Horter Investment Management, LLC

David Ocasio is a ChFC® credentialed advisor at Horter Investment Management, LLC with four years of industry experience. He previously worked at Patriot Advisory Group and has been involved with Highland Capital Brokerage since 2005. Ocasio is also the owner and sole proprietor of Ocasio Financial Services, where he operates as an annuity wholesaler. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, pension plans, and corporations. The firm utilizes a combination of model and multi-manager portfolios, third-party money managers, and alternative investments as part of its investment oversight.

Daniel Dougherty is a ChFC® credentialed financial advisor with 14 years of industry experience. He is a managing partner at Absolute Wealth Management, LLC, where he divides his focus between investment planning and insurance solutions. Dougherty also serves on the advisory board of Fusematic Corporation, a startup developing a friction bonding tool, and is a managing partner at Prestige Strategies, LLC, which offers premium financed life insurance. Horter Investment Management, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a multi-manager and model portfolio approach, offering both discretionary and non-discretionary investment options with oversight from an Investment Committee.

Glenda Jensen is a financial advisor with Horter Investment Management, LLC, holding a Series 65 credential and 17 years of industry experience. She has been with Horter Investment Management since 2008 and also serves as President of Golden Retirement Solutions DBA Jensen Financial Group, where she focuses on financial planning and retirement preparedness. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, pension plans, and corporations. The firm employs a combination of tactical and passive multi-manager portfolios, model and custom portfolios, and offers access to alternative investments as part of its investment supervision.

Hayden Horter is a Series 65 licensed advisor with Horter Investment Management, LLC in Cincinnati, OH, and has five years of industry experience. He also serves as a fund analyst for Tactical Fund Advisors, LLC, providing research and performance data analysis. Additionally, Horter is a licensed agent for Horter Financial Strategies, involved in the recommendation and sale of insurance products and fixed annuities. Horter Investment Management offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, trusts, pension plans, and corporations. The firm employs a combination of tactical and passive multi-manager portfolios and provides access to third-party managers and alternative investments as part of its ongoing investment supervision.

Geffrey Lewis is a financial advisor with Horter Investment Management, LLC and holds a Series 65 designation. He has four years of experience at Horter and has been the owner of an insurance business focusing on retirement income planning since 2013. Horter Investment Management provides investment advisory and financial planning services to individual, high-net-worth, and institutional clients. The firm uses an Investment Committee-driven multi-manager approach with a combination of tactical, passive, and proprietary model portfolios, offering both discretionary and non-discretionary portfolio management.

Todd Brubaker is a financial advisor at Horter Investment Management, LLC in Cincinnati, OH, holding Series 63 and Series 66 credentials with nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, and The Prudential Insurance Company of America. Horter Investment Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as retirement plans, trusts, and other institutional clients. The firm employs an Investment Committee-driven multi-manager approach incorporating tactical and passive models, custom portfolios, and third-party managers, and offers proprietary model blends and access to alternative investments.

Kevin Mc Cann is a financial advisor at Horter Investment Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Tucker Asset Management LLC. Outside of advisory work, he is a self-employed health insurance sales agent with Kemper Health. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm utilizes model and multi-manager portfolios, third-party money manager access, and alternative investments, with investment decisions guided by an Investment Committee.

Julie Ahrens is a financial advisor at Horter Investment Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Horter since 2018. In addition to her advisory role, she owns a separate business focused on insurance and annuity sales and assists clients with estate planning documents such as revocable living trusts. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a combination of tactical and passive multi-manager portfolios, firm-managed blended models, and custom portfolios, offering clients access to third-party managers and alternative investments.

Michael Lightfield is a financial advisor at Horter Investment Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and is the owner of Lightfield Wealth Management, where he provides financial planning and investment advice. Additionally, he manages Columbia Tax Advisory Group, LLC, a tax and accounting firm. Horter Investment Management offers investment advisory and financial planning services primarily to individual and high-net-worth clients, utilizing an Investment Committee-driven multi-manager approach with discretionary and non-discretionary portfolio management options.

Anthony Frambes is a financial advisor with Horter Investment Management, LLC, holding Series 63 and Series 65 designations and five years of industry experience. Prior to joining Horter, he worked at AlphaMark Advisors, LLC and Northwestern Mutual, and has a background that includes roles at AWF Investments LLC and Conformis Inc. He is the owner of AWF Management Services LLC, a holding company for medical therapy ventures. Horter Investment Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans, trusts, and other institutional clients. The firm uses an Investment Committee-driven multi-manager approach, offering discretionary and non-discretionary portfolio management along with proprietary model blends and access to alternative investments and affiliated mutual funds.

Barry Bayles is a financial advisor with Horter Investment Management, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Horter Investment Management since 2018 and also operates Financial Freedom Partners LLC, where he serves as a sole proprietor providing insurance sales. Additionally, he has been self-employed since 2003 in tax preparation, assisting individuals and small businesses with income tax filings. Horter Investment Management offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to a broad client base including individuals, trusts, pension plans, and corporations. The firm employs a combination of tactical and passive multi-manager portfolios and provides ongoing account oversight with supplemental quarterly reporting.

Brandon Hendricks is a financial advisor at Horter Investment Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mariner, Ameriprise Financial Services, Edward Jones, and Fifth Third Securities. Outside of his advisory role, he is involved with ACX by Audible in a non-investment-related capacity. Horter Investment Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans, trusts, and institutional clients. The firm employs an Investment Committee-driven multi-manager approach that includes tactical and passive model portfolios, custom portfolios, and third-party money managers.

Ronnie Mejia is a financial advisor with Horter Investment Management, LLC, holding a Series 65 credential and nine years of industry experience. He has worked with Horter Investment Management since 2016 and serves as CEO of Defense First Financial, LLC, a financial services business specializing in life insurance and annuities. Mejia is also the owner of RON MON CORP, a real estate management company. Horter Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a combination of tactical and passive multi-manager portfolios, model and custom portfolios, and offers access to third-party money managers and alternative investments as part of its ongoing investment supervision.

Lawrence Tidmore is a financial advisor at Horter Investment Management, LLC with 10 years of industry experience. He also serves as Vice President of Tidmore Financial, where he has been involved in retirement planning since 1999. In addition to his advisory work, Tidmore provides free adult financial education through live and virtual classes. Horter Investment Management offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, pension plans, corporations, and insurance-company clients. The firm utilizes a combination of multi-manager portfolios, third-party money manager access, and alternative investment options guided by an Investment Committee.

Christopher Boyd is a financial advisor at Horter Investment Management, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Investment Partners LTD, Commonwealth Financial Network, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of finance, he was involved with Carfagnas Kitchen for four years. Horter Investment Management provides investment advisory and financial planning services to individual, high-net-worth, retirement plan, trust, and institutional clients. The firm utilizes a multi-manager investment approach with portfolio management options ranging from tactical and passive models to custom portfolios and third-party money managers.