Journey Wealth Management

Amy White is a financial advisor at Journey Wealth Management in Cleveland, OH, with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Signal Tree Financial Partners LLC, Sequoia Financial Group LLC, and Valmark Securities, Inc. In addition to her advisory work, Amy serves as a Notary Public for the State of Ohio. Journey Wealth Management provides financial planning, investment consulting, and portfolio management services primarily to individual and high-net-worth clients. The firm offers customized, discretionary investment programs alongside family-office style services such as bill pay and tax coordination, operating on a fee-only basis with a focus on individualized strategies.

David Olson is a ChFC®-designated financial advisor with 34 years of industry experience. He is currently with Journey Wealth Management and has previously worked at Beacon Financial Advisory LLC, Lincoln Investment, Sanders Morris Harris Inc., and Total Health Care Plan, Inc. Olson serves on the board and finance committee of the International Burn Foundation and holds leadership roles in family-owned manufacturing and real estate businesses. Journey Wealth Management is a fee-only, SEC-registered advisory firm that serves individuals, including high-net-worth clients, as well as trusts and estates. The firm offers financial planning, investment management, and consulting services, emphasizing strategic asset allocation and integrating tax and operational support for clients.

Kevin Mcpeek is a CFP® with 10 years of experience in financial advising. He is currently with Journey Wealth Management in Cleveland, OH, where he has worked since 2025. Prior to that, he spent several years at Sequoia Financial Group in various capacities. Journey Wealth Management is a fee-only, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates. The firm provides financial planning, investment management, and consulting, with a focus on discretionary investment programs emphasizing strategic asset allocation and integrated tax and operational services.

Charles Hruby is a financial advisor at Journey Wealth Management in Cleveland, OH. He holds Series 65 and Series 66 licenses and has been with Journey Wealth since 2022. Prior to that, he worked at Third Federal Savings & Loan and has experience in the hospitality industry, including roles at Courtside Pizza and local country clubs. Journey Wealth Management provides financial planning, investment consulting, and portfolio management services primarily to individuals, including high-net-worth clients. The firm offers customized, discretionary investment programs combined with family-office style services such as bill-pay and tax coordination.

Lauren Maclaren is a CFP® professional with 15 years of experience in financial advising. She is currently with Journey Wealth Management in Cleveland, OH, and previously worked at FSM Wealth Advisors, LLC and Sequoia Financial Group, LLC. Journey Wealth Management serves individuals, including high-net-worth clients, providing customized financial planning, investment consulting, and portfolio management. The firm combines investment advisory services with family-office style support such as bill-pay and tax coordination, managing portfolios through discretionary programs focused on strategic asset allocation.

Danijel Romic is a financial advisor at Journey Wealth Management in Cleveland, OH, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Journey Wealth Management provides financial planning, investment consulting, and portfolio management to individuals, including high-net-worth clients. The firm combines investment advisory services with family-office style support, offering customized discretionary investment programs alongside bill-pay and tax coordination services.

Douglas Ambrose is a CFP® professional with 24 years of industry experience, currently serving at Journey Wealth Management. His prior roles include positions at Lincoln Financial Advisors and TDAmeritrade. He also works as an insurance agent offering fixed insurance products such as fixed annuities, long-term care, and traditional life insurance. Journey Wealth Management provides financial planning, investment consulting, and portfolio management to individuals, including high-net-worth clients. The firm emphasizes customized discretionary investment programs and combines investment advisory services with family-office style offerings such as bill-pay and tax coordination.

Anthony Gargano is a financial advisor at Journey Wealth Management with 14 years of industry experience. He holds a Series 66 designation and has previously worked at FSM Wealth Advisors, CBIZ Investment Advisory Services LLC, and Sequoia Financial Advisors, LLC. Journey Wealth Management is a fee-only, SEC-registered adviser serving individuals—including high-net-worth clients—as well as trusts and estates. The firm provides financial planning, investment management, and consulting, emphasizing strategic asset allocation and coordinated tax and operational services under a fiduciary standard.

Peter Franz is a CFP® and CFA® with 18 years of industry experience. He is a partner at Journey Wealth Management in Cleveland, Ohio, and has held positions at firms including FSM Wealth Advisors and Beacon Financial Advisory. Outside of his advisory role, Franz serves on several nonprofit finance and investment committees and is involved in youth wrestling as a coach and board member. Journey Wealth Management is a fee-only, SEC-registered firm serving individuals, trusts, and estates with financial planning and investment management. The firm offers discretionary investment programs focused on strategic asset allocation and integrates tax and cash management services, operating under a fiduciary standard.

Bryan Costin is a CFP® professional with 23 years of experience in financial advising, currently serving at Journey Wealth Management since 2022. He has held roles at Beacon Financial Advisory LLC, Lincoln Investment, and Beacon Financial Planners, and also has a background in accounting through his work with Costin & Company, CPA. Journey Wealth Management offers financial planning, investment consulting, and portfolio management services primarily to individuals, including high-net-worth clients. The firm combines investment advisory with family-office style services such as tax management and bill-pay, delivering customized, discretionary investment programs and comprehensive account oversight.

Nicholas Paterniti is a financial advisor at Journey Wealth Management with eight years of industry experience. His prior roles include positions at Beacon Financial Advisory, Lincoln Investment, and Park Avenue Securities. Outside of finance, he works part-time in maintenance at a local hair salon. Journey Wealth Management is a fee-only, SEC-registered firm serving individuals, including high-net-worth clients, as well as trusts and estates. The firm provides financial planning, investment management, and consulting, with an emphasis on discretionary, strategic asset allocation and integrates tax and operational services alongside investment advice.

Michael Baker is a CFP® and Series 65-licensed financial advisor with 15 years of industry experience. He is currently with FSM Wealth Advisors, LLC d/b/a Journey Wealth Management and has previously worked at Mariner Wealth Advisors, Sequoia Financial Advisors, LLC, and Aurum Wealth Management Group LLC. Journey Wealth Management is a fee-only, SEC-registered firm serving individuals, high-net-worth clients, trusts, and estates. The firm offers financial planning, investment management, and consulting services, with an emphasis on strategic asset allocation and a fiduciary standard, integrating tax coordination and cash management functions for clients.

Mitchell Knotek is a financial advisor with Journey Wealth Management in Cleveland, OH, holding Series 65 and Series 66 licenses. He joined FSM Wealth Advisors / Journey Wealth Management in 2024 and has prior experience working in academic roles at John Carroll University, Valparaiso University, Trinity High School, and Assumption Academy. Journey Wealth Management is a fee-only, SEC-registered firm serving individuals, including high-net-worth clients, as well as trusts and estates. The firm offers financial planning, investment management, and ancillary services such as estate planning support, tax management, and coordinated bill-pay services, delivering tailored, discretionary investment programs with an emphasis on strategic asset allocation and integrated tax and operational services.

Terence Gliha is a financial advisor at Journey Wealth Management in Cleveland, OH, with 11 years of industry experience. He holds a Series 66 designation and has previously worked at FSM Wealth Advisors and Sequoia Financial Group. Outside of his advisory role, he has investments in a property management firm and a ballistics business. Journey Wealth Management provides comprehensive financial planning and investment consulting to individuals, including high-net-worth clients, with a focus on customized, discretionary portfolio management and family-office style services.

Matthew Burnham is a financial advisor at Journey Wealth Management with 17 years of industry experience. He holds a Series 66 designation and previously worked for Purshe Kaplan Sterling Investments and Auxin Group Wealth Management. Burnham is also the managing partner of Auxin Group Wealth Management, where he serves as financial advisor and chief compliance officer. Journey Wealth Management offers financial planning, investment consulting, and portfolio management primarily to individuals, including high-net-worth clients. The firm combines discretionary investment management with family-office style services such as bill-pay and tax coordination.