Journey Advisory Group, LLC

Adam Lisowsky is a CFP® professional with 11 years of industry experience. He is currently with Journey Advisory Group, LLC and has previously worked at CX Institutional, Clarify Wealth Management, LPL Financial, and Fidelity Brokerage Services. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans. The firm offers discretionary portfolio management and financial planning, applying a long-term investment strategy with strategic asset allocation and a variety of analytical methods.

Meghan Mullikin is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Journey Advisory Group, LLC. Her prior experience includes roles at Mariner Wealth Advisors, Fifth Third Bank, and Fifth Third Securities. She holds a board position with Freestore Foodbank, Inc., a nonprofit organization in Cincinnati. Journey Advisory Group serves a diverse client base including high-net-worth individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with strategic asset allocation and utilizes a range of instruments and strategies, managing approximately $1.47 billion in assets.

Kathryn Mcneely is a financial advisor at Journey Advisory Group, LLC with 8 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Lang Advisors, LLC and Independent Financial Partners. Journey Advisory Group serves individuals, trusts and estates, charitable organizations, corporations, and retirement plans with portfolio management, financial planning, and retirement plan consulting services. The firm employs a long-term, strategic asset allocation approach tailored to client objectives and utilizes tax-conscious techniques including tax-loss harvesting.

Paula Abbott is a CFP® professional with 14 years of industry experience, currently with Journey Advisory Group, LLC. Her prior roles include positions at Magellan Federal and Zeider's Enterprises, both Department of Defense contractors, as well as Key Bank, Horter Financial Strategies, and The Huntington Investment Company. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with strategic asset allocation and utilizes a variety of instruments and strategies, managing approximately $1.47 billion in assets.

James Joo is a CFA® charterholder with three years of industry experience. He is currently with Journey Advisory Group, LLC and previously worked at PNC and U.S. Bank. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with a focus on strategic asset allocation and uses a variety of instruments and approaches in managing approximately $1.47 billion in assets.

Tyler Verst is a financial advisor at Journey Advisory Group, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Great American Insurance Company, American Financial Group, and General Cable Corporation. Outside of his advisory role, he operates a tax preparation service through Tyler J Verst CPA LLC. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans. The firm offers discretionary portfolio management and financial planning, emphasizing long-term strategies with a mix of fundamental, technical, and cyclical analysis.

Elizabeth Dayter is a Series 65-licensed financial advisor with nine years of industry experience. She has worked at Journey Advisory Group, LLC since 2020 and previously spent seven years at Torch Wealth Management LLC. Journey Advisory Group serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting services. The firm employs a long-term, strategic asset allocation approach that incorporates fundamental, technical, and cyclical analysis tailored to client objectives, including tax-conscious strategies.

James Tillar is a CFA® charterholder with over 23 years of experience in the financial industry. He has been with Journey Advisory Group, LLC since 2023, following a 22-year tenure at Tillar-Wenstrup Advisors, LLC. Journey Advisory Group serves a diverse client base including high-net-worth individuals, trusts, estates, charities, corporations, and retirement plans. The firm employs a long-term investment strategy centered on strategic asset allocation and uses a combination of fundamental, technical, and cyclical analysis methods, managing portfolios primarily on a discretionary basis with regular rebalancing.

Tyler Malay is a financial advisor at Journey Advisory Group, LLC with a Series 65 designation. He joined the firm in 2024 and has prior work experience in various roles outside the financial industry, including positions at Valet Plus Parking and Dick's Sporting Goods. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, offering discretionary portfolio management and financial planning. The firm emphasizes long-term investment strategies with strategic asset allocation and uses various instruments and approaches to manage approximately $1.47 billion in assets.

Cary Kornick is a financial advisor at Journey Advisory Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Herr Investment Group LLC and Monere Investments, Inc. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with strategic asset allocation and uses a variety of analysis methods and instruments, managing approximately $1.47 billion in assets.

Kevin Kane is a financial advisor at Journey Advisory Group, LLC in Covington, KY, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at Lang Advisors LLC since 2018 and previously was with Optimized Transitions, Independent Investment Counsel from 2016 to 2018. Journey Advisory Group serves individuals, trusts and estates, charitable organizations, corporations, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, strategic asset allocation approach and incorporates tax-conscious strategies within customized portfolio construction.

James Owens is a CFP® with 21 years of industry experience, currently affiliated with Journey Advisory Group, LLC in Covington, KY. His work history includes roles at Purshe Kaplan Sterling Investments and Lang Advisors since 2015. Owens serves as Treasurer on the board of Covington Partners, a nonprofit providing wrap-around services. Journey Advisory Group serves individuals, trusts, charitable organizations, corporations, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, strategic asset allocation approach tailored to client objectives and offers services including tax-conscious portfolio management and co-fiduciary roles, managing approximately $1.65 billion in assets.

Richard Pettway is a CFA® charterholder with six years of industry experience, currently serving at Journey Advisory Group, LLC since 2020. Prior to joining Journey, he worked at PNC Bank, N.A. for eleven years. Pettway holds leadership roles outside his advisory work, including serving as President of the CFA Society of Cincinnati and chairing the Investment Committee for 4C for Children. Journey Advisory Group serves individuals, trusts and estates, charitable organizations, corporations, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting services. The firm follows a long-term, strategic asset allocation approach with tailored portfolio construction, incorporating tax-conscious techniques and managing approximately $1.65 billion in assets.

Patricia Kuhar is a financial advisor at Journey Advisory Group, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at TW Advisors for 10 years before joining Journey Advisory Group in 2023. Journey Advisory Group serves individual clients, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $1.47 billion in assets, employing a long-term investment strategy that includes strategic asset allocation and various analytical approaches, with portfolios typically managed on a discretionary basis.

Jill Henson is a CFP® with 19 years of industry experience, currently serving at Journey Advisory Group, LLC since 2021. Her prior experience includes roles at U.S. Bancorp Investments and U.S. Bank from 2016 to 2021. Journey Advisory Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans with portfolio management, financial planning, and retirement plan consulting services. The firm employs a long-term, strategic asset allocation approach tailored to client objectives and incorporates tax-conscious techniques such as tax-loss harvesting.