Hackman Financial Group

John Spencer IV is a financial advisor at Hackman Financial Group with 31 years of industry experience. He holds a Series 63 designation and has been with Hackman Financial Group since 2016. Outside of his advisory role, he serves as a rugby referee for the Ohio Rugby Referees Society. Hackman Financial Group is an SEC-registered advisory team serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan advisory services, managing a diverse range of assets using a primarily long-term investment approach combined with fundamental, technical, and charting analysis.

Stephen Hackman is a financial advisor at Hackman Financial Group in Cincinnati, OH, with four years of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young LLP from 2016 to 2022. Hackman Financial Group is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The team of five advisors manages approximately $426.7 million and offers discretionary portfolio management, financial planning, and retirement-plan advisory services, employing a long-term, diversified investment approach that incorporates fundamental and technical analysis.

Steven Nguyen is a financial advisor with Hackman Financial Group in Cincinnati, Ohio, holding a Series 63 designation and 30 years of industry experience. He has been with Hackman Financial Group since 2016 and also maintains a long-term association with LPL Financial LLC. Outside of his advisory work, Nguyen serves as an assistant varsity men's golf coach for Lakota Local Schools and participates as a high school baseball umpire with the Butler County Umpires Association. Hackman Financial Group is a six-advisor team providing discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term, portfolio-driven investment approach, utilizing diversified allocations and various analytical methods to guide security selection and account monitoring.

Joseph Jones is a financial advisor with Hackman Financial Group in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 13 years and has been with Hackman Financial Group and LPL Financial LLC since 2022. Outside of his advisory role, he is a partner and co-owner of 4Majors Lawn & Landscape, a landscaping business. Hackman Financial Group is a six-advisor team managing approximately $336.5 million for around 432 clients. The firm provides discretionary investment management, financial planning, and retirement-plan advisory services, employing a long-term, portfolio-driven investment approach with diversified allocations and ongoing portfolio supervision consistent with fiduciary duties.

Michael Hackman is a financial advisor with Hackman Financial Group in Cincinnati, OH, holding a Series 63 license and over 38 years of industry experience. He has been with Hackman Financial Group since 2016 and has also worked at LPL Financial since 2009. Outside of his advisory role, he is involved in the sale of medical, life, disability, and long-term care insurance. Hackman Financial Group is a six-advisor team managing approximately $336.5 million for around 432 clients. The firm provides discretionary investment management, financial planning, and retirement-plan advisory services, employing a primarily long-term, portfolio-driven investment approach that includes diversified allocations and independent manager selections.