With a solid foundation of teamwork and a depth and breadth of experience, Odyssey Financial Advisors provides specialized financial knowledge and an elevated level of service to all our clients.

We draw on the skills and strengths of Odyssey team members to achieve our collective goal of helping you and yours achieve your goals today and many years down the road.

We work together with our clients so that you'll feel:

  • in control of your financial life
  • able to pursue your immediate and long-term goals
  • more confident in reaching your dreams

We're just a conversation away!


Our advisors

Advisor photo for Scott Brooks

Scott Brooks

CFP®, CRPC, APMA®

Private Wealth Advisor

Chief Executive Officer of Odyssey Financial Advisors
Learn more about Scott Brooks Visit Scott Brooks's website
Advisor photo for Melissa Kelly

Melissa Kelly

CRPC, APMA®

Financial Advisor

Chief Marketing Officer of Odyssey Financial Advisors
Learn more about Melissa Kelly Visit Melissa Kelly's website
Advisor photo for Scott Osborne

Scott Osborne

APMA®

Financial Advisor

Chief Financial Officer of Odyssey Financial Advisors
Learn more about Scott Osborne Visit Scott Osborne's website
Advisor photo for Spencer Grome

Spencer Grome

Associate Financial Advisor

Learn more about Spencer Grome Visit Spencer Grome's website
Advisor photo for Benjamin Gehrke

Benjamin Gehrke

APMA®, CIMA®

Associate Financial Advisor

Investment Manager
Learn more about Benjamin Gehrke Visit Benjamin Gehrke's website
Advisor photo for Austin Nolan

Austin Nolan

APMA®

Associate Financial Advisor

Learn more about Austin Nolan Visit Austin Nolan's website
Advisor photo for Matthew Ruffolo

Matthew Ruffolo

MSF, MBA

Associate Financial Advisor

Learn more about Matthew Ruffolo Visit Matthew Ruffolo's website


Our team

Timothy Chon

Timothy Chon

Operations Director,

Chief Operating Officer of Odyssey Financial Advisors

Personal Intro

Tim is a collaborative and detail-oriented leader with a decade of experience in the financial services industry. Prior to joining Odyssey Financial, Tim led an independent firm in the Cincinnati region and had experience leading project and operational groups at Edward Jones. Tim is passionate about establishing a supportive operational framework that maximizes the firm’s ability to provide world class service.

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Francis Amador

Francis Amador

Investment Operations Coordinator

Personal Intro

Francis coordinates asset allocation recommendations, facilitates trades and provides investment research. Francis married his wife, Alyssa, in January of 2026. He and his wife attend St. Lawrence Catholic Church in Cincinnati. Outside of work, Francis enjoys golf, pickleball, volleyball, long walks and traveling.

Qualifications

  • Bachelor of Science degree in Business Finance, University of Tennessee at Chattanooga

Roles & Responsibilities

  • Francis supports our clients and wealth management team with all things related to client investments.
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Theresa Eggemeyer

Theresa Eggemeyer

Client Relationship Manager

Personal Intro

Theresa recently retired from a long career in education as a teacher and administrator. She loves any type of puzzle, reading, kayaking, and visiting National Parks. Mostly, she enjoys spending time with her very large family.

Qualifications

  • Bachelor of Arts from Northern Kentucky University
  • Masters in Education from Xavier University

Roles & Responsibilities

  • Ensures our financial clients receive a high-level service experience
  • Onboarding of all new financial and wealth management clients
  • Plan and coordinate special events
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Mary B. Smith

Mary B. Smith

Financial Planning Assistant

Personal Intro

Mary has more than 25 years of administrative experience supporting high level executive staff in the financial services industry. She loves reading, classic rock music, cross-stitch, and a cup of Dunkin' Donuts coffee with a blueberry muffin! If you have a trivia question about the Beatles, ask Mary. But most of all, Mary and her husband, Kenny, love spending time with their four grandchildren.

Roles & Responsibilities

  • Mary is responsible for maintaining and tracking the workflow of our financial planning process, documenting advice, and providing executive summaries.
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Kristy Lohre

Kristy Lohre

Financial Planning Assistant

Personal Intro

Kristy brings experience in event planning and administration and is highly detail oriented. Outside of work, Kristy enjoys traveling and camping with her family.

Roles & Responsibilities

  • She is committed to delivering an excellent client experience through thoughtful follow up and well-crafted meeting materials that support meaningful discussions.
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Brandi Rogers

Brandi Rogers

Financial Planning Assistant

Personal Intro

Brandi has a background in banking/loan processing. She enjoys sudoku, reading, pottery, traveling, and cheering on her favorite sports teams. She loves spending time with her husband, daughter, and three dogs.

Roles & Responsibilities

  • Brandi helps guide clients through technology issues, gathers financial documents, and ensures client’s financial information is up to date.
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Lesley Wainscott

Lesley Wainscott

Client Service Specialist

Personal Intro

She brings eight years of financial industry experience to her role. Lesley earned her bachelor’s degree in communications/public relations from the University of Kentucky. Outside of the office, Lesley is passionate about her family and friends. She is devoted to her 12-year-old Weimaraner, Buck, and she enjoys spending as much time on the lake as possible.

Roles & Responsibilities

  • Lesley helps clients with many operational functions
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Heather Bergman

Heather Bergman

Client Service Coordinator,

Marketing Specialist

Personal Intro

Heather graduated from Bowling Green State University in 2021 with a Bachelor's degree in Business. Outside of work, she loves spending time with her husband and son, Bennett, staying active, and being outside.

Roles & Responsibilities

  • Heather helps clients with account transfers, opening accounts, updating profiles, processing servicing forms and basically anything that simplify our clients' financial lives.
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Jenny Kratzer

Jenny Kratzer

Client Concierge

Personal Intro

Jenny lives in Northern Kentucky with her husband, Sam, and youngest son, Jack. She enjoys time with her family, especially visiting her other two sons in St. Louis and Cape Girardeau, MO. She also enjoys reading and walking her labradoodles, Koko, Margo, and Cleo.

Qualifications

  • Jenny has extensive customer service and operational experience in the financial services and insurance industries. She also has her Bachelor's degree from Southeast Missouri State University.

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Dawn Gilliland

Dawn Gilliland

Client Concierge

Personal Intro

Married for 26 years to her best friend, mom to 2 awesome kids. UK & Bengals Sports Fan. Enjoys spending time with husband, son, and daughter. Loves to play pickleball, Tennis, music, concerts and always up to travel anywhere tropical.

Roles & Responsibilities

  • Scheduling clients for meetings with advisors, assisting with client needs upon arrival, maintaining the office calendar and office needs such as supplies and upkeep.
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