Asset One Wealth Management, LLC

Austin Velarde is a financial advisor at Asset One Wealth Management, LLC in Bellevue, WA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial LLC, and RBA Wealth Management. Asset One Wealth Management offers financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm employs a strategic asset allocation approach tailored to each client’s risk profile, utilizing a mix of individual securities, ETFs, mutual funds, and independent managers, and provides specialized services such as ERISA retirement-plan consulting and family office coordination for clients with significant assets.

Titus Allen is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Asset One Wealth Management, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Cetera Investment Advisers LLC, Cetera Wealth Services, LLC, Voya Financial Advisors, and Fifth Third Securities. Outside of advising, he owns and oversees operations at Truly Natural Therapies, a spa business. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to a diverse client base including individuals, trusts, business entities, and charitable organizations. The firm employs a strategic asset allocation approach tailored to client risk profiles and objectives, utilizing a mix of individual securities, ETFs, mutual funds, and independent managers.

Thomas Hoffman is a financial advisor with RBA Wealth Management, LLC, based in Newport Beach, CA. He holds Series 63 and Series 66 designations and has 44 years of industry experience. Prior to joining RBA Wealth Management in 2017, he worked at Morgan Stanley from 2014 to 2017. RBA Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and corporate entities by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm employs a disciplined investment process that integrates fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Denise Petersen is a financial advisor at Asset One Wealth Management, LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Nwf Advisory Services, Inc. Since 1991, she has also been involved in the sale of traditional and life insurance products. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm offers customized portfolio construction and rebalancing based on client risk profiles, utilizing a mix of individual securities, ETFs, mutual funds, and independent managers.

Leah Cook is a financial advisor at Asset One Wealth Management, LLC in Findlay, OH. She holds the Series 63 and Series 65 licenses and has experience working with several firms including Cetera Wealth Services, Allen-Kramp Wealth Management, and Purshe Kaplan Sterling Investments. Outside of her advisory role, she is actively involved in community and nonprofit organizations such as Flag City Vet Fest, Habitat for Humanity, and Silent Watch, where she holds leadership and volunteer positions. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to a range of clients including individuals, trusts, estates, and business entities. The firm employs a strategic asset allocation approach customized to client risk profiles, utilizing a mix of individual securities, ETFs, mutual funds, and Independent Managers, with additional services including ERISA retirement-plan consulting and family office coordination for high-net-worth clients.

Don Petricic is a CFP® professional with 24 years of industry experience. He is currently a managing partner at Asset One Wealth Management, LLC and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, and Woodbury Financial Services. Asset One Wealth Management offers financial planning, discretionary investment management, and retirement plan consulting to a range of clients including individuals, trusts, business entities, and charitable organizations. The firm uses a strategic asset allocation approach tailored to client risk profiles and objectives, employing a mix of individual securities, ETFs, mutual funds, and independent managers in its portfolios.

Nicole Wagner is a financial advisor with Asset One Wealth Management, LLC in Findlay, Ohio. She holds Series 63 and Series 65 licenses and has five years of industry experience, including roles at Cetera Wealth Services and Voya Financial Advisors. Wagner serves as president of the Cory-Rawson PTO and holds board positions with the Millstream Area Credit Union, the Green & Gold Foundation Fund, and the Old Millstream Foundation. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm offers customized portfolios based on strategic asset allocation and serves clients with a range of wealth management needs, including family office coordination for those with over $2 million in assets.

Stephen Bierker is a CFA® charterholder with 10 years of experience in the financial services industry. He has been with Pittsburgh Financial Planners, Inc. since 2016 and previously worked at Quasar Distributors, LLC and Mühlenkamp & Co. He is the managing member of SGBIER Enterprises, LLC, a consulting business that provides services to Pittsburgh Financial Planners, Inc. and engages in other business activities. Pittsburgh Financial Planners, Inc. serves individuals, trusts, business entities, and sole proprietorships with comprehensive financial planning and portfolio management services. The firm emphasizes a client-centered investment process with ongoing due diligence and offers educational seminars, access to third-party managers, and complex custody arrangements.

Rodney Kramp is a financial advisor at Asset One Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Purshe Kaplan Sterling Investments, Cetera Wealth Services, Voya Financial Advisors, and Fifth Third Securities. Outside of his advisory role, he owns and oversees operations for Truly Natural Therapies, a spa business. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm’s investment approach centers on strategic asset allocation tailored to client risk profiles, utilizing a mix of individual securities, ETFs, mutual funds, and independent managers, with a focus on periodic rebalancing and institutional support services.

Rafael Yurk is a financial advisor at Pittsburgh Financial Planners, Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience at the University of Pittsburgh and Pennsylvania State University. Pittsburgh Financial Planners, Inc. serves individuals, trusts, business entities, and sole proprietorships with comprehensive financial planning and portfolio management services. The firm emphasizes a client-centered investment process with detailed financial information gathering, ongoing due diligence, and may utilize derivative strategies where appropriate.

Brian Yates is a CFP® with 31 years of industry experience, currently serving at Pittsburgh Financial Planners, Inc. since 2016. His prior experience includes roles at Quasar Distributors, LLC and Muhlenkamp & Company, Inc. Outside of his financial advisory work, he is involved in youth sports as a minority member of Triple Threat Lacrosse and coaches for the Iron City Lacrosse Club travel team. Pittsburgh Financial Planners, Inc. provides comprehensive financial planning and portfolio management services to individuals, trusts, business entities, and sole proprietorships. The firm emphasizes a client-centered investment approach focused on detailed financial analysis, ongoing due diligence, and may employ derivative strategies when appropriate, in addition to offering educational seminars and negotiating access to third-party managers and technology platforms.

James Franklin is a CFP® with four years of industry experience, currently serving as a financial advisor at Asset One Wealth Management, LLC. Prior to joining Asset One, he worked at LPL Financial LLC and E*Trade Securities LLC. His background also includes roles outside finance, such as employment at Utah Valley University and involvement with The Color Run. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to a diverse client base including individuals, trusts, business entities, and charitable organizations. The firm employs a strategic asset allocation approach tailored to client risk profiles, utilizing a range of investment vehicles and offering specialized services such as ERISA retirement-plan consulting and family office coordination.

James Ferrin is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Asset One Wealth Management, LLC, where he has worked since 2025. His prior experience includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Shilanski & Associates, Inc., Ferrin Capital, and Triad Advisors Inc. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, pension plans, and charitable organizations. The firm offers customized portfolios based on clients’ risk profiles and objectives, using a mix of individual securities, ETFs, mutual funds, and selected Independent Managers.

Bradley Ward is a financial advisor at Asset One Wealth Management, LLC in Bonita Springs, FL. He holds Series 65 and Series 66 licenses and has experience dating back to 2015 with firms including Lifeworks Advisors, LLC, Mass Mutual Life Insurance Company, and Northwestern Mutual. Asset One Wealth Management serves individual and institutional clients, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a strategic asset allocation with a long-term buy-and-hold investment approach and coordinates other investment managers and plan fiduciaries as part of its services.

Susanna Fraser is a financial advisor at Asset One Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Asset One, she held various roles including positions at Western Washington University, Makeworth Coffee Roasters, and Target Corporation. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm offers customized portfolio construction based on client risk profiles and objectives, utilizing a mix of individual securities, ETFs, mutual funds, and Independent Managers.