Lineweaver Wealth Advisors

James Lineweaver is a CFP® with 33 years of industry experience. He is the president of Lineweaver Financial Group, Inc., where he manages the firm and oversees investment and insurance sales. He also supervises a tax preparation service, LFG Tax Services, LLC. Lineweaver has held advisory roles at Triad Advisors, LLC and has been with Lineweaver Wealth Advisors since 2014. Lineweaver Wealth Advisors is an SEC-registered investment adviser that offers portfolio management, financial planning, and wealth management services to individuals, plans, trusts, and charitable organizations. The firm manages approximately $1.084 billion in discretionary assets and employs a tailored asset allocation approach based on clients’ financial plans, using methods such as modern portfolio theory and fundamental and technical analysis.

Mark Niederhelman is a financial advisor at Lineweaver Wealth Advisors with 21 years of industry experience. He holds a Series 63 designation and has worked at Lineweaver Financial Group since 2003, Lineweaver Wealth Advisors since 2014, and previously at Triad Advisors, LLC from 2015 to 2024. Lineweaver Wealth Advisors is an SEC-registered firm managing approximately $908 million in client assets. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations, employing a mix of investment methods and client education initiatives.

Logan Bratsch is an advisor with Lineweaver Wealth Advisors holding Series 63 and Series 65 credentials. He has one year of industry experience and has previously worked at W&S Brokerage Services, Western & Southern Life, and PGA Tour Live. Lineweaver Wealth Advisors is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages over $1 billion in discretionary assets through tailored asset allocations and a range of investment strategies.

Chad Roope is a CFA® charterholder with 19 years of experience in the financial services industry. He is currently with Lineweaver Wealth Advisors and Kohmann Bosshard Financial Services LLC, where he also serves as a consultant. His prior roles include positions at Sequoia Financial Advisors, Stratos Wealth Partners, and Fundamentum. Lineweaver Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages over $1 billion in discretionary assets through a team-based approach, utilizing tailored asset allocations, modern portfolio theory, and both fundamental and technical analysis.

Robert Armagno is a CFA® charterholder with 13 years of industry experience. He is currently with Lineweaver Wealth Advisors, LLC and has previously worked at Glenmede Trust Company, LPL Financial, LLC, and Stratos Wealth Partners. Lineweaver Wealth Advisors is an SEC-registered investment adviser that provides discretionary portfolio management, financial planning, and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages over $1 billion in discretionary assets and employs tailored asset allocations using methods such as modern portfolio theory, fundamental and technical analysis, and options and margin strategies when appropriate.

Lisa Lime is a financial advisor with Lineweaver Wealth Advisors in Valley View, OH, holding Series 63 and Series 66 licenses and having 22 years of industry experience. Her prior work includes roles at Triad Advisors and UBS Financial Services. Lineweaver Wealth Advisors is an SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and retirement plan advisory. The firm manages approximately $908 million in assets, uses a variety of investment methods, and delivers services through a multi-office team structure supporting a large client base.

Jacob Cogley is a financial advisor at Lineweaver Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Triad Advisors, Hunter Associates, and Flyer Enterprises. Lineweaver Wealth Advisors is an SEC-registered firm that provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, and business entities. The firm manages approximately $908 million in client assets and employs a team-based approach with multiple offices and delegated managers.

Kyle Sanders is a CFP® and Series 66-registered financial advisor with six years of industry experience. He is currently with Lineweaver Wealth Advisors, where he has worked since 2026. Prior to that, he held positions at RBC Capital Markets LLC and PNC Investment. Lineweaver Wealth Advisors is an SEC-registered firm providing discretionary portfolio management, financial planning, and wealth management services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm employs tailored asset allocations based on client profiles and utilizes strategies such as modern portfolio theory, fundamental and technical analysis, and options and margin strategies when appropriate.

Ryan Sowards is a financial advisor at Lineweaver Wealth Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Triad Advisors, and Wells Fargo Clearing Service. Sowards is also involved in providing fixed insurance advice. Lineweaver Wealth Advisors is an SEC-registered firm that offers discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $908 million in client assets and employs a mix of investment methods while providing client education through seminars and workshops.