Vista Investment Partners

Matthew Golliher is a financial advisor at Vista Investment Partners with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cantella & Co., Inc., U.S. Bancorp Investments, and Cetera Investment Advisors. Outside of his advisory role, he is involved as a bitcoin consultant and is a partner in entities focused on bitcoin wealth management. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, typically working with clients who meet its investable-asset threshold. The firm provides financial planning and portfolio management, emphasizing asset allocation and manager selection through various proprietary strategies, including the use of bitcoin as a long-term holding or target allocation.

Peter Bartel is a financial advisor at Vista Investment Partners with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cantella & Co., Inc. and Raymond James & Associates, Inc. Outside of advisory services, he is a co-owner of a short-term rental property in Carolina Beach, NC. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, focusing on clients who meet certain investable-asset thresholds. The firm provides financial planning and portfolio management using a range of strategies that include proprietary approaches, asset allocation, and active manager selection, and offers educational seminars and specialized services such as managed “held-away” accounts and bitcoin trading through third-party providers.

Brett Guiley is a CFP® with 25 years of industry experience, currently serving as an advisor at Vista Investment Partners. His career includes roles at Raymond James & Associates, Cantella & Co., and Level Four Financial. He is involved in several nonprofit organizations, including serving as board president of the Triangle Therapy Association, which supports scholarships for disabled children. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, focusing on clients who meet its investable-asset threshold. The firm offers financial planning and portfolio management using asset allocation, manager selection, and proprietary strategies that include growth, income, balanced, and market-rotation approaches, with capabilities in bitcoin trading and custody.

Sarah Peacock is a financial advisor with Vista Investment Partners in Richmond, Indiana, holding a Series 66 designation and nine years of industry experience. Her career includes roles at Vista Investment Partners, Level Four Financial, Cantella & Co., Inc., and Raymond James & Associates. She is a minority owner and participates in administrative and bookkeeping functions for affiliated entities, including Orange Horizon Wealth, LLC and BTC Advisor, LLC. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, typically working with clients who meet its investable-asset threshold. The firm provides financial planning and portfolio management, emphasizing asset allocation and manager selection through proprietary strategies and advanced analytical methods, including the use of covered-call overlays and bitcoin within client portfolios.

Jeffrey Aurand is a financial advisor with Vista Investment Partners in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and PNC Investments. Outside of his advisory work, he owns and manages bitcoin mining operations through 815 Bitcoin, LLC. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, focusing on clients who meet its investable-asset threshold. The firm offers financial planning and portfolio management, emphasizing asset allocation and manager selection with proprietary strategies and the integration of bitcoin as part of client portfolios.

William Harmon is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Vista Investment Partners. His prior roles include positions at Level Four Financial, Personal Capital Advisors Corporation, and The Vanguard Group. He serves on the board of directors for the United Way of Whitewater Valley and participates on the finance committee and board of Girls Inc., providing mentoring and support to girls in grades K-10. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, typically working with clients who meet its investable-asset threshold. The firm provides financial planning and both discretionary and non-discretionary portfolio management, using asset allocation and manager selection strategies that incorporate proprietary approaches and may include covered-call overlays and bitcoin holdings.

Stasia Veramallay is a financial advisor at Vista Investment Partners with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including J.P. Morgan Securities, Raymond James, and Cantella & Co., Inc. Outside of her advisory role, she is active in community organizations such as the Girl Scouts as a troop leader and serves on multiple nonprofit boards including the Indiana University East Chancellor’s Advisory Board and the Wayne County Indiana Foundation Finance Committee. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides financial planning and portfolio management, emphasizing asset allocation and manager selection through fundamental analysis and mean-variance optimization, with proprietary strategies that include growth, income, balanced, and market-rotation approaches.