Marysville, OH Office

Tony Dalton is a financial advisor with Kintra Wealth, LLC, holding a Series 63 designation and 32 years of industry experience. His prior roles include positions at Commonwealth Financial Network, McCarthy & Cox, Massachusetts Mutual Life Insurance Company, and MSI Financial Inc. He also engages in fixed insurance sales, dedicating a small portion of his work time to this activity. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management services. The firm employs a model-driven investment process combined with fundamental security analysis and offers specialized services such as business exit planning and institutional consulting.

Tyler Metzger is a CFP® with five years of industry experience currently affiliated with Kintra Wealth, LLC. His prior work includes roles at Commonwealth Financial Network, McCarthy & Cox, W&S Brokerage Services, and WESTERN SOUTHERN Life. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, and retirement-plan consulting. The firm combines client interviews with model-driven asset allocation and fundamental security analysis, managing approximately $1.5 billion in discretionary assets while integrating planning and investment strategies across household accounts.

James Cox is a CFP® with 23 years of experience in the financial services industry. He is currently with Kintra Wealth, LLC and has a long tenure with McCarthy & Cox dating back to 2007. Outside of advisory work, Cox is involved in managing a golf course through Bug & Bear Holdings, LLC, a private company he co-owns. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, and retirement-plan consulting. The firm employs a model-driven, tax-efficient investment process and offers specialized services such as business exit planning and institutional advisory solutions.

Ryan Mickelson is a CFP® with 20 years of industry experience. He is currently with Kintra Wealth, LLC and previously worked at McCarthy & Cox Retirement, Commonwealth Financial Network, and Ameriprise. Mickelson also engages in fixed insurance sales as part of his business activities. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven investment process combined with personalized planning to optimize tax efficiency and offers specialized services including business exit planning and institutional advisory.

Wesley Bean is a CFA® charterholder with 28 years of industry experience. He is currently with Kintra Wealth, LLC and previously worked at McCarthy & Cox and Commonwealth Financial Network. He serves as an Investment Committee Member for the Union County Foundation, a nonprofit organization. Kintra Wealth, LLC provides wealth management, financial planning, and retirement-plan consulting to individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm employs a model-driven asset allocation combined with fundamental security analysis and offers specialized services including business exit planning and sub-advisory support.

Quinn Mickelson is a CFP® with five years of industry experience, currently serving as a financial advisor at Kintra Wealth, LLC. His prior roles include positions at Commonwealth Financial Network and McCarthy & Cox Retirement & Estate Specialists LLC. Mickelson is also involved in fixed insurance sales as a secondary business activity. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven asset allocation combined with fundamental security analysis and offers specialized services such as business exit planning and sub-advisory support for ETFs.

Mark Finney is a CFP® with 20 years of industry experience, currently advising at Kintra Wealth, LLC. He previously worked at McCarthy & Cox Retirement & Estate Specialist for 11 years and Commonwealth Financial Network for 8 years. Outside of advisory work, he is also an insurance agent selling fixed life, fixed annuity, long-term care, and disability insurance products. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm manages approximately $1.5 billion in discretionary assets and employs a model-driven, tax-efficient investment process integrated with planning services.

Jonathan Lawrence is a CFP® with six years of industry experience, currently serving as a financial advisor at Kintra Wealth, LLC. His prior roles include positions at McCarthy & Cox, Commonwealth Financial Network, and Cetera Investors. Outside his advisory duties, he spends a portion of his time engaged in fixed insurance sales. Kintra Wealth, LLC provides wealth management, financial planning, and retirement-plan consulting services to individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm employs a model-driven investment process combined with fundamental analysis, managing approximately $1.5 billion in discretionary assets and offering specialized services such as business exit planning and institutional advisory solutions.

Megan Collins is a CFP® professional with 15 years of industry experience. She is currently with Kintra Wealth, LLC and has previously worked at McCarthy & Cox Retirement & Estate Specialists, Commonwealth Financial Network, and Nationwide Investment Services Corporation. Megan also spends a portion of her time engaged in fixed insurance sales. Kintra Wealth serves a broad range of clients including individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm combines client-focused planning with model-driven asset allocation and fundamental security analysis, implementing strategies designed to optimize tax efficiency and reduce duplicate holdings across household accounts.