Team

Brendan is a native of Cincinnati. He obtained his Bachelor of Science from Ohio University studying Spanish and Business. He started his career at A.G. Edwards with his father, and was recruited to join Hilliard Lyons in 2008. Hilliard Lyons merged with Baird in 2019.  He holds his Series 7, 66 and insurance licenses and has attained the Chartered Retirement Planning Counselor designation from The College for Financial Planning. Brendan learned the business from his father and is the fourth generation of his family to be in the financial advisory business.

Brendan is active in the community and currently serves as Board President for Starfire Council, an organization helping to empower and change the lives of teens and adults with developmental disabilities. 

In 2021 Brendan was nationally recognized by Financial Planning Magazine as a Top 40 Regional Advisor Under 40 acknowledging his assets under management and revenue.  In 2021 Brendan was also honored as a member of the Cincinnati Business Courier’s Top 40 Under 40, a prestigious award recognizing local leaders for their service in the community and successful career achievements.

While Brendan leads the Wheeler-Hosty Group, he acknowledges all credit goes to his team.  The Wheeler-Hosty Group has over $600 million is client assets and in some cases 4 generations of family members as their client.  From a Grandparent’s Trust to a 529 education savings plan for a great grandchild, their clients have trusted the team with the growth, preservation, and continuity of their wealth.  This trust that clients place with The Wheeler-Hosty Group has been achieved by superior client service, and an unwavering dedication to each family’s financial goals.

Robin began her career at Hilliard Lyons in 1996 and continued with Baird after the two companies merged in 2019.  Collectively she has 26 years of industry experience.  

Robin is a Financial Advisor with The Wheeler-Hosty Group and holds the Certified Financial Planner (CFP ®) designation.  Her focus is on comprehensive financial planning, client relationship management and business development.  Robin holds a Bachelor of Arts in Organizational Leadership with a minor in Business Administration from Northern Kentucky University.  Her FINRA industry licenses include the Series 7, 63, 65, 9 and 10.  She attained the Hilliard Lyons Chartered Wealth Advisor (CWA) designation in 2006. 

Her pursuit of the CFP ® designation started with a desire to demonstrate a commitment to the highest standard of care for our clients.  Her purpose is driven by a genuine love for people, their unique stories, and a desire to help clients realize and attain financial peace, which by all measures is an invaluable service to add to a person’s life.   

Robin and her husband Chris of 23 years have two children, Grace and Brendan and reside in Northern Kentucky.  She is passionate about health and fitness, warm weather, tropical beaches, the science of effective skincare and fashion.  She also refers to herself as a “foodie” as she loves to eat and try new and interesting foods when she travels.  She is an active volunteer at Lakeside Christian Church in her community of Hebron, Kentucky and currently organizes and leads volunteer efforts for the church’s host team.     

Amanda joined The Wheeler-Hosty Group in 2017. She has over 10 years of experience in the financial services industry. Amanda maintains her professional commitment to always go the extra mile for clients and provide them with the “high-touch” service they deserve. She will work closely with our team and clients to help them feel confident in achieving identified goals and implementing plans for a life time of financial security.

Amanda holds her Series 7, 66 securities licenses.

Marilyn joined The Wheeler-Hosty Group in 2019 with over 30 years of experience in the investment industry. She works to provide exceptional client service in the operational support of the team.

Marilyn earned her Bachelor of Science degree in Christian Education with a Business Minor from Kingswood University in New Brunswick, Canada. Her securities licenses include the SIE, Series 7 and 66.

She and her husband, Tom reside in Lebanon, Ohio and Marilyn is actively involved in her church.