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Our Team

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Burt White, LPL Financial Research

Chief Investment Officer, Managing Director, Research

   

As Managing Director of Research and Chief Investment Officer, Burt White is responsible for the strategic direction and continued growth of the LPL Financial Research platform. His role includes setting the vision for superior research capabilities and enabling the delivery of conflict-free, objective investment advice by LPL Financial advisors. He provides day-to-day oversight of the Research team, which focuses on providing financial advisors with unbiased investment research about mutual funds, separate accounts, alternative investments, asset allocation strategies, financial markets, and the economy. He is also regularly sought after to speak to the national media—including CNBC, Fox Business, Bloomberg, and others.

Prior to joining LPL Financial in 2007, Mr. White served as a managing director and director of research for Wachovia Securities for 10 years. Mr. White also was an investment analyst for Mercer Investment Consulting, where he provided investment advice to institutional clients. He started his financial services career on the buy side of the business as a research analyst for Thompson, Siegel, and Walmsley, a value-oriented asset manager.

Mr. White received a bachelor of business administration from the College of William and Mary and is FINRA Series 7, 24, 63, 65, and 87 registered through LPL Financial.

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John Lynch, LPL Financial Research

Chief Investment Strategist

   

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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Ryan Detrick, CMT, LPL Financial Research

Vice President, Market Strategist

   

As Vice President, Market Strategist, Ryan Detrick is a member of the LPL Financial Research tactical asset allocation committee, responsible for directly impacting the portfolio decision-making process, as well as a member of the market insights team, developing and articulating equity and general market strategy. In this role, he is a frequent presenter to clients, industry peers, and the national media on emerging and developing market trends

Prior to joining LPL Financial, Mr. Detrick was building his market knowledge and solid analytical skills. He was a senior portfolio manager at Haberer Registered Investment Advisor (RIA), managing sector asset allocation and strategy for high-net-worth client portfolios. Earlier in his career, he spent over a decade at Schaeffer’s Investment Research. His research and market analysis utilized technical, fundamental, and sentiment methodologies, with a focus on market expectations and advanced options strategies. During his tenure there he was the company’s primary spokesperson and was widely quoted in national media outlets, including appearances on business television and radio programs such as CNBC, Bloomberg TV, and Fox Business.

Mr. Detrick earned his Chartered Market Technician (CMT) designation, a BS in finance from Xavier University, and an MBA from Miami University. He also holds his FINRA Series 7 and 66 through LPL Financial.

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Gary Mathews

Managing Director | Financial Advisor

Schedule Appointment

 

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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Claire D. Hart, Financial Advisor

Schedule Appointment

 

Claire joined NWMG in November 2018 as a Senior Financial Advisor. Her specialties for more than 22 years in the corporate and individual markets include business, retirement and estate planning strategies for her clients throughout the United States. She dedicates herself to providing professional financial advice in return for a successful business relationship and it is her responsibility to get to know you and find investments designed to help you meet your financial objectives. 

She began her career at Dean Witter in 1996. During this time, she spent 2 years at Dean Witter and 2 years at Prudential Securities before branching out on her own in 2001. She is a licensed general securities agent, investment advisor representative and a state of Florida life, health and variable annuity agent. Claire obtained her Bachelors of Science Degree in Information Systems with a minor in Business at Pace University in Pleasantville, New York.

On a personal note, Claire has 2 amazing girls and enjoys watching them grow into beautiful young ladies.  She enjoys family time, playing scrabble, the beach, traveling, baking and exercising.  She has lived in Northwest Broward County for 20 years. 

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Vivienne Schleu, CPA

Managing Director | Financial Advisor

Schedule Appointment

 

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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Angela Howard

Financial Advisor

Schedule Appointment

 

Angela became the second in a family line of financial service professionals having joined Model Wealth Group, the company founded by her father Marshall, in 1995.   With over two decades in the financial services industry and a wealth of family experience to draw from, Angela is a highly effective provider of asset management for retirees and life planning for income earners.  She is passionate about educating herself, keeping up to date on industry trends and applying this information to her clients in useful ways through common sense advice.  To this end, The Institute of Business & Finance (IBF) awarded her with a Master of Science in Financial Services (MSFS) graduate degree. The degree is conferred upon candidates who complete a multi-year educational program focusing on annuities, employee benefits, estate and financial planning, income taxes, insurance, investments, mutual funds, portfolio management, real estate and retirement. 

Angela currently operates her practice from her office location in Gahanna, Ohio, where she also lives and raises her family.

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

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Ben Jones

Managing Director | Financial Advisor

 

Schedule Appointment

 

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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Donald Bateman

Wealth Advisor

 

Beginning his career with Morgan Stanley in Syracuse, NY in 2001, Don moved to Florida in 2005 to pursue an opportunity with Smith Barney as a Financial Planning Specialist for retirees. As his business grew, so did his demand for flexibility and objectively minded business solutions. He made the decision to transition to LPL Financial in 2013 where he continues to successfully operate his brokerage practice.  Don whole-heartedly embraces what it means to be an independent advisor which is why he was one of the first advisors to join National Wealth Management Group. His outgoing demeanor and ability to communicate clearly and without prejudice make him an effective financial educator and coach.

Don runs his practice from the National Wealth Management Group Boca Raton, Florida office location. He lives nearby in Deerfield Beach and can often be found in the community playing guitar or drums for local bands in live concert. He is as passionate about music as he is about championing sound financial planning and wealth building.

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Lisa Gerardi, Gerardi Wealth Management

Managing Partner | Financial Advisor

Schedule Appointment

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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Katherine Petrelli

Managing Partner | Financial Advisor

Schedule Appointment

 

Hailing from California’s LA area, Katherine moved to Southern Florida in 1992 where she planted her household and raised two sons and a daughter.  Being the only girl from a family of six children raised by dedicated parents,  Katherine understands the importance of sensible financial planning and her ambition mirrors this passion.  While raising her own three children, she earned both a Bachelor’s degree and her Master’s Degree in Organizational Management and launched a career in financial services in 2001.    Katherine acquired her securities licenses while at WMA Securities, which later became World Group Securities. She provided dedicated investment planning and administrative support as a critical component of her firm’s top producing female advisor team until 2015 when she branched out to run her own branch in Palm Coast, Florida.  Katherine specializes in retirement and income planning, investment management and investor behavioral coaching.  She is a dedicated educator, drawing from her family’s military background to motivate clients and friends alike to maintain prudent financial discipline to achieve the desired results.

*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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Danny Manley

Financial Advisor

Schedule Appointment

 

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.

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Janet Booth, CFP®, Gerardi Wealth Management

Client Relationship Manager

 

With a Master’s Degree in Business, more than 30 years’ experience in business, and achievement of the CERTIFIED FINANCIAL PLANNER™ (CFP®) standard of excellence, Janet Booth is good at thinking through complex systems and presenting answers in a clear, common-sense way. She works with clients from all walks of life, helping them to improve their lives and follow their dreams.  In addition to being a CFP® professional, Janet Booth holds securities registrations 7, 63, and 65 through LPL Financial, as well as an Ohio Life and Health Insurance License (OH Insurance Lic. #609075). She has an MBA from Fisher College of Business at The Ohio State University and graduated summa cum laude from St. Ambrose University.

Janet is the mother of two and grandmother of four.  Residing in Cincinnati, Ohio, it is only natural for her to be an avid Buckeye’s fan and an urban adventurer.  She enjoys gardening, traveling, reading, cooking, needlework, puzzles and restoring her 174 year old home.

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Cincinnati, OH
11260 Chester RD, STE 250
Cincinnati, OH 45246

Centerville, OH
76 Marco LN
Centerville, OH 45458

Gahanna, OH
81 Mill ST
Gahanna, OH 43230

Coconut Creek, FL
4171 West Hillsboro BLVD, STE 4
Coconut Creek, FL 33073

Ormond Beach, FL
1024 N US Hwy 1
Ormond Beach, FL 32174

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