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Chad Tom

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As a Partner and Wealth Advisor with North Valley Investment Partners (NVIP), Chad Tom assists clients with all areas of financial, nonprofit and endowment advisory, education and estate planning. He enjoys working with clients who are serious about planning for their future, as well as their families’. Mr. Tom also specializes in assisting business owners with planning for 401(k)’s, insurance and succession planning. He brings more than 20 years of experience in the financial services industry to the North Valley Investment Partners team and offers advisor services through Stratos Wealth Partners.

Prior to joining NVIP, Mr. Tom worked as a Portfolio Manager at Huntington National Bank for nine years, where he managed $300 million in assets. Mr. Tom also served as a Financial Advisor at Century National Bank for eight years, managing $50 million in assets.

Mr. Tom attended Mount Union University, where he earned his bachelor’s in Finance with a minor in Economics. He also received his certificate in Financial Planning from Boston University in 2013. Additionally, through LPL, he holds his series 6, 7 and 24; Through LPL and Stratos Wealth Partners he holds his serices 66 and his Ohio Life and Health license. Outside of the office, Mr. Tom is a member of the North Terrace Church of Christ and volunteers as a Franklin Youth athletic coach.

Chad Tom is a trusted representative with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners and North Valley Investment Partners are a separate entity from LPL Financial.

Financial Consultant

Phone

740-297-4993

Wayne Wycoff

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As a Partner and Wealth Advisor with North Valley Investment Partners (NVIP), Wayne Wycoff assists clients in pursuing their financial goals through consultation on saving and investing, as well as philanthropic, retirement and estate planning Mr. Wycoff has more than 20 years of experience in the financial services industry and works with clients in all stages of their professional careers and wealth development.

Prior to joining NVIP, Mr. Wycoff spent eight years working as an Administrative Officer in retail and commercial lending at Park National Bank. He then spent nine years working in the trust office at Huntington National Bank, where he managed $235 million in trust and management assets. His work at Huntington National Bank involved overseeing more than 525 individual accounts and clients in products ranging from IRA’s, agency, revocable and irrevocable trusts, foundation and endowment advisory.

Mr. Wycoff attended Thomas More College in Crestview Hills, Kentucky, where he earned his Bachelor of Arts in Economics and Associate of Art History. He then went on to attend Ashland University in Ohio, where he received his Master of Business Administration with a concentration in Finance. Mr. Wycoff also attended the Cannon School of Trust.

Securities offered through LPL Financial, member FINRA/SIPC.. Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners and North Valley Investment Partners are separate entities from LPL Financial.

Financial Consultant

Phone

740-297-4993

Marc Carpenter

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As a Financial Consultant with North Valley Investment Partners, Marc Carpenter assists clients with all areas of investment and retirement planning. He enjoys working with clients and helping them work towards success in planning for their future. Mr. Carpenter brings more than 15 years of experience in the financial services industry to the North Valley Investment Partners team.

Before joining North Valley Investment Partners, Mr. Carpenter worked as a manager at Huntington National Bank for 10 years. He attended Muskingum College, where he earned his bachelors in Political Science with a minor in Business. Additionally, he has obtained his series 6, 7, 65 (registrations currently held with LPL Financial) and Ohio Life and Health license. He also recently received the designation of Chartered Retirement Planning Counselor (CRPC).

Outside of the office, Mr. Carpenter is a member of the Franklin Local School Board and actively volunteers as a Franklin Youth athletic coach.

Financial
Consultant

Phone

740-450-2265

Bryan Bonkowski

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As a Financial Consultant with North Valley Investment Partners, Bryan Bonkowski enjoys helping his clients work towards reaching their financial goals through a comprehensive view of the customer’s overall financial well-being. With 20 years in the financial industry, Mr. Bonkowski knows what it takes to assist clients in building a quality framework for their future.

Mr. Bonkowski graduated with his bachelor’s degree in Business Administration from Shawnee State University. He also obtained his series 6 and 63 license (registrations currently held with LPL Financial) and Ohio Life and Health license.

Outside of the office, Mr. Bonkowski is a member of Holy Trinity Church, serves on The Greater Buckeye Lake Museum Board, as well as the Harbor Community Center Board.

Financial
Consultant

Phone

740-527-2244

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