Beavercreek, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$1,219,214,272
ClientsTotal clients
1,935
AdvisorsAdvisors at this office
17
Of 36 advisors across 17 offices
Location
50 Chestnut Street, Suite A 400
Beavercreek OH 45440
Advisors at this office
17
Advisors at this office
Kirk S
Series 66
Beavercreek, OH
Westminster Financial Advisory Corp
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 N
Series 66
Beavercreek, OH
Westminster Financial Advisory Corp
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 M
Series 65, Series 63
Beavercreek, OH
Westminster Financial Advisory Corp
Alexandra Morrison is a financial advisor with Westminster Financial Advisory Corp in Beavercreek, Ohio. She holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Westminster Financial Advisory, she worked in various roles across marketing and digital agencies. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm uses a strategic asset allocation approach with tactical adjustments and primarily employs a buy-and-hold strategy supported by discretionary trading and option strategies.
Jessica T
Series 66
Beavercreek, OH
Westminster Financial Advisory Corp
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.
Kenneth W
Series 63, Series 65
Beavercreek, OH
Westminster Financial Advisory Corp
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.
Morgan B
Series 66
Beavercreek, OH
Westminster Financial Advisory Corp
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.
Steven S
CFP®, Series 66
Beavercreek, OH
Westminster Financial Advisory Corp
Steven Sipniewski is a CFP® professional with 13 years of industry experience, currently serving at Westminster Financial Advisory Corp since 2013. He holds the Series 66 designation and is based in Beavercreek, OH. 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 strategy supplemented by tactical and cyclical adjustments.
Edward R
Series 63, Series 66
Beavercreek, OH
Westminster Financial Advisory Corp
Edward Registrato is a financial advisor with Westminster Financial Advisory Corp in Sun City, AZ, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has worked with American Network Securities Corp since 1983 and American Network Financial Services Corp since 1978. Outside of advising, he is also a licensed REALTOR serving as a referral agent. 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 employs a diversified, multi-asset class investment approach with a buy-and-hold orientation, supplemented by tactical overlays and cyclical analysis.
Grant F
Series 66
Beavercreek, OH
Westminster Financial Advisory Corp
Grant Francis is a financial advisor at Westminster Financial Advisory Corp with four years of industry experience. He holds the Series 66 designation and has worked in various roles prior to joining Westminster Financial Securities, Inc. in 2022, including positions in hospitality and education. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach emphasizes strategic asset allocation with tactical adjustments based on economic and market analysis, primarily using a buy-and-hold strategy supplemented by discretionary trading and options strategies.
Stuart B
CFP®, ChFC®, Series 63, Series 65
Beavercreek, OH
Westminster Financial Advisory Corp
Stuart Brazie is a financial advisor at Westminster Financial Advisory Corp with 32 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Westminster Financial Securities since 2016. His prior experience includes roles at KMS Financial Services, Inc and Whitehall Financial Services. Outside of advising, he is licensed as an insurance agent, focusing on long-term care, SPDA, term, and other insurance products. 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 emphasizes diversified, multi-asset class portfolios with a buy-and-hold approach supplemented by tactical overlays and cyclical analysis.
Collin B
Series 66
Beavercreek, OH
Westminster Financial Advisory Corp
Collin Brazie is a financial advisor at Westminster Financial Advisory Corp with five years of industry experience. He holds the Series 66 designation and has worked primarily with Westminster Financial Securities, Inc. since 2013, with periods of self-employment in between. Outside of finance, he is a co-founder of Closing Time Productions, a film production company involved in writing and shooting. 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 approach focuses on diversified, multi-asset class allocations with a buy-and-hold strategy supplemented by tactical adjustments based on market conditions.
Moustapha M
CFA®, Series 66
Beavercreek, OH
Westminster Financial Advisory Corp
Moustapha Mounah is a financial advisor with Westminster Financial Advisory Corp in Beavercreek, OH, holding the CFA® designation and Series 66 license. He has three years of industry experience, including prior roles at ALPS Distributors, Inc., James Investment Research, Inc., Cradle North America, and Wright State University. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, charitable organizations, small businesses, and retirement plans. The firm’s investment approach emphasizes diversified, multi‑asset class allocation with a buy‑and‑hold strategy complemented by tactical overlays and cyclical analysis.
Benjamin W
Series 65
Beavercreek, OH
Westminster Financial Advisory Corp
Benjamin Wynd is a financial advisor at Westminster Financial Advisory Corp with eight years of industry experience. He holds a Series 65 designation and has worked at Smith Wynd Capital LLC since 2024 and Westminster Financial Advisory since 2017. Outside of advising, he is a partner in several business ventures including Smiley Smith Wynd LLC, a CPA business, and Smith Wynd & Co LLC, which specializes in business brokerage assisting clients in selling small private companies. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, and various entities. The firm emphasizes diversified, multi-asset class portfolios with a buy-and-hold approach complemented by tactical adjustments based on market conditions.
Lawrence B
Series 63, Series 65
Beavercreek, OH
Westminster Financial Advisory Corp
Lawrence Brazie is a financial advisor at Westminster Financial Advisory Corp with 47 years of industry experience. He holds Series 63 and Series 65 designations and has been with Westminster Financial Securities since 1987. 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.
Ryan R
Series 66
Beavercreek, OH
Westminster Financial Advisory Corp
Ryan Rabold is a Series 66-licensed financial advisor with Westminster Financial Advisory Corporation, based in Beavercreek, Ohio. He has 12 years of industry experience and has been with Westminster Financial Securities since 2013. 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 employs a diversified, multi-asset class investment approach with a buy-and-hold orientation, supplemented by tactical overlays and cyclical analysis to adjust portfolio exposures.
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