Vantage Financial Group, Inc.

William Witt is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding Series 63 and Series 65 credentials and totaling 48 years of industry experience. He has been with Vantage Financial Group since 2010 and also maintains a financial advisory role with Witt & Moss Financial Partners, LLC. Outside of his advisory work, Witt serves as assistant to the treasurer on the finance committee of the United Church of Christ in Brecksville, OH. Vantage Financial Group provides investment advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, governmental entities, and retirement plans. The firm offers tailored portfolio management and comprehensive financial planning using mutual funds, ETFs, and individual equities, with discretionary and non-discretionary strategies.

Solomon Childs is a Series 66-licensed financial advisor with 25 years of industry experience. He is affiliated with Vantage Financial Group, Inc. and has worked with the firm since 2008. Childs has also been associated with Cetera and Cetera Wealth Services, LLC since 2013. In addition to his advisory role, he operates as an independent insurance agent focusing on fixed annuities and life, accident, health, and long-term care insurance. Vantage Financial Group, Inc. serves individuals, trusts, estates, charitable organizations, corporations, and governmental entities, managing approximately $867 million in client assets. The firm offers portfolio management and comprehensive financial planning, employing fundamental analysis and both long- and short-term strategies tailored to client objectives.

Michael Cleary is a CFP® professional with 37 years of experience in financial advising. He has been with Vantage Financial Group, Inc. since 2015 and also has a long tenure at Cetera Wealth Services, LLC beginning in 2013. Cleary is an independent insurance agent and serves as a director of the Northeast Ohio Association of Financial Professionals. He is also a former attorney, though not currently practicing law. Vantage Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, governmental entities, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management and uses a range of investment strategies tailored to client objectives, risk tolerance, and liquidity needs.

Aaron Stanley is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has worked at Cetera and Cetera Wealth Services and has been an instructor teaching adult continuing education classes on retirement planning concepts at Indiana University of Pennsylvania since 2013. Vantage Financial Group, Inc. serves individuals, trusts, estates, charitable organizations, corporations, and governmental entities, managing approximately $867 million in client assets. The firm offers portfolio management and financial planning tailored to client objectives, utilizing a range of investment vehicles and fundamental analysis.

Kurt Camden is an investment advisory representative at Vantage Financial Group, Inc. with 24 years of industry experience. He holds a Series 63 designation and has worked at Vantage Financial Group since 2002. Outside of his advisory role, Camden coaches youth basketball for Westlake Ohio City Schools. Vantage Financial Group, Inc. is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm manages approximately $867 million in client assets and offers tailored portfolio management, financial planning, and retirement plan consulting through a team of six advisors.

Brian Parris is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Vantage Financial Group since 2014 and is also involved with Vantage Tax Services, where he refers clients for tax preparation. Additionally, he works as an insurance agent selling life, health, disability insurance, and annuities. Vantage Financial Group, Inc. is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm manages approximately $867 million in client assets and offers tailored portfolio management, financial planning, and consulting services.

Steven Spieldenner is a financial advisor at Vantage Financial Group, Inc. with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including Cetera, VOYA Financial Advisors, and Hrs Wealth Solutions. Outside of his advisory role, he is also an insurance agent selling fixed insurance products. Vantage Financial Group serves individuals, trusts, estates, charitable organizations, corporations, and governmental entities, managing approximately $867 million in client assets. The firm offers portfolio management, comprehensive financial planning, and consulting services, using fundamental analysis and various investment strategies tailored to client objectives.

Margaret Maxel is a financial advisor at Vantage Financial Group, Inc. in Cleveland, OH, with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera and Financial Management Strategies. Outside of financial services, she is a viola player who performs as a soloist or with ensembles upon request and serves as executive director of BNI Northeast Ohio, where she helps start and maintain professional networking chapters. Vantage Financial Group, Inc. is an SEC-registered advisory firm that serves a broad range of clients, including individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm offers portfolio management, financial planning, and consulting, using tailored investment programs that incorporate fundamental analysis and a variety of asset types, supporting approximately $867 million in client assets through a team of six advisors.

Kevin Hansley is a CFP® professional with 38 years of industry experience, currently serving as an advisory representative at Vantage Financial Group, Inc. since 2014. Prior to this, he was associated with Cetera Wealth Services, LLC beginning in 2013. Outside his advisory role, Hansley serves as president of a condominium association in West Palm Beach, Florida. Vantage Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm offers both discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing mutual funds, ETFs, and individual equities tailored to client objectives and risk tolerance.

Scott Zurawski is a financial advisor at Vantage Financial Group, Inc. with nine years of industry experience. He holds a Series 66 designation and has previously worked at Cetera, Advisor Direct Financial Advisor, and PNC Investments. Outside of his advisory role, Zurawski serves as treasurer for a nonprofit organization and a homeowners association. Vantage Financial Group is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm manages approximately $867 million in client assets across about 2,482 client relationships through a team of six advisors, offering tailored portfolio management, financial planning, and consulting services.

James Henyey is a CFP® professional with 35 years of experience in the financial industry. He has been with Vantage Financial Group, Inc. since 1990 and also worked at Cetera Wealth Services, LLC from 2013 to the present. In addition to his advisory role, he is an independent insurance agent specializing in disability and life/accident/health insurance. Vantage Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm offers portfolio management and financial planning tailored to client objectives, utilizing mutual funds, ETFs, and individual equities, with the ability to employ various trading strategies when appropriate.

Justin Pagnard is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding Series 63 and Series 65 credentials and with 19 years of industry experience. He has been with Vantage Financial Group since 2011 and Cetera since 2013. Pagnard also serves as President of the National Association of Insurance & Financial Advisors (NAIFA) Cleveland chapter and works as an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. Vantage Financial Group, Inc. is an SEC-registered advisory firm with six advisors, managing approximately $867 million in assets for individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm offers tailored investment programs and a range of financial planning and consulting services, utilizing both discretionary and non-discretionary portfolio management strategies.

Theresa Schmotzer is a financial advisor at Vantage Financial Group, Inc. in Cleveland, OH, with 24 years of industry experience. She holds the Series 66 designation and has previously worked at firms including PNC Wealth Management and Cetera. Outside of her advisory role, she serves as a board member for a local homeowners association. Vantage Financial Group, Inc. is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm manages approximately $867 million in client assets through tailored investment programs that include fundamental analysis and a variety of asset classes, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning and consulting services.

Chad Aerni is a financial professional with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Cetera and PNC Investments. Aerni also works as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Vantage Financial Group, Inc. is an SEC-registered advisory firm managing approximately $867 million in client assets and serving individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm offers tailored portfolio management and comprehensive financial planning using a range of investment strategies and maintains multiple offices and affiliated businesses.

Matthew Hunt is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, Hunt worked in various positions including at Cetera and Hard Rock Casino Cincinnati. Outside of his advisory work, he is involved in selling fixed insurance products. Vantage Financial Group, Inc. is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm manages approximately $867 million in client assets through a team of six advisors, offering portfolio management, financial planning, consulting, and retirement plan services with investment strategies tailored to client objectives.