Cincinnati, OH Office

Matthew Heitman is a financial advisor at National Wealth Management Group, LLC with seven years of industry experience. He holds the CFP®, CFA®, and ChFC® designations. His prior experience includes roles at Fi3 Advisors, Key Private Bank, Ameriprise Financial Services, Fifth Third Bank, Fifth Third Securities, and Fidelity. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm’s long-term, tailored investment approach employs various strategies and multiple program platforms to serve a diverse client base.

Lisa Gerardi is a financial advisor at National Wealth Management Group, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with her current firm since 2016. Prior to that, she worked at LPL Financial beginning in 2009. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, as well as to retirement plans. The firm’s investment approach is long-term and tailored to client objectives, utilizing a range of strategies and multiple program platforms.

Benjamin Jones is a financial advisor with National Wealth Management Group, LLC in Cincinnati, OH, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at LPL Financial, J.P. Morgan Securities, and PNC Wealth Management. He is also co-host of The Money Alchemist Podcast, an investment-related podcast started in 2024. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers services through multiple program platforms and a multi-office team structure.

Brent Gargano is a CFP® professional at National Wealth Management Group, LLC with 12 years of experience in the financial services industry. He has held positions at UBS Financial Services and Fidelity, including Fidelity Brokerage Services, before joining National Wealth Management Group in 2022. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and to retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers a variety of portfolio management and consulting services through multiple program platforms and custodians.

Donald Bateman is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with National Wealth Management Group since 2016 and has also worked at LPL Financial since 2013. Outside of finance, Bateman performs as a musician with the Donnie Bateman Band. National Wealth Management Group (NWMG) provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach with a variety of implementations and offers services through a network of adviser representatives and multiple program platforms, supported by a multi-office presence and a formal accounting firm affiliation.

Jon Ewing is a financial advisor with National Wealth Management Group, LLC and holds a Series 63 designation. He has 33 years of industry experience, including prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. He currently operates within a team of 17 advisors at National Wealth Management Group. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers a range of portfolio management and consulting services through multiple program platforms and custodians.

Noah Henson is a financial advisor at National Wealth Management Group, LLC with nine years of industry experience. He holds a Series 63 credential and has previously worked at LPL Financial LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of his advisory role, Henson is the junior varsity head coach for the high school baseball team at Villa Madonna Academy in Kentucky. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to client needs and offers a range of services including portfolio management, retirement plan consulting, and estate-plan coordination.