Westminster Financial Advisory Corp

Peter Bittermann is a financial advisor with Westminster Financial Advisory Corporation, holding a Series 66 designation and 25 years of industry experience. He has been with Westminster Financial since 2011 and has also worked at RBC Capital Markets Corporation since 2008. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes a diversified, multi-asset class investment approach with a buy-and-hold orientation complemented by tactical adjustments and manages portfolios using various securities, mutual funds, ETFs, and option strategies.

Thomas Labrie is a financial advisor with Westminster Financial Advisory Corp in Andover, MA, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He previously worked at Lincoln Financial Advisors for six years before joining Westminster Financial Securities in 2018. Labrie is also licensed as an insurance agent offering accident/health, disability, long-term care, life settlements, and traditional life insurance products. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes diversified, multi-asset class portfolio management with a buy-and-hold strategy complemented by tactical adjustments and employs a range of investment instruments including mutual funds, ETFs, and options.

Kirk Stager is a financial advisor with Westminster Financial Advisory Corp in Beavercreek, OH. He holds the Series 66 designation and has 12 years of industry experience. He has been associated with Westminster Financial Securities since 1996. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s investment approach emphasizes diversified, multi-asset class allocation with a buy-and-hold strategy supplemented by tactical overlays and cyclical analysis.

Vivienne Noufer is a financial advisor with Westminster Financial Advisory Corp in Beavercreek, OH, holding a Series 66 designation and bringing 40 years of industry experience. She has worked at Westminster Financial Securities, Inc. since 1987 and Minnesota Mutual Life since 1986. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s investment approach emphasizes diversified, multi-asset class allocation with a buy-and-hold strategy enhanced by tactical overlays and cyclical analysis.

Alexandra Morrison is a financial advisor at Westminster Financial Advisory Corp with Series 63 and Series 65 licenses. She joined Westminster in 2025 and has prior experience in various roles within the advertising and digital marketing industries. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a diversified, multi-asset class allocation strategy with a buy-and-hold focus, supplemented by tactical overlays and cyclical analysis to adjust portfolio exposures.

Donald Boucher is a financial advisor with Westminster Financial Advisory Corporation, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Westminster Financial Securities, Inc. since 2010. Outside of his advisory role, he is involved in a family trust that owns commercial property. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, and various organizations. The firm emphasizes diversified, multi-asset class portfolios with a buy-and-hold strategy, supplemented by tactical and cyclical adjustments.

Jessica Trunck is a financial advisor with Westminster Financial Advisory Corp in Beavercreek, OH, holding a Series 66 designation and 14 years of industry experience. She has been with Westminster Financial Securities, Inc. since 2002. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals and families, high-net-worth individuals, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s investment approach focuses on diversified, multi-asset class allocation with a buy-and-hold orientation, supplemented by tactical overlays and cyclical analysis.

John Obrien is a financial advisor with Westminster Financial Advisory Corp in Brookfield, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 15 years before joining Westminster Financial Securities, Inc. in 2018. Obrien is also licensed as an insurance agent, offering various insurance products including health, disability, and life insurance. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, and small businesses. The firm emphasizes a diversified, multi-asset class investment approach with a buy-and-hold strategy supplemented by tactical adjustments based on market conditions.

Edward Laughlin is a financial advisor with Westminster Financial Advisory Corp in Miami, FL. He holds a Series 66 designation and has 53 years of industry experience. Prior to joining Westminster Financial Securities in 2017, he worked at Wunderlich Securities from 2015 to 2017. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a diversified, multi-asset class investment approach with a buy-and-hold orientation, supplemented by tactical overlays and cyclical analysis.

Kenneth Warnick is a financial advisor with Westminster Financial Advisory Corporation, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Westminster Financial Advisory Corporation and its affiliated broker-dealer since 2009. Outside of his advisory work, he is self-employed in accounting and tax preparation services. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to a diverse client base including individuals, families, trusts, and charitable organizations. The firm’s investment approach emphasizes diversified, multi-asset class allocation with a buy-and-hold strategy enhanced by tactical adjustments based on economic and market conditions.

Hans Gappy is a financial advisor at Westminster Financial Advisory Corp with five years of industry experience. He holds a Series 66 designation and has worked previously at Stifel Independent Advisors, LLC, and Dumbstruck Inc. Outside of his advisory role, he serves as the head varsity boys basketball coach at Auburn Hills Oakland Christian School. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s investment approach focuses on diversified, multi-asset class allocation with a buy-and-hold strategy supplemented by tactical overlays and cyclical analysis.

Kyle Cook is a financial advisor with Westminster Financial Advisory Corp in Brecksville, OH. He holds a Series 66 designation and has one year of industry experience. Prior to joining Westminster Financial Companies, he worked at Lincoln Electric and Ernst & Young. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s approach emphasizes diversified, multi-asset class allocation with a buy-and-hold strategy, supplemented by tactical overlays and cyclical analysis.

Ryan Shoop is a financial advisor with Westminster Financial Advisory Corp in Westlake, OH, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Westminster Financial Securities, Inc., and Stifel Independent Advisors, LLC prior to his current role. Shoop also owns Ryan Shoop LLC, operating as Shoop Wealth Management. Westminster Financial Advisory Corporation provides investment supervisory services and financial advice to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach focuses on diversified, multi-asset class allocation with a buy-and-hold strategy supplemented by tactical overlays and cyclical analysis.

Jessica Davis is a Certified Financial Planner® with nine years of industry experience. She is affiliated with Westminster Financial Advisory Corp and Tudor Financial, Inc., where she has worked since 2017 and 2018, respectively. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, high-net-worth clients, trusts, estates, and other entities. The firm employs a diversified, multi-asset class investment approach with a primary buy-and-hold orientation, supplemented by tactical adjustments based on market conditions.

Morgan Brazie is a financial advisor at Westminster Financial Advisory Corp with 12 years of industry experience. He holds the Series 66 designation and has been with Westminster Financial Securities Inc. since 2013. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a diversified, multi-asset class investment approach with a primary buy-and-hold orientation, supplemented by tactical overlays and cyclical analysis.