The Lineweaver Team

  • James S. Lineweaver, CFP®, AIF®

    James S. Lineweaver, CFP®, AIF®

    President, CEO, Financial Consultant

    James S. Lineweaver is the Founder and CEO of Lineweaver Financial Group (LFG), one of Northeastern ...
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  • Mark Niederhelman, AIF®

    Mark Niederhelman, AIF®

    Financial Consultant

    Mark Niederhelman is a financial consultant bringing over 30 years experience in investments, financ...
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  • Ryan C. Sowards

    Ryan C. Sowards

    Director of Deferred Compensation & Financial Advisor

    Ryan Sowards is the Director of Deferred Compensation and Financial Advisor at Lineweaver Financial ...
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  • Charlene Niederhelman

    Charlene Niederhelman

    Director of Operations

    Charlene is our Director of Operations. She is responsible for the coordination of all facets and de...
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  • Geoff Powers

    Geoff Powers

    Director of Marketing

    Geoff is a member of our management team, he joined in November of 2016. As the Director of Marketin...
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  • Meagan Elliott

    Meagan Elliott

    Financial Professional Liaison

    Meagan is currently acting as liaison between Jim Lineweaver and his clients. Meagan also coordinate...
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  • Chad D. Roope, CFA®

    Chad D. Roope, CFA®

    Portfolio Manager

    Chad D. Roope, CFA is a seasoned Chief Investment Officer and Portfolio Manager with expertise in ma...
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Client Services Group

  • Amanda Morog, CFS®
    Amanda is responsible for the organization of the company’s RIA. She assists in compliance reporting...
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  • Krystal Baez

    Krystal Baez

    Client Relations

    Krystal is a member of the Client Relations team. She coordinates the preparation work for client ap...
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  • Danielle Nadolski-Holley

    Danielle Nadolski-Holley

    Client Relations

    Danielle joined our firm as part of the client relations team. She coordinates our financial advisor...
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  • Becky Roob

    Becky Roob


    Becky is our office Receptionist! She welcomes all of our clients and guests to the office. Telephon...
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  • Josh Wenhold

    Josh Wenhold

    Tax Associate

    Josh is a member of the tax team where he provides tax services for clients. Josh prepares individua...
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  • Sheila Casler

    Sheila Casler

    Processing & Client Services

    Sheila is a member of our client services team, and works to coordinate advisors’ calendars, schedul...
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  • Alyssa Schmitt

    Alyssa Schmitt

    Marketing Coordinator

    Alyssa joined our team in September of 2022 as a member of the marketing department where she helps ...
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  • Lisa Lime

    Lisa Lime

    Processing & Client Services

    Lisa is a member of our Processing and Client Services Teams.   She handles new account processing, ...
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  • Wesley Firestone

    Wesley Firestone

    Salesforce Administrator

    As Salesforce Administrator, Wesley is responsible for finding creative solutions to business challe...
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  • Matthew J. Crisci

    Matthew J. Crisci

    Investment Assistant

    Mathew J. Crisci brings a wealth of knowledge to our investment team. A graduate of the University o...
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  • Mark Sipos

    Mark Sipos

    Tax Planning & Preparation Specialist

    Mark has over 35 years of experience providing individuals with tax and personal financial services....
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Lineweaver Financial Group is independently owned and operated. Securities offered through Triad Advisors, LLC, Member FINRA / SIPC Advisory services offered through Lineweaver Wealth Advisors, LLC. Lineweaver Wealth Advisors, LLC, is not affiliated with Triad Advisors, LLC.


*: Article: 64% of Americans Aren’t Prepared for Retirement – and 48% Don’t Care.

1: Crain's Top 25 RIA: Based on assets under management

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