Your Investment Team

Telhio Wealth Management Services is a relationship-based organization seeking to provide quality advice, effective implementation, and superior service to their individual and corporate clients. We help our clients attain financial confidence and independence. We focus on building long-term relationships founded on mutual trust and respect.

NEW! We now have an easy, online investing solution that offers the benefits of a personal financial advisor. Learn more about Guided Wealth Portfolios today.

Guided Wealth Portfolios


COVID-19 INFO:

How quickly can the stocks recover from COVID-19? We asked the experts.
Read More Here

Surviving Market Volatility During COVID-19: Investing Tips (PDF)


*Check the background of your financial broker at FINRA's BrokerCheck!  

Teresa RussellTeresa Russell, LUTCF

LPL Financial

trussell@telhio.org

Teresa attended The Ohio State University and has been in the financial services industry for more than 10 years.  An alumni member of Delta Delta Delta Sorority, Teresa resides in Powell with her husband and two children. She is involved with several charitable organizations, including the American Red Cross, and the Leukemia and Lymphoma Society. Teresa is a member of the National Association of Women Business Owners (NAWBO), as well as a member of the Business Advisory Council for Olentangy Local Schools. Teresa has also been selected as a Board Member for the Women's Small Business Accelerator.

Teresa brings an all inclusive perspective to working with her clients, helping both individuals and businesses to build their financial future.  Teresa can help Telhio credit union members develop options for their current and future financial needs. From developing, executing and managing strategies to implementing plans, Teresa is here to help you pursue your financial goals.


Brian Sweeney

Brian Sweeney, CFP®

LPL Financial
bsweeney@telhio.org


Brian has spent the last 7 years involved in the investment services & financial planning world. His initial experience came from Merrill Lynch, where he worked as an investment advisor on a team that managed over 250 million of assets. He later moved to Raymond James where he spent time developing his investment management, retirement planning and tax strategies skill set, until settling in with LPL Financial.
Brian's primary focus and experience is investment management as well as advanced financial planning and tax strategies when working with clients.

Brian has earned his degree in Finance from Ohio University while playing football, as well as earning his MBA from California University. Brian also holds his certificate in financial planning from Bryant University as well as his CERTIFIED FINANCIAL PLANNER® designation, adding a more in depth and trusted approach for clients. He is also finishing his CPA designation for in depth tax planning strategies.

Brian and his team encompass all aspects of financial planning when working with clients. He prides himself on the ability of his team to add value, establishing comprehensive financial planning services, long term growth strategies, and implementation and management with a goal to simplify and maximize financial well-being.


Brian is originally from Pittsburgh, PA but currently resides in Grandview Heights, OH with his fiance, Ariana.


Kevin Gray

Kevin Gray, CFP®

LPL Financial

kevin.gray@lpl.com

Kevin has spent the majority of his career consulting other investment and tax professionals across the country regarding their high net worth clients and how to best plan for pursuing their most important financial goals.

Kevin has held positions as a Regional Vice President with one of the largest insurance and asset managers in the US, followed by a Regional Director role for a global asset management company focused on providing risk managed investment strategies to individuals and institutions.  Kevin is currently aligned with LPL Financial, the largest independent broker dealer*, to provide his clients a comprehensive approach to wealth management and access to industry leading resources.


Kevin earned an Ivy League degree in economics from the University of Pennsylvania. In addition to holding multiple FINRA securities registrations held through LPL Financial, Kevin also holds his CERTIFIED FINANCIAL PLANNER™ designation in hopes of providing a more in depth and trusted approach for clients.


Mike Davell

Mike Davell, CRPS®

LPL Financial

mike.davell@lpl.com

Mike has been providing investment management and financial planning services to clients since 2012. He received an Executive Certificate in Financial Planning from The Ohio State University, Fisher College of Business and is also certified as a Chartered Retirement Plan Specialist℠. His main goal is to help individuals and business owners learn how to properly invest their assets to successfully reach their retirement income needs.

Mike has been married to his wife, Amanda, since 2013 and has two beautiful little girls, Mila (4) and Marley (2).

Mike can work with any Telhio Credit Union member simply by requesting a consultation.

Dave BaileyDave Bailey
LPL Financial

dave.bailey@lpl.com


Dave has been in the financial services industry since the year 2000 with a demonstrated history of helping clients pursue their financial goals.  Dave attained a Bachelors' degree in Business Administration from the University of Cincinnati and has current Financial Licenses of 7, 63, 65, and Life, Health, and Annuity.  He also brings substantial experience from Fidelity Investments, Scottrade, Fifth Third Securities, and PNC Investments.  Dave's primary focus will be retirement planning, portfolio management, and tax strategies when working with clients.



Dave resides in the West Chester, OH area with his wife and 4 children where he enjoys watching and coaching their sports throughout the year.  He also enjoys playing golf and attending Cincinnati Reds games when he can find the time.



*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.

*Accounts under $10,000 have a $20 annual fee. ** Asset and portfolio data through 9/30/18 for assets for which LPL Research has discretion. Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a member of FINRA/SIPC. There is no assurance that Guided Wealth Portfolios are suitable for all investors or will yield positive outcomes. The purchase of certain securities will be required to effect some of the strategies. Investing involves risks including possible loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a nondiversified portfolio. Diversification and asset allocation do not protect against market risk. References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing. Rebalancing a portfolio may cause investors to incur tax liabilities and does not assure a profit or protect against a loss. A registered investment advisor. Member FINRA/SIPC

* Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Telhio Credit Union and Telhio Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Telhio Wealth Management Services, and may also be employees of Telhio Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Telhio Credit Union or Telhio Wealth Management Services. Securities and insurance offered through LPL or its affiliates are:

LPL Disclosure