Our Team

John Lynch is executive vice president and chief investment strategist for LPL Financial. He leads the market and economic research efforts for LPL’s Research team and is responsible for the firm’s strategic and tactical investment advice. Mr. Lynch oversees the ASK Research team of analysts who provide insight and information on research-related questions from advisors.
Mr. Lynch came to LPL with more than 30 years of experience in the financial services industry. Prior to joining LPL in 2017, Mr. Lynch served as senior vice president and regional chief investment officer for the Mid-Atlantic region of Wells Fargo Private Bank, where his responsibilities included economic and market analysis, investment strategy, and portfolio management.

Previously, Mr. Lynch held roles that included chief equity strategist with Wells Fargo Asset Management and chief market analysist for Wachovia and Evergreen Investments. Earlier in his career, he honed his investment skills while working in New York in the securities industry, focusing on equity strategy and portfolio management.
Mr. Lynch has been featured in various media outlets, including CNBC, Bloomberg News, Barron’s Magazine, and The Wall Street Journal.

He holds a BA from Villanova University and a MBA in Finance degree from The College of William and Mary.

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Gary is the Managing Director, CEO and Co-Founder of National Wealth Management Group, LLC, one of the largest LPL Financial hybrid RIA firms in the Greater Cincinnati area. He started NWMG with the conviction that our work makes a difference and people deserve an advisor that can positively influence progress in their lives.

Gary’s financial career began in 1986 with First American National Securities, where he specialized in portfolio management and financial coaching.  As his career built momentum, he transitioned to management where he joined World Financial Group supervising and coaching a large team of financial advisors.  His work has taken him on a broad tour of the many walks of life people take, allowing him to garner the valuable perspective and insight his clients benefit from today. 

In 2008, Gary transitioned his practice to LPL Financial in pursuit of a better platform with which to deliver advice to clients.  He began to grow his branch office into what is now National Wealth Management Group in 2015 where his spirit of innovation continues to thrive.  The Company was born out his demand for greater autonomy, increased efficiency and forward thinking solutions for the clients he serves.

Gary splits his time between our Coconut Creek, Florida and Cincinnati, OH locations.  Even so, as a graduate from St. Xavier, Gary’s roots are planted deep in the “West Side” Cincinnati.  His father also ran a successful CPA practice in west Cincinnati for the majority of his life, which is how got his start in the financial services business.   He shares his passion for finance with his pursuit of cultural knowledge through travel abroad.  He enjoys spending time with family, honing his golf game, collecting and drinking wine, and he’s an avid fan of all things Alpina Automotive.

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As Co-Founder and CFO of National Wealth Management Group, LLC, Vivienne transforms our firm’s values and convictions into an actionable reality for her clients.  Through her twenty five years of experience running her own tax practice and subsequent advisory practice, Vivienne has learned first-hand what people need in order in a financial advisor.  

Vivienne earned her CPA designation in 1991 and began offering investment advice to her clients in 1995, around the same time she began working alongside Co-founder Gary Mathews.   In 2008, Vivienne and Gary transferred their investment practice to LPL Financial and combined their businesses to create Alpina Financial Consultants, LLC.  The success of their practice along with ambitions to add more value to their clients ultimately gave birth to the idea of LPL Financial’s premier hybrid RIA, National Wealth Management Group.

Vivienne brings more than professional experience and high-mark credentials to the table. Her unique personal accomplishments and rich family legacy are the things of all-American novels. From her storied immigrant parents who found their American dream in the Florida Keys to her sailing adventure around the globe in a boat no larger than a New York apartment, Vivienne has had the fortune of garnering experiences others only read about. Her natural drive for excellence and these unique experiences combine to form a powerful asset to our team of advisors and our clients.

As both a member of the Executive team and a producing advisor, Vivienne ranks among LPL Financial’s best and brightest qualifying for the LPL Financials Chairman’s Club.  She is also an active member of the LPL Political Action Committee and is committed to influencing positive change through political action. In her free time, Vivienne enjoys spending quality time with friends and family, experiencing arts and culture, and gardening.  Vivienne speaks fluent German and often travels to Europe to broaden the understanding of her heritage. 

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With a forward-thinking mind and a robust industry knowledge base, Ben understands the importance of smart money management and its role in our overall wellbeing.  He commits himself to our clients’ success by delivering reliable and dedicated service in areas such as financial planning, asset allocation, risk management, and complex wealth management strategies.  After acquiring his B.S. in Business Administration from Pepperdine University, he started his career as a financial advisor in 2006 with American Express.  His career then took him through the ranks of two banking institutions until he found a home as an independent advisor with LPL Financial.   It was here where he developed the vision of National Wealth Management Group with Gary Mathews and Vivienne Schleu. 

Ben maintains conviction to a strong set of values developed through his upbringing in rural Ohio, which he continues to hone through his roles as a father and trusted advisor to clients. He has a passion for helping busy professional families avoid the many pitfalls of money mismanagement, saving them precious time that can otherwise be invested in more important matters, such as raising our future generation.  This is why he proudly serves his local community as a SmartVestor Pro.  Ben currently resides in West Chester, Ohio with his wife, three sons and the company comfort officer, a Tibetan terrier named Charlie.  His favorite pastimes include exercise, outdoor activities, home improvement projects, reading, and educating his sons on how to do all the above.

The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of National Wealth Management Group  or LPL Financial.

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Lisa began her career in the financial services industry with Merrill Lynch in 1993 where she garnered experience in a myriad of roles from financial advisor to administrative coach.  She is passionate about people and is a keen problem solver with an eye for detail.  This has propelled her on a successful career path which has today cumulated into her status as Managing Partner with National Wealth Management Group and owner of her independent wealth management practice, Gerardi Wealth Management.  Lisa’s commitment to providing exceptional customer service goes far beyond industry standard and sets her apart amongst the competition.  Her hallmark of unparalleled service has drawn a loyal clientele following, many of which have worked with Lisa since her career began, and represents the embodiment of her passion for others. 

Lisa came to Cincinnati, in pursuit of her career, from Delaware where she grew up.  The lure of family, old friends and a hobby as a wine maker draw her back to the rural part of the state for several weeks every year.  Her rugged, yet refined upbringing instilled a permanent influence promoting the ideals of hard work, attention to the finer details, and the pursuit of American idealism. She currently resides in northern Cincinnati, where she spends her down time spending time with her local family and friends, and raising a German Sheppard named Dozer. 

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Dan Manley has been a financial planner since 2005 and partnered with LPL in 2012, the largest independent broker dealer in the country, as reported by Financial Planning magazine, June 1996-2018, based on total revenue, as well as local accountants and attorneys to assist in estate planning, ensuring all of your financial needs are covered. After more than a decade of financial planning Dan truly knows how to help you work toward your financial goals as efficiently as possible.   

Dan is a Dave Ramsey enthusiast, and in 2014 joined forces with Dave Ramsey as a SmartVestor Pro offering many investment choices to help you eliminate debt. Dan prides himself on helping people pursue financial freedom and work toward accumulating wealth to prepare for the future.

He is an integral part of his community, overseeing the sports ministry at a local church and volunteering as an assistant coach for youth football. Dan has been married to his wife Jamie for thirteen years. Together they have four beautiful children, Elijah, Tate, Jett, and Teagan.

Dan holds a BA in business management from Wilmington College and a MS in economics from Wright State University.

The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of  National Wealth Management Group or LPL Financial.