Andrew Taylor is an experienced investment advisor, providing portfolio management and comprehensive financial planning services for high-net worth clients and their families. He joined OJM Group in 2012, following more than 15 years in the financial services industry with Charles Schwab & Co. and Fidelity Investments. Andrew is a contributing author of the financial resource Wealth Management Made Simple and co-author of numerous articles on a broad scope of financial topics. He has also presented lectures, webcasts, and podcasts on investing, retirement planning, and market analysis. Andrew is a member of the Financial Planning Association of Southwestern Ohio.

David Mandell is an author and renowned authority in the fields of asset protection and general wealth management. He is a co-author of more than a dozen financial resources, including Wealth Planning for the Modern Physician, Wealth Management Made Simple, and Risk Management for the Practicing Physician, a Category 1 CME-certified monograph. His previous titles include Wealth Protection: Build and Preserve Your Financial Fortress and Wealth Secrets of the Affluent, published by John Wiley & Sons. David’s articles have appeared in over 40 national publications, and he has been interviewed as an expert in national media outlets, including Bloomberg and FOX-TV. He has presented lectures, webcasts, and podcasts on asset protection, tax planning, and wealth management for numerous regional and national organizations.

Jason O'Dell, MS, CWM, is a financial consultant, investment advisor and insurance specialist with more than 25 years of experience working with high-net worth clients, including physicians, professionals and their businesses. Jason is a co-author of more than a dozen financial resources, including Wealth Planning for the Modern Physician, Wealth Management Made Simple, and Risk Management for the Practicing Physician, a Category 1 CME-certified monograph. He has also authored numerous articles and presented lectures, web seminars and podcasts on investment management, retirement planning and a broad scope of financial topics. He has been recognized by Medical Economics as one of the “Best Financial Advisers for Doctors” (2002, 2004, 2006, 2008 – 2013) and by Cincinnati Magazine as a “Top Wealth Manager.” Jason is a Past President of the Alzheimer’s Association of Greater Cincinnati and a Past Chairman of the Advisory Board of Partners Financial (an NFP company). He served on the AALU Board of Directors and is a member of the Financial Planning Association and Cincinnati Estate Planning Council.

Bob Peelman is an experienced wealth advisor and financial consultant who has worked with individuals, families, endowments, and foundations for more than 20 years. Prior to joining OJM in 2010, Bob was a financial advisor with Morgan Stanley Wealth Management. Bob is a contributing author of the financial resource Wealth Management Made Simple and co-author of more than a dozen articles on investing, retirement planning, and other financial topics. He has also presented numerous lectures, webcasts, and podcasts for regional and national groups. Bob serves as a board member for DCCH Center for Children and Families and a committee member for the Redwood Foundation.

Adam Braunscheidel is an experienced investment advisor, providing portfolio management and comprehensive financial planning services for OJM Group clients. His responsibilities also include investment research and market analysis for the firm. Adam joined OJM in 2009 and is a contributing author of the book Wealth Management Made Simple. He is also a co-author of numerous articles and has presented webcasts and podcasts on investing, retirement planning, and other financial topics. Adam serves on the Young Professionals Board and Planned Giving Committee of the Children’s Home of Cincinnati. He also mentors underprivileged youth through a local organization called Villedge.