Kintra Wealth, LLC

Carson Leydecker is a CFP® and holds a Series 66 license with two years of industry experience. He currently works at Kintra Wealth, LLC and Mutual Securities, Inc., and previously held roles at Loring Advisory Group, Commonwealth Financial Network, and Northwestern Mutual. Carson’s background includes experience in both financial services and earlier roles at organizations such as Turbonomic and The Aspen Institute. Kintra Wealth, LLC is a team-based firm serving clients with a collaborative approach to wealth management.

Matthew Edmonds is a CFP® with over 18 years of experience in the financial services industry. He is currently an advisor at Kintra Wealth, LLC and previously worked at The Vanguard Group, Inc. for 15 years and at House of Edmonds. Kintra Wealth, LLC serves individuals, families, trusts, charitable organizations, foundations, retirement plans, and corporations, offering specialized services for privately held business owners and institutions. The firm combines comprehensive financial planning with discretionary portfolio management using proprietary models and a blend of active and passive strategies.

Joseph Boyle is a financial advisor with Kintra Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Brokers International Financial Services, Voya Financial Advisors, and The Sholley Agency. Outside of his advisory work, he operates an accounting consultation and tax preparation business and works as an independent insurance agent. Kintra Wealth, LLC serves individuals, families, trusts, charitable organizations, foundations, retirement plans, corporations, and privately held business owners through specialized services such as business-exit planning and institutional advisory. The firm combines comprehensive financial planning with discretionary portfolio management, utilizing proprietary models and a mix of active and passive strategies.

James Dinsmore is a CFP® with 38 years of industry experience, currently serving at Kintra Wealth, LLC. His prior roles include positions at Evergreen Wealth Solutions, Commonwealth Financial Network, Broker Dealer Financial Services Corp., and Liberty Mutual Insurance Co. Outside of his advisory work, he is the head baseball coach for St. Joseph's Catholic Academy. Kintra Wealth, LLC advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and corporations, with specialized services for privately held business owners and institutions. The firm combines comprehensive financial planning focused on life transitions with discretionary portfolio management using proprietary models and a mix of active and passive strategies.

Tony Dalton is a financial advisor with Kintra Wealth, LLC and holds a Series 63 designation. He has 32 years of industry experience, including prior roles at Commonwealth Financial Network, McCarthy & Cox, MSI Financial Inc, Massachusetts Mutual Life Insurance Company, and Metropolitan Life Insurance Company. Dalton also spends a small portion of his time involved in fixed insurance sales. Kintra Wealth, LLC serves individuals, families, trusts, charitable organizations, foundations, retirement plans, corporations, and privately held business owners through specialized business-exit planning and institutional services. The firm integrates comprehensive financial planning with discretionary portfolio management, employing both proprietary models and a mix of active and passive strategies.

John Courville is a financial advisor with Rembrandt Financial Group LLC in Austin, TX. He holds Series 63 and Series 65 licenses and has been in the advisory industry since 2023, previously working at Equitable Advisors, LLC. Before entering financial services, he worked in education at Idea Public Schools and in the health and fitness sector. Rembrandt Financial Group provides portfolio management to individual and high-net-worth clients, tailoring Investment Policy Statements and constructing diversified portfolios across various asset classes. The firm uses a combination of cyclical, fundamental, quantitative, and technical analysis with a long-term trading horizon, offering both discretionary and non-discretionary services along with regular portfolio monitoring and reporting.

Andrew Harris is a financial advisor with Kintra Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Evergreen Wealth Solutions, Commonwealth Financial Network, and HK Wealth Management. Outside of advisory work, he is a co-owner of a real estate holding company. Kintra Wealth, LLC serves individuals, families, trusts, charitable organizations, foundations, retirement plans, corporations, and privately held business owners through specialized services. The firm integrates comprehensive financial planning with discretionary portfolio management, employing a mix of active and passive strategies and proprietary models, while serving approximately 2,900 clients with $1.5 billion in discretionary assets under management.

David De Brot is a CFP® and holds a Series 66 license, with 12 years of experience in the financial services industry. He currently works at Kintra Wealth, LLC, a team-based firm in Greenville, RI, and has previously been affiliated with Edward Jones, Commonwealth Financial Network, and Loring Advisory Group. He is co-owner and president of DeBrot Financial, Inc., a private entity facilitating securities, advisory, and insurance business. Kintra Wealth, LLC is a team-based firm that serves clients with a collaborative approach to wealth management.

Tyler Metzger is a CFP® and Series 66 licensed advisor with Kintra Wealth, LLC, based in Marysville, Ohio. He has four years of industry experience and has worked at Commonwealth Financial Network, McCarthy & Cox, W&S Brokerage Services, and Western Southern Life. Kintra Wealth, LLC serves individuals, families, trusts, charitable organizations, foundations, retirement plans, corporations, and privately held business owners. The firm emphasizes comprehensive financial planning and discretionary portfolio management using proprietary models and a mix of active and passive strategies.

Julie Drainville is a financial advisor at Kintra Wealth, LLC with six years of industry experience. She holds the CFP® and ChFC® designations as well as Series 63 and Series 65 licenses. Her prior experience includes roles at Loring Advisory Group, Commonwealth Financial Network, Corrigan Financial, LPL Financial, and Northwestern Mutual. Kintra Wealth is a team-based firm serving clients with a collaborative approach to wealth management.

Matthew Swales is a financial advisor with Kintra Wealth, LLC in Williamsport, PA. He holds a Series 65 designation and has prior experience at EuroOptic, Maxwell Locke & Ritter, Baker Tilly US, and Bloomsburg University. Swales has been with Kintra Wealth since 2025. Kintra Wealth, LLC serves individuals, families, trusts, charitable organizations, foundations, retirement plans, corporations, and privately held business owners. The firm combines comprehensive financial planning with discretionary portfolio management, employing both active and passive investment strategies and specialized services such as business-exit planning and retirement-plan consulting.

James Cox is a CFP® with 22 years of industry experience, currently serving at Kintra Wealth, LLC. He has worked at McCarthy & Cox since 2007 and was affiliated with Commonwealth Financial Network from 2007 to 2023. Outside of financial advising, Cox is involved in managing several private entities that operate and own golf courses in Marysville, Ohio. Kintra Wealth, LLC advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and corporations, with specialized services for privately held business owners and institutions. The firm combines comprehensive financial planning focused on life transitions with discretionary portfolio management that uses proprietary models and a blend of active and passive strategies.

Jesse Cornell is a financial advisor at Kintra Wealth, LLC with four years of industry experience. He holds the Series 65 designation and has been with Evergreen Wealth Solutions since 2021. Kintra Wealth advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and corporations, offering specialized services such as business-exit planning and institutional consulting. The firm combines comprehensive financial planning with discretionary portfolio management using proprietary models and a blend of active and passive strategies.

Ryan Mickelson is a CFP® with 19 years of industry experience, currently advising clients at Kintra Wealth, LLC. Prior to joining Kintra in 2026, he spent 17 years at McCarthy & Cox Retirement and held a position with Commonwealth Financial Network for 14 years. He also conducts fixed insurance sales as an agent. Kintra Wealth, LLC serves individuals, families, trusts, charitable organizations, foundations, retirement plans, corporations, and privately held business owners through specialized business-exit planning. The firm combines comprehensive financial planning with discretionary portfolio management using proprietary models and a blend of active and passive strategies.

Wesley Bean is a CFA® charterholder with 27 years of industry experience. He is currently with Kintra Wealth, LLC and previously worked at McCarthy & Cox and Commonwealth Financial Network. Bean serves as an Investment Committee Member for the Union County Foundation, a nonprofit organization. Kintra Wealth, LLC advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and corporations. The firm employs 27 advisors and manages approximately $1.5 billion in discretionary assets, offering comprehensive financial planning and discretionary portfolio management with a blend of active and passive strategies.