Meet Our Team
Working Together for Your Wellbeing
We look forward to helping you achieve your financial goals.
Kenneth Wise
Ken Wise is a Partner, Wealth Advisor, and the Managing Director of Touchstone Wealth Partners. In this dual capacity, he advises individuals, families, corporate executives, and entrepreneurs on complex financial decisions while also leading the practice's overall direction and strategy. As a Wealth Advisor, Ken works closely with clients to develop thoughtful investment strategies and comprehensive wealth planning solutions designed to address complex financial challenges. As Managing Director, he oversees the practice's investment platform and plays an integral role in developing the core processes that shape the long-term vision of the organization.
In 2003, Ken co-founded Findley Wise Wealth Management, the practice he has led ever since while guiding its evolution into what is now Touchstone Wealth Partners. As the practice's founding partner and most tenured advisor, he brings nearly four decades of experience in investment and financial consulting.
Most recently, Ken served as a Managing Director at UBS Wealth Management, where he led and grew one of the firm’s largest and most successful advisory teams. Throughout his tenure at UBS, Ken was consistently recognized among the firm’s top advisors nationwide.
Earlier in his career, Ken held senior roles at Smith Barney and Merrill Lynch, where he developed a reputation as one of the country’s leading wealth advisors and builders of highly successful advisory practices. He earned his bachelor’s degree in real estate and finance from the University of Toledo, graduating cum laude.
Ken has been the recipient of numerous industry awards. While at UBS, the Touchstone Wealth Partners team was recognized as a Barron’s Top 250 Private Wealth Management Team in 2024 and 2025. Ken was also recognized as a Barron’s Top 1,200 Financial Advisors in 2015, 2016, 2017, 2018, 2020, 2021, and 2022, and as a Forbes Best-in-State Wealth Advisors in 2018, 2019, and 2022.
To further the practice's commitment to client education, Ken previously served as an instructor at Florida Gulf Coast University, where he taught the course Financial Strategies for Successful Retirement. He continues to volunteer his time teaching financial literacy courses in a variety of settings across Southwest Florida. Ken is also active in the Ohio community and has been involved with organizations including Kids Unlimited, Adopt America, and the United Way.
Ken and his wife, Ann, reside in Sylvania, Ohio, and Naples, Florida. Their two sons, Kenny and Mitch, are also Partners at Touchstone Wealth Partners, working closely with Ken to support the practice's long-term continuity and multigenerational succession.
Outside of work, Ken is an avid car collector and enthusiast. He enjoys traveling, following his favorite sports teams, and pursuing interests in health, fitness, and longevity.
2025 Barron's Top 250 Private Wealth Management Teams: Awarded May 2025; Data Compiled by Barron's based on the time period from Jan. 2024 - Dec. 2024 (Source: Barrons.com). The Barron's Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year's size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Barron's Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron's based on the time period from Jan. 2023 - Dec. 2023 (Source: Barrons.com). The Barron's Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year's size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2015 Barron’s Top 1,200 Financial Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014 (Source: Barrons.com). The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2016 Barron’s Top 1,200 Financial Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015 (Source: Barrons.com). The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016 (Source: Barrons.com). The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017 (Source: Barrons.com). The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019 (Source: Barrons.com). The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020 (Source: Barrons.com). The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021 (Source: Barrons.com). The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Managing Director & Partner
Wealth Advisor
- Barron’s Top 250 Private Wealth Management Teams, 2024, 2025
- Barron's Top 1,200 Financial Advisors, 2015, 2016, 2017, 2018, 2020, 2021, 2022
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2022
Mitchel Wise
Mitch Wise is a Partner, Wealth Advisor, and the Co-Managing Director of Touchstone Wealth Partners. In this dual capacity, he advises clients on complex financial decisions while also helping lead the practice's overall direction and strategy. As a Wealth Advisor, Mitch works closely with individuals, families, and business owners on investment strategy, major liquidity events, and long-term wealth planning. As Co-Managing Director, he helps guide the practice's operational development, continuity planning, strategic growth initiatives, and long-term vision.
Mitch began his career at Goldman Sachs in New York City, where he worked in the Asset Management Division before moving to the Securities Division as an Interest Rate Specialist on the Cross-Asset Sales Team. He later joined Citadel Securities as a Vice President of Interest Rate Sales, with a focus on U.S. Treasuries and interest rate derivatives. In that role, he covered more than 40 institutional clients, including hedge funds, asset managers, pension funds, and official institutions.
Most recently, Mitch served as a First Vice President and Financial Advisor within the UBS Wealth Management Division. While at UBS, he was also a Partner on the Touchstone Wealth Partners team, which was recognized as one of the Barron's Top 250 Private Wealth Management Teams in both 2024 and 2025.
Mitch graduated in three years with honors from The Ohio State University, earning a B.S. in Business Administration with a specialization in Finance. While at Ohio State, he received the university’s Outstanding First Year Student Award, distinguishing him as the top first-year student among a freshman class of more than 7,000. He also received the Pace Setters Award, the Fisher College of Business’s highest honor recognizing the top one percent of graduating students.
Mitch is actively involved in the community and volunteers his time teaching financial literacy courses in a variety of settings across Southwest Florida. He also mentors students and young professionals, offering guidance on pursuing careers on Wall Street, building early success in the financial services industry, and exploring paths within the wealth management profession.
Mitch and his wife, Jordana, reside in Bonita Springs, Florida, where they enjoy spending time with friends and family, being outdoors, and watching their favorite sports teams.
2025 Barron's Top 250 Private Wealth Management Teams: Awarded May 2025; Data Compiled by Barron's based on the time period from Jan. 2024 - Dec. 2024 (Source: Barrons.com). The Barron's Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year's size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Barron's Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron's based on the time period from Jan. 2023 - Dec. 2023 (Source: Barrons.com). The Barron's Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year's size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Co-Managing Director & Partner
Wealth Advisor
- Barron’s Top 250 Private Wealth Management Teams, 2024, 2025
Kenneth J. Wise II, CFP®
Kenny is a Partner and Wealth Advisor and a CERTIFIED FINANCIAL PLANNER® professional with Touchstone Wealth Partners. Working hand-in-hand with clients to understand their personal and financial goals, he creates long-term comprehensive investment plans to help clients manage their complex financial lives .
Prior to joining the team, Kenny was elected into the highly competitive UBS Inter-Generational Advisor Program in New York City. As part of the rotational program, he had the unique opportunity to engage with the firm’s ultra high net worth clientele through the UBS Women’s Symposium and Young Successors Program, which focus on financial education, philanthropy, and the impact of wealth on family dynamics and the rising generation.
Kenny graduated with honors from The Ohio State University with a B.S. in business administration, specializing in finance and minoring in entrepreneurship. Actively involved in the community, he assists in teaching courses on retirement strategies through various local communities.
2025 Barron's Top 250 Private Wealth Management Teams: Awarded May 2025; Data Compiled by Barron's based on the time period from Jan. 2024 - Dec. 2024 (Source: Barrons.com). The Barron's Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year's size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Barron's Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron's based on the time period from Jan. 2023 - Dec. 2023 (Source: Barrons.com). The Barron's Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year's size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2025 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Partner
Wealth Advisor
- Barron’s Top 250 Private Wealth Management Teams, 2024, 2025
- Forbes Top Next-Gen Wealth Advisors Best-in-State, 2024, 2025
Kristie K. Howe, CFP®, CRPC®, MBA
Partner
Wealth Advisor
Kristie K. Howe, CFP®, CRPC®, MBA
With over three decades of experience in the financial services industry, including roles at major wealth management firms such as Smith Barney and Merrill Lynch, Kristie serves as a Partner and Wealth Advisor at Touchstone Wealth Partners, bringing extensive knowledge and a thoughtful, client-centered approach to her team’s investment planning practice. She is dedicated to helping individuals and families build, preserve, and enjoy a meaningful and secure financial future.
She works closely with individuals and families to develop customized, goals-based strategies designed to evaluate whether they are on track to achieve what matters most in their lives. Kristie leverages detailed financial modeling and comprehensive risk assessment tools to analyze a range of potential scenarios, helping clients identify opportunities and address critical challenges. Her approach is both strategic and personal—focused not only on financial outcomes, but on providing clarity and confidence.
Her primary objective is to help clients answer their most important questions about their wealth, their future, and their priorities. From retirement readiness and long-term financial security to college funding and insurance planning, she guides clients through each step of the process so they feel prepared to navigate life’s financial complexities.
Kristie is especially passionate about empowering women to feel confident, informed, and in control of their financial lives. She takes pride in working closely with her women clients to help them build clarity, independence, and lasting financial security.
A strong advocate for education and professional excellence, Kristie is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Retirement Planning Counselor®. She holds FINRA Series 7, 63, and 65 securities registrations, along with life, variable, accident, and health insurance licenses. She earned her bachelor’s degree in finance, magna cum laude, from the University of Toledo and her MBA from Bowling Green State University.
Kristie has previously been actively involved in financial education within her community, teaching high school and college students about planning and investing. Her past community involvement includes organizations such as Business and Professional Women of Ohio, Junior Achievement, Junior League, and Harbor Behavioral Health Board.
She resides in Sylvania, Ohio with her husband, Michael, and they have two children. Outside of her professional work, Kristie enjoys reading, traveling, and spending time with family and friends.
She works closely with individuals and families to develop customized, goals-based strategies designed to evaluate whether they are on track to achieve what matters most in their lives. Kristie leverages detailed financial modeling and comprehensive risk assessment tools to analyze a range of potential scenarios, helping clients identify opportunities and address critical challenges. Her approach is both strategic and personal—focused not only on financial outcomes, but on providing clarity and confidence.
Her primary objective is to help clients answer their most important questions about their wealth, their future, and their priorities. From retirement readiness and long-term financial security to college funding and insurance planning, she guides clients through each step of the process so they feel prepared to navigate life’s financial complexities.
Kristie is especially passionate about empowering women to feel confident, informed, and in control of their financial lives. She takes pride in working closely with her women clients to help them build clarity, independence, and lasting financial security.
A strong advocate for education and professional excellence, Kristie is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Retirement Planning Counselor®. She holds FINRA Series 7, 63, and 65 securities registrations, along with life, variable, accident, and health insurance licenses. She earned her bachelor’s degree in finance, magna cum laude, from the University of Toledo and her MBA from Bowling Green State University.
Kristie has previously been actively involved in financial education within her community, teaching high school and college students about planning and investing. Her past community involvement includes organizations such as Business and Professional Women of Ohio, Junior Achievement, Junior League, and Harbor Behavioral Health Board.
She resides in Sylvania, Ohio with her husband, Michael, and they have two children. Outside of her professional work, Kristie enjoys reading, traveling, and spending time with family and friends.
Partner
Wealth Advisor
Michael McCullough
With a dedication to building long-lasting relationships, Michael acts as our trading and portfolio specialist for our institutional and individual clients. His specialty includes working with finance directors and treasurers of corporations, municipalities, schools, non-profits and health care organizations. Michael began his career with Fifth Third Securities in 2001. He joined the Touchstone team in 2018. Although Michael's B.A. degree from Miami University of Ohio was in Fine Art, his passion for math led him to earn his M.B.A. from the University of Toledo. This combination has given him a unique perspective and a way to look creatively at building and managing portfolio strategies. Michael has also earned Series 7, 63 and 65 securities registrations.
A lifelong passion for history, especially related to the Toledo area, inspired Michael to become the historian for the Inverness Club of Toledo. He is also active within his community, as a trustee for the Ottawa Hills foundation and the Advisory Council for the University of Toledo Medical Center. He and his family, including his wife, Kelly, and daughters, Delaney and Mia, are also active with the local United Way.
2025 Barron's Top 250 Private Wealth Management Teams: Awarded May 2025; Data Compiled by Barron's based on the time period from Jan. 2024 - Dec. 2024 (Source: Barrons.com). The Barron's Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year's size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Barron's Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron's based on the time period from Jan. 2023 - Dec. 2023 (Source: Barrons.com). The Barron's Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year's size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Partner
Wealth Advisor
- Barron’s Top 250 Private Wealth Management Teams, 2024, 2025
Spencer Stone, CIMA®
Spencer serves as a trusted advisor to individuals and families across the country with over thirty years of experience. He is deeply committed to serving his clients and building meaningful relationships. In his role, Spencer and his team provide customized and comprehensive wealth management solutions to individuals and families, addressing complex financial matters.
Philosophically, Spencer and his team are relationship-oriented and consultative in their approach to client work. He firmly believes in simplifying and coordinating client financial goals and objectives. Spencer has over twenty-five years of experience in wealth management. Spencer previously served as Senior Vice President, Wealth Management for UBS Financial Services and also served as Senior Vice President, Financial Advisor and Portfolio Management Director at Morgan Stanley. Spencer began his career with Kidder, Peabody & Co., Inc.
Spencer holds an undergraduate degree from Miami University in Oxford, Ohio and earned his Master of Business Administration degree, with a specialization in Finance, from The University of Toledo. He holds a Certified Investment Management Analyst® (CIMA®) designation, as well as, Series 7, 9, 10, 63 and 65 securities registrations. Spencer is involved in the Toledo community and is currently a Trustee for the Toledo Community Foundation and is an active Trustee for The Boys and Girls Clubs of Toledo. He previously served on the YMCA Storer Camps Board, The United Way Young Leaders Council and the Family and Child Abuse Prevention Center of Toledo. Spencer also served as a volunteer for Kids Unlimited and was a past mentor for Central City Ministries of Toledo. Spencer and his wife, Christy, reside in Toledo and have two daughters.
2025 Barron's Top 250 Private Wealth Management Teams: Awarded May 2025; Data Compiled by Barron's based on the time period from Jan. 2024 - Dec. 2024 (Source: Barrons.com). The Barron's Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year's size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Barron's Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron's based on the time period from Jan. 2023 - Dec. 2023 (Source: Barrons.com). The Barron's Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year's size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Partner
Wealth Advisor
- Barron’s Top 250 Private Wealth Management Teams, 2024, 2025
J. Brad Tyo
Brad serves as Partner, Wealth Advisor for Touchstone Wealth Partners.
Brad brings a unique perspective and skill set to advising clients. As a result of his background in public accounting, Brad is able to effectively translate this knowledge to client investment planning. Brad takes a holistic planning approach with his clients, specifically focusing on retirement cash flow planning and risk management. Brad employs and orchestrates a team approach in serving his clients. He firmly believes in communicating and coordinating financial strategy with his clients’ other advisors, such as their accountant and estate planning attorney, striving to obtain the best possible solution.
Brad has over thirty years of experience in the financial services industry. Prior to joining Touchstone, Brad served as First Vice President, Financial Advisor at Morgan Stanley. Brad is a graduate of The Ohio State University and earned a Bachelor of Science in Business Administration degree (accounting). Brad is a former Board member of The Toledo Hospital and is active in the community. During his free time, Brad enjoys spending time with his family, playing golf, reading, and traveling.
2025 Barron's Top 250 Private Wealth Management Teams: Awarded May 2025; Data Compiled by Barron's based on the time period from Jan. 2024 - Dec. 2024 (Source: Barrons.com). The Barron's Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year's size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Barron's Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron's based on the time period from Jan. 2023 - Dec. 2023 (Source: Barrons.com). The Barron's Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year's size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Partner
Wealth Advisor
- Barron’s Top 250 Private Wealth Management Teams, 2024, 2025
Brad Dobson, CFA®, MBA
Brad Dobson is the Chief Investment Officer of Touchstone Wealth Partners, where he oversees the company’s investment strategy, portfolio construction, risk management framework, and tax-management overlay implementation. In this role, he works alongside the company’s partners to steward and further develop Touchstone’s established investment process, including asset allocation, portfolio design, trade execution, and oversight of positioning across client portfolios.
Brad brings significant experience across wealth management, institutional asset management, hedge fund management, and academia. Prior to joining Touchstone Wealth Partners, he served as Senior Research Analyst at Orgel Wealth Management, where he worked alongside the company’s Investment Policy Committee on portfolio construction, tactical asset allocation, and risk management. Earlier in his career, Brad was a Vice President at Goldman Sachs in New York City, serving as a Product Strategist in the company’s Asset Management division. In this role, he supported clients across factor-based, liquid alternative, and managed-volatility strategies representing approximately $16 billion in total assets. He also co-founded Clearwater Digital Partners, a digital asset hedge fund, where he served as Managing Partner and Chief Investment Officer.
In addition to his industry experience, Brad spent six years as an Associate Teaching Professor at the University of Wisconsin–Eau Claire. During that time, he led the Student Managed Investment Fund, the flagship capstone experiential learning program within the Department of Accounting and Finance.
Brad earned his MBA from The Ohio State University’s Fisher College of Business and his BBA in Business Finance from the University of Wisconsin–Eau Claire. He is also a CFA charterholder, having successfully passed all three levels of the Chartered Financial Analyst program.
Brad and his wife, Rebecca, reside in Florida and Wisconsin with their son Chase.
Brad brings significant experience across wealth management, institutional asset management, hedge fund management, and academia. Prior to joining Touchstone Wealth Partners, he served as Senior Research Analyst at Orgel Wealth Management, where he worked alongside the company’s Investment Policy Committee on portfolio construction, tactical asset allocation, and risk management. Earlier in his career, Brad was a Vice President at Goldman Sachs in New York City, serving as a Product Strategist in the company’s Asset Management division. In this role, he supported clients across factor-based, liquid alternative, and managed-volatility strategies representing approximately $16 billion in total assets. He also co-founded Clearwater Digital Partners, a digital asset hedge fund, where he served as Managing Partner and Chief Investment Officer.
In addition to his industry experience, Brad spent six years as an Associate Teaching Professor at the University of Wisconsin–Eau Claire. During that time, he led the Student Managed Investment Fund, the flagship capstone experiential learning program within the Department of Accounting and Finance.
Brad earned his MBA from The Ohio State University’s Fisher College of Business and his BBA in Business Finance from the University of Wisconsin–Eau Claire. He is also a CFA charterholder, having successfully passed all three levels of the Chartered Financial Analyst program.
Brad and his wife, Rebecca, reside in Florida and Wisconsin with their son Chase.
Chief Investment Officer
Alicia Monday
Alicia has been with Touchstone Wealth Partners for over five years and brings more than twenty years of experience in banking and financial services. She began her career with thirteen years at Citizens Bank and most recently worked at New York Life as a Financial Services Professional.
During her career in the banking community, Alicia earned her Life and Health Insurance licenses and successfully passed Series 6, 63, and 65 securities registrations. Her priority is earning her clients' trust while helping them achieve their goals and aspirations. She is committed to always acting in her clients’ best interests and delivering exceptional service.
Alicia is married to her husband, Ken, and they have a daughter, Addi, who will attend the College of Engineering at Purdue University. She is a member of Notre Dame Academy’s Advancement Committee. A native of Toledo, Alicia enjoys reading and spending time with her family.
During her career in the banking community, Alicia earned her Life and Health Insurance licenses and successfully passed Series 6, 63, and 65 securities registrations. Her priority is earning her clients' trust while helping them achieve their goals and aspirations. She is committed to always acting in her clients’ best interests and delivering exceptional service.
Alicia is married to her husband, Ken, and they have a daughter, Addi, who will attend the College of Engineering at Purdue University. She is a member of Notre Dame Academy’s Advancement Committee. A native of Toledo, Alicia enjoys reading and spending time with her family.
Senior Client Relationship Manager
Meranda Parrish
With a passion for building rapport with our clients, Meranda’s communication and organizational skills are invaluable when helping to serve the needs of our clients as our Senior Client Relationship Manager. With a background in the finance department of Stautzenberger College, Meranda’s experience included providing lending solutions and long term opportunities for financial success with students and their families. Meranda is a graduate of The University of Toledo with a Bachelor’s in Business Administration and a double major in Business Management and Marketing.
Originally from Dundee, Michigan, Meranda currently resides in Toledo with her four-legged rescue companion Dodger. In her free time, she enjoys reading, traveling, and exercising.
Originally from Dundee, Michigan, Meranda currently resides in Toledo with her four-legged rescue companion Dodger. In her free time, she enjoys reading, traveling, and exercising.
Senior Client Relationship Manager
Reese Boehme
Reese is a Registered Client Relationship Manager with Touchstone Wealth Partners, holding his Series 7 and Series 66 registrations. With two years of industry experience, Reese supports advisors and clients through efficient account management and a commitment to delivering exceptional service. Reese is a graduate of Trine University where he played for the Men’s Division 2 club Hockey team and obtained a degree in Business Administration minoring in Finance and his M.B.A.
Reese is from Temperance, Michigan. Outside of work Reese enjoys golfing, traveling, and spending time with his family.
Reese is from Temperance, Michigan. Outside of work Reese enjoys golfing, traveling, and spending time with his family.
Registered Client Relationship Manager
Jaclyn Seemann
Jackie is a Client Relationship Manager at Touchstone Wealth Partners where she brings dedication and expertise to helping clients navigate their financial goals. A proud graduate of Ohio University, she has built a career grounded in integrity and a commitment to excellence.
Outside of work, life revolves around family — Jackie is the proud parent of three children who keep things lively and full of energy. When not cheering on the family from the sidelines of a sporting event, you’ll find her out for a walk or simply enjoying time in the fresh air. Jackie volunteers at The Toledo Metropark’s Holidays at the Manor House and Soccer Gear for Gambia.
Outside of work, life revolves around family — Jackie is the proud parent of three children who keep things lively and full of energy. When not cheering on the family from the sidelines of a sporting event, you’ll find her out for a walk or simply enjoying time in the fresh air. Jackie volunteers at The Toledo Metropark’s Holidays at the Manor House and Soccer Gear for Gambia.
Client Relationship Manager
Luis Laureano
With more than 15 years of military service, Luis brings discipline, integrity, and a mission-focused approach to financial services. Following a distinguished military career, he transitioned into the banking industry, gaining extensive experience in financial customer service while working closely with high-net-worth clients to help meet their complex financial needs and goals.
Luis graduated from Florida International University’s College of Business with honors, earning a Bachelor’s degree in business administration, specializing in finance. Combining academic excellence with real-world financial experience and a strong commitment to service, he is dedicated to building relationships with clients and helping with their service needs.
Originally rooted in a passion for service and community, Luis resides in Naples, Florida, with his girlfriend, Kassandra. In their spare time, they enjoy road cycling, watching sports, spending time at the beach, participating in outdoor activities, and exploring new restaurants and cuisines throughout Southwest Florida.
Luis graduated from Florida International University’s College of Business with honors, earning a Bachelor’s degree in business administration, specializing in finance. Combining academic excellence with real-world financial experience and a strong commitment to service, he is dedicated to building relationships with clients and helping with their service needs.
Originally rooted in a passion for service and community, Luis resides in Naples, Florida, with his girlfriend, Kassandra. In their spare time, they enjoy road cycling, watching sports, spending time at the beach, participating in outdoor activities, and exploring new restaurants and cuisines throughout Southwest Florida.
Client Relationship Manager
Heather Patterson
Heather is an experienced Office Administrator at Touchstone Wealth Partners where she plays a key role in helping to ensure smooth daily operations and organizational efficiency. Known for her professionalism and discretion, Heather supports the team members with helping maintain compliance and organization across the office. She is committed to delivering reliable support and contributes to the pracitce's overall success. Throughout her 20 year career and due to her vast industry experiences, she prides herself as a problem solver and strives to provide a wonderful client experience. Heather and her husband Brian live in Sylvania and have 3 children. She enjoys spending time with family and friends, gardening and the occasional home remodeling project.
Office Administrator