Sylvania, OH Office

Griffin Oehlers is a financial advisor at Venture Visionary Partners LLC with four years of industry experience. He holds a Series 65 designation and has worked at Venture Visionary Partners since 2017, following a prior role at TDC Investment Advisory from 2016 to 2021. Venture Visionary Partners provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm combines model portfolios with fundamental, technical, and modern portfolio theory approaches, offering both discretionary and non-discretionary management along with retirement-plan consulting and implementation services.

Ryan Borucki is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Venture Visionary Partners LLC since 2020. His prior work includes roles at D.B. Root & Company, LLC, Purshe Kaplan Sterling Investments, Rehmann Financial Network, and Royal Alliance Associates. He is also an independent licensed insurance agent affiliated with Venture Risk Consulting, LLC. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using a combination of fundamental, technical, and modern portfolio theory approaches and offers both discretionary and non-discretionary portfolio management alongside retirement-plan consulting and implementation.

Robert Retzloff is a financial advisor at Venture Visionary Partners LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services Inc and Purshe Kaplan Sterling Investments. Retzloff is also an independent insurance licensed agent and serves as a compliance officer for Venture Risk Consulting, LLC. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a range of investment approaches, including fundamental, technical, and modern portfolio theory, and offers services such as discretionary portfolio management, retirement-plan consulting, and integrated financial planning.

Jordan Harrigan is a financial advisor at Venture Visionary Partners LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill for seven years and Hobby Lobby for eight years. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm employs customized portfolios based on client objectives and risk profiles, utilizing a combination of fundamental, technical, and modern portfolio theory approaches.

Lindsey Rouser is a financial advisor at Venture Visionary Partners LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at UBS and Purshe Kaplan Sterling Investments. Rouser serves on the Client Advisory Board for TriState Capital Bank. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm employs a mix of fundamental, technical, and modern-portfolio-theory approaches, customizes portfolios to client objectives, and offers both discretionary and non-discretionary management.

Timothy Carroll is a financial advisor at Venture Visionary Partners LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including U.S. Bancorp Investments and Northwestern Mutual. Carroll is also involved in outside insurance sales and servicing on a limited basis. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using a combination of fundamental, technical, and modern portfolio theory approaches and offers both discretionary and non-discretionary management along with retirement-plan consulting.

Brook Bright is a CFP® and CFA® with 26 years of industry experience. He currently works at Venture Visionary Partners LLC and has previously held roles at Landing Point Financial Group, Ameriprise Financial Services, and Keybanc Capital Markets. He is also a licensed insurance agent. Venture Visionary Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using model portfolios and a combination of fundamental, technical, and modern portfolio theory approaches, and offers retirement-plan consulting and implementation services.

Craig Warnimont is a CFA® charterholder with 15 years of experience in the financial services industry. He has worked at Venture Visionary Partners LLC since 2020, following earlier roles at Purshe Kaplan Sterling Investments and UBS Financial Services. He serves on the investment committees of the Ohio Highway Patrol Retirement System, the Toledo Opera Endowment Committee, and the Diocese of Toledo. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using a combination of fundamental, technical, and modern-portfolio-theory approaches and offers retirement-plan consulting and implementation services.

Craig Findley is a financial advisor with Venture Visionary Partners LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at UBS Financial Services, Merrill, and Citigroup Global Markets. Findley is also involved with Venture Risk Consulting, LLC, which partners with other firms on employee benefit plans and business consulting. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth clients, retirement plans, trusts, charitable organizations, and small businesses. The firm offers discretionary and non-discretionary portfolio management and integrates a variety of investment approaches while managing retirement-plan consulting and implementation.

Steven De Yarman is a CFP® professional with one year of experience at Venture Visionary Partners LLC. He previously worked at Huntington Bank for 27 years. Outside of his advisory role, he operates a sole proprietorship as a CPA tax preparer. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm offers customized portfolios using a blend of fundamental, technical, and modern portfolio theory methods, along with retirement-plan consulting and implementation services.

Mark Klopfenstein is a financial advisor at Venture Visionary Partners LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Strategic Investment Advisors, LLC and Walnut Street Advisers Inc., as well as operating Klopfenstein Financial Group, LLC since 2003. Venture Visionary Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm employs a blend of fundamental, technical, and modern portfolio theory approaches, tailoring portfolios to client objectives and risk profiles while offering both discretionary and non-discretionary management.

Paul Abendroth is a financial advisor with Venture Visionary Partners LLC, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at several firms, including D.B. Root & Company, Purshe Kaplan Sterling Investments, Rehmann Financial Network, and Royal Alliance Associates. Abendroth is also an independent insurance agent through Venture Risk Consulting, LLC. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using model portfolios and a combination of fundamental, technical, and modern-portfolio-theory approaches, and it offers a sizable retirement-plan practice with ERISA 3(38) Pooled Employer Plan services.

Travis Maas is a financial advisor at Venture Visionary Partners LLC with seven years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services, Inc., and LPL Financial LLC. In addition to his advisory role, he is a licensed insurance agent specializing in fixed and variable life insurance. Venture Visionary Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm offers customized portfolio management and financial planning, utilizing a range of investment strategies and third-party managers, along with retirement-plan consulting and implementation services.

Melissa Estrich is a financial advisor with Venture Visionary Partners LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her prior roles include positions at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments. She has been with Venture Visionary Partners since 2020. Venture Visionary Partners LLC offers investment advisory and financial planning services to individual and high-net-worth clients, retirement plans, trusts, charitable organizations, and small businesses. The firm combines fundamental, technical, and modern portfolio theory approaches to customize portfolios and provides both discretionary and non-discretionary management along with retirement-plan consulting.

Brian Funkhouser is a financial advisor at Venture Visionary Partners LLC in Sylvania, OH, with 22 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and UBS Financial Services Inc. prior to joining Venture Visionary Partners in 2019. Venture Visionary Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using a combination of fundamental, technical, and modern portfolio theory approaches and offers both discretionary and non-discretionary management alongside retirement-plan consulting and implementation services.