With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Doug Kisker

CRPC, APMA

Private Wealth Advisor

Chief Executive Officer of Fidant Wealth Partners
Learn more about Doug Kisker Visit Doug Kisker's website

Kathleen Laverde

CLU®, APMA

Private Wealth Advisor

Learn more about Kathleen Laverde Visit Kathleen Laverde's website

David Girmann

CRPC, APMA

Private Wealth Advisor

Business Financial Advisor
Learn more about David Girmann Visit David Girmann's website

Bradley D McElwain

APMA, CRPC

Financial Advisor

Learn more about Bradley D McElwain Visit Bradley D McElwain's website

Karl Diebold

MBA, CFP®, APMA

Financial Advisor

Learn more about Karl Diebold Visit Karl Diebold's website

Pat Cunnane

MBA

Financial Advisor

Learn more about Pat Cunnane Visit Pat Cunnane's website

Jon Ehresmann

CLTC®, APMA

Financial Advisor

Learn more about Jon Ehresmann Visit Jon Ehresmann's website

Scott Custis

CFP®, APMA

Financial Advisor

Learn more about Scott Custis Visit Scott Custis's website

Billy Johnston

CFP®, AAMS

Financial Advisor

Learn more about Billy Johnston Visit Billy Johnston's website

Andrew Jostworth

APMA

Associate Financial Advisor

Investment Manager
Learn more about Andrew Jostworth Visit Andrew Jostworth's website

Jennifer Hope

Associate Financial Advisor

Learn more about Jennifer Hope Visit Jennifer Hope's website

Crystal Griggs

Associate Financial Advisor

Client Relationship Manager
Learn more about Crystal Griggs Visit Crystal Griggs's website

Kiley Byrne

Associate Financial Advisor

Learn more about Kiley Byrne Visit Kiley Byrne's website


Our team

Stacie Key, CRPC®, BFA™

Stacie Key, CRPC®, BFA™

Operations Director,

Managing Partner of Fidant Wealth Partners

Qualifications

  • Series 7
  • Series 66
  • Health, Life and Variable Annunities
  • Chartered Retirement Planning Counselor℠

  • Behavioral Financial Advisor

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Joseph P. Troy III, CRPC®

Joseph P. Troy III, CRPC®

Practice Manager,

Financial Planning Analyst

Qualifications

  • Series 7
  • Series 66
  • Health, Life and Variable Annuities
  • Chartered Retirement Planning Counselor℠

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Maryellen Peretzky

Maryellen Peretzky

Paraplanner,

Chief Financial Officer of Fidant Wealth Partners

Qualifications

  • Series 65
  • Series 63
  • Series 7
  • Health, Life and Variable Annuities
  • Series 52, Series 53, Series 24, Series 27 and Series 4
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Tosha Thompson

Tosha Thompson

Operations Director

Qualifications

  • Series 7
  • Series 63
  • Life and Annuities
  • Series 66

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Lori Powers

Lori Powers

Business Development Director

Caroline Kisker

Caroline Kisker

Marketing Manager

Chastity Jimino Davis

Chastity Jimino Davis

Business Development Manager

Tresa Louderback, CRPC®

Tresa Louderback, CRPC®

Financial Planning Assistant,

Paraplanner

Qualifications

  • Series 7
  • Series 66
  • Life, Health, and Variable Annuities
  • Chartered Retirement Planning Counselor℠

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Sonya Flannery

Sonya Flannery

Client Service Specialist

Ashley Wheeler

Ashley Wheeler

Client Service Specialist

Tony Bergman

Tony Bergman

Client Service Specialist

Brittanie Washington

Brittanie Washington

Client Service Specialist

Qualifications

  • Series 7

  • Series 63

  • Series 66

  • Life, Accident and Health

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Jane Dyar

Jane Dyar

Marketing Specialist

Qualifications

  • MBA

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Holly Snyder

Holly Snyder

Client Service Specialist

Sharon Kovats

Sharon Kovats

Client Service Specialist

Charles Regan

Charles Regan

Financial Planning Analyst

Qualifications

  • Series 66

  • Series 7

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Brandon Ponomarew

Brandon Ponomarew

Client Service Specialist

Sheila Stewart

Sheila Stewart

Client Service Specialist

Gavin Sustarich

Gavin Sustarich

Intern

Mehak Sharma

Mehak Sharma

Intern

Personal Intro

Junior at the University of Cincinnati

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Quinn Watkins

Quinn Watkins

Intern

Personal Intro

Junior at the University of Cincinnati

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Tobin Kreft

Tobin Kreft

Intern

Matthew Cronin

Matthew Cronin

Intern

Personal Intro

Senior at University of Cincinnati

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