Frontline Investment Advisors

08/31/2026

👶 A New Opportunity for Your Child’s Financial Future
Parents of newborns and young children may want to take a closer look at the new Trump Accounts—a tax-advantaged savings vehicle designed to help give children a financial head start.

Here’s the big opportunity:
💰 Eligible children can receive a one-time $1,000 contribution from the U.S. Treasury.

At Frontline Investment Advisors, we believe some of the most important financial decisions are the ones made early. A contribution made at birth has decades to potentially grow through the power of compounding.
If you have a child who may qualify, don’t leave the $1,000 on the table.

📩 Reach out to Frontline Investment Advisors to learn more about Trump Accounts and how they may fit into your family’s long-term financial plan.

Eligibility and account rules apply. This post is for informational purposes only and is not tax or investment advice. Please consult your tax or financial professional regarding your individual circumstances.

08/19/2026

Please join us in welcoming Matt Roberts and Kent Voges to LPL Financial and Frontline Investment Advisors.

For more than two decades, Matt and Kent have worked together helping individuals and families prepare for retirement, build wealth and navigate life’s financial milestones. Their focus on personalized guidance and long-term relationships has earned the trust of multiple generations of clients.

We’re excited to support them as they begin this next chapter.

👉 Learn more: https://bit.ly/4x0zsSB

08/07/2026

We are thrilled to welcome Matt Roberts and Kent Voges to the Frontline Investment Advisors family!

With over 50 years of combined experience in the financial services industry, Matt and Kent have built outstanding careers centered on one simple principle—putting their clients first. Their reputation for delivering exceptional advice, personalized service, and unwavering integrity has earned the trust and respect of clients and colleagues alike.

At Frontline, our mission is to provide independent, client-focused financial guidance while delivering the highest level of service and support. Matt and Kent embody those same values, making them the perfect addition to our growing team.

Please join us in welcoming Matt and Kent to Frontline Investment Advisors. We are excited for the future and look forward to the positive impact they will continue to make for our clients and our community.

08/03/2026

📚🍎 Welcome Back, Teachers! 🍎📚

As the 2026–2027 school year begins, everyone at Frontline Investment Advisors would like to wish all of our incredible teachers a successful, rewarding, and inspiring school year!

Every day, you invest in the future by educating, encouraging, and shaping the next generation. Your dedication, compassion, and commitment make an immeasurable difference in our communities, and we are truly grateful for everything you do.

At Frontline Investment Advisors, we are proud to serve those who serve others. We understand the unique retirement planning needs of educators and are honored to help teachers navigate the Florida Retirement System (FRS), DROP, 403(b) plans, and every stage of their financial journey. Our mission is to help you retire with confidence so you can focus on what matters most—your students.

Thank you for your service, your passion, and your lasting impact.

Here’s to an amazing 2026–2027 school year!

07/04/2026

🇺🇸 Happy Fourth of July from our team to you! 🇺🇸

As we celebrate the freedoms that make this country so special, we want to take a moment to thank you for your continued trust and confidence in Frontline Investment Advisors.

We hope you and your family enjoy a safe, relaxing, and memorable Independence Day filled with great food, fireworks, and time spent with those who matter most.

Thank you for allowing us to be part of your financial journey. We appreciate the opportunity to serve you and look forward to helping you pursue your goals for years to come.

❤️🤍💙 Have a safe and Happy Fourth of July!

— Your Team at Frontline Investment Advisors

06/26/2026

Excited to have Jon Richard join the Frontline mission and lead our Ohio office alongside his son, Connor.

Welcome to the team!

We’re pleased to welcome Jon Richard to our team. At 15 Wealth, we value advisors who build lasting relationships and become trusted resources within the communities they serve.

For more than two decades, Jon has been helping individuals and families navigate important financial decisions with clarity, care, and personal attention. His approach is grounded in education, accessibility, and a genuine commitment to helping people understand their options before making major financial decisions.

Known for his strong relationships and deep roots in the Dayton community, Jon has built his practice by showing up consistently, earning trust over time, and putting people first.

We’re proud to support Jon and Frontline Investment Advisors with the infrastructure, resources, and back office that allow him to continue delivering meaningful guidance to the clients he serves.

Welcome, Jon!

https://www.frontlineinvestmentadvisors.com
15wealth.com

Our 15 Wealth advisor team:
Lex Wealth Management Chris Lex Carmen Lex Frontline Investment Advisors Amanda Nolsheim Miller Devin Richard Jonathan Vila David Hilbig, CFP® Erin Johnson CFP® Justin Gardiner Kenneth Hughes Ashton Medina, CFA®, CFP®, CEPA® Bob Philpott Chris Hassell - 15 Wealth Advisor Andy Holt, ChFC­®, BFA™ John Graham Patrick Graham Kevin Quesada Armando Fernandez, PPC Eric Maniaci Carlos Moisa Jaime Lewis Pat Doyle

15 Wealth
Jeff Feinendegen Brad Bruna Jeff Hughes Dan Santner Audrey Franklin Michael Roth Miranda O’Keefe, CRCP (r), Eric Feinendegen Lauren James Robert James, ChFC® Ned Muscavage, CRPS Travis Lee David Stuckmann Tina Padgett Casey Rooney Edward Gudas Danny Pucino

06/23/2026

A new Federal Reserve Chair may change expectations on the future interest rate environment. Learn more about how this can impact the markets in your portfolio by joining our market update Zoom call Thursday 6/25 at 4:30pm or by meeting with one of our advisors.

After months of expected interest rate cuts, the Federal Reserve is shifting its focus back to managing inflation. This "higher-for-longer" interest rate environment may present compelling opportunities in short-term fixed income, while equities can continue to be supported by strong and broadening earnings growth. Brian Therien, Investment Strategist, explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/44q7Dq2

06/10/2026

We would like to formally invite you to attend our Q2 Market Update Fireside Chat Zoom to discuss current market conditions and 2026 market outlook with our partner Frank Zasa from Franklin Templeton Investments. Below is the link to register for the event


TOPIC: Q2 Market Update
DATE: Thursday 6/25 at 4:30pm EST
LOCATION: Zoom – Please Register with the link below
https://us02web.zoom.us/webinar/register/WN_fM-NfM2tRGqETYFwl52vyQ

DESCRIPTION: Join Frontline Investment Advisors and Franklin Templeton in a 2026 market update webinar to discuss how the markets are reacting to the start of 2026 amid Middle East tensions and outlook for the second half of the year.

*Frank Zasa and Franklin Templeton are not affiliated with or endorsed by LPL Financial and Frontline Investment Advisors. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

06/08/2026

06/03/2026

Big news for our team at Frontline Investment Advisors!

We are incredibly excited to officially welcome Sr. Financial Advisor Jonathan Richard and Client Relationship Manager Connor Richard to Frontline Investment Advisors as they help lead and grow our Ohio office.

Jon is the father of one of our managing partners, Devin, and Connor is his younger brother. Their experience, leadership, integrity, and commitment to serving clients make them tremendous assets to our firm and the families we serve.

This is more than just business growth — it’s the continuation of a family legacy built on trust, hard work, and putting people first. We couldn’t be more proud to have them join our mission as we continue expanding Frontline Investment Advisors.