Golden Reserve Retirement, LLC

Larry Myers is a financial advisor with Golden Reserve Retirement, LLC in Dublin, OH, holding a Series 63 designation and eight years of industry experience. His prior roles include positions at Cetera Investment Advisers LLC, Farmers National Bank, and Citizens Securities, Inc. Outside of his advisory work, he is involved in food delivery services through Uber Eats and DoorDash. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, predominantly passive investment approach based on modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities and maintains formal affiliations with a law firm and a tax affiliate as part of its advisory services.

Anthony Zrinyi is a financial advisor at Golden Reserve Retirement, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and Gibbs Butcher and Brews. Outside of his advisory work, he has experience as a bartender and server. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, focusing on long-term, low-cost investing tailored to client goals. The firm offers discretionary management and integrates estate-planning and tax-preparation services through affiliated entities.

Christian Carey is a financial advisor at Golden Reserve Retirement, LLC in Dublin, Ohio, with five years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, LLC and Edward Jones. Carey also has experience outside of financial services, including roles at Gaslight Brewhouse and Miami University. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, emphasizing modern portfolio theory and long-term, low-cost investing tailored to client goals. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities and maintains formal affiliations with a law firm and a tax affiliate as part of its advisory package.

Robert Shampine is a financial advisor at Mainstay Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Greystone Financial Group, Polaris Greystone Advisory Group, EPI Advisors, Direct Financial, and Guardian Life Insurance Company. Mainstay Capital Management is a fee-only registered investment adviser managing approximately $4.52 billion in client assets, primarily serving individuals, retirees, and workplace retirement plan participants. The firm employs a tactical asset allocation approach and offers specialized 401(k) portfolio management, comprehensive wealth management, and financial planning through its Mainstay Compass program.

Phillip Huff is a financial advisor at Golden Reserve Retirement, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms including Independence Wealth Advisors, LLC and AlphaStar Capital Management, LLC. In addition to his advisory role, he is a licensed insurance agent affiliated with Golden Reserve, LLC, where he recommends and services insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, focusing on long-term, low-cost investing guided by modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities, with formal affiliations that integrate legal and tax expertise into its advisory offerings.

Matthew Barnes is a financial advisor at Golden Reserve Retirement, LLC with two years of industry experience. He holds the Series 66 designation and has prior experience with The Prudential Insurance Company of America and Pruco Securities LLC. Barnes is also a licensed insurance agent affiliated with Golden Reserve, LLC, where he sells and services insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, emphasizing long-term, predominantly passive investing based on modern portfolio theory. The firm integrates estate-planning and tax-preparation services through affiliated entities and employs a discretionary management approach tailored to client goals.

Gregg Indovina is a financial advisor at Golden Reserve Retirement, LLC with 20 years of industry experience. He holds the Series 66 designation and has previously worked at RFG Advisory, LLC d/b/a Design Wealth Advisors and Accelerated Wealth Advisors LLC. In addition to his advisory role, he is a licensed insurance agent affiliated with Golden Reserve, LLC, where he engages in commissionable insurance and annuity sales. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, focusing on modern portfolio theory and long-term, predominantly passive, low-cost investing tailored to client goals. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities and distinguishes itself through formal affiliations with a law firm and tax affiliate integrated into its advisory offerings.

Michael Brodowicz is a financial advisor at Golden Reserve Retirement, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at M Holdings Securities, Inc, Ameriprise Financial Services Inc, and Axa Advisors, LLC. Outside of his advisory role, Brodowicz serves as Volunteer Board Chairman for the Walled Lake Foundation for Excellence and is a member of the Community Financial Credit Union Supervisory Committee. Golden Reserve Retirement, LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, focusing on long-term, low-cost investing aligned with clients’ goals. The firm integrates estate-planning and tax-preparation services through affiliated entities and employs a discretionary investment approach based on modern portfolio theory.

Joshua Colwill is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Golden Reserve Retirement, LLC. Prior to joining Golden Reserve, he worked at Northwestern Mutual and U.S. Bank. He is also a licensed insurance agent through Golden Reserve, LLC, involved in the recommendation and sale of insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a long-term, predominantly passive investment approach based on modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities and maintains formal affiliations with a law firm and tax affiliate as part of its advisory package.

Justin Dilbeck is a financial advisor at Golden Reserve Retirement, LLC with eight years of industry experience. He holds Series 65 and Series 66 credentials. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of advising, he is a licensed insurance agent affiliated with Golden Reserve, LLC. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, predominantly passive investment approach tailored to each client’s goals. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities.

John Forloine is a CFP® and Series 66 registered advisor with 15 years of industry experience. He is currently with Golden Reserve Retirement, LLC and has previously worked at firms including The Pension Group, McCarthy & Cox Retirement & Estate Planning Specialists, Commonwealth Financial Network, Nationwide Securities, and Merrill Lynch. In addition to his advisory role, he is a licensed insurance agent involved in commissionable insurance sales through an affiliated entity. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, emphasizing modern portfolio theory and long-term, low-cost investing. The firm integrates estate-planning and tax-preparation services through affiliated entities and employs discretionary management with a focus on tailored investment strategies.

Matthew Schaefer is a financial advisor at Golden Reserve Retirement, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at The Superlative Group for seven years. In addition to his advisory role, Schaefer is a licensed insurance agent involved in commissionable insurance sales and retirement planning through an affiliated entity. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, predominantly passive investment approach based on modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities, distinguishing itself with formal affiliations and a specific custodian requirement.

Anna Christine is a financial advisor with Golden Reserve Retirement, LLC, holding a Series 65 credential and two years of industry experience. She is also a partner and owner of AlerStallings, LLC, where she is involved in estate planning legal work. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, predominantly passive investment approach tailored to client goals. The firm offers discretionary management and integrates estate-planning and tax-preparation services through affiliated entities.

Clayton Kreuz is a financial advisor at Golden Reserve Retirement, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Summit Financial. Outside of advisory services, he is a licensed insurance agent affiliated with Golden Reserve, LLC, involved in recommending, selling, and servicing insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, emphasizing long-term, low-cost investing based on modern portfolio theory. The firm offers discretionary management and integrates estate-planning and tax-preparation services through affiliated entities.

Christian Norman is a financial advisor at Golden Reserve Retirement, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked in the automotive sector at firms including Byers Toyota and Chesrown Chevy/Buick/GMC. Norman is also a licensed insurance agent affiliated with Golden Reserve, LLC, providing insurance and fixed annuity products. Golden Reserve Retirement, LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients, utilizing a long-term, predominantly passive investment approach based on modern portfolio theory. The firm integrates estate planning and tax-preparation services through affiliated entities and employs discretionary management with a focus on low-cost investing tailored to client goals.