Balance Wealth

Welcome and thank you for taking a moment to read more about Bolt Financial Group and Shaun Carney, CFP®! Shaun Carney is the Co-Founder of Bolt Financial Group, a CERTIFIED FINANCIAL PLANNERTM and serves as the firm’s Wealth Advisor. Shaun has over seven years of experience in the financial services industry. Responsible for establishing and maintaining client relationships, Shaun finds immense satisfaction in helping individuals better prepare for retirement. Prior to forming his own firm, Shaun served in the United States Air Force and worked with Edward Jones. After earning his Master of Science degree in Cost Analysis, Shaun went on to obtain his CFP(R), Series 7 and 66 securities licenses. As a member of the Air Force Reserve, Shaun continues to fly C-17s in service to the United States of America. When he isn’t helping people plan for retirement, and piloting C-17s, Shaun is an avid golfer, traveler, husband, and father to three children. Always eager to help others and give back in any way that he can, Shaun regularly volunteers with the Reserve Officers Association and the Knights of Columbus.

Adam Fitch is a financial advisor at Balance Wealth with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Bolt Financial Group and RT Specialty, as well as service at the United States Air Force Academy. Balance Wealth Partners LLC provides discretionary investment management, financial planning, and pension consulting to individuals, including high-net-worth clients, and employee benefit plans. The firm manages approximately $348 million in discretionary assets for about 557 clients through a nine-advisor team operating across ten offices, utilizing diversified, risk-based portfolios and a long-term investment approach.

David Marlin is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Balance Wealth and has held roles at Agdeavor Investments, FlightSafety Services Corp., Bolt Financial Group, Inc., and L3 Technologies. Outside of finance, he works as a military pilot instructor providing continuation training for C-17 pilots in a flight simulator. Balance Wealth Partners LLC provides discretionary investment management, financial planning, and pension consulting to individuals, including high-net-worth clients, and employee benefit plans. The firm manages approximately $348 million in discretionary assets across a nine-advisor team operating from ten offices and employs diversified, risk-based portfolios with a focus on long-term investing.

Larry Thompson is a financial advisor with Agdeavor Investments and holds a Series 65 credential. He has 17 years of industry experience and has been involved with Agdeavor Investments since 2007. In addition to his advisory role, he is president of Thompson Business Associates, a consulting and business management firm. Agdeavor Investments serves individuals, trusts, estates, charitable organizations, corporations, and pooled investment vehicles, providing discretionary portfolio management along with financial planning and consulting. The firm employs a combination of fundamental and technical analysis and offers both long- and short-term trading strategies.

Robert Gavlak is a CFP® professional with 13 years of experience in financial advisory services. He is currently with Balance Wealth and has held roles at firms including Wealthsource Partners, AMG Group, and Strategic Wealth Partners. Gavlak is also a licensed insurance agent and serves as the sole member of Balance Insurance Solutions, where he develops insurance strategies for clients. Balance Wealth Partners LLC provides discretionary investment management, financial planning, and pension consulting to individuals and employee benefit plans. The firm manages approximately $348 million in assets for over 550 clients through a nine-advisor team operating across ten offices, focusing on diversified, risk-based portfolios with an emphasis on long-term investing.

Timothy Power is a financial advisor at Balance Wealth with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including WealthSource Partners, SurePath Wealth Management, Eagle Strategies, and New York Life Insurance Company. Outside of advising, he is also an artist based in Austin, Texas. Balance Wealth Partners LLC provides discretionary investment management, financial planning, and pension consulting to individuals, including high-net-worth clients, and employee benefit plans. The firm manages approximately $348 million in discretionary assets across a nine-advisor team operating from ten offices.

Nicholas Gookin is a financial advisor at Balance Wealth with eight years of industry experience. He holds a Series 65 designation and has previously worked at OneDigital Investment Advisors LLC, WealthSource Partners, LLC, and Retirement Outfitters, LLC. Outside of finance, he was involved with Caribbean Surf Co. Balance Wealth Partners LLC provides discretionary investment management, financial planning, and pension consulting to individuals, including high-net-worth clients, and employee benefit plans. The firm manages approximately $348 million in assets across a nine-advisor team and emphasizes diversified, risk-based portfolios tailored to client-specific goals and long-term investing.

Nora Lamendola is a financial advisor with Bolt Financial Group, Inc. She holds a Series 65 designation and has five years of industry experience. Nora is also the sole member and president of Retire Educated Seminar Series, LLC, an educational platform offering financial courses to pre-retirees and retirees at local colleges. Bolt Financial Group, Inc. provides investment advisory and financial planning services to individuals, retirement plans, and businesses, using tailored portfolio allocations and firm-developed model portfolios that incorporate fundamental analysis and modern portfolio theory. The firm offers a range of services including discretionary portfolio management, annuity management, and coordination with third-party tax preparers.

Tyler Purcell is a financial advisor at Balance Wealth with 12 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Kiplinger Wealth Advisors and Securities America Inc. Outside of financial advising, he is the owner of a laundromat business, The Laundry Spot LLC, in Hamilton, Ohio. Balance Wealth Partners LLC provides discretionary investment management, financial planning, and pension consulting to individuals, including high-net-worth clients, and employee benefit plans. The firm manages approximately $348 million in discretionary assets for about 557 clients through a nine-advisor team operating across ten offices.