include positions at Planners Alliance and Alphastar Capital Management, and he has been involved with Citizen Advisory Group since 2007, where he serves as Vice-President and is also a licensed insurance agent. In addition to his advisory work, he co-owns a tax preparation business, CAG Tax, LLC. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plans and donor-advised funds. The firm also supports other registered investment advisors through subadvisory and co-advisory arrangements and employs a broad range of managed portfolio strategies overseen by an internal Investment Team.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Peter S

CFP®, Series 65

Perrysburg, OH

Advisory Alpha, LLC

Peter Samenuk is a CFP® and holds a Series 65 license with 11 years of industry experience. He is currently with Advisory Alpha, LLC and has previously worked at Planners Alliance, Alphastar Capital Management, LLC, and Citizen Advisory Group, LLC. In addition to his advisory role, he is involved in insurance sales and serves as a general partner at Foresight Insurance, LLC. Advisory Alpha serves individual and high-net-worth investors with portfolio management, financial planning, and a range of specialty solutions, including retirement plans and tax-advantaged accounts. The firm also partners with other registered investment advisors through subadvisory and co-advisory arrangements and employs a diverse investment approach featuring fund-of-funds strategies alongside individual securities and structured products.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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