Matthew Romeo, CFP, AIF, is chief operating officer/wealth advisor with Everhart Advisors. Having joined the firm in 1999, he’s a partner, registered principal, registered representative, and acting OSJ designee. As part of Everhart Advisors’ dedicated retirement plan service team, Romeo serves as the on-site participant services coordinator and personally leads participant education, including enrollment meetings and one-on-one planning visits. Additionally, he provides wealth management services for individuals and families. Romeo holds a B.S. from the Max M. Fisher College of Business at Ohio State University, with a specialization in finance. He also holds a state of Ohio insurance license and series 7, 63, and 24 licenses. Recently, Romeo completed training in behavioral finance from the Allianz Global Investors Center for Behavioral Finance.