Formidable Asset management, LLC

Timothy Begley is a CFP® with 18 years of industry experience, currently serving at Formidable Asset Management, LLC. He has worked at Fidelity Investments since 2007. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other advisers. The firm uses a combination of fundamental and quantitative analysis to manage portfolios, including proprietary ETFs and model portfolios, and offers both discretionary management and model licensing services.

David Henning is a CFP® with 16 years of experience in the financial industry. He has been with Formidable Asset Management, LLC since 2017 and previously worked at The Retirement Corporation of America for 12 years. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered investment companies and advisers. The firm employs a mix of fundamental and quantitative analysis, offering portfolio management primarily through Formidable-branded ETFs and model portfolios, and serves a range of clients including high-net-worth individuals and plan fiduciaries.

Terri Connelly is a financial advisor with Formidable Asset Management, LLC in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for five years before joining Formidable Asset Management in 2020. Outside of her advisory role, she is involved as a fitness professional with the Cincinnati Sports Club. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and registered investment advisers. The firm employs a combination of fundamental and quantitative analysis, managing portfolios through Formidable-branded ETFs and model portfolios, and offers services including discretionary portfolio management, financial planning, and retirement-plan advisory under ERISA.

David Nanney is a PFS™ credentialed advisor with two years of experience at Formidable Asset Management, LLC and 17 years of prior experience operating his own CPA firm. He is a partner in Retriever Valet Trash Services, a local business in Memphis, where he contributes bookkeeping and CFO services. Formidable Asset Management is an SEC-registered, multi-advisor investment firm managing approximately $903 million. The firm serves individuals, retirement plans, registered investment advisers, and pooled investment vehicles, utilizing actively managed ETF strategies based on thematic research and fundamental and quantitative analysis.

Andrew Allwein is a financial advisor at Formidable Asset Management, LLC in Cincinnati, OH, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Gibbs Insurance Associates and THOR Wealth Management. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered advisers, employing a combination of fundamental and quantitative analysis through Formidable-branded ETFs and model portfolios. The firm offers discretionary and non-discretionary portfolio management, financial planning, outsourced CIO services, and retirement-plan advisory under ERISA.

Krysten Taylor is a Series 65-licensed advisor at Formidable Asset Management, LLC with two years of industry experience. She has been with Formidable Asset Management since 2013. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered investment companies and advisers. The firm employs a combination of fundamental and quantitative analysis to manage portfolios, including its own family of ETFs and model portfolios, serving a range of clients through both direct management and model licensing arrangements.

William Brown is a financial advisor at Formidable Asset Management, LLC in Cincinnati, OH, holding a Series 63 designation with 25 years of industry experience. He has been with Formidable Asset Management since 2015. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered investment companies and advisers. The firm employs a blend of fundamental and quantitative analysis, offering portfolio management through Formidable-branded ETFs and model portfolios, along with financial planning, outsourced CIO services, and retirement-plan advisory under ERISA.

William Romans is a financial advisor at Formidable Asset Management, LLC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for 24 years, followed by shorter tenures at Wedbush Securities and BRM Investment Management. Romans serves as an unpaid board member of the Vero Beach High School Baseball Booster organization. Formidable Asset Management is an SEC-registered, multi-advisor firm managing approximately $903 million. The firm provides portfolio management, financial planning, outsourced CIO, and pension consulting services to individuals, retirement plans, registered investment advisers, and pooled investment vehicles, frequently employing actively managed ETF strategies informed by top-down and bottom-up research.

Henry Brightwell III is a financial advisor with Formidable Asset Management, LLC in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 10 years with Formidable. Formidable Asset Management is an SEC-registered multi-advisor firm managing approximately $903 million across 16 advisors. The firm serves individuals, retirement plans, registered investment advisers, and pooled investment vehicles, employing a mix of top-down thematic research and bottom-up fundamental and quantitative analysis, with an emphasis on capital appreciation through actively managed ETFs and other strategies.

Tracy Germano is a financial advisor at Formidable Asset Management, LLC with 24 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Bank for 10 years. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered investment companies and advisers. The firm employs a combination of fundamental and quantitative analysis and offers portfolio management through Formidable-branded ETFs and model portfolios.

Michael Massey is a financial advisor at Formidable Asset Management, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James & Associates and Wedbush Securities. Outside of his advisory work, Massey is the founder and a coach for the Baseball Club of The Treasure Coast, a nonprofit organization serving youth baseball players. Formidable Asset Management is a multi-advisor firm managing approximately $903 million for individuals, retirement plans, and pooled investment vehicles. The firm employs a research-driven approach combining thematic, fundamental, and quantitative analysis, and serves as an adviser and sponsor for multiple ETFs and private funds.

Benjamin Siefring is a CFP® and ChFC® with 15 years of industry experience. He has been with Formidable Asset Management, LLC since 2017 and previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Mr. Siefring is also a licensed insurance agent in multiple states, offering life and health insurance products. Formidable Asset Management is a multi-advisor firm managing approximately $903 million across 16 advisors. The firm serves individuals, retirement plans, and registered investment advisers through portfolio management, financial planning, and pension consulting, employing a blend of thematic research and fundamental and quantitative analysis with a focus on actively managed ETF strategies.

Adam Eagleston is a CFA® charterholder and holds Series 63 and 65 licenses, with 14 years of experience in the financial industry. He has worked at Formidable Asset Management, LLC since 2019 and previously held roles at Driehaus Capital Management, LLC and Opus Capital Group, LLC. Formidable Asset Management is a multi-advisor SEC-registered firm managing approximately $903 million across 16 advisors. The firm serves individuals, retirement plans, registered investment advisers, and pooled investment vehicles, focusing on capital appreciation through actively managed ETF strategies that combine thematic research with fundamental and quantitative analysis.